Power Platform Development

Contents include SharePoint and Power Platform Development techniques

Friday, 2 March 2018

SP NameSpace classes

SP Namespace
SharePoint 2010
Last modified: June 14, 2011
Applies to: SharePoint Foundation 2010
Provides a subset of types and members in the Microsoft.SharePoint namespace for working with a top-level site and its lists or child Web sites.
Classes
The following table lists classes in the SP namespace that are supported for public use in Microsoft SharePoint Foundation 2010.
Name
Description
ArrayListEnumerator
Enumerates the values for an array.
Base64EncodedByteArray
Represents a base64-encoded array.
BaseCollection
Represents a collection of objects.
BaseCollectionEnumerator
Enumerates the values for an SP.BaseCollection.
BasePermissions
Specifies a set of built-in permissions.
BWsaClient
Defines a client for adding datapoints and streams to the Software Quality Metrics (SQM) data file.
BWsaConfig
Contains the configuration information for the Software Quality Metrics (SQM) data.
BWsaData
This class and its members are reserved for internal use and are not intended to be used in your code.
BWsaDatapoint
This class and its members are reserved for internal use and are not intended to be used in your code.
BWsaHeader
This class and its members are reserved for internal use and are not intended to be used in your code.
BWsaStream
This class and its members are reserved for internal use and are not intended to be used in your code.
CamlQuery
Specifies a Collaborative Application Markup Language (CAML) query on a list.
Change
Base type for a description of a change to an object.
ChangeAlert
Indicates a change to an alert.
ChangeAlertPropertyNames
Specifies properties of the SP.ChangeAlert Class.
ChangeCollection
Represents a collection of SP.Change Class objects.
ChangeContentType
Indicates a change to SP.ContentType Class.
ChangeContentTypePropertyNames
Specifies properties of the SP.ChangeContentType Class.
ChangeField
A change on a Field.
ChangeFieldPropertyNames
Specifies properties of the SP.ChangeField Class.
ChangeFile
A change on a File not contained in a document library.
ChangeFilePropertyNames
Specifies properties of the SP.ChangeField Class.
ChangeFolder
A change on a Folder not contained in a list or document library.
ChangeFolderPropertyNames
Specifies properties of the SP.ChangeFolder Class.
ChangeGroup
A change on a Group.
ChangeGroupPropertyNames
Specifies properties of the SP.ChangeGroup Class.
ChangeItem
A change on an item.
ChangeItemPropertyNames
Specifies properties of the SP.ChangeItem Class.
ChangeList
A change on a list.
ChangeListPropertyNames
Specifies properties of the SP.ChangeList Class.
ChangePropertyNames
Specifies properties of the SP.Change Class.
ChangeQuery
Defines a query that is performed against the change log.
ChangeSite
Specifies a change on a site collection.
ChangeToken
Represents the unique sequential location of a change within the change log.
ChangeUser
A change on a user.
ChangeUserPropertyNames
Specifies properties of the SP.ChangeUser Class.
ChangeView
A change on a view.
ChangeViewPropertyNames
Specifies properties of the SP.ChangeView Class.
ChangeWeb
A change on a site.
ChangeWebPropertyNames
Specifies properties of the SP.ChangeWeb Class.
ClientAction
Provides an abstract class for invoking methods and setting properties on a server.
ClientActionExecutionScopeEnd
Represents the ending of a client request.
ClientActionExecutionScopeStart
Represents the beginning of a client request.
ClientActionInstantiateObjectPath
This class and its members are reserved for internal use and are not intended to be used in your code.
ClientActionInstantiateObjectPathResult
This class and its members are reserved for internal use and are not intended to be used in your code.
ClientActionInvokeMethod
Records when a client method is invoked. This class and its members are reserved for internal use and are not intended to be used in your code.
ClientActionInvokeStaticMethod
Records the invocation of a client object static method. This class and its members are reserved for internal use and are not intended to be used in your code.
ClientActionSetProperty
Records the setting of the client object static property.
ClientActionSetStaticProperty
Records the setting of a client object static property.
ClientConstants
Contains all the constants related to the SP.ClientObject Class object. This class and its members are reserved for internal use and are not intended to be used in your code.
ClientContext
Represents the context for SharePoint objects and operations.
ClientDictionaryResultHandler
Initializes a generic dictionary with JavaScript Object Notation (JSON) data from the server.
ClientErrorCodes
Contains integer flags that represent the client error codes.
ClientObject
Provides a base class for objects on a remote client.
ClientObjectCollection
Provides a base class for a collection of objects on a remote client.
ClientObjectCollectionPrototype
Provides a base class to specify the "[" to retrieve for a SP.ClientObjectCollectionPrototype Class. This class and its members are reserved for internal use and are not intended to be used in your code.
ClientObjectCollectionResult
This class and its members are reserved for internal use and are not intended to be used in your code.
ClientObjectData
Represents the properties of the client object. This class and its members are reserved for internal use and are not intended to be used in your code.
ClientObjectPrototype
Represents a prototype instance that is used to specify the data to retrieve on the SP.ClientObject Class object. This class and its members are reserved for internal use and are not intended to be used in your code.
