Hello Kit, your nightmare from Italy is here again :-)
This time my goal is more ambitious, involving:
- my "Clienti" (customers) list/custom content type with all his fields, both inherited from "Contact" and custom ones.
- a "Controparti" (counterparts, opponents) list/content type, derived from "Contacts"
- a custom content type ("Pratica", holding every document produced for the specific lawsuit) based on "Document set" with these custom columns:
Cliente (lookup on Clienti list)
Controparte (lookup on Controparti list)
I need to fill these "underscored" fields with values from the corresponding (without the _) field of the
selected item of list "Clienti".
But... there is a big "but" before taking this step.
Creating a new "Pratica" (document set on steroids) it seems that there's no way to customize with web parts the "new document" form: under Library/Customize library/Web parts there are choices to customize "default display form"
and "default edit form", so I cannot hide nor set readonly the "underscored" fields during the "create" phase (nor adding custom code to query the Clienti list).
Of course I can modify the "default edit" inserting my webpart, but it's somewhat counterintuitive for the users "you should create the Pratica ignoring these _ fields, and immediately after you should edit it and save without any modifications".
Have you ever messed with Document sets in the past? From a preliminary search, it seems that I need to add custom contents on _layouts/15/ folder to flank the standard NewDocSet.aspx (I wonder if it's possible at all on Office 365).