Document Set
Hi,
We have a document library where we can upload single document and document set along with metadata.
If we upload a single document in the library, can we attached this document to document set later ? I do not want to download and then upload back to document set. I need a solution where I can attached (keep that single document with the document
set along with all metadata value within keeping that document in the library.
Any help?
Thanks,
srabon
Hi,
From your description, you want to add a document which is uploaded in the library to document set without download it.
Navigate to the document set in your library->New Document->Browser->Input document library's URL->Choose the document which you want to add to the document set:
Best Regards,
Lisa Chen
TechNet Community Support
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Similar Messages
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Create a Webpart with Sharepoint Designer to see and upload documents in document set
Hello,
In a document set, we see documents in this document set and we can upload files and documents only in this document set.
Can i save this view to other sites in webPart ?
I tried to use sharepoint designer saving the dataview in a file and then import this file in other site but the result is that webpart show me the root of the library, not the document set and same for file uploads, it show me the file upload window for
the root of the library.
Thanks.Hi,
Thanks for your answer.
Yes, i linked source site collection from SPD; I don't want to send but i want to display document set in another site.
Finaly, i found a solution but i don't know if its the best practice :
i have all my libraries in the top site to have all important documents in one site.
So i want to display a library/folder/document set in webParts to my subsites.
To do this, i create a dataview in SPD; i save this dataview in a file and import this file as webPart in my subsites.
my problem : It display the root of my library instead of within the document set. AND when i clic on "upload a document", it display the root of my library upload form instead of the document set upload form
my solution : i create a dataview in SPD; i copy/past the document set upload form link in this dataview; I save this dataview in a file and import this file as webPart in my subsite; from the webpart of my subsite, i create a view to my document set.
... should i do it for all my views ? or is there another solution ?
Thanks -
SharePoint 2013 List & linked Document Set Project Help Needed
I have struggling to find the best solution for a recent project. I'm sure someone will have a better suggestion than what I have come up with.
Project Requests
Project Tracking and Documents
Status and other data
Project Documents
Offsite Syncing for active projects (SkyDrive Pro)
Attempted Scenario
1 List for Project Tracking
1 Document Library for Project Documents (Document Set content type)
I created a workflow to automatically create a new Document Set when an item was added to the list, then create a link to the Document set in a column called Documents. The goal with the document sets is to have them sent to another library (archive) when
the project is marked complete. The reason is so that the user synching offline won't have so many document sets to sync or to browse through (there would easily be a few hundred within a couple of months)
Is there a way to programmatically move the document set to an archive library when the list item status is set to complete? And if the status were to change back to active, to move back to the active library.
Or maybe I am going about this the wrong way entirely? All suggestions are greatly appreciated!Hi,
With Event Receiver, we can capture the ItemUpdated event of item of a list when the value of an item is updated, then perform the Document Set moving accordingly.
Here is a step by step sample on creating a simple Item added event receiver for Custom List in SharePoint 2010:
http://msdn.microsoft.com/en-us/library/ff398052.aspx
More information on
Event Receiver for your reference:
http://msdn.microsoft.com/en-us/library/gg749858(v=office.14).aspx
http://msdn.microsoft.com/en-us/library/ff408183(v=office.14).aspx
Here is a thread with code demo about
moving Document Set programmatically:
http://social.technet.microsoft.com/Forums/sharepoint/en-US/1e8b1110-a719-4825-a300-cc1946f4d96a/document-sets-move-programatically
Feel free to reply if there are still any questions.
Best regards
Patrick Liang
TechNet Community Support -
How to get Document Set property values in a SharePoint library in to a CSV file using Powershell
Hi,
How to get Document Set property values in a SharePoint library into a CSV file using Powershell?
Any help would be greatly appreciated.
Thank you.
AA.Hi,
According to your description, my understanding is that you want to you want to get document set property value in a SharePoint library and then export into a CSV file using PowerShell.
I suggest you can get the document sets properties like the PowerShell Command below:
[system.reflection.assembly]::loadwithpartialname("microsoft.sharepoint")
$siteurl="http://sp2013sps/sites/test"
$listname="Documents"
$mysite=new-object microsoft.sharepoint.spsite($siteurl)
$myweb=$mysite.openweb()
$list=$myweb.lists[$listname]
foreach($item in $list.items)
if($item.contenttype.name -eq "Document Set")
if($item.folder.itemcount -eq 0)
write-host $item.title
Then you can use Export-Csv PowerShell Command to export to a CSV file.
