.NET Tutorials, Forums, Interview Questions And Answers
Welcome :Guest
Sign In
Register
 
Win Surprise Gifts!!!
Congratulations!!!


Top 5 Contributors of the Month
Lee Hnetinka
mithun
Post New Web Links

Create custom workflow using Managed Metadata and Sharepoint Designer

Posted By:      Posted Date: November 04, 2010    Points: 0   Category :SharePoint
 

Hello all,

 

We have a very specific question from one of our customers concerning managed metadata and workflows that I can’t seem to figure out. Maybe you could give me a hand. This is the situation:

 

They want a taxonomy store with managed metadata. The departments of the customer are stored here (in a branched way). When a user adds an document to a document library he or she has to fill in the metadata field for the department so it will be connected to this document. Depending on the department they want to assign an approval task to a different manager.

 


View Complete Post


More Related Resource Links

Unable to create task using Custom task Process Action in Sharepoint Designer 2010 workflow

  
Problem : In Sharepoint Designer 2010, we are working on creating reusable workflow.
In workflow we are using "Start Custom task process" action. It has been observed that,all of the sudden it behaves weirdly. It creates task but without any number appending to taskform.for eg. when we create task it generally shows "Start Task(1) process on Current Item with these users" However now it does not provide any number with Task. It shows "Start Task process on Current Item with These users"
In task form , it does not allows to add task forms fields from existing fields nor allows to create outcomes.
Thus we are unable to create any new workflows or edit and enhance exisitng workflows in the site.This is showstoper for project. Client wants to use sharepoint designer exclusively to develop workflow.
When we tried to create workflow (Sharepoint designer) in a new site with new list it allows us to create custom tasks process. 
Resoultions approaches done so far.
1) Took backup of site on local box from Server and tried to create custom process task but not able to do it.
2) On Server removed all unwanted workflow status columns from the tasks list but still not able to create custom process task 
3) Took backup and t

create new custom list form in sharepoint designer and edit in browser

  
hi, i have created a new list using sharepoint designer 2007. now i inserted a custom list form to modify some field and add new ones. when i finished i will tight my new custom list to the custom form. what i want to know is. i see the status field in my new form. and i only want the status field to appear in the edit form for the one that has the permission to edit the status. then i tought of open the list in my browser and go to the list settings. but what i notice is i dont see my fields i have modified in sharepiont designer in the columns section i only see the ones from the existing list. my question is how can i hide the status field in the new item form that it only show in the edit form. and how do i get my new form in the column section so the end user can add more fields if they want without using sharepointdesigner thnx

create a custom "newform.aspx" for document library using sharepoint designer and web services

  

Hi All,

I need to change the look and feel of "NewForm.aspx" for my Sharepoint 2007 Document Library. But the constraints are

1. I cant use C# coding. No Visual Studio.

2. Not allowed change anything in the farm level. e.g. cant install features/webparts fo this.

3. Can only use JavaScript, JQuerry and Sharepoint Designer 2007.

I came across some suggestions that we can create a custom page in Javascript/JQuery. Which will take all input data and insert new items in list/doc library using some XML services.

Please help me, I dont know if this is really possible. Let me know if any alternative is possible.


i want to create sharepoint 2007 workflow with E-mail notification in sharepoint designer ?

  

i want to create sharepoint 2007 workflow with E-mail notificationin sharepoint Designer .

my Workflow Scenario is :

 

Step-1 employer send document for approval to manager .

step-2 When manager will approve or reject . status will send to the emloyer through mail.

step-3 when manager will approve than document is going for approval by main manager.

step-4 if approve or reject status will send it to employer and manager.

 

plz help me .. for this. how i create in sharepoint designer . plz send me any exmaple of this.

 

 


SharePoint Designer Workflow to email multiple recipients listed in a custom list

  

Hi all,

I created a workflow in designer attached to a form library. I also have a custom list "Admins" containing names of persons that serves a different purpose but would also like to be used as recipients for the workflow email everytime a new item in the form library is created.

I have been searching the net and tried out few work arounds but so far able to send to only one person in the "Admins" list. The list has a column "Admin Name" which is of type "Person or Group".

Thanks in advance!


