Related list on Document set welcome page

Hi
I want to show a discussion list within the welcome page of a document set. I thought that i could achieve this by creating a look up coloum on the discussion list that would contain the id of the document set. Then i would add the discussion list to
the welcome page of the document set and have the property web part of the document set send the document sets id to the discussion list - and thereby filter it so that it will only show the discussions that is related to current document set! (hope anyone
understands this!)
But i am not able to do this since the property web part does not allow connections! Does anyone know a way to do this?
Thanx! :-)

You can customize the welcome page of a document set and add other web parts to it. I did this once to achieve something similar to what you're after, but the user ended up finding it too complicated. It was to display a list of related documents below the
properties of the document set, so I had a list containing the related documents and the ID of the document set to which they were related. The web part on the document set welcome page could then filter by that ID. But the user found it too hard to maintain
the list of relationships, so I no longer have a working example.
Tom
SharePoint Systems Officer, Capital Regional District, BC, Canada

Similar Messages

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

PowerShell Script for Setting the Welcome Page View of a document set

Hi,
We are using document set in the document library and we have created the separate view in the document set and it will show only particular metadata columns. We need to change from default view to another view. For this, we need to write the power shell
script and update the document set welcome page view link in the document set template. Please let me know how we can get this.
Thanks,
Mylsamy

Hey Mylsamy,
welcome page view is stored in $contenttype.XmlDocuments. Here is how you can change the view using powershell:
$web = Get-SPWeb "WEBURL"
$list = $web.Lists["LISTNAME"]
$contenttype = $list.ContentTypes["CONTENTYPENAME"]
$viewid = $list.Views["VIEWNAME"].Id
$xmldocs = $contenttype.XmlDocuments
foreach($xmldoc in $xmldocs)
if($xmldoc.Contains("WelcomePageView"))
Write-Host "XML contains WPV"
$newview = [XML] @"
<wpv:WelcomePageView xmlns:wpv="http://schemas.microsoft.com/office/documentsets/welcomepageview" ViewId="$viewid" />
$xmldocs.Delete("http://schemas.microsoft.com/office/documentsets/welcomepageview")
$xmldocs.Add($newview)
break;
$contenttype.Update($updateChildren, $false)
Write-Host "Welcome Page View updated at " $list.Title
Regards,
Alexander

Display Document Set Columns Within The Document Set

Hello all! Hopefully you all can let me know if the idea I have in my head is possible:
Background: I have a Document Library with a custom made Document Set that has about 15 columns. The way I initially designed this, I left about 10 of the fields as "Hidden" because we didn't want the user to fill out that information
when creating a Document Set. That information would be completed in the next step through a Workflow. The Document Set Welcome Page has been left pretty much untouched with the usual web parts for Document Set Properties and the view of the items within the
Document Set.
Question: What I would like to know is...would it be possible to display those Document Set fields within the Document Set itself? At the moment, if I try to add another Document Library web part and view it, the information web part is
empty, or it contains information about one of the items within the Document Set.
Simplified Structure of Document Set:
Name (required)
Fiscal Year (Required)
Total Cost (Required)
Approval Date (Hidden)
Requisition # (Hidden)
Team Members (Hidden)
Reminder Date (Hidden)
User creates a new Document Set, fills out the information, and saves (this triggers a background workflow that approves the Document Set). After approval, a new workflow is started to provide the information for the Hidden fields (and also schedules a reminder
for that Reminder date.)
The goal would be to display those Hidden fields in another web part on the page. Right now, I have users going back up to the main level of the Document Library to look at a view that contains those fields.
Hopefully I haven't confused you all too much! Please let me know if my idea is possible and any resources you might have!
Thanks!
Toni
Toni Marie

