Workflow Tasks on Document Set Welcome Page

I have a workflow that runs on a Document Set (custom content type).  What I would like to do is add a display of open tasks for that workflow on the associated Document Set's Welcome page. 

I found some articles related to showing Workflow History, but I'm interested in the Tasks List.... 

September 9th, 2013 7:20pm

Ever figure this out?  I am looking to find a similar solution.
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November 1st, 2013 6:39pm

Yes, it took a lot of reading of various articles but I managed to figure it out.  

I'll try to recap here - hopefully I don't forget anything.

1.  On the workflow tasks, create a field.  (I made it hidden on the Task form)  Assign the ID number of the Document set to that field as the task is created.

2.  Create the view in the Tasks list you want to use. (filter it so that it only has the workflow you want)

3.  On the Document Set Welcome Page add the Tasks list (set the view to the one you want)

4.  On the Document Set Welcome Page - in Sharepoint Designer.  Select the web-part of the tasks list. 

  4a.  Go to Parameters in the ribbon menu.  Add a Parameter make the source 'Query String'.  Make the Query String Variable 'ID' (without quotes).

  4b.  Go to Filter in the ribbon menu.  Select your field you created on the task and make it equal to the Parm you created.  *You can optionally filter by the workflow name as well if you didn't do so on the Task view.

November 1st, 2013 8:25pm


The only problem I am having with this is with Step #1... "where" do you set the ID (in the Workflow Task list)? I have tried creating a Workflow that fires anytime an item is added to the specific "Workflow Task" list, but I can't seem to figure out "how" to retrieve the "Document Set ID". :(

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May 28th, 2015 10:56pm

Shayne-

I created a column in my Workflow Task list to store the ID of the item on which the workflow was running. In my case, I have a workflow that runs whenever a document set derived from a particular content type is created or modified. Custom Tasks are started, and I have implemented an 'Update item in List' action in the "When a Task is Pending" behavior within the 'Change the behavior of a single task' customization tool for my custom task. 

In this Update Item in Tasks action, I set my site column to the value of Current Item:'ID'. 

In the 'Find the List Item' lookup configuration, I lookup the field 'ID' using the value of 'Task Process:[my task name]: 'Item ID'.

Task Behavior Customization

June 9th, 2015 3:25am

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