id stringlengths 14 16 | text stringlengths 2 3.14k | source stringlengths 45 175 |
|---|---|---|
ec7e0bef7100-23 | Wait for Change in Task Process Item
This action displays in a workflow step as Wait for change in item that the task process is running on . Use this action to pause the task process until a value in the item on which the approval process is running changes.
Wait for Deletion in Task Process Item
This actio... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-24 | Append Task
This action is displayed in a workflow step as then Append a new task and assign to this user . Use this action to assign a new task to the specified user at the end of the current stage in the approval action. If the current stage was Molly;Diane;Oliver, then appending a task to Diane would change the s... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-25 | Insert Task
This action is initially displayed in a workflow step as then Insert a task assigned to this user . Use this action in the approval process to insert, following the current stage, a new stage in which the specified user is the only participant.
Reassign Task
This action is initially displayed in ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-26 | If the pre-built reusable workflows do not meet your needs, you customize them by using SharePoint Designer 2013. If customizing a pre-built workflow to meet your needs will be more work that creating a new workflow, you can leverage the Start Approval Process and Start Feedback Process actions in your new workflow... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-27 | Order in which tasks are assigned
In the three task actions, tasks can only be assigned in parallel, both for individual users and for each member of a group. That is: all tasks assigned by a task action are assigned at the same time, in a single distribution stage.
In the pre-built workflows, tasks can be assi... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-28 | In the pre-built workflows, you can add more meaningful buttons, such as Approve and Reject to indicate task outcome in the task completion form.
Actions available when the workflow is associated to a document library or document content type
Some workflow actions (such as Shared Documents ) are ava... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-29 | Document Set Actions
Actions in this category pertain to a Document Set. A Document Set is a folder in which documents are stored. In a workflow, a Document Set and all of the documents that it contains are treated as a single item. Note: - To be able to use Document Sets in your library, you must add the Docu... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-30 | Actions available only within an impersonation step
Some list actions are available only inside an impersonation step in. Impersonation steps direct the workflow to perform actions by impersonating the workflow author instead of the workflow initiator. Impersonation steps are useful in scenarios such as approval ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
ec7e0bef7100-31 | Remove List Item Permissions
This action is initially displayed in a workflow step as Remove these permissions from item in list . Use this action to remove specified permission levels for a specified item from a specified user or users. Following is an example of what the action might look like in a workflow ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-0 | Learn about the workflow conditions that are available in the SharePoint 2010 Workflow Platform in Microsoft SharePoint Designer 2013.Use this article only if you are working in SharePoint Designer 2013, but want to continue to use the SharePoint 2010 Workflow Platform.If instead you want to use the SharePoint Work... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-1 | 1 General conditions in SharePoint Designer 2013.
2 Check exact list item permissions and Check list item permissions are available only inside an impersonation step.
3 The file size is a specific range kilobytes and The file type is a specific type are available only in a workflow that is associated wit... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-2 | The equals and contains operators are both case-sensitive.
The equals (ignoring case) and contains (ignoring case) operators are not case-sensitive.
The option that you choose for the second value in the condition also depends to some extent on what the first value is set to. For example, suppose ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-3 | You can click field to see the list of options. The available options for field depend on the content type, list, library, or site that the workflow is associated to. For example, a workflow that is associated to a default library will have field options such as Title , Created , and Created By .
You can selec... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-4 | The option that you choose for value also depends to some extent on what field is set to. For example, suppose that you set field to Created , and then you look up the value by using a variable that is a string, such as Last 10 Characters . You would probably want to return the string As Date/Time , so that ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-5 | Following is an example of what the condition might look like in a workflow step:
If created by Molly Clark
Created in a specific date span
This condition is initially displayed in a workflow step as If created between date and date . Use this condition to discover whether an item was created between two spe... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-6 | If modified by Molly Clark
Modified in a specific date span
This condition is initially displayed in a workflow step as If modified between date and date . Use this condition to discover whether an item was modified between two specified dates. For each of the date values, you can use the current date, a specifi... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-7 | Title field contains keywords
This condition is initially displayed in a workflow step as If title field contains keywords . Use this condition to discover whether the Title field for an item contains specified text. You can either specify the text in the String Builder (as a static value, as a dynamic string, or ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-8 | Note
For both of these conditions, all of the specified users and groups must pass the comparison in order for the condition to evaluate to True.> For both of these conditions, it does not matter whether the specified permissions have been assigned explicitly to the specified individual users or whether the pe... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-9 | Check list item permission levels
This condition is initially displayed in an impersonation step as If permission levels for these users are at least these permission levels on item in this list .
