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I'm using document sets to store project for the team. It has some meta data defined like start date, requester, owner and more stuff like that. Now, within a document set, there should always be a couple of folders that are the same. Think of folders like: Source files, For review, Final and Open project files.

Instead of having to create these folders by hand each time a new project (docset) is created, is there a way to "template" this so that a new docset has these folders by default?

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If this is SharePoint Online I would suggest to use PowerAutomate/Flow.

Every time a new item is added, check if the content type matches the Document Sets content type name/id and then create the folders.

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  • Hi! Thanks for the response! Yes, it is in sharepoint online. I've trying around but can't seem to get it working. I managed to create a flow that when a new item is created (a new document set), it creates a new folder (with a predefined name, which is good)) but it creates it in the root of the library, and not in the document set. Also, when I create something else (document, folder) it still created that new folder in the root, and I have no idea how to check it. I've been looking around on internet but can't puzzle it together :S Aug 2, 2021 at 15:13
  • I got it. I start with an "when item is created" action. This has a trigger condition @equals(triggerBody()?['{ContentType}']?['Name'], 'New Project'). After that I initialize a variable to store the name of the project. Then I finish with a Create new folder action where I use the variable in the folderpath, ending it with /desired_foldername. Works like a charm! Aug 12, 2021 at 10:01

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