More information:
Powershell for document sets
How to export data to CSV in PowerShell?
Using the Export-Csv Cmdlet
Thanks
Best Regards
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected] -
How to create a Document Set in SharePoint 2013 using JavaScript Client Side Object Model (JSOM)?
Hi,
The requirement is to create ""Document Sets in Bulk" using JSOM. I am using the following posts:-
http://blogs.msdn.com/b/mittals/archive/2013/04/03/how-to-create-a-document-set-in-sharepoint-2013-using-javascript-client-side-object-model-jsom.aspx
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/1904cddb-850c-4425-8205-998bfaad07d7/create-document-set-using-ecma-script
But, when I am executing the code, I am getting error "Cannot read property 'DocumentSet' of undefined "..Please find
below my code. I am using Content editor web part and attached my JS file with that :-
<div>
<label>Enter the DocumentSet Name <input type="text" id="txtGetDocumentSetName" name="DocumentSetname"/> </label> </br>
<input type="button" id="btncreate" name="bcreateDocumentSet" value="Create Document Set" onclick="javascript:CreateDocumentSet()"/>
</div>
<script type="text/javascript" src="//ajax.aspnetcdn.com/ajax/jQuery/jquery-1.7.2.min.js"> </script>
<script type="text/javascript">
SP.SOD.executeFunc('sp.js','SP.ClientContext','SP.DocumentSet','SP.DocumentManagement.js',CreateDocumentSet);
// This function is called on click of the “Create Document Set” button.
var ctx;
var parentFolder;
var newDocSetName;
var docsetContentType;
function CreateDocumentSet() {
alert("In ClientContext");
var ctx = SP.ClientContext.get_current();
newDocSetName = $('#txtGetDocumentSetName').val();
var docSetContentTypeID = "0x0120D520";
alert("docSetContentTypeID:=" + docSetContentTypeID);
var web = ctx.get_web();
var list = web.get_lists().getByTitle('Current Documents');
ctx.load(list);
alert("List Loaded !!");
parentFolder = list.get_rootFolder();
ctx.load(parentFolder);
docsetContentType = web.get_contentTypes().getById(docSetContentTypeID);
ctx.load(docsetContentType);
alert("docsetContentType Loaded !!");
ctx.executeQueryAsync(onRequestSuccess, onRequestFail);
function onRequestSuccess() {
alert("In Success");
SP.DocumentSet.DocumentSet.create(ctx, parentFolder, newDocSetName, docsetContentType.get_id());
alert('Document Set creation successful');
// This function runs if the executeQueryAsync call fails.
function onRequestFail(sender, args) {
alert("Document Set creation failed" + + args.get_message());
Please help !!
Vipul JainHello,
I have already tried your solution, however in that case I get the error - "UncaughtSys.ArgumentNullException: Sys.ArgumentNullException:
Value cannot be null.Parameter name: context"...
Also, I tried removing SP.SOD.executeFunc
from my code, but no success :(
Kindly suggest !!!
Vipul Jain -
Document setting prevent placing a signature using Adobe Reader
Created a statis pdf witha digital signature field in Adobe Livecycle designer, also tried in Acrobat PRO, saved as a PDF, when opening the file under Adobe Reader X or Adobe Reader 8 get sam eissue adobe reader will not allow the signature or document ot be changed, get a warning that saya "document setting prevent placing a signature using Adobe Reader"
Sorry I am new to Adobe, what does Reader want, I do not have this issue when I open the file under Acrobat PRO or Livecycle.
ThanksThis forum is only for discussions on the forums themselves. You may want trying to post your question in the Reader forum.
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Document Set Creation in document library using REST API in Sharepoint 2013
Hi,
I want to create the document set using REST API call. Currently i am able to create the folder and able to upload the files using REST API's in the document library. Is there any way we can pass the contentype name or Id and create the document set using
REST API call. We need to create the document set along with metadata and upload the files inside the document set.
I need to create the document set along with meta data column values using REST API. Please let me know how we can achieve this through REST API.
Thank you,
MylsamyHi,
According to your post, my understanding is that you wanted to create document set along with managed metadata fields.
The REST API does not currently support working with Managed Metadata or Taxonomy fields.
As a workaround, we can use the JavaScript Client Object Model.
