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:
- Post 1: Creating the Required Lists and Columns
- Post 2: Creating the Workflow to Capture Status in a Status Lists
- Post 3: Creating a Workflow to Create the URL to Trigger the Status Reporting
- 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.
To do this, we’ll add a custom column to the list called Update Status. I set it so it defaults to “Draft.”
Now we’ll go into SharePoint Designer and create a simple workflow on the list to change the field from Draft to Final.
Publish the workflow. Now, within SPD, go to the option to modify the Status List. You should see a screen like this:
Note the Custom Actions in the bottom left. Create a new one, and set it to initiate a workflow.
Go back to the list and you’ll see that a new Approve Item step has been created in the drop down.
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.