Aggregating task items using object model provider

This walkthrough demonstrates how to configure the Lightning Conductor App Part, to rollup not completed task items, assigned to the person viewing the page, across the current collection using the Object Model rollup engine provider as shown in the following screenshot.

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This walkthrough demonstrates the following tasks:

• Selecting the object model rollup engine provider.
  
  
• Limiting the App Part to display only task items.
  
  
• Select the columns you wish to display in the App Part and filter to display only tasks assigned to the person viewing the page.
  
  
• Configure how you wish to display the data from the task columns.
  

Prerequisites

You need the following components to complete this walkthrough:

• An Office 365™ tenant.
  
  
• Lightning Conductor app.

If you have not already done so, complete the following steps:

1. Add the Lightning Conductor app to your site.
   
   
2. Add the Lightning Conductor App Part to a page.

Requirements

The Lightning Conductor App Part should be configured to:

1. Display only task items that are not completed in the current site collection and are assigned to the person displaying the page.
   
   
2. The columns to be displayed are (in order): Task Name, Assigned To, Task Status, Priority, Due Date and % Complete
   
   
3. Task items are ordered to display those tasks that are not completed with the due date is the oldest is listed first. Where the due date is the same for more than one task item, they should be listed in % Completed order, where the task item which is least completed appears first.
   
   
4. Task items are grouped by Priority, with (1) High priority task items displayed first.
   
   
5. The values in the % Complete column should be aligned to the right.
   
   
6. Any task whose due date has passed, all values in the entire task item row should have a font color of red.
   
   
7. The Task Name column should be linked to the task item’s property page.
   
   
8. No more than 30 task items should be displayed in the App Part.
   

Select the Object Model Rollup Engine Provider

1. From the Actions menu, select either Configure Lightning Conductor, or if you have enabled multiple views, select Configure view.
   
   
   
   The Configure Lightning Conductor App dialog is displayed.
   
   
2. On the App Part tab, in the Configure Data Source Provider section, select Object Module Rollup Engine Provider, if not already selected.
   
   

Return task items

1. Click the Data Source tab.
   
   
2. From the Rollup Source list, select Show items from current site collection.
   
   
3. In the List/Item Types section, select Tasks in the List Type list.
   
   

Select Columns to display and filter to show only my task items

1. Click the Columns tab.
   
   
2. Click the check boxes to the left of the following columns:
   
   

• Task Name
  
  
• Assigned To
  
  
• Task Status
  
  
• Priority
  
  
• Due Date
  
  
• % Complete

Drag and drop so the columns are in the order of the above list.

To the right of the Task Status column, click the filtering icon , to display the Filtering Configuration dialog.

Under Add new filter condition:

• 
  
  

In the second list box, select <>.

In the third list box, select Completed.

Click the green plus icon .



Click Save to save your filtering configurations and close the Filtering Configuration dialog.

To the right of the Assigned To column, click the filtering icon , to display the Filtering Configuration dialog.

Under Add new filter condition:

• 
  
  

In second list box, select Includes Member.

Select the check box to the left of Me.

Click the green plus icon .

Under Add new filter condition:

• 
  
  

In the first list box, select Or.

In the second list box, select =, if not already selected.

Select the check box to the left of Me.

Click the green plus icon .



Click Save to save your filtering configurations and close the Filtering Configuration dialog.

To the right of Due Date, in the Sorting list, select Ascending.

To the right of % Complete, in the Sorting list, select Descending.

In the Sorting Order section ensure that the order of the sorting columns is Due Date, % Complete.

Your Columns tab should look similar to the following screenshot.

Format column data

1. Click the Display tab.
   
   
2. In the Display Format column, format the following columns:
   
   

• Assigned To, select User Page.
  
  
• Due Date, select Short Date.
  
  
• % Complete, select Percent.

Click the Formatting icon for the Due Date column to display the Configure Conditional Formatting dialog.

• 
  
  

Select Apply to Entire Row.

In the Fore Color text box, type, FF0000.

In the list, to the right of Due Date, select the operation <=, and select the check box to the right of Today.



Click Save to close the dialog.

Click the Formatting icon for the % Complete column to display the Configure Conditional Formatting dialog.

• 
  
  

In the Align list, select Right.

In the list, to the right of % Complete, select the operation Is Not Null.



Click Save to close the dialog.

Select the Group By check box to the right of the Priority column.

In the Grouping and Linking section, from the Linked column list, select Task Name.

In the Page Configuration section, type 30 in the Records per page text box.

The Display tab should look similar to the following screenshot.



Click Save to close the Configure Lightning Conductor App dialog. This completes the configuration of the Lightning Conductor App Part.

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