ClientQueryInternal
This class and its members are reserved for internal use and are not intended to be used in your code.
ClientQueryProperty
This class and its members are reserved for internal use and are not intended to be used in your code.
ClientRequest
Builds and executes a request from the client to the server.
ClientRequestEventArgs
Provides the SP.ClientRequest Class arguments for the event that is raised when a client request is executed.
ClientRequestFailedEventArgs
Provides data for the exception handling method when a SP.ClientRequest Class execution fails.
ClientRequestSucceededEventArgs
Provides data for the handling method when a SP.ClientRequest Class execution succeeds.
ClientRuntimeContext
Represents the runtime context for accessing data from and invoking methods on remote objects.
ClientSchemaVersions
Represents the version number for the client schema.
ClientValueObject
Represents a local client object model version of a server-side property value.
ContentType
Indicates a change to an SP.ContentType Class object. Represents a Web site or list content type.
ContentTypeCollection
Represents a collection of Web site or list content types.
ContentTypeCreationInformation
Specifies properties that are used as parameters to initialize a new content type.
ContentTypeId
Represents the content type identifier (ID) of a content type.
ContentTypeObjectPropertyNames
Specifies properties of the SP.ContentType Class.
ContentTypePropertyNames
Specifies properties of the SP.ContentType Class class.
DataConvert
Provides utility methods to convert and output data.
DataRetrievalWithExpressionString
This class and its members are reserved for internal use and are not intended to be used in your code.
EnumerableArray
Represents an enumerable array.
ExceptionHandlingExecutionScope
This class and its members are reserved for internal use and are not intended to be used in your code.
ExceptionHandlingScope
Ignores an exception that is raised by the server, or executes code in response to an exception that is thrown by the server.
ExecutionScope
This class and its members are reserved for internal use and are not intended to be used in your code.
Feature
Represents an activated feature.
FeatureCollection
Represents a collection of SP.Feature Class objects.
FeaturePropertyNames
Specifies properties of the SP.Feature Class.
Field
Represents a field in a list on a Microsoft SharePoint Foundation Web site.
FieldCalculated
Specifies a calculated field.
FieldCalculatedErrorValue
Represents the value of the calculated field of a list item when the value of the field is a calculation error, such as division by zero or overflow.
FieldCalculatedPropertyNames
Specifies properties of the SP.FieldCalculated Class.
FieldChoice
Represents a choice field control.
FieldChoicePropertyNames
Specifies properties of the SP.FieldChoice Class.
FieldCollection
Represents a collection of SP.Field Class objects.
FieldCollectionPropertyNames
Specifies properties of the SP.FieldCollection Class.
FieldComputed
Specifies a computed field.
FieldComputedPropertyNames
Specifies properties of the SP.FieldComputed Class class.
FieldCurrency
Specifies a field that contains currency values.
FieldCurrencyPropertyNames
Specifies properties of the SP.FieldCurrency Class.
FieldDateTime
Specifies a field that contains date and time values.
FieldDateTimePropertyNames
Specifies properties of the SP.FieldDateTime Class.
FieldGuid
Specifies a field that contains global unique identifier values.
FieldLink
Specifies a reference to a field or field definition for a content type.
FieldLinkCollection
Represents a collection of SP.FieldLink objects that are column or field references in a content type.
FieldLinkCreationInformation
Contains properties that are used as parameters to initialize a FieldLink.
FieldLinkPropertyNames
Specifies properties of the SP.FieldLink Class.
FieldLookup
Specifies a lookup field.
FieldLookupPropertyNames
Specifies properties of the SP.FieldLookup Class.
FieldLookupValue
Specifies the value of a lookup for a field within a list item.
FieldMultiChoice
Specifies a field that contains one or more values from a set of specified values.
FieldMultiChoicePropertyNames
Specifies properties of the SP.FieldMultiChoice Class.
FieldMultiLineText
Specifies a field that can contain multiple lines of text.
FieldMultiLineTextPropertyNames
Specifies properties of the SP.FieldMultiLineText Class.
FieldNumber
Specifies a field that contains number values.
FieldNumberPropertyNames
Specifies properties of the SP.FieldNumber Class.
FieldPropertyNames
Specifies properties of the SP.Field Class.
FieldRatingScale
Specifies a field that contains rating scale values for a survey list.
FieldRatingScalePropertyNames
Specifies properties of the SP.FieldRatingScale Class.
FieldRatingScaleQuestionAnswer
Represents a specific sub question and answer within a rating scale field of a list item.
FieldStringValues
Represents a collection of key-value pairs that specify string values for fields.
FieldText
Specifies a field that contains a single line of text.
FieldTextPropertyNames
Specifies properties of the SP.FieldTextPropertyNames Class.
FieldUrl
Specifies a field that contains a URI.
FieldUrlPropertyNames
Specifies properties of the SP.FieldUrl Class.
FieldUrlValue
Specifies the hyperlink and the description values for FieldURL.
FieldUser
Specifies a field that contains a user.
FieldUserPropertyNames
Specifies properties of the SP.FieldUser Class.
FieldUserValue
Represents the value of a user field for a list item.
File
