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 have a similar project life cycle.

– In a EPT we associate a Project Workspace(Site) and a Project Plan(i.e which maintains tasks , timesheets etc.).

– While creating a EPT we associate a Site Template(for Project Workspace) and a Plan Template(for Prject 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 prequisite 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:
1. Project Name: Place the Variable which contains the Project Name which we have got in the 1st Step.
2. 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 -:
1. jobUid : Insert Inline Function fn-NewGuid() .
2. ProjectUid : Place the Workflow Variable which had stored the Created project id (which is done in Step 7)
3. fullPublish: true .
4. WssURL : leave it empty .

Note : With this we have completed our 1st part of creating the Project Site but here we wont get our prequisite Site Workspace.
Note : The Project Site which we Cretaed has the Proejct Plan which we wished for.
Note : Now we have to Update EPT.

Updating the Project Site with Specified EPT Type to get the prequisite 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:
1. projectUid: Place the Workflow Variable which had stored the Created project id (which is done in Step 7) .
2. sessionUid: Insert Inline Function fn-NewGuid() .
3. 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:
1. projectUid -: Place the Workflow Variable which had stored the Created project id (which is done in Step 7).
2. 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:
1. jobUid : Insert Inline Function fn-NewGuid().
2. projectUid -: Place the Workflow Variable which had stored the Created project id (which is done in Step 7).
3. force -: Make it true
4. sessionUid -:Insert Inline Function fn-NewGuid().
5. SessionDescription -: Can be left as blank.

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