Attach approval page to the workflow stage in project server 2013 RRS feed

  • Question

  • Hi,

    I want to attach an item to the project server 2013 custom workflow using sharepoint designer.

    For example i want to add a webpart page in a particular stage in sharepoint designer while executing project server workflow.How can i achieve this?

    Can anyone help me to do this ?If possible please explain with steps.


    Thanks & Regards,


    Monday, March 3, 2014 9:34 AM

All replies

  • Hi Poovi,

    It'll be quite long to detail workflow creation in SPD2013 here, so I give you a couple of useful links:


    Also note that basically the steps are the following in Project Server:

    • create your custom fields,
    • insert them in webparts,
    • insert the webparts in PDP,
    • associate the PDPs with stages,
    • insert the stages into phases,
    • create your workflow in SPD2013,
    • associate the workflow with the EPTs

    Hope this helps.

    Guillaume Rouyre - MBA, MCP, MCTS

    Monday, March 3, 2014 2:21 PM
  • Poovi,

    1) OOB SharePoint Designer does not allow attachments in a workflow email. You will have to install a custom action like this: (Works only with On-Premises installation)

    2) I am not sure you can actually attach a "WebPart" page in a workflow context. You might have to use a custom form (InfoPath), and then translate those values to Project Server data.

    Prasanna Adavi,PMP,MCTS,MCITP,MCT

    Monday, March 3, 2014 4:29 PM
  • Hi Prasanna,

    Thanks for reply..

    Actually the requirement is we need to create a custom workflow where the enduser can attach any kind of documents (office documents,image,approvals,page etc..) in workflow stage..

    I tried creating a sample branching workflow using sp designer but couldn't attach a document in the stage.

    Is there any possibilities to attach documents either by designer or visual studio?If possible guide me with some examples please.


    Tuesday, March 4, 2014 4:14 AM
  • Hi Guillaume ,


    I tried all the links what you sent to me.But couldn't achieve my requirement.Can you please help me with the example ..


    Tuesday, March 4, 2014 4:16 AM