SharePoint Experts Blog

Posts Tagged SharePoint

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

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

What is SharePont Web Front End server (WFE)

A server which handles web page requests from users is called Web Front End (WFE). Thus, each time when user opens a SharePoint page in a browser, it is processed by WFE server. SharePoint farm may have multiple such servers. If there are multiple WFE servers, Network Load Balancer is distributing requests between them. It is the way to scale SharePoint.

Many Plumsail products are licensed per Web Front End server. You may need to calculate number of WFE servers in your SharePoint farm to purchase correct number of licenses.

SharePoint WFE server usually has “Microsoft SharePoint Foundation Web Application” service started. You can check it in SharePoint Central Administration: Central Administration > System Settings > Manage services on server. In the Services on server page, select server and check if the service is started. If it’s started, the selected server is acting as a web front-end server.

SP_Foundation_WebApp_Service_zps1dcff207

Thus, you can switch between your servers and find all Web Front End servers.

Posted in: Products

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.

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Posted in: HelpDesk

Quick tip: How to automatically assign a ticket to specific person in SharePoint help desk

This tip will show you how to use triggers to automate the routing of tickets in Plumsail HelpDesk for SharePoint 2013 and Office 365. Auto assigning to an agent can be a useful tool for faster response on the most important cases. Let’s get into the nitty gritty of how we can do it.

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Posted in: HelpDesk

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