Tag Archives: workflow

SharePoint set blank value to date column in SharePoint designer workflow (1/1/1900 to empty/null)

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If you have a date list column and using SharePoint designer workflow add empty string or empty datestring, you get a date of 1/1/1900. Sometime you want to add blank value to this value and using SharePoint designer workflow
. You have no solution either you add extract querystring or use any other designer action. However, there is one easy solution to use:

  • Start SharePoint designer and go to the workflow – edit workflow.
  • In SharePoint, list settings, change date column to single line of text.
  • Update SharePoint designer and add a string variable.
  • Now add action update list item and choose value as empty string – workflow variables. Suppose your workflow run on item change or manual.
  • Publish your workflow.
  • Change column to date again in list settings.
  • Now you will get empty date when workflow determine.

SharePoint alert you that you will lost data during changing column from date to text field. But that did not happened to me

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Impersonation Step in SharePoint Designer 2010

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While using Workflows in SharePoint designer 2010, I wonder what an Impersonation step does. Impersonation Steps are placed in the workflow in the same way that we would use regular steps. They have conditions and actions within, just the same. But the difference is the actions within the Impersonation steps will run as if it were the identity of the user who authored the workflow.

That means: Using this feature gives the users of the workflow rights they wouldn’t normally have. They may be able to obtain list items actions to a list they don’t have rights to.

Some action in SharePoint designer just runs under the elevated privileges of the Impersonation Step. For example “Check list item permission levels” and “Check list item permissions”.

Scenario 1: You have 2 lists

. User adds some information in list A and you want WF to create/update some list items in list B without using user’s permission to list B
. If user doesn’t have permission to list B, the workflow will fail
. By using Impersonation steps you can solve this issue
. Workflow will add information in list B even user don’t have access.

Senario 2: You want to remove permission to an item or a document when these are created automaticly. Using the impersonation steps we can add an action called “Remove list item permission” and “Replace list item permission”

Approval Workflow not rejects the process

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While creating a Workflow “Start approval process” from the SharePoint Designer I got some major error where the Workflow don’t reject the reply from the users and just jump further to the next step. Isn’t that some wrong, while I am using if-else branch where I want workflow to find out either the threat is approved or not
. If not do something and if reject don’t do anything. In my scenario it will not hit the Reject process cos to reject is not activated. In my post I will show how to set the Workflow to be trigger for the reject process too.

Add workflow “Start approval process” in SharePoint designer

Add action “Set workflow variables”.

Choose CancelonRejection to Yes

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Now the approval workflow makes sense.

Add filename in title field using workflow

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Title column is very important default column in SharePoint libraries

. During saving documents to libraries, sharepoint doesn’t require data input in title column. Content written in this column can be optimizing search and can be used in various scenario internal in SharePoint

. As default, when user start word from SharePoint in Document Information Panel we see the title field if the DIP is visible. In some cases where the content type doesn’t show DIP user need to put the file name when they save document back to SharePoint. In this process SharePoint doesn’t add any title in title filed. That process, user must do for every saved document in SharePoint

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. If having title filed optional and show DIP always (from CT settings) will not work properly because users often forget to write anything in the title filed.

To set require for title field, will show DIP where user have to put anything inside the title field. That creates more headaches for users

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. But why not create a Workflow which adds title based on file name?

In this blog I will show how to create a workflow which adds file name in title field. So I am opening my site in SharePoint Designer 2010.

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