June: SharePoint Workflow

Immatura Workflow Activation — A Non-medica Solutio

UPDATE: Hoc MSDN disputatione, maxime ultimum introitu: http://forums.microsoft.com/MSDN/showpost.aspx?postid=2631057&siteid=1. It describes a condition that may short circuit this whole thing. In short, simplex sit amet agros facere saltem.

Mihi documentum bibliotheca sustinet octo contentus genera.

I have a SharePoint Designer workflow that wants to calculate and assign a "reminder date" simpliciter per subtractionem 30 ex diebus alterius columnae, "due date". This should only happen for one of the content types, "Insurance". The business objective is to produce a KPI that shows two categories of insurance documents: "about to expire" and "expired." (Vos can lego magis ac magis substantialem EXERCITATIO-descendit de huiusmodi KPI hic).

I have configured the workflow to fire when a new item is created and when an item is modified. The idea is that when an insurance document is uploaded, we calculate a "warning date" based on the expiration date. A pair of views work in connection with a KPI List to highlight these conditions when users hit their home page.

Hoc ipsum non operari cum upload documento.

I upload the document and I am presented with the meta data entry screen. Ad hoc, I’m already in trouble. SharePoint has already, praepropere a prospectu, fired the workflow. I haven’t had a chance to pick the correct content type nor assign a due date. Simul, the workflow does not fire when I hit the submit button at this time. There’s some built-in logic that "believes" that first submit is part of the "create" event. Ita … et accensus est workflow meum cum supplicio, it was passed default meta data values.

The best work-around I know of is to insert a "pause until" activity in the workflow. I have the workflow pause for 1 minute. While it’s pausing, Ego recta Eligunt content type, enter the meta data and submit. The pause completes and the workflow proceeds as needed. (Nota quod in environment, timer workflow activities from SPD do not work out of the box. You may have the same trouble. Videte hic pro more details).

I don’t like "magic delay" work-around. What happens if the user uploads a document and the phone rings and the ensuing conversation outlasts the pause? I can make the pause longer, sed adhuc non placet.

Scripsi hoc in forums hic MSDN: http://forums.microsoft.com/MSDN/ShowPost.aspx?PostID=2430725&SiteID=1

Vivos et Simplex: Mittere email cum immersa Hyperlink a SharePoint amet workflow

Semel vel bis mensis, aliquis postes a forum quaestio: "Quomodo includit hyperlinks ad URL scriptor quod sunt clickable a SharePoint amet email?"

Obtulit sine comment: (bene, actu est plura post imaginem):

imaginem

Becky Isserman sequitur cum a benevolens explicatione in quam ad Embed a link ad item in in email: http://www.sharepointblogs.com/mosslover/archive/2007/11/20/addition-to-paul-galvin-s-post-about-sending-an-e-mail-with-hyperlinks-in-spd.aspx

Vivos et Simplex: Enable SharePoint Designer workflow ad update in forma InfoPath

Missionem: I have an InfoPath form that front-ends a workflow process implemented using SharePoint Designer. At one point, a manager must approve the form. Since I cannot count on workflow history to meet my auditing requirements, Statuo mea absconderis auditing verbum immediate per ipsam formam;.

Overview:

Design the form and publish it as a content type and the form itself to a document library. Mark desired form fields as being updateable from MOSS. The form is tied to the content type and the content type is "attached" to a forms library (or many, if you want). Write a workflow that updates the field.

