I have a SharePoint Designer workflow like the following: (just an example)
If ActionId equals 1
Email InfopathForms:Customer Email
Sometime later, it changes itself to the following:
If field equals 1
Email InfopathForms:
Where the field ActionId is lost and the Customer Email is lost too. Also in the email body, all the Lookup fields are also lost...
Has anyone had this problem before...?
This has happened like 6-7 times already... If anyone know a solution to fix it please let me know... much appreciated!!!!!!!!!!!!!!!
And is there some way to backup the workflow...? So I can easily restore it after it resets itself..?
sharepoint designer is not the most useful tool for developing and deploying workflows. I have not experieced this problem. Somthing simliar when two dev's were attacking the same list with sharepoint designer. could this be your problem?
I've noticed similar symptoms when variable names change... Is your InfoPath form changing? Or are the promoted fields changing? If so, I would expect this behavior. Simple fix is to update the variables in the workflow step, and then leave the InfoPath form alone. :D
We have the same issue.
I found that the lookup fieldname in the xoml file is diffrent if you re-link (pick) it.
An example: FieldName="WFOrder_x0020_Type" after re-link it is FieldName="WFOrder_x0020_Type0"
<ns0:LookupActivity ListId="{}{8FC10225-9397-4F5A-88B6-FE4C37A44970}" x:Name="ID645" FieldName="**WFOrder_x0020_Type**" LookupFunction="LookupFriendlyString" __Context="{ActivityBind ROOT,Path=__context}" ListItem="{ActivityBind ROOT,Path=__item}">
I open the xoml file in textpad and edit all the fields by adding the zero into the fieldname. Saved it and my workflow is working again.
Just to clarify, I did modify the InfoPath form and published it, where after my workflow lookup fieldnames got messed up.
Related
I just took over this entire sharepoint project over from an ex-staff and I am supposed to bring his entire nintex form over to another site. However, I do know any methods or functions to do so.
This form in particular is a nintex form, that upon submission, would consolidate all responses into a custom list which can be then be exported into excel format.
The workflow works where after each submission of the form, an email will be sent to the moderator.
I am extremely new into sharepoint and I do not know all the correct terms so please guide me well.
Good morning.
In order do do this, Nintex Workflow and Forms, both have an option of export/import, as you can see:
So, after the export you will get a file with the extension .nwp(Workflow) and .nfp(Form). Then, in the other site that you refer, you just need to create a Workflow or a Form and select import with that file.
Note: If you are new in Sharepoint/Nintex, notice that any List, Document Library, etc. where the form/workflow is associated will need to be as it is, in the old site, otherwise you'll need to make some changes to the Workflow or Form to include the new site information, such as list column names (per example).
I hope that this answer could help you, have a nice day.
Clearly I need to edit my question.
If I'd like to create a process, a process for registering and handlig some kind of event inside an organisation, where you first register this event, by giving it a title, and some other properties (date, description etc), then this event should be handled in some ways, this will be done in several steps in order to resolve this event. What would be the best way to do this? I'm not looking for an answer in code, just a keyword for what this could be called, or a guide/tutorial, or a link to something similar.
All help is appriciated, if u don't understand my question please tell me, and I will try to elaborate.
Since you tagged this SharePoint, I assume you have a SharePoint site set up already. On that site, you want to create a list (either a calendar list or a custom list; try both and see which option has more columns you'll use, then add/remove columns until you're capturing all the data you need). Then you want to create a workflow (or workflows) that run on items created in that list. Workflows created in SharePoint Designer can do everything you're asking, from sending automatic emails to changing fields in your items. Googling "SharePoint workflows" will start you down the road to developing your solution.
I am facing problems with Refinement Panel in SharePoint 2010.
Please find below the issue:
Suppose we have Following refinement Custom Values as - Custom1, Custom2, Custom3, Custom4, Custom5. And then suppose Custom1-5 have things coming from Managed Properties.
I have uploaded adequate number of documents into the system. Now when I click on one of the values under Custom1 then filtering is done properly...and it shows Custom2, Custom3 if there are any document. I click on values under Custom2 and I could further drill down and get more specific results. All this is default functionality by SharePoint. I have not changed anything here.
But sometimes SharePoint is behaving strangely. If I click on one of the values under Custom3 (or Custom4, Custom5)...then all other filter options are gone. Only Custom3 and the value I clicked to select are shown. I know that the documents in this particular category have Managed Properties which exists under Custom1 and Custom2, yet those are not seen.
