SharePoint Designer 2007 workflows
How to use the Update List Item action in a SharePoint Designer workflow
The main goal of the Update List Item action in a SharePoint Designer workflow is to update the values of fields of one item that is located in a SharePoint list or a SharePoint document library. When you add an Update List Item action to a SharePoint Designer workflow the following phrase appears: Update item in this list And when you click on ...
Format a date in a SharePoint workflow using a SharePoint formula
You can use a custom SharePoint Designer action to format a date in a workflow, but if you do not want to or cannot write code, you can also use a SharePoint Calculated column to format a date in the same SharePoint list a workflow is running on or in another SharePoint list. But whichever method you choose, you will have ...
Use a calculated field and two dependent workflows in SharePoint to format a date
Before you begin, you must know how to create a SharePoint Designer 2007 workflow. In this SharePoint Designer 2007 workflow demo you saw... How to define a formula on a SharePoint list column to format a date using workflows. How to create a SharePoint list item from within a SharePoint Designer workflow. How to set the value of fields in a SharePoint list item ...
Format a date in a SharePoint Designer workflow using a custom action
As you may already know, SharePoint Designer 2007 does not offer an out-of-the-box workflow action to be able to format dates. However, you can follow the instructions given in Building Custom Activities for Use in SharePoint Designer 2007 to create a custom workflow action that can be used in SharePoint Designer 2007 to format dates. Create the Workflow Activity Library project In ...
Custom SharePoint Designer workflow activity to format dates
Before you begin, you must know how to create a SharePoint Designer 2007 workflow. In this SharePoint Designer 2007 workflow video you saw... How to use a custom activity in SharePoint Designer to format a date. How to look up and use a variable in a SharePoint Designer workflow. How to set the value of a field in the SharePoint list item that a ...
Get a SharePoint list item GUID using a SharePoint Designer workflow
GUIDs are the next best thing after IDs for being able to uniquely identify SharePoint list items, so you could use a GUID instead of an ID to look up a SharePoint list item. There are two occasions on which you might want to get the value of a GUID of a SharePoint list item in a SharePoint Designer workflow: If you ...
Get the GUID of a new SharePoint list item created in a SharePoint Designer workflow
Before you begin, you must know how to create a SharePoint Designer 2007 workflow. In this SharePoint Designer 2007 workflow video you learned... How to create a new SharePoint list item in a SharePoint Designer workflow and store the ID of the list item in a workflow variable. How to look up the GUID of a SharePoint list item that was created in ...
Retrieve the GUID of the Current Item in a SharePoint Designer workflow
Before you begin, you must know how to create a SharePoint Designer 2007 workflow. In this SharePoint Designer 2007 workflow video you learned... How to look up the GUID of the Current Item in a SharePoint Designer workflow. How to add and use the Log to History List action for debugging purposes.
How to send an email alert containing a link to a SharePoint list item
SharePoint email alert scenario You have a SharePoint Tasks list in which new tasks are periodically created. You want to be able to send an email to the person assigned to the task and have the email contain a link to the task so that the assignee can easily click and open the task in SharePoint. Send an email message with a ...
Define an email message with a link for a new Task list item in SharePoint Designer
In this SharePoint Designer 2007 workflow video you learned... How to add and use the Send an Email action. How to define and configure an email message in a SharePoint Designer workflow. How to look up data in a SharePoint workflow when defining an email message. How to add a link to a SharePoint list item in the body of an email message of ...
Set the approval status of a SharePoint list item using a SharePoint Designer workflow
In this SharePoint Designer 2007 workflow video you learned... How to create a new SharePoint Designer 2007 workflow. How to add a Condition to compare a field to a value. How to add a workflow step. How to create a conditional branch. How to add and use a Set Field in Current Item action. How to add and use an Assign a To-do Item action. How to ...
Using a GUID to look up a SharePoint list item instead of an ID
Introduction I've previously written about the basics of defining a workflow lookup in SharePoint Designer. In that article, I also mentioned that you have to ensure that you use either a SharePoint list item ID or GUID to ensure that the item can be found. In this article, I'll create a sample workflow - actually 2 workflows - to demonstrate how you ...
Create a document review workflow in SharePoint Designer 2007
In this SharePoint Designer 2007 workflow video you learned... How to create a document review workflow in SharePoint Designer 2007. How to create a new SharePoint Designer 2007 workflow. How to attach a SharePoint Designer 2007 workflow to a SharePoint document library. How to use the Collect Data from a User workflow action. How to assign the users who should input data to the SharePoint ...
