I have an internal team SharePoint site where the team posts tasks in a task list. Once the task is completed, it is marked COMPLETED. I want to create a workflow so that when I change the status of a task to COMPLETED, the task is removed from the list of team tasks and moved to a new folder/list where all the completed tasks are going to be tracked.
Now, I know I can do this easily using SharePoint Designer by creating a workflow for the team tasks and then applying an equal condition on the status. However, our organization currently doesn't have the ability to use SharePoint designer and the feature is disabled.
How do I achieve the same functionality just by using the on-site features and settings. Any suggestions? I was able to add workflow but I can seem to find the equal condition.
The most straightforward way to solve the problem of separating completed and uncompleted tasks is simply to use views based on the task status.
If you MUST move the item to a different location, you can research if Records Management features get you part way, but chances are you'll need to use a tool or write code.
Related
I'm using PowerApps to build a project management reporting interface, and I'd like to indicate on the main list of tasks whether something is a main task with subtasks or a subtask. We are syncing a microsoft project file with a sharepoint task list, and the mobile interface provided by sharepoint is bad. I can't find a task item property that is accessible within a powerapps query that will indicate this
I've iterated through all of the task item properties that are apparently exposed to the list connector, and none of them seem to indicate when something is a subtask. isFolder always returns false, even on top level tasks, so it seems like that property isn't being used to track this.
I expect to be able to build a conditional so that when my gallery is populated I can indicate if something has subordinate subtasks, how many there are, and allow people to browse to them. No matter what I've tried so far the list appears to populate unsorted and without any distinction between master tasks and subtasks
Had a similar problem; the current connector to Project Online is very rudimentary. However, if you have access to Power BI you can use the ProjectData REST api to send an OData query to get everything you are looking for. Power BI is much better for reporting/browsing data, and if you need to edit the SharePoint list you can embed PowerApps within a Power BI report.
Have also looked at using PowerApps to edit MS Project tasks, but as you noticed the connector is not fully functional. I think this may be by design; even the REST APIs do not allow for setting baselines, you have to open the file in MS Project Pro to have full access.
I am supporting a Sharepoint 2007 site with a couple workflows associated with some document libraries. The customer wants files that have not been modified in 3 months moved to a specific document library automatically. Is there a way to do with with Sharepoint tools automatically, or do I have to create some kind of custom web part (if thats even possible for this)?
The recommended way to do this is to use the built in information management policies framework. Per list or document library you can setup scheduled checkpoints per item. At these checkpoints you can then "retire" an item, delete it or else archive it off to an archive list. Also, you can simply call a predefined SharePoint workflow to determine what should happen.
A typical example would be an information management policy that checks the list items weekly and calls a custom workflow upon then. You could then associate a workflow that checks the current item's modified date, check whether it's greater than 3 months and then simply move the item.
Have a look into the Share records management here
You can create a timer job. You'd set it up to run every day, e.g. The job would use CAML query to get old documents from the doclib and perform the move operation.
--- Ferda
I have some workflows in SP2010 with multiple and sometimes many steps.
In order to make the view easier to read for the user I would like to group them all under the initiation task.
Any ideas on how to do it?
One thing you could try is to split your long workflow into several smaller workflows. Each small workflow could launch the next part, if it completes with a success.
I need to create a custom workflow for use in Sharepoint 2007. The crux of it is that a workflow task will be created in SP when the workflow is started and if that task isn't complete in X minutes, an email should be sent reminding the user to complete the task.
Is there a mechanic in WF that can handle this? From what I'm reading (totally new to WF) it doesn't appear there is and I really need some external process that checks all task items regularly and notifies accordingly. It doesn't appear I can handle this solely in a WF.
Is that right?
If you're using SharePoint designer to create your workflow, then there is no easy solution to this.
But if you're make a "real" workflow using Visual Studio then the solution is something like this:
Create Task
Code (Calculate when to send e-mail)
While (Task not completed/deleted)
Listen (With 3 branches)
Task Modified
Code (Check if completed)
What else you might want
Task Deleted
What should happen in this case
Delay
Send E-mail
Code (Calculate new time to escalate)
I am creating a simple workflow using SharePoint Designer that triggers when a user uploads a new Document to a library. This workflow assigns a task to multiple users and then waits until those tasks are complete. Once they are complete it then assigns another task to different users and then waits until those tasks are complete. It repeats this multiple times.
This works great, the problem is that there is no Due Date on the tasks created and they would like a reminder email. Following the Microsoft Documentation I create a secondary workflow on the Task library and set a Due Date on the tasks based off of the Title and send out the reminder.
When I attempt to complete the assigned tasks, it lets me complete the task for one of the users, but after that I receive a "This task is currently locked by a running workflow and cannot be edited" message.
The sharepoint site is part of the Microsoft hosted services, so I have no controll over patches or hotfixes. I believe that it is only a WSS site, not MOSS.
I am new to SharePoint, so any fixes, workarounds, advice, etc. would be appreciated.
This blog by Wouter might clarify things for you...
http://blogs.code-counsel.net/Wouter/Lists/Posts/Post.aspx?List=c04a88a9-d138-4ac3-a2bb-b95c9fdd114e&ID=118
Also, if you are using SP 2007 make sure you have at least installed SP2.