is there a SuiteApp which would allow to group tasks?
Example: Employee Onboarding
And you could have multiple tasks under the template assigned to different people etc.
Thanks
I can't see any suiteapp that would do this.
If you are familiar with custom records & workflow, you can try to do this, I am using project name for the custom records for illustration :-
Create a custom record name "Project Header", with field say Project Name. You can create more fields like project status or project type if required.
Create a Subtab "Project Tasks" and Assign to the Child Records after the below custom record is created.
Create another custom record "Project Tasks" which will be child of the "Project Header" with below fields :-
Project Id > Type:List/Record, List/Record: Task Header, Record Is Parent: Checked
Task Name > Type:free-form text
Assigned To > Type:List/Record, List/Record: Employee
Turn On "Allow Child Record Editing" and "Allow Delete" in this custom record.
Then try to enter a new project with more than 1 tasks and save. Assuming this is your project template. You can edit and make copy to "duplicate" the project.
You can further enhanced this by using workflow to send email alerts upon new tasks created to the assignee.
Hope this give you some ideas if you thinking to customise this yourselves which will give you more flexibility then suiteapp.
Related
I imported a TFS query to excel to add a bunch of tasks. That part worked well. Now I just need to attach them all to their appropriate user stories (parent). I tried a bunch of different options in "column options", but none of them let me choose the task's parent. Is this even possible through excel?
You can achieve that by adding parent/child linked backlog items and tasks, please see Bulk add or modify work items with Excel for details.
In you case, you have bulk added the tasks to project,you need to link parent user stories by following below steps:
Select any task and link it to its' parent story (to generate the tree level title in query).
Create a Tree of Work items query like this:
Open Excel,New list > Select the created query above > OK
Edit the query in excel, move the Tasks title from Title1 to
Title2 accordingly based on their appropriate user stories.
Click Publish, check the Parent link in backlog.
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.
I working on a SharePoint document approval process and here is the scenario: A document is uploaded in the document library, and approval process is initiated. A task is created and assigned to a group (Active directory group) where only one group member can complete the task. What is required is the modified by and approved by fields to display the name of the user who completed the task and not the group name that the task is assigned to.
1) I have tried the out of the box workflow, and if displays system account as the user who completed the task.
2) I have tried SPD approval workflow, and it displays the group name assigned to.
3) I have tried VS sequential workflow :
With VS workflow, I’m able to set the correct user to the two fields (modified by and approved by) and as the last step I need to set the approval content status as follows:
item.ModerationInformation.Status = SPModerationStatusType.Approved; (if approved)
But this runs with system account permission and not the current user, so it resets the field approved by back to system account, and if I swap the sequence of my steps and set the content status first then update the fields last, obviously I’m doing a modification on the item so the content status changes back to draft.
Is there a way I can run this item.ModerationInformation.Status = SPModerationStatusType.Approved; under the current user? Or any way I can achieve my goal?
I would suggest leaving the system columns alone and creating a completely different set of columns for your purposes.
So Create the columns: "Item Modified By", "Item Approved By"
Then write the current user to these fields.
Lastly, remove the system generated "Modified By" and "Approved By" from the default view and replace them with your "Item Modified By" and "Item Approved By" columns.
SharePoint 2007
I've setup and Issue Tracker as a quick ticket system. I gave everyone in all the internal domains access to view the page and to create items, then I made a list of team members and gave them rights to edit/delete items (etc).
The Issues all have a "pending/approved" column and a radio button selection on the new issue form to choose between "internal" or "external" issue (if a core team member created the issue or someone from the outside).
I'm not sure if it's possible but I've been trying to figure out how auto set the internal/external radio selection (if the person creating the issue is on the list of core team members - auto set 'source' to 'internal' else 'external'. And I've also been trying to figure out how to auto-approve items if they are internal items.
So, if someone on the team member group list creates an issue it should be automatically have it's source set to "internal" and it should be auto-appoved.
Thanks for any help!
One solution would be to use SharePoint Designer like this:
Customize the NewForm.aspx to remove the internal/external field altogether from the initial creation.
Create a new workflow on the list that automatically starts when a new item is created.
Use the condition "Created by a specific person" and choose the created by to be the Team Members group
Set the action to "Update List Item" and set the Internal/External field to internal
Add an additional action of "Set Content Approval Status" and set it to Approved
Click the "Add 'Else If' Conditional Branch" link
Add an action for the Else condition of "Update List Item" and set the Internal/External field to external
The first step is just for appearance (since regardless of what they choose you will be setting it for them automatically). The workflow will take care of auto setting your fields based on the creator's group membership.
You need an event receiver that fires on ItemAdded (http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.spitemeventreceiver.aspx) that sets both Source depending on the user that posted the issue and approves if source is internal.
i am using collect keyword to get an input from the user.
now inside the collect;
i have a custom form field with the name update status.
update status - choice field - user will be able togive approved/ rejected.
now in the sahrepoint designer workflow;
collect "Name" from "Jiben" (Output to variable:collect).
i want to update a field "STATUS" in the list associated with the workflow using the input from the user ?
is there any way to do that.
i am sturggling for doing this from today morning :( please help.
Like explained here you will need to get your "Name" field via looking it up in the related tasks.
Let's say you have a collect data from user activity. "New Task". It has one custom field "MyField" (Text). It gets this data from user X and Output is set to Variable "collect". This variable will be the TaskID you want to look up.
So to set the field "Status" on your current list item, you can use a "Set Field in CUrrent Item" Activity. You only need to click the "Fx" and select the Task list where you have your collect data activity store your tasks (Association: Task List), Field from Source will be "MyField" and the Find the List Item you only need to set the Field to "ID" and the Value to "collect".
You should read some tutorials on how to design a workflow with Sharepoint Designer as there are many easy explanations and even nice sample videos explaining exactly your problem.