K2 Designer for SharePoint - Create Document Set
The Create Document Set wizard is used to automatically create a document set as part of the Workflow. This document set can be used to group multiple documents such as legal documents etc. Click and drag this wizard in the designated area on the design canvas to start the wizard.
Prerequisites
It is important to perform the following in SharePoint in order to use the Create Document Set feature:
- Activate the Document Sets Site Collection Feature on the specific SharePoint Site Collection
- Allow management of Content Types on the specific SharePoint Library
- Add Document Set to Content Types in Document Library Settings
Fig. 1. Create Document Set
Fig. 2. Create Document Set wizard
| Feature | What it is |
|---|---|
| Select site | Select the site where the folder should be created |
| Select library | Select the library where the document set is to be created |
| Document Set Name | Supply a name for the document set to be created |
| Document Set Content Type | Content Type is a customizable meta description of content that can include custom properties, a retention policy, and an associated set of workflows/business Workflows. Only those document set content types that have been added to the selected library will be listed |
The next wizard screen is the Metadata screen:
Fig. 3. Metadata
| Feature | What it is |
|---|---|
| Name | The name of the metadata |
| Value | The value of the metadata. Provide data in the relevant fields. |
