Qeb Archives: SharePoint Workflow

Emailing ua hauj lwm nco txhua hnub // Looping hauv SharePoint Designer Workflow

Kuv thiaj sau tau ib tsab xov xwm ntxiv txog ob peb lub lis piam dhau los piav txog tej khoom tsim tau ib workflow SharePoint Designer uas xa ib tug neeg ua hauj lwm ceeb toom tug txhua hnub yuav ua li cas. Nws lawm luam tawm Thaum tus tshiab SharePoint Magazine kawm ntawv. Feem ntau, hauv tsab xov xwm no qhia tau hais tias yuav tsim ib cov qauv looping nyob SPD.

Tus magazine muaj ntau cov khoom xws li, cov lwm yam, kev heev khoom, sib tham thiab kev lag luam xov xwm. Kuv xav koj ntxiv nws rau koj RSS noj.

Yog hais tias koj muaj ib yam khoom lossis qhov muag, Kuv tseem yuav muab advertising rau ntawm qhov chaw lub. Nws yog rau lub caij pib muaj zog nrog ntau nplooj officers ntawm ob lub qhov muag ntsia nws twb. Uas yog kom loj hlob.

Ntsig, Yog hais tias koj twb tau tau khaus thiab sau ib yam dab tsi thiab yuav kis tawm pem lub taub hau loj dua cov neeg tuaj saib, qhov no yog ib lub sij hawm zoo thiab chaw scratch nws.

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Kuv Latest “Nyob hauv cov kws muaj txuj ci txog SharePoint Designer” Tsab xov xwm no muaj pab

Mark Miller dhau ntawm Cov neeg siv kawg SharePoint tau muab lo kuv tseeb tsab xov xwm txog kev siv tshuaj SharePoint Designer los ua workflow zoo kawg thiab dlaws tau rau ntawm nws qhov chaw. Xyuas.

Nyob rau cov tshooj no, Kuv nrog koj tham txog cov kev tsim thiab, nyob hauv tus cej, yuav ua li cas thiaj teeb tau ib txoj kev kuaj txhim khu kev qha thiab cov repeatable siv SharePoint nta (kev cai npe, qhov chaw templates). Tsab xov xwm Disavantaged kawg cov neeg, tab sis tus mus kom ze heev zoo developers.

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Workflow kev ua txiav nyob hauv SharePoint Designer

as thiv tas los, Kuv twb ua hauj lwm paub yuav ua li cas ntxees thiab siv ib lub tshuab xeev siv SharePoint Designer thiab lum, raws li ua ib cag, tias kuv xav tej zaum yuav sau cov ib cov ncej blog txog zoo workflow logging.

Qhov tshij, Sanjeev Rajput tuav kuv mus. Muaj zoo.

Txuag ca cov ntaub ntawv rau ib daim ntawv teev kev cai rau nkawd superior siv mus workflow keeb kwm:

  • Nws yog ib daim ntawv teev kev cai xwb, ces koj yuav export nws yooj yim heev mus zoo.
  • Koj muaj peev xwm tsim views, dynamically lim cov ntaub ntawv, yam.
  • Nws yuav tsis raug qhov pib-purge koj kis mob tsis tu ncua workflow keeb kwm.

Muaj ib co noob / downsides:

  • Ntau ciav workflows muaj logging ntau heev yuav ua ntau cov ntaub ntawv yuav tau muab sau rau daim ntawv.
  • Tej zaum koj * ua * xav rho purging. Koj tsis tau txais ntawd feature nrog no mus kom ze (tsis coding).
  • Ruaj ntseg yog lo. Thiaj li sau rau daim ntawv, tus neeg siv yuav tsum tau tso cai rau lawv. Uas txhais tau hais tias nws no ntshe tsis haum seb "neeg" tshawb vim tus neeg siv yuav nrhiav pom daim ntawv thiab hloov nws. Qhov no yuav tsum tau overcome nrog ib co kev cai programming.

