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Project Server workflow freezes on setting Project field RRS feed

  • Question

  • Hi,

    In Project Server 2013 I've created a workflow with the SharePoint Designer. I want the workflow to set the project stage status and then a Project Field. Setting the project stage status works fine, but when I insert the action of setting the project field the workflow freezes and the Submit button is greyed out. Remove this action, re-publish the workflow and everything works fine. There are no required or read-only fields in the workflow stage and the custom field I want set is a plain project level custom field with no special properties. It is not on any pdp, nor in any view, because I'm only using it for OData reporting. Setting the field as "workflow-controlled" doesn't make a difference. It is the same in Project Online. What am I missing?   

    Monday, May 5, 2014 9:37 AM

All replies

  • Hi,

    In Project Server 2013 I've created a workflow with the SharePoint Designer. I want the workflow to set the project stage status and then a Project Field. Setting the project stage status works fine, but when I insert the action of setting the project field the workflow freezes and the Submit button is greyed out. Remove this action, re-publish the workflow and everything works fine. There are no required or read-only fields in the workflow stage and the custom field I want set is a plain project level custom field with no special properties. It is not on any pdp, nor in any view, because I'm only using it for OData reporting. Setting the field as "workflow-controlled" doesn't make a difference. It is the same in Project Online. What am I missing?   

    • Merged by epmXperts Monday, May 5, 2014 1:12 PM Duplicate
    Monday, May 5, 2014 9:39 AM
  • Put the "Set Project Field" action in the second stage and now the project will move through the stages. But... the value the workflow set, seems to be only saved in the Draft db. It won't show up in views and reports until I (manually!) published. How to get this value into the Pub db without manual actions, that is the question!
    Monday, May 5, 2014 2:43 PM
  • Out of box SharePoint Designer doesn't has inbuilt action for publish, Given that this is project online and not on premise, you would need to do it via JSOM method but not sure how to do that via SPD, in short this may be complex

    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com

    Monday, May 5, 2014 2:56 PM
  • Ok, solved the Publish issue, but now the workflow will not assign the task...

    In the second stage I want the workflow to:

    1. Set Project Field,

    2. Set Project Stage Status,

    3. Assign Task or Start Task process for approval of the project.

    The Project Stage Status gets set, but with the "Set Project Field" action in the workflow the approval task is not created (remove this action from the workflow and all works fine). Internal Status of the workflow is "Started", but apparently it gets stuck on setting the Project Field.

    What can I do??

    Tuesday, May 6, 2014 12:46 PM
  • Setting a project field should not be a problem or holding in anyway, what kind of field is it and what value is being provided ?

    Take a look at the article here, it explains the process of creating an approval, make sure you are following the same process, it would be advisable to go through these module on working with workflow

    http://blogs.office.com/b/project/archive/2012/09/18/demand-management-sharepoint-designer-project-server.aspx

    http://msdn.microsoft.com/en-us/library/office/ee767694.aspx

    http://msdn.microsoft.com/en-us/library/office/jj163494.aspx

    On a side note curios to know how the publishing was done via SharePoint designer ?

     

    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com


    • Edited by epmXperts Tuesday, May 6, 2014 12:53 PM
    Tuesday, May 6, 2014 12:51 PM
  • Hi Sunil,

    Really appreciate your help! I've tried setting the field before and after setting the project stage status. I've tried setting a plain text field and a lookup table field. Nothing works. The workflow gets stuck. And without the "Set Project Field" action it runs...

    About the publishing: it occurred to me that in this particular stage the user is building his schedule and assigning resources so he will hit Publish before Submitting to the next workflow stage... Sorry, nothing fancy ;-)

    thanks,

    Hester 

    Tuesday, May 6, 2014 3:17 PM
  • Hi Hester

    Remember that The Project needs to be checked in for the “Set Project Field” Action to move on. So it is actually not freezing it is waiting for the Project to be checked in so that it can update the Field.

    Can you please verify this for me? If it is the case, then you can update the Stage Status to something like “waiting for project check in to update Project Fields” so that the user know what to do


    Tuesday, May 13, 2014 10:11 AM
  • As Johan suggested its waiting for a checkin, as an alternate you could check the checkbox in the Server Settings >>edit stage>> Project Checkin is required

    which should take care of the checkin process 


    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com

    Tuesday, May 13, 2014 1:29 PM
  • Hi Johan, Sunil,

    Tried both your options, published, but the value doesn't get set and the project remains in the same workflow stage with the Submit button greyed out.

    Please help..!

    Thursday, May 15, 2014 8:57 AM
  • Hi Hester

    Could you post snapshots of your workflow, relevant stage configuration & custom field configuration that you are trying to update , just want to check if there is anything specific that we may be missing here  


    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com

    Thursday, May 15, 2014 1:05 PM
  • Hi Sunil,

    These are the stages:

    And this is the configuration in SPD (without the Set Project field action):

    The funny thing is that setting "Synch with SAP" does work as expected. Could that be because it follows a Condition Outcome?

    thanks,

    Hester


    Monday, May 19, 2014 8:43 AM
  • Can you take a screen shot for Stage 2 Quotation details and push it in here

    Thanks | epmXperts | http://epmxperts.wordpress.com

    Monday, May 19, 2014 2:31 PM
  • Tuesday, May 20, 2014 9:09 AM
  • Hi Hester

    Try checking the check box at the bottom in the stage configuration, where it says Project checkin is required, post that save the configuration and try it again and let us know what happens


    Thanks | epmXperts | http://epmxperts.wordpress.com

    Tuesday, May 20, 2014 1:08 PM
  • Tuesday, May 20, 2014 1:49 PM
  • I am out of ideas at this point, would ask others to chime in,

    Other possibility is to do a logging in order to see what its doing with the values in the workflow

    as there is no way to custom debug a sharepoint designer workflow

     

    Thanks | epmXperts | http://epmxperts.wordpress.com

    Tuesday, May 20, 2014 8:33 PM
  • Today it works in our online PWA... For the on prem customer we decided to not have the workflow set this field, so the pressure is off. Maybe I will look into this later.

    Sunil and Johan, thank you very much for your help!

    Wednesday, May 21, 2014 12:20 PM
  • Hello

    I have exctaly the same issue, if I add a Set Project data in my first step, my workflow freezes

    Any idea of what I could do?

    Monday, August 10, 2020 11:04 AM