Workflow - move document set and the content

Hi,
I am working on "simple" solution to move document set and its content to different library.
Source and destination libraries were created using the same template.
I can copy documents from inside the doc set to other library but workflow doesn't work when run on doc set....
Any tip?
Thx

Plz check the following thread for similar issue
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/5b8a3126-fa85-4e59-b785-02df7c277c87/copy-a-document-set-to-another-library-via-an-spd-workflow?forum=sharepointcustomizationprevious
Please Mark it as answer if this reply helps you in resolving the issue,It will help other users facing similar problem

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Retention Processing does not move Document Set to the Drop Off Library

Hi Everyone.
Had Retention Processing working fine. Moving files between Document Librarys and the Record Centre using Information Management Policies to move to the Drop-Off Library where the Content Organizer Rules moved them to the relevent Library.
It has all come to a grinding halt with the following line in the '14 hive' logs.
Skipping retention processing for item /doc/Housing/1 RET TEST SET on web http://moraysrv052/doc because there is an unprocessed schedule update. 1b1dfe42-28f9-440a-b84a-17c20aa9c7d6
I have searched the Internet and these forums but can find no reference to this error, Can anyone help as automatic retention policies are crucial to our Sharepoint Implementation.
Cheers
Ross Urquhart

Vinit
Thanks for the advise but not the answer unfortunately.
I have the Content Organizer & Expiration Policy Timer Jobs running every 15 mins, Information Management Policy runs Weekly as this only effects changes to Policy. I have changed the times so all jobs run every 15 mins. Still get the same error message.
Expiration worked perfectly before when it was triggered by Closure Date, A column we created which the user populates to indicate the Document can be closed. Retention then moves the Document to the Record Centre. I changed the trigger on one of the Document
Sets to be Created Date and this generates the error, Change this back to Closure Date, no error, Document moves to Record Centre Drop Off Library.
Another observation. If Retention is against a any other Content Type it is called Created if it is against a Document Set Content Type it is called Created Date, however when you review the Compliance Details of the Set it is called Created.
Does this trigger any ideas.
Cheers
Ross Urquhart

Workflow: create a document set and add default documents to it

Having a workflow create a new document set seems straightforward: use the "create list item” action, choose the target library and one of the document set content types available in it
and supply values for the fields. But that workflow action doesn't provision the document set with default content, even though the content type has default content defined. Other people have asked the same question and some say you can write a second workflow
triggered by creating the new document set item in the target library, but I don't see how you can add default content to it.
"Copy list item" would work if you could supply the title of the document set along with the target library. You can copy files (in my case several .msg, .pdf and .docx files) from
a "templates" library, but without being able to add the document set name/path as part of the target "this list" they end up in the root of the target library not in the document set.
I've seen suggestions that "Create list item" will work, but I don’t see how it can since with that you can't supply a file name to provide the default content with.
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Tom
SharePoint Systems Officer, Capital Regional District, BC, Canada

Hi Tom,
According to your description, my understanding is that you want to add documents to the document set using workflow.
I recommend to use the custom workflow activity “Copy List Item Extended” and you download it from the following link:
http://spdactivities.codeplex.com/.
With this activity, we can copy documents to document sets.
Please refer to the link below to deploy the custom activity:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/24f21b48-0078-4c18-bd3e-180cd2291c28/moving-items-into-library-foldersdocument-sets-infopathspd-2010-workflow
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

Move document set [out of the box]

is there a out of the box solution to move document set between libraries?
I have created site collection using Document Center site template for SP2013 Enterprise.
I was really surprised that Doc Set has no functionality to move it from one library to another?
Option needs to be available to end user in like 3-4 steps from document set ...
Any tips?

Hi
TUlee ,
For moving document set between libraries, you can use the Site Content and Structure in the site settings. Using the Site Content and Structure function we can manage both the content and structure
of your SharePoint site collection. To access the Site Content and Structure page, you must have a minimum of Contribute permissions.
For more information, you can refer to the article:
http://community.bamboosolutions.com/blogs/sharepoint-2013/archive/2013/07/29/how-to-use-the-site-content-and-structure-manager-in-sharepoint-2013.aspx
http://office.microsoft.com/en-001/sharepoint-server-help/work-with-site-content-and-structure-HA010131723.aspx
Best Regards,
Eric
Eric Tao
TechNet Community Support

Using Site Content and Structure unable to move documents,pages and getting weird error message

Hi ,
earlier we are moving a page ,document from one site to another sub site with in the Site Collection.
Now,we are getting a un-readable format error.
After selecting the destination we are getting the error.
and the file can't move.
What might me be the error.
Expecting answers related to my question.
1.As we can do using Internet Explorer,
2. Using Send To also we can move.
Using this Site Content and structure we can maintain Versoining also.
If any one face the same issue then we can easily find out the solution.
Regards ,
Prathap
SP Developer
Specify the destination to move the items you selected.

