Managing project plan from a process task

ELMA offers a quick view and editing of the project plan from a process task form. To make these features available, go to ELMA Designer, open the Context of the required process and create Project (Project) and Project plan (Object) variables (fig.1). 

 Fig.1. ELMA Designer. Process page. Context tab

After that, open the Graphic Model tab and open the user task settings. In the settings window, open the Form (Context) tab and select the Form Builder form type and then click Create new form (fig.2).

Fig 2. ELMA Designer.  User task settings. Form (Context) tab. Creation of a new form.

In the opened window, enter the form name and click OK. The form builder window will open (fig.3).

Add the Project (Project) and Project plan (Object) variables to the form so that they are added to the user task in Web Application.

Fig.3. ELMA Designer. User task settings. Form (Context) tab. Creation of a new form

Then open the Project form element for editing. For that, left-click on the element of open the context menu and select Settings. In the settings window, open the Additional tab and click Add Script (fig. 4).

Fig.4. ELMA Designer. Project element settings

You will see a required field for entering the Script Name (fig.5).

Fig.5. ELMA Designer. Project element settings. Adding a script

Specify the script name and click OK. It will appear in the Handler of 'on change' event field in the Additional tab (fig.6).

Fig.6. ELMA Designer. Project element settings. Additional tab. Script creation.

 

To open Script Editor, click Go To.

In the editor, add the following namespace:

using EleWise.ELMA.Projects.Extensions;
using EleWise.ELMA.Projects.Models;

Script text:

public virtual void code (Context context, EleWise.ELMA.Model.Views.FormViewBuilder<Context> form)

Add: 

context.ProjectPlan = (ProjectPlan)(((IProject)context.Project).Plan());

Then click save in the top menu of ELMA Designer.

Go back to the task form settings and set up the Project Plan settings.

In Common tab of the settings window, you can select Read Only (fig.7).

Fig.7. ELMA Designer. Common tab of the settings window

After you have configured these settings and have saved and published the process, the task form in Web Application will display the current project plan version as a hyperlink and the project plan icon (fig. 8).

Fig.8. ELMA Web Application. Process task form

When a user clicks on the hyperlink, a view form opens (fig.9) that shows the project plan tasks, Gantt chart, and the project plan toolbar.

Fig.9. ELMA Web Application. Project plan view window

Also, it is possible to open the project plan page in a new browser tab by clicking on the  icon located on the left-hand side of the project plan name.

If you did not check the Read Only option in the settings (fig. 7), the user will see the  button that will open the project plan editing page in a new window.  It will open only if the user has corresponding access permissions.

On the task form in Web Application, the required project plan version will be selected upon selecting the corresponding project from the drop-down list (fig. 10).

Fig.10. Process task form