Create document set using JavaScript Client Object Model.
http://blogs.msdn.com/b/mittals/archive/2013/04/03/how-to-create-a-document-set-in-sharepoint-2013-using-javascript-client-side-object-model-jsom.aspx
http://social.technet.microsoft.com/Forums/sharepoint/en-US/aacd96dc-0fb2-4f0d-ab4c-f94ce819e3ed/create-document-sets-with-javascript-com-sharepoint-2010
Set managed metadata field with JavaScript Client Object Model.
http://sharepoint.stackexchange.com/questions/95933/add-list-item-with-managed-metadata-field-through-jsom
http://sharepointfieldnotes.blogspot.com/2013/06/sharepoint-2013-code-tips-setting.html
Thanks,
Jason
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Jason Guo
TechNet Community Support -
Transfer changes from Document to the Document Set [Sharepoint bug?]
I I have Document Set, 1 Document inside and, for example,
1 general field.
Task: when I change Document I need to copy value of the general field to the Document Set.
Problem: I made Workflow on Document that calls when I change it, this Workflow copies data to the Document Set.
But it doesn't work, because when I change Document inside Document Set there are 2 events: "Document was changed" and "Document Set was changed". And the event "Document Set was changed" called first and it copies all general
fields to all documents inside. That's why when my Workflow starts, field in Document has value from Document Set not the one that user typed.
Any solutions to solve the task or problem (e.g. to increase the priority for Workflow on documents inside)?Hi ,
According to your description, my understanding is that you want to copy the value of a field for a document inside a document set to the associated column for document set.
How did you design your workflow?
I did a test based on your description, and I used the ID (in my testing, the ID of the document set is 2)to find the associated document set, and the testAA is the column.
My workflow is:
In my testing, everything was ok. Please have a try as the above workflow, compare the result.
Best Regards,
Wendy
Wendy Li
TechNet Community Support -
How to display the contents of a document set on a page?
I want to display the contents of a document set (that contains both folders and files) on a page (with the same structure as they are in the document set like folders and files). How to achieve this?
I tried content search webpart but it is of no use as it displays the flat list instead I need folders and files as they are present in the document set
I tried document set contents webpart but as it doesn't accept any connection, it is not of much use.
I will be glad if you have any pointers for me in this regard.
Regards
KesavaHi Kesava,
According to your description, you might want to display the content in a document set with its hierarchy.
How about using
Page Viewer Web Part to display the page of the corresponding document set? This would be a non-code solution I would recommend.
More information about Page Viewer Web Part:
https://support.office.com/en-nz/article/Page-Viewer-Web-Part-e364436c-0ec4-4819-acac-1982b3525531
Thanks
Patrick Liang
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support,
contact [email protected]
Patrick Liang
TechNet Community Support -
Sharepoint Online Bug: Document Set does not synchronize empty fields
If in the properties of document set the general field is empty, it will not be synchronized with internal files that has this general field. Ie, all files can have own values for the general field. If the value in document set (in properties) is not empty,
the synchronization works fine. This issue was tested in different sites from different account in Office365.
How to reproduce the problem:
1. In Document Set (DocSet1) I have general field (Field1).
2. When I create DocSet1 item in the list, Field1 is empty.
3. In DocSet1 I create file Doc1, also with Field1.
4. Field1 in Doc1 and DocSet1 has to be synchronized (because it's general).
5. When I change Doc1 file, put some text (Text1) for Field1,
the value remains as
Text1, but in that time Field1 in DocSet1 is empty.
6. Field1 wasn't synchronized, it has different values in DocSet1 properties and in internal file Doc1.
7. I go to DocSet1 and change Field1 to Text2, now the field is synchronized
8. Field1 in DocSet1 and Doc1 is Text2.
Why does it happen?Hi ,
According to your description, my understanding is that the updated Shared Column of document item cannot synchronize with the Shared Column of the Document Set which is empty value.
For reproduce your issue, I added two Shared Columns “Description” and “E-Mail” into my Document Set Content Type and added it to a document library . Then I created a new Document Set and left
its two Shared Columns “Description” and “E-Mail” empty. When I created a document item in the new document set and set values to the two Share Columns, the Description column was still empty but the “E-Mail” column was updated with
new value.
By default, if the Shared Column of your Document Set is empty, the Shared Column of the items in the document set should be empty and cannot be updated.