Represents a file in a SharePoint Web site that can be a Web Part Page, an item in a document library, or a file in a folder.
FileCollection
Represents a collection of SP.File Class objects.
FileObjectPropertyNames
Specifies properties of the SP.File Class.
FilePropertyNames
Specifies properties of the SP.File Class.
FileVersion
Represents a version of a SP.File Class object.
FileVersionCollection
Represents a collection of SP.FileVersion Class objects.
FileVersionObjectPropertyNames
Specifies properties of the SP.FileVersion Class.
FileVersionPropertyNames
Specifies properties of the SP.FileVersion Class.
Folder
Represents a folder on a SharePoint Web site.
FolderCollection
Represents a collection of SP.Folder Class objects.
FolderObjectPropertyNames
Specifies properties of the SP.Folder Class.
FolderPropertyNames
Specifies properties of the SP.Folder Class.
Form
A form provides a display and editing interface for a single list item.
FormCollection
Represents a collection of SP.Form Class objects for a list.
FormPropertyNames
Specifies properties of the SP.Form Class.
Group
Represents a group on a Microsoft SharePoint Foundation Web site.
GroupCollection
Represents a collection of SP.Group Class objects.
GroupCreationInformation
An object used to facilitate creation of a cross-site group.
GroupObjectPropertyNames
Specifies properties of the SP.Group Class.
GroupPropertyNames
Specifies properties of the SP.Group Class.
Guid
Represents a globally unique identifier (GUID).
IFromJson
Represents JavaScript Object Notation (JSON) data from the server used to initialize an object.
List
Represents a list on a SharePoint Web site.
ListCollection
Represents a collection of SP.List Class objects.
ListCreationInformation
Specifies the properties of the new list.
ListDataSource
Represents information associated with a connection to an external data source.
ListDataValidationExceptionValue
The exception that is thrown when the data for a list field or list item fails validation.
ListDataValidationFailure
Describes a specific validation failure when a list item is inserted or updated.
ListItem
Represents an item or row in a list.
ListItemCollection
Represents a collection of SP.ListItem Class objects.
ListItemCollectionPosition
Specifies the information required to get the next page of data for a list view.
ListItemCollectionPropertyNames
Specifies properties of the SP.ListItemCollection Class.
ListItemCreationInformation
Specifies the properties of the new list item.
ListItemObjectPropertyNames
Specifies properties of the SP.ListItem Class.
ListItemPropertyNames
Specifies properties of the SP.ListItem Class class.
ListObjectPropertyNames
Specifies properties of the SP.List Class.
ListPropertyNames
Specifies properties of the SP.List Class.
ListTemplate
Specifies a list template.
ListTemplateCollection
Represents a collection of SP.ListTemplate Class objects.
ListTemplatePropertyNames
Specifies properties of the SP.ListTemplate Class.
Navigation
Represents navigation operations at the site collection level.
NavigationNode
Represents the URL to a specific navigation node and provides access to properties and methods for manipulating the ordering of the navigation node in a navigation node collection.
NavigationNodeCollection
Represents a collection of SP.NavigationNode Class objects.
NavigationNodeCreationInformation
Describes a new navigation node to be created.
NavigationNodeObjectPropertyNames
Specifies properties of the SP.NavigationObjectPropertyNames Class.
NavigationNodePropertyNames
Specifies properties of the SP.NavigationNode Class.
NavigationObjectPropertyNames
Specifies properties of the SP.ObjectPath Class.
NavigationPropertyNames
Specifies properties of the SP.Navigation Class.
ObjectIdentityQuery
This class and its members are reserved for internal use and are not intended to be used in your code. Creates the client object identity query that is used to retrieve the object identity from the server.
ObjectPath
Tracks how a client object is created in the SP.ClientRuntimeContext Class, so that the object can be re-created on the server. This class and its members are reserved for internal use and are not intended to be used in your code.
ObjectPathConstructor
This class and its members are reserved for internal use and are not intended to be used in your code.
ObjectPathIdentity
This class and its members are reserved for internal use and are not intended to be used in your code.
ObjectPathMethod
This class and its members are reserved for internal use and are not intended to be used in your code.
ObjectPathProperty
This class and its members are reserved for internal use and are not intended to be used in your code.
ObjectPathStaticMethod
This class and its members are reserved for internal use and are not intended to be used in your code.
ObjectPathStaticProperty
This class and its members are reserved for internal use and are not intended to be used in your code.
OfficeVersion
Represents the version information of Office products for Microsoft SharePoint Server.
PageContextInfo
Represents the context associated with a page.
PageRequest
Represents a page request.
PageRequestFailedEventArgs
Provides data for the exception handling method when an SP.PageRequest Class execution fails.
PageRequestSucceededEventArgs
Provides data for the handling method when an SP.PageRequest Class execution succeeds.
Principal
Represents a user or group that can be assigned permissions to control security.
PrincipalPropertyNames
Specifies properties of the SP.Principal Class.
PropertyValues
Contains CSOM expando properties, which is a collection name value pairs. The CSOM expando field name is the name part in the name value pair. The CSOM expand property value is the value part in the name value pair.
