I need to create a custom workflow for use in Sharepoint 2007. The crux of it is that a workflow task will be created in SP when the workflow is started and if that task isn't complete in X minutes, an email should be sent reminding the user to complete the task.
Is there a mechanic in WF that can handle this? From what I'm reading (totally new to WF) it doesn't appear there is and I really need some external process that checks all task items regularly and notifies accordingly. It doesn't appear I can handle this solely in a WF.
Is that right?
If you're using SharePoint designer to create your workflow, then there is no easy solution to this.
But if you're make a "real" workflow using Visual Studio then the solution is something like this:
Create Task
Code (Calculate when to send e-mail)
While (Task not completed/deleted)
Listen (With 3 branches)
Task Modified
Code (Check if completed)
What else you might want
Task Deleted
What should happen in this case
Delay
Send E-mail
Code (Calculate new time to escalate)
Related
I have written a custom work flow which is registered on account entity . I want this workflow to run daily to create tasks. the workflow works fine when i register it on record created . but it does not trigger when i schedule it for every day. like after 24 hours it should trigger automatically by itself
any one can help plz
Two workflows:
Parent who runs on creation and triggers child.
Recursive child who triggers the custom workflow activity.
Parent workflow definition.
Child workflow definition. Extra validation step added to stop scheduled process on condition. Needs to be updated to your needs, of course. Status can be set to Cancelled for clarity.
Notice that the timeout is after the initial execution. This is by design to allow the custom activity workflow to run as soon as the child workflow is triggered by the parent workflow.
As an alternate answer to what #denious is offering, you can use the CRM Workflow Automation Tool. It works on both CRM 2011 and 2013.
This works different in the sense that it does not use Workflow timeouts to accomplish a daily run, rather you set it up as a Windows Scheduled Task (likely on your CRM server) and have it run everyday at a set time.
Setup is minimal and the tool allows you to specify a FetchXML query to retrieve the appropriate records and then a Workflow to execute against the returned records.
A few nice things about this approach:
You can schedule all the tasks to run at the same time (for example 6 AM daily) as opposed to it being run based on whatever time the workflow was originally initiated.
Once the workflow is run there are no lingering workflow instances just running a timeout.
No need for a parent/child workflow setup. You just need a single workflow which does the respective action.
Because it runs on the Windows Task Scheduler you can do things like omit running on weekends where you cannot do this on CRM (without additional tools/rules).
Ultimately, both will accomplish the same thing but this is just another option to consider.
Solved it after spending a week in it...
you should first start it manually by going in a record of the primary entity on which you have added your custom workflow
follow the steps below.
1) Register required steps
2) select record of the entity
3) click on the three ellipses button shown on the ribbon of CRM.
4) click on run workflow
Example
let' say my primary entity is account on which my workflow runs.
1)go to account entity
2)select a record
3)click on the three ellipses button on shown above on ribbon for every selected record
4)click run workflow
5)done
I have an internal team SharePoint site where the team posts tasks in a task list. Once the task is completed, it is marked COMPLETED. I want to create a workflow so that when I change the status of a task to COMPLETED, the task is removed from the list of team tasks and moved to a new folder/list where all the completed tasks are going to be tracked.
Now, I know I can do this easily using SharePoint Designer by creating a workflow for the team tasks and then applying an equal condition on the status. However, our organization currently doesn't have the ability to use SharePoint designer and the feature is disabled.
How do I achieve the same functionality just by using the on-site features and settings. Any suggestions? I was able to add workflow but I can seem to find the equal condition.
The most straightforward way to solve the problem of separating completed and uncompleted tasks is simply to use views based on the task status.
If you MUST move the item to a different location, you can research if Records Management features get you part way, but chances are you'll need to use a tool or write code.
I am creating a simple workflow using SharePoint Designer that triggers when a user uploads a new Document to a library. This workflow assigns a task to multiple users and then waits until those tasks are complete. Once they are complete it then assigns another task to different users and then waits until those tasks are complete. It repeats this multiple times.
This works great, the problem is that there is no Due Date on the tasks created and they would like a reminder email. Following the Microsoft Documentation I create a secondary workflow on the Task library and set a Due Date on the tasks based off of the Title and send out the reminder.
When I attempt to complete the assigned tasks, it lets me complete the task for one of the users, but after that I receive a "This task is currently locked by a running workflow and cannot be edited" message.
The sharepoint site is part of the Microsoft hosted services, so I have no controll over patches or hotfixes. I believe that it is only a WSS site, not MOSS.
I am new to SharePoint, so any fixes, workarounds, advice, etc. would be appreciated.
This blog by Wouter might clarify things for you...
http://blogs.code-counsel.net/Wouter/Lists/Posts/Post.aspx?List=c04a88a9-d138-4ac3-a2bb-b95c9fdd114e&ID=118
Also, if you are using SP 2007 make sure you have at least installed SP2.
Is there any 'out of the box' feature in SharePoint to allow you to schedule a workflow?
No there is no OTB feature to do that, but depending on the workflow you might be able to fake it.
If it's a SharePoint Designer workflow you've created that you want to run at certain intervals. Then you can make the following changes to it:
Make it run automatically when the
item is changed.
When it's done with the real
functionality then make a delay and
after the delay modify the item and
stop.
A new instance of the workflow will then spawn due to the modification
I need to add sharepoint approval to a list... and I was hoping to use the default approval process... but... I need to run some code once an item is approved. Do I have to then use VS to create a custom workflow?
I need to run some code that currently runs in an event reciever. I need to move the code to another function (as we are moving the processing out of event reciever code and now based on item approval). This code would execute after the item is approved and can be hosted as a service or .net code.
Full commented source to a state-machine based approval workflow comes with the MOSS SDK 1.5 in the samples directory.
http://www.microsoft.com/downloads/details.aspx?familyid=6D94E307-67D9-41AC-B2D6-0074D6286FA9
-Oisin