Forms in Document Sets
Posted by Geir Mathisen - Feb 5 ’15 at 09:14
What is the trick to have the Forms Designer customized forms available within a SharePoint Document Set?
I have created customized forms on the list containing the Document Set -content type.
But all view and edit properties functions still display the standard forms.
I need this in order to use cascated lookups within a Document Set metadata. This requires a jscript to be included in the edit form. But how to enable the FD form in a Document Set?
Thanks
Geir Mathisen
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Dmitry KozlovAdminMember for: 9 years 8 months 16 days
Hello Geir,
Custom forms for Document Sets work well in SharePoint on-premises. Please, make sure that you selected Document Set in the content type list in Forms Designer at the upper right corner before you start designing the form.
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Geir MathisenMemberMember for: 9 years 5 months 11 days
Thanks !!
That was the magic button that I had not yet discovered.
Can verify that it FD works well with Document Sets in SharePoint Online as well.
Great product !
Geir
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Geir MathisenMemberMember for: 9 years 5 months 11 days
A small follow up question on FD-forms used in Document Sets.
I am having trouble getting the cusstomized NEW form to work when creating a new document set.
When hitting the Save button, I receive message:
Sorry, something went wrong
Invalid item data -- missing FileRef.
Web Parts Maintenance Page: If you have permission, you can use this page to temporarily close Web Parts or remove personal settings. For more information, contact your site administrator. When resetting the New form the default form does not contain Save & Cancel buttons anymore, which ends up in a kind of deadlock situation. Any idea how to make the FD New form work with Document sets?
Thanks Geir -
Dmitry KozlovAdminMember for: 9 years 8 months 16 days
[#3]: Hi Geir,
What version of Forms Designer do you use? You can find it at the right lower corner of the Forms Designer window. Please, try to install the latest version, 2.9.1. Also, you must place Name field onto the New form otherwise users will not be able to create a Document Set.
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Geir MathisenMemberMember for: 9 years 5 months 11 days
FD version is 2.8.10, used in SP Online.
Name field was included. In its simplest form only the name field was included in the New form.
Same result.
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Dmitry KozlovAdminMember for: 9 years 8 months 16 days
[#5]: Now I get it. Forms Designer for Office 365 doesn't support new forms of Document Sets. You can find the complete list of differences between editions on the following page:
http://spform.com/documentation/editions-comparison
I can suggest the following workaround but it restricts default functionality of document sets, say, users will not be redirected into the document set right after creation. Please, open the new form in Forms Designer and replace Name field with HTML-control. Set its CDATA property in False and put the following code into Content property:
<div class="fd_field " fd_name="FileLeafRef" style=""> <div class="fd_title" style="width: 150px; float: left; white-space: nowrap; ">Name<span class="ms-formvalidation"> *</span></div> <div class="ms-formbody fd_control" fd_type="File" style="margin-left: 160px;" fd_readonly="False"> <asp:TextBox id="FileLeafRefField" runat="server" CssClass="ms-long" __designer:bind="{ddwrt:DataBind('i','FileLeafRefField','Text','TextChanged','ID',ddwrt:EscapeDelims(string(@ID)),'@FileLeafRef')}" /> </div> </div>Please, make sure that you apply this solution to the new form only.
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Geir MathisenMemberMember for: 9 years 5 months 11 days
Thanks.
That worked, and we'll have to live with the two step registration process.
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peter0900MemberMember for: 6 months 29 days
A Document Set is a collection of related documents you can control as one unit. A Document Set can be created in a single step, followed by defining its attributes and metadata.
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