SharePoint workflow
Check out a document from a workflow in SharePoint 2010
Suppose you have a SharePoint Document Center site of which the Document ID Service has been enabled on the site collection to which the Document Center site belongs. This means that each document on the site can be uniquely identified by a Document ID, no matter where the document is located. Suppose now that you want to create a SharePoint Designer ...
How to create a List Workflow in SharePoint Designer 2010
SharePoint Designer 2010 List Workflows are the same types of workflows that you created when using SharePoint Designer 2007. SharePoint Designer 2010 List Workflows are always bound to one particular list and cannot be reused across SharePoint lists. You can read more about the difference between the types of workflows in SharePoint Designer 2010.
Construct a date from strings in a SharePoint Designer 2010 workflow
You have a string that contains a date and a string that contains a time and you want to be able to construct a valid date from these two strings using a SharePoint Designer workflow. Constructing a date from strings involves two things: Concatenating string values to form a valid date. Converting the resulting date string into a date type. You can use ...
Define workflow variables in SharePoint Designer 2010
You can see a workflow variable as a storage container inside a SharePoint Designer workflow. Workflow variables in SharePoint Designer allow you to temporarily store data or the result of a calculation at one stage in the workflow so that you can retrieve and use this information later on elsewhere in the workflow. There are two ways to create workflow variables ...
Set the current time using a SharePoint Designer 2010 workflow
Problem You have a SharePoint list that contains a text field named CurrentTime in which you want to save the current time (without the date) by using a SharePoint Designer 2010 workflow. Solution You can retrieve the current date and time from the workflow context and then use this to return the time as a short time. Discussion To use a SharePoint Designer workflow ...
Add a button to the Ribbon to start a workflow in SharePoint 2010
SharePoint 2010 lists and libraries customization tools include the ability to add a new Quick Step to the Ribbon. A Quick Step allows you to select an item in a SharePoint list or library and then with the click of a button initiate a SharePoint Designer workflow on the selected item.
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 ...
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 ...
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 ...
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 ...
Debugging Visual Studio 2005 workflows for SharePoint
If you're developing a SharePoint workflow in Visual Studio 2005 on the same machine where SharePoint is running, debugging the workflow is a 5-step process: Deploy your workflow to SharePoint. Set breakpoints in your workflow code. Set the Visual Studio debugger to attach to Workflow code. Attach the Visual Studio debugger to the w3wp.exe process for the SharePoint server to which the workflow has ...
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 ...
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 ...
Visual Studio workflow: Copy a document from one SharePoint document library to another
Workflow description This article demonstrates how you can create a Visual Studio workflow that can be manually started on a document in a SharePoint document library to copy that document to another document library on the same or another SharePoint site. Creating the custom SharePoint workflow In SharePoint, create 2 document libraries: One to copy documents from and another one to store the copied documents ...
How to create custom Visual Studio 2005 workflows for WSS 3 or Office SharePoint Server 2007
Software required to create Visual Studio workflows for SharePoint Before you can start to create custom Visual Studio 2005 workflows that can run on a SharePoint server, you must install the following software: Windows Server 2003 (a server you can develop on) SQL Server 2005 (as a prerequisite for WSS 3.0) Windows SharePoint Services 3.0 Visual Studio 2005 Microsoft .NET Framework 3.0 Visual Studio 2005 Extensions for ...
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 ...
How to enable a Visual Studio workflow on SharePoint and attach it to a document library
Before you can use a Visual Studio workflow on a list, library, or content type in SharePoint, the workflow's feature must have been installed and activated on a SharePoint site. Checking whether a workflow has been installed and activated To check whether a workflow has been installed and activated: On the Site Actions menu of the root site of a SharePoint site collection, ...
How to manually deploy a Visual Studio 2005 workflow to SharePoint
Steps for deploying a Visual Studio workflow to SharePoint Once you have created a Visual Studio workflow for SharePoint, you'll have to deploy it to SharePoint before you can attach it to a list or library. Deploying a Visual Studio workflow to SharePoint is a 3-step process: Install the DLL for your workflow into the Global Assembly Cache (GAC). Create the feature.xml and workflow.xml ...
Adding a three-state workflow to a content type in SharePoint
Introduction A content type in SharePoint can be seen as a document type in document management. The main benefit of using content types in SharePoint is that content types enable you to store different types of documents in one document library. In a previous article I showed you how to add a three-state workflow to a document library, but you can also add workflows to content types. Why add ...
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 ...
How to set up a three-state workflow on a SharePoint document library
About setting up a 3-state workflow in WSS 3.0 A three-state workflow can be used to track documents in a SharePoint document library by using 3 different states. Setting up a three-state workflow on a SharePoint document library is a 2-step process. You must: Create a Choice column or use an existing Choice column on the document library. Add a three-state workflow to the document library. 1. ...
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 ...