Using the Log to History List SharePoint workflow action for debugging
Introduction You can use the Log to History List SharePoint Designer workflow action to write messages to the workflow history list during the lifetime of a workflow. These messages can serve as a way to report the status of the workflow back to the user. You can also use the Log to History List SharePoint Designer workflow action to debug a SharePoint ...
How do SharePoint workflows and SharePoint event handlers differ?
Introduction A SharePoint event handler or event receiver is a piece of code that runs when an event, such as the adding, deleting, or changing of a SharePoint list item or document, takes place. They react to changes just like a SharePoint workflow can react to those same changes made to an item. SharePoint event handlers vs. SharePoint workflows The main differences between ...
SharePoint Designer workflow: Create a new document based on a content type
Scenario You want to use a SharePoint Designer workflow to create a Word, Excel, or any other type of document that is based on a document template that was added as a content type to a SharePoint document library. Solution You can use the Create List Item action in a SharePoint Designer workflow to create a new document that is based on a ...
Understanding the Define Workflow Lookup dialog in SharePoint Designer
Introduction You can use the Define Workflow Lookup dialog box in a SharePoint Designer workflow to look up data in: The current item the workflow is running on. A variable that is stored within the current workflow. A SharePoint list or library on the same site the workflow is running on. The Define Workflow Lookup dialog box displays one or two sections depending on the ...
4 Ways to set a date value in a SharePoint Designer workflow
The values of dates in SharePoint Designer workflows can be static or dynamic, that is, you can set them to be a specific date (static), or you can calculate them or set them to the value of other date fields (dynamic). You have 4 options when it comes to setting the value of a date field in a SharePoint Designer ...
SharePoint Designer workflow: Move a document from one library to another
Scenario You have a document on which you want to start a workflow that will move the document from one document library to another. Solution Moving a document using a SharePoint Designer workflow involves copying the document to the SharePoint document library you want to move the document to, and then deleting the document from the current document library it is in. You can ...
SharePoint Designer workflow: Allow users to enter an email address before running a workflow
Scenario You want to select a document in a SharePoint document library, start a workflow on this document, enter an email address, and then click to send an email to the recipient who is required to approve the document. Solution You can use an initiation form in a SharePoint Designer workflow to enter an email address (or any other data) before the workflow ...
How to perform date calculations and construct dynamic strings in a SharePoint Designer workflow
Scenario When you store a document in a SharePoint document library named DepartmentDocs, you want to create a new list item in a Tasks lists named ProjectTasks. The new list item should have the name of the document in its Title and the due date of the new list item should be set to 3 days after the date the document ...
How to create a custom SharePoint Designer 2007 workflow
Introduction to SharePoint Designer workflows If you want to know whether you should be using SharePoint Designer to design your workflows, you can read an article I previously wrote about when to choose a SharePoint Designer workflow and when an out-of-the-box SharePoint workflow or a custom Visual Studio workflow. Before you can create custom workflows in SharePoint Designer you must: Have access to ...
SharePoint Designer workflow: Send email when major versions of a document are checked-in
Scenario You want to be able to send an email to one or more users whenever a document is checked into a document library and a major version (e.g. version 1.0, 2.0, 3.0, etc.) is assigned to the document. Solution In SharePoint, ensure that versioning (major and minor versions) is enabled on the document library where the documents are stored. In SharePoint Designer, open the ...
Introduction to SharePoint workflows
Introduction As discussed in Defining and using workflows (BPM) in EDM, workflows are generally used in document management as processes to route electronic documents between people, departments, companies, or systems. The 2 base types of workflow There are two types of workflow: Collaborative processes Transactional processes Collaborative processes are driven by people and consist of an unknown number of steps. Examples of collaborative processes are: E-mail, ...
3 Ways to create workflows for WSS 3.0 and Office SharePoint 2007
Introduction Both in Windows SharePoint Server (WSS) 3.0 as Microsoft Office SharePoint Server (MOSS) 2007 you can either: Use out-of-the-box workflows, or Use SharePoint Designer 2007 to create custom workflows, or Use Visual Studio 2005 to create custom workflows Each method has its own advantages and disadvantages. Using out-of-the-box workflows I’ve previously discussed the standard out-of-the box workflows that are available in WSS and in MOSS. These workflows provide basic functionality ...
Defining and using workflows (BPM) in EDM
What is workflow? The term workflow can be broken down into two parts: Work = An activity towards the production or accomplishment of something, i.e., a goal. Flow = A course of successive events taken to achieve a goal or an outcome. In Document Management, workflow is generally used as a process to route electronic documents between entities. Entities can be people, departments, companies, or systems. Workflow is sometimes also called ...