Scenario:
Using the InfoPath Process Template, I assigned two users in the Destination Rule at the Approval step. I am using SPS (SharePoint Portal Server) Task List to access the work items, and I noticed both work items appear in the same task list.
Q1. Is it supposed to appear on two different persons' tasks list?
Q2. Is it possible to enable users to see and access only the work items belonging to them in the SPS Task List?
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Q1. Is it supposed to appear on two different persons' tasks list?
No, this is by design (but we have a simple solution).
It is true that the only logical place for creating and inserting individual tasks are in personal workspaces. However, the default security settings in SPS does not allow K2 to manipulate the Tasks Lists (or any object) in personal sites, unless K2 is granted full rights to that list. Granting full rights to K2 (or any application) would constitute a security violation and we would not recommend it. We therefore use one list for task delivery in SPS to all users.
Q2. Is it possible to enable users to see and access only the work items belonging to them in the SPS Task List?
Yes, this is achieved through setting the filter on the default view of the task list.
When in the K2.net 2003 task list in SPS, click on Modify settings and columns on the left:
http://forum.sourcecode.com.sg/images/userimages/sps1.jpg
On the next screen scroll down and click on the All Tasks link under the Views heading to customize that view:
http://forum.sourcecode.com.sg/images/userimages/sps2.jpg
.
Click on the Ok button to apply the change.
http://forum.sourcecode.com.sg/images/userimages/sps3.jpg
When this filter is applied users will only be able to see tasks assigned to them in the Default View of the Task List.
You can click on other views and delete them by clicking on the Delete button at the bottom of the screen. If you leave only the Default view with the filter applied, users will only be able to see their own work with no other view options available.
-- Adriaan
No, this is by design (but we have a simple solution).
It is true that the only logical place for creating and inserting individual tasks are in personal workspaces. However, the default security settings in SPS does not allow K2 to manipulate the Tasks Lists (or any object) in personal sites, unless K2 is granted full rights to that list. Granting full rights to K2 (or any application) would constitute a security violation and we would not recommend it. We therefore use one list for task delivery in SPS to all users.
Q2. Is it possible to enable users to see and access only the work items belonging to them in the SPS Task List?
Yes, this is achieved through setting the filter on the default view of the task list.
When in the K2.net 2003 task list in SPS, click on Modify settings and columns on the left:
http://forum.sourcecode.com.sg/images/userimages/sps1.jpg
On the next screen scroll down and click on the All Tasks link under the Views heading to customize that view:
http://forum.sourcecode.com.sg/images/userimages/sps2.jpg
.
Click on the Ok button to apply the change.
http://forum.sourcecode.com.sg/images/userimages/sps3.jpg
When this filter is applied users will only be able to see tasks assigned to them in the Default View of the Task List.
You can click on other views and delete them by clicking on the Delete button at the bottom of the screen. If you leave only the Default view with the filter applied, users will only be able to see their own work with no other view options available.
-- Adriaan
This is great stuff, but please can you tell me quickly how to get my SPPS custom list to show K2 Task List
There is a well documented step-by-step tutorial on how to build a leave application workflow process using Microsoft InfoPath and Microsoft SharePoint in the K2.net 2003 Developer's Library. To access it, click on Help->Contents in K2.net Studio.
The section that touches on integrating to SPS task list is found in Part 2: Creating the InfoPath Process in K2.net 2003 Studio.
The section that touches on integrating to SPS task list is found in Part 2: Creating the InfoPath Process in K2.net 2003 Studio.
Thanks
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