none
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,

    Poovi

    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:

    • http://blogs.office.com/2012/09/18/demand-management-now-with-sharepoint-designer/
    • http://msdn.microsoft.com/en-us/library/office/ee767694(v=office.15).aspx
    • http://technet.microsoft.com/en-us/library/dn458861.aspx

    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
    Moderator
  • Poovi,

    1) OOB SharePoint Designer does not allow attachments in a workflow email. You will have to install a custom action like this: http://www.spstuffsolutions.com/ (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 http://thinkepm.blogspot.com

    Monday, March 3, 2014 4:29 PM
    Moderator
  • 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.

    Poovi

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

    Thanks.

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

    Poovi

    Tuesday, March 4, 2014 4:16 AM