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Applies to:

  • Winshuttle Foundation

Set Column with Process Inheritance plugin properties

The Set Column with Process Inheritance plugin allows you to set values in a SharePoint list column that pertain to a particular process that is currently running.

In other words, this plugin steps through a chain of running processes and checks the parent/child relationship until the processes named in the plugin are found. Once located, the value in the SharePoint list column will be set.

When a form is published, a corresponding SharePoint list is created that includes columns based on form fields that have been exported as form library columns in Form Workflow sites. (Note that for Document Workflow sites, you must define custom SharePoint list columns.)

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Set Column with Process Inheritance example

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Example Scenario

  • Parent Process named NewMaterialSolution with a SharePoint column named ChildSolutionStatus
  • Child Process named MaterialExtensionSolution

Using the following values in the child process, this plugin can be used to update a SharePoint column in the parent process to a specific value:

  • Process name = ’NewMaterialSolution’
  • ChildSolutionStatus = ‘Complete’

Instead of setting a literal value (above), you can use variables to set the value:

  • Using a child SharePoint column: ChildSolutionStatus = [Status]
  • Using a child form field: ChildSolutionStatus = [/my:myFields/my:Status]

Set Column with Process Inheritance tips and best practices

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  • Often a Wait for Child Process loop is used in the parent process until the child is done (Status = ’Complete’ for example) . This enables the Child process to effectively tell the Parent process that it has completed.

Set Column with Process Inheritance parameters table

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Value

Description

process name

The name of the parent or child process that contains the SharePoint column/field you want to set.