The Create Document Set function for MacroView DMF and Message allows you to add a custom option to the DMF Explorer and the DMF Outlook pane tree view right-click menu. The custom option allows users to create new folders or document sets with standard sub folder configurations with a simple right click on a SharePoint library.
If an optional list has been provisioned in the site, the new folder or document set can automatically be assigned a unique number making it perfect for creating new areas for a matter, project or case etc.
Important: The Create Document Set function is available in DMF and Message when the 'Plus' option is licensed, and in solutions such as MacroView Case and Matter or MacroView Project.
For more information please contact MacroView Services.
Once it has been licensed, you can simply deploy the configuration files to your resource library or central configuration location (sample below).
Create Document Set requires a DocSetConfiguration.xml file to specify the label for the right-click menu option and in which areas within SharePoint the option is to be enabled. It also specifies the location and columns for a list to allocate a unique number to each document set.
In addition you can use a DocSetWithFoldersConfiguration.xml file if you want to define sub menu options and sub folders to be created with each new document set.
The easiest way to create these files is to provision a Resources library using MacroView Solution Provisioning then simply point your central configuration location at this Resources library. Alternatively you can just save the configuration files to your existing central configuration location under the /Extensions/CreateNewDocSet folder.
To create a list to allocate unique document set numbers, install the MacroView Solution Provisioning extension then right-click on the site where you want to add the list and select Provision > Add Site Components > Create Document Set - Numbering List
The DocsetConfiguration.xml file
Update the following values in the file to define the label for the right-click menu option and in which areas within SharePoint the option is to be enabled.
|<MenuLabel>||Mandatory. Defines the label of the option on the right-click menu. The default value is 'Document Set'|
Mandatory. Defines the list, content type and column settings for each area of your SharePoint environment.
Optional. You can specify multiple <SiteConfiguration> sections to use different settings for each area of your SharePoint environment.
Optional. Specifies the site collection or site where this <SiteConfiguration> entry applies.
If left blank, then all site collections are assumed and the right-click menu option will be enabled on any library containing the specified <DocSetContentType> (see below).
If specified but the location that is selected is not within the site, then the entire <SiteConfiguration> entry is skipped.
If specified and the location that is selected is within that site, the right-click option will be enabled on all libraries containing the <DocSetContentType> (see below).
Optional. Specifies the location of the list used to assign sequential numbers to the document sets.
If blank, Create Document Set will look for the list in the immediate site, then the site collection, then the default site collection.
To use a list located in a specific site, enter the URL of the site.
This is the name of the list that provides the sequential numbers for new document sets.
The internal column name (single line text) in the list that stores the assigned document set number.
The internal column name (calculated) in the list that defined the prefix added to the document set number.
The internal column name (calculated) in the list that defined the suffix added to the document set number.
The internal column name (calculated) in the list that defined the positioning of the document set number in relation to the document set title. Options are 'Start', 'End' or 'None'
Mandatory. The name of the document set content type that must be present in the library in order for the right-click option to be enabled.
This can be useful when you only want document sets created in some libraries within a site.
Optional. The internal metadata column in the <DocSetContentType> where the entered document set name should be recorded.
Optional. The internal metadata column in the <DocSetContentType> where the assigned document set number should be recorded.
Optional. "true/false" or "0/1" is used to determine if a Document is able to be created in a folder.
* If using the default list created using MacroView Solution Provisioning, you do not need to change these settings.
The DocSetWithFoldersConfiguration.xml. file
Update the following values in the file to define the sub menu options and associated folder structures to be created with each new document set.
Specify the label for the right-click sub menu option and the document set content type that must be present for the sub menu option to be enabled.
Name="Document Set content type"
You can specify multiple <ContentType> sections to add additional sub menu options.
*"Folder" can now be included
Specifies the name of each folder to be created below the document set when this sub menu option is selected.
You can nest these <dir> entries to specify a number of sub folders.
*DMF 8.8.520 and newer adds support for custom folder structures
Macroview DMF or MacroView Message 8.8 or later