Generate process site

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applies to version: 8.2.x; author: Marcin Wiktor

Automatic generation of process sites

One of the new features introduced In 8.2 is the site generation tool, which automates building sites for processes. Thanks to this tool, we can momentarily create a process site containing basic Web Parts as well as sub-sites with Show Workflow Element Web Parts for each individual step of the workflow.

To launch the tool, right click on the desired process and click “Generate process site” or select it from the “Tasks” menu in the top-left corner of Designer Studio.

 

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This function can have two outcomes – update an existing site or create a totally new one.

When generating a site, we must supply a name for it, and optionally change the address of the parent site. The default parent site is the one that is linked to the process (Process configuration -> General tab -> “Linked site”)

The “Generated name” column is responsible for what will be the display names in Web Parts.

 

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After generating a site, two additional columns will appear containing information on whether each component was added successfully. Furthermore, the “Open site” button will become active.

 

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4 Web Parts can be generated on the main site. The Web Part used for starting processes will, by default, have the option to launch every document type and workflow.

The Web Parts linked with active tasks will only show tasks connected to the given proces.
We can create a Show Workflow Element Web Part For every available step in the workflow, containing basic information about elements currently waiting in those steps.

By default, these SWE Web Parts display the element number, who it is assigned to, how long it has been in the current step, task details, author, date and time of last modification and who it was modified by.

There are no indications against adding more columns manually.

Apart from SWE Web Parts for each step, we can also generate a Web Part to display all elements of the process, and a similar one which groups the elements by the workflow and step they are in.

 

The generated site should look something like this:

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The site use the default SharePoint style and motif, so if you want to use a different style or template – be sure to include that fact in the settings.

It is also worth noting that generated sites inherit privilege settings from their parent site by default.

The second mode for this tool – “Add to existing site” – works identically, we just need to select a target site (instead of a new name and parent site) and choose whether to overwrite we want to overwrite existing sites that have if names repeat.

 

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