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Project Site Creation Using Nintex Workflows 2013 based on a Enterprise Project Type

nintex workflow sharepoint 2013 tutorial

In this Nintex tutorial, we will discuss how to create a Project site using Nintex Workflows 2013 based on an Enterprise Project Type (EPT).

EPT(Enterprise Project Type):

  • In Microsoft Project Web App, an enterprise project type (EPT) represents a wrapper that encapsulates phases, stages, a single workflow, and Project Detail Pages (PDPs).
  • Each EPT represents a single project type.
  • Normally, project types are aligned with individual departments: for example, marketing projects, IT projects, or HR projects.
  • Using project types helps categorize projects within the same organization that has a similar project life cycle.
  • In an EPT we associate a Project Workspace(Site) and a Project Plan(i.e which maintains tasks, timesheets etc.).
  • While creating an EPT we associate a Site Template(for Project Workspace) and a Plan Template(for Project Plan).

Creating a Project Site via Nintex Workflows:

Creation of Project Site is divided into 2 parts:

  1. Creation of a Project Site based on Plan Template and then Publishing it.
  2. Updating the Project Site with Specified EPT Type to get the prerequisite Site and Plan.

Creation of a Project Site based on Plan Template and then Publishing it:

Step-1: Get details for new Project. Ask user for Project Name and associated EPT Name.

Step-2: Invoke the ReadEnterpriseProjectTypeList by calling the “WebService” WebUrl/_vti_bin/PSI/Workflow.asmx?WSDL.

nintex workflow sharepoint 2013 examples tutorial
nintex workflow sharepoint 2013 examples tutorial

Step-3: Get the EPT GUID and Plan Template GUID by Parsing the XML Result which is stored in a Variable(Single Line Of Text).

Step-4: When we save the Resultant Xml value to a Variable it strips out some portion so be careful in building the Xpath.

nintex workflow 2013 user manual
nintex workflow 2013 user manual

/ReadEnterpriseProjectTypeListResult/diffgr:diffgram/defaultNS:WorkflowDataSet/defaultNS:EnterpriseProjectType[defaultNS:ENTERPRISE_PROJECT_TYPE_NAME=”{WorkflowVariable:SelectedEPTName}”]/defaultNS:ENTERPRISE_PROJECT_TYPE_UID

Note: The above Query will get the respected EPT ID and store it in variable say VAR_EPT_ID.

nintex workflow examples sharepoint 2013
nintex workflow examples sharepoint 2013

/ReadEnterpriseProjectTypeListResult/diffgr:diffgram/defaultNS:WorkflowDataSet/defaultNS:EnterpriseProjectType[defaultNS:ENTERPRISE_PROJECT_TYPE_NAME=”{WorkflowVariable:SelectedEPTName}”]/defaultNS:ENTERPRISE_PROJECT_PLAN_TEMPLATE_UID

Note: The above Query will get the respected Enterprise Project Plan Template Id and store it in variable say VAR_PLAN_ID.

Step-5: Now Invoke the CreateProjectFromTemplate by calling “Webservice” Weburl/_vti_bin/PSI/Project.asmx?wsdl.

Note: While calling this method it asks for 2 Parameters:

  • Project Name: Place the Variable which contains the Project Name which we have got in the 1st Step.
  • TemplateUid: Place the Variable which contains the Plan Template ID which we got in 4th Step (VAR_PLAN_ID ).
create project site using nintex workflow 2013
create project site using nintex workflow 2013

Step-6: Now we have to get the Project ID which got created in the above step so we could Publish it. For this, we can Parse the XML Result obtained from the above step.

nintex workflow sharepoint 2013 examples
nintex workflow sharepoint 2013 examples

Step-7: Now we have got the Project Id which is stored in a Variable.

Step-8: Now we need to Publish it by Invoking the Queue Publish method present in Weburl/_vti_bin/PSI/Project.asmx?wsdl.

create site using nintex workflow
create site using nintex workflow




Note: Queue Publish method asks for 4 inputs -:

  • jobUid: Insert Inline Function fn-NewGuid() .
  • ProjectUid: Place the Workflow Variable which had stored the Created project id (which is done in Step 7)
  • fullPublish: true.
  • WssURL: leave it empty.

Note: With this, we have completed our 1st part of creating the Project Site but here we won’t get our prerequisite Site Workspace.

Note: The Project Site which we Created has the Project Plan which we wished for.

Note: Now we have to Update EPT.

Updating the Project Site with Specified EPT Type to get the prerequisite Site and Plan:

Step-1: First we have to Check Out the Project which was Created and Published before.

create project site using nintex workflow
create project site using nintex workflow

Note: Here we have to invoke the method CheckOutProject by calling the “Webservice” Weburl/_vti_bin/PSI/Project.asmx?wsdl.
Note: It asks for 3 inputs:

  • projectUid: Place the Workflow Variable which had stored the Created project id (which is done in Step 7).
  • sessionUid: Insert Inline Function fn-NewGuid() .
  • sessionDescription: leave it empty.

Note: Now our project is Checked Out so that we can Update it with our EPT Id.

Step-2: We can Update the Project by invoking UpdateProjectWorkflow present in Weburl/_vti_bin/PSI/Workflow.asmx?wsdl.

nintex workflow sharepoint 2013 tutorial
nintex workflow sharepoint 2013 tutorial

Note: It asks for 2 inputs:

  • projectUid -: Place the Workflow Variable which had stored the Created project id (which is done in Step 7).
  • enterpriseProjectTypeUid -: Provide it by VAR_EPT_ID. Which was obtained in Step 4 (1st part)

Step-3: After Updating Project we need to Check-In which can be done by invoking the QueueCheckInProject which is present in Weburl/_vti_bin/PSI/Project.asmx?wsdl.

nintex workflow examples
nintex workflow examples

Note: It asks for 5 inputs:

  • jobUid : Insert Inline Function fn-NewGuid().
  • projectUid -: Place the Workflow Variable which had stored the Created project id (which is done in Step 7).
  • force -: Make it true
  • sessionUid -:Insert Inline Function fn-NewGuid().
  • SessionDescription -: Can be left as blank.

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Hope this SharePoint Nintex tutorial helps to create a Project Site Using Nintex Workflows 2013 based on an Enterprise Project Type in SharePoint 2013.

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