Questions tagged [document-set]

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.

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Structuring contract solution in Sharepoint Online

I am currently building a contracting solution for my business. The contracting solution should be able the following relationships between clients, project and contracts: A client typically has 1 or ...
Chukke's user avatar
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SP2016 Document Set files disappear when marked complete or archived

I'm having an issue with one of my site's library that uses Document Set. I have SharePoint 2016 (I know, I know - out of my control my company doesn't want to upgrade yet) and I'm running to an issue ...
Namir Perez's user avatar
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Get all the document excluding Document sets using REST API In SharePoint

I need a REST API for getting the Items excluding the Document sets Please help me on this. I got the problem, Few Documentsets content Type is not "Documentset". Because of this only data ...
user3771062's user avatar
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Create a document with multiple sections and users choose which section of the document to complete

I need to create a document in Sharepoint with multiple sections and users choose which section of the document to complete. So an example is the full document will have sections that require a ...
Noelene Benjamin's user avatar
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1 answer
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Get all the Document set title in the library using REST API in SharePoint

How to get the title of all the Document sets in the Library using REST API in SharePoint? Thanks in advance
user3771062's user avatar
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How to hide or make it read only content type column only for Document Set Content Types

I want to be able to manage Document Content Types from a SharePoint Online library but I don't want the user to manage the Document Set Content Types. Can this be achieved and how?
Alexandru Stioboranu's user avatar
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Rootfolder option not working in Modern page

I am working in SP 2010 to SharePoint online migration. I have a document library with 1000 document sets in it. In a custom page I need to add this document library webpart and pass document set name ...
Sriram Tamilarasan's user avatar
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Cancel reminder workflow for uploaded documents

I have a document set with 2010 workflow to remind the owners of documents that their files are approaching an expiry date, using Pause for Duration. I have a Content Type for each type of document in ...
Stu's user avatar
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Creating a new DocumentSet instance using PnP library

I have created a configured a SharePoint online Document Set along with it's custom welcome page to create a new document set by filling the required values for the mandatory columns. There is a ...
Albertoe's user avatar
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How look up field in parent document set

I have a document repository made of lots of Document Sets. When I add a new document to a set I need to check a date column that exists in the metadata of the parent Document Set. I'm using ...
Stu's user avatar
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Process both single files and files in document set in Power Automate

I have a document set in SharePoint, with a bunch of files and I have the workflow below that converts a selected file in the document set to PDF. For a selected file Get file properties Get file ...
Gunilla's user avatar
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Is it possible to create a Document Set in library using PnpCore?

I'm using PnpCore in AzFunctions, and I don't find a way to create a document set in a library. I've followed the documentation and I created a Document Set Content Type, and then added it to a ...
user3160676's user avatar
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how to separate documents from folders

I have a document library with 200 document sets. Each document sets have 5 to 10 files and records. I must create a new document library and move only records and files into the new library. Can you ...
Harris's user avatar
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Child items are not inheriting the metadata from Document Set

I have a classic document library with around 8K items in it. For a few of the document sets, the child items are not inheriting the metadata of the parent even though all the columns are shared ...
Dhruvil Prajapati's user avatar
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27 views

Hidden files in Document Set Library based on custom field on SharePoint List Lookup column

I have a Document Set Library with a lookup column to a SharePoint list. Please note it is a Document SET library, not a standard Document library. The issue: Some files within a document set folder ...
Michelle McIntosh's user avatar
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What is the purpose of the New form validation for Document Sets?

