将少量自定义列表列添加到任务列表 [英] Add few custom list columns to task list

问题描述

大家好，

希望你做得很好。

我正在研究工作流程。有关联的任务列表和自定义列表。我需要从自定义列表到任务列表中获取一些列。我已经在使用"相关内容"列，但它给了我其他窗口上的所有列表项。我需要在显示任务列表项的同一视图中显示这些
列。

I am working on workflow. There is associated Task list and custom list. I need to get some columns from custom list to Task list. I am already using "Related content" column but it is giving me all list item on other window. I need to show these columns in the same view where task list items are showing.

自定义列表：

任务列表：

因此，我需要显示"客户名称/ SAP代码"。和"客户索赔号"。上面任务列表视图中的列。

So, I need to show "Customer Name/SAP Code" and "Customer Claim No." columns in above task list view.

提前致谢。

推荐答案

Hi Shinde，

Hi Shinde,

根据您的要求，您可以执行以下操作：

For your requirement, you can do as the followings:

1。使用SharePoint Designer 2013打开您的站点，并为列表创建SharePoint 2010平台工作流。

1. Open your site with SharePoint Designer 2013, and create a SharePoint 2010 platform workflow for your list.

2。点击"Approval（x）"在"开始批准程序"中操作，并在任务表单字段中，为"客户名称/ SAP代码"创建两个字段。和"客户索赔号"，如下所示：

2. Click "Approval(x)" at "Start Approval Process" action, and in Task Form Fields, create two fields for "Customer Name/SAP Code" and "Customer Claim No.", like the below:

3. 将工作流程发布到SharePoint网站。

3. Publish the workflow to SharePoint site.

4。转到SharePoint Designer中的工作流程设置页面，然后单击"Approval_xxx.xsn"和"Approval_xxx.xsn"。在"表格"下它将在InfoPath Designer中打开。

4. Go to the workflow settings page in SharePoint Designer and click the "Approval_xxx.xsn" under "Forms" and it will be opened in InfoPath Designer.

5。然后在InfoPath Designer中，单击"数据" - >"SharePoint列表"，并通过选择要显示的两个字段来创建与列表的连接，如下所示：

5. Then in InfoPath Designer, click Data->SharePoint List, and create a connection to your list by selecting the two fields that you want to show, like the below:

6。选择"客户索赔号"。在form-> Text Box属性 - > Value-> fx中，然后将值设置如下：

6. Select the "Customer Claim No." in the form->Text Box properties->Value->fx, then set the value as the below:

7。类似于"客户名称/ SAP代码"的第6步。

7. Similar Step 6 for "Customer Name/SAP Code".

8。完成上述更改后，保存模板并通过"快速发布"将其发布到工作流程。按钮。

8. After the above change, save the template and publish it to workflow via "Quick Publish" button.

9。发布工作流程。

结果是：

谢谢，

Wendy

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