For a good practice, I recommend that you can set the value of Shared Columns in your document set once your document set is created . For a workaround, you can hide Shared Column in the Edit
Form. Here is the code you can refer to:
<script type="text/javascript">
$(document).ready(function(){
HideFieldByInternalName("Coach");
HideFieldByInternalName("Duration");
HideFieldByInternalName("Locations");
function HideFieldByInternalName(internalName) {
$(".ms-formbody").contents().filter(function() {
var regExp = new RegExp(internalName, "i");
// match comment node containing internal field name
return ((this.nodeType == 8) && (this.data.match(regExp)));
}).parent().closest("tr").hide();
</script>
Reference:
http://en.share-gate.com/blog/document-sets-making-your-metadata-shine
Best Regards,
Eric
Eric Tao
TechNet Community Support -
Adding a custom report to a document set
Hi,
We are trying to add a custom report to a document set in OM. When a sales order is released, the sequence of events to occur is - a standard pick list report runs followed by the custom report(a despatch note).
However, I cannot associate the parameters so that the parameters that are driving the standard apps pick list report are also driving the custom report.
Anyone tried this before?
Thanks muchlyEventually I figured this out. In 54, the edit dialog for the clickstream cloud is set up in the JS at:
/libs/cq/personalization/widgets/source/analytics.init.js
Effectively the 'registration' of the various stores is hardcoded in this JS file, with lines like so:
//eventinfodata
reg.call(this, CQ_Analytics.EventDataMgr);
So, we could overlay the entire personalization widgets clientlib, but that seems crazy just to add one line of code.
So, what I've done is to write my own clientlib and bolded it onto the cq.personalization category (which the /libs/cq/personalization/widgets clientlib is part of). This JS sets up another listener (on the click of the edit button) which adds the additional tab to the edit dialog.
If anybody is interested in seeing how this was done, buzz me on twitter @tomblackford -
Custom Master Page issue with Document Set Libraries
Details: Publishing site using SharePoint 2013. The SharePoint is on my company's servers.
Have a custom Master page that has a navigation banner (built with HTML/CSS/javascript). The site has it applied successfully to the "Site Master Page" but when I also apply it to the "System Master Page", the libraries that have
Document Set type content do not show the files within. We'd like to be successful in applying to the "System Master Page" as that allows the banner to show when an actual library is accessed. Any suggestions, please?Thanks. I've been experimenting with this for a few days now, and there's lots I don't understand about why and such, but your process above works. That's a big load off me right now and I really appreciate it. I'm going to be able to survive the initial
roll-out and implementation of the new site. Going forward, I've got lots to learn and find out, I've already heard that there's a desire to really redesign the master page for the site and subsites, way beyond the little CSS customization I did. Fun.
If you've got a little time though, perhaps you can provide some explanation. If not, no problem.
On step 6, when I do as you detail, click the System Master Page and reset all the subsites, it seems to work fine with my custom master page. If I do that with the Site Master Page settings, my custom page causes the redirect issue in the subsites again.
This is whether I do the Site Master Page by itself, or in conjunction with the System Master Page settings. If I revert back to the Seattle master page in the Site Master Page settings and my custom pate in the System Master Page, the issue goes away again.
It is completely messing with my head, trying to figure out why that would be, and this is all beside trying to figure out why adding the one little CSS reference to the Seattle master to create my master page breaks things (sometimes!).
Just fyi, what I've ended up with for now is pulling my custom master page out of the system and using the Alternate CSS URL to add my custom CSS to the Seattle master page on the sites. As I thought about all this, I decided I didn't want to leave the breakable
custom page out there for some unsuspecting site manager to accidentally pick and get everyone screaming about the broken sites.
Thanks again,
Steven -
Content type (Audio) not appearing as choice for document properties in a document set
We've created a document set for which there are currently 11 Content types. When we upload a document to the document set we have the following problems:
one of the content types is not available (A customized Audio Content Type).
we can't seem to set the order in which the content types appear in the list (incomplete though it is)
we also can't set the default content type for uploaded documents.
Is there a way to resolve these issues?
Notes:
Three are several document sets in the content hub but only one in the library where this content type is used.
We're running SP2013
Thanks in advance for your suggestions in resolving this.
Barry Cohen
Barry CohenHi Barry,
Based on your description, my understanding is that the content type called Audio is not available when uploading a document to the document set.
I recommend to check if the content type is added to the Allowed Site Types of the document set content type.
Please follow the steps below:
Make sure that the content type has been added to the library.
In Library settings page of the library, click Document set content type under Content Types.
Click Document Set settings under Settings.