I recently ran into the fact that Document Sets use a specific globalized NewDocSet.aspx page vs the standard NewForm.aspx that most Lists/Libraries use. I am interested in customizing the New/Edit/...
James's user avatar
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Why can't I save a document's property inside Document Set

I am seeing this behaviour and wanted to check if it was normal. I have document set which has a shared column named "Book". However for some of the documents inside the document set I need ...
hellothere's user avatar
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Document set view

Is there any way we can have two separate columns set up with DocSet. for instance, we have columns A and B for Docset and Column A , B and C doe the documents inside the docset? If not, can we have a ...
Harris's user avatar
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Set Lookup Field while creating Document Set REST API

I am creating document sets like described here: Is it possible to create a Document Set using REST API (How) can I add metadata values (including lookup column value) to the payload? Or do I have to ...
Alex's user avatar
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Default column values per content type

I remember doing this in the past but now I can't get default values to populate in my columns dependent on the content type. My structure is this: Library Document Set New > A variety of content ...
Eric Carr's user avatar
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Persist the custom view selected by the user while navigating between Document Set

I have a document library in which I have created a custom view called Admin View and in the All Documents (Default view), applied a filter so users can see the items created by them only. I have ...
Dhruvil Prajapati's user avatar
1 vote
1 answer
316 views

Get a Document Set's description field via the REST API

I need to get the description field from my list of document sets. I have a for-loop set up with the titles of each of the document sets, I now just need to query the REST API to return a description ...
Ben Cooper's user avatar
1 vote
1 answer
720 views

After file upload: modify properties

First: I am a noob and I use the REST API of SP server with Java, so no SDK involved here. I uploaded a file to a Document set. Now I have to modify the ContentType and some other custom fields (...
Oliver Busse's user avatar
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1 answer
392 views

Document set shared metadata not applied to documents in set

I have a document set with some custom columns and they are set to be shared to documents in the set, but it doesn't work. Neither when creating new documents from the menu or uploading existing ones. ...
Niclas's user avatar
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REST API: upload a file to a Docset

Similar to this (Upload multiple files using rest api) I want to upload files to an existing Docset. I am using the pure REST API as I am on Java. I asked myself, how to control where the uploaded ...
Oliver Busse's user avatar
1 vote
1 answer
438 views

Document set template (DocSet with pre-defined folders)

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 ...
Little_Ghost's user avatar
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Document set Library issue

I have created a document set library. By the time any of users create an item they can not view the documents as they should. I can see the documents, as site owner but not other users. Could anyone ...
JamesFurriery's user avatar
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1 answer
151 views

Modify a file's 'SortBehavior' field value

In a SharePoint Online Document library I have converted folders to document sets via PowerShell. However, the resulting document sets still have a value of "1" in the hidden and read-only ...
Anthony Bandoly's user avatar
1 vote
1 answer
65 views

How to disable/hide the edit form that pops up after uploading new file into Document Set (SP 2016)

I have created a Document Set Content Type named "Contract" with 2 shared columns (Start Date, End Date). I have also created a Document Library named "Contracts" which use this ...
Kiki's user avatar
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1 answer
59 views

Columns order in document set welcome page view

Is there a way to choose a specific order of the metadata columns that are displayed in the properties of the document set within "welcome page" ?
David's user avatar
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1 answer
126 views

SPFx - How to know if a user is in the context of a document set

We want to display custom menu buttons in a document set. We haven't found a solution, through SPFx, which gives us information that the user is inside a document set. Neither Url or ...
Maddy's user avatar
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1 answer
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Synchronize two document sets

Is it possible to synchronize two document sets? This has to be done because we need an admin and a public view for the document set. The difference between these 2 views is that we want to have one ...
WalrusMD's user avatar
1 vote
1 answer
40 views

Display powerapps instead of display pane

Can I completely skip the property pane and show directly the powerapps form on the right hand pane? I know I can disable quick edit from the advanced settings of the document library, but this is ...
kernel52's user avatar
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1 answer
17 views

SharePoint Designer 2013 Email Workflow On SharePoint 365/Online Include List of Files Under Document Set

I have a SharePoint Designer 2013 workflow on my SharePoint Online site that sends an email based on a metadata trigger linked to a Document Set with an choice 'Action' column - it works fairly well. ...
user96657's user avatar
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1 answer
288 views

