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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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Document Set: list view threshold error when restoring a version

When trying to restore a Document Set, I am getting an error: Sorry, something went wrong The attempted operation is prohibited because it exceeds the list view threshold. I only have approximately ...
Denis Molodtsov's user avatar
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1 answer
39 views

Power Automate - How to remove Microsoft 365 Group from Folder permissions in SharePoint

I have a requirement to remove all permissions from a new doc set each time one is created, then have my flow grant specific permissions from there. I have several Send an HTTP Request to SharePoint ...
Chris's user avatar
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SharePoint Online Library - When a new Doc Set is created, only the creator should have permissions

I have a SharePoint Online Library which requires users to create a new doc set, which triggers flows for approvals, etc. I just modified the Library Permissions to Stop Inheriting Permissions, but ...
Chris's user avatar
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1 answer
41 views

Power Automate Flow - Create a new folder from PowerApps - Folder Path?

I am trying to have a Canvas app create a new folder in a library, but in the Create a New Folder action, "ask in powerapps" is no longer available. How can I populate the folder path ...
Chris's user avatar
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14 views

SharePoint Online Doc Library - Uploaded document to New Doc Set, missing metadata

The fix for this might be something simple I'm overlooking. But I have a Document Library, where the user fills out an SP default form with metadata (people pickers, dates, choice, etc.). When they ...
Chris's user avatar
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How can I open an SharePoint Library item in a PowerApps Canvas app with metadata?

I've got a request in a SharePoint Library that requires these steps: User selects Create New Document Set in the Library by filling out a SharePoint default form with various fields (choice, y/n, ...
Chris's user avatar
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SharePoint Library intake form - Error with Powerapps, but not default form?

I have a SharePoint library where I need to user PowerApps for the intake form (to create a new document set). I keep getting an error: Network error when using patch function. The requested ...
Chris's user avatar
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22 views

How to Create a New Document Set in SharePoint from PowerApps (customized) form?

I have a PowerApps form (customized from SharePoint library), which I need to basically mimic SharePoint's "Create New Document Set" action. It serves as an intake form, and multi-level ...
Chris's user avatar
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5 views

How do I save Excel Macro files created from "New" Button in Document Set into SharePoint

I have a libary in SharePoint with Document Sets. Inside of the document sets I allow for a custom content type based of "document". In the template for this custom content type I have a ...
Theo's user avatar
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21 views

How to hide the "Content Type Field" in a SharePoint Library form - create a new document set

I have a Sharepoint online Library where I'm using a SharePoint default form (with some json) to create a document set and go through an approval process. Once I've created the Document Set, and re-...
Chris's user avatar
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Getting error while trying to move documentset from one library to other using PnP powershell

I have a requirement to move the document set(documents inside) from one library to other within the same site, maintaining all metadata and versions in destination library as well. I tried below ...
Swetha's user avatar
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31 views

Document Set content type shared column

I have created a document set content type that has multiple columns. One of those columns is "Tracking Number," and it is a shared column. I want to know if it is possible for users to edit ...
Harris's user avatar
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1 answer
155 views

Document Sets Vs Folders, managed metadata and automation using power automate

We are trying to benefit from using folder structures and managed metadata to store and filter/search our SharePoint documents. so i created a term group >> with 2 term sets >> named "...
microsoftdeveloperdesigner's user avatar
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1 answer
499 views

Power Automate - Create Document Set with Metadata to SharePoint library

I have a SharePoint Online Library, with a customized PowerApps form. I've been able to create a flow, and run it from my PowerApps form, to create a Document Set in my SharePoint Library. My form ...
Chris's user avatar
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Document Set in Classic Experience: Trying to use an SPWeb object that has been closed or disposed and is no longer valid

When I click on a SharePoint Classic experience document set in a document library, the following error shows (German): "Trying to use an SPWeb object that has been closed or disposed and is no ...
TheFrisbee's user avatar
1 vote
1 answer
136 views

Modern EditForm for Documents when using Document Sets

When using SharePoint Online Libraries in modern experience, the edit form for documents is usually shown as a panel to the right. I found out, that adding a Document Set content type to this library, ...
Martin Z's user avatar
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1 answer
51 views

How do I restore a previous version of the "docsethomepage.aspx" of a document set content type in SharePoint Online?

I want to go back to a previous version of the homepage of a document set content type in a specific document library called "Reklamationen". The content type is called "Reklamation&...
TheFrisbee's user avatar
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23 views

SPFx on SharePoint SSSE : custom menus not appear in document sets

Everything is in the title : we have deployed successfully a SPFx extension on a SharePoint SSSE, with custom menu items. Everything is fine at the library root folder, in subfolders but... menus are ...
user21090's user avatar
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0 answers
19 views

Help with downloading SPO files in folder structure based on metadata

I have a SPO libary with document-sets, in which multiple documents are stored. Every docset is linked to an 'Object' (metadata). Every document inside a docset has metadata 'Document type'. The ...
John's user avatar
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1 answer
450 views

Use Tile view only for top level of Document Set?

I have a Document Set defined and I created a default view on the library using the Tiles format, so it appears like this: I want to have it so that when I click on the tile representing the Document ...
mannaggia's user avatar
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0 answers
53 views

SharePoint Custom Action on document set in docsethomepage.aspx

I would like to create a custom action inside Manage ribbon group that would start a workflow on a document set not a file within. I have spent some time trying to enable the custom action created in ...
Furli's user avatar
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0 answers
41 views

Is there a way to trigger a Document Set version capture from JavaScript? Maybe through the REST API?

According to this article, the only way to create a Document Set version is to do it manually by clicking on "Capture Version". I know that's not entirely true because DocumentSet....
Dylan Cristy's user avatar
  • 12.8k
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0 answers
49 views

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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0 votes
1 answer
22 views

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
0 votes
1 answer
132 views

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
0 votes
1 answer
500 views

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
0 votes
1 answer
58 views

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
1 vote
0 answers
74 views

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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0 answers
147 views

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
1 vote
1 answer
419 views

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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0 votes
2 answers
417 views

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
0 votes
1 answer
18 views

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
  • 595
1 vote
0 answers
535 views

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
1 vote
0 answers
75 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
0 votes
2 answers
68 views

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
0 votes
1 answer
22 views

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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0 votes
0 answers
63 views

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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0 answers
864 views

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
0 votes
1 answer
43 views

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
518 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
2k 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
0 votes
1 answer
996 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
  • 101
0 votes
1 answer
226 views

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
905 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
0 votes
1 answer
102 views

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
0 votes
1 answer
201 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
117 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
  • 325
0 votes
1 answer
75 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
  • 39
0 votes
1 answer
166 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
  • 199
0 votes
1 answer
22 views

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

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