Document Set is a feature introduced in SharePoint 2010 as part of content/document management. Document set helps to manage group of documents as a single entity.

learn more… | top users | synonyms

1
vote
0answers
8 views

Document set ribbon allows creation of documents

I have a library with document sets. Normally in the ribbon under "New document" I can only create new document sets when I'm in the top most level. Only when I am inside a document set this ribbon ...
0
votes
0answers
12 views

Populate programmatically FileLeafRef for document set

Is it possible to populate field FileLeafRef for document set automatically after user pressed Save button? After document set saved it has to have following name: "DocSet" or "'ID'-DocSet". So it's ...
0
votes
0answers
14 views

create document set in Document library folder in nintex workflow 2010 [on hold]

I am using Create Item action and trying to create document set in document library by using Nintex workflow 2010 but getting error: Failed to create item. The file or folder name contains characters ...
1
vote
1answer
24 views

Custom Document Sets opening as Folders

I have a custom library with custom content types derived from document set. The library doesn't recognize them as document sets, and when clicked on they open as a folder instead of to the welcome ...
0
votes
0answers
9 views

DocumentSet.Create parameters and how they relate to fields

I'm looking at the DocumentSet.Create method to create DocumentSets programmatically and I'm a little confused about the name parameter. I presume this is going to populate the Name field in the item? ...
-1
votes
0answers
17 views

In a dialog box upload multiple documents and assign meta-data to each document during upload process?

Creating a dialog box that: Uploads multiple document. Manage Meta-Data for all items. User friendly.
0
votes
1answer
21 views

Rename Document Set item while creating - problem with page redirection

I need all document set items to have following name: " - My Doc Set Item". So I added following code to ItemAdded Event Receiver: properties.ListItem["FileLeafRef"] = ...
0
votes
1answer
855 views

Edit form for document set missing columns

When I am trying to edit a document set, the Edit Properties form only shows the Name field and no other properites from the document set. View Properties shows all the properties of the document set ...
0
votes
1answer
326 views

hide 'Folder' in the document-set properties, Content Type dropdown

I have a document library where I use document sets. The setting 'Make "New Folder" command available?' is set to NO. When I however edit the properties of a document set, 'Folder' is available in the ...
4
votes
1answer
103 views

Is it possible to create a Document Set using REST API

I know this can be done using the JSOM, but is it possible via the REST API to create a document set?
1
vote
1answer
431 views

Issue with Content Organizer Rule for Document Sets in SharePoint 2010

I have created a new custom content type for document sets in SharePoint 2010. This content type is published via a Content Syndication Hub. I have also created a Record Centre site on the same web ...
1
vote
0answers
34 views

how to move the document set from one document library to another document library?

I want to move the document set from one document library to another document library,can any one help on this i a working in SharePoint2013. Regards, Phani
1
vote
1answer
1k views

Getting hold of the document sets in a library

I am sure something wrong with the following code. There are over 400 document-sets in the library and script only shows 8. Please suggest which line is messed up. (At one time I could get this work) ...
1
vote
1answer
578 views

How to route documents via Content Organizer/Drop Off Library to appropriate document set

My business partner wants to use document sets. The vast majority of the docs they want to store come to them via Outlook emails as attachments. They would like to forward the email with attachment ...
0
votes
0answers
113 views

SPD 2010 Workflow: Intermittent item creation issue

I have an intermittent workflow issue that's proving exceptionally difficult to troubleshoot. Given the details below, what would be the next steps in finding a cause for this issue? Details: This ...
0
votes
1answer
50 views

Moving Document set from a Documet library to another with Document-ID

I have used myDocumentSet.export and DocumentSet.Import method to move a document set from a document library to another library within same site and same site collection. However it gets a new ...
0
votes
0answers
16 views

Setting alerts on Document Sets in a Document Library

I have a library for multiple projects. Each project consists of 9 Document Sets with approx. 10-20 documents, the projects can be viewed using the metadata collected on the doc sets either by project ...
0
votes
1answer
31 views

Functional difference between document set and document library

I need to upload multiple document from multiple teams in a site. Can anybody please tel me which option is more suitable(document set or document library) How do they differ from each other.
1
vote
2answers
2k views

how to get the context of current document set in a custom web part placed on document set welcome page?

I want to create a web part to place on a document set web part. How would I get the context of the document set and the documents within the set from within the web part? thx
2
votes
1answer
108 views

Create a document set with JSOM

I'm trying to generate document sets on the fly with the following code. It is using /_layouts/15/SP.DocumentManagement.js for the SP.DocumentSet.DocumentSet.create method which takes four parameters. ...
0
votes
0answers
27 views

How to link from one item to another?

I want to have a field in Content Type A that can link an item to an item in the same list but a different content type (Content Type B). So for example, A-1 and A-2 link to B-1, A-3 links to B-2, ...
1
vote
1answer
30 views

Problem editing document set in SharePoint

I want to customize the edit form for document sets. I know that it uses editform.aspx. I create jQuery code inside content editor web part. When I edit document sets attribute, it works with content ...
0
votes
0answers
22 views

Workflow to change permissions on items within a document set?