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Cov teeb meem uas muaj Tribbles … ua yuam kev .. KPIs

No lub lis piam dhau los kuv tas ntawm ib tug pov thawj ntawm yog ib qhov tswvyim rau ib tus thov kev pab hauv Manhattan. Thaum uas siv lub tswv yim yuav muab, Kuv tau khiav mus rau lwm lub shortcoming ntawm NTXHUAB KPIs (saib ntawm no rau ib KPI meem yav dhau los thiab kuv workaround).

Tom qab: Peb siv SharePoint Designer workflow rau ib txoj kev haum txoj tej lub hlis ntev lag luam ua qauv. Thaum nws chugged, nws yuav hloov tej ntaub ntawv lub xeev nyob rau hauv ib daim ntawv teev. KPIs siv cov ntaub ntawv no ua lawv mojo.

Peb yuav txiav txim siab los ua ib qhov chaw tshiab txhua lub sij hawm ib tug tshiab uas cov lag luam muaj dab kicks tawm. Ib cag ntawm tus workflow xwb, cov chaw host ob peb daim ntawv qiv, siv rau cov neeg tuaj saib targeting thiab li ntawd. Ib Rev xwb cov khoom los pab cov tswv yim los ntawm cov neeg ua hauj lwm nrog, mus tsham cov neeg ua hauj lwm thiab tus neeg ntawv koom tes nrog ib tug neeg ua lag ua luam.

Peb kuj xav kom qhia tej KPIs uas saib xyuas lub zuag qhia tag nrho kev ntawm kev ua hauj lwm txoj kev li nce los ntawm cov ntaub ntawv workflow xeev thiab pub siv cov KPIs.

Thaum kawg, peb siv KPI daim ntawv teev cov khoom uas ua tau ib tug suav nyob rau ib saib rau ib daim ntawv teev nyob rau hauv lub site (li opposed mus rub tau los ntawm lwm qhov chaw tej ntaub, xws li mus zoo los yog SQL).

Qhov teeb meem: Thaum uas koj yuav xav txog tej yam, Piv txwv tias yog peb muaj lub neej yooj yim tsab cai idea rau pem hauv ntej mus rau hauv lub ntiaj teb no ntau lawm, peb yuav xav tau ib qhov chaw template. Provision ib qhov chaw tshiab raws tua ib "lag luam ntawv" Template.

Qhov teeb meem yog tias koj tsis tau kom zoo mus ib KPI functioning li ntawd mas. Thaum kuv sau ib qhov chaw tshiab raws li ib tug template nrog rau ib daim ntawv teev KPI thiab KPI Web site qhov, tus tshiab rau tus KPI ntaub ntawv yeej muaj lawm. Tus tshiab rau tus KPI sau ntxiv ntawm txawm tau qhov twg los koj hais tseg thaum koj xub rua nws li ib template.

By way of piv txwv:

  • Ua kom muaj ib qhov chaw tshiab thiab nws tsim kom perfection. Qhov chaw no muaj xws li cov ntaub ntawv KPI.
  • Tseg uas ua ib template.
  • Ua kom muaj ib qhov chaw tshiab thiab pib yog tawm ntawm lub template.
  • Qhov tshiab rau tus KPI daim ntawv teev khoom’ qhov chaw taw tes rau lub chaw template, tsis rau tam sim no qhov chaw.

Txheej txheem instantiation tsis yog qhov URL.

Kuv sim los daws kom tau qhov no los ntawm kev specifying ib tus txheeb ze URL thaum defining qhov KPI daim ntawv teev khoom. Txawm li cas los, Kuv tsis tau txais tej variation ntawd ua hauj lwm.

Kuv yeej xav kom muaj khub tuaj no "qhov teeb meem" Blog posts uas muaj tej yam tshuaj, tab sis, qhov no kuv tsis muaj tau ib tug zoo. Raws li kuv yuav paub yog tias koj tau mus rau hauv qhov site provisioned tshiab khiv thiab kho txhua yam manually. Cov UI no ua nyuab tshaj vim hloov qhov URL ntawm daim ntawv los ua ib tug refresh, ces koj yeej yuav tsum redefine qhov tseem ntawm kos.

