Kabla zilizopo Masharti: SharePoint Alert Matukio na Uokoaji (?)

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. Kwa mfano, 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 🙂

Mteja wangu ana idadi ya mahitaji bado-bora, 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. "Kupitisha" au "kukataa") and we can specify a hard coded value in the title and description. That’s about it.

Mahitaji ya mteja wangu ni mara mbili:

  1. Wakati SharePoint zituma barua pepe kuhusu zoezi kazi, ni pamoja na mengi ya habari kuhusu kazi katika mwili email.
  2. Muhimu zaidi, kwa mbali – wakati mtumiaji Clicks juu ya kiungo kazi katika barua pepe, 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 (Fomu InfoPath katika kesi hii). Then you click back/back, nk. Everyone hates it.

Nimekuwa kurithi hii kiasi fulani messy ufumbuzi wa kiufundi na mimi nataka kufanya mabadiliko katika njia angalau intrusive inawezekana.

The approach I’m taking right now is to create a custom alert template. Unaweza kusoma juu ya kwamba hapa. The flow works like this:

  • SPD workflow anaendesha.
  • Katika hatua nyingine, ni inateua kazi na meneja.
  • SharePoint system automatically sends out an alert to that manager. This is not part of the SPD workflow but rather “what SharePoint does.” (Timer SharePoint huduma, Naamini).
  • desturi handler tahadhari ni kutenguliwa katika neema ya mchakato kiwango tahadhari (kufuata sheria ya uchawi kama ilivyoelezwa katika makala hapo juu inatazamwa).
  • Wakati macho yangu handler desturi anaendesha, it generates a beautiful email. Muhimu zaidi, tangu ina kazi katika mkono, pia decorates kazi halisi na taarifa ya mazingira yote muhimu ili kukidhi mahitaji ya biashara.
  • mtumiaji anapata barua pepe na ni kamili ya habari muhimu muktadha.
  • Mtumiaji Clicks juu ya kiungo kazi na kazi yenyewe ni kamili ya habari muhimu muktadha.
  • Kila mtu anakwenda nyumbani kuwa na tikiti maji na ice cream.

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.

tu gumu kidogo, hadi sasa, ni kuepuka hali ambapo updates tahadhari bidhaa, triggering another alert. This doesn’t worry me.

Inaonekana kuahidi hadi sasa ...

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 IN DA BAKGROUND, DECORATIN teh KAZI ORODHA WIF moar MAELEZO".

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