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HarePoint Workflow Extensions Manual

1. IV HarePoint Activities and Conditions Hareboint Com Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters specified Special type array of the users and they permissions this url Full URL of a SharePoint site list list folder or list item 13 11 Delete Permissions from List Delete specified permissions from this list This workflow actions is used to remove permissions to site users for specified list In the Remove List Item Permissions window you can choose multiple users and select any permissions for them including Out Of The Box and custom permissions r Add List Item Permissions P xs The following permissions will be added to any existing permissions on the list item PEPE GORLACH7 gorlach Contribute Full Control Modify Permissions Choose users to grant below permissions to Choose permissions to grant T ES Design Jk Full Control l Read Xasssss Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters HarePoint Com IV HarePoint Activities and Conditions specified Special type array of the users and they permissions this list Target list 13 12 Delete Permissions from List Item D
2. e v4 master e default master e catalogs masterpage v4 master the current site Optional Specify the absolute URL of the site to set the masterpage to Leave it current site to set the masterpage for the current site 2 20 Set SharePoint List Anonymous Access Set anonymous users can Add No Edit No Delete No View No items at list at list url This workflow action is used to set anonymous access for the list specified by URL To use this action anonymous access should be enabled for the web site http office microsoft com en au windows sharepoint services help enable anonymous access HA010113018 aspx HarePoint Com IV HarePoint Activities and Conditions Parameters Add No Anonymous user can add items Available values Yes No Edit No Anonymous user can edit items Available values Yes No Delete No Anonymous user can delete items Available values Yes No View No Anonymous user can view items Available values Yes No list url Full URL of target list 2 21 Set SharePoint Site Anonymous Access Set anonymous users can access Nothing at site url This workflow action is used to set anonymous access for the site specified by URL To use this action anonymous access should be enabled for the web site http office microsoft com en au windows sharepoint services help enable anonymous access HA010113018 aspx Parameters
3. Nothing What anonymous users can access at target web site Available values Nothing Lists and Libraries All Web Site site url Full URL of target web site 2 22 Set SharePoint Site Navigation Options Set options for site at this url show on parent s Quick Launch yes show on parent s top link bar yes inherit parent s top link bar yes This workflow action sets the navigation options for the SharePoint site Parameters site at this url specify the site URL to set the options for show on parent s Quick Launch yes specify if you need to display or hide this site from Quick Launch of the parent site Available values yes no don t change to leave as it currently is IV HarePoint Activities and Conditions Hareboint Com show on parent s top link bar yes specify if you need to display or hide this site from Top Link Bar of the parent site Available values yes no don t change to leave as it currently is inherit parent s top link bar yes choose to display the Top Link Bar from the parent site or display the own Top Link Bar for this site Available values yes no 2 23 Set Site User Property Set value to specified property for this user This workflow action is used to set specified property value in user s profile on the site For MOSS you can get the list of all available properties in Central Administration Manage Us
4. This workflow action is used to start or stop inheriting of list s permissions Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters Start stop Action to do with inheritance this list Target list 13 3 Change Permissions Inheritance for List Item Start inheriting permissions for this list item HarePoint Com IV HarePoint Activities and Conditions This workflow action is used to start or stop inheriting of list s item permissions Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters Start stop Action to do with inheritance this list item Target list item 13 4 Delete All Permissions at Url Delete all permissions at this url This workflow action is used to delete all permissions from SharePoint site list list folder or list item specified by URL Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters this url Full URL of a SharePoint site list list folder or list item 13 5 Delete All Permissions from List Delete all permissions from this list This workflow action is used to delete all permissions from list N
5. specified Property display name this user User whose property should be received user info list select the source User Information List or Profile Service not available on SharePoint Foundation Note Workflow account should have permissions to be able to read from User Profile Service as follows Central Administration gt Application Management gt Manage Service Applications gt User Profile Service gt Administrators Variable variable Output string variable Examples Get About me property for Current Item Created By from user info list and store result in Variable am then Format Created field with Create item at 0 dd MM yyyy hh mm and store in Variable ds then Set Variable ns to Variable am Variable ds then Set Variable ns to About me property for Current Item Created By 2 14 Is Role Assigned to User HarePoint If role is assigned to this user This condition is used to check is specified permission level role is assigned to user on the current site This action obtains effective permission level by combining permissions granted directly to user with permissions granted to groups where user is a member Parameters HarePoint Com IV HarePoint Activities and Conditions role User role combination of permission levels this user User logon name 2 15 Is User a Member of a SharePoint Group HarePoint If this user is a mem
6. this MailChimp campaign specify either ID or name of the campaign to be deleted Note If the name is specified and there are multiple campaigns with this name the latest created campaign will be removed this api key the authorization key See http kb mailchimp com accounts management about api keys 15 5 Delete User from Yammer Delete user with this e mail from Yammer use this access code This workflow action deletes the specified user from Yammer Parameters user with this e mail specify the e mail address of the user use this access code specify the access code There are two ways to receive it e Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken 15 6 Get User s Property from Yammer Get specified property of Yammer user with this e mail address use this access code store result in Variable variable This workflow action gets the specified property from the profile of the specified user in Yammer IV HarePoint Activities and Conditions Hareboint Com Parameters specified property specify the profile property to get user with this e mail address specify the user s e mail address use this access code specify the access code There are two ways to receive it e
