SharePoint Experts Blog

Posts Tagged Workflow

Generate PDF file from template using workflow in SharePoint 2013 and Office 365

In this article I want to show how to generate PDF files in SharePoint 2013/Office 365 workflows. I will show how to collect data and generate PDF document based on HTML template. As a proof of concept I will show you simplified workflow for PDF invoice generation.

Below you can see the screenshot of generated PDF invoice:

Click here to download the PDF file.

GeneratedPDF Read more…

Posted in: Workflow Actions Pack

Dynamic text and HTML templates using workflows for SharePoint 2013 or Office 365

In this article I will show how to use SharePoint workflow to render flexible dynamic text templates. To demonstrate this functionality I will describe how to configure workflow to generate and send email messages based on a template stored in SharePoint list, but this approach can be used to render any text templates including HTML or plain text. This works for SharePoint Online in Office 365 as well as for SharePoint 2013 on-premises.

As a proof of concept I will generate email messages for contract approval notification. Approval process will be started on the document set of contract, collect information about it and documents inside document set. Then render text template based on collected data and send it to approver. The message will contain header with general information about the contract and list of documents included in the document set (contract). I used document sets because contract can contain multiple agreements and schedules. Document sets allow to store metadata about contract as well as include multiple documents.

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Posted in: Workflow Actions Pack

How to send bulk e-mail with attachments to external users using SharePoint 2013/Online workflow

In this article I will show how to configure SharePoint 2013/Online workflow to send bulk email with attachments to external users using SharePoint 2013/Online workflow. For many business tasks it is required to send mass messages to customers or employees. Sometimes such messages has to contain attachments. Read more…

Posted in: Workflow Actions Pack

How to create HelpDesk on SharePoint 2013 or Office 365

Update: We glad to inform you that we released ready to use HelpDesk for SharePoint. It can be installed and configured in 15 minutes.

In this article, I would like to demonstrate how to create HelpDesk on SharePoint Online or SharePoint 2013. The idea is simple. I want to implement system, which will allow each side of the process to work with their own tools.

This is general scenario:

  1. A ticket initiator will submit tickets by sending an e-mail to the specific mailbox.
  2. All e-mails from this mailbox will be replicated to the SharePoint discussion board list.
  3. A support specialist will work only with SharePoint discussion board list where each ticket will have separate discussion.
  4. Each comment submitted to discussion board will be sent to the ticket initiator by email.
  5. It is possible to reply to these emails and all replays will be replicated to the corresponding discussion in the discussion board.

Thus, a ticket initiator works with e-mail client and a support specialist works with SharePoint web interface. Finally, we will get something like this:

HelpDeskSchema

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Posted in: Workflow Actions Pack