Yog leej twg paub txog ib txoj kev zoo lis no, thov logged.

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Mea Culpa — SharePoint Designer * * yuav tsim lub xeev lub tshuab Workflows

Kuv twb nyuam qhuav kawm tias yeej tau thiab yoojyim txawm haum yuav tsim ib lub xeev tshuab workflow siv SharePoint Designer. Seb yuav yog leej niam invention thiab khoom zoo tag li thiab kuv twb xav no lub limtiam ntawd mam li nrhiav ib tug invention. Coincidentally, Kuv tuaj no MSDN Adminstrative ncej zoo li. Kuv tus kheej kev lim tiam no thiab tias "yus hais txog nyiaj" lends ua tau kom kuv txim ua txhaum. Kuv yuav sau txog qhov no siab ntev uas ib txhij blown piv txwv, tab sis, cov ntawm no yog cov gist uas nws:

  • Tus mus kom ze leverages Disease fact qhov tias ib tus workflow yuav hloov tsis tau ib daim ntawv teev khoom, triggering ib workflow tshiab li no. Kuv puas nquag tias tau ib tus lawm thiab txawm blogged hais txog kev siv semaphores nws lis.
  • SharePoint pub ntau yam ywj siab workflows yuav tiv thaiv tsis tau muaj ib daim ntawv teev khoom dhia.

Mus nws configure:

  • Tsim koj lub tshuab xeev (xws li, lub xeev thiab li cas Meskas txoj kev hloov ntawm ib tug rua).
  • Siv txhua lub xeev li cais workflow.
  • Configure muaj hnub no hauv lub xeev workflows rau txim tuag teb rau tej yam kev hloov nyob rau hauv daim ntawv teev cov yam khoom no.

Txhua tus lub xeev workflow raws li nram no no cov qauv ntxhib:

  • Raws li qhov initialization, txiav txim seb nws yuav tsum yeej khiav ntawm xyuas(audits) tej ntaub ntawv lub xeev nyob rau hauv lub "tam sim no yam". Ho yog tsis.
  • Ua haujlwm.
  • Cov "tam sim no yam hloov tshiab" nrog lub xeev xov xwm tshiab. Qhov no ua ib qho kev hloov tshiab rau qhov khoom tam sim no thiab hluav taws kub tuaj txhua lub xeev workflows.

Hauj cov kev pab cuab kev ntawd ib tug yuav tsim lub xeev declarative tshuab workflow, tag nrho lub xeev cov ntaub ntawv tsis yog zoo rau lub tsev KPIs thiab interesting kawg li views.

Nws muaj ib tus drawback kev haum — standard workflow history tracking is even more useless than normal 🙂 That’s easily remedied, Txawm li cas los. Muab koj cov lus tshawb yam nyob rau hauv ib daim ntawv teev kev cai. Li no tej zaum tau ib lub tswv yim zoo txawm yuav tshwm sim los muaj vanilla workflow, but that’s for another blog post 🙂

Kuv hu no ib "mea culpa" vim kuv muaj, hmoov tsis, hais ntau tshaj li ib zaug hauv forums thiab sim lwm qhov ntawd ib tug yuav tsum siv siv qhov muag saib lub studio los ua ib lub xeev tshuab workflow. Uas tsuas tsis muaj tseeb.

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Siv Semaphores rau SharePoint Designer Workflow kom Endless Loops

Nws tseem tau los ua ib cov voj kev txom hauv ib SharePoint Designer workflow. Ib qho yuav siv txawv li no ua rau cov teeb meem:

  • Tsim ib cov workflow thiab qib qub nrog rau ib daim ntawv teev.
  • Qhia tias nws yuav tsum pib rau tsim cov khoom tshiab thiab hloov tshiab cov khoom uas twb muaj lawm.
  • Ib kauj ruam hauv lub workflow updates ib daim teb nyob rau hauv "Tam sim no yam".
  • Vim tus tam sim no yam hloov, lub workflow pib anew.