7. 9 16 Set XMP Property Set specified MPX metadata property in document at this url to this value trigger events This workflow action sets the specified XMP metadata property for specified document to specified value Parameters specified MPX metadata choose XMP metadata property from the drop down list document at this url specify the full url of the document this value specify the value to be set In case if property field contains multiple properties they should be delimited by semicolon Example Set Dublin Core Subject XMP metadata property in url to construction house building trigger events select to trigger do not trigger item change event Examples Set Dublin Core Description XMP metadata property in Current Item Encodede Absolute URL to Some description here trigger events IV HarePoint Activities and Conditions Hareboint Com 10 Lists activities 10 1 Add Content Type to List Add this content type to list at this list url This workflow action adds specified content type to the list Parameters this Name of the content type this list url Full URL of the target list 10 2 Add Existing Column to Content Type Add this existing column to specified content type on the site at current site url This workflow action adds and existing column to a content type Parameters this existing column
8. Parameters this title the document set name this description the text description of the document set this content type the name of the document set content type that new document set should be based on folder at this url the URL of the folder in a document library where the document set will be created 7 11 Create Folder in the Document Library Create specified folder in the current folder This workflow action is used to create folder in document library Parameters specified Name of the folder to create current root Specifies where to create a new folder in the current folder of document library or in the root folder HarePoint Com IV HarePoint Activities and Conditions 7 12 Create Folder in the Document Library at Url Create specified folder at folder url This workflow action is used to create subfolder in document library or in folder of document library Parameters specified Folder name url Full URL with site name of document library or folder in document library 7 13 Create Link to a Document Create link to document with this url at this library url This workflow action creates a link in specified library to a document from another library Parameters this url the url of the document for which the link will be created this library url URL of the library where the link will be created 7 1
9. This workflow action is used to delete first occurrence of specified item from array variable Parameters item Item to remove from array array variable Array variable HarePoint Com IV HarePoint Activities and Conditions en 3 9 Remove Array Item at Remove the item at 0 index from array variable This workflow action is used to remove item at specified zero based index from array Parameters 0 Zero based index of array item array variable Array variable 3 10 Remove Duplicates from Array Remove duplicates from the array variable This workflow action is used to delete duplicated values in array Parameters array variable Array variable 4 Date Time activities 4 1 Converts Date from Local Time to UTC Converts specified date from Local Time to UTC and store result in Variable ConvertedToUTCDate This workflow action converts local date time variable to Coordinated Universal Time UTC date time The UTC is equal to the local time minus the UTC offset The conversion also takes into account the daylight saving time rule Parameters specified date Input date or Date Time variable Variable ConvertedToUTCDate Output Date Time variable 4 2 Converts Date from UTC to Local Time Converts specified date from UTC to Local Time and store result in Variable ConvertedToLocalTimeDate IV HarePoint Activiti
10. this url specify the URL of the workflow task item variable specify the variable to store the property value If propery is not found Null will be stored 10 31 If List Exists HarePoint If list with this name exists on the site at this url HarePoint Com IV HarePoint Activities and Conditions This workflow condition is used to determine if the specified list exists on an indicated site Parameters list with this name specify the List name at this url specify the site URL where to look for the required List 10 32 Is Current Item Checked Out HarePoint If current item is checked out This workflow condition returns true if the current item is checked out 10 33 Is Specified Item Checked Out HarePoint If item at specified url is checked out This workflow condition returns true if the item specified by URL is checked out Parameters specified Full URL of list item 10 34 Reject Item at Url Reject list item at this url item with specified comment This workflow action is used to reject items in specified list Note To get list item URL you can use Get List Item Url action Parameters this Full URL of list item specified Comment text IV HarePoint Activities and Conditions Hareboint Com 10 35 Remove All Attachments Remove all attachments from list item at this url Store numbe
11. 5 4 Execute SQL Command into List wo cc cece escccccescceceeeeececeeeeueeseeeseceeeeeeeseeueeseeeeeeueeuueueeseeeeseuees 71 BS CHUCKY XM UE 72 526 Transtorim EE 74 5 FOC EE TEE 76 DOCUMENT Conversion ACTIVITIES 00 ee eeeeeceeeeeeeeeteaeeeeessaeeeeesaaeeeceesaeeeceesaeeeeeeaeeeseseaeeeseseeaeeeeeeeaaeee 78 6 1 Convert DOCUMENT on aries Ati ari ae Ne ee Nea 78 6 2 Convert Eol ger at Url secs inves seipinn aeieea ea edd eebe ee Ee xt aiaee Ei 79 6 3 Convert InfoPath Form and Save to Document Library ccccccccccessssssseceeeeseesseseneseeeesessseseaeees 80 BAI CONVENT DESEN Ee Eege gege 81 6 5 G t Conversion JOD Status cirsio iaieiiea easa aiaia ad 82 6 6 Wait CONVEFSION JOD ET 82 DOCUMENT Library Te TEE 83 7 1 Add Watermark To PDF Document 83 7 2 Check N tenat ET 84 7 3 Check Out ltemmiate DE 84 7 4 Copy Document to List Item Attachment cceccssccccecsssessseseeeeecesseseeaeseceescesseeaaeseesesenssensaaeess 84 7S COPY OF MOVE DOCUMEN teiser iae a a aeea aae riai raia 85 7 6 Copy or Move Document to Different Farm 86 7 7 COPY OF MOVE Folde isses eonen gt egeeh Eee EEE EEEa e EEE AEE E E a E sg EEES E EE Eaei 86 7 8 Creat Document from Fil ssriieeiea a a NEA 87 79 Create Document froni Texti areeiro aae aasan ia eaaa a eaaa Aaa k NEE 87 7 10 Create Document Set in the Document UDbranm 88 7 11 Create Folder in the Document Library 0 ccceececsecccecesseseeceeeeeceseeuaececeescesseseaaeseeeesens