Use this condition to discover whether, for the specified list or library, each specified user and group has been ex... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-10 | Conditions available only when the workflow is associated to a library or the Document content type
The conditions The file size is a specific range kilobytes and The file type is a specific type are available only when your workflow is associated with a Library or the Document content type.
The file size i... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
385a604acc3a-11 | Conditions available within a site workflow
Site workflows operate at the site level and are not associated with a list item. When you are working in a site workflow, only the following conditions are available. (All other conditions in SharePoint Designer 2013 operate on list items, and therefore none of them fu... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-conditions-quick-reference-sharepoint-2010-workflow-platform |
d39374c3bf7d-0 | Contains a concise list of workflow actions in SharePoint 2010 that are available to SharePoint workflows by using the workflow interop bridge.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 20... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-available-using-the-workflow-interop-bridge |
d39374c3bf7d-1 | Check list item permission levels
Check list item permissions
Blocks
Impersonation block
See also
Workflow actions quick reference (SharePoint Workflow platform)
SharePoint workflow interop
Workflow development in SharePoint Designer and Visio
Set up and configure SharePoint Workf... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-available-using-the-workflow-interop-bridge |
9b964f9286c3-0 | This reference lists the workflow actions that are supported in the current build of SharePoint Designer 2013, in addition to those that are not available.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using S... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
9b964f9286c3-1 | Call HTTP Web Service
Functions as a method call to an HTTP web service and returns data using the JSON format. Basic authentication is supported through the RequestHeader. For more information on the Dictionary variable, see Understanding Dictionary actions in SharePoint Designer 2013
Count Items in a... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
9b964f9286c3-2 | Sets the status of the workflow.
Set Workflow Variable
Sets a workflow variable to a value. You can also use this action when you want the workflow to assign data to a variable.
Go to Stage
Specifies the next stage to which flow control should be handed.
Coordination actions
Coor... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
9b964f9286c3-3 | Start a Site Workflow
Starts a Site workflow based on the SharePoint 2010 Workflow platform.. Note: The Start a list workflow has the following issues:> The 'Assignments' type field cannot be used as a parameter when the 2010 workflow has a TaskProcess action in it.> When multiple calls are made to the same... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
9b964f9286c3-4 | Delete Item
Deletes an item. Note: This action is terminated on the computer running the Workflow Manager workflow engine and throws a System.InvalidOperationException exception. There is no workaround.
Discard Check Out Item
Discards the changes and checks the item back in if an item is checked ou... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
9b964f9286c3-5 | Description
Create Project from Current Item
Takes the current item and creates a new project in the SharePoint farm PWA site. Using App Steps with this action is not supported in Project Online.
Set Project Field
Sets a value for a particular field on Project Server. Note: This action re... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
9b964f9286c3-6 | Description
Extract Substring from End of String
Copies a specified number of characters starting from the end of a string and stores the output in a variable.
Extract Substring from Index of String
Copies a substring starting at a specified index in the string and places the value in a variab... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
9b964f9286c3-7 | Workflow actions that are deprecated in SharePoint
For a list of actions from SharePoint 2010 that are deprecated and will not appear in SharePoint, see Workflow actions available using the workflow interop bridge .
See also
Workflow actions and activities reference for SharePoint
SharePoint workf... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-actions-quick-reference-sharepoint-workflow-platform |
92a60ee4bba7-0 | Provides a summary of the SharePoint workflow activity classes that are available in SharePoint.
The palette of activity classes has been revised for SharePoint. Table 1 lists the current catalog of 49 available activities grouped by their respective activity categories.
