Assigning a custom workflow to a work item type in Rational Team Concert - process

I'm in the process of customizing Rational Team Concert to include a custom work item type. As part of the testing of the work item type as I created it I populated a few of the custom work items with data. As I enhanced the custom work item type and added additional attributes I was able to use the "Check attributes usages in repository" from the "Types and Attributes" to ensure that the new attributes were propagated to my test work items.
Now I've gotten to the point where I need to create a custom workflow for this work item type. I've defined the workflow and and assigned it to the work item type, but my existing test work items can't seem to use it. Clicking on the "Check workflow usages in repository" link says "There are 9 work items in the repository referencing workflow states or resolutions that are not present in the bound workflow. Do you want to show these items in the Work Items view?".
The workitem view then just says that status = 1 for the test work items.
If I select a work to open in the rich client editor all of the process elements are inactive. If I open it in the web editor, it says that the status is "1", as shown below:
Is there any way to fix this and change the workflow of existing work items? I should add that new work items work just fine, but I'm worried about what might happen if I need to update the process again in the future.

In the context of work item customization, you have to manually sync existing work item attributes with the most recent version of the PA in order to take your changes into account.
The steps are detailed here in the manual page "Defining work item types and attributes":
(bottom of the page)
To manually update existing work items with new or modified custom attributes:
Run a query so that the query results contain all the work items that you want to update.
Note: Do not select any relationships to be shown in the query results.
If relationships are shown, the Type icon is not displayed and you cannot complete these steps.
To clear all relationships shown, in the Work Items view menu, select Relationships, click Deselect all, and then click OK.
In the Work Items view, select the work items that you want to modify.
In the row of one of the selected work items, right-click the Type icon and select Synchronize attributes.
Thanks.
Eric.

Related

Hide/Unhide custom menu item under standard menu item based on transactions

I have a custom menu item created under system menu in the menu bar. I want the menu item to be displayed only in case of certain transactions.
The transactions are configured for my business scenario.
I tried the following:
1) Assigning a switch to the custom menu item under system menu in menu painter would hide/unhide it across all the transactions depending on whether the switch is active or not.
Also checked whether switch can be assigned set of transactions rather than a package. No luck.
2) Checked whether the code is hitting the statement set pf status. It's just hitting the set pf status for the other menu items like Goto and Edit. So don't know how exactly the system and help menu options are being populated. If I know exactly the working that is the common logic executed here, then I can possibly populate the custom menu item by reading the configuration of transactions.
3) Transaction variants is another option. But here too we do not have access to system and help menu options. Plus if it works, it would be not a generic solution as I will have to create transaction variant for all the transactions.

Share Outlook task manager custom view with user defined columns

I have created a task manager view in Microsoft Outlook which contains user defined fields as well as other Pre-defined fields in the view. I am trying to share this task manager with the rest of my team however, I cannot get it to show all of the columns as they appear on my screen on their screens. I am able to share the task manager but many of the columns are missing. It seems to be because the custom view I created isn't being shared with the other users. On my computer, the custom view is displayed and selected above "Simple list" under the Current View menu on the left and the others do no seem to have that as an option. Does anyone know how I can share the view? The tasks are already being shared I just need the View to be shared so my team can see all the columns properly. Thanks for any input you may have to offer.
Views are defined and customized using the View object's XML property. The XML property allows you to create and set a customized XML schema that defines the various features of a view.
Use the CurrentView property of the Explorer or Folder classes to customize the View in Outlook. An XML definition of the view can be exported and transferred to another PC.
Ok essentially what I did was I went to view - current view - define views and created a new view selecting Table and This folder, visible to everyone. Then I found pre-definied columns that weren't user defined columns that allowed free text typing like subject, milage, and billing information. Once finished adding all the columns I needed I applied the view. Then I went and changed the name of the columns by right clicking each column header in the task manager and selecting format column. there you chan change the label name to whatever you want the column to be titled. This way you did not have to worry with using user defined columns that can be tricky to share. After that I went back to view - current view - define views, and made a copy of the view I created selecting this folder, visible to everyone. Then you will want to right on the tasks manager name you created under the My Tasks list and select properties. Make sure to give everyone your sharing it with full permissions as owners so that they can all edit the task manager as they finish each task. Then I shared this task manager by right clicking on the name of my newly created tasks manager (listed under the My Tasks menu) and selecting "share". I checked the box in the email stating recipient can add, edit, and delete items in this tasks folder. Now everyone can see all information displayed in each column and edit it as well hope this helps.