Programmatically adding default content via URL to document set

I´m trying to programmatically add default content to a document set via powershell in SharePoint Online. The thing is, that I only find examples where the files are given/uploaded, I would need a ...
SPOQUA's user avatar
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1 answer
33 views

Hide Column from Document Set

I would like to hide the "Delete Document" column of my content-type "create new word document set", but I cannot do it in the settings because it has a gray background. Does any ...
Christian's user avatar
1 vote
1 answer
206 views

Hide document set columns

I have a column (Process) in the document set that should remain displayed on the overview page (screenshot) where all the documents can be found. When I edit the properties (2. screenshot), however, ...
Christian's user avatar
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0 answers
31 views

Change icon of a folder via JSOM/REST

SP2013 on-premise: I sporadically happens that a document set gets created and is displayed with a folder icon rather than a document set icon. Does anyone have a JSOM/REST snippet to change a ...
Juergen Riemer's user avatar
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307 views

Suddenly cannot edit document properties inside of document set

I created a document set content type with meta data/columns, and configured the "document" content type for a particular library with different meta data/columns. When I set it up last week,...
Jon's user avatar
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1 answer
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Version history not saving properties

I have 3 environments on which I have Versioning turned on. Each of them is created from the same PnP template, and has the same logicApps/etc connected to them. On one of them however, version ...
Wolwgang's user avatar
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2 answers
72 views

Restrict document set

when I create a document set, I only want certain document types to be created (see screenshot). How can I restrict the fact that only Word files can be created in the document set? Best regards ...
Christian's user avatar
0 votes
2 answers
67 views

Document Library level search is giving error - Error code: -2147467259 in Modern SharePoint (Team Site)

When I am trying to search using metadata in the document library getting the below error However, whenever I am searching on the OOTB Modern SPO search page, it's giving me the result using same ...
Virendra Kumar's user avatar
1 vote
1 answer
186 views

How do I make fields required for documents within a doc set, without that field be required for the doc set itself?

I need to be able to create document sets where each document with the doc set has a required field, without requiring that that field be required when the doc set is created. Each document within a ...
Ashton Sheets's user avatar
2 votes
2 answers
427 views

SharePoint Online JavaScript creates folder instead of document set

We have a SharePoint Online system with 4 custom new forms created with Html/JavaScript. These forms used to create document sets and worked very well for a year (the forms are for different document ...
warrenbarton's user avatar
2 votes
2 answers
306 views

Hide column only on DocumentSet Level SharePointOnline

We have column "IsKiDoc" Type : Yes/No, We want to hide this column in default view only at DocumentSet level but inside the Document set we want everyone can see and make changes on that ...
Sachin Shinde's user avatar
0 votes
1 answer
758 views

Quick Edit not allowing me to change Content Type of a file within Document Set

I'm working on developing a new document library for our Team and am very interested in using Document Sets. I setup a simple Document Set with a few different content types, as well as shared columns....
JW43's user avatar
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1 vote
2 answers
337 views

Strange behaviour of Document Sets in Modern Experience

I have found that if I have, for example, three different custom content type Document Sets added to the same library, then, after creating new Document Set and saving it, Details Pane shows ...
Dovydas's user avatar
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1 answer
162 views

How to unlink a copied page on sharepoint

I needed to seperat a page on my sharepoint, so i made a copy of the page. So as to keep the look and feel the same. I now want to make changes to the folders in the duplciate site. How do i do that ...
kerry's user avatar
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0 votes
1 answer
398 views

"Content types that are available to this Document Set have been added or removed" in SharePoint Online

Question: I have a site collection that contains multiple sub sites with documents libraries inside. I need to update the documents set inside those libraries using code. It could be via CSOM, ...
Gabriel Bravo's user avatar
0 votes
1 answer
1k views

Delete files within a Document Set using a MS FLOW

I have a condition wherein, my document library has year wise folders, within each of these folders are several document sets and each of them hold few files/documents. I am looking to build a Flow ...
Sanjana V's user avatar
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