12. This workflow action is used to set SMTP server settings for HarePoint SMTP related activities like Send E Mail with List Item Attachments This activity must be placed above all other SMTP related activities in the current workflow step Otherwise farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used for SMTP related HarePoint activities Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL likehttp sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer Parameters this server SMTP server name or IP address By default port 25 is used you can specify port with colon like mail company com 125 type None Secure connection type Available values None SSL Note that SMTP server with SSL usually listen for incoming connections at port 465 this user Login for SMTP server may be blank this password Password for SMTP server may be blank Do not convert Specifies whether to convert message body to plain text or not Examples HarePoint Com IV HarePoint Activities and Conditions Use SMTP server exchange local 125 secure connection type None login this login and password this password Do not convert message body to plain text then Send e mail to gorlach exchange local with Normal importance blind carbon copy to this address use noreply exchange local as sender and in
13. different from working with in built SharePoint activities and Converts Date to Text conditions A complete user manual for activities and Get Date Property conditions is provided in Section IV of this user manual Set DateTime Constant HarePoint Activities Document Conversion Convert Document If you are new to workflow development in SharePoint Convert Folder at Url Designer please read the article referred to in Getting Started Convert Library Get Conversion Job Status e Please note that a number of activities and conditions are context sensitive and sometimes you may not find them in the menu For example the Create Document from File activity is available only when creating a workflow for the Document Library and it won t be listed in the menu when a workflow for the Calendar or the Task List is created HarePoint Com III Product Overview 3 Designing workflows in Microsoft Visio Microsoft Visio allows easily designing large and complex workflows You cannot set parameters for activities in Visio However it visually represents the workflow algorithm Note current version supports Microsoft Visio 2010 only Visio 2013 integration will be added in next release If you are new to designing workflows in Visio please read the following articles e Introduction to designing and customizing workflows http office microsoft com en HA101859249 aspx CTT 3 e Create import and export SharePo
14. Parameters Title the required EXIF property to be set can be selected from the drop down list Available values Title Subject Artist Copyright Date and Time Software GPS Latitude GPS Longtitude GPS Altitude this url the URL of the image variable the value of EXIF property to be set Examples Set EXIF property Title on image at Current Item Encoded Absolute URL to Trafalgar Square value 9 15 Set Transparent Color Set FFOOFF color of the image at specified url transparent convert to PNG This workflow action is used to set transparent color for an image in one of supported formats Image with the transparency can be saved in PNG or GIF formats only HarePoint Com IV HarePoint Activities and Conditions The transparent color is a property of the image transparency is not a property of the color Once you have set a color to be the transparent color any regions of the image in that color that were drawn previously will be transparent Note See Get Image Size activity overview for the list of supported file formats Parameters FFOOFF Color to mark as transparent You can use hexadecimal RGB values like RRGGBB or the name of system defined color from this list http msdn microsoft com en us library system drawing knowncolor VS 90 aspx specified url URL of the image in Document Library PNG Output format for the image with transparency PNG or GIF
15. Set Active Directory authentication impersonate using name COMPANY Administrator and password 111 then Set Variable logon name to test n1 then Create new user on 192 168 2 16 server with Variable logon name logon name John Smith full name Test user description 123 password then Set Variable logon name account password on 192 168 2 16 to 321 1 23 Set User s Attribute in Active Directory Set this attribute of current user in Active Directory to this value This workflow action is used to set attribute of specified user from Active Directory Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step HarePoint Com IV HarePoint Activities and Conditions fe See Also Set User s Multivalued Attribute in Active Directory action Parameters this attribute Name of attribute current user User logon name like DOMAIN Account or current user by default this value Value for attribute 1 24 Set User s Multivalued Attribute in Active Directory Set multi valued attribute this attribute of current user in Active Directory to this value This workflow action is used to set multi valued attribute of the specified Active Directory user Note This action
16. Twitter authorization token generated with Twitter Authorization Tool 15 14 Set User s Property in Yammer Set specified property of Yammer user with this e mail address to this value use this access code This workflow action sets the specified property to the profile of the specified user in Yammer Parameters specified property select the property to set user with this e mail address specify the user s e mail address this value specify the new value for this property use this access code specify the access code IV HarePoint Activities and Conditions HarePoint Com There are two ways to receive it e Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken 15 15 Subscribe to MailChimp List Subscribe this e mail address to this MailChimp list Use this api key This workflow action is used to add a new subscriber to a MailChimp list Parameters this e mail address specify the e mail address of a new subscriber this MailChimp list specify the name of the MailChimp list where the new subscriber needs to be added this api key the authorization key See http kb mailchimp com accounts management about api keys 15 16 Unsubscribe from MailChimp List Unsubscribe this e mail a