Yuav tiv thaiv tau qhov lub endless loop, kev muaj ib cov lus semaphore:

  • Ntxiv rau qhov chaw column (los yog kem rau ntawm daim ntawv teev/qiv yog raug koj tsis siv cov hom).
  • Nws nkaum ntawm cov nplooj edit (tias yog ib qhov chaw kem ntawm nws tus yam ntxwv ua yooj yim, tsis li yoojyim yog ib daim Kem).
  • Nyob hauv lub workflow, xyuas seb yog cov nqi ntawm tus semaphore kem blank.
  • Yog hais tias nws blank, nws tsim ib cov nqi non-VOJVOOS thiab npaj mus.
  • Yog yog yog tsis yog blank, tawm tam sim ntawd.

Qhov no kuj tov hwm nuanced, nyob rau cov lag luam yuav tsum ua li khuav, tab sis nws twb ua tau ib lub workable tu thaum kuv twb xav tias.

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Walk-through: Txhim kho ua hauj lwm kev kawm Template Unregister rooj zaum ua yuav muaj kab laum

Muaj coob tus neeg paub, cov neeg ua hauj lwm kev kawm template yog muab los ntawm Microsoft ntawm no muaj ib tug kab uas peb tau me nyuam raws li cov kauj ruam:

  • Tsim ib hoob uas me me ntawm max 10 kawm ntawv.
  • Rau npe –> Tag nrho muaj Malaria nws kom zoo decrements los ntawm ib tug. Ntog: 9 muaj rooj zaum.
  • Unregister: –> Kab laum. Tag nrho cov nyiaj muaj noj yuav tsum increment los ntawm ib tug. Nws ua li tsis. Ntog: 9 muaj rooj zaum as per SharePoint, tab sis tiag, muaj cov 10 muaj rooj zaum.

Kua: Siv SharePoint Designer mus kho cov workflow.

Ua ntej, qhib tau lub. Daim ntawv tais ceev tseg rau kuv zoo li no:

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Yog tias peb muaj ib lub "Attendee npe saib" workflow, peb pom tias yog ib kauj ruam uas hais tias "Tswj txoj cai zaum". Nws zoo li no:

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Kauj ruam no nyob hauv lub workflow siab qhov khoom los ntawm incrementing lub "lawm ua tus sau nco" metadata qhia kiag rau hauv lub chav. Yog peb rub uas rau kev nthuav dav ntxiv, peb mus saib qhov no:

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Yog tag nrho cov ntaub ntawv peb yuav tau txhim kho txoj kev workflow unregistration.

Yog tias peb ntxeev mus rau ntawm unregistration workflow, yog tsis muaj cov kauj ruam workflow zoo. Raws li hais hauv qab no ntxiv:

1: Nthuav "Attendee unregistration" thiab qhib tau lub XOML (saib Thawj qho screen tshuaj tiv thaiv yog tias koj muaj swb).

2: Ntxiv kuj sib txawv ib tug tshiab workflow thiab, "Tshiab Filled nco" yam "zauv".

3: Cob muaj nqis rau "tshiab lawm ua tus sau nco" li:

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4: Decrement lub rooj zaum Filled los 1:

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5: Hloov ua lwm yam khoom:

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6: Xyuas kom txhua yam nyob hauv tus zoo ib theem zuj zus. Rau kuv, nws zoo li no:

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7: Suaj kaum rau lub workflow no rov tsim nws.

8: Xeem.

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Ntawm cov qauv tsim SharePoint Technical: SharePoint Designer Workflow + Kev tshwm sim Receiver = Potency siab Cocktail

Yog ib qho qauv uas kuv nrhiav tau nyob rau hauv crafting SharePoint dlaws leverages SharePoint Designer workflow thiab ib qhov kev tshwm sim receiver.