Note
SharePoint 2010 workflows have been... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-activity-classes-in-sharepoint |
92a60ee4bba7-1 | Event
Waits for specified event to happen on specified list item.
CheckInItem
List
Checks in the specified list item.
CheckOutItem
List
Checks out the specified list item.
CopyItem
List
Copies the specified file item to the specified document library. Does not apply to non-file-list item... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-activity-classes-in-sharepoint |
92a60ee4bba7-2 | LookupSPListItemStringProperty
List
Returns value of specified list item property as String .
LookupSPListProperty
List
Returns list properties as DynamicValue .
UndoCheckOutItem
List
Undoes checkout of the specified list item.
UpdateListItem
List
Updates a list item.
Composite... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-activity-classes-in-sharepoint |
92a60ee4bba7-3 | User
Returns information about a user that corresponds to the specified principal ID.
LookupSPUserProperty
User
Returns value of a specified property of the user that corresponds to specified SP Principal.
Email
Utility
Sends an email message to SharePoint site users.
GetCurrentItemGuid
Ut... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-activity-classes-in-sharepoint |
92a60ee4bba7-4 | Workflow actions and activities reference for SharePoint
Develop SharePoint workflows using Visual Studio
Set up and configure SharePoint Workflow Manager | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/workflow-activity-classes-in-sharepoint |
66fabb8ee766-0 | Use SharePoint Designer to import a workflow from Visio or export a workflow to Visio.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/transfer-a-workflow-between-sharepoint-designer-and-visio-professional |
66fabb8ee766-1 | You can export the workflow to Visio to create a workflow drawing that can be used for feedback and approval.
Import a workflow from Visio
To import a SharePoint workflow, do the following:
In SharePoint Designer 2013, in the Navigation pane, click Workflows .
On the Workflows tab, in the Ma... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/transfer-a-workflow-between-sharepoint-designer-and-visio-professional |
66fabb8ee766-2 | Export a workflow to Visio
Once you have created or edited a workflow in SharePoint Designer 2013, you can export the workflow as a Visio drawing that can be opened in Visio Professional 2013. The ability to export a workflow back to Visio after it has been edited in SharePoint Designer—also known as "round-tripp... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/transfer-a-workflow-between-sharepoint-designer-and-visio-professional |
33718388d24e-0 | Learn which version of SharePoint Designer to use.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or other supported solutions. For more... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/matching-the-sharepoint-designer-version-with-the-farm-version |
8a466dccdf41-0 | This article describes how to create SharePoint workflows that access objects in SharePoint that require elevated permissions. These solutions use two features: granting permissions to the workflow app and wrapping actions with the App Step.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 fo... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/create-a-workflow-with-elevated-permissions-by-using-the-sharepoint-workflo |
8a466dccdf41-1 | Allow a workflow to use add-in permissions on a SharePoint site
The first step is to allow the workflow to use add-in permissions. You configure a workflow to use add-in permissions on the Site settings page of the SharePoint site where the workflow runs. The following procedure configures the SharePoint site to al... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/create-a-workflow-with-elevated-permissions-by-using-the-sharepoint-workflo |
8a466dccdf41-2 | Copy the client section of the App Identifier . This is the identifier between the last "|" and the "@" sign, as shown in the figure.
Go to the Grant permission to an app page. This must be done by browsing to the appinv.aspx page of the site.
Example: http://{hostname}/{the Site Collection}/_layouts/15/a... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/create-a-workflow-with-elevated-permissions-by-using-the-sharepoint-workflo |
8a466dccdf41-3 | Select Create .
You are then asked to trust the workflow add-in, as shown in the following figure. Select Trust It .
