SharePoint Experts Blog

How to configure notifications about new tickets in Microsoft Teams and Slack

Services like Slack and Microsoft Teams dramatically changed the way teams are communicating. To make your work even faster and efficient, you can configure notifications about new tickets from Plumsail HelpDesk for Microsoft Teams and Slack. So, every time a new ticket comes to your HelpDesk, you will get a nice reminder about it in your channel.

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Posted in: HelpDesk

SharePoint Get Items workflow actions

In the previous article, I compared Get Items by Query workflow action with OOB workflow. In this post, I would like to dive deeper and describe a few more actions and describe how they work.

We have the following actions that you can use to get items from a list:

-        Get Items by Query

-        Get Items from View

-        Get Items by CAML Query

-        Get Items by CAML Query (Many Lists)

They all starts from “Get Items” but they have some nuances of usage and actually could be useful for different situations.

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Posted in: Workflow Actions Pack

Call Rest Service via SharePoint Designer or Out of the box workflows vs Plumsail Actions Pack

Probably you are familiar that using SharePoint Designer you can consume SharePoint REST API.

The API is very flexible and allows you to manipulate items, lists and almost every aspect of SharePoint. On the Internet, you can find many articles describing how to use it and how to correctly configure the workflow.

In most cases this will be very simple use cases, I suppose this is because the complexity of the workflow increasing dramatically with number or required requests and processing data.

We are in Plumsail try to simplify things, that is why we added “Get Items by Query” workflow action.

 

Let’s have a look at the following article: Call HTTP Web Service Using SharePoint Designer 2013 (SPD)

A guy describes how to create a simple workflow which gets items from a list and log a Title of each item to the history list.

I reproduced the case and it takes almost half of an hour to create it.

Get Items via REST Service out of the box

 

After that, I installed Workflow Actions Pack and I created the same use case but using actions from Workflow Actions Pack. Of course, it took just 5 mins and the final workflow looks more clear for anyone who has to maintain it in the future.

Get Items via REST API SharePoint Workflow

 

Now let’s imagine that you need to implement more complex workflow, indeed in a production environment, I saw workflows which take 3-5 pages and it’s hard to understand their logic and I do not mention that consultant that creates it costs a lot of money.  Using Actions Pack you can save your time and your money. Moreover, Workflow Actions Pack allows you to get data from another site or even tenant, it opens new possibilities comparing with OOB workflows. 

As a conclusion, I would like to say: – “Do a smart investment!”. The product has a really good ROI.

 

Posted in: Products

Use case: How to check-in multiple files via workflow in SharePoint Online (Office365)

Let’s imagine a situation where during a day people work with documents in SharePoint Document library. To work with some document user takes it to work and mark it as check out, but at the end of the day, every document should be checked-in back.

Below you can find an example of a small workflow which gets all documents in check-out status and does check-in for each one. 

SharePoint Check-in documents workflow

I used Get Item by Query workflow action with the following configuration: 

Get items by query - SharePoint workflow action

Please pay attention that I used “client.svc” endpoint to get the data and expand File property to get File/ServerRelativeUrl

To check-in a document I used Check-in Document workflow action.

To run the workflow each day you can use Workflow Scheduler

 

 

Posted in: Workflow Actions Pack

SharePoint workflow: Copy list item with attachments across site collections

In this short post, I want to describe Copy List Item workflow action.

We are trying to simplify common actions that our users will be happy to work with SharePoint.

So as an example of this philosophy, please have a look at the sample of usage: 

 

On the example, above you see the basic of usage the action, but you can open properties window of the action to see advanced options. To open the properties window please right click on the workflow action and select properties.

 

Please pay attention that the action allows you to copy the item cross-site as well, also it can copy attachments, for this, you need to turn on Copy Attachments option. Also, you can save the ID of created list item, the option can be useful if you want to send a link to the list item by email or maybe save it anywhere, for this you can use List Item ID variable. 

 

 

Thank you for your time, please feel free to comment the post.

Posted in: Workflow Actions Pack

New version of Workflow Actions Pack for Office365

I’m happy to announce that new version of Workflow Actions Pack for Office365 is ready.

We have fixed a few bugs and added lot new actions, please find the list below:

 

Workflow Actions Pack it is a no-code solution that contains more than hundred workflow actions for SharePoint Designer.

Using it you can create complex workflows to automate your business processes.
The full list of workflow actions you can find in Documentation.

 

 

 

 

Posted in: Products, Workflow Actions Pack

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