17. w S Local Variables e Cinn Sca Step i Export Workflow s Check for Errors o d tic e ally to Visio Settings i Association Columns i Save Modify g Insert Manage Variables _Navigation lt a oe Site amp My New Workflow E x Site Objects a fh Team Site gt Workflows E My New Workflow gt Editor gt ka Team Site j m Lists and Libraries Step 1 E3 Site Pages Start typing or use the Insert group in the Ribbon Gi Site Assets Click Action on the control panel and scroll the All Actions a E Parallel Block e Ya list that opens If you see categories of activities the titles of Export Workflow Siobally to Visio settings which start with HarePoint Activities congratulations as a All Actions HarePoint Activities Arrays Add Array Item everything has been successfully installed and you can start creating workflows Clear Array Create Array Get Array Item 7 Please note that apart from activities the product includes a Staay iene Ct few conditions They are available in the drop down list of Get Index of Array Item Conditions and have the names of this kind Insert Array Item Remove Array Item Remove Array Item at Is Item Field Matched to Regular Expression HarePoint Remove Duplicates from Array HarePoint Activities Date Time Working with HarePoint activities and conditions is not Converts Date from Local Time to UTC S x n S a wir eae TOE
18. Copy document at this url to the different farm s folder at specified url and with the same name Overwrite existing document This workflow action is used to copy or move specified document to the document library located ona different SharePoint farm Important Note the action Set Target Site Options always should be used before this action Additionally you can use Set Encrypted Passwords action and Encrypt Credentials tool to specify the credentials in secure way See Also Ser Encrypted Passwords and Set Target Site Options actions Parameters Copy Specifies whether to copy or move document this url Full URL of the source document specified url Full URL of the target document library on a different SharePoint farm the same name Optional parameter new file name and extension for the document Overwrite If the document library already contains document with the same name then you can apply one from two options Overwrite replace document with the new one Do not overwrite skip this document Note This action adds new file version when overwriting 7 7 Copy or Move Folder Copy all documents of this content type from a folder at this url to the folder at this url Overwrite existing documents Include subfolders This workflow action copies or moves the files from the specified folder to another folder Can optionally include files in subfolders P
19. Current Item Approver Comments using url encoder and store in Variable param then Send HTTP request to http mysite q Variable param using GET method with this headers Store response in Variable pageBody and status code in Variable code 11 7 Send HTTP OAuth Request Send HTTP OAuth request to this url using GET method with these headers and this request Store response in variable This workflow action is used to send HTTP OAuth request Various HTTP methods available Note Set OAuth Authentication action needs to be used prior this action See also Set OAuth Authentication action Parameters this url this is the API endpoint the URL of the web resource to send the request to Please refer to Developers API documentation for details using GET method select the HTTP method Possible values e GET e POST e PUT e DELETE Please refer to Developers API documentation to find out which method should be used IV HarePoint Activities and Conditions Hareboint Com these headers Optional specify the additional headers for this request if necessary this request Optional specify the request body if necessary Variable specify the variable where the server response will be saved to Examples How to work with xero com Creating a new contact see also Set OAuth Authentication action Step 1 Obtain the base64 encoded private key I
20. Examples Move Active Directory user COMPANY user1 into company local Staff organizational unit 1 20 Remove Member from Active Directory Group Remove current user from members of specified group in Active Directory HarePoint Com IV HarePoint Activities and Conditions This workflow action will remove user or group from an Active Directory security group Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters current user Logon name of the user or group DOMAIN user or user domain com Leave the field empty to use current user specified Logon name of the group DOMAIN group or group domain com Examples Remove COMPANY jsmith from finance company com group in Active Directory 1 21 Set Active Directory Authentication Set Active Directory authentication using user name this user and password this password search in the current forest This workflow action is used to specify AD credentials for all AD related HarePoint activities like Remove Member from Active Directory Group or Delete Group from Active Directory in the current workflow step This activity must be placed above all other AD related activities in the step Otherwise AD will
21. Non negative values of index are zero based and means from beginning of array so 1 means second item of array Negative value of index means from the end of array so 1 means last item of array Parameters 0 Index of array item array variable Array variable variable Output variable to store result 3 5 Get Array Items Count Get the number of items in the array variable and store in Variable variable1 This action allows you to get the number of array items HarePoint Com IV HarePoint Activities and Conditions Parameters array variable Array variable Variable variable1 Output integer variable Examples Get list of the Active Directory groups where user current user is member Store list of these groups in Variable GroupsArray success of searching in Variable UserFound then Get the number of items in the Variable GroupsArray and store in Variable qroupsCount then Log Workflow Context Current User is the member of Variable groupsCount groups to the workflow history list 3 6 Get Index of Array Item Get index of item item in the array variable and store in Variable variable1 This workflow action is used to get zero based index of specified item in array variable Result 1 means that item is not found Parameters item Item to get index of array variable Array variable Variable variable1 O
22. Secure connection type Available values None SSL Note that IMAP server with SSL usually listen for incoming connections at port 993 this login User name for the IMAP server this password Password for the IMAP server with Specify whether to attach message attachments to list item or not this url Full URL of the list this url Optional Full URL of the document library where inline attachments will be stored Examples Download all e mails from imap mailserver com 143 secure connection type None login harepoint gmail com and password pwd123 Store them with attachments into the list at Variable listUrl Store inline images in folder at Variable folderUrl 8 4 Receive All E Mails to List from POP3 Server Download all e mails from this server secure connection type None login this login and password this password Store them with attachments into the list at this url Store inline images in folder at this url HarePoint Com IV HarePoint Activities and Conditions a This workflow action is used to download all messages from the specified POP3 mailbox to the prepared SharePoint list The messages are deleted from the mailbox after adding into SharePoint list The target SharePoint list should contain the following fields that will be filled by the values from the downloaded messages Column Title Description FromName FromAddress FromUser Date Importance Text