Wrap actions inside an App Step
Finally, you need to wrap the workflow actions inside an App Step. The following procedure wraps a Send an Email action inside an App Step. The workflow ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/create-a-workflow-with-elevated-permissions-by-using-the-sharepoint-workflo |
8a466dccdf41-4 | Understand how it works
To understand why elevating permissions for a workflow is required, consider that workflows are fundamentally add-ins for SharePoint, and they follow the same authorization rules of the add-in model. The default configuration for workflow is that the effective permissions of the workflow are a... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/create-a-workflow-with-elevated-permissions-by-using-the-sharepoint-workflo |
f8ba007c13ef-0 | Learn how to package and deploy a workflow in SharePoint with SharePoint Designer 2013.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate o... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-how-to-package-and-deploy-workflow-in-sharepoint |
f8ba007c13ef-1 | Packaging a workflow by using SharePoint Designer 2013
The process for packaging a workflow involves saving the workflow to a template file by using SharePoint Designer 2013. A workflow package is in the form of a Web Solution Package (WSP) file and has a .wsp extension. To package a workflow follow these steps. ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-how-to-package-and-deploy-workflow-in-sharepoint |
f8ba007c13ef-2 | Export a workflow template
Open SharePoint Designer 2013 and navigate to the Site Assets library where the template is located.
Select the workflow template you want to export by clicking it.
Click the Export File button to save the template file to your local computer or a network drive, as shown in the ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-how-to-package-and-deploy-workflow-in-sharepoint |
f8ba007c13ef-3 | Figure: Activate workflow feature for site
See also
Workflow in SharePoint
What's new in workflow in SharePoint
Getting started with SharePoint workflow
Workflow development in SharePoint Designer and Visio
Workflow actions quick reference (SharePoint Workflow platform)
Blog article fro... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-how-to-package-and-deploy-workflow-in-sharepoint |
e37114462aa6-0 | Demonstrates how to use web services in SharePoint Designer 2013 workflows.
Provided by: Andrew Connell , Voitanos
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommen... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-1 | Why are web services important for SharePoint workflows
Let's start by understanding scenarios in which using web services makes sense. In the days of SharePoint 2007 or SharePoint 2010, writing custom code was common when using Visual Studio to author workflows because that was the best way to perform calculations o... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-2 | Perhaps best of all, in cases where there is an existing web service that you need to access - either a public one, or perhaps a private web service that is hosted by your company - SharePoint Designer 2013 now provides an action that you can use to call the web service. There is no longer any need to rely on a develop... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-3 | In SharePoint workflows, you call a web service using a new action introduced in SharePoint named Call HTTP Web Service . This action is flexible and allow you to make simple calls to a web service easily, or, if needed, you can create more complex calls using HTTP verbs as well as allowing you to add HTTP headers. Fi... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-4 | The second stage of working with web services involves submitting data to, and receiving data from, a web service, which you do by using either the request or response properties on the Call HTTP Web Service action. Note, however, that rather than as a stream, data is passed as a complex structure using the Dyna... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-5 | OData is a protocol for creating and consuming data based on the principles of REST services. It was developed to standardize exchanging data using mature, reliable, and robust HTTP protocols. Once the OData specification was complete, different organizations implemented the protocol on their own technology stacks. Mic... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-6 | In the service code file, set the name of the entity model that you created in step one to the source of the service; then, set the accessibility and permission for the entities in the model (both steps implemented in as little as two lines of code).
Publish the service to a location that Workflow Manager can acces... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-7 | Create a workflow with SharePoint Designer 2013
The following walkthrough demonstrates how to create a custom workflow that calls the OData web service of the Northwind database, which you can find publically hosted at the www.odata.org site. In this sample, the user enters a customer ID and then starts the workfl... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-8 | Click on the link labled this .
To the right of the Enter the HTTP web service URL text box, click the builder button ( ??? ) to open the String Builder dialog box.
In the String Builder , enter this URL: http://services.odata.org/Northwind/Northwind.svc/Customers('CUSTOMERID')?$format=json&$select... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-9 | The entire Call HTTP Web Service action is not likely visible, since it is a long sentence in the designer. Scroll to the right and notice that the response status code is stored in a variable called responseCode . This is convenient, and something that can be written to the workflow instance's statistics page using... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-10 | Repeat steps 2, 3, and 4 on the second Get item from dictionary action, except to use ContactName instead of "CompanyName", as shown in Figure 6.