Specific Steps:

  1. Create a document library. This will hold your InfoPath template.
  2. Create a forms library.
  3. Create the InfoPath form. Include a text field, "Audit Message".
  4. Publish the form as a content type (NOT a document).
  5. While filling out the publishing dialogs:
    a) Save the .xsn file to the document library (step #1).
    b) Publish the "Audit Message" field and mark true: "Allow users to edit data in this field by using a datasheet or properties page".
    c) Create a new content type and give it an appropriate name.
  6. Access the forms library.
    a) Go to its advanced settings and enable the forms library to manage content types.
    b) Select the newly created content type (5c above). It will be grouped under "Microsoft InfoPath" (or similar).
    c) Remove the default "Form" content type from the library.
    d) Mark the library to "show as web page" so that the form will launch from SharePoint and not the InfoPath workstation client.
  7. Go back to the forms library proper and click "New" to simply verify that the form is posted correctly and acting as you want.
  8. Fire up SharePoint Designer and navigate to the site that hosts your form library (from step 2).
  9. Create a new workflow attached to the forms library.
  10. Add a single action "Set Field in Current Item". You should expect SharePoint Designer to list your your field, "Audit Message". Assign it a value.
  11. Click Finish and go back to the form library.
  12. Create a new form and put some test value into the "Audit Message" agrum.
  13. Save it and go back to the form library.
  14. Right-click, select "Workflow" and start up your workflow.
  15. It should run almost immediately. Pull up the form (from step 12) and if all has gone to plan, "Audit Message" has been assigned whatever value you provided in step 10.

Notes:

Not all controls may configured for this bi-directional communication. Verbigratia, it does not seem to implement an SPD workflow that modifies text fields wrapped inside repeating sections.

One of the key take-away’s here is that we’ve really created a content type with an associated template. This also enables us to store multiple InfoPath form templates in the same form library.

This requires forms server. It’s most certainly not going to work in a WSS 3.0 environment and probably even requires an Enterprise SharePoint environment.

SharePoint amet — Consuetudo definitur actio facere user-C # functiones

UPDATE: Hoc dimissum est hic CodePlex: http://www.codeplex.com/spdwfextensions

UPDATE: Vide hic in notis tardus remissionis: http://paulgalvin.spaces.live.com/blog/cns!1CC1EDB3DAA9B8AA!381.entry

UPDATE: Hic meo cogitationes in commercializing hoc project: http://paulgalvin.spaces.live.com/blog/cns!1CC1EDB3DAA9B8AA!569.entry

This project provides a custom activity in SharePoint Designer. Use this custom activity to invoke (confodiantur) any C# function that you incorporated into the linked assembly.

Ut nuper October, 2007, this is just an initial version of the project. I plan to expand it with a number of additional functions, possidet substring, Index, restituo, invoking web services and anything that seems useful or interesting. I also plan to post this to codeplex once I have my act together on that front. This will also be deployable as a solution at some point.

Si vos have ullus ineo, vel quaestiones proponentibus, mihi comments in eis placere relinquere an email.

Disclaimer:

I make absolutely no claims as to the suitability of this for any purpose. Use at your own risk.

Gradibus instruitur (Quisque in agro sequi WFE):

1. Download. Zip et eruere,.

2. Install the .dll into the GAC. I usually open c:\fenestrae collectam usura Fenestra Rimor et non rescribatur.

3. Abilitates web.config adicere coetus ad imperium securum:

<System.Workflow.ComponentModel.WorkflowCompiler>
<authorizedTypes>

<authorizedType Assembly="SpdGenericInterface, Version = 1.0.0.0, Culturae = neutra, PublicKeyToken = abe076fd8125f3c4" Namespace="Nivlag" TypeName="*" Authorized="True" />

4. Copy "SpdGenericInterface.actions" C:\Progressio Lima Commune Lima Microsoft Communes meaning Maecenas lobortis XII Template MXXXIII workflow

Nota quod situm superius specificum anglicus Linguam installations.

5. Excogitatoris SharePoint Close (si suus 'iam patefacio).

6. iisreset

7. SPD et aperire novum workflow.

Si omnes bene, Retribuetur enim tibi novo genere actionis:

imaginem

Notes:

Videte hic (http://blogs.msdn.com/sharepointdesigner/archive/2007/03/15/adding-activities-to-spd.aspx) pro ingenti overview of processus partum, Vestibulum et installing solutio huiusmodi.

