SharePoint Experts Blog

Posts Tagged Workflow

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 find the internal name of SharePoint column

This short tip is about getting internal names of columns in Plumsail HelpDesk for SharePoint 2013 and Office 365. Internal names are used to get field value and can be used in trigger conditions, message templates or workflows

First of all, let’s figure out what is the Internal Name and the Display Name.  Read more…

Posted in: HelpDesk

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

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