Thursday, March 13, 2014

How to Create Views on Document Set Contents

Hello Cyber People!

I can safely say if you are taking the time to read this post that you have been asked a question which had recently been asked of me “How the heck do we create views on the document set contents?”

Well the answer is a bit obscure and not as user friendly as you would imagine.  In this How To we will actually be editing the document set page, removing the document set contents, and replacing it with a list view web part of the document library.

You have enabled Document Sets Content Types
You have added a Document Set Content Type or Custom Document Set Content Type to a library
You have added one line item using the Document Set aka you have at least one document set in your library uploaded.
  1. Open a document set you currently have already uploaded in the library
  2. Select Page Select Edit Page
By editing this page, we will actually be editing the homepage for all of the document sets which are of this content type.
  1. Delete the Document Set Contents web part 
  2. Insert a new Web Part / App Part depending on what version of SharePoint you are using of the library that you are currently working in.  For my example I will be putting my Promotions Library within the document set.
My Set Up:
Library: Promotions, Document Set: Promotion, Document Set Contents will be replaced with a list view web part of Promotions.

What I essentially am asking you to do is commit Document Library Inception!  We will be putting this library / list view within the document set.  The document set should automatically send the library / list view the parameter from the query string only showing documents for that particular document set.

After you insert the library view into the document set you should be able to edit the web part and select the view that you would like to display.  For my example, I have grouped my documents by content type.


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