Figure 6. Extracting Values from the Web Service Dictionary Response
Update the list item
The final step is to update the list item using two of the Set fiel... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
e37114462aa6-11 | Conclusion
SharePointintroduced a new workflow architecture facilitated by a new product, Workflow Manager 1.0. To ensure that all custom workflows worked regardless of the SharePoint deployment choice, either on-premises or hosted in Office 365, all workflows are now 100 percent declarative. The added support for ca... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/working-with-web-services-in-sharepoint-workflows-using-sharepoint-designer |
1cca8c3d1af9-0 | Learn the basic features of the Visual Designer in SharePoint Designer 2013.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or other sup... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/getting-familiar-with-visual-designer-for-workflow-in-sharepoint-designer |
1cca8c3d1af9-1 | Tip:
For a complete list of shapes available in SharePoint Designer 2013, see Shapes in the SharePoint Server workflow template in Visio
The figure shows a workflow in Visual Designer.
Visual Designer in SharePoint Designer 2013
Using the Visual Designer in SharePoint
The Visual Designer in SharePoin... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/getting-familiar-with-visual-designer-for-workflow-in-sharepoint-designer |
1cca8c3d1af9-2 | What's new in workflow in SharePoint
Getting started with SharePoint workflow
Workflow development in SharePoint Designer and Visio
Workflow actions quick reference (SharePoint Workflow platform) | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/getting-familiar-with-visual-designer-for-workflow-in-sharepoint-designer |
a0833bdede4a-0 | Learn to use Eventing Actions in SharePoint Designer 2013.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or other supported solutions. ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-eventing-actions-in-sharepoint-designer |
a0833bdede4a-1 | Using Eventing Actions in SharePoint
A workflow orchestrates business processes. In a business process it is often important to wait for an item to be added or updated in a SharePoint list. Using the Eventing actions you can wait for an event to happen and then perform a workflow action.
The Eventing actions ar... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-eventing-actions-in-sharepoint-designer |
a0833bdede4a-2 | Choose List Item Event dialog box
The Event drop-down list corresponds to the type of event. The options are to wait for an item to be added to a list or to wait for an item to be changed in a list. The List drop-down corresponds to the list that is monitored.
Wait for Project Event
The Wait for Project Ev... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-eventing-actions-in-sharepoint-designer |
b05e794e50ce-0 | Learn to use Task Actions in SharePoint Designer 2013.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or other supported solutions. For ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-task-actions-in-sharepoint-designer |
b05e794e50ce-1 | Figure: The Assign a task action in SharePoint Designer 2013
The Assign a task and Start a task process actions are located on the Actions drop-down menu in the SharePoint Designer 2013 ribbon. You can add the actions to your workflow and then customize them for your particular circumstance. The Assign a task ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-task-actions-in-sharepoint-designer |
b05e794e50ce-2 | Variable: Outcome : Assigns the variable that holds the outcome of the task process.
Figure: The Start a Task Process dialog box
See also
What's new in workflow in SharePoint
Workflow actions quick reference (SharePoint Workflow platform) | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-task-actions-in-sharepoint-designer |
b2370f58a645-0 | Coordination Actions in SharePoint Designer 2013 are designed to start a workflow built on the SharePoint 2010 Workflow platform from within a workflow built on the SharePoint Workflow platform.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-coordination-actions-in-sharepoint-designer |
b2370f58a645-1 | A Coordination Action includes three editable regions, as shown in the figure.
Figure: Start a List Workflow coordination action
The three editable regions are:
SharePoint 2010 list workflow Select the 2010 workflow to start.
parameters Parameters to send to the 2010 workflow.
this item The item wh... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-coordination-actions-in-sharepoint-designer |
b62d90ac88e5-0 | The Dictionary variable type is a new variable type in the SharePoint Workflow platform that you can use with SharePoint Designer 2013.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workf... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-dictionary-actions-in-sharepoint-designer |
b62d90ac88e5-1 | Workflow actions that use the Dictionary variable type
A workflow consists of multiple actions that are executed as the workflow is processed. SharePoint Designer 2013 contains many different actions. For example, there is an action to send an email message, create a list item, and log messages to workflow histor... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-dictionary-actions-in-sharepoint-designer |
b62d90ac88e5-2 | Caution:
Using the Name field as a lookup is only supported when you are setting a value in a dictionary. Using the Name field as a lookup is not supported when you are building a dictionary.
