SharePoint Experts Blog

Posts Tagged SharePoint Online

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

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Posted in: Products, 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

How to display dotted-line reports in SharePoint Org Chart

In this article, I want to show you how to display dotted-line reports in Plumsail SharePoint Org Chart. It is quite a common scenario for companies with matrix organization structure when there are direct managers and dotted-line managers.

As Plumsail Org Chart displays hierarchy, but not matrix, it is important to understand how dotted-line reports appear in the visualization. Please take a look at the example below.

OrgChartDottedlinesExample Read more…

Posted in: Org Chart

Quick tip: How to start a workflow with a trigger in SharePoint help desk

In that tip, I will show you how to start a workflow with a trigger in Plumsail HelpDesk for SharePoint 2013 and Office 365. Usually, workflows are used to avoid routine work and make a company more productive. For example, workflows can check any updates in one data source and, according to them, update another data source.
Let’s say that we’d like to assign a task to an agent after a ticket has been solved and some fields were filled. Here is how you can do that.

Read more…

Posted in: HelpDesk

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