Coinníollacha Réamh-atá ann cheana féin: SharePoint Teimpléid Alert chuig an Tarrthála (?)

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. Mar shampla, 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. It’s not easy to debug 🙂

Tá roinnt riachtanas go fóill-gan íoc ag mo chustaiméirí, 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. "Cheadú" nó "dhiúltú") and we can specify a hard coded value in the title and description. That’s about it.

Is riachtanas Mo chustaiméara dhá huaire:

  1. Nuair a chuireann SharePoint r-phost faoi shannadh tasc, I measc a lán eolais mar gheall ar an tasc i gcorp r-phost.
  2. Níos tábhachtaí fós, le fada – nuair a cad a tharlaíonn nuair úsáideoir ar an nasc sa r-phost tasc, 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 (foirm InfoPath sa chás seo). Then you click back/back, etc. Everyone hates it.

Tá mé bhfuair an réiteach teicniúil beagán messy agus ba mhaith liom a athrú ar an mbealach is lú cur isteach is féidir a dhéanamh.

The approach I’m taking right now is to create a custom alert template. Is féidir leat léamh faoi sin anseo. The flow works like this:

  • Ritheann SPD sreabhadh oibre.
  • Ag pointe éigin, Sannann sé tasc maidir le bainisteoir.
  • SharePoint system automatically sends out an alert to that manager. This is not part of the SPD workflow but rather “what SharePoint does.” (An tseirbhís lasc ama SharePoint, Creidim).
  • Tá láimhseálaí airdeall saincheaptha agairt i bhfabhar an bpróiseas airdeall caighdeánach (rialacha seo a leanas draíochta mar a thuairiscítear i an t-alt tagairt déanta dó thuas).
  • Nuair a ritheann mo láimhseálaí airdeall saincheaptha, it generates a beautiful email. Níos tábhachtaí fós, ós rud é go bhfuil sé an tasc atá idir lámha, decorates sé freisin ar an tasc iarbhír an fhaisnéis go léir is gá comhthéacs chun freastal ar an riachtanas gnó.
  • Faigheann an t-úsáideoir an ríomhphost agus tá sé lán d'eolas úsáideach comhthéacs.
  • Cad a tharlaíonn nuair úsáideoir ar an nasc tasc agus an tasc féin go bhfuil iomlán na faisnéise comhthéacs úsáideach.
  • Téann gach duine sa bhaile a bheith acu watermelon agus uachtar reoite.

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.

An beagán tricky ach, go dtí seo, Is staid a sheachaint ina nuashonruithe airdeall ar an mír, triggering another alert. This doesn’t worry me.

Breathnaíonn gealladh fúthu go dtí seo ...

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 SA DA BAKGROUND, DECORATIN Teh TASC LIOSTA WIF MOAR COMHTHÉACS".

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