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Archive for Workflow Actions Pack

Nintex Workflow alternative

Nintex Workflow for Office 365 is a good platform for workflows automation. It provides the set of handy workflow actions as well as friendly workflow designer. But it is not the only option on the market. I want to present you another solution called Plumsail Workflow Actions Pack.

As I’m a member of Workflow Actions Pack team, I’m not pretending to be an independent party. But as a person passionate about SharePoint and workflow automation, I will try to provide you my fair vision of abilities of both products. This article is actual for Office 365 platform, but both products have On-Premises versions.

Lists of workflow actions for both products:

I’m not beginning from the prices as I want to provide information about the products before estimating them from the point of view of the budget. I will cover it at the end.

I have divided the article into the parts. If you are bored by so long post, go to the conclusion and decide what to read. Read more…

Posted in: Workflow Actions Pack, Workflow Scheduler

Workflow Actions Pack Update v.2.9.0

We are glad to introduce a new version of the Workflow Actions Pack. Below you can see the list of the new features, which were added to Online version.

Send email with attachment

Send an email with attachment – we have made it as simple as it can be.

Send an Email with Attachments

In that case, to send emails will be used our SMTP server.

Together with that for advanced users, you can configure the action for your individual needs and requirements.  

Send an email with Attachments advanced properties

Another amazing feature it is AddItemAttachment. If the option was turned on and workflow works on the list item it will automatically add list item attachments to the email.

Moreover, if the workflow runs on a DocumentSet, it will add all documents from a DocumentSet to the email.

 

 

Copy/Move documents and document sets

We completely rethink the conception of the copy/move workflow actions.

So the basic idea it is minimalism.

As you may see, we added Copy Document Set workflow action, which also can copy all properties.

 

Posted in: Workflow Actions Pack

SharePoint 2013 Designer and Workflow Tips, Tricks & Traps

In this article, I want to share my experience working with SharePoint Workflows via SharePoint Designer. Sometimes it may be very painful, but I hope after reading the article you will not step on same rake.

Do not log Dictionary variable to Log to History

This is very common issue, your workflow just stuck in started state with following error:

Retrying last request. Next attempt scheduled in less than one minute. Details of last request: HTTP InternalServerError to https://plumsail.sharepoint.com/sites/Test/_api/web/lists(guid'04dc3f6a-968e-4ce0-a7cc-10949dfb15db')/Items Correlation Id: f54b9d7e-5242-1408-b066-5239a7b01c0a Instance Id: 967e7b1b-96cd-4fbf-b6d4-4df91199831b 

Invalid text value.

A text field contains invalid data. Please check the value and try again. 
Retry now

It occur because your data is too big. This workflow action can display limited number of symbols. Otherwise such error occurs. As a workaround, you can use Send E-Mail with Attachments (SMTP) instead of log to history.

If you send dictionary by email you can receive it’s structure in JSON format. It is very helpful to understand the structure.

Read more…

Posted in: Products, Workflow Actions Pack

How to Start SharePoint 2013 Workflows on Selected Items

This blog post appeared as an email response to one of our clients, he described very common use case where you have two libraries of documents, the first library where the users works with draft documents and the other library which is stored the final versions of documents. In this case, users want to be able to select finished documents and move it in one click.
Oblivious solution for this is to use a workflow that will move documents to the final document library. But there is one question how we can start the workflow on selected list items? When I was thinking about the answer to that question – I realized that is not as trivial as it seems, because list level workflow can be started only on singl document. How to start multiple workflows on selected documents? In the article, I will describe how you can implement such solution.

I divided this article into three main parts:

  • Get selected items via JavaScript;
  • Start SharePoint 2013 workflow from JavaScript;
  • Add custom button to the list ribbon

Before we start, I want to show what we will get in result. On the figure below you can see the custom button on the ribbon, which will launch a workflows on selected documents.


Read more…

Posted in: Products, Workflow Actions Pack

Deploy custom SharePoint 2013 workflows with site template

It is common scenario when you did some customizations, saved site as template and want to reuse it in SharePoint 2013. Such site templates can include workflows with custom workflow actions. Unfortunately if you save site with custom workflow actions as template and then try to create new site you can receive such annoying error:

Microsoft.Workflow.Client.ActivityNotFoundException:The activity named 'WorkflowXaml_988fe3c3_dc3e_47a9_8ff3_c912c82eb56d'from scope '/spo/216722f1-1dc0-4c6d-aafd-86b12ef60a14/1f87e1ae-da77-44d4-92d1-502507b5f2d4/34ceaf02-5217-46be-a307-e09dd93da230' was not found. HTTP headers received from the server -ActivityId:224e672a-4e00-44ed-8b55-894a059608c2.NodeId:.Scope:.ClientActivityId: f6cadd9c-c011-1000-aa42-85eedd28fc19.--->System.Net.WebException:The remote server returned an error

The reason of such behavior is related to incorrect processing of template by SharePoint 2013. I described it in detail in other my blog article. But this article is not about reasons of such behavior. We created small utility program TemplatePackageFix which fixes site templates with custom workflow actions and allows to reuse them as many times as you need.

We decided to implement such utility because some of our customers had questions about correct site template provisioning. Especially when custom site template included workflow actions from our product Workflow Actions PackRead more…

Posted in: Products, Workflow Actions Pack

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