Ntawm no yog ib lub lag luam scenario los tso rau hauv cov ntsiab lus teb:

  • Kuv upload ib tsab ntawv mus rau ib tug doc lib.
  • Kuv ncaws tej kauj ruam workflow siv SharePoint Designer tsim.
  • Hauv tej kis thaum txoj kev, workflow assigns ua hauj lwm ib tug rau ib tug neeg (ntawm tau sau cov ntaub ntawv los ntawm cov neeg siv los cob ua hauj lwm ib).
  • Peb xav kom siv lub KPI los teev cia lub sij hawm cov hauj lwm ntawd yog awaiting tiav. Tus KPI qhia ntsuab paub tab uas yuav tiav los them rau ntau tshaj 3 hnub saum no. Nws qhia tau hais tias dag yog neeg ua hauj lwm them tag kis los yog hnub no. Nws yuav qhia liab yog neeg ua hauj lwm yav tas los tsis.
  • Ntawm no yog cov kicker: Kuv xav kom lub hnub drives tus KPI yuav tsum nyiaj so koobtsheej-paub.

Kuv tsis tau xam ib peev nyiaj so koobtsheej-paub hnub nyob rau hauv workflow SharePoint Designer yooj yim heev. Kuv yuav tau mus tsim tau ib txog kev cai los yog siv ib tug neeg uas koob thib 3. Txawm li cas los, Nws yog ib qho yooj yim txaus los xam li ib hnub nyob rau ib qho kev tshwm sim receiver. Ua ke merge cov ob thiab peb tau tus qauv zoo li no:

  • Txhais tau ib cov thaum yog/tsis muaj chaw sab hauv cov tsev qiv ntawv hauv daim ntawv hais tias "DoCalcualteDueDate".
  • Initialize mus cuav.
  • Thaum lub sij hawm tsim nyog rau cov workflow (e.g. ua ntej cov "collect ntaub" nkaus), cob rau cov nqi ntawd yuav muaj tseeb.
  • Ib ItemUpdate() kev tshwm sim receiver tig mus saib yog "DoCalculateDueDate" yog muaj tseeb tiag. Vim lub caij receiver uas sau rau txhua hloov tshiab, "DoCalculateDueDate" yog txhua zaus yog cuav.
  • Thaum workflow assigns DoCalculateDueDate los muaj tseeb, qhov kev tshwm sim receiver laij tau qhov them nyiaj so koobtsheej-paub hnub.
  • Thaum lub caij receiver puas no muab xam, nws teeb lub DoCalculateDueDate chij mus cuav.

Thaum kawg, SPD workflow yog tshwm rau nrog lub receiver kev tshwm sim ntawm tus DoCalculateDueDate semaphore thiab peb muaj nyiaj so koobtsheej-paub them hnub uas raug rau lub caij xyov yog tus workflow lub neej. SharePoint Designer ntawm lwm yam uas thaum lub hnub yuav raug ua hauj lwm, tiam sis lub caij receiver co tus nqi muab xam thiab ib ntus.

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Observed cwj pwm: Tsiv SPD Workflows nyob rau hauv lub Site Collection

HLOOV TSHIAB: Kuv twb tau researching embed ib SPD workflow rau hauv ib qhov chaw txhais li cas. No MSDN Adminstrative saw muaj qee cov lus nthuav. Yog tsis conclusive, tab sis cov ntsiab lus rau kev mus txog rau lub zoov nuj txeeg.

Kuv muab rau cov ncej no ib me ntsis oddball "cai pwm" ua vim kuv leery me ntsis ntawm yog nqus cov lus xaus ntawm nws. Cov SPD workflows … temperamental.

