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1. 

   NancyCentury
   Member

   There are two sthings I need to know ASAP- they are listed at hte bottom of the post- but here are the details:

   The goal is to have project data for a group of projects displayed on its own web part page without requiring the user to manually go in and create the page and link it back the project list. (We are not allowed to load/use any of the Fab 40, BTW).

   I have a master list (Projects List, using a content type built off the Issues list type) which will include a Y/N field called "Create page?"

   If "Create page?" = YES, can the "create item in list" action (??) create a page in a Document Libary ("Project Pages") in which I have only one content type- a web part page that will show that Project's information (all the web parts set up to filter by Project Name from that originating list).

   The template for the page I want to automate will contain 5-6 web parts surfacing data from associated lists (tasks, Issues, Documents etc.) which all include a lookup to the corresponding Project Name from that master Projects List which will serve as the field by which to filter the web parts' content.

   SO- ultimately, what I would LOVE to happen is this:

   A project is added to the Projects List, and when all its data is complete on that list and all the associated lists, the "create page"?" field value is changed to YES.
   • That modification triggers a new page to be created in my Project Pages library (using my template) that will "know" it's supposed to filter all the web parts to only show the items, documents etc. where Project name = the project name in the original item on the master list.

   THEREFORE:
   1) Using NO custom code, how do I create/save as CT the web part page template pre-configured with my filtered web parts, and

   2) Can SPD workflow automate creation of a page using that template via non-custom SPD workflow actions?

   I am NOT a developer, don't have access to one and cannot buy any 3rd party solution OR install a free one from CodePlex etc. My hands are pretty much tied to what's available for me in SPD.

   Thank you!!

   Posted 2 days ago #
2. 

   AutoSponge
   Administrator

   I think what you're trying to do is possible but I don't think your strategy will work OOB.

   Instead of creating separate pages, can you create one page with the appropriate web parts that loads all project data but filters based on the project? That way, all you need are the lists of project data and a single page. When you click a link to the page it will pass the project ID in the URL and filter the web parts on the template.

   This is "advanced" SPD stuff, but it's a no-code solution.

   Posted 7 hours ago #
3. 

   NancyCentury
   Member

   It's funny... afterposting, I thought more about this later and concluded I was going at the wrong way. I spent several hours trying to do (sort of) what you described but could not achieve it... which filter web part should I be using? I have had very limited success so far using filters. Can you tell me what you would propose? I can give it a shot.

   Posted 7 hours ago #

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