Project workspace - Green dot configure

[eyal abu hamad]

Hey, where can I configure the green dot of the project in project workspace

and dose this work ?

[Dr Atul G- LNG]

Hi @eyal abu hamad 

I'm not 100% sure, but I think this represents the project status, and the color changes based on open/closed project tasks and other activities. What do you want to modify?

[eyal abu hamad]

I want to know how it works OOTB and how to configure it if necessary 

[Dr Atul G- LNG]

https://www.servicenow.com/community/spm-forum/project-status-color-is-auto-calculated/m-p/990539

https://www.servicenow.com/docs/bundle/yokohama-it-business-management/page/product/project-manageme...

[Murtaza Saify]

1. Understanding the Green Dot

• The green dot appears next to the active project in the Project Workspace.

• Only one project can be active at a time for a user.

• The active project is stored in the user's session.

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2. Setting the Active Project

The green dot is automatically set when a user selects a project. Here’s how it works:

Manual Selection:

1. Navigate to Project Workspace.

2. Click on a project from the list.

3. The selected project becomes the active project, and the green dot appears next to it.

Automatic Selection:

• If a user navigates to a project-specific task or record, the system automatically sets that project as the active project.

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3. Configuring the Green Dot

The green dot is controlled by the Project Workspace widget and the underlying logic in the Project Management application. Here’s how to customize it:

a. Modify the Project Workspace Widget:

1. Navigate to Service Portal > Widgets.

2. Search for the Project Workspace widget (e.g., project_workspace).

3. Open the widget and edit its Client Script or HTML Template to customize the green dot behavior or appearance.

   Example: Change the green dot to a different color or icon:

   html

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   <span ng-if="project.isActive" style="color: blue;">●</span>

   Run HTML

b. Customize the Active Project Logic:

1. Navigate to System Definition > Script Includes.

2. Search for scripts related to Project Management (e.g., ProjectWorkspaceClientScript).

3. Modify the logic that sets the active project.

   Example: Override the default behavior to set a different project as active:

   javascript

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   function setActiveProject(projectId) {
     g_user.setPreference('active_project', projectId);
   }

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4. Troubleshooting the Green Dot

If the green dot is not appearing or behaving as expected:

• Check User Preferences: The active project is stored in the user’s preferences. Navigate to System Security > Users > [User Record] > Preferences and look for the active_project preference.

• Check Widget Configuration: Ensure the Project Workspace widget is correctly configured and not overridden by a custom widget.

• Check Scripts: Verify that no custom scripts are interfering with the active project logic.

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5. Advanced Customization

If you need to programmatically set the active project:

1. Use the GlideUser API to set the active project preference:

   javascript

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   g_user.setPreference('active_project', 'sys_id_of_project');

2. Use a Business Rule or Client Script to automatically set the active project based on certain conditions (e.g., when a task is opened).