In. Zip ordinatur directe ad vos can extraho:\ drive. If you do this, et omne consilium tui vias suas aperire futurum.

Uti hoc in Visual Bulla, you probably need to install "Extensions for Windows WF".

The initial upload contains just one "dispatcher function", "ToLower()". To add more functionality, adde Facite ostenditur ratione,:

 protegetur dominari ActivityExecutionStatus
          Fáciant(ActivityExecutionContext executionContext)
        {

            filum functionToDispatch;
            functionToDispatch = hoc.DispatchFunction.ToLower();

            switch (functionToDispatch)
            {
                casum "tolower()":
                    {
                        hoc.OutResult1 = hoc.InParam1.ToLower();
                        diruam;
                    }

                defaltam:
                    {
                        hoc.OutResult1 = "Unknown function: [" + hoc.DispatchFunction + "].";
                        diruam;
                    }
            }

            revertetur ActivityExecutionStatus.Concluserat;
        } // ActivityExecutionStatus

    }

Igitur, re-build the project and copy the assembly to the GAC. I expect an iisreset would be required.

SPD workflow consuetudinem actione – impetro <WorkflowInfo> tag ius ad vitare uanitate

Part of the process for creating a custom action for SharePoint Designer involves create a ".actions" file.

Ive et inhiberet specimen Template quam ut satus off:

<?XML version="1.0" Encoding="utf-VIII" ?>
<
WorkflowInfo xmlns="http://schemas.microsoft.com / sharepoint /">
<
Actiones Sequential="igitur" PARALLELOS="et">

Autem, that xmlns attribute prevents my environment from working. My actions don’t show up in SPD.

Solutio est ut spoliaretis ex attributo xmlns, do an iisreset and close/re-open SPD.

SharePoint amet, “Colligere Data a User” et usura illis consequitur.

Use the "Collect Data from User" action to create and assign a task to a user that prompts them for data. Among other things, Ive 'adsuesco assuesco is moveatur a user postulatio approbare vel respuere, et intrant aliquam comments.

Hoc actio fit per modum:

Collect Notitia ex Hic usor (Output INCERTUS: collect1)

Clicking Notitia ubi alternis sermonibus boxes quod dat speciem trahit series et user notitia, cum daret et munus expletum Hic usor Patet.

Pars output (INCERTUS: collect1) saves the ID of the task. You use this in your workflow to extract the user’s actual response via the "Compare any data source" condition.

Quod ostendit condicionis

Si agrum Pares valor

Click agrum et tunc F(x) icon and it pulls up another dialog box. Use this generalized dialog box to to tell SPD two things;

1. What is the list and column whose value you want to compare.

2. Quomodo workflow engine locant speciei in hoc versu album?

Hoc facere:

  1. Change the "Source" dropdown to point at the correct task list. Note that the dialog box expands to show a "Find the List Item" sectio.
  2. Details Lookup in agro tellus, lego nomen agrum placet, quorum valor (Maps ad hoc quod in collecta dicitur notitia alternis buxum desursum).
  3. In the "Find the List Item" sectio, select "Tasks:ID" in Agro tellus.
  4. In pretio agri, click in F(x). This opens yet another dialog box.
  5. Change the source "Workflow Data"
  6. Select the workflow variable that matches to the "Output to Variable" Colligere notitia ab actione.
  7. Click OK / 'perfectus quod vos OK.

Is vultus amo, hoc mihi:

imaginem

Ad hoc, Iam vos can utor quod in aestimatione tua, sicut requiritur workflow.

Nota addito:

Ut breviter declinavit, I always create an appropriately named workflow variable of type "List Item ID" and use that instead of the auto-generated "collect1".

This "compare any data source" alternis sermonibus posuit in pluribus locis dicitur in SPD et dominatus est puteus dignitas.

Finem ==

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