SharePoint 2010 Document sets and Custom Views, yes we can!

9 09 2011

Loving the document sets is hard to do if you can’t do the custom view dance. But, fear not, you can love all you want, because there is a way to achieve custom views inside of document sets.

As you all probably know, if you have a document library with document sets and you create a custom view, all hell breaks loose, and sharepoint treats the document sets as filterable items. What we wanted to just sort, filter and group the items INSIDE the document sets, not the sets themselves.

Microsoft did a really good job in hiding this feature from plain site. So enjoy the fruits of my laborious labor, er, searching, cuz i have found the answer. Here is how:

1. Create your custom view. Make sure you give it a descriptive name.

2. Its ok to group stuff via metadata. Don’t forget Metadata is your best friend.

3. Now comes the tricky part. Go to Library Settings and under Content Types click on the document set content type. This will bring the properties of the document set up.

4. Click on Document Set settings. This is where the magic happens.

5. Way down at the bottom, there is a Welcome Page View. In Select view, the custom view you just create in step one should be there, along with all the others. Select your view.

6. Click OK, and go back to your document set.

7. Rejoice in the love.

I do have one question for you all.

Do you like apples?

If answer = yes

How do you like them apples?