Create a DocumentSet(Predefined) using JSOM in SharePoint 2013 (on-premise/on-line).

This post explains how we can create a documentset(predefined) in a folder using JSOM. As in my previous post  you can apply a technical solution which can be remote/local. This solution can be applied for on-premise and as well as SharePoint on-line.

There might be business cases like you have to create a set of documents when you create a project. Assuming this business scenario, I have created a SharePoint List called ProjectMgmt and a document library called ProjectLibrary. I have configured the documentset content type with some predefined documents.

I have created a new form for the ProjectMgmt list and in that I have added the following code. I have commented out the default SharePoint Save button and included an HTML input button and named it as “Save”.

<input type="button" value="Save"  id="CreateDocumentSet" name="bCreateDocumentSet" onclick="javacript:CreateFolder();" />

Under the content place holder - placeholder main I have referenced the following scripts

<script type="text/javascript" src="/_layouts/15/sp.runtime.js"></script>

<script type="text/javascript" src="/_layouts/15/sp.js"></script>

<script type="text/javascript" src="/_layouts/15/SP.DocumentManagement.js"></script>

<script type="text/javascript" src="/layouts/15/app.js"></script>

<script type="text/javascript"src="http://code.jquery.com/jquery-1.10.1.min.js"></script>

The code below, is to create a folder and then the document set inside the folder. I have left out the JSOM code for creating an item in a SharePoint list which is available here.  I have to create a folder with the project name and prefix the project name for the document set. You could see that I have used the documentset content type id "0x0120D520" to create the document set.

<script type="text/javascript">                

                var clientContext;

                var ProjectName;

                var ProjectID;   

                var folderUrl;

                 

                /*

                Function name :CreateFolder

                Parameters      : context , arguments

    Description      : This function is responsible for the creation of the folder. 

                           On success calls the onQuerySucceededCreateDocumentSet.          

                Returns           : None

                */

                function CreateFolder(sender, args)

                {

                      clientContext = new SP.ClientContext.get_current();

                      oList = clientContext.get_web().get_lists().getByTitle('ProjectLibrary');                                  

                      
                       //Acquire the values entered by the user

                       ProjectID =$("input[title='ProjectID']").val();

                       ProjectName=$("input[title='ProjectName']").val();      

                       var web = clientContext.get_web();

                       var newDocSetName =$("input[title='ProjectName']").val();

                       var list = web.get_lists().getByTitle('ProjectLibrary');

                       clientContext.load(list);

                       itemCreateInfo = new SP.ListItemCreationInformation();

                               

                       //Create the folder

                       itemCreateInfo.set_underlyingObjectType                                                     (SP.FileSystemObjectType.folder);

                       itemCreateInfo.set_leafName(newDocSetName);

                       this.oListItem = list.addItem(itemCreateInfo);

                       this.oListItem.update();                   

                       clientContext.load(this.oListItem);         

                       clientContext.executeQueryAsync(

                                    Function.createDelegate(this,                                                  this.onQuerySucceededCreateDocumentSet),

                                    Function.createDelegate(this,                                          this.onQueryFailedFolderCreation)

    );   

                }

                function onQueryFailedFolderCreation(sender, args)

                {             

                                alert('Folder Creation Failed due to the error: ' + args.get_message());

                }

                /*

                Function name                   : onQuerySucceededCreateDocumentSet

                Parameters                        : context

                Description                        : This function is responsible for the creation of the Document Set

                Returns                              : None

                */

                function onQuerySucceededCreateDocumentSet(param)

                {              var docSetContentTypeID = "0x0120D520";

                                clientContext = new SP.ClientContext.get_current();

                                var web = clientContext.get_web();      

                                

                                folderUrl = “YOUR SITE URL” + “/YOUR DOCUMENT LIBRARY/" + 

                                                   ProjectName;

                                var folder= web.getFolderByServerRelativeUrl(folderUrl);

                                clientContext.load(folder);

                                var newDocSetName =ProjectName + '-Documentset';

                                var docsetContentType = web.get_contentTypes().getById(docSetContentTypeID);     

                                clientContext.load(docsetContentType);             

               

                                clientContext.executeQueryAsync

                                (             

                                                function ()

                                                {

                                                                //Create the document set.

var isCreated = SP.DocumentSet.DocumentSet.create(clientContext, folder , newDocSetName,                                                               docsetContentType.get_id());  

                                                                clientContext.executeQueryAsync(

                                                               

                                                 function onQuerySucceededDocumentSetCreated()

                                                 {

                                                        $("#overlay").css("display","none");

                                                        alert('DocumentSet has been Created');

                                                 },

                                                               

                                                  function onQueryFailedDocumentSetCreation(sender, args)

                                                  {

                                                          $("#overlay").css("display","none");
                                                          alert('Document Set Creation Failed due to the error: ' +                                                                                           args.get_message());

                                                   }

                               );                                                                                                            

                                                },

                                               

                                                function ()

                                                {

                                                                $("#overlay").css("display","none");

                                                                alert('Folder loading failed');

                                                }

                                );            

                }

                </script>

This code works in SharePoint 2013 on-premises and also on SharePoint 2013 on-line. Happy coding!!!