i want to try doing this directly in SP2010 designer first. I have never worked with workflow before and haven't found anything that really helped me out online.
Flow:
I go into a global team site. I fill out a form (predefined form i created with specific controls) and click submit (form is validated for input).
Workflow kicks starts sending an email to a user who is defined to approve this workflow.
Once approval is obtained, the workflow completes and creates a Team Site from the information in the initial Form I filled out.
I am sure this is simple for anyone who has been developing workflows, but again this is my first and my first time using SP2010.
Any help starting this would greatly be appreciated. I haven't really found any good examples online for something like this.
We just completed a project exactly like this. We made a list with all the fields necessary to create a site. We attached a custom Approval workflow created in SharePoint Designer and a Workflow Event Receiver. When the Approval workflow finished, the WorkflowCompleted event checked that the workflow outcome was Approved, retrieved the List Item associated to the Task, and passed that List Item to our builder class.
Related
Ok, I have a workflow built in SharePoint 2010, built in SharePoint Designer. It is set up to begin whenever a new item is created. The library is also set up to create new items based on email attachments. So the goal is for users to email the attachments to the library and the workflow takes over.
The workflow only works for me. The other people attempting to use it are listed as Full Control in the permissions. They are using the correct email address, and the library is creating the new items based on the attachments. The problem is that the workflow keeps saying error occurred.
The error says something about some columns needing different types of data, but when I email to the library it goes off without a hitch.
I am completely stumped as to what could be different about them sending the email instead of me.
Sorry I got kind of long winded, and thanks in advance for any help.
The system account is not allowed to initiate workflow on its own. There is a powershell that you need to run to enable system account to run workflow. Also try impersonation in workflow.
Here found it.
stsadm.exe –o setproperty –propertyname declarativeworkflowautostartonemailenabled –propertyvalue yes
Not sure what was wrong with it, but I just deleted it then rebuilt it and now it works. Don't think I did anything different so I'm not sure.
First of all, I have to say that I am NET developer (C#) and my knowledge on Dynamics 365 is pretty limited. Nevertheless my employer thought that I am good enough to make that thingy from post title :)
After couple of hours researching and reading, I found this video https://www.youtube.com/watch?v=6LwZLoXS6jo which address on how to create and send SMS from Dynamics. I am aware that this require me to create new Dynamics entities, at least SMSMessage and SMSMessageTemplate, but at least I found out how to do this :)
I understood everything stated there, but as i already said, due to my lack of knowledge on Dynamics 365, I got problems with (probably) basic things regarding Dynamics.
Here are those problems:
1. As far as I can tell, in order to build SMS gateway, first thing I need to do is to add new menu item inside Dynamics 365. I presume that this new menu item should reside inside 'Contacts' menu (contacts.jpg, marked with red box) but I am not sure on how to achieve this. Please note, I do not want someone to provide me with some magic solution, I just need someone to provide me with valid links that I can use to learn about this and solve my own problem :)
2. When new menu item is in place, and user click on it, I would like to open up a form for user to select SMS template that will be used and maybe setup some other values. Same again, U do not need to help me with exact code, just with some usable links :)
3. Inside that form that user will open on menu click, I would like to know how to get list of selected contacts (from grid at contact.jpg)
When I (finally) have that list of contacts, I will create SMS entities mentioned above (video link) and everything will fall in place and (hopefully) work.
I am aware that this is probably too much to ask, cause Dynamics 365 is rather complex, and people are spending great amounts of money and their time learning to became Dynamics developers, but without help, Dynamics is making me running in circles chasing my own tail :) and getting nowhere.
Also, I will be using online Dynamics 365 so bare in mind that any solution should work with it.
if any of U think that I missed or got something wrong, please let me know.enter image description here
So basically to get you started, you should:
1) Create a solution in Settings => Customizations => Solutions
2) Add contact entity to that solution (by choosing "Add existing" under Entities pane). Don't click "Add all assets" you will need only contact metadata to get going
3) Create jScript file and add a web resource to CRM (nothing really complicated, just go to web resources in you solution and click "Add new" and specify type of your web resource as jScript and target your file).
4) Now download http://www.xrmtoolbox.com
5) For now you are interested only in plugin "Ribbon Workbench"
6) Now simply choose your solution and contact - you will see command bars for contact homepage, list and form. This is pretty strainghtforward - simply drag and drop a button wherever you like, create a command using workbench and bind the button with the command (simply choose it from a drop-down). The command you are interested in is Custom Javacript. Here you specify your web resource and name of the function that you want to call. You can also specify parameters that should be passed inside your function for example ids of selected items (if you are on the list of records).