Here is the approach to read document set columns and assign to other webparts:
for each document set you can find the id when you clicking on the document set or navigating to the welcome page,
using this id read query string and the associated item column values and assign to otherwebpart .
Reference code:
//page_load for other webpart read the query string of welcome page
if (Page.Request.QueryString["ID"] != null)
                ID = Convert.ToInt32(Page.Request.QueryString["ID"]);
                if (itemID > 0)
                    GetDocumentSetItem(ID , site);
protected void GetDocumentSetItem(int itemid, SPSite sSiteUrl)
            SPSite site = sSiteUrl;
            SPWeb web = site.OpenWeb();
            SPList list = web.Lists.TryGetList("DocumentlibraryName"); //where documentset content type attached
            SPListItemCollection items = list.GetItems();
            SPListItem item = null;
            if (itemid > 0)
                item = list.Items.GetItemById(itemID);//getting the current item
   //read the document set item column values and assign it other webpart controls ,
                txtDocsetidname.Text = Convert.ToString(item["FileLeafRef"]);
                txtDocsetid.Text = Convert.ToString(item["hiddenfield"]);
In the welcome page I have placed button to load webpart ,while loading the webpart I am reading the query string assigning the values to otherwebparts.
G1

Note Board web part to display comments for explicit Document Set

I guess my question falls under 'Other customization' hence my post here.
Scenario:
I have a Document Set content type enabled for a library. At the moment I have a few "folders" [document sets] that contain their respective documents.
I edited a Document Set welcome page to include a Note Board web part. I edited the Note Board web part by adding a 'URL for note' to be a URL of a random Document Set welcome page while in edit mode.
(Basically, I went to a 'ABC' document set page, clicked edit page, copied URL from address bar, closed that page, went to 'Customize Welcome Page' for all document sets in that library, edited Note Board web part by pasting the link into its 'URL for note'
field)
Problem:
Currently, all comments are shared between all document sets (folders). When I go to 'ABC' document set and post a comment, I can see my ABC specific comments in e.g. 'XYZ' document set.
I want to have comments specific to each document set displayed on a respective page for that document set.
Solution?
I realize that I must have gotten an URL for a Note Board web part wrong and it does not filter comments explicit to each document set but fetches the comments from whole the library. My url is currently:
https://intranet.domain/sitecollection/library/Forms/Machine%20Process%20Pack/docsethomepage.aspx?ID=2&FolderCTID=0x0120D520009EDF2E3A3112B041AC6EC1D4133D77550000C297D6CB32E349A435E04924DC6C58&List=7b052f9c-7e35-4251-b66d-3bcdd2950014&RootFolder=%2Fuk%5Fqhse%2FProcess%20Packs%2FSigma%202345&RecSrc=%2Fuk%5Fqhse%2FProcess%20Packs%2FSigma%202345&PageView=Shared&InitialTabId=Ribbon.WebPartPage&Visi
I know I have to strip this URL from some parameters, presumably leaving just ID, FolderCTID, List and RootFolder.
Could someone actually tell me exactly how my URL should look like if I want to display comments only for a given document set on its welcome page?
Thanks!

Hi,
According to your post, my understanding is that you wanted to display comments only for a given document set on its welcome page, not display for all the document sets.
If so, you should not set the “URL for note” field in the Note Board web part, you can just leave it blank, then when you post a comment in one document set, the others would not display the comment.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Allow user to change image of a document set

Hello all,
is it possible to allow user to upload and set an image in the welcome page of a document set ?
For example, I want to create a document set for each customer, to store document related to this customer. In the document set welcome page, I would like to display the customer logo.
Is it possible in a easy way ? :)
Thank you !

Hi David- automatically? No, unless you're ready for some major coding. Also, what permissions do you plan on giving the customer?
The only way I can see this happening is if you provide the title for the image to your customer, then give them access to the library where it's stored and hope they use the exact title to replace the file that's there.
cameron rautmann

Getting Multiple Shipping Document sets for multiple deliveies

Hi,
I have a trip with multiple deliveries. After ship confirming the trip from a Trips tab, the reports in shipping document set printing multiple times one each for a delivery.
How can I get the shipping document set to be submitted once per trip?
Thank you,
Prashanth

Hi,
For your requirement, here is a solution like this:
1.Create 3 custom Document content types inherit the built-in Document content type;
2.Create 3 custom Document Set content types inherit the built-in Document Set content type;
3.In the “Document Set settings” page of each custom Document Set content type, remove the “Document” content type from the “Allowed Content Types”;
4.Now we can create a Document Library and add the 3 custom Document Set content types into it.
5.Remove the Document content from the “Content Types” in the “Document Library Settings” page.
Here is how it works like in my environment:
In "Document Library Settings" page:
Best regards
Patrick Liang
TechNet Community Support

Is it possible to find out if a certain type of document is available inside a document-set by the help of workflows?

