Is there a way to modify the values that are currently in the Activity dropdown for a Task work item? Here's the current list:
Deployment
Design
Development
Documentation
Testing
Requirements
Sure, you have to edit the Process Template or the Work Item type of the existing Team Project you want to change.
This article gives you information about how to edit a Process Template.
If you want to edit the Work Item of an existing team project is almost the same process, only the start is different as you have to select this command:
Once your Task Work Item Type is selected, double-click on the Activity field in the Fields tab.
Then in the windows that opens, go to the "Rules" tab and double-clik on the "SUGGESTEDVALUE" line.
Then change the lines you want.
Finally save the Work Item type, if you're from the process template then follow the procedure told in the article, if you're from the Work Item in an existing Team Project, you just have to save for the change to be effective.
BUT, beware (for the existing Team Project case) that if some Work Items already exist in your Team Project that use a value you removed, these ones will generate an error the next time you'll edit them. You'll have to change the value of the Activity field to an existing one if you want the Work Item to be save-able.
Related
I’m working on customization where I prepared customized Customer form and Case Entry form.
In the Case Entry I have button that should launch customized Customer form.
Is it any other way to do it than adding new menu item for customized Customer?
Assuming I have understood your question correctly, a very similar question was asked on EpiUsers: https://www.epiusers.help/t/launch-customized-form-code/62207/5
Here's a snippet from the post. The link gives a lot more info with screenshots:
You can always create a New Menu ID under Processes section of the tree in Menu Maintenance, so it won’t show up on Menu selection, but then you can call it via code.
Is there a way to call it without adding it, I am sure one could debug what Epicor calls when you enter Customization Mode and select a layer. I believe its possible, I just haven’t taken the time to debug it, because I always use the Menu Maintenance instead, because layer names change and relying on a special layer name is more fragile than adding a Menu Item under Processes section in Menu Maintenance – Plus then you can re-purpose the same Menu ID everywhere easily, without hardcoding layer names.
This way, you can keep the standard Customer form in place on the menu, but use the button to launch the customization. Hope this helps!
I am developing a database solution in Filemaker Pro 16. I have a "customers" and "projects" table.
What I want to achieve is the following:
User clicks on a button
New window appears in which the user selects a customer from a drop down list
New project will be created
New window appears in which the user can enter the project information.
How can I do this. One can think, of course of an additional table in which temporary values are stored. In that case, I can store my customer selection in this table. However, what about concurrency. What if two people are going to add a project at the same time? In that case you would need a temporary values table for each user.
The most straightforward solution would be to directly store the selected customer in a variable. However, I don't think you can do that.
PS: I don't want to use a Custom Dialog. In that case, I think, you cannot add a drop down list.
Hope someone can help!
Use a Popover button for your customer selection.
Place your Drop Down list in the Popover panel, and store the Customer ID in a global field (they are local for each user).
Perform your script and navigate to your project layout upon selection, for instance using an OnObjectModify Script Trigger.
I have created a content item at /sitecore/Home/FootballFever/Articles and have given insert option so that we can add only items of templates "Article".As of now,these article items are bucketable according to a field created date.
Now, i have insert option "Add Article" and "Insert from Template" buttons in the Home ribbon "Insert" block. When i create an item through "Insert from Template", the item automatically gets added in respective bucket with path as created date. for example if the item has created date is "7/21/2014" then path will be "/Articles/2014/7/21/ ".
But when i click on "Add Article", the item gets added in /Articles and i have to Sync everytime to get it to correct path.
How can I have the same behavior as that of "Insert from Template" but with path having Release date which is a field of template "Article"?
Please make sure that Article template has Bucketable field checked in its Standard values (for Article template).
If not, when you add a new item into buckets folder, newly added item itself is not bucketable, unlike the rest already existing items from the same bucket folder.
I have just made a proof of concept on my sandbox environment and can confirm that in case you add a new item with Bucketable checked by Standard values - it comes into a bucket straight away and you do not need to perform Sync.
Hope this helps.
UPDATE: I have written a blog post specially to cover your question,with comprehensive description.
http://blog.martinmiles.net/post/understanding-buckets-adding-new-items-to-buckets-correctly
By default, items will be structured in bucket folders, five levels deep based on the date and time the item was created. There are a couple of other built in rules you can use like using part of the Guid or part of the name. The thing to note here is that these are all things that are available on item creation. If you want to structure your articles based on a custom 'Release Date' then you will need to write a custom rule and you will also have to implement an OnItemSaved event handler. Here is a article on how to write the custom rule.
Generally you don't have to worry about how the items are structured in your bucket. Editors should be using the search tab to find the items they need.
Having said that, this SO post discusses how to structure your bucket items based on a custom field. Some things to note here is that this is generally a global change. There are ways around it that enables you to have different strategies for different buckets but you'll then have to do additional work to override the LinkProvider and potentially other things.
I have several Sitecore items (whose template is connected to an approval workflow) that will not go into Edit mode when clicking "Edit" from the "Review" tab. The same workflow is used elsewhere on the site successfully (the site is more than 3 years old), but clicking Edit in this case doesn't seem to affect the workflow state.
I've turned on verbose logging, which provides a lot of detail, but nothing to indicate any error conditions. I've been comparing how this template is configured with other "working" templates for a couple of days and everything looks Kosher, but surely I'm missing something obvious.
EDIT: The item(s) in question are imported by a data provider, and I've confirmed that for some reason Sitecore is not setting the "Workflow" and "State" system standard fields with a default value. That appears to be at least part of the issue.
EDIT 2: Followed the steps in this thread http://sdn.sitecore.net/Forum/ShowPost.aspx?PostID=45991 to use Sitecore Rocks to update all of the items to the correct Workflow State, but the update did not stick. For some reason workflow changes are not persisted for imported items.
EDIT 3: Clicking the Edit dropdown button under the Home tab displays the message "The item is currently not part of a workflow."
Standard values set correctly? Only have one Standard Values item for this template?
Generally, almost every time I run into a situation where X works on certain items, but not on others... it's a permissions issue. You've tested this as an Administrator I hope?
Sorry my suggestions are so vague, but it's hard to be specific here. We need some more information from you... When you click on Edit what exactly are you expecting to happen? I'm not entirely sure what you mean by "Edit mode" here. In Content Editor, all items are essentially in edit mode all the time... In my configuration, when I click on Edit, I am just locking the item. It does not change workflow state or create a new version.
These items are coming from a data provider... is your data provider handling Lock/Unlock calls properly? I know it's possible to use a data provider without implementing the entire Item API.
All of my Content Items in one node have a bad reference to a workflow. I am trying to create one to replace the missing Workflow. I did these steps:
Created a new workflow
Located the common inherited template that all content items in this node use.
In the standard values I chose my new workflow for the "Workflow" and "Default Workflow" fields (I think I just need default, but I am not sure.)
Saved and Smart Published.
The content items still show the GUID for the missing Workflow. I click the template name at the top of the content item, double check the standard values on the template and everything looks great.
How do I force Content Items to retrieve the correct workflow from their Templates?
It looks like your content items have broken from their standard values which is why your new standard value WF is not getting set. What version of Sitecore are you using? You can use the reset button on each content item to bring it back to the standard value just for the workflow.
Go to the View ribbon and enable Standard Fields
For each content item that has the wrong workflow, go to the Versions ribbon and click the Reset button on the left
In the pop-up scroll all the way down to the bottom Workflow section and check the boxes to reset specific fields
Repeat this process for all of the content items
Another idea is to write code to programatically reset fields or set them to a new WF