Update Shared Column on Document Set creation

hi,
I have a cloud business app connected to sharepoint online,
on certain actions i create a document set in a sharepoint library , the document set i use has a shared column set - i would like to set this value at creation time or just after creation so that any documents added inherit the value.
from the cloud business app i am using the CSOM to create the document set (based on steven curran's post
http://sharepointfieldnotes.blogspot.com/2010/06/making-your-sharepoint-2010.html)
Any ideas?
Thx

Hi mrP,
According to your description, my understanding is that you want to update the shared column on document set creation.
I suggest you create a workflow to do it.
You can create the workflow as the below:
For the workflow Start Options, select “Start workflow automatically when an item is created”.
After the above, publish the workflow.
Best Regards,
Wendy
TechNet Community Support
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Hi,
According to your description, my understanding is that you want to set the external data column as a shared column in document set content type.
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Hi,
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For example:
CREATE OR REPLACE PROCEDURE TMP_PROC (
pPOL_NUM   IN       NUMBER,
pOED          IN   DATE,
pTERM          IN   NUMBER,
pTRANS_CD IN       CHAR
AS
BEGIN
     UPDATE temp
     SET     oed      = NVL (poed,       oed)
     ,     term      = NVL (pterm,       term)
     ,     trans_cd = NVL (ptrans_cd, trans_cd)
     WHERE     pol_num      = ppol_num;
COMMIT;     -- Maybe
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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
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Eric Tao
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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.
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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.
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Please help !!
Vipul Jain

Hello,
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 :(
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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.
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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.
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Hi,
I want to create a document set in SharePoint 2010 document library where i have already included document set content type.
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Hi Prashant,
Although this post is aimed at SP 2013 and the App model, it should give you the object model references you need to complete your goal:
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
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Keith Tuomi | Twitter: @itgroove_keith | Blog:
http://yalla.itgroove.net
Please click "Propose As Answer" if a post solves the problem or "Vote As Helpful" if a post has been useful to you.

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I have a Document Set with shared Managed Metadata and Person fields.
I have found that sometimes some managed metadata fields are not propagated to newly added documents using drag and drop with Windows Explorer.
[ Note : Sharepoint 2013 with SP1 ]
Example
Field A = Person or group (optional)
Field B = Managed Metadata (optional)
Step 1 :
I create a new Document Set (lets call this one docset X), with field A empty and field B with a value.
I save this docset then open the document library in Windows Explorer and finaly, drag and drop a document inside the folder of this newly created docset.
When I look at the properties of the document, I found that there is no value in the field B even if it's not the case of the docset.
Step 2 :
I create another Document Set (lets call this one docset Z), and add a value inside field A and field B.
Again, I save this docset then open the document library in Windows Explorer and finaly, drag and drop a document inside the folder of this newly created docset.
When I look at the properties of the document, I found that there is a value in the field B and in the field A.
Conclusion
So it seems that the propagation of field B depends on if there is a value inside field A.
It does not make sense.
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Hi vinz,
I tried many times and couldn't reproduce your issue in my environment(SP 2013+SP1), manged metadata field value in Docuemnt Set content item always could be propagated to documents dragged/dropped in this doc set folder via Windows Explorer regarding
other fields value.
You may try to test on other lists, site collections or web applications (may also test with new manged metada term store), see if this issue could be reproduced or isolate, the manged metada column value shouldn't be depend on other column value.
Also check ULS log, see if there is any related error message generated when the document is dragged to the library windows explorer with this issue.
http://blogs.msdn.com/b/opal/archive/2009/12/22/uls-viewer-for-sharepoint-2010-troubleshooting.aspx
Thanks
Daniel Yang
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]

Update Shared Column on Document Set creation

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