Custom Task form of a SharePoint Designer workflow is not displaying correctly

  

We have created a custom workflow using SharePoint Designer. We are using one action “Collect Data from a User”. As you know, this action sends an email to a user with a link to a task form where user is supposed to accept or reject a request. We are encountering following issues with this form:

  1. Form is not a workflow form, it is a task item of the task list that the “Collect Data from a User” action of the workflow creates.
  2. Form opens as an item of the workflow task list in View mode (DispForm.ASPX) instead of Edit mode (EditForm. ASPX)
  3. When user clicks on “Edit Item” button, it displays all the fields of the task as editable – we want only the Approve/Reject option buttons and the comments TextBox (that we created during the workflow design) to be displayed as editable

Can someone please explain what is going on and how can we resolve the above issues?
Thanks……….


How to add custom properties to terms in the SharePoint 2010 managed metadata term store?

  

There is a "Term.CustomProperties" collection to get the collection of custom property objects for the current Term object from the read-only dictionary.
But where and how to define and set custom properies for terms? This dictionary seems to be read-only by default.

Any help / documentation would be appreciated. / Frank


How to create a Workflow in SharePoint Designer?

  

Dear TechNet experts,

I would like to ask for support regarding on how to create a workflow in SharePoint Designer 2007.
Here's the situation:
I have created a form, HR Form, then there's a DEPARTMENT in whereas users can select from the list of department where they are working with.
And from the HR TeamSite, I have created a list of Managers, Departments, & Staffs. Departments is connected with Department list in SharePoint.

Now, here's my question, using SharePoint Designer, how can I make a Workflow that if a user selects their Department, that form will be sent to the Manager of that department. From the list of managers, it has a column of their email address.
After the Manager approve the request, it will be forwarded to 1 person only, the HR Manager. So eventhough user selects any department & if the manager of that dept. approves, it will be forwarded to the HR Department for the last approval.
And if rejected by Dept. Manager, an email will be sent to the user who fills up the form, saying that the request was rejected. Same with HR Manager.

I don't know what should I select from the SharePoint Designer Workflow.
Please advise...

Thanks!


How to update workflow status in a custom workflow using SharePoint Designer

  

We have created a two-level custom workflow using SPD as follows:

Submitter submits request form in a form libraryàApprover A approves/rejectsàApprover B approves/rejectsàSubmitter receives an email and workflow stops

Exception: If Approver A rejectsàsubmitter receives email and workflow stops

Question: Users may have noticed that the default view of the form library has a column with the same name as the workflow. Let us call our workflow as “WF1” So the default view of the form library would show a column named WF1. When yo

Sharepoint Designer 2007 - Workflows stopped and can't create custom NewForm or custom EditForm

  

Everything was working great until the last few days when I made the SP site more robust. I am now ready to create a custom New Form so that my "requestor" doesn't have to deal with all of the fields. I want to create a custom Edit List so that I can hide all of the flags that get tripped while completing workflows. This morning I tried to create the NewForm (as I have done in the past) but nothing loads. I tried creating it with a different list, and it loaded fine so I know it has something to do with my list. I tried executing workflows so that I might be able to narrow down the problem, but now no workflows work even though they did a couple of days ago.

One of the items added as a "pause until" workflow. I don't know if that has anything to do with it or not. I also have roughly 85 fields. I haven't seen anywhere on the blogs that the number of fields is an issue but you never know.

Can anyone help? Please?


How to Create Sharepoint Workflow (designer) on Calender List when a new list item is created

  

Hi,

I need to create a sharepoint designer workflow on Calender List.The functionality is that, Workflow on Calendar list that sends an e-mail notification each time new event is created along with event details.

Any help appriciated..

 

Thanks

Srikanth Reddy

 


Does Useful Sharepoint Designer Custom Workflow Activities work across servers - pls HELP

  

Not usre if this is the right place to post this but sure many guys must have used this
I have a siteA at

http://myserver:8080/sites/pop/lists/mylistname

 

and Site B at

http://myserverA:8080/sites/pop/lists/mylistname

 

when i try and use the
http://spdactivities.codeplex.com/
Copy List Item Extended Activity to copy the list items across i keep getting error:

System.IO.FileNotFoundException: The Web application at http://myserverA/sites/pop/lists/mylistname could not be found. Verify that you have typed the URL correctly. If the URL should be serving existing content, the system administrator may need to add a new request URL mapping to the intended application.

