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IT Professional Reviewer's Guide for SharePoint Server Download this guide as a PDF document. SharePoint Server Preview. INTRODUCTION. MICROSOFT SHAREPOINT SERVER has improved and changed dramatically over previous formats, such as PDF, HTML, or JPEG. SharePoint developer roadmap. 1. CHAPTer 2. SharePoint development practices and techniques. CHAPTer 3. Server-side solution development.
This will make it easier to get to the results in a later stage of the workflow. The variable listItems is a dictionary type variable that, at this point in the workflow, should contain the items retrieved from the SharePoint list.
Lesson: Creating Custom Workflows with SharePoint Designer 2013
Note that the Count Items in a Dictionary action creates an output integer type variable named count. We'll use the count variable to limit the iterations in a looping action that will be added in a later step. The index variable will be used to access the individual items in the listItems dictionary during the loop.
A separate action will be added later in the workflow to increment the index variable so that it can point to the next item in the dictionary. SharePoint dictionary items start with an index of 0 so by setting the variable to 0 you can access the first item with the variable.
Renaming the Loop container is optional but it does make the workflow more readable. You have to have parentheses around the index number that will be used to select a specific list item from the list. Later steps will increment the index for the next iteration of the loop. The item variable will store the current list item during each iteration of the loop.
For the lookup field we are entering the SharePoint column name that has the data you want in the list item. For this example we are using the Title column but we could replace that with any column we want from the list or library. The itemTitle variable will store the current list item's Title that we will write to the Workflow History List in next action.
The output variable from this action will be used in the next action to increment the index for the next iteration in the loop. Setting the Workflow status is optional but it is a useful way to output where the Workflow is in processing actions.
Sign In Search. Previous Lesson: Content Approval. Lesson Goals Learn about workflow basics. Learn how to run a workflow. Learn how to view a workflow's history. Learn how to add Actions to a workflow. Learn how to add Conditions to a workflow. Learn how to add parameters to a workflow initiation form. Learn how to create a Site workflow. Learn how to use a Looping container in a Workflow. Workflow Basics Workflows are a popular way to perform automated work in SharePoint.
Custom List Workflows SharePoint Designer is a perfect tool for creating custom workflows for lists and libraries. Create a new custom list in your site named "Workflow Demo". Click the Settings menu and choose the Add an app item.
Click the Create button to complete creating the list.
Type "Colors" in the Column name field and select Choice for the data type option. Click the OK button to complete creating the column.
Type "Workflow Output" in the Column name text-box field. Click the OK button to create the column.
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Open SharePoint Designer and then open your team site in Designer. Leave the workflow open in SharePoint Designer for the next walk-through. The following is a grouped list of Actions available in a default installation of SharePoint Server for the SharePoint Workflow platform The SharePoint Workflow platform has similar but different list of actions: Click the Action drop-down button from the Workflow tab toolbar and select the Log to History List action.
Click the message link inside the Log to History List action added from the previous step. Type "Hello from workflow" inside the text box field. Hover and click the orange bar below the Log to History List action. Click the field link inside the Set Field in Current Item action. Choose the Workflow Output field from the drop-down list. Click the value link inside the Set Field in Current Item action.
Hover and click the orange bar below the Transition to stage section of the Workflow Stage container. Type "Go" in the text box that appears when you start typing and press the Enter key to have SharePoint Designer insert the Go to a stage action. Click the stage link and choose End of Workflow from the drop-down of the Go to a stage action.
Click the Publish button in the Workflows tab toolbar to publish the workflow to our SharePoint site.
Switch back to the browser window and click the Workflow Demo link in the sites Quick Launch menu. Click the new item link inside the list. Type "Item One" for the Title field and click the Save button. Click the ellipsis button to the right of Item One and select Advanced and then Workflows from the drop-down. Verify the workflow actions outcome.
Note the value here is the default title of the stage which can be changed.
Creating a workflow by using SharePoint Designer 2013 and the SharePoint Workflow platform
Verify the Workflow Output column has the text we wrote to it through the workflow. Verify the Workflow History area has the output from our workflow action and the Internal Status field shows Completed.
SharePoint Designer provides the following conditions for use within custom workflows: Workflow Conditions The following walk-through will show you how add stages to a workflow and use Transition to stage conditions based on the list items color value.
Rename the existing stage to "Decision Stage" and create 3 new stages, one for each color choice in the Workflow-Demo's Colors field, and name them accordingly.
Click the Stage 1 text in the top bar of the existing stage in the workflow. This should change the field into an editable field. Type Decision Stage in the editable field and press the Enter key. Repeat the previous step twice more until you have 3 additional stages to the one you started with.
The new stages should have default names Stage 2 , Stage 3 and Stage 4. Add a Go to stage action to the Transition to stage areas of the newly added stages.
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Hover and click the orange bar below the Transition to stage section of the Red Stage container. The design view of the workflow should look similar to the following image at this point.
Add a Log to History List action inside each of the color named stages. Hover and click the orange bar above the Transition to stage section of the Red Stage container.
Type "Log" in the text box that appears when you start typing and press the Enter key to have SharePoint Designer insert the Log to History List action. Click the message link and then click the ellipsis button next to the editable field to open a string builder dialog. Type "The color of" including a Space after "of" and then click the Add or Change Lookup button below the field. Type "is Red! Repeat the previous steps to add a Log to History List message to the Blue Stage and Green Stage changing to message to reflect the color of the stage.
Add conditions to the Transition to stage area if the Decision Stage that route the workflow to the appropriate stage based on the items color value. Hover over the Go to End of Workflow in the Decision Stage and click the down arrow icon that appears and choose Delete Action from the menu list.
Type SharePoint Designer in the search field. Click the link for "SharePoint Designer ". Read the overview, system requirements, and installation instructions.
Make sure your system is compatible. Select your platform type: bit x64 or bit x86 as shown in the figure. Follow the instructions to install SharePoint Designer Enter the SharePoint site that you want to connect to. Luis Kerr. SharePoint WCM Advanced Cookbook SharePoint Server includes new and improved features for web content management that simplify how you design publishing sites, and enhances the authoring and publishing processes of organizations.
Designing and Architecting Solutions Determine the best design for your SharePoint implementation by gaining a deeper understanding of how the platform works. October 6th, by Luis Kerr. Leave a Reply Cancel reply Your email address will not be published.
Follow Us: This is a great theme and I've used it a few Hi Luis, How do i tweak the code Very well presented. SharePoint is easy to learn in terms of Mauricio C Porto says:. Dear Sr. Sam, none of the themes work with SP Popular SharePoint T-Shirts.
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SharePoint Fest. See More SharePoint Events. Poll What CMS do you use for your public-facing websites?Click the Publish button in the Workflow tab toolbar to save and publish the new workflow to SharePoint.
What is a SharePoint workflow? A separate action will be added later in the workflow to increment the index variable so that it can point to the next item in the dictionary. SharePoint dictionary items start with an index of 0 so by setting the variable to 0 you can access the first item with the variable. The new stages should have default names Stage 2 , Stage 3 and Stage 4.
Click the item by name or path link in the new Get an Item from a Dictionary action. A team of well-known Microsoft MVPs joins forces in this fully updated resource, providing you with in-depth coverage of development tools in the latest iteration of the immensely popular SharePoint. Penelope Coventry Published Year:
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