23. action will be executed under context of the user who started the workflow Parameters this list Target list this user All permissions for this user or group will be removed HarePoint Com IV HarePoint Activities and Conditions 13 9 Delete All User Permissions from List Item Delete all permissions from this list item for this user This workflow action is used to delete all permissions for specified user from list item Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters this list item Target list item this user All permissions for this user or group will be removed 13 10 Delete Permissions at Url Delete specified permissions at this url This workflow actions is used to remove site users permissions from SharePoint site list list folder or list item specified by URL In the Remove List Item Permissions window you can choose multiple users and select any permissions for them including Out Of The Box and custom permissions r P 52 Add List Item Permissions The following permissions will be added to any existing permissions on the list item Permission GORLACH 7 gorlach Contribute Full Control Modify Permissions Choose users to grant below permissions to Choose permissions to grant m Design I Full Control IT Read xasssss
24. in the history list After purchasing Full License and entering Registration Keys on the administration page HarePoint Workflow Extensions of the Central Administration site all workflow activities will become available All previously created workflows using the paid activities will be executed without errors 3 Installing HarePoint Workflow Extensions To install the product you ll need administrator rights for SharePoint farm Please access any server of the SharePoint farm unpack the product archive into a folder on the local disk Run SETUP EXE in the selected folder The following window will be opened Il Deployment Hareboint Com Select item Setup HarePoint Workflow Extensions Installation Wizard will be started Press Next button on the wizard s welcome window and the wizard will check if the product can be installed HarePoint Workflow Extensions Prerequisites Checking if HarePoint Workflow Extensions can be installed from this machine Checking if Microsoft SharePoint Foundation 2010 is installed Microsoft SharePoint Foundation 2010 is installed A Checking pemissions to install and deploy SharePoint solutions Checking if Administrative Service is running Pending Checking if Timer Service is running Pending Checking if solutions exist in package Pending Checking if solution HarePoint Workflow Extensions Core for SharePoint 2010 file exists Pending Checking if solutio
25. obtain culture specific information such as casing rules and the alphabetical order of individual characters multiline mode Multiline mode Changes the meaning of and so they match at the beginning and end respectively of any line and not just the beginning and end of the entire string singleline mode Specifies single line mode Changes the meaning of the dot so it matches every character instead of every character except n search right to left Specifies that the search will be from right to left instead of from left to right Examples Set regular expression options ignore case No is pattern culture invariant Yes use multiline mode No use singleline mode No search right to left No then Capture est in IT IS TEST and store in Variable r1 then Set regular expression options ignore case Yes is pattern culture invariant Yes use multiline mode No use singleline mode No search right to left No then Capture est in IT IS TEST and store in Variable r2 then Log lt Variable r1 gt lt Variable r2 gt to the workflow history list Result in workflow history list lt gt lt TEST gt 16 19 Split Text Splits specified text using specified delimiters strings one per line and store in Variable StringsArray This workflow action is used to split text and store results to strings array You can specify string delimiters one per line or character deli
26. r e 7 j 7 ee T i CT O Section E OI g8 Design Form Micros Keint Table Tools i Gel as EI Optional Section with Controls Home Insert Page Design Data Properties Layout Q E Optional Section Name Data Type e Data Default Change Field Properties Bf Control Properties Format Value Binding Sig Change Control Properties a Modify Test Title Test Field Rule Inspector Rules Test Picture i Cic EE Dages Copy All Rules i Paste All Rules Copy XPath E KR Properties PaF Test attechments H lick here Attachments t Attachments S LE gf attachmentURL o o o H Test Field X Uu Show basic view Show details Actions Add Field Manage Data Connections Publish location http sp14 vlab mapilab local 133 Lists InfoPathTes IV HarePoint Activities and Conditions Hareboint Com 10 7 Copy List Item at Url Copy list item at this url to the list at this list url Store output item url in Variable variable1 Trigger events This workflow action is used to copy list item from one list to another Note This action can copy multiple list items if an array of URLs is provided as the input parameter Parameters this url Full URL of the source list item Arrays of the URLs are also supported in this case all items for this array will be copied this list url Full URL of the target
27. specify the name of the existing column to be added specified content type specify the content type name to which the column will be added current site optional specify the URL of the site Examples Step 1 Create a new site column on the site at current site url based on lt Field Type Text Name Test Text Fi CAML then Create a new content type on the site at current site url with Word Document title based on Document put into this sorting group then Add Test Text Field exising column to Word Document content type on the site at current site url then Set document template url for Word Document content type on the site at current site url to Current Item Encoded Absolute URL copy document to the resource folder then Add Word Document content type to list at Current Item Encoded Absolute URL CAML lt Field Type Text Name Test_Text_Field DisplayName Test Text Field gt 10 3 Approve Item at Url Approve this list item url item with specified comment HarePoint Com IV HarePoint Activities and Conditions This workflow action is used to approve list item in specified by URL Note To get list item URL you can use Get List Item Url action Parameters this list item url Full URL of list item specified Comment text Examples Get Display Form url for list item Current Item and store result in Variable F1 Get Edit Form url for li