RecycleBinItem
Represents a Recycle Bin item in the Recycle Bin of a site or a site collection.
RecycleBinItemCollection
Specifies a collection of SP.RecycleBinItem Class objects.
RecycleBinItemObjectPropertyNames
Specifies properties of the SP.RecycleBinItem Class.
RecycleBinItemPropertyNames
Specifies properties of the SP.RecycleBinItem Class.
RelatedField
Specifies a relationship to a lookup field.
RelatedFieldCollection
Specifies a collection of SP.RelatedField Class objects storing properties of relationship lookup fields.
RelatedFieldExtendedData
This class and its members are reserved for internal use and are not intended to be used in your code.
RelatedFieldExtendedDataCollection
This class and its members are reserved for internal use and are not intended to be used in your code.
RelatedFieldExtendedDataPropertyNames
This class and its members are reserved for internal use and are not intended to be used in your code.
RelatedFieldObjectPropertyNames
Specifies properties of the SP.RelatedField Class.
RelatedFieldPropertyNames
Specifies properties of the SP.RelatedField Class.
RequestContext
This class and its members are reserved for internal use and are not intended to be used in your code.
RequestContextObjectPropertyNames
Specifies properties of the SP.RequestContext Class.
Result
This class and its members are reserved for internal use and are not intended to be used in your code.
RoleAssignment
Defines the securable object role assignments for a user or group on the Web site, list, or list item.
RoleAssignmentCollection
Represents a collection of SP.RoleAssignment Class objects that defines all the role assignments for each securable object.
RoleAssignmentObjectPropertyNames
Specifies properties of the SP.RoleAssignment Class.
RoleDefinition
Defines a single role definition, including a name, description, and set of rights.
RoleDefinitionBindingCollection
Defines the role definitions that are bound to a role assignment object.
RoleDefinitionCollection
Represents the collection of SP.RoleDefinition Class objects that define the role definitions that are available for use within the Web site.
RoleDefinitionCreationInformation
Contains properties that are used as parameters to initialize a role definition.
RoleDefinitionPropertyNames
Specifies properties of the SP.RoleDefinition Class.
ScriptUtility
Provides methods and an emptyString field for working with ECMA scripts.
SecurableObject
An object that can be assigned security permissions.
SecurableObjectObjectPropertyNames
Specifies properties of the SP.SecurableObject Class.
SecurableObjectPropertyNames
Specifies properties of the SP.SecurableObject Class.
SerializationContext
Stores the SP.ObjectPath Class information of the client object to transmit the path to the server This class and its members are reserved for internal use and are not intended to be used in your code..
Site
Represents a collection of sites in a Web application, including a top-level Web site and all its subsites.
SiteObjectPropertyNames
Specifies properties of the SP.Site Class.
SitePropertyNames
Specifies properties of the SP.Site Class.
SOD
Represents an on-demand ECMA script.
StreamRowCounters
This class and its members are reserved for internal use and are not intended to be used in your code.
SubwebQuery
Defines a query that is used with the SP.Web.getSubwebsForCurrentUser(query_) Methodmethod to specify which child Web sites to return from a Web site.
Ticks
This class and its members are reserved for internal use and are not intended to be used in your code.
TimerResetCheck
This class and its members are reserved for internal use and are not intended to be used in your code.
ULS
Provides a Unified Logging Service (ULS) that monitors log messages.
UsageInfo
Provides fields that are used to access information about site collection usage.
User
Represents a user in Microsoft SharePoint Foundation.
UserCollection
Represents a collection of SP.User Class objects.
UserCreationInformation
Parameters to invite a user.
UserCustomAction
Represents a custom action associated with a SharePoint list, Web site, or subsite.
UserCustomActionCollection
Represents a collection of SP.UserCustomAction Class objects.
UserCustomActionPropertyNames
Specifies properties of the SP.UserCustomAction Class.
UserPropertyNames
Specifies properties of the SP.User Class.
View
Specifies a list view.
ViewCollection
Specifies a collection of list views.
ViewCreationInformation
Specifies the properties used to create a new list view.
ViewFieldCollection
Specifies the collection of fields in a list view.
ViewFieldCollectionPropertyNames
Specifies properties of the SP.ViewFieldCollection Class.
ViewObjectPropertyNames
Specifies properties of the SP.View Class.
ViewPropertyNames
Specifies properties of the SP.View Class.
Web
Represents a Microsoft SharePoint Foundation Web site.
WebCollection
Represents a collection of SP.Web Class objects.
WebCreationInformation
Specifies the properties of a new site.
WebObjectPropertyNames
Specifies properties of the SP.Web Class.
WebPropertyNames
Specifies properties of the SP.Web Class.
WebTemplate
Specifies a site definition or a site template that is used to instantiate a site.
WebTemplateCollection
Specifies a collection of site templates.
WebTemplatePropertyNames
Specifies properties of the SP.WebTemplate Class.
WsaStreamRow
This class and its members are reserved for internal use and are not intended to be used in your code.
XmlWriter
Defines a writer that provides a set of methods to append text in XML format.
Enumerations

