Issue with documents in Project workflows in SuperOffice Windows

Hi all,

I have a customer who has just started to use workflows in Projects. A number of the of the workflow entries they have added relate to scanned documents which they drag and drop into SuperOffice.

The issue we are having is that in SuperOffice Windows (and it has to be Windows due to the complex scripting they are using), we cannot seem to drag a document into SuperOffice and attach the document to the work flow. It seems to work ok in web, but in Windows, if we drag a document on (even if we have opened a document dialog from the workflow tab), it will just create a new activity not linked to a workflow.

Many thanks,

Trevor

RE: Issue with documents in Project workflows in SuperOffice Windows

Hi Trevor,

let me try and see if I understand this..
- You are in a project Guide archive. The view with Appointments to the left and Documents to the right.
- Now you drag an external document into this view.
- You get the document dialog and save.

But you expect this document to magically become a step of the Project Guide, as if it had been added using the admin client.
Is this correct?

If so, this is 100% new to me, never heard of this feature. Guide goes back many years when the Win team was still large..
I would need to dig into the code to see evidence of this first.
(I am surprised that Web has implemented this).

You should however get the see the newly added document row in the project activity archive, just as any standard document created from within SoCrm.


/conrad

Av: Conrad Weyns 21. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

Hi Conrad,

Spot on :-)=

I have tested it in web and you can do this.  You simply click the document you want to create on the project guide, and it opens up the new document dialog window.  You can then either click the upload, and drag a document into this Window, and it will add the document in SuperOffice, and will be linked to the project guide.

The customer needs it to appear in the project guide as this is a checklist of all documents that have to create on every project.  This includes a number of scans of signed documents.

Many thanks,

Trevor

Av: Trevor Sharp 21. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

Ok,
Added TFS 63685: Guide - Document part: Drag&Drop doc into view: does not bind new document as a new step to the Guide workflow.

From a quick look into the code, this is what I can say so far:


- Drop never implemented in this view so the "Application-Wide" drop handler is doing this.
- If there is a document step visible, right-clicking on it wil give you this context-menu:

This I think is designed to do what you are expecting except the view does not automatically update.
(Click on the Show all statuses checkbox twice to force an update).
Also some wierd things seems to happen sometimes in the Appointment left hand side.

To be perfectly honest, I don't know much about this system. Some of this team are long gone from SuperOffice.

Per-Arne or I will dig into this.
8.4 R08 is being acceptance tested on monday.
My gutt feeling is that this could see the light of day in the next 8.4 R09 release.

Thanks for the report!

Regards,
Conrad

Av: Conrad Weyns 21. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

Hi Conrad,

Thanks for the reply.  I think all thats needed is the abolity to drag and drop a document into a open document dialog box.  Then you can click on the project view (or sale view for that matter), to create a document, this is either an existing work flow item or using the Create Another, as per your reply, and when the new document dialog appears just drag the document into this dialog as you do in web.  When you save it, it will be linked to the project workflow in the same way it would do if creating a new document from a template.

Many thanks,

Trevor

 

Av: Trevor Sharp 21. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

I have been looking into this hoping to get it into the upcoming R08 before monday but I will need more time.
As I see it, the document list source is coming from the "SuggestedDocument" table.
Without a link to a SuggestedDocument_id it will not appear in the list.
What you seem to suggest is to "kidnapp" som existing suggested document from the list but the list might very well be empty.

Consequently, we have to create a suggesteddocument record on the fly.
I will find some one from the web team to figure out what they have done for this use case.

Given a list of suggested documents on the right hand side, I can argue that one could, depending on where you drop a document, use the closest suggested document id as source. But if none exist, we need some sensible default.


Will try and get back to this by the next R09 release.
Conrad


Av: Conrad Weyns 21. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

Hi Conrad,

Would this not do this automatically though, without the need of extra coding.

This is how it works in web.

I first initiate the new opening of the document dialog box from the Workflow by clicking the create link.

In web I can then drag my document on to this dialog, or use the upload link.

When I click save it is automatically saved against the workflow, as this process was started from the workflow.

This works exactly the same in Windows, apart from the fact that you cannot drag a document onto an existing document dialog box.  If you could, then the existing code in Windows that adds the document to the workflow can still be used.  The advantage of doing this, in this manner is that you do not need to second guess what workflow item to add this document to, as the user has chosen which workflow item they require at the begining.

Many thanks,

Trevor

 

Av: Trevor Sharp 22. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

Hin Conrad,

Just to add another point.  Thank you for looking at this so quickly :-)

Trevor

Av: Trevor Sharp 22. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

I understand your idea.
 - Create another
wait for doc dialog
- Drop file in doc dlg.

Advantage of this is that the user has decided which SuggestedDocument to bind it to.

Problem is that in Win this clears the Document Dialog job and turns it into the application-wide "incomming document".
So I need to make the doc dialog aware of this context.
This SuggestedDocument stuff is hidden far away and is not readily available.

Observe: Unlike Web, the main entity dialogs in Win remain Modeless. The user is free to click anywhere and change context.

Also, if the view handles the drop, it is hard to figure out which SuggestedDocument to bind it to, if at all available.

I have for now fixed the GUI update issue.
I the weather turns very bad, may be the week-end can help :-)

Not promissing anything though...
Conrad

Av: Conrad Weyns 22. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

Thank you Conrad, appreciated.

Trevor

Av: Trevor Sharp 22. mar 2019

RE: Issue with documents in Project workflows in SuperOffice Windows

Hi Conrad,

Did you get any luck with this.  Is this something we may see in the next release of SuperOffice.

Many thanks,

Trevor

Av: Trevor Sharp 9. apr 2019