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Archive for Workflow Actions Pack

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.

Read more…

Posted in: Workflow Actions Pack

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

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

  Read more…

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

Read more…

Posted in: Products, Workflow Actions Pack

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