We would like to set the permissions of our document sets based on a field called "classification". For now we have a workflow that checks for this field and then sets the permissions based on a ...
1
vote
0answers
27 views

SharePoint 2010 Document Set New Documents Button

I am implementing a Document Set based case management solution - positioning the case file as a Document Set Content Type then having Document Content Types for documents required within the case ...
0
votes
0answers
54 views

Nested Document Sets in SharePoint 2013

Document Sets are a nice thing, because you can use them to group documents, set unique permissions on them (which are inherited by child items), easily manage files in file explorer (with Document ...
0
votes
0answers
38 views

Connect list to Document Set in Sharepoint 2013

Scenario: We have document library "Incoming correspondence" where we want to store incoming correspondence. sometimes it's more than one document in package, so we want to use DocumentSet to store ...
0
votes
0answers
11 views

Sharepoint 2010 Document Set Permission

The goal is to allow the user to create the document set and place the first document into the set. After that the document set goes to a group that will add other items to the document set, but we ...
0
votes
1answer
402 views

How to create Document Set?

I am following this post on here getting Create Error when using Powershell to create Document Set. The script is creating regular yellow folder. However, I can create Document Set using UI in a ...
1
vote
1answer
52 views

Can a workflow move documents into a document set in Sharepoint 2013?

Can a workflow move documents into a document set (within the same library) in SharePoint 2013?
0
votes
0answers
41 views

Add a Workflow to a Document Set

I have a library of Document Sets (each set represents a product and documents pertaining to that product). I need to send the entire document set for review/approval to certain individuals. How do I ...
0
votes
1answer
23 views

Link pictures to existing documents in document library

In the current setup I'm working on I have a quite big challenge. I have a document set with some pdf documents inside. Each pdf document has a kind of identifier (problemID metadata field for ...
3
votes
1answer
44 views

NewFormUrl stops user field from saving data

I have a custom content type inheriting from document set. The content type has various # of fields, including two user (e.g. Person or Group) fields. <Field ...
0
votes
0answers
46 views

Error creating document set

On a SP2010-farm (1 Front-end) we have a webapp with one site collection. In the sitecollection we have a library with some custom content-types for document sets. This library has worked OK for ...
0
votes
2answers
128 views

How to add a specific folder in Site Documents to a Documents App?

I have all of our team's files in the documents repository but I want to be able to create a documents app that I can put on a page that just shows one folder. Is that possible? I have full modify ...
0
votes
1answer
36 views

DocumentSet SendToOfficialFile returns Not Found

SharePoint 2013 Enterprise, Visual Studio 2013 Premium I have a requirement to re-open a record that has been moved to a records center. In our case, records consist of a custom DocumentSet based ...
2
votes
0answers
22 views

Rename Document Set that has declared documets

In a 2010 SharePoint site, we would like to rename a number of document sets. The problem is that when the documents are already declared, it becomes a tedious mess that takes a very long time. We ...
0
votes
0answers
60 views

Linking (URL - UNC) from Excel 2010 to PowerPoint 2010 through SharePoint 2013 Document sets

We are running SharePoint 2013 and document sets that have an excel file and a PowerPoint presentation both in the document set folder and we have mapped this to a unc path ...
0
votes
0answers
30 views

Two way relationship between two documents within a library

SharePoint 2013: I need to create a two-way relationship between two documents within the same library. My client needs a link between an English version of a document and a translated version. ...
1
vote
0answers
29 views

Document Set lookup error

I have what seems like a minor bug when setting up a new document set. I've created a new content type based on a document set. One of the columns in the document set is a look up to a supplier list. ...
4
votes
2answers
112 views

Document sets losing their Welcome Page

We are using SharePoint 2013: In our solution we have multiple content types as child content types of "Document Set". In some cases, which we cannot reproduce, the Document Set loses its Welcome ...
0
votes
3answers
67 views

Document Set documents across multiple libraries and/or site collections

We are currently moving from Documentum to SharePoint 2013. The question that came up how can we have a Document Set in SharePoint where documents are across multiple libraries and/or site ...
1
vote
1answer
54 views

How to create a External Content Type equivalent to a Document Set?

I'd like to create an External Content Type either inheriting from or equivalent to a Document Set. I'm not finding any good examples and Document Sets are derived from folders, so the API must be ...
0
votes
0answers
17 views

Data missing when linking a Chart Web Part to a Document Set in SP 2010

The Chart Web Part doesn't show any data in the preview pane when I connect a Document Set list. It does work with a standard list. Is this a bug or a feature? If a "feature" is there any known ...
0
votes
0answers
30 views

Document Set Display Template

I have a tagged Document Set with several attachments. I have a query through the content search web part on my home page which pulls this document set. When I click on the document set, it takes me ...
2
votes
0answers
62 views

Following document set

Am I missing something? It looks like I can't follow a document set in a document library. I can indeed follow any document inside the document set, but not the set itself. Is there a way to enable ...
0
votes
1answer
591 views

“Error Occurred” on Document Set Approval Process

I am trying to use the Document Set approval process, it seems to be set up fine but when I run it it says "Error Occurred" - more details reveals "An error has occurred in Approve Document Set." ...
1
vote
1answer
424 views

SPS 2013 Document Set view all Properties

From inside a document set, in the Welcome page, I select "View All Properties" But the only property it shows is the Name field.... The "Edit Properties" shows all of the fields..... Can ...
0
votes
0answers
49 views

Document set welcome page - define programmatically

I have a solution with a custom Document Set content type declaration. I'm also using solution event receiver to define formurls for my CT: SPContentType ct = web.ContentTypes["MyDocSetCT"]; ...
0
votes
1answer
98 views

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 ...
0
votes
0answers
21 views

How to show a column of a document content type to the parent document set

I would like to show a field (column) of a document type (child of a document set) within a Document set's fields. Document has a field with the value Valid and I would like this value to be visible ...