Create Documentset in SharePoint Library

Summary

The script below is a sample for when you need to work with documentsets in SharePoint. You need to have a SharePoint site with a document library, the documentset and related metadata in place.

Implementation

• Open Visual Studio Code
• Create a new file
• Write a script as below,
• Change the variables to target to your environment, site, document library, metadata
• Run the script.

Screenshot of Output

Below is the output after I have ran the script a couple of times, you can use a .csv or any other source for metadata input.

Documentset folders are have a white icon.

• PnP PowerShell

#Connect to SharePoint online site
$spcon = Connect-PnPOnline -Url "https://tenant.sharepoint.com/sites/site" -Interactive -ReturnConnection

#new docset metadata
$doclibrary = "Shared Documents"
$docsetName = "Documentset 1002"
$docsetContenttype = "My Documentset"
$Year = "1002"
$ResponsiblePerson = "UPN" #UPN of the user
$ResponsibleUnit = "Marketing"

#check if the Documentset exist or not
$docsetexist = Get-PnPFolder -Url "https://tenant.sharepoint.com/sites/sites/$doclibrary/$docsetName" -Connection $spcon -ErrorAction SilentlyContinue
if($docsetexist)
{
      #write-host
      Write-Host "Documentset exist in library: " $docsetName 
            
}
else 
{
      #Add-PnP Documentset, then update documentset metadata
      Write-Host "Creating Documentset: " $docsetName -BackgroundColor Green

      $docset = Add-PnPDocumentSet -List $doclibrary -ContentType $docsetContenttype -Name $docsetName -Connection $spcon
      $docsetprop = Get-PnPFolder -Url $docset -Connection $spcon
      $docsetprop.Context.Load($docsetprop.ListItemAllFields)
      $docsetprop.Context.ExecuteQuery()

      #Set docset metadata
      Set-PnPListItem -List $doclibrary -Identity $docsetprop.ListItemAllFields.Id -Values @{Year="$Year"; Responsible_x0020_Person="$ResponsiblePerson"; Responsible_x0020_Unit="$ResponsibleUnit"} -Connection $spcon
}

Check out the PnP PowerShell to learn more at: https://aka.ms/pnp/powershell

The way you login into PnP PowerShell has changed please read PnP Management Shell EntraID app is deleted : what should I do ?

Contributors

Author(s)
Jimmy Hang

Disclaimer

THESE SAMPLES ARE PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.