Hi,
Using Site Content and Structure unable to move documents,pages and getting weird error message
We are getting Below error:
When Moving Document items from one site to another site in the same site collection using Site content and structure(But it's working in same site,we can move documents from one library to another library)
1576|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|cccccccccnncnnnnn|

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Document Sets and Content Types

Hi All,
I am having trouble in getting the "document sets" content types applied as expected when I try to create a site based off custom template.
Scenario:
We have 8 document sets stored in a document library. This library is part of a site which we have saved as a template.
E.g. of document sets is "Others", "Meetings" etc
Each of these document sets have one or more content types associated with it.
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$web.ApplyWebTemplate("{GUID}#Name of Template")
When we open the document sets in this newly created site, the content types seem to be coming all together rather than being associated with the specific document set.
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Interestingly, when I go to "Document Set" settings, I only see the content type of "Others" Document Set.
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Hi Abhi,
Based on your description, I did a test. In my testing, everything worked well.
The steps are:
Go to Site Actions->Site Settings->Site content types.
Create a new content type, and select parent content type from Document Set Content Types, and Parent Content Type: Document Set
Click ok
Under Settings, click Document Set settings
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Click OK
Then repeat step2-6, and create another custom document set
Open your library, and allow management of content types in advanced settings
Add the two document sets into the library
Check each document set, and each one had different content types
Save the site as a template and include the content
Create a new site based on the site template using PowerShell(the command was same with yours)
After creating, check the document sets of the library in the new site, everything worked well.
Please check your process as the above steps.
I hope this helps.
Thanks,
Wendy
Wendy Li
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.
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More information:
What is Document Sets in SharePoint 2010?
Best Regards,
Linda Li
Linda Li
TechNet Community Support

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Workflow for Document Set

I am trying to develop an e-mail notification on a Document Set - problem is the workflow triggers not only on the document set, but all the documents within the set.
I know I can't start the workflow "when a document is created" - has anyone found a solution so the workflow is only triggered when the document set is created (and not again when individual documents are uploaded)
Cindi

There are a couple of options that I can think of.
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After you have created the Workflow you would need to go back into your MyCustomDocumentSet Content Type and set the Workflow to start on When an item is created.
The second option (perhaps not so elegant, but easy to set up and will work) is to have a normal List Workflow that fires for the Document Set and Documents within it, but have a condition to check what is being created. For example:
If CurrentItem:ContentType not equals Document Set
Stop the workflow and log "My Message"
If it isn't a Document Set then the workflow will stop. However, if it is a Document Set it will continue with whatever you add to your workflow after the condition and stop workflow action.

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When I try to share a project to theater I get the message Your Theater could not be opened.There was a problem reading your movies from iCloud and the project does not share. Can anyone help?

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In order to take full advantage of the capabilities of iMovie Theater, you must be signed in to iCloud. If you are signed in to iCloud, movies and trailers shared to iMovie Theater are automatically uploaded to iCloud. You can also turn off automatic uploading, and upload just the movies and trailers you want, or delete individual movies and trailers from iCloud. For more information about the Theater, see iMovie Theater overview.
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Document sets and search not working properly

Hello,
I'm having some problems with the search function within my document library.
I have three kind of Content type Document sets:
Project A, Project B and Project C.
In my document library i have the following Document sets.
Project 1 | Project A document set
Project 2 | Project B document set
Project 3 | Project B document set
Project 4 | Project C document set
Project 5 | Project A document set
With the search function i can only find Project 2,3 and 4. The Content type document set (Project A, B and C) are all the same.
I already did a full crawl of search. Anyone any idea's what is the cause of this problem. I need to fix this before Friday, because of a presentation i need to do for school.
Hope you guys can help me out!

I've done a full crawl, but it had no effect. The Log shows nothing strange...
Or is it because i'm using . in the names?
Project 1 = 13.22.0001
Project
2 = 13.22.0002
Project 3 = 13.22.0003
etc.

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

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I have two questions:
1. Can workflow be started on Document Set (using 2013 workflow - Visual Studio) ?
2. Can Document Set be declared as Record from 2013 workflow - Visual Studio?
EDIT:
3. Can Document Set be declared as Record programmatically?

Yes you can start workflow on Document set.
http://sergeluca.wordpress.com/2011/06/05/sharepoint-2010-workflows-and-document-setsstart-the-workflow-when-a-new-item-is-createdbe-careful/
You cannot declare document set as record.
http://social.technet.microsoft.com/Forums/sharepoint/en-US/99af83f1-c1b8-4097-aac2-507e59593f71/document-set-cant-be-declared-as-a-record
http://www.sharepointanalysthq.com/2011/09/document-set-limitations-and-considerations-in-sharepoint-2010/

Workflow - move document set and the content

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