I've just started to look workflows in 2010 which seem pretty good but I can't find seem to find out how do something very simple.
Basically I'm creating a lost property list and workflow, essentially anyone can add a new item to the list for an item that they've found. Next anyone can make a claim on an item in the list which should then email the admins where they can investigate and close claim if the rightful owner has claimed their item.
Should be very simple and would take me no time in .net but not in SharePoint! Any suggestions on how I could do this?
I've been looking at SPD workflow tasks and not really getting anywhere. My next step is to go into VS2010 but this seems overkill for such an easy task.
Thanks
Dan
what is your intention to allow someone to "claim?" are you intending to enable a "claim" as just a flag and a workflow sending emails to the admins?
Create a Yes/No field Claimed with the default value set to false.
Create a SPD Workflow that would start OnItem Create.
In this workflow add an Action that waits till the Claimed Flag is set to true.
Then you can send the email to the administrator (also with an SPD activity).
Optionally you can delete this item from the list after a period of time.
Based on my understanding of your question and the fact that we tried something similar a while back, I have created a blog (my first blog entry!). Below is the link, feel free to leave comments;
http://sp10tech.blogspot.com/2010/10/creating-simple-workflow-using.html
Alternate Idea;
Maybe use two lists. One for items lost and one for claims. This way you can have multiple claims on each lost item. Add a field that references the claims list so the user can select it. Then simply have the administrators use a out of the box alert mechanism. No need for elaborate work flow.
Related
Objective: Create a Workflow that Rename a Document in the Library.
My Document Library is in a sub site, is a child. This library have two lookup columns, and they refer to a list in the main site, the parent. That is, a library that have lookup field a list in other site. These lookup field, I will use to rename a file.
Problem: in my worflow every action that use [%CurrentItem:LookupField%], it does not follow. The workflow stops. Fail.
I can't understand the origin of that error.
Any information will be helpfull.
Workaround: Use REST CALL as you can see in the know issue. http://office.microsoft.com/en-us/help/sharepoint-server-2013-known-issues-HA102919021.aspx?ss-src=featuredhelp&ss=3f1a5755-0dad-4a34-8758-904329f5e4c9
It's a know issue, as you can see in the o365 forum.
community.office365.com/en-us/f/154/p/206482/754001.aspx
Know issues of SPD 2013:http://office.microsoft.com/en-us/help/sharepoint-server-2013-known-issues-HA102919021.aspx?ss-src=featuredhelp&ss=3f1a5755-0dad-4a34-8758-904329f5e4c9
Workaround: Use Rest Call Action.
I need the title, that is in my lookup field, but my workflow cant get this information. No if this lookup field is looking for a list in other level site.
So I will use REST CALL to my library, and get THE ID of my lookup field, and then i will do other REST CALL to that list, using the ID, and it will return my title of this item. :D
Looks easy #_# but i am not sure how to do a rest call from the workflow D:
I failed #_#... Now when I have to request something in other list, i got "Unauthorized"... really? D:
FINAL SOLUTION: We did it... You have to set app permissions for your workflow. you Can see how do it here: http://msdn.microsoft.com/en-us/library/office/jj822159(v=office.15).aspx
Don't forget: If you want to access a list in a TOP level site (main), you have to set this permission there, in the top level site. Why i am saying it? because, I set this permission on the same site where my workflow started, so when it wanted to request something in the main site, my request fail. So pay atection when do it. :)
If you have problems, count with me. \o/
How do I create an activity feed rule that writes an auto post on the Record Wall of a case when an email is automatically assigned (made Regarding) to that case because of its tracking token?
Our users are having trouble realising that there is something new to look at in the case and this would go a long way to preventing them from missing an important event.
EDIT:
These solutions have already been considered
They don't want follow up tasks.
The email is already displayed in a grid on the case
They don't want more Queues to check.
They don't want more emails to deal with.
This user is recalcitrant to say the least...they only want a note to appear on the record wall of the case.
To accomplish this with little/no coding, you could:
1) create a task or other activity that would show up on the activity feed. This is easily accomplished via workflow.
2) display the email/other activities in a grid on the case.
3) also set up queues to handle this.
4) send an email to the owner of the case when an activity gets appended to it.
There are a lot of options to resolve the issue of notifying users that their case has additional info.
EDIT:
Your comments are accurate and well received. Can't you do something as simple as create a workflow that will create a post when an email is created and/or when set regarding field changes. Then you can check within the workflow that the set regarding is for a case or else cancel the workflow. Within the post record, set the type to auto and the regarding to the same regarding as the email. (I was unable to get the record wall part working in my local VM, so I assumed that any post record regarding the case should show up in the case, but I couldn't test that).
I am wondering if it is possible to have a custom form in Sharepoint 2010 where I am able to add/edit a calendar event and access the attendees list that is normally visible on the workspace page.
I assume that perhaps I need to at least hard code a workspace to be selected as I believe attendees need to be assigned to a workspace.
Open to suggestions as I'm new to Sharepoint but seems crazy having to create or link to a workplace for each event.
Greatly appreciate any help.
