Related-Items: Create Document Set

[fishvict]

I've gone through some of the posts, and I have related-items working as far as creating a document in a library when I attach an item to a list via a form I've created (NEW FORM). What I want to do now is to actually create a document set, rather than just add a document to a library. I've created a content-type on the related document library, I've added the columns to add the linking fields. I've set the content-type that I created as the default content type. However, i cannot figure out how to create the document set when I attempt to attach a file to my list via a parent form.

I'm on the latest version 3.1.5 for SPForms.

Any hints would be appreciated.

Victor

[Nikita Kurguzov]

Dear Victor,
Could you, please, specify all the conditions? You can create Document Set manually, if you click New and select Document Set:

NewDocSet.png (17.45 KiB) Viewed 2313 times

If I understand correctly, you are thinking of something else, right? Does it need to happen automatically? How should that look like, what should it be based? Depending on these, we can try to help come up with solution, but there are limits, of course, since Related Items control uses default SharePoint Library view and scripts.

[fishvict]

I can create a document set manually. I'm trying to create a document set for attachments that are included in a request (sort of like a helpdesk, but actually a project request list). A form is filled out, and the requestor can attach any supporting documentation to the request.

This picture is of the document library... I created a document set content type, and made that the default. I was hoping that when I added a file, it would automatically create it with the default content type of a Document Set.

Capture-DT-2018-1221-002.png (13.35 KiB) Viewed 2307 times

Capture-DT-2018-1221-003.png (7.54 KiB) Viewed 2307 times

Thanks for your help. Happy Holidays to the team!

[fishvict]

Well, this can now be cancelled. I figured out how to do it with SharePoint Designer workflows.
Thanks for this great product. Our Project Management team loves the system I've been able to create with the forms designer.

Happy and Healthy New Year to the team!

[Nikita Kurguzov]

Dear fishvict,
Great to hear that! Happy Holidays to you and the Team, and we're always here to help you achieve your goals for the next year and more! Let us know if you have any questions or need any help - we'll be glad to assist!