Using the Content Organizer to route to a Document Set
There have been more than a few questions on how to set up Content Organizer to route to a Document Set.
This is incredible useful for a number of reasons. Firstly it’s a great way to automate the creation of documents and ensuring that they end up in the correct Document Set. Users can create documents from a central location knowing that the content will be routed to the correct set.
You can also use this in a Records Management scenario to route documents to a set instead of a folder, however I think that the first case above would be used much more often.
Ok so let see our set up. We have a document library that consists of a number of document sets that we wish to route content to.
Each piece of content within the library has a Project Date that corresponds to a Document Set, so Q1 2009 corresponds to the Document Set ‘M300 – Q1 2009’
So now we want to make a rule using the Content Organizer that if we create a new document and the Project Date is Q1 2009 we want to route it to the M300 – Q1 2009 Document Set.
So we go to Site Settings –> Content Organizer Rules –> Add New Item. But when we get to the Select Target Location dialogue of where our content should be routed to we see the Shared Documents Library, any folders ( Q4 Presentations in this case) but no Document Sets 
Hmm well you might be left to believe that you can’t route to Document Set and that’s what most people think. However there is a way! Simply add the URL of the Document Set to the Destination and click OK!
To find the actual URL to enter don’t acutally right click on the Document Set and go ‘Copy Shortcut’ as this gives you a crazy URL that actually leads to the landing page of the Document Set. Simply use the location and name of the document set (much like a folder) and then enter that it.
What we are actually doing is fooling SharePoint somewhat since document sets are just folders with some fancy functionality on top. But since it tried to tell us that we couldn’t route to a set it had it coming.
Now create a new document, put in the appropiate metadata and you are all set to go!
Finally we can see the content routed to our Document Set! Awesome!
Category: How To
Hi,
Is there a way to automatically create a document set like for a folder?
Thank you.
Pascal P
Hey Pascal,
Nice blog by the way! You can’t out of the box however you can write your own custom router which you can use to create this functionality.
http://msdn.microsoft.com/en-us/library/microsoft.office.recordsmanagement.recordsrepository.icustomrouter.aspx
Cheers