I am using SharePoint Foundation 2010 and have a requirement to make a database entry to our database for document creation. I need to find a way to get all SharePoint Groups associated with the document when it is created. Is there a way to do this through a workflow?
Thanks!
Probably you can create custom Sandbox action
http://msdn.microsoft.com/en-us/library/ff798499.aspx
Related
I want to query the list to get some information of particular ID but some actions are missing in SharePoint Designer 2013. I want following actions in SharePoint Designer.
But what it actually looks here in my screen :
I could not see Dictionary and HTTP actions in designer. I am new to this. Let me know if you have any suggestion to display these actions here.
Thank you in advance.
The workflow you created is a SharePoint 2010 workflow without OOB actions like call HTTP web service and etc. What you need is a SharePoint 2013 workflow. You have to set Platform Type to SharePoint 2013 Workflow when creating a new workflow.
If there is no SharePoint 2013 Workflow option under the dropdown menu, you have to configure workflow manager to get it. Reference: Install and configure workflow for SharePoint Server.
All,
I'm new to SharePoint, and I was wondering if there was a way to have a group of users complete a task (perhaps a form that needs answered), and then have that form, or the answers given in that form, be sent to another group of users to look into and follow-up on? Perhaps it could be moved to a specific folder?
Google hasn't turned up much of anything in the way of clear answers.
The mechanism you are mentioning is like a SharePoint Approval workflow or an approval flow.
Just like teylyn said, you can choose SharePoint Designer workflow or Power automate depends on the version of SharePoint you are using.
How to determine the SharePoint version I am using.
And SharePoint has its own built-in approval workflow template for directly use. It is a bit old but easy to configure and ready to be used.
An example for SharePoint designer 2013 platform approval workflow here.
2010 Platform approval workflow
One thing just for your notice, there are two different types of workflows, 2010 platform workflow and 2013 platform workflow. You can create a 2010 platform as long as you installed SharePoint Designer. However it is needed to install and configure workflow manager to use 2013 platform workflow.
Flow tutorial here.
Hope to be any help.
In SharePoint Online, you can use Power Automate to create business logic workflows, using fields in a SharePoint list that store the current status of a task and information like next reviewer, etc. The Power Automate flow can be either triggered by a button in the form (in which case you would want to design the form with PowerApps) or whenever the item in the SharePoint list is modified.
In SharePoint on premises you can create SharePoint Designer workflows to achieve the same thing.
I was wondering if is it possible to retrieve Office 365 directory information (i.e. security group membership) from SharePoint online programmatically (for example through a workflow custom action)?
By the way, I am not looking for retrieving Sharepoint group membership information.
I know the custom development is pretty limited with SharePoint online since the code has to run as a sandbox solution. Is there any web service or any another solution available?
I have been looking for information about this matter but I could not find anything so I guess there is no way to do this.
In our case there is an active directory synchronized with office 365. So we will use a powershell script to read data from AD and update a sharepoint list every day.
Then we will be able to use this data from custom code (like a workflow custom action).
I have successfully setup CRM and SharePoint for document management. But when there is already an folder in sharepoint 2010 library which CRM would like to create, it asks if I want to hook this entity with this folder.
My question is: is it possible to disable this question and automatically hook existing folder with current entity?
If you create the document location entity record in CRM prior to SharePoint process it won't ask the question. You need to find a business process when to create the document location entity record.
From SharePoint experts, I would like to know if following is possible in SharePoint 2010:
Can we send an offline form (word/excel format document) to SharePoint server by email so that it goes in document management system and undergoes an approval workflow. This feature could be used by users who have only email access and can't access SharePoint portal.
Yes this is a built in feature in SharePoint 2010. You have to enable it in central administration. It is not a simple tasks however. There is a lot of configuration that needs to happen on the server. The documentation is here.