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Scenario: We have a document library with document sets configured with some default documents in them. When creating a new Document Set normally, it adds the default documents just fine. We have a SharePoint Designer workflow on another list that runs when new items are added to that list. The SPD workflow adds a new Document Set to the document library.

Issue: When the SPD workflow creates the new Document Set in the document library, it does not include the default documents for the Document Set.

Any ideas on how to get a SPD Workflow to create the Document Set with the default documents?

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up vote 3 down vote accepted

Create a workflow that fires on the addition of a document set, and creates the default documents in the current document set.

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Ended up going another route entirely, but your suggestion would work. Thanks. – John Chapman Jul 23 '12 at 17:14
@JohnChapman Could you please provide your solution here? – Herdo Feb 11 '14 at 13:09

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