Copy and Paste
If you work
with SharePoint Desginer for a while you will realize that you cannot copy and
paste certain actions. This can get frustrating after a while because you will
And have to
rebuild the entire approval/email action from scratch. There is a workaround to
this and it involves steps. Before you create any action (aside from the
restart If condition above), create a step first and put your task in that.
you can copy and paste these steps to any other stage in the workflow and it
will never give you that dreaded popup again. This will save you a ton of time.
Careful Creating Stages
This is not
a feature, more of a warning. If you are just starting your workflow, and you
set up the first two stages that both transition to “End of Workflow” (as
below). Do NOT save the workflow and do NOT close SharePoint Designer.
happens is, “Sponsor Approval” is a stand-alone stage. No stage is
transitioning to it, and it is not transitioning to another stage. If you ever
save a workflow like this and try to reopen it, it will never open again. You
will have no choice but to rebuild the whole workflow.
Let this be
a warning, before saving your workflow go through all the transitions to make
sure that each stage is being referenced by at least one other.
Designer has plenty of string manipulation methods:
It can be
hard to tell for a developer (certainly was for me), but with these actions you
can do all the permutations of substring, indexOf, replace, and trim. I
particularly find these actions useful when I am reading multiple values from a
custom field (for example, a comma separated list of email addresses).
Direct Link to Project
If you look
at the properties for a project, you will see that there is no property that
gives a link to the project or its project site. Follow these steps to create a
link to a project’s PDP.
sentence such as “click here to navigate to the project”, and then select “here”.
Click the hyperlink icon on the right of the window.
hyperlink window appears, click Edit…
Builder window appears. Click on Add or Change Lookup. For Data Source, choose Workflow Context, and for field choose Current Site URL.
click OK you can see the current site URL placeholder added to the String
Builder. After that, type projectdrilldown.aspx?projuid=.
click Add or Change Lookup again. This time let the data source be Project and the field be Project UID. When it’s all done the
link should look like this.
Click OK to
have noticed a change in the Current Site URL variable in PS online. On some instances,
the current site URL ends with a / and on some it doesn’t. When beginning
development its best to run the workflow and log the current site URL to see
what it contains.
Calling an oData Feed
recently released an article on how to call the Project Server oData feed from
SharePoint Designer. You can find a full guide here: https://msdn.microsoft.com/library/office/mt143443.aspx.
I hope you have learned a few things and that this blog saves you the
countless hours I have spent figuring it out.