28. then Set regular expression options ignore case Yes is pattern culture invariant Yes use multiline mode No use singleline mode No search right to left No then Capture est in IT IS TEST and store in Variable r2 then Log lt Variable r1 gt lt Variable r2 gt to the workflow history list Result in workflow history list lt gt lt TEST gt 16 3 Convert HTML To Text Convert this HTML code to plain text and store result in Variable variable This workflow action is used to strip HTML tags from specified string and return result in to output variable Parameters this Text expression item field or variable to convert Variable variable Output string variable 16 4 Convert Number To Text Convert this number to text in English and store result in Variable variable This workflow action is used to convert integer number into text using specified language Supported languages English French German Russian Parameters this number Input integer to convert English One of the available languages IV HarePoint Activities and Conditions HarePoint Com Variable variable Output string variable Examples Convert Variable totalPrice number to text in English and store result in Variable totalPriceText 16 5 Convert Text Case Convert this text to uppercase and store in Variable variable Converts specifie
29. B was lost because it has no suitable mapping to Russian code page 16 8 Decode Web Text Decode specified text using url decoder and store in Variable DecodedText This workflow action will decode text with one from two available decoding methods and return result in to output variable Available decode methods HarePoint Com IV HarePoint Activities and Conditions 1 url decoder Converts a URL encoded string into a decoded string If characters such as blanks and punctuation are passed in an HTTP stream they might be misinterpreted at the receiving end URL encoding converts characters that are not allowed in a URL into character entity equivalents URL decoding reverses the encoding For example when embedded in a block of text to be transmitted in a URL the characters lt and gt are encoded as 3c and 3e this method decodes its back 2 html decoder Converts a string that has been HTML encoded for HTTP transmission into a decoded string If characters such as blanks and punctuation are passed in an HTTP stream they might be misinterpreted at the receiving end HTML encoding converts characters that are not allowed in HTML into character entity equivalents HTML decoding reverses the encoding For example when embedded in a block of text the characters lt and gt are encoded as amp lt and amp gt for HTTP transmission this method decodes its back Parameters specified text Text expression
30. Credentials tool Note You can use the Encrypt Credentials tool to encrypt the password in this case specify the Username and Password in Web Service field and use Set encrypted password action Do not convert message body select to convert message body to plain text or not Use SharePoint computer time optional specify the time zone for the meeting request By default SharePoint Computer time zone will be used If necessary time zone can be specified explicitly The available names for time zones can be viewed in the following system registry key HKLM SOFTWARE Microsoft Windows NT CurrentVersion Time Zones impersonate as current user it is possbile to impersonate as currenet user so the meeting request will be sent on behalf of the user who launched the workflow Two conditions should be met for successful impersonation 1 The user who will launch the workflow need to have a valid e mail address in his profile on the Exchange server being used 2 The user account who will launch the workflow need to have Send As permission Please refer to http msdn microsoft com en us library office bb204095 v exchg 140 aspx for more details Examples Use Exchange Server at https exch example org EWS Exchange asmx and this user and this password to authenticate against web service Do not convert message body to plain text use SharePoint computer time zone impersonate as current user 1
31. GET ROGUES EE 156 11 7 Send HTTP OAuth ReQuest cccccccccecsssssssessececessesssnsessececessessaeeesececeesesscaeeeseceeeesessananseceeeess 157 11 8 Send HTTP POST Request scczcccssesceceeccs cenena eeaeee aie aa eaaa eaaa a E Ee a E aai 159 11 9 Send XMPP Instant Message 160 11 10 Set Encrypted Passwords seirene renino aniden eaae aaae aaide kaaa ia aaae oaae aidea 160 11 11 Set Exchange Web Service Options 161 11 12 Set FTP Serv r Option sisc ccscccsessseccctesaeecdesstaecacd RRE EE SES NEEN RRE KAES RRE NES ae 162 11 13 Set HTTP Request OPtions essiri csesessssssssssssssssssssceeeeseeesesaaeseseseaeseaeaeaeaeaeaeaeaeaeaeaeaeaeanaeaaanaes 163 11 14 Set OAuth Authentication eee ceecceeeseeeesneceeeeeseeeeecaeeeeaaeseeaeeceaeeesaaeseeaaeseeeeeseaeseeaaeeneaeeeeaes 164 11 15 Set Web Service Options sicc scccccssescccdssascccesseaccedsvaacccesseacceds vancccevveacccdvsabccccpebscedsvabccddovabecedseaace 165 Ee MUI eege eelere lees 165 11 17 Upload Document to FTP Server 166 11 18 Upload List Item Attachments to FTP Server 166 T2 Office activities a aa E a a E E e AE EE O Eae 167 12 1 Accept Revision Changes in Word Document 167 12 2 Add New Row into Excel Document 168 12 3 Add New Row into Word Document essssssssssiiesiissrsssirssirssisssiisstisstinstisstinstinstinstenutnnereneseesnt 168 12 4 Find Text in Word Document 169 12 5 Get Cell Malte eege ege Ee Ee EE EE Een 169 12 6 Get Office Document Property cececcsssssssecece
32. IV HarePoint Activities and Conditions Hareboint Com This workflow automatically converts uncompressed images to JPG format 9 2 Convert Images in Folder Convert images in folder at this url to JPG format and store converted images in specified url Overwrite existing image Do not delete source images This workflow action is used to convert all images of supported formats in specified Document Library or folder of Document Library Source and target folders or Document Libraries may be the same Pay attention that source images which already have a type specified by second parameter will not be copied to the target folder Use built in Copy List Item activity if required Note See Get Image Size activity overview for the list of supported file formats Parameters this url Full URL of Document Library or folder of Document Library with source files JPG One of supported output formats Bitmap Picture bmp GIF JPG PNG TGA TIFF specified url Full URL of target Document Library or folder of Document Library to store converted images May be the same as source URL Overwrite Overwrite or do not overwrite pictures in target Document Library Do not delete Delete or do not delete source images 9 3 Convert Images in Library Convert images in this library to JPG format and store converted images in specified library Overwrite existing image Do not delete source image
