In Sharepoint designer 2007, I am creating a workflow where I am trying to use 'collect data from a user' for multiple users. In my document library, I have a list name field. That list name field ties to a list which has between 1-15 users in the associated list. I only need to collect data from user for those users in the list that are not null/empty. I would also like to collect data from the users at the same time (parallel).
It appears you can only use parallel within one workflow step. Within one workflow step, it doesn't appear that you can set multiple conditions/actions.
What I need to do is this:
Condition 1: If variable:reviewer1 is not empty
Action 1: Collect Document Review from variable:reviewer1 (output to ...)
Condition 2: If variable:reviewer2 is not empty
Action 2: Collect Document Review from variable:reviewer2 (output to...)
Is there a way to do this that I'm missing?
Thanks!
It'll be tedious, but I'd suggest creating N steps (where N = the number of parallel tasks you want)
Each step will generally do the following:
Check if the current reviewer field is empty (if so, skip to the next step)
Create a new "Task" item in a (task) List
Send an email to the person you assigned the task to
Then you'll need to somehow stop your workflow until all of the tasks have been completed. This part gets a bit trickier, but do some searches on creating a State Machine workflow in SharePoint Designer and you'll be on the right track.
Really though, this sounds like a workflow that's too complex for SPD. Use Visual Studio or some 3rd-party workflow solution if at all possible.
Related
Situation: We get audit emails every morning. The body of the email contains a table with various columns. The column labelled 'ID' is the unique key for each row. I have to copy the data from the ID column, format it in note++, and then paste it in a pre-filled query in SQL were I run it.
Question: Is it possible to automate this process? if so, where could I start? I would be nice if I could have something that either runs automatically or manually, reads the email, extracts the data from the column, formats it, and throws it in a query and executes.
Additional Details: The emails are always from the same distro, fire at the same time every day, and the table columns are static.
My skill Level: Beginner but resourceful and eager to learn, so please don't crucify me if I am not clear.
Yes, it is possible. You can develop a VBA macro or a COM add-in if you need to distribute your solution on multiple machines. Basically you are interested in handling the NewMailEx event of the Application class which is fired when a new message arrives in the Inbox and before client rule processing occurs. You can use the Entry ID returned in the EntryIDCollection array to call the NameSpace.GetItemFromID method and process the item. This event fires once for every received item that is processed by Microsoft Outlook. The item can be one of several different item types, for example, MailItem, MeetingItem, or SharingItem.
After retrieving the incoming item you can process it by getting property values and adding them to the SQL Db.
You may find the Walkthrough: Create your first VSTO Add-in for Outlook article helpful.
My first question here. I am relatively new to Dynamics CRM and I am looking to do a customization using workflows and I have run into some issues.
I need to trigger an email to a user if I have 5 records with a specific value chosen in an option set within the last 15 days.I thought I might need a static variable kind of field for the entity. I don't really know how to get that in CRM.
While I have been able to use workflows to get the records within the 2 dates and increment the count for that condition, the count maintained is not static and so it is basically useless for my requirements.
Any suggestions to work around this?
One way of doing it is to have a custom workflow.
Whenever a new record for that entity is created, run this custom workflow and get the count and return it via an Output parameter. Check for the output value and if that is more than the threshold as in the requirement, then consider the step for sending an email to the user, otherwise complete the workflow as succeeded.
In my workflow I have iterative loop which check the table value until it matches a workflow value using DB Execute.
This stage arise after completing initial and step After values matches it will proceed to next step.this has created by adding delay function.
However my client required to show the list work items which are pending withing content navigator. Is there a way to achieve this.
Try to add users (who want to track status) in F_Trackers system Workflow Group.
I am trying to create a to do list for my team of what all is needing to be done and so that they can assign themselves to each particular task. I am doing all this as a task in microsoft outlook. In order to do this I had to create two additional columns for that were user defined to have them type stuff in. However, when I go to share the to do list with my team the only thing that is showing are the original column fields not the user defined column fields that I created that are editable. How can I get the user definied columns to show up on the peoples tasks list I am sharing this with? Thanks
You need to modify the folder view to show these columns.
I have built a Custom Sharepoint 2010 List (List A) which forms part of a workflow process. The List has a number of date fields associated with it. There is an entirely different Sharepoint site within the same site collection that has a Calendar List. When an item in List A has a certain date field entered I want an instance of the List to appear in the Calendar List. I am thinking I would add do this in an Event Receiver but I am not entirely sure how I would go about this. Can anyone give me some pointers on this please?
Thanks.
So you just want to create a SPListItem within a calender depending on a field within another SPListItem.
There are different approaches how you could achieve this
You could build a workflow for this scenario
You could write a simple EventHandler
I think worklfow is fine and you could use SharePoint Designer to build it. So you don't have to write any code.