Stump the Panel

SharePoint Q&A

Stump the Panel » End Users and Information Workers

1. 

   SharePointCurious
   Member

   Today's challenge: trying to roll up multiple task lists into a single view.

   I've created the task lists using consistent metadata--but what next?

   Google and sundry blogs have given me a dim notion that the idea is to use the Content Query Webpart and possibly Content Types, but it would be mighty helpful to have a step-by-step guide to doing this for this specific task, as thus far the best I've been able to do is to get a view of single set of list items with no metadata.

   I've seen Bamboo's list rollup web part (http://store.bamboosolutions.com/ps-32-5-list-rollup-web-part-release-20.aspx) -- $600, but is that the best way to go?

   N.b. I've got SharePoint Designer and limited chops thus far in using it.

   Thanks, gang.

   Posted 9 months ago #
2. 

   AutoSponge
   Administrator

   This is the article and video that got me started:
   http://msdn.microsoft.com/en-us/library/bb897399.aspx

   Since you've already created Task lists, they will all use the Task Content Type (or children thereof). To help you determine what data you need (especially if you extended the schema of Task), I blogged a tip that outputs all parameters available to the web part (before adding custom fields):
   http://autosponge.spaces.live.com/blog/cns!D7F85948C20F0293!372.entry

   Post back here if you get stuck.

   Posted 9 months ago #
3. 

   SharePointCurious
   Member

   Following these guides, I thought I would start with modifying the CQWP to display data from multiple columns in a single task list, and then work up to the understanding content types and pulling from multiple task lists.

   I was able to export the webpart satisfactorily. Just to dip my toe in the water, I tried changing the code of the CommonViewFields part as follows:

   <property name="CommonViewFields" type="string">Priority, Choice;</property>

   ...where Priority is one of the columns in my task lists, and Choice is the type of field.

   I imported the webpart to the SharePoint page and saw no change in the data displayed--what'm I missing?

   (BTW, poking around the web, I'm wondering if this is CQWP is the right tool for the job, since all the modified versions I've seen show data in paragraph format, whereas what I'm looking to do is have columns. I.e. I want what looks to the user like a single task list, but on the backend is an aggregation of multiple such lists.)

   Posted 9 months ago #
4. 

   AutoSponge
   Administrator

   Try it without the datatype first. If you keep the datatype, there can't be any spaces between that comma and the next word.

   Because you're using TASK in all of these lists, you will end up pulling something from several lists if you keep the Query radio button set to the whole site. However, if you did not use content type settings to extend Task or create a child type, any custom columns may not be seen.

   Posted 9 months ago #

RSS feed for this topic

Reply

You must log in to post.