#WashBurn not sure if this what you are looking for. Goto your calendar - list settings. goto the "Content Types" section. click the content type...should be event. from there click "Add from existing site content types " and attendees should be in there. hope that helps!
There is a simple (unfortunately not intuitive) way to achieve what you are trying to do.
click on list settings for your calendar list. You will see about half way down a section called content types.
![enter image description here][1]
Click on the event content type (which should be there by default.
this takes you to another similar screen where you can simply add the attendees column.
Once you know that attendees are part of an event it is then intuitive.
Hope this helps.
This is one of many nasty little things that come up when you try to build your meeting management on SharePoint. Other very common problems include integration with any e-mail client, first of all Outlook but not only, sending meeting requests from SharePoint and handling the respoded attendee's status...
The SharePoint calendar e-mail extension is a third party solution that might solve your problem.
Here is the link: http://www.sapiens.at/en/products/pages/sharepoint-calendar-e-mail-extension-3.0.aspx
Every SharePoint list (wether it's document library, calendar, lnks or custom list) have both a Create Form, Edit Form and a Delete Form. Each of which you through SharePoint designer can create your own custom versions of, in your case, this is needed to edit a Calendar List item with its associates/attachments.
Read one of Microsoft's own guides on how, here
Although this is a very old post, i just ran into the same issue and figured out a way to solve this issue.
Simply go into the Content Type 'Event' and add the Column 'Attendees' :)
Then you can also use the attendees as input for a workflow, e.g. to notify them on Event creation/update. i attached two Screenshots to show how you can do that using SharePoint designer!
With this phrase you can add the Link to the Event into the Mail Body:
[%Workflow Context:Current Item URL%]
Hope that helps other people in the future.
I believe I have the solution we are all looking for.
Create a standard event calendar (the one that does not have attendees)
Add the 'Schedule and Reservations' content type to the calendar from the list settings page
Modify the 'Calendar' view so the filters read
attendees is equal to me
OR
attendees is equal to
The second entry is completely empty but allows SP to match for no attendees
You can add more columns with OR statements if you need to be sorting based on additional groups
This worked for my needs, hope it works for everyone else
We have a list with 1000+ phone numbers in it. This list is sorted in a specific order by due dates and other criteria. This order is very important and needs to be maintained in the solution.
We have a group of callers (roughly 4) that will be calling the numbers in this list in the order they are sorted by. These callers are to be presented with one list item at a time, via an InfoPath form, and once they make the call they will update the list item and be presented with the next list item dictated by the sort order.
Here's the problem: This would be very easy with 1 caller but with 4 callers we don't want them calling the same people more than once. So they need grab the next list item off the top of the pile that isn't already taken by another caller.
Is there a way to build a webpart (remember without Visual Studio unfortunately) that as soon as it loads would find the first list item that is unassigned and assign it to the current user?
We could accomplish this whole thing manually of course by having an admin assign all the calls each day with a large copy/paste in Datasheet View but automatic would be soooo much better.
I will mention that I DO NOT have Visual Studio so I don't have that as an option here. But I do have SharePoint 2010, SharePoint Designer 2010, and InfoPath 2010.
I hope this makes sense and any ideas, thoughts, approaches would be greatly appreciated since I've run out! Thanks!!!!!
You can develop SharePoint web parts using Visual Studio Express, but its a bit harder as you miss some of the tools that make your life easier like WSPBuilder etc.
SO - Building webparts with Visual Studio 2010 Express
Another alternative would be to use javascript client side to access SharePoints Web Services via SPService - then nothing more than notepad is required.
You're really using a wrench as a hammer with either of these approaches though, so I've got to say - how much do you value your time at? ;)
I can offer a very bodgy alternative; presuming all the items are added piecemeal (not in the same second). You could add a calculated column to assign each item at random on addition, using the following formula:
CHOOSE(MOD(SECOND([Created]),4)+1,"Operator1","Operator2","Operator3","Operator4")
I suggest a workflow that is assigned to listItem's edit; that when a caller edits its extra field like "Operating(bool)" after the calling workflow completes; the item is disabled somehow.
Only overhead of this is a caller needs to edit the item every time.
But the easy part is a listviewer webpart (oob) can be used just with a default view setting like "Operating" field is "false" only.
This is simple. On form load, instruct the form to update a status field to (let's say 'assigned') and automatically resubmit the form back. Your infopath list that pulls in the next number to call would need to exclude any that are in the assigned status. You'd also need to re-query your data connection to refresh the list each time before a call is made to grab the next available. Once the caller is finished, they can click a button that submits the form, clears the status field and closes the form.
Yo can also pull in the active items into an infopath form using a secondary data connection. There is a way to use the insert hyperlink into the form field, and make any of your fields a URL hyperlink directly to the individual item. Although you'd have to have the URL epsaved in a field in the form the item was created in. That's easy to do, you can just con at the URL with the form name.
Can I alter the Alert system in SharePoint, I want an email sent to different people based on what buttons are selected in a list.
I think the answer to your question as far as I can follow it, is that you can do it by triggering a workflow when list items are created.