How to set content-types per folder within a Document Set
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07-01-2021 - |
Question
I've searched through lots of similar questions, but surprisingly have not found one that matches up with what I am doing.
I am using Document Sets for a HR document library; each Doc Set automatically creates 5 folders.
Each folder will use different content types.
I will assign custom templates to be used for some of the content types, things like letter templates with the company logo.
Here is an example of a Document Set with the 5 folders.
I would like to make the 'Contracts' content type available only within the 2 - Contracts, T_Cs, Employee Benefits folder. At present it is only possible to do New Document>Contracts
content type at the Document Library level (see screen shot below):
If I try to add New Document>Contracts
with an Employee Document Set e.g. Joe Bloggs/2 - Contracts, T_Cs, Employee Benefits>New Document, I can not choose the Contracts
content type:
I'd like to make Contracts
available at the folder level and unavailable at the Document Library Level as only new Document Sets should be set up there.
Update - additional picture referenced in comments
Referenced Links:
Solution
Cameron Dwyer's excellent blog post had the answer. I had not been using folder content types, which are used in this Sharepoint configuration. This is why I had been unable to configure individual folder-level views (for my purposes each folder = an individual content type).
The solution involved creating multiple Folder Content Types and adding those CTs to the Document Library.
Here is what I was stuck on - I made a note of it for myself, but thought I'd share a screenshot of it for other peoples benefit in case they hit the same problem.
For further reading, Cameron also posted an answer to a question on SP SE.