Creating Status Reports with Project Online and SharePoint Designer (Part 5)

In the last couple of posts, I talked about how to leverage SharePoint workflow and OData to create a status reporting mechanism in Project Server and Project Online.  Let me recap.  On second thought, there is too much…let me sum up:

  1. Post 1: Creating the Required Lists and Columns
  2. Post 2: Creating the Workflow to Capture Status in a Status Lists
  3. Post 3: Creating a Workflow to Create the URL to Trigger the Status Reporting
  4. Post 4: Adding All of that to Project Detail Pages

In this post, I’d like to take that just a bit further and add a couple of custom actions to our status list.  These actions aren’t required, but they go a long way towards making the experience more intuitive (read: less training) for the end user.  We’re going to add those actions to the drop down list next to the status list item.

image

To do this, we’ll add a custom column to the list called Update Status.  I set it so it defaults to “Draft.”

image

Now we’ll go into SharePoint Designer and create a simple workflow on the list to change the field from Draft to Final.

image

Publish the workflow.  Now, within SPD, go to the option to modify the Status List.  You should see a screen like this:

image

Note the Custom Actions in the bottom left.  Create a new one, and set it to initiate a workflow.

image

Go back to the list and you’ll see that a new Approve Item step has been created in the drop down.

image

Click on it and the item will be updated.  Couple that with an e-mail alert task and you could create an entire status approval workflow easily triggered from the list item.

Advertisements
Creating Status Reports with Project Online and SharePoint Designer (Part 5)

One thought on “Creating Status Reports with Project Online and SharePoint Designer (Part 5)

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s