33. Item Encoded Absoulte URL list item url This workflow automatically converts uncompressed images to JPG format 9 9 Is Image Type Supported HarePoint If image at this URL is supported This workflow condition analyzes file extension and returns true if the file type is supported by the Product image processing engine File formats supported by the Product image processing engine IV HarePoint Activities and Conditions Hareboint Com BMP files reading writing DDS files reading EXR files reading writing Raw Fax G3 files reading GIF files reading writing HDR files reading writing ICO files reading writing IFF files reading JNG files reading JPEG JIF files reading writing JPEG 2000 File Format reading writing JPEG 2000 codestream reading writing KOALA files reading Kodak PhotoCD files reading MNG files reading PCX files reading PBM PGM PPM files reading writing PFM files reading writing PNG files reading writing Macintosh PICT files reading Photoshop PSD files reading RAW camera files reading see note below Sun RAS files reading SGI files reading TARGA files reading writing HarePoint Com IV HarePoint Activities and Conditions e TIFF files reading writing e WBMP files reading writing e XBM files reading e XPM files reading writing Note Product can load RAW files from digital photo cameras CRW CR2 NEF RAF
34. Item for the document library workflow 8 9 Send E Mail with File Attachments Send e mail to this address with Normal importance blind carbon copy to this address use this address as sender and include a file this file as attachment This workflow action is used to send e mail with one or more file attachments from local disk or network share By default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters e mail to this address Click here to specify message recipients carbon copy recipients message subject and body Normal E mail importance Available options Normal Low High blind carbon copy to this address Blind carbon copy recipients maybe blank this address as sender Sender address If this value is not specified then value from farm settings for outgoing emails will be used this file Multi line string with one or more file names from local disk or network share to attach Each file name must be on a separate line Examples Use SMTP server exchange local 125 secure connection type None login this login and password this password IV HarePoint Activities and Conditions Hareboint Com then Send e mail to gorlach exchange local with Normal importance blind carbon copy to this address use noreply exchange local as sender and include a file C temp report
35. KEE 132 lg E Me RE 133 10 14 Create List temat Url nonesis suns E a E OAE aE E EE aapi 133 10 15 Create List Item on Different Farm eee eccseeesceceeeeeceeeeeaaeeeeaeeceeeeessaeseeaaeseeeeseaeeeeaaeeneaeeeeaes 135 10 16 Create Site COLUM erisieisni unpenn e a a i a 136 10 17 Delete All LIStITSNS iriri nriran a E E nE EAEE pe 137 HarePoint Com Table of Contents fe 10 18 Delete Item at Wil eebe eEdeestere dace EES ENEE AER AE deele dates 138 10 19 Delete Item on Different Farm 139 10 20 Download InfoPath Attachments to Folder AAA 139 10 21 Find List IEA at Uri E 140 10 22 Find list Item By CAML s cec eicscaensecacesveveacdettacaces Eesen 141 10 23 Find List Item by CAML on Different Farm 141 10 24 Find List Item on Different Farm o oo eee ecsseeeenceceeeeeceaeeeeaaeseeneeceaeeesaaeseeaaeseeeeeseaeeeeaaeeneaeeeeaes 142 1 0 25 Get Field Value at Url vasscceses costes oss cen vecd ncdes vasa geed 143 10 26 Get List Item Attachment Content 143 10 27 Get List Item Attachments ue 144 10 28 G t list Item Url issii staves ss desse egener ed 144 10 29 Get list EE 145 10 30 Get Workflow Task Droperty 146 10 31 If List Exists HarePoint ccccccccceessececsssseeeceessececeesseeecsesaececeesaececsesseeecsesaeeecseaaeeeceesaeeeeseaaes 146 10 32 Is Current Item Checked Out HarePoint cccccccsseccceessececeeseececsesececsesaeeeceesaeeeeeesaeeeeeeaaes 147 10 33 Is Specified Item Checked Out THareboint 147 10 34 Re
36. Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken store result in Variable variable specify the variable to store the output 15 7 Invite User to Yammer Send Yammer invitation e mail to this e mail address use this access code This workflow action initiates sending an invitation e mail from Yammer network to specified e mail address Parameters this e mail address specify the recipient s e mail address use this access code specify the access code There are two ways to receive it e Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken 15 8 Publish Message to Social Media via dlvr it Publish message with this text this title and attach image at this url using this dlvr it API key and this route This workflow action allows posting to Facebook Twitter Google and other social networks using dlvr it HarePoint Com IV HarePoint Activities and Conditions Note This action requires registration on dlvr it Free subscription allows posting to 3 networks Parameters this text message text this title message title optional attach image at this
37. XMP Property Get specified XMP metadata property from document at this url and store result in Variable variable1 This workflow action gets the specified XMP property from the specified document and saves it toa variable Parameters specified XMP metadata select the required XMP metadata from the drop down list document at this url specify the full URL of the document HarePoint Com IV HarePoint Activities and Conditions Variable variablel specify the variable name to store the result Examples Get Dublin Core Subject XMP metadata property from Current Item Encoded Absolute URL and store in Variable XMPSubject 9 8 Is Image Compressed HarePoint If image at this URL uses compression This workflow condition analyzes image file content to check wherher the image is compressed or is not In some cases e g in case of TIFF images it is impossible to determine if the image is compressed or is not only by file extension Parameters this URL Full URL of the picture in Document Library Examples If image at Current Item Encoded Absoulte URL is supported If image at Current Item Encoded Absoulte URL uses compression Log Conversion is not required to the workflow history list else Convert image at Current Item Encoded Absoulte URL to JPG format and store URL of converted image in Variable Converted lmageUrl Overwrite existing image then Delete item at Current
38. at this url Store inline images in folder at this url This workflow action is used to download all messages from the specified IMAP mailbox from the default folder usually INBOX to the prepared SharePoint list The messages are deleted from the mailbox after adding into SharePoint list The target SharePoint list should contain the following fields that will be filled by the values from the downloaded messages IV HarePoint Activities and Conditions Hareboint Com Column Title Description FromName FromAddress FromUser Date Importance TextBody ToString CCString ReplyToString MailHeaders Parameters Data Type Single line of text Multiple lines of text enhanced rich text Single line of text Single line of text Person or Group Date and Time Single line of text Multiple lines of text Single line of text Single line of text Single line of text Multiple lines of text E mail header Subject Html Body Sender display name Sender e mail address The program tries to find SharePoint user with the message sender e mail address Date Sent Message importance Low Normal High Text body of the message To field with names and e mail addresses CC field with names and e mail addresses Reply To header All message headers this server IMAP server name or IP address By default port 143 is used you can specify port with colon like mail company com 1143 type None
