Creating a Document Set Content Type

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Creating a Document Set Content Type

Creating a Document Set Content Type

One of the primary benefits of document sets is their ability to store metadata. In order to do that, you need to define columns in a custom content type that inherits from the document set type.

This walk-through will show you how to create a new content type named "Course Documents" that inherits from the Document Set content type. The walk-through will customize the new "Course Documents" content type by adding site columns to it.

  1. Create a new site Content Type that inherits from the Document Set content type.
    1. Click the Settings menu and select Site settings from the options.
    2. Click the Site content types link in the Web Designer Galleries group of the Site Settings page. Document Set Content Types
    3. Click the Create link at the top of the Site Content Types page. Document Set Content Types
    4. Enter "Course Documents" in the Name field.
    5. Select Document Set Content Types in the Select parent content type from drop-down field and select Document Set in the Parent Content Type drop-down field. Document Set Content Types
    6. Select Document Set Content Types in the Existing group drop-down field and click the OK button to complete creating the new Content Type. Document Set Content Types
  2. Add a custom field to the new content type to store the number of days that the course runs.
    1. Click the Add from new site column link under the Columns area of the Course Documents Content Type settings page. Document Set Content Types
    2. Type "Number of Days" in the Column name field and choose the Number radio button as the data type.
    3. Click the OK button to create the column.
  3. Add the Number of Days column to the Welcome Page of the Course Documents content type.
    1. Click the link under the Settings area of the content type settings page. Document Set Content Types
    2. Click the Add button to move the Number of Days from the Available columns list to the Columns shown on the welcome page list. Document Set Content Types
    3. Click the OK button to save the changes.
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