There are many approaches to fulfil your specific needs, but being able to call a custom javascript function from a button should be a good starting point, the rest is simply the knowledge of CRM SDK, so how to create an entity using API or open a form or open a web resource - everything is very well documented and you can get it simply by asking google, so I will not post any blog here, not to advertise too much. Also I's suggest downloading latest CRM SDK (https://www.microsoft.com/en-us/download/details.aspx?id=50032) - you have many sample code there, regarding plugins and some form modifications, you should also check this out.
To make it easier for you, you should refer to this "menu" as "Command bar" or "Ribbon", so rather look for "adding custom button to command bar CRM 2016" and you will be all good. Also to make a form for choosing a template, you will probably need some custom web resource, so "creating custom html5 web resource CRM 2016" should give you some good examples.
I was expecting this to be a simple thing, but I am not quite sure how to go about doing it.
Basically on the current project we are trialling YouTrack and the agile board is great, but they could do with knowing who raised certain issues in case they need to go question them further on the issue. However I cannot seem to find a simple way to display this information.
I presumed it would be a custom field of type user, but it appears that this would manually need filling in and would not just be able to be pre-populated by the user who is making the task.
So is this possible?
Currently you can view only the assigned user's name on a ticket in Agile board.
I've created a task based on your request http://youtrack.jetbrains.com/issue/JT-19118, you are welcome to vote and leave comments.
As a rough workaround, you can configure notifications on created issues in your projects.
In this way, developers will be notified about all created issues and their reporters.
For that, create a saved search (i.e created by: {Testers}), make this search visible to needed group (by clicking "Edit" on the saved search) and enable notification "on issue created" in user's "Profile". Also, user with admin permissions is able to allow this notifications for all needed users by himself(navigate to "Administration" area -> "Users" -> {user} ->"Profile").
Note, that you can receive notifications both via email and jabber.
Thank you.
I'm currently exploring some new features in SP2010, Designer and InfoPath regarding Workflows and Initiation Forms. What I want is to manual start a workflow on a existing list item, give the workflow some input values with the initiation form and then process the workflow in its whole.
The workflow is a sequential set of operations updating the current list item. No waits or other input is required. Once started it should complete immediately after the set-operations.
The problem is, I would like to pre-populate some of the initiation form parameters with values from the list item itself. The user then has the choice to change this, or leave it be.
I tried a couple of things, like trying to get a secondary data connection up and running using the query string parameter in the URL (id={id}). It looks like InfoPath and SharePoint automatically set some configuration settings, and that InfoPath is running in a cut-down version; less stuff to configure, no code behind.
Any tips, advice, solutions to my problem :-)?
Thanks in advance,
Patrick
The workflow process does not enter the init activity's codebehind until after the workflow's InfoPath Initiation Form has been submitted. There must be a way to sync the data fields of this form with those of the Association Form, based on the namespaces of the two forms, but I have not yet found exactly how to do that.
I'm looking for some clarity with regards to the use of Windows Workflow 4 in an integrated solution - specifically with regards to rehosting the designer and executing workflows created by eg. a business user.
Is the intention that the required custom activities are created and compiled into a dll, which is then deployed with the rehosted designer, allowing the business user to create/configure workflows that make use of these activities - the business user would then save the workflow as XAML, which can be stored in a location known to the application (database, filesystem etc.), and then when it is necessary for the application to execute a workflow, it can use XamlServices.Load to load the workflow from the specific location and execute it as a DynamicActivity?
How is the workflow saved so that it can later be reserialized with properties and other configuration values? I've tried deserializing a Xaml file saved out of the designer, and also using XamlServices.save().
Are there any potential issues here with using bookmarks/persistence?
As a related question, is there any easy way to "Go back" in a workflow, without defining return branches on every flowchart element? I'm looking at integrating a workflow with a UI for a user to enter responses, which the wf will process, and make decisions based on the input. Through the UI, the user should be able to "Go Back" to a previous input.
You can use the ActivityXamlServices.Load(path) to load a XAML file. It will return an Activity, actually a DynamicActivity, and you can use a WorkflowApplication to run it.
See my blog post for an exmple.