39. be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL like http sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer Parameters this user User name that will be used for Active Directory access like DOMAIN Account this password Password that will be used for Active Directory access see Note current forest Specify the search scope to find the necessary user Possible values e current e current and trusted e custom in this case additionally specify the forest DNS name IV HarePoint Activities and Conditions HarePoint Com 1 22 Set Local User s Password on Server Set logon name account password on this server to this password This workflow action provides the capability to change the local user account password on specified server Important Note Set Active Directory authentication action is required prior using this action to speciy the administrator account that will be used to create a local account Parameters logon name local account logon name this server NetBIOS name DNS name or IP address Important Note if you need to set a password for a user on a local machine use localhost as a name this password new password Examples
40. been exceeded time out is triggered Parameters field specify the field to be checked to equal logical operand Available values To equal To not equal value specify the target value 0 days days for timeout 0 hours hours for timeout 5 minutes minutes for timeout Variable isTimeOut false when no timeout occured and true when timeout has occured 11 Network activities 11 1 Create Directory on FTP Server Create specified directory in this folder on FTP server This workflow action is used to create directory on FTP server To specify server name login and password place Set FTP Server Options activity the current workflow step first Parameters specified Directory name on FTP server this Folder name to create Examples See example in Set FTP Server Options activity description HarePoint Com IV HarePoint Activities and Conditions 11 2 Delete Directory from FTP Server Delete this directory from FTP server Do not delete directory if directory is not empty This workflow actions is used to delete specified directory on the FTP server To specify server name login and password place Set FTP Server Options activity the current workflow step first Parameters this Directory name to delete Do not delete directory Specifies whether to delete child items or not 11 3 Delete File from FTP Serv
41. copy recipients maybe blank this address as sender Sender address If this value is not specified then value from farm settings for outgoing emails will be used this item Attachments of this list item like Calendar or Task will be attached to e mail 8 14 Send E Mail with Multiple Attachments Send e mail to this address with Normal importance blind carbon copy to this address use this address as sender and add all files at this urls to attachments of e mail This workflow action is used to send e mail with multiple file attachment specified by array of URLs IV HarePoint Activities and Conditions HarePoint Com By default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters e mail to this address Click here to specify message recipients carbon copy recipients message subject and body Normal E mail importance Available options Normal Low High blind carbon copy to this address Blind carbon copy recipients maybe blank this address as sender Sender address If this value is not specified then value from farm settings for outgoing emails will be used this urls Array of full URLs to files to be attached Examples Find item in the list at http spsite Shared 20Documents where item s Name is not empty value Store result urls in Variable array
42. current site optional specify the URL of the site to this url specify the URL of the document that will be used as a template copy select to copy do not copy the document template to the resource folder Examples Step 1 Create a new site column on the site at current site url based on lt Field Type Text Name Test Text Fi CAML then Create a new content type on the site at current site url with Word Document title based on Document put into this sorting group then Add Test Text Field exising column to Word Document content type on the site at current site url then Set document template url for Word Document content type on the site at current site url to Current Item Encoded Absolute URL copy document to the resource folder then Add Word Document content type to list at Current Item Encoded Absolute URL CAML lt Field Type Text Name Test_Text_Field DisplayName Test Text Field gt 10 39 Set Default Content Type on List Set this content type as default content type on the list at this list url This workflow action sets specified content type as default for the specified list If list does not contains specified content type then it will be added first Parameters this content type Name of the content type this list url Full URL of the target list IV HarePoint Activities and Conditions Hareboint Com 10 40 Update List Item at
43. kb mailchimp com accounts management about api keys 15 12 Send MailChimp Campaign Send this MailChimp campaign immediately Use this api key This workflow action is used to initate sending a MailChimp campaign immediately Note The campaign sending can also be scheduled see Schedule MailChimp Campaign action Parameters this MailChimp campaign specify either ID or name of the campaign to be sent Note If the name is specified and there are multiple campaigns with this name the latest created campaign will be sent this api key the authorization key See http kb mailchimp com accounts management about api keys 15 13 Send Twitter Message Send message with specified twitter authorization token This workflow action is used to send message to twitter To set up this action you must create authorization token with Twitter Authorization Tool placed in the program folder in Start menu Run the tool and click Request Token button After that Twitter web page will be opened IV HarePoint Activities and Conditions Hareboint Com An application would like to connect to your account The application HarePoint Workflow Activities by MAPILab Ltd would like the ability to access and update your data on Twitter Not using Twitter Sign up and Join the Conversation Username or Emait Password Deny Allow By clicking Allow you continue to operate under Tw
44. not found in Active Directory 1 13 Get Active Directory Groups Where User is Member Get list of the Active Directory