Name
Description
AddFieldOptions
Specifies the control settings while adding a field.
BaseType
Specifies the base type for a list.
BrowserFileHandling
Specifies whether the file is allowed to be displayed in the Web browser.
BWsaStreamTypes
CalendarType
A calendar type is a 2-byte integer value that specifies the type of calendar to use in a particular context.
ChangeType
Enumeration of the possible types of changes.
CheckinType
Specifies the type of check-in for a file.
CheckOutType
Describes the different checkout states of a file, independent of the lock state of the file.
ChoiceFormatType
Specifies how options for how to display selections in a choice field.
ClientRequestStatus
Specifies the status of the client request during execution.
CustomizedPageStatus
Specifies the cache and customization status for a page.
DateTimeFieldFormatType
Specifies the display format for date and time fields.
DateTimeKind
Specifies whether an instant in time represents a local time, a Coordinated Universal Time (UTC), or neither local time nor UTC.
DraftVisibilityType
Specifies the minimum permission required to view minor versions and drafts.
FeatureDefinitionScope
Specifies the feature scope for a feature definition.
FieldType
Specifies the type of the field.
FieldUserSelectionMode
Specifies whether users and groups or only users can be selected.
FileLevel
Specifies the publishing level for a file.
FileSystemObjectType
Specifies the file system object type.
ListDataValidationFailureReason
Describes the reason why a list item or a list item field failed validation.
ListDataValidationType
Describes the type of validation that caused a failure.
ListTemplateType
Specifies list server templates.
MoveOperations
Specifies criteria for how to move files.
PageType
Page Type is a signed 1-byte integer that is used to represent the possible page types.
PermissionKind
Specifies permissions that are used to define user roles.
QuickLaunchOptions
Specifies whether the list is displayed on the Quick Launch of the site.
RecycleBinItemState
Specifies the Recycle Bin stage of the Recycle Bin item.
RecycleBinItemType
Specifies the type of the Recycle Bin item.
RelationshipDeleteBehaviorType
Specifies the optional relationship behavior of a relationship lookup field.
RoleType
Specifies the types of roles that are available for users and groups.
SQMDP
Specifies the value of the datapoint ID for Software Quality Metrics (SQM).
TemplateFileType
Specifies the type of template used for ghosted file creation.
ULSTraceLevel
Indicates the amount of detail in a trace message.
UrlFieldFormatType
Specifies the display format of the field.
UserCustomActionRegistrationType
Specifies the type of object associated with the custom action.
UserCustomActionScope
Specifies the scope of the custom action.
ViewScope
Specifies the scope for returning list items and list folders in a list view.
ViewType
Specifies the type of the list view.
at March 02, 2018 No comments:
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest

Get Related item id and list id in sharepoint task list

SP.SOD.executeFunc('sp.js', 'SP.ClientContext', getMyTasks);
function getMyTasks() {
var url = window.location.href;
var splitid = url.split("?")[1];// getting id from the url
    splitid = splitid.split("&")[0];
var id = splitid.split("=")[1];
var clientContext = new SP.ClientContext.get_current();   
rptMyTasksList = clientContext.get_web().get_lists().getByTitle('Task List');
//var camlQuery = SP.CamlQuery.createAllItemsQuery();
var camlQuery = new SP.CamlQuery();
camlQuery.set_viewXml("<View><Query><Where><Eq><FieldRef Name='ID' /><Value Type='Integer'>"+id+"</Value></Eq></Where></Query></View>");
var rptMyTasksListItems = rptMyTasksList.getItems(camlQuery);
clientContext.load(rptMyTasksListItems);
clientContext.executeQueryAsync(

    function () {
        // Success returned from executeQueryAsync

        if (rptMyTasksListItems.get_count() > 0) {
            var rptMyTasksListItemEnumerator1 = rptMyTasksListItems.getEnumerator();

            // Lets get the select items
            while (rptMyTasksListItemEnumerator1.moveNext()) {
                var rptMyTasksListItem1 = rptMyTasksListItemEnumerator1.get_current();
                var obj = JSON.parse(rptMyTasksListItem1.get_item("RelatedItems"));
                var RelatedItemID = obj[0].ItemId;
            }
        }
        else {

        }

    },
    function (sender, args) {
        // Failure returned from executeQueryAsync
        alert("Error in XXXXXX Tasks: " + args.get_message());
    }
    );

}
at March 02, 2018 No comments:
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest

Detailed explanation on Document set content type in sharepoint

Document sets – the hidden gem of SharePoint

Posted on March 1, 2017 | Document Management
The classical joke in SharePoint is that the debate over folder vs. metadata never ends and will probably never end. Some users prefer metadata, while others are stuck with good-old folders. However, there is one type of functionality that allows the flexibility of both. Today, I want to introduce you to the functionality of Document Sets, the magic feature that allows you to store documents in folders, yet, assign metadata if you wish.

