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Posts Tagged ‘SharePoint Designer 2010’

Extracting the value of a SharePoint 2010 DateTimeControl using JavaScript

October 12, 2012 Leave a comment

SPD 2010 Cannot insert this action #SP2010 #SharePoint #PS2010 #MSProject #ProjectServer #in

April 3, 2012 1 comment

Just a quick blog to go over which features should be enabled for Approval tasks in SharePoint Designer 2010 Workflows.

Scenario:

Project Server – PWA.  Workflow being created within a Project Site.

Features enabled at the site collection (PWA):

  • Standard
  • Enterprise
  • Publishing

Features enabled at the site (PWA):

  • Standard
  • Enterprise
  • Publishing
    Features enabled at the site (Project Site):
  • Standard
  • Enterprise

However, we were getting the following error appear when trying to use the “Start Approval Workflow” action:

Cannot insert this action. To use task process actions, the Office SharePoint Server Standard Site features must be enabled for this site by an administrator.

Interesting error message given that the Standard features were enabled at both the Site Collection and Site level.

On further inspection, it turns out (rather obviously) that the Workflow feature needs to be enabled at the Site Collection level.

It caught us out for a little while, but a quick Google and thanks to this MSDN Forum post, we got the result we needed:

Hopefully, this post helps somebody out.

InfoPath 2010 People picker control

February 16, 2012 7 comments

New with  InfoPath 2010 is a People Picker control, this acts like the People Picker in SharePoint and allows you to choose contacts from AD.

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I was using this control recently and wanted to promote the chosen person value to a list when the form is submitted, to my surprise I found that the submitted value was just a text value, not a presence aware name, so had none of the rich integration that OCS or Lync offers.

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To get around this drawback I had to write a small workflow that fired when the form was submitted.

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The workflow read the list value into a variable and then wrote it back to another column in the same list, but was key was to make the return field data type an Email Address.

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Now we have a presence aware Name value.

Writing History events from a SharePoint designer Workflow

February 14, 2012 1 comment

Most SharePoint 2010 solutions will have some form of workflow associated with them.

Workflows written in SharePoint designer can be powerful, but tricky to troubleshoot if they do not work correctly.

Some workflows will complete but not perform as expected, and some will simply fail with the ever helpful An error has occurred in <Workflow Name> written to the history list.

To help us out with this is the Log to History List core action in our workflow designer Action List.

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This allows us to write a message to the workflow history, and as such we could write back the value of a workflow parameter or variable that we can check on.

To illustrate this I have written a one step workflow with one Variable and one Parameter, the workflow has an Initiation Form that allows a user to select a colour.

 

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We set the variable varColour to be the value of the colour the user selected which is stored in the parameter ParamColour , on the second line we use the Log to History List to output the value of varColour to the workflow history.

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This is what it looks like, firstly we choose a colour from the Initiation Form

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The workflow processes and completes, when we check the History list we can see that our message and the value of varColour have been recorded in the Workflow History list

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Normally the Workflow History list is hidden from the browser, but you can change this setting in SharePoint Designer.

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Run SPD2010 workflows with impersonated permission

October 27, 2011 2 comments

Today one of my users reported that “something is not happening as supposed to” on a site, which most IT professional would say is quite a typical call we receive…

ISSUE:

After a quick test I realised that a workflow meant to start on item submission of an InfoPath form was failing to complete and the workflow status would show “CANCELLED” (very misleading as nobody actually “cancel” that workflow… and this message “The workflow could not update the item, possibly because one or more columns for the item require a different type of information.”

CAUSE:

Basically the user’s permissions had changed on the site so that he could not anymore update items in the library but the site owner didn’t realise the knock-on effect this would have on existing workflows as well, especially if the workflow is meant to go search for other items in the library and update them. The user not authorised to edit them will fail the workflow.

SOLUTION:

A short Google on “SharePoint Designer workflow elevated permissions” and I was reminded by this blog articlehttp://is.gd/RdjmWH  about impersonation in SPD 2010 Workflows (and not elevated as mentioned) which was new from SPD 2007.

But not any kind of permission, since it will the logged in user on SharePoint Designer so bear that in mind when releasing to Production environment.

STEPS

Make sure you are logged in SharePoint Designer with the correct user (one that will not disappear once you finish your development) [note: use the little “change user” icon on the bottom  left corner of SPD2010 to switch user].

          Edit your workflow

          Within the steps of the workflow that require to be impersonated with your user insert an “Impersonation Step” by just typing the label

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          Move all required steps into it (using Move Up or Down)

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          Publish your workflow

          Test with the access level of your user

Et voila !

Note: This short blog article is my first attempt to participate to my colleague Giles‘ blog https://ghamson.wordpress.com as an author and therefore you may also see it on my other blog.

Employee Absence Form + email notification to manager #in #SP2010 #SharePoint

December 2, 2010 Leave a comment

This post shows you how to utilise a little known workflow action in SharePoint Designer 2010, which allows a workflow to fire off an email to a user’s manager.

Note that your AD hierarchy needs to be correct for this to work.

Step 1 – Create a Custom List (Absence Log)

Here I created a basic custom list, adding the columns you see below;

  • Member of Staff (Person or Group)
  • Date of Absence (Date and Time)
  • Reason for Absence (Single Line of Text)
  • Estimated Duration (Choice)
  • Line Manager (Person or Group)

Step 2 – Create List Workflow (SharePoint Designer 2010)

Now open up SharePoint Designer 2010, choose ‘Workflow’ on the left hand navigation and then create a new ‘List Workflow’ – selecting the Absence list.

  • Create a New Action –> LOOKUP MANAGER OF A USER

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Read more…

Clearing the SharePoint Designer 2007 / 2010 Cache

October 13, 2010 7 comments

Original Blog Post: http://www.hexanes.com/?p=558

Another useful link that I keep losing. Works in SharePoint Designer 2007 and SharePoint Designer 2010.

Areas to clear:

- %APPDATA%\Microsoft\Web Server Extensions\Cache

- %USERPROFILE%\AppData\Local\Microsoft\WebsiteCache\


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