The project code and Project Name fields are automatically updated at the documents level as we have selected them The default content types are automatically created with this new instance. The newly created instance will look like as shown in below fig.Select Welcome Page columns which will be shown on the welcome page of the document set.Now, under the Shared columns, select which column values for the document set should be automatically synchronized to all the documents in the list.This will create the following content types with the templates whenever a new instance of document set gets created in the document library.įig 6 - Default Content Types for the Document Set Add the default content types in the document set.As in below fig, the content types Project documents, Proposal and Reports have been added to the list.Īvailable Content Types in a Document Set Add the Available content Types for the “Project Set”.After creating the required content types, go back to “Project set” and click “Document set Settings”.Create columns in the document set as specified in above table.ĭefining a Content Type inheriting from Document Set.To create the content types defined in above table, go to site content types.Go to Document Library Settings, and enable “Allow Management of Content Types”įig 3 - Enable Management of Content Types.Activate the Document Set feature by navigating to “Site Collection Features”.Table 1 - Content Types for Use Case Document set in Action Provides two content Types - Folder and Document Set. To structure documents in a container, SharePoint All the documents related to a project will be grouped under Project Entity. Keeping in mind the above requirements, let’s look at how these requirements will be mapped in SharePoint.Ĭontent Types will be created for each entity. Will have their individual characteristics. The Proposal, Project Documents and Reports are the entities within the Parent entity.The metadata at Project entity will be inherited by the child entities. So on the basis of above requirements, all the documents related to a project will share some common information such as Project code, Project title, Client etc., and will have some different properties such as Document category, Creation date, Created byĪs shown in the above figure, Project A and Project B are the parent entities. Each project may have several types of documents for e.g.: Let’s consider a use case to understand it:Ī Project Management Department has a requirement to maintain the project repository on SharePoint. Thus, documents set may be viewed as group of related documents which can be managed as a single entity and share metadata, workflows and version history. Of documents, document sets are targeted to support business processes and manage the content as a single unit. While folder acts as a container for group Document Set can be thought of an extension to the folder. Overviewĭocument Set is the special type of Content Type available in SharePoint that supports management of group of documents, and treat them as a single entity. the idea is to explain the benefits and limitations to be kept in mind, while designing the SharePoint Solutions. This article aims at providing an overview & usage of Document Sets in SharePoint 2013.
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