WHAT IS A DOCUMENT SET?

Document Set is a special Content Type. In the past, I have written few blog posts on content types and how to use them. Check out this post to learn more about what the Content Type is this one about how to use them with documents and document libraries.
To explain in basic terms, Document Set is a folder with metadata. And I am not joking when I say it is a folder. As I will later demonstrate, when you create a document set in SharePoint, behind the scenes you actually create a regular “yellow” folder. Except, this folder can have metadata assigned to it. And the documents you put inside of that folder can also have metadata assigned to them. Awesome!

WHAT MAKES DOCUMENT SETS SPECIAL?

In addition to being able to have metadata combined with folders, document sets have these special and unique features that make them standout from other document management methods.

Welcome Page

Each Document Set gets its own page that displays folder-level metadata and allows to access the files inside of the folder (document set)

Ability to inherit metadata

You can set the Document Set such that any files uploaded to the Document Set (folder) will inherit the metadata from that folder.

Unique permission for each document set

You can also assign unique permission to each document set. You can do the same with regular folders, but the user experience is much better with document sets.

Ability to search across the document sets

All the document sets (folders) you create reside in a single library. That means that you can easily search across document sets since you will essentially be searching in a single document library (unlike searching across multiple sites, which is a bit tricky).

HOW TO SET UP A DOCUMENT SET

Let’s go ahead and create a document set. For the purpose of this example, we will create document sets to store our projects (project documents).

Step 1: Create a Document Set Content Type

Since Document Set is a special content type, first you need to create a content type – you do that at the Site level
  1. Click the Gear Icon > Site Settings
  2. Under Web Designer Galleries, choose Site content types
  3. Click Create link
  4. On the next screen give your Document Set a name (i.e. Project), then from the Parent Content Type drop-down choose Document Set Content Types, then Document Set from the drop-down below. At the bottom of the screen, choose the group for your new content type (you can leave it in the Custom Content Types group or can create a new one).
  5. Your custom Document Set Content Type is created! (but we are not done yet)

Step 2: Add content type to the document library

In this step, we are going to be adding our custom content type to the library.
  1. First, we need to enable multiple content types for a document library. In the document library where you want to add document set to, click on Library Settings > Advanced Settings
  2. Under Allow management of content types?, choose Yes. This will allow us to add custom content types. Click OK at the bottom of the screen.
  3. In the Content Types section that appears as a result of the previous step, click Add from existing site content types
  4. On the next screen, select the group where you filed your custom content type in (Custom Content Types in my case), then choose the name of the content type you created in Step 1 and click Add Button. Once the content type appears in the right panel, click OK.
  5. Your custom content type is now added to the library. By the way, you might also want to remove the default “Document” Content Type that was there originally. To do that, just click on the Document and click Delete this content type

Step 3: Create metadata columns

I won’t go into detailed instructions here on how to create library level metadata columns. Since I have extensively covered this previously, please reference this post for step-by-step instructions.

Step 4: Add metadata to the content Type

You could actually do this step right after Step 1, depending on where and how you want to maintain your content type metadata (site level or library level). In this example, I am creating and maintaining my metadata at the library level.
  1. Click on the Document Set content type from within the library settings, and you will see a screen that looks like this
  2. Click on Add from existing site or list columns and add all the list or site columns you want to associate with your document set (folder). This step is very similar to the one above where we added content type from the list of available content types. Click OK.

