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SharePoint 2010 - Disable Status change based on Children RRS feed

  • Question

  • Hi All,

    I'm hoping somebody can let me know if the following is possible.

    I have a parent item called Project.  Projects can have Tasks assigned to them.  Projects have a status field.  What I'd like to do is prevent a user from changing a Project to the completed status unless all the tasks assigned to that project have also been completed.

    Is this possible without doing custom development?  Ideally with a Workflow or some sort of calculated column?

    Thanks,

    Tim

    Thursday, December 19, 2013 7:18 PM

Answers

  • I think you can do that with Workflow.

    here are the steps -

    Have an internal variable , say like internalStatus with value false/0 in Projects

    customize the form with infoPath and create a rule to disable the status, if the value of internalStatus is false/0

    and in the tasks, you can use customize single task or overall completion and set the Projects internalStatus to true/1 when the currenttask:outcome is approved

    Hope this helps!



    MCITP: SharePoint 2010 Administrator
    MCTS - MOSS 2007 Configuring, .NET 2.0
    | SharePoint Architect | Evangelist |
    http://www.sharepointdeveloper.in/
    http://ramakrishnaraja.blogspot.com/




    • Edited by Ramakrishnaraja Thursday, December 19, 2013 7:28 PM
    • Marked as answer by TKC2 Thursday, December 19, 2013 7:31 PM
    Thursday, December 19, 2013 7:26 PM

All replies

  • I think you can do that with Workflow.

    here are the steps -

    Have an internal variable , say like internalStatus with value false/0 in Projects

    customize the form with infoPath and create a rule to disable the status, if the value of internalStatus is false/0

    and in the tasks, you can use customize single task or overall completion and set the Projects internalStatus to true/1 when the currenttask:outcome is approved

    Hope this helps!



    MCITP: SharePoint 2010 Administrator
    MCTS - MOSS 2007 Configuring, .NET 2.0
    | SharePoint Architect | Evangelist |
    http://www.sharepointdeveloper.in/
    http://ramakrishnaraja.blogspot.com/




    • Edited by Ramakrishnaraja Thursday, December 19, 2013 7:28 PM
    • Marked as answer by TKC2 Thursday, December 19, 2013 7:31 PM
    Thursday, December 19, 2013 7:26 PM
  • Thanks for the idea!  I'll give it a try.
    Thursday, December 19, 2013 7:31 PM
  • I am having some trouble getting this to work properly with multiple tasks.  My workflow sets the Project status to 1 whenever any task assigned to the project is completed as opposed to when all of them are completed.
    Thursday, December 19, 2013 7:54 PM
  • Ok, can you let me know whether you are using parallel task workflows or sequential workflows.

    If its sequential workflow, update the field once previous tasks are complete. logically it will fall to the last workflow only when previous are completed, then set the status to 1.

    if parallel, then each one will have to update status with different values or different fields. otherwise use a internal workflow variable to set the values, and then finally if the internal workflow varaible is complete, then get the status updated to 1

    Hope this helps!



    MCITP: SharePoint 2010 Administrator
    MCTS - MOSS 2007 Configuring, .NET 2.0
    | SharePoint Architect | Evangelist |
    http://www.sharepointdeveloper.in/
    http://ramakrishnaraja.blogspot.com/

    Thursday, December 19, 2013 9:21 PM
  • I was using Parallel workflows.  I'll try implementing the solution you suggested for Parallel.  Thanks again!
    Thursday, December 19, 2013 9:26 PM