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Old 04-01-2022, 10:11 AM
tramsey3 tramsey3 is offline Webpart Customization Question Windows 10 Webpart Customization Question Office 2016
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Webpart Customization Question
 
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Default Webpart Customization Question

Greetings,

I am trying to better understand the development potentials involving custom Webparts & Project Sites. Or more plainly: if the basic ideal I am wanting to develop is possible, or if there would be a manual configuration for each new Project Site.

I will give a basic overview of our current configuration (rather unique), and envisioned solution. [If it helps, we are a Construction company, so we are utilizing PWA a bit differently than most use cases I’ve researched.]

Basic Overview
We are using PWA/Project Online. Each project created also generates a Project Site.

PWA – Master Lists & PDPs
At the PWA-level [https://contoso.sharepoint.com/sites/PWA] we have 7-8 ‘Master Lists’, which are utilized by every Project. Currently, these lists functions as Change Registers/Logs… examples: Submittals, Change Orders, Requests for Information, Purchase Orders, etc.

Each Register/Log (List) is hosted on its own PDP. Each PDP has 2 Webparts: List View & Query String (URL) Filter. The List View connects to the List/Register/Log. The Query String webpart is using ‘ProjectID’ as the QueryString parameter. Basically, depending on which Project you have opened, the PDP/List/Register you are interacting with is filtered to only show list items which match the ProjectID.

Project Sites – Document Libraries
At the Project Site-level, we have a classic Document Library, which accepts all Content Types, and 7-8 Modern Libraries, configured to 1-4 Content Types each.

Current Workflow
1. Within PWA, on a PDP page/Register, with the Project ‘checked out’, the users clicks an ‘Add New Item’ button.
2. The user is directed to a form that the fill out. [Note: JSlink/Jquery is used on the form to hide & autopopulate certain fields, such as ProjectID, ProjectName, etc.]
3. The user saves the form and is redirected to the PDP Page.
4. [Most Register Items will have a document(s) associated with them] & the user will click the Upload button on the list item.
5. A modal pop-up appears to select a file to upload.
6. Select file and click ‘Next’
7. Select a Content Type [*Note: Depending on Content Type selected, you be given metadata fields to populate. The SAME metadata fields populated by the user in step 2.]
8. The fields are populated, and the User clicks save. [RelatedProjectItem is automatically added to the document’s metadata, as a link between the Project Site-level document and the PWA Master List item.]
9. The file is automatically sent to the Project Site’s classic Documents library
10. Simultaneously: A Flow kicks-off which copies the file into a Document Library which matches it Content Type.

The issue: Things happen in multiple places [PDP page, Form, Pop-up, Project Site] & metadata has to be entered twice.

Envisioned Solution
The ideal is to develop a custom webpart, which will be hosted on the Project Site, on a Site Page.

Initially, the webpart’s property pane would allow the user to select a List (or all of the Master Lists/Registers), and configure them to:

1. Get the PageContext (Project Site’s URL, etc)
2. Compare the above Context to a list, at the PWA level, that is created via a Flow collecting Odata (example columns: ProjectName, Owner, InternalWorkSpaceURL/ProjectSiteURL, ProjectID, etc.), to find a match ProjectSiteURL, and then to get the ProjectID (for filtering)
3. Whatever else would be necessary to make it function like a current PDP page with a List being filtered by a Query String Filter URL, to only show List items related to that Project.

The Site Page would be saved. The Project Site would be saved as a Template. The Template would become the new Project Site Template in the EPT.

The Million Dollar Question
Would the webpart be able to automatically be configured, based on the original setup?

Or…



After a new Project is created… would a user have to go to the webpart Site Page, on the new Project Site, and configure it for that specific project?

Is any of this feasible?

Much appreciation to anyone who took the time to parse this mind dump!

-TR
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