Is it possible to find out if a certain type of document is available inside a document-set by the help of workflows?

Hi,
According to your post, my understanding is that you wanted to find out if a certain type of document is available inside a document-set.
Per my knowleadge, there is no out of the box way to accomplish this with SharePoint Designer Workflow.
To find the content type inside a document-set, there are two methods:
First, open a document set, click “New Document” option, then you can find the available content type in the document set.
Second, open the document set content type, open Document Set Settings Page, then you can see the available content type.
More information:
What is Document Sets in SharePoint 2010?
Best Regards,
Linda Li
Linda Li
TechNet Community Support

How can I clear the recent document list on the welcome page?

Have some confidential docs that I don't want to appear when the program is launched. How can I clear the recent document list on the welcome page and the "open recent" list? thx

It's not an option in the prefs. It's a hidden file that makes up part of the preference set (as far as I know, most, or all of the seetings you can adjust inside ID's prefences dialog are actually saved in the other half of the set, InDesign Defaults). For more information, see Replace Your Preferences

Set Document library view as welcome page

Hi
I want to set my Document library view as welcome page of my SharePoint site 2013.
How can I achieve this.
Regards,
Siva.

Hi,
According to your description, my understanding is that you want to change the welcome page to the document library view page in SharePoint 2013 site.
You can use SharePoint designer to find the view page in “All files” and then set the document library view page as welcome page .
Here is a detailed article for your reference:
http://techtrainingnotes.blogspot.com/2011/06/sharepoint-how-to-change-default-home.html
Thanks
Best Regards
Jerry Guo
TechNet Community Support

Document Set custom content type - welcome page missing

Sharepoint 2013. 404 error on welcome page for a following content type based on document
set:
<?xml version="1.0" encoding="utf-8"?>
<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
<Field ID="{B9B7D98D-A2D3-4191-9B30-C516C8EDD9F4}" DisplayName="Fieldpr41" Name="Fieldpr41" Type="Note" RichText="false" NumLines="3" Group="pr41" Overwrite="TRUE" />

<ContentType ID="0x0120D5200062FEFD4873814585B3EFD57010F1F8AE"
Name="ContentType41"
Group="Custom Content Types"
Description="My Content Type"
Inherits="FALSE"
ProgId="SharePoint.DocumentSet"
Version="0">
<FieldRefs>
<FieldRef ID="{B9B7D98D-A2D3-4191-9B30-C516C8EDD9F4}" DisplayName="Fieldpr41" Name="Fieldpr41" />
</FieldRefs>
<XmlDocuments>
<XmlDocument
NamespaceURI=
"http://schemas.microsoft.com/office/documentsets/welcomepagefields">
<wpFields:WelcomePageFields
xmlns:wpFields=
"http://schemas.microsoft.com/office/documentsets/welcomepagefields"
LastModified="1/1/2010 08:00:00 AM">
<WelcomePageField id="83729202-DCA7-4BF8-A75B-56DDDE53189C" />
</wpFields:WelcomePageFields>
</XmlDocument>
</XmlDocuments>
</ContentType>
</Elements>
Here's
what i did after changing Inherits parameter to FALSE: 1) added ProgId parameter 2) added wpFields section
Any ideas?

Hi,
According to your post, my understanding is that you got an error while creating custom document set content type.
The issue is that you set the Inherits=”FALSE” in the element. If you set the Inherits=”TRUE”, the content type would work.
Based on the article form MSDN:
If Inherits is TRUE, the child content type inherits all fields that are in the parent, including fields that users have added.
If Inherits is FALSE or absent and the parent content type is a built-in type, the child content type inherits only the fields that were in the parent content type when SharePoint Foundation was installed.
The child content type does not have any fields that users have added to the parent content type.
If Inherits is FALSE or absent and the parent content type was provisioned by a sandboxed solution, the child does not inherit any fields from the parent.
It means if you set the Inherits to true, we would lose all our customization there.
If we set Inherits="FALSE", which means you then have to remember to explicitly add into the definition all the stuff you should be inheriting, like the default Doc Set event receivers.
More reference:
http://morefunthanapokeintheeye.blogspot.com/2012/10/how-to-successfully-provision-and.html
http://ybbest.wordpress.com/2012/07/04/how-to-deploy-document-set-using-caml-in-sharepoint2010-solution-package/
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Document set and list

Hi,
I need to add a list to a document set or link it somehow. I tried on the document set page to add webpart a list which works but dont know how to filter only list items related to the particular document set.
Has anyone done something similiar?

