Introduction

1. Enabling the Document Set feature at the site level.
2. Copying the Document Set content type from the Content Type Hub to your site.
3. Adding the content type to a library.
4. Creating a new Document Set in the library.

What is Content Type Hub?

1. The Content Type Hub allows you to manage content types in one place, ensuring consistency and reducing duplication. For example, you can define a Document Set content type once in the hub and reuse it across multiple sites or libraries.
2. By publishing content types from the hub, you ensure that all sites and libraries use the same definitions for content types. This is especially important for organizations with multiple teams or departments that need to adhere to standardized document management practices.
3. If you need to update a content type (e.g., add a new column or change a metadata field), you can make the change in the Content Type Hub and push the update to all subscribing sites. This eliminates the need to manually update content types in each site or library.
4. Content types created in the hub can be reused across multiple sites, saving time and effort. For example, a Document Set content type designed for project documentation can be published to all project sites in your organization.
5. Finally, The Content Type Hub helps enforce governance policies by ensuring that all sites use approved content types. This is critical for compliance with organizational or regulatory standards.

1. Creating a document set in content type hub
2. Using Power Automate to manage the publishing and document set use

STEP 1: Creating a document set in content type hub

Create a New Content Type:

• The Content Type Hub is a dedicated site collection in your SharePoint environment. The URL is usually https://<your-tenant>.sharepoint.com/sites/contentTypeHub

• Click on the gear icon (⚙️) in the top-right corner of the page. Select Site information -> View all site settings.
• In the Site Settings page, under the Web Designer Galleries section, click on Site content types.

                    

• Click on the Create button at the top of the page. Fill in the following details:
  
  • Name: Give your content type a name (e.g., "Project Document Set").
  • Description: Add a description (optional but recommended).
  • Assign a Parent Content Type. Select Document Set from the Parent Content Type dropdown.
  • Under Parent Content Type from, select Document Content Types.
  • Group: Choose an existing group (e.g., "Custom Content Types") or create a new group to organize your content type.
• Click OK to create the content type.

                             

Configure the Document Set Content Type

• Scroll down to the Document Set section and click on Document Set settings.
• Allowed Content Types: Add the content types that can be included in the Document Set (e.g., Word documents, Excel files, etc.).
• Shared Columns: Define columns that will be shared across all documents in the Document Set.
• Welcome Page Columns: Choose columns to display on the Document Set’s welcome page.
• Welcome Page View: Customize the view of the welcome page.
• Default Content: Upload default files or templates that will be automatically added to new Document Sets.
• Click OK to save your settings.
  

                      
Publish the Content Type

• On the content type settings page, click on Manage publishing for this content type.

                        

• Click Publish to make the content type available to other sites.

                

STEP 2: Using Power Automate to manage the publishing and document set use

1. Enable the Document Set Feature

Before you can use Document Sets, you need to enable the Document Set feature at the site level. Use the following endpoint:

Endpoint:
POST /_api/site/features/add
Headers:

{
  "accept": "application/json;odata=verbose",
  "content-type": "application/json;odata=verbose"
}

Body:

{
  "featureId": "3bae86a2-776d-499d-9db8-fa4cdc7884f8",
  "force": true
}

2. Get the Context Info

To make authenticated requests to SharePoint, you need to retrieve the Form Digest Value using the /_api/contextinfo endpoint.
Endpoint:
POST /_api/contextinfo
Headers:

{
  "accept": "application/json;odata=verbose"
}

3. Enable Content Types on the Library

Ensure that content types are enabled on the library where you want to add the Document Set.
Endpoint:
POST /_api/web/lists/getbytitle('Documents')/ContentTypes/enableContentTypes
Headers:

{
  "accept": "application/json;odata=verbose",
  "content-type": "application/json;odata=verbose",
  "X-RequestDigest": "<FormDigestValue>"
}

Body:

{
  "__metadata": {
    "type": "SP.List"
  },
  "ContentTypesEnabled": true
}

4. Copy the Document Set content type from the Content Type Hub to your site.

Endpoint:
POST
/_api/v2.0/sites/@{outputs('Compose_-_Customer')}/ContentTypes/addCopyFromContentTypeHub
Headers:

{
  "accept": "application/json;odata=verbose",
  "content-type": "application/json;odata=verbose",
  "X-RequestDigest": "<FormDigestValue>"
}

Body:

{
  "contentTypeId": "0x0120D520" // ID for the Document Set content type
}

Body:

{
"contentTypeId": "<Content Type ID>"
}

6. Create a New Document Set in the library

Finally, create a new Document Set in the library using the content type.

You can also use the out of the box Create item action. If you prefer the HTTP action, here it is

Endpoint:
POST /_api/web/lists/GetByTitle('Documents')/Items
Headers:

{
  "accept": "application/json;odata=verbose",
  "content-type": "application/json;odata=verbose",
  "X-RequestDigest": "<FormDigestValue>"
}

Body:

{
  "__metadata": {
    "type": "SP.Data.DocumentsItem"
  },
  "ContentTypeId": "0x0120D520",
  "Title": "New Document Set"
}

Final result