Creating SPD 2010 workflow from a slide library.
picture of Section called Tab 00
Hi All,
I have 10 sections in a report. Section 1 (Tab 00) is made up of 3 separate slides/records in the SP library. When a user is done editing a slide, they change the properties field called ‘Ready to Publish’ from 'No' to 'Yes'.
I’d like to write a workflow action in SPD 2010 that waits for all 3 records in Section 1 to equal ‘Yes’ then to send an email stating that the section 1 is complete.
As I’m trying to write this, I can only get the workflow to run on one document/slide at a time. So if a user selects 'Yes', then an email goes out that says the Section is complete, but the problem is only one slide of the 3 is complete. I’d like it to look through the entire library (query If record Section = Section 1 (Tab 00) and slides 001, 002, & 003 = Yes, then send email).
Thanks in advance for any help you all can give...I'm stumped.
Dave
This cannot be achieved directly however you can use a second list which will have the section as title and separate columns for slides. Once user updates the slide mark as yes for the corresponding slide in second list. You can trigger email from second list on item updating workflow once all three slides are marked to yes for that particular section.
Related
Good Evening All,
This is my first time using VBA, so apologies if this question seems pretty trivial.
I have a spreadsheet that lists out Document ref no, doc title, due dates, author etc - there's about 40 in total.
I have set up a "Search" Userform with CommandButtons on which are labels with the doc ref for each document.
I have then created another "Information" Userform with text boxes for all the pertinent information appending to the document. This Userform has a VLookup to go into the spreadsheet and pull all the information associated with a particular doc ref no.
Question: I would like to use the same Information Userform for all the document refs. I would therefore like the VLookup Value to equal the label name from whatever button is pressed on the initial search Userform. Is this possible?
I have managed to do this for one button, but trying to get it to work for multiple buttons baffles me.
For example if I haven't been clear. If I click on the button labelled Document 1 I want the form to drag all the info for document 1, and the same form to do the same thing if I click Document 2 and 3 and so on.
I have List 1 which has 2 workflows. Created workflow in 2010
Workflow 1 triggers when item created
Workflow 2 triggers when item changed
Workflow 1 copies list 1 item to another list, send email & updates a field in List 1.
The issue i am facing, when an item is created Workflow 1 is triggered and because i am updating a field in List 1, workflow 2 is getting triggered. I don't want the workflow 2 to run when i am updating an item in list when creating an item
But when i create the same workflows in 2013 it works fine.Workflow 2 does not get triggered when creating an item.But cannot use 2013 workflow as it does not copy attachment from one list to another
i want to update the status in list 1 to "Sent".But don't want the change item Workflow 2 to trigger.
Any help suggestion?
The simplest solution would be to add a hidden checkbox.
This can be done by turning on "Allow Content Type Management"
In the browser, go to the advanced settings screen for list 2. Turn on "Manage Content Types." Then Editing the default Content type in that list (the first one under content types on the list main settings page). Next add field to content type. Select "Yes/No" set default to No then save. Next go to the advanced settings for that field and set it to Hidden.
In Designer edit workflow 2. Add a stage to the beginning of the workflow that checks the newly created field. i.e.
if isSent is equal to No
End the workflow
I have read this thread already which never answers the question, how do put a check box on a category of a categorized view. I have a view that has three levels of category's. The first category is used as a filter for the view populated by a listbox / scope variable. The next category is year and the last is document type.
Client ( filtered by scope variable from ListBox )
+2010
+2011
+....
-2015
-Insurance
Building COI
-Bank Statements
Jan statement
Feb statement
Mar statement
.....
+2016...
My end users want a check box on all levels so if they want all documents for 2015 they check the box next to 2015. If they want all Bank Statements for 2015 they check the box next to Bank Statements under the 2015 category. Or maybe they only want the one insurance document so they check the box next to the one document.
It seems I can't do this with the categorized view so what other options are available to create this categorized +/- ability and have check boxes at all levels?
Any thoughts on how to achieve this?
They I would likely approach this is I would do 3 nested repeat controls. Build it all manually and you get the most options. You should be able to get whatever look and feel that you like.
In each of the repeats you have you're button that selects all the documents underneath it. Now I'm a little unsure of the best way to "Select" the documents inside the repeat. My button would be a direct processing button. "Do This". And because I know what level it's on, using basically the same formula as the repeat control itself I can programmatically get a handle on all the documents in that category and then run whatever code I want.
My quick idea at least.
I'm looking to place my company's trailer inventory on a few free classified ad sites. Our inventory database (filemaker) can export data into an excel spreadsheet (column A-Make, B-Model, C-Year, etc.) including the URLs of the photos of each trailer.
Our dealer sites allow for bulk uploading through XML and that works great.
My problem is on the smaller free classified ad sites that have a web form that needs filled out (the example I'm using here has text fields and drop-down menus, but other sites have check boxes and radio buttons) then submitted for each individual trailer (about 90 trailers). I'm wondering how I can use the data in my spreadsheet to auto-fill the form with the information in row 1, submit it, re-navigate back to the form and repeat the process with the info in row 2 and so on. I know that I'm going to have to tailor my data and columns to fit each site (match column names to field names and change relevant data to match drop down options, etc.).
**edit Also (although not necessary) it would be nice if it was possible to have my photo URLs entered as well (if at all possible).
I've created a "test" account on http://www.horseclicks.com. Once logged in you have to click on "My Trailers" on the left and then the "add" button
user: excelhelp
pass: excel
Any takers??
This doesn't completely answer your question, but would save you some time entering the forms manually. If you know the names of input tags on the form you want to fill out, you can write a Javascript that will fill out the form for you: i.e., document.getElementById('your_name').value=Name[x]; etc.
In that example, Name would be an array that would contain a list of the names you wanted to put in the input field "your_name". You can easily turn an Excel sheet into a Javascript array by exporting to CSV and cut/paste into your code. Make it so that the value of x increases by 1 each time the script is ran.
Take your whole javascript, and turn it into one line that starts with "javascript:" and place this as a bookmark in your toolbar. Now you can go to the form, hit the your bookmark button and it will fill out the form. Hit submit, go back to the form, hit the button again...
I have a sharepoint list that uses a cascading lookup to display items from another list in the first list. I need to reset the checkbox on the item in the lookup display box in the every week beginning with a date in the "Start Date" field. Is it possible to construct a workflow in SPD to reset the checkbox every 7 days from the "Start Date"?
You can make something like a "loop" using SharePoint designer (but actually what you do is delay for a while, then modify the item AND make another instance of the same workflow run when the item is modified). The technique is described here: http://sharepointmagazine.net/technical/development/the-dog-ate-my-task-use-sharepoint-designer-to-email-daily-task-reminders