Note
A Dictionary variable can contain a variable of type Dictionary . The ability to store Dictionary variabl... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-dictionary-actions-in-sharepoint-designer |
b62d90ac88e5-3 | Figure: Get an item from a Dictionary
See also
Workflow in SharePoint
What's new in workflow in SharePoint
Getting started with SharePoint workflow | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/understanding-dictionary-actions-in-sharepoint-designer |
af39fc9c227c-0 | Use this reference to resolve validation and error-checking issues in the Microsoft SharePoint Workflow template in Microsoft Visio 2013 and Microsoft SharePoint Designer 2013.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 20... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/troubleshooting-sharepoint-server-workflow-validation-errors-in-visio |
af39fc9c227c-1 | Parallel activities that are also sequential are not allowed.
Activities can be either parallel or sequential, but not both simultaneously. For parallel activities, remove the sequential connectors. For sequential activities, remove the parallel connectors. Sometimes, simultaneously parallel and sequential activiti... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/troubleshooting-sharepoint-server-workflow-validation-errors-in-visio |
af39fc9c227c-2 | The Start shape must not have incoming connections.
Remove the incoming connector to the Start shape.
The workflow must have a Start shape.
Add a Start shape to the beginning of the workflow and connect it to the first activity.
The workflow shape is not connected to the workflow.
If the wor... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/troubleshooting-sharepoint-server-workflow-validation-errors-in-visio |
af39fc9c227c-3 | A stage can only be connected to another stage, condition shape, or a terminator.
Stages can be connected only to other top-level shapes, including conditions, terminators, or other stages. A stage cannot be connected to actions, steps, or loops at the top level. Rearrange the workflow diagram so that the stage is ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/troubleshooting-sharepoint-server-workflow-validation-errors-in-visio |
af39fc9c227c-4 | A shape cannot be connected outside of the start/end path of the current shape's container.
All shapes contained within a stage, loop, or step must be entirely contained within that container shape. Shapes cannot connect to any shapes that are not contained in the same container. Rearrange the workflow diagram so t... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/troubleshooting-sharepoint-server-workflow-validation-errors-in-visio |
af39fc9c227c-5 | The Project stage has not been configured.
For Project based workflows, every stage must be linked to a stage on the Project Server. If a stage has not been linked to a stage on the server, you will see this error. To correct this issue, open the Stage property grid and set a stage from the stage drop-down.
... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/troubleshooting-sharepoint-server-workflow-validation-errors-in-visio |
82f876f444b9-0 | Learn about the shapes in the SharePoint Workflow template in Visio 2013.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or other suppor... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-1 | Shape in Visio 2013 and SharePoint Designer 2013 Visual Designer
Action in the SharePoint Designer 2013 Declarative Designer
Properties in SharePoint Designer 2013 Visual Designer
Description
Add a Comment
Add a Comment
Comment
Enables you to leave informative comments in the workflow design... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-2 | Check Out Item
Check Out Item
Item
Checks out an item. The workflow verifies whether the item is checked in before it checks out a document. You can check out items only from a library in your site. Caution: The workflow crashes if you try to check out an item that is not checked in.
Copy documen... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-3 | Do Calculation
Do Calculation
LeftOperand Operator RightOperand To
Performs an arithmetic calculation and stores the output value in a variable. Note: For SharePoint, this action supports only the Double numeric type. Integers are not supported. Use of the "+" operator (concatenation) for... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-4 | Find Interval Between Dates
Find Interval Between Dates
Units Start Date End Date Output
Calculates the time interval in minutes, hours, or days between two dates and stores the output in a variable.
Find substring in string
Find Substring in String
Substring String Outpu... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-5 | Sets a field in the current item to a value.
