One of my clients worked with a previous contractor to build out a small but useful HR application for the enterprise. That contractor used SharePoint Designer to implement the workflow portion of the solution. It’s a bit of a mess. Esate baterako, there are nine SPD workflows in support of a single logical workflow process and up to five of them may fire simultaneously at any given time given the right conditions. Ez da erraza araztea 🙂
Oraindik nire bezero-nabarmena eskakizunak ditu, one of which is to generally provide more context when the system sends out email alerts – both in the email itself as well as associated task forms. As SPD workflow implementers know, the “collect data from user” SPD action actually creates a task with a custom content type. When we use that action, we don’t get to specify much. We can prompt for some values (e.g. "Onartu" edo "ukatu") and we can specify a hard coded value in the title and description. That’s about it.
Nire bezeroen baldintza bi aldiz biderkatu da:
- Noiz SharePoint zeregin esleipen bati buruzko e-mail bat bidaltzen, besteak beste, zeregin buruzko informazio asko posta elektronikoaren gorputza.
- Are garrantzitsuagoa, urrun arabera – erabiltzaileak zeregin link gainean klik email-en, the task form should have all the information the approver needs in order to make his/her approve or deny decision. Right now, the manager needs to click on the item link itself to drill down into the underlying details and no one likes that. You have to click in the email. Then you need to click a sort of obscure link on the task item. Then you can look at the underlying data (kasu honetan, formulario bat InfoPath). Then you click back/back, etc. Everyone hates it.
Heredatu dut hau zertxobait narratsa irtenbide teknikoa eta modu gutxienez intrusiboa balizko aldaketak egin nahi dut.
The approach I’m taking right now is to create a custom alert template. Hemen buruz irakurri dezakezu. The flow works like this:
- SPD workflow exekutatzen.
- Uneren, Zeregin bat esleitzen da kudeatzaile bat.
- SharePoint system automatically sends out an alert to that manager. This is not part of the SPD workflow but rather “what SharePoint does.” (The SharePoint tenporizadorea zerbitzua, Uste dut).
- Pertsonalizatua alerta maneiatzailea da alerta estandarra prozesuaren alde deitu (magia arau hauek aipatzen Goiko artikuluan azaltzen den bezala).
- Nire alerta pertsonalizatuak maneiatzailea exekutatzen, it generates a beautiful email. Are garrantzitsuagoa, ditu eskuan zeregin geroztik, apaintzen ere benetako zereginaren testuinguru informazio negozio baldintza bete behar diren guztiekin.
- Erabiltzailea email lortzen eta testuinguru informazio baliagarria betea da.
- Erabiltzaile zeregin lotura eta zeregin bera klik Testuinguru informazio baliagarria beteta.
- Pertsona orok doa etxera sandia eta izozkia dute.
I did a quick POC and it works well in a lab environment. I get my custom email alert as expected. I also get to update the task description and title itself.
Bakarra delikatua bit, orain arte, da egoera bat non alerta eguneratzeak elementua saihesteko, triggering another alert. This doesn’t worry me.
Itxura du, orain arte, zin ...
The great thing about this is that I don’t need to muck about with any of the existing SPD workflows. They are blissfully unaware that an alert handler is “IIZ RUNNIN IN DA BAKGROUND, DECORATIN teh zereginen zerrendaren WIF MOAR TESTUINGURUA".
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