Cov neeg feem ntau hais / wondering / fretting hla mus SPD workflows los ntawm ib qhov chaw mus rau lwm. Hnub no, Raws li tej kauj ruam nram thiab siv cov tswvyim:

  • Kuv tsim ib workflow SharePoint Designer siv nyob rau hauv ib qhov chaw txuas mus rau lub tsev qiv ntawv hauv daim ntawv.
  • Tsis muaj tsev lub tsev qiv ntawv hauv kab ntawv twb nyob ntawv ntau.
  • Kuv rua qhov chaw li ib template.
  • Thaum twg kuv rua qhov chaw li ib template, Cov ntsiab lus raws li tau zoo rua kuv.
  • Kuv tsim ib qhov chaw tshiab rau lub qub chaw sau siv ntawd template.

Thaum no tus taw tes, Kuv sim khiav lub workflow. Nws kom sai li tawm haujlwm losyog nws tus kheej nrog rau cov lus cav, "Tejyam rau pib".

Kuv xav pom qhov no. Kuv muaj miv nyuas tsawg thaum nws tawm los mus SPD workflows ib ncig.

Kuv tseem:

  • Qhib lub site los rau SharePoint Designer.
  • Muaj ib tug peek ntawm lub workflow. Mag mos.
  • Kuv clicked "Tas".
  • Kuv tau khiav ntawm workflow.

Lub sij hawm no, nws ua haujlwm fine.

Kuv mam li txhab no workflow siv cov "collect ntaub ntawm neeg siv" ua tes hauj lwm uas yog ib txoj kuj nkaus hauv lub hood.

Kuv tentatively xaus uas txoj "xov" cov workflow los SPD kom tau nyob qib qub tus SPD workflow nrog rau lub tsev qiv ntawv ntawv tshiab. Kuv kuj Xaus cov XOML thiab lwm XML artifacts muaj tubntxhais "xoob". Lawv yuav tsis nruj nreem super coupled mus rau lub tsev qiv ntawv hauv daim ntawv.

Dab tsi qhov no txhais? Piv txwv tias nws yog kev txhim khu kev qha thiab reproducible, muaj tsawg kawg yog ib hom ntxhib peb siv tau txav ib ncig. Kuv tsis paub tias qhov no yuav ua hauj lwm yog peb hla ib thaj tsam sau qhov chaw los txawm ntau ruaj, liaj teb tshiab tas (e.g. dev rau theem yuav chob).

Yog hais tias koj mus nyeem nraum no thiab inclined, thov logged los email rau kuv koj zaj dabneeg SharePoint Designer migration. Kuv mam li gladly hloov no ntaus tej ncauj lus uas tej insights yog li koj.

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Yooj yim thiab ceev thaum: Workflow-tsuas hloov tshiab teb

Feem ntau nws yog pab tau khaws cov ntaub ntawv raws li txoj cai nyob rau hauv ib daim ntawv teev kev cai xws li ib chaws tso cai uas yuav tsum tsis txhob yuav ncaj qha manipulated los ntawm cov neeg siv tag. Qhov no yog ib qho lag luam scenario. Kuv tau ua haujlwm rau ib teg num xyoo no generates ntau yam raws li txoj cai thiab ceeb toom xaus ntawm SharePoint Designer workflows uas tsav KPIs thiab feem txhawb lub sij hawm-zoo ua hauj lwm muaj dab.

Siv ib tug ntawm cov hom / ncej tag mus cuag cov nyhuv no.

Tsim ib qhov chaw kawm ntawd yam nrog leej twg sab li:

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Kev ceeb toom rau tus "lawv (rau Demo)" teb rau nram qab.

Tom ntej, ndliv lub npe qhia kiag rau hauv tsev, cov kem zog. Xaiv "muab zais (Yuav tsis tshwm tuaj)" nyob rau hauv kem tsev koom li:

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Qhov no tuskheej teb ntawm tus txheem hloov/hloov tshiab tuaj. Txawm li cas los, tseem muaj nyob rau hauv views, KPIs, tus kwv qauv thiab nyob txhua qhov chaw twg koj xav siv txoj kev no, xws li SPD workflow.

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