Set Time Portion of Date/Time Field
Set Time Portion of Date/Time Field
Hours Minutes Date Output
Creates a timestamp, and stores the output value in a variable. You can set the time in hours and minutes and add a current date, specific date, ... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-6 | Start a site workflow
Start a Site Workflow
Association name Parameters
Starts a SharePoint 2010 Site Workflow. Note: The Start a list workflow has the following issues: The 'Assignments' type field cannot be used as a parameter when the 2010 workflow has a TaskProcess action in it. When multiple... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-7 | Wait for field change
Wait for Field Change
Field Value
Waits for a field on the current item to equal a particular value.
Set Project Field
Set Project Field
Field Value
Sets a value for a particular field on Project Server. Note: This action requires the project to be chec... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-8 | Person is a Valid SharePoint User
Person is a valid SharePoint user
User
Checks to see whether a specific user is a registered user or a member of a group on the SharePoint site.
Skip Project Stage
Skip Project Stage
NA
This condition checks to see if the skip to stage feature has been a... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
82f876f444b9-9 | Step
Step
NA
Represents a grouped series of sequential actions. Steps must be contained by a stage. A step shape must also have an Enter and Exit shape, which are added when the shape is dropped onto the canvas. For more information, see the section titled "Stages, loops, and steps" in the article Work... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/shapes-in-the-sharepoint-server-workflow-template-in-visio |
162ce7ac442d-0 | Learn how to install, open, and create a workflow by using SharePoint Designer 2013 and the SharePoint Workflow platform.
Caution
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we re... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/creating-a-workflow-by-using-sharepoint-designer-and-the-sharepoint-wo |
162ce7ac442d-1 | To open SharePoint Designer 2013 and connect to a SharePoint site
Open SharePoint Designer 2013 by selecting it on the Start menu. Click Start icon, click All Programs , click Microsoft Office 2013 , and then click SharePoint Designer 2013 .
Click Open Site on the SharePoint Designer 2013 start page.
E... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/creating-a-workflow-by-using-sharepoint-designer-and-the-sharepoint-wo |
162ce7ac442d-2 | Click OK to create the workflow.
Figure: The ribbon button for creating a new list workflow
Figure: Create List Workflow dialog box
Now that the workflow is created, you can add Actions, Conditions, Stages, Steps, and Loops to build your workflow. These workflow components are available in the ribbon of... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/creating-a-workflow-by-using-sharepoint-designer-and-the-sharepoint-wo |
589c5d3a92f3-0 | Learn about features that are deprecated in or removed from SharePoint Designer 2013. Features that are deprecated are included in the SharePoint release for compatibility with previous product versions but will be removed from future versions.
Note
SharePoint 2010 workflows have been retired since August 1, 2020... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/what-s-changed-in-sharepoint-designer |
589c5d3a92f3-1 | Actions:
Stop Workflow
Capture a Version of the Document Set
Send Document Set to Repository
Set Content Approval Status for the Document Set
Start Document Set Approval Process
Declare Record
Set Content Approval Status
Undeclare Record
Add List Item
Inherit List Item Parent Per... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/what-s-changed-in-sharepoint-designer |
589c5d3a92f3-2 | The following feature is not available in SharePoint.
Design view and Split view
**Description of the change.**SharePoint Designer 2010 has three views for editing HTML and ASPX pages: Code view, Design view, and Split view. Design view and Split view are removed from SharePoint Designer 2013. The removal of De... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/what-s-changed-in-sharepoint-designer |
7539dc2080e3-0 | Get a brief introduction to the workflow object model in SharePoint.
Note
SharePoint 2010 workflows have been retired since August 1, 2020 for new tenants and removed from existing tenants on November 1, 2020. If you’re using SharePoint 2010 workflows, we recommend migrating to Power Automate or other supported s... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/sharepoint-workflow-object-model |
7539dc2080e3-1 | Microsoft.Office namespaces:
Microsoft.Office.Workflow
Microsoft.Office.Workflow.Actions
Microsoft.Office.Workflow.Feature
Microsoft.Office.Workflow.Routing
Microsoft.Office.Workflow.Utility
SharePoint workflow schemas
Reference content for SharePoint schemas is contained in the reference n... | https://learn.microsoft.com/en-us/sharepoint/dev/general-development/sharepoint-workflow-object-model |
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