Collaboration, Technology, and New York

The blog for SharePoint, InfoPath, and Designer, along with business and technology insight….. plus a little NYC

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Extracting email from Active Directory

While building a workflow in SharePoint Designer I came across the problem of sending an email from a Person field with multiple values.

I discovered that the value coming from AD was:

357;#Peter.Ward@ABC.com; 357;#Paul.Smith@ABC.com

To get round the problem of the email address containing numbers and #. Build a string in SPD and have the AD lookup values returned as:

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Lookup field. Problems.

I discovered this issue the other day.

Scenario:  Lookup field intending to bring back the Title field of a Web part page in another list.

There’s a problem.

When you create a web part page in a library, the name of the web is what you define it as, not the title.  The Lookup field type, can’t look up the name…..Only other fields like the title.

How do you get round this?

Create a SPD workflow to populate the title field, when the field is modified.

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Workflows and surveys

I small thing I discovered today with SharePoint 2007.

You can’t do SharePoint Designer workflows with  surveys.

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Ever wanted to stop conflicts on a calendar?

This did take some time to think about, but it’s pretty easy.

1. Kick off a workflow when the item is created/modified

2. Add a delay in the workflow. This is because if the look up into the list is done too soon, the item saved sometimes, can not be found.

3. Perform a look up on the Item id and compare.

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Presentation from SharePoint Sat- Philly…Go Eagles

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K2 BlackPoint -Meta data issue

Scenario: Upload a document, attach meta data and kick off a workflow…Simple Eh!!

Well not quite. The workflow kicks off, but the xml data structure is blank.

Well finally we figured it out. This is a known issue, the workaround is involving these steps:

If the SharePoint Workflow Integration process is associated with a document library: -Add the ’SharePoint Documents’ event to the desired activity.
-At the ’Event Name and Action’ screen of the wizard select the ’Get Document’s Metadata’.
-At the ’Get Document Metadata’ screen enter the SharePoint Site URL etc. and for the ’File Name’ map it to the SPIntegrationData -> SPData -> ItemName field.
-Then at the ’Document Metadata’ screen you can map the document library columns to process data fields or a process xml field.

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SharePoint Designer add ins for workflows

These are great additions for workflow activities from the codeplex site.

Send Email with HTTP File attachment – Allows sending emails with attachments retrieved using a web request
Send Email with List Item attachments – Allows sending list item attachments as files attached to an email
Start Another Workflow – Starts another workflow associated with a list item
Grant Permission on Item – Allows granting of specified permission level on a spicified item
Delete List Item Permission Assigment – Allows deleting of specified permission level assigment for a given user
Reset List Permissions Inheritance – removes any unique permissions assigned to an item by inheriting list permissions
Is User a member of a SharePoint group – Checks if a given user is part of given sharepoint group
Is Role assigned to User – Checks if a user role is already assigned on the current list item
Lookup user info – allows to lookup properties in site’s user information list for a given login
NEW! Copy List Item Extended Activity – Allows copying/moving list items and files cross site.
NEW! Send Email Extended – Enhaced version of the OOTB activity. Allows you to specify the sender. Also does not break links in body.

For the true power of SharePoint Designer, click here

Workflow migrate code. Quite nice for dev to production activity.

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The true power of SharePoint Designer for workflows. Free webinar

Now SharePoint designer is free, it’s the perfect time to utilize MOSS’s workflow functionality with SharePoint Designer.

Make this an opportunity to build an RIO for SharePoint in 2010

– Workflow – Why do it with SharePoint
– Note: There is no such thing is a simple workflow
– Why use SharePoint designer for workflows?
– Ideal workflows In SharePoint designer
– 5 challenges of SharePoint Designer based workflows
– Where SharePoint designer reaches its workflow limits and the SharePoint alternatives

Click here for more details.

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The True Power Of Share Point Designer For Workflows

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Business process automation from SharePoint to GP: Workflow, e-forms, budgets..Avoid the BIG PAPER chase webinar this Thursday

Last call: link

With SharePoint and GP you can now simplify and streamline your business process to automate forms and make them “intelligent” by embedding your data and business rules directly into the forms, to provide real-time integration to GP.

Learn how to:Avoid the BIG PAPER chase.

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