Friday, March 2, 2012

Document set Part – 3

If you have not gone through part-1 and part-2 of this series, I would recommend you reading them first and then continue from here on.

Now when we have document set added to a library, let’s make some changes to the document set. Go to the site settings and site content types inside gallery.

Click on document set settings. As of now we had allowed only documents to be a part of this document set. Document set is all about having different content types in it. Let’s go ahead and add few more content types to this document set.

Add audio, video and image content type to the document set. The moment we add these three content types, we can also set the default content for each of these content type.

Click on ok after this change.

You can also see now when you are on the document set welcome page a message which says content types have been added or removed from this document set. Click on update document set.

Now you’ll get more options when you would like to create new within document set.

Go back to site content types, and document set.

We can also add existing site columns or existing columns within the SharePoint to a document set. This will add these columns to a welcome page of Document Set.
Let’s add some of the columns to our document set.

Now when you go to the document set settings again from site content types and selecting document set, you can see now two columns that we added earlier. we can add them to the welcome page of the document set.

So add those columns to welcome page.

Go ahead and see the welcome page of the document set.

Edit the properties of the document set to include values for these two columns.

We also can customize the welcome page. When we are on document set settings page we can also see a link which says customize welcome page.

Click on the link and you will see document set welcome page opens for editing.

We can add web parts, remove web parts. This simply acts just like a normal web part page. I have removed the image web part and updated the content type and here is what we get.

Read Part-4 for further reading.

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