- February 19, 2016
- Advaiya
- Microsoft Project Server 2013
Workflows in SharePoint provide excellent ways to save effort, time, and cost by automating existing business functions. Here I am sharing the process of creating custom task outcomes in Project Server workflow.
SharePoint 2013 out of the box has two task outcomes – Approved and Rejected as shown below:
Let’s consider a use case – While creating a workflow in Project Server 2013, there is a requirement that if a project manager creates a project and submits it, it should go to the PMO for approval, and the PMO should get three options for approval- Forward to Manager, Approved, and Rejected as shown below:
Below are the steps to address this requirement through the custom task outcome functionality.
a)Â Â Â Create a new task outcome column-
- Go to PWA Site Settings – >Â Site columns
- Click Create
Â
- Enter column name as Project Action Outcome and in the additional column settings add all the desired task outcomes. Click on OK.
b)Â Â Â Create a new content type
- Go to PWA Site Settings -> Site Content Type
- Click Create
- Create a custom content type as Project Action Content Type with below selections:
- Click OK.
- On the content types settings page, click Add from existing site column.
- Add Project Action Outcome column to it.
c) Add a newly created content type to the workflow task list.
- Open Project Server Workflow Task List
- Go to List Settings -> Add Existing Content Type
- Add Project Action Content Type
d) Update the wokflow-
- Open/create Project Server workflow in SharePoint Designer 2013
- Open the assign task property
- Expand the Outcome options
- Select the task content type as Project Action Content Type
- The output will look like below:
- Click Save and publish the workflow.
- Now when you run the workflow and edit the task, you will see a newly created task outcome.
I have implemented this approach for Project Server workflow; the same approach can be used for any SharePoint workflow.