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.
Related
I have connected excel with AzureDevOps, as explained by microsoft
https://learn.microsoft.com/en-us/azure/devops/boards/backlogs/office/bulk-add-modify-work-items-excel?view=azure-devops
Is it any way possible to export the Parent Work ID in the same row in excel as the actual work item that I am exporting?
What I want to achieve is to sum all remaining work that is left on feature level. This means I need to summarize the remaining work for all tasks under all users stories that belong to this feature.
I could fix this by adding tag of the parent feature in all tasks, but I want a better way.
There can be only one parent. Is there any way to export the parent ID?
Thank you.
Excel can`t import an id of linked work item in the same row. In your case, work items have to contain a parent ID in separate field. I see two ways to resolve your issue:
Create a new field for parent work item types (e.g. summary work). Then with custom solution fill that field with sum of child work.
Create a new field for the child work item types (e.g. parent id). Then with custom solution copy into that field a parent work item id.
Additionally, to avoid customization of your process template you can use Power BI custom reports (Analyze and report on your work using the new VSTS analytics service : Build 2018).
Using excel for analyzing the AzureDevOps work did not really work for all use cases.
The main reason was the ParentId. But basic graphs its easy to do.
Since then I have started using PowerBI instead. And I have managed to achieve all my requirements. After the initial setup its very straightforward to build custom reports in PowerBI.
Azure DevOps has introduced a new feature to make the Parent column available in queries.
Add parent field to backlog and queries
"The parent field is now available when viewing backlogs and query results. To add the parent field, use the Column options view."
I'm trying to create a flat view that shows all documents in a list without folders, but I can't figure out how to get for each document the columns of the parent folder.
We have to keep the folders system, but be able to use filters on this view.
View screenshot with folders
View Screenshot without folders, where I need to get the folder columns
I think this is a misunderstanding of the columns behavior, in fact you are displaying the same columns in both views (except for Modified, Index, ISO Language), however I assume what you really want is to display the same Field Values of the parent folder for each child item, that kind of behavior (values inheritance between folders and child items) isn't possible by just editing the view neither by applying some list settings.
First of all you need to understand that list items, documents and folders are all list items from the system perspective so they have individual properties for each one of them, a folder is just a special type of item that is able to contain other items (strictly speaking is just simulating a container).
In your case the Field Values that are being displayed in the columns of the folders view are values that belong to the folder itself but not to his child items. If you want to propagate those field values for the child items of each folder then you have two options:
Manually: Assign the values to each child item by editing their
properties using the Edit Form or using a Grid View to edit multiple
items faster.
Automatically: Create a Workflow or Event Receiver to copy the values
of the parent folder to each new item/document that is added to the
list/library.
However, as I can see your library is not being used in production yet, so my personal recommendation is to change your approach and use something similar to a Managed Metadata term store instead of folders (folders should be your last option to categorize items/documents, just for cases when you really don't have another way to achieve your goal), with the Managed Metadata approach you are able to apply tags to the items allowing them to belong to multiple categories and being filtered and searched more efficiently, but I know what you may be thinking "how can I do this if the Managed Metadata Service is not available in SharePoint Foundation", well thats why I said "use something similar", there should be more than one third party solution out there that will provide a similar functionality, but if you want to choose the less effort path, just use out-of-the-box Multi-choice field or Multi-lookup field, that you can start to using right now and assign the categories that you want to your items and create different views and filter them.
To achieve this you need to create a new view, or modify an already existing one, in your library.
When you edit or create a new view you are presented with the "Edit view" screen, here you can choose to "Show all files without folders" in the "Folders" section.
See e.g. for more details http://www.bloggedbychris.com/2013/10/19/flatten-document-library-list-sharepoint-2013-2010/ on this particular problem.
I need to filter a a table with parameters that are calculated on a non related table, but to do this in Access web I need to add the [Project_Id] to the task list.
To clarify further, the user answers some questions regarding the details of a project, which in turn will calculate in the background a group of parameters that are needed to sort a task list.
The problem is the task list is generic and not related to a project so before I can use the project related filter parameters I need to assign a project id to the task list or there is no relationship and no way of knowing what project parameters to use.
I tried to do this with a query but being a Web database I am unable to select the data from the form control.
Hopefully someone can help me find a solution, because I have exhausted Google and my own knowledge on the subject. One last thing I am unable to use code thanks to security issues.
In case anyone is interested I found away to assign the project id to the task list using data macros.
The data macro is assigned to a table that is related to the project and when updated edits the tasks list to add the current project id for each record in the table.
I still have some issues to work around, but in general it does what I need.
I have two lists in SharePoint, one each for projects and tasks, that I need to relate through the use of a lookup field.
If I create the lookup field in the project list then I can assign multiple tasks to the project and easily see what tasks are assigned to the project and click through to the project. I cannot, however, see what project tasks are assigned to in the task views.
If I create the lookup field in the task list, then I can easily choose which project to assign it to and I can sort or filter the task list view by project using the values in the lookup field, but I can't easily see which tasks are assigned to any given project in the project list view.
If I have to choose one or the other, the latter is the better option since the list of projects is shorter than the list of tasks and I can always filter on the project name in the lookup field column in the task list view.
Ideally, however, I would like to easily be able to see which tasks are assigned to a project from within the project list view, and maybe even edit the relationship from there.
Is there any way to do this in SharePoint?
Thanks!
it will work if you keep the 2 lookup but I don't recommend that the other way around is to create a custom listing web part thru SharePoint API and get the tasks related to each projects
So far the following solution seems to be working pretty well and does not involve the use of any new web parts or custom code.
I have the lookup field (with select multiple disabled) in the task list (the child list).
As stated in the question, the lookup list for the projects is much shorter and easier to use than the lookup field for the tasks. This also allows me to go into the tasks list view and filter on the lookup field (which is also a link to the respective project).
To facilitate easy access to the tasks for any given project, I added a link field to the project and link to the list view that is filtered for that particular project's tasks.
This keeps the list structure simple but allows me to quickly jump between the two lists.
Thanks!
A customer of ours has an Access 2007 application with a form for creating tasks for upload to a Sharepoint Task List. The user fills in the form (title, status, priority, start date, due date). The user then places check marks next to the sharepoint user names that this task must be assigned to (one task per sp user selected). This data is aggregeated into a TaskQueue table and the tasks are added to the Sharepoint list successfully (through a linked list - i think). The problem is that we need to include zero or more attachments for each task item. Is there a way to do this through a macro, VBA, or some other built in functionality that I haven't learned about yet?
My initial idea was to use a C# windows service that monitors this taskqueue table then uses the Lists.asmx Shareopint web service and the AddAttachment method when given the List item ID and NTFS path to the attached file to add the attachments to the task list item in Sharepoint.
After playing around with Access and setting up a linked table to a Task List in Sharepoint, I found that you can add attachments through the Access 2007 datasheet view. The problem is that you can only select one user or SP group in the Assigned TO field. They have a lot of repetitive tasks to assign to a bunch of separate people.. That's why they developed this form. If anyone has an idea on how to solve this issue please let me know. Also does anyone know of any good Access 2007/Sharepoint integration resources?
Thanks in advance!
have the attachments upload as part of the Access form.
load attachments into a Document Library
Check off users like they are currently being done
Add hyperlinks to the attachments uploaded in step 2 to the Description (rich text) field. (maybe done automatically in steps 1-2)
Leave TaskQueue table alone.
This way, 0..n documents can be included. The task list just stores structured data, and the documents are stored in a document library once, and you don't have runaway growth when attaching 1 document to 5 different tasks (resulting in 5 copies of the document).