My AAM looks like this:

Internal URL                  Zone        Plublic URL for Zone

http://myserverA:8080    Default     http://myserverA:8080

http://myserverA.domainname:8080  Default  http://myserverA.domainname:8080

http://myserverA.domainname:2020 Default     http://myserverA.domainname:2020  -- this is been extended for FBA

Any ideas what i ne

Create workflow in sharepoint designer fails

  

Hello,

when I open a website and try to create a new workflow, i get this error:

Workflows need to be associated with a SharePoint list. This site contains no lists. Before you can create a workflow, you need to add a list to the site.

The only page describing the error is this:

http://office.microsoft.com/en-gb/sharepoint-designer-help/troubleshoot-workflow-errors-HA010237912.aspx#BM24

But the website have both lists, documents lib etc...

I'm affraid the error is due to our long websites names:

http://SHAREPONT/organisation/forvaltninger/sundhedsforvaltningen/voksenaeldreomraadet/institutioner/traeningsfunktionen/Sider/default.aspx 

But i do not know where to debug this error, anyone ?

 

I just found this link:

http://sharepointspot.blogspot.com/2007/06/sharepoint-2007-hard-limitations.html

I do not know if that is the problem...

If i try to create a workflow on the website:

create task item with sharepoint designer workflow

  

Hi,

I have an InfoPath form and a SharePoint forms library with a workflow. When I submit an InfoPath form to the forms library a workflow is triggered. Within this workflow I want to create an item in the task list. This is possible with the action in sharepoint designer wf "assign a to do item". But within this action the name of the task item is hardcoded.

Now I want to change the name of the task item. The name should be one field of my InfoPath form. I also want to set the due date of the task item.

 

Any ideas?

thx

 


the joy of writing a custom workflow activity for SharePoint Designer...

  

So, I need an activity that will replace some old text into new text in a given string.
Not present OOTB in SharePoint Designer, so - oh boy! oh boy! - we can develop it ourselves using Visual Studio!

Ok great, I did some reading about it on SP2007 in the past, but never needed it, so never actually tried it.
Now I'm on SP2010, so I googled again to find guides on how to write my very first custom workflow activity to use in SharePoint Designer 2010.
Nothing to be found.... The few posts about 2010 were only stating that it works still the same as in SP2007, and to look for guides on 2007.

Ok, so I googled some guides on how to do this in SP2007. I found one from MSDN, perfect to start with you'd say: http://msdn.microsoft.com/en-us/library/cc627284.aspx 
But really, it doesn't work the same... When I create an Activity Library project in VS2010, I don't have a class, like in the guide. All I have is a xaml file, no cs at all, and I have absolutely no clue what I should add in order to get the same class as in the guide. Adding a regular class is not it, since in the guide they're using a partial class. So I'm blocked 5secs after I started reading the guide... just great.

I'm so fed up with the lack of information on development for SharePoint. I hit

How to create a multi-stage workflow in SharePoint Designer 2007

  

Hello everyone,

I'm new at creating workflows and have only created a very basic one. I was handed a task and creating the following workflow and I have no ideal on what to do.

Here is what they want to happen.

 The user submitts the form and depending on what he chooses in the Segement Report Access field will determine on who it goes too. The user can choose multiple options. The options are our 4 divisons. Each division has one approver assigned to it. We created a list for this and then in the form it's a look up value.

Example:

The user choose two of the four options. (Sheet and Color) So the workflow needs to send and e-mail to the Sheet user to approve the request and it needs to send another e-mail to the Color user to approve the request. Now if they both reject it, the workflow would stop and send a message to the user saying your request has been rejected. But if one user approves it and the other one rejects it, it needs to go to the next step, which would be sending an e-mail to the user who sets up the account. They want him to be able to see which parts were approved and which parts were not approved.

Once he's setup then we need to send an e-mail to the requester saying that it's been approved.

Sorry if they is long, I just have no ideal where to start or how to start this.

 

&nbs

3 steps to create a Workflow using SharePoint Designer

  
We can develop a Microsoft SharePoint Workflow using the available templates, SharePoint designer and Visual Studio. In this article will mainly focus on workflow creation using Microsoft SharePoint Designer.
Categories: 
ASP.NetWindows Application  .NET Framework  C#  VB.Net  ADO.Net  
Sql Server  SharePoint  Silverlight  Others  All   

Hall of Fame    Twitter   Terms of Service    Privacy Policy    Contact Us    Archives   Tell A Friend