My client is after me saying that this is a bug, can anyone help me regarding the same. Am I doing something wrong is this is BUG/FEATURE by SharePoint. If it is a bug or feature please do share with me some document by Microsoft or others mentioning the same. I Googled a lot but could only find ways to use Managed Property etc with Refinement Panel.
Thanks.
Nitin
Its simple...just change the Threshold Value from 5 to 1. I did not know and wasted so much time running around. I hope this question may save some time for someone else.
I have stumbled across another problem after doing a successful migration. On one of the list, there are some missing fields when you go to edit an item. these same fields show up when you go to view an item. I do not recall hiding any fields and with with only two of 25 fields not showing is puzzling. Any ideas in the programming world as to what may have taken place?
Are you migrating code from 2007 to 2010? If so, you should look at these views in SharePoint Designer. You should have the ability to create a new View (with the desired fields), make it default and omit the older view.
I am guessing that the 2010 upgrade is a red herring and in fact whaat has happened is that
You've modified the edit form using SharePoint Designer (SPD) thereby 'fixing' the fields to those in place at that time.
You've later added some extra fields.
These will appear on the View as that wasn't edited and 'fixed' but not edit.
Situation:
A custom "Master Document" content type inherits from Document
The "Master Document" content type has five additional choice fields
There are five custom "Document Template" content types that inherit from the "Master Document" content type
Each of the "Document Template" content types uses a different Word document template (.dot) file
Each of the "Document Template" content types have been added to a document library
Problem:
I click on a document in the library
Document opens up in Word 2003 for me to edit
I make some changes and save
A box pops up called "Web File Properties". The window contains all of my custom metadata properties and the ContentType field. The ContentType field is set correctly to the current content type. The other fields are reset to their default values. This same window can apparently be opened by going to File -> Properties
This window by itself would be fine except for two reasons:
It includes the ContentType column
All of my custom metadata properties are visible but are reset to their default values instead of whatever values were previously selected. This means, every time the user wants to save the document, they have to remember what properties were tagged and set them back.
Question:
Can I disable this Web File Properties box?
If no... can I get the fields that show up to be populated to their correct values?
If no... is there a way to disable my fields from displaying in this window?
If no... is this a SharePoint page that I can modify?
***Edit with some more information***
It looks like this only happens in Office 2003 and looks like it affects Choice fields. If I create the same column as a Lookup field, it seems to work.
Edit again
Looks like if the lookup field is a multi-select field then it will not show up in the Web File Properties box at all (single select lookups still work).
edit 10/14/2009
Link to the KB Article mentioned below by Brenda:
http://support.microsoft.com/kb/971500/
This is more of a workaround rather than an answer but I figured I might as well put it here in case it helps someone else.
It seems as if these issues with the Web File Properties box is specific to Office 2003. The issues I reported above seem to be fixed in Office 2007.
If you want to get it working in 2003 and you have choice/lookup fields in your Document content type, here is the summary:
Single select Choice fields DO NOT work
Multi select Choice fields DO work
Single select Lookup fields DO work
Multi select Lookup fields DO NOT work
FYI - I want to CORRECT my previous post. The fix DID FIX my problem after I deleted my internet cache. Works PERFECT now. Here is the KB you need: KB971500 I can email you the fix if you can't find it. The notes in the document do not describe the problem exactly as I would have, but it was the fix for my case.
bhartson#lbrealty.com
We have the EXACT problem. I've opened a case with Microsoft back in February and they were able to finally duplicate my problem.
I have been kept informed and told that my fix would be available with the JUNE cumulative upates. I just received a specific hotfix from my Microsoft rep and applied it and it still did NOT fix my problem. I am hoping he gave me the wrong one and has the real one to send me.
Thanks for your post. I'm may try some of your suggestions above but I just want Microsoft to fix this. We can't upgrade to Office2007!
Thanks.
man, this was really killing me, I spent an entire day recreating document libraries and all sorts of content-types and variations of my excel template before I figured this was a bug... At least MS has a little hotfix request thing now... they're going to send it to me I guess :\
I didn't test this in excel/office 2003 and really botched a presentation of our little workflow... embarassing... always test with the app & environment people are going to use!!!
thanks for the KB article number