Yes, I have done something similar, but I must admit that in the end we just used folders in a list.
If you want to use the document set, what I did was:
- create my own link to the document set with a querystring filter parameter to filter out the correct items (via a workflow and multiline field)
- created my own links to add new items to the list (in order for the source parameter to link to the document set with the parameters and to fill in some fields like RootFolder)
So there is a lot of customization to be done there. That is why we used a list with folders. I still use the workflow to create a link for the items, but there is no more customization for the items to filter them, we just use the correct RootFolder.
Regards, Marijn Somers|| http://www.beyond-it.be || Twitter: http://twitter.com/marijnsomers || http://marijnsomers.blogspot.com

How do I set the default welcome page for PUBLIC user

gurus,
i'm using -
Oracle 9i Database
Oracle 9ias Portal Release 2
QUESTION => how do I set the default welcome page for the PUBLIC user.
i did the following to achieve this -
1. logged into portal
2. clicked on builder
3. clicked on administer tab
4. selected PUBLIC user in the Portal User Profile portlet
5. went to the preferences tab
6. in the default home page selected a custom page group
7. logged out of portal
8. open a new browsere session
9. type the portal URL and i get the login page ....??
i'm unable to understand this behavior ... shouldn't i be getting the page group that i set for the PUBLIC user in step 6 above ....
the second QUESTION is => when the user logs out he/she should see the PUBLIC page set in step 6 above ... but, instead the user sees a page that is as follows -
Partner Application Name Logout Status [Logout Status]
Oracle Portal (portal) logout status
The SSO Server (orasso) checkmark
buzz.resva.trw.com:7778 checkmark
infrastructure.happy.resva.trw.com checkmark
portal1.buzz.resva.trw.com checkmark
portal2.sylvester.resva.trw.com checkmark
sylvester.resva.trw.com:7778 checkmark
so, how can i set the default page for the PUBLIC user and also a page when he user logs out.
ideas anyone ....?
thanx a bunch.
hero

Hi,
The sequence of operation you are doing to set the home page for public users is correct. You are getting the login screen as the "custom page group" selected as "home page" has not been granted to public.
Also, while logging-out, it is normal behaviour to get the screen where it shows the list of partner applications from where user has been logged-out. When you click on "Return" button, you will get to the "home page" set above.
Hope it clarifies the things.
Regards,
Ved

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
Kesava

Hi 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

SPD List serial WorkFlow attach Dynamic approvers, Document Sets attached to List

SPD Workflow:
System : SharePoint 2013
1. Approver's should be fetched from a people picker item of another List based on condition (Filter with department)
2. Workflow should be serial & approvers should be dynamic from above list item people picker based on department condition
3. As it is a List workflow i.e., Custom List is associated to Workflow but I need to upload a document set as a List item
4. When ever user creates a New List Item, Initiation page should allow him to attach multiple documents, while uploading first document into list from Intiation page, it should create a unique document set with a sequence number and other documents
should be added in the same document set & that document set should be attached to list item.
5. Action from Email should reflect the workflow approval.
/*below point is not Important to achieve in SPD*/
6. I would like to create a separate List or New List after 1000 document sets are uploaded to workflow list & workflow should be associated automatically when a New List is created
*I know how to achieve It from server or client side coding..
suggest optimized way to achieve above points in SPD 2013 & OOB only?
V

Hi,
I had tested again with multi workflows which are assigned to three users, they all worked well.
At first, the workflow would send an email to the first approver, when the first approver approved; then send an email to the second approver, when the second approver approved; then send an email to the third approver.
When the third approver approved, the workflow would completed, then the assigner who started the workflow would receive an email that the workflow has been completed.
You can create a simple workflow to check whether it works.
Such as you can just only use the “Start Approval Process” one action to check whether it works.
Did the issue occur in other lists or libraries?
You can create a new list or library, then create an approval workflow to check whether it works.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Related list on Document set welcome page

Similar Messages

Maybe you are looking for