Need form in located in a SharePoint 2010 InfoPath web part to retain data submitted at the same time

I have created a form for use during a meeting. Multiple people need to click approve at the same time. The issue is if they all are in the form at the same time, it is only going to keep the last approval and resets the fields the others have approved... as there approval was not there when the form was opened. I guess I should have seen this coming. Is there anything I can do?
Use two lists with a parent/child relationship.
You need a master list with a unique ID and a detail list where the Master ID is assigned to the new list items to define the relationship. In the Master List you can customize the display form to contain a list view of the related items in the Detail list and a link to add new items to that detail list. A little bit of JavaScript will ensure that a new item in the Detail list gets the Master item's ID assigned automatically.
Clear as mud? The SharePoint Hillbilly has a video tutorial for 2007 and 2010.
If you go through the material (the 2007 stuff is good to understand the approach), you'll find that there are two techniques, one using SharePoint Designer, the other one without SPD.
Back to your meeting: Before the meeting, create an item in the Master list. Everybody can see the item on their screen and click to create a related item in the Detail list. They can all save their related item at the same time, since these are individual list items in the Detail list. Refresh the display view of the Master list item to see everybody's replies.

Setting up recycle bin functionality in Archer GRC

When deleting records within the platform, this action is not reversible via the front end. Is there a way to allow users to remove a record from their view without actually deleting the record?
You can simulate recycle bin functionality within Archer GRC by adding a record permission field that grants read access to "Everyone". If read access is no longer required then an editor of the record can go in and change "Everyone" to a group called "Recycle Bin."
Please note that if there are other record permission fields in the application, users or groups may still have access if they are selected in those fields. Perhaps You can set up a dropdown status field for the user to select "Recycle Bin" and use this condition for automatic record permissions to revoke permission to the record depending on the requirements or workflow of the application.
Solution shared by Igritte might be somewhat confusing for end users.
End user will see greyed out "Delete" button in the top toolbar, but he has to select "Recycle Bin" in the form. This solution was not accepted by my business owner at some point.
As a work around for "Soft delete", I wrote a custom object overriding "Delete" button functionality.
1. User doesn't have delete access to the record, so JavaScript code will make "Delete" button look like active and available.
2. Once the button is clicked, custom object will populate value in the
hidden value list and simulate the click on the "Save" button.
Update: Note that Custom object needs to hide the value list first once the page is loaded. Here you will need to use a JavaScript and do the following: [a] locate the value list DOM object and [b] set display attribute to none. I used jQuery library to do both. This way your value list is not displayed, but you still can use it to control data driven events.
3. With hidden value populated and submitted, record permission will hide this record from the end user.
Note that custom object hides one value list on the layout as well.
If for some reason JavaScript doesn't load properly, user simply will not be able to click on the grayed out "Delete" button.
Update: Hidden value list can be populated by custom object using JavaScript code as well. You need to identify the form tag "input" in HTML code of the page and set attribute "value" to the desired state. I used jQuery library to do this as well.
I have this solution in production working fine with IE11, FF and Chrome.
I can't share the code, but with WC3Schools JavaScript guides and 4 hours you can write and test it yourself with very little JavaScript skills.
Sometimes you have to use custom objects when you want to get a user-friendly solution of not available functionality.
Good luck!

Conditional Alert in SharePoint 2010 list

Is it possible to create an Alert which should only fire when certain field value is blank or something like that ? I don't find any reference for the same anywhere.
If your alert criteria can be expressed in a view, you can then do this through the UI without code. Create the view on the list with your criteria. Then set an alert for the list. In the section for set alerts for these changes, select the someone changes an item that appears in this view and select your view from the dropdown list.
This option is not easily discovered in 2010 as the option only appears after a custom view exists for the list (except for the task list, which has a number of views included by default).
You can create a workflow through SharePoint designer to achieve this functionality.