SharePoint Experts Blog

Archive for November, 2016

How to send SMS notifications from help desk with Microsoft Flow and Twilio

Maybe you have already heard about Microsoft Flow, service for creation automated workflows between different apps and services. Since now you can connect SharePoint to a lot of external services, so you can do with Plumsail HelpDesk for Sharepoint 2013/2016 and Office 365. Let’s connect HelpDesk to Twilio. In this use case, an agent will get SMS every time when a ticket has been assigned to him or her.

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Posted in: HelpDesk, Products

How to move list item attachments to DocumentSet via SharePoint Designer workflow

So, this should be a dev oriented article and I will not to waste your time to an introduction and start right now.

We will divide the workflow for tree stage:

  1. We need to create a folder in the document library
  2. We need to copy attachments from current list item to the created folder
  3. We need to change a content type of the folder to DocumentSet

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Posted in: Products, Workflow Actions Pack

How to set Item Level Permissions via SharePoint Designer (break role inheritance and assign permissions in one action)

In this short tip, I will show you a simple case with approval scenario, an example I’m a SharePoint Developer and I have to implement a document approval scenario.

But there are some nuances in the case. When a user sends a document to approve, the workflow should reset permissions for everyone except a user who has approval task now.

In this case, we guarantee that no one else could change the document after the process was started.

 Approval Use Case

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Posted in: Products, Workflow Actions Pack