Step 5: Configure Document Set

This is the exciting part. Now that we have our document set and columns associates, all that remains is the configuration of the Document Set look and feel and behavior.
  1. Click on the document set, then Document Set settings
  2. In the Allowed Content Type section, choose the content types that you want to allow within the document set. By default, Document content type will be listed there. However, you can also create and add your own custom content types, with its own metadata, just like I did in the example below.
  3. The Default  Content section allows you to embed certain file templates into each new document set created. You can skip this section if you don’t have any templates to embed.
  4. In the Shared Columns section, you can specify which folder-level columns (metadata) will propagate through to the files uploaded into the document set. So if you want your documents to inherit some or all metadata from the folder, just check off the boxes next to columns.
  5. In the Welcome Page Columns section, you can choose the columns that will appear on the Welcome page of each document set.
  6. In the Welcome Page View, you can specify which view will appear as the default view for documents in the Document Set. While you can create many different views to organize documents, you can’t easily switch between them within the Document Set. So you have to provide only one here that will be the only way to view documents.
  7. In the Welcome page section, you can actually customize the look and feel of Welcome Page. To do so, click on Customize the Welcome Page
  8. Then, on the next screen click Page Edit and you can make some adjustments to the look and feel of the page. For example, one thing you can do is replace the default document set graphics with the image/icon to depict your document set, like in the example below.
That’s all!

HOW TO CREATE A NEW DOCUMENT SET

  1. Click New from the Document Library main page, then choose the document set (you will probably have one type, but you can have multiple content types to choose from)
  2. On the next screen, just fill in the blanks (all the folder level metadata you created in previous steps). Click OK
  3. Your Document Set (Welcome Page) will now be created. You can now go ahead and upload documents.

HOW TO UPLOAD DOCUMENTS TO THE DOCUMENT SET

Same way as into “regular folder.” You can either use the Upload button or just drag and drop documents into the document set.

DOCUMENT SET LIMITATIONS

It is all about documents

It is a limitation by default. But If you are thinking of using document sets to manage small projects, all you have on a welcome page is a document set. While you can add other web parts to the welcome page, they will be common to all document sets (in other words, you cannot have each welcome page contain its own task list or calendar for example).

Document Library can get really large

Say you configured a document library to house client data and are using document sets for it. With time, this library might get really large, impacting performance and ability to find stuff.

Metadata sync

If you decide to sync the document library with document sets to your desktop (link) – you will loose the metadata when you try to access the files on your PC. Metadata will stay in SharePoint, but will not get copied onto your computer.

BEST USE CASES FOR DOCUMENT SETS

The following are usually best applications for document sets:
  • Small projects (with each folder being a small project)
  • Financial assets documents (with each document set being a mutual fund)
  • Client documents (with each document set being a client folder)
  • Legal Documents (with each document set being a legal case)

Reference : https://sharepointmaven.com/document-sets-hidden-gem-sharepoint/

at March 02, 2018 No comments:
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest
Newer Posts Older Posts Home
Subscribe to: Posts (Atom)

Featured post

Data connections in Infopath forms

https://www.qdoscc.com/blog/how-automatically-retrieve-current-username-infopath-sharepoint-list-form

Popular Posts

  • Detailed explanation on Document set content type in sharepoint
    Document sets – the hidden gem of SharePoint Posted on March 1, 2017  |   Document Management The classical joke in SharePoint is tha...
  • calculated field formulas in sharepoint
    https://msdn.microsoft.com/en-us/library/office/bb862071(v=office.14).aspx https://support.office.com/en-us/article/examples-of-common-fo...
  • Autofill people picker in sharepoint
    function setLoginName() { debugger;     var loginName = _spPageContextInfo.userLoginName;     var peoplePickerDiv = $("[id$='Cl...

My Profile

Vignesh Kumar
View my complete profile

Search This Blog

  • Home
  • Kudvenkat Blog
  • SPGuru
  • SPclientSide
  • MySPGit
  • PowerShell Asset

Blog Archive

  • ▼  2018 (37)
    • ▼  August (2)
      • Data connections in Infopath forms
      • Copy list item Attachment into sharepoint library ...
    • ►  June (3)
    • ►  April (5)
    • ►  March (9)
    • ►  February (12)
    • ►  January (6)
  • ►  2017 (11)
    • ►  December (5)
    • ►  November (4)
    • ►  August (1)
    • ►  July (1)

Wikipedia

Search results

Contact Form

Name

Email *

Message *

Followers

Report Abuse

Picture Window theme. Powered by Blogger.