Check if the content type called Audio is included in the Content Types allowed in the Document Set. If not, please add it to the allowed content types.
Thanks,
Victoria
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Victoria Xia
TechNet Community Support -
Display thumbnail preview for images in a Document Set
I have a Document Set with Images in it. I would like to show a thumbnail preview of the images in the view of the files in the document library. I added the Thumbnail Preview column but it just shows a large File Icon.
Hi,
According to your description, my understanding is that you want to display the picture of the images in the document set.
I recommend to create a hyperlink type column and format URL as picture to show the images in documents set.
Thanks,
Victoria
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Victoria Xia
TechNet Community Support -
How to create a people picker type metadata in a document set?
Hi folks,
I want to create a people picker type metadata in a document
set (it has some content types and it resides inside a library).
So please help me knowing steps for creating it.
Our web application is using classic based authentication therefore I want to retrieve the names and groups in people picker column from Active Directory.
Also, the document set library for which I want to create people picker metadata did not had document set before and documents where saved directly in content types as well as the metadata that now we are making as people picker was before of type Single line
of text.
So, whether after creating it of type people picker, at the time of moving documents into document set, it will create problem? If yes,than of of what kind and how can it be resolved?
Replies will be greatly appreciated.
-IshitaHi,
From your description, I know you want to add a people picker column in a document set, then add this document set into a document library.
If you want to add a people picker column in a document set you should create a document set first. You can know how to create and configure a document set by referring to this article: https://support.office.com/en-us/article/Create-and-configure-a-new-Document-Set-content-type-9db6d6dc-c23a-4dcd-a359-3e4bbbc47fc1.
After creating a document set, you can follow these steps below to add a people picker column in a document set: click Site Actions -> Site Settings -> under Galleries section, Site content types -> find the content you want to add people
picker column -> under Columns section, Add from new site column -> Name and Type, enter your column name and choice Person or Group -> OK.
If you move documents into document set, it will keep the current properties. You can edit properties to change the document to another content type which is contained in the document set.
In my case, DocA is the content type of the document library, Document and DocB are content types of the document set.
If I have mis-understand, please let me know.
Best Regards -
Create Document Set with custom Create Only permission set
Here is the situation. We have a requirement where my customer wants to create document sets, however, document set/document level permissions are required.
Setup: We created a new permission level called "Create Only". We then give the user Read and Create only permissions. This allows the user to theoretically create the item. We then run a Workflow on create that Replaces the permissions so that
you are only allowed to view the ones you created along with other security groups based on their choices in the metadata fields.
This setup works PERFECTLY when using a List or Form Library.
However, for the life of me I cannot get it to work for Document Sets. If I have the same setup, I get an Access Denied message. However, it still creates the document set.
What is weird, I've been playing around with custom permission levels and it seems as though the user has to have EDIT permissions at a minimum in order to create the document set. This will not work for me since I dynamically assign permissions to each
document set based on what they select.
As a side note, the only tool I have at my disposal is SharePoint Designer 2010.
Does anyone know if there is an actual requirement to have EDIT permissions when creating a Document Set? Any input would be greatly appreciated.
Alternatively, is there a way to setup permissions on a library for all NT Authenticated users so that we can give them the necessary permissions to create the Document Set, but still prevent them from see the other items and then the Workflow would set
the permissions accordingly?
I believe the more granular the permissions it uses those permissions instead so would this work? I have not tested this theory yet.Hi,
According to your description, my understanding is that you want to know if there is an actual requirement to have EDIT permissions when creating a Document Set and is there a way to setup permissions on a library for all NT Authenticated users and prevent
them from seeing items created by others.
For the first question, per my knowledge, if a user is given the Add Items permission, he/she can create a document set in SharePoint.
However, there is an error “access denied” after the document set is created. It is due to the user has no permission to access the page which SharePoint will redirect the user to after finishing creating the document set.
If the user is also given Edit Items permission, there will be no error when he/she create a document set.
For the second question, I recommend to follow the link below to
customize item permissions for each document submitted to a document library and remember to give the
NT Authenticated users contribute permission.
http://blogs.technet.com/b/spke/archive/2010/04/09/configure-item-level-permissions-for-document-libraries-sharepoint-2010-edition.aspx
To grant permission to NT Authenticated users, please refer to the link below:
http://office.microsoft.com/en-in/sharepoint-server-help/what-happened-to-add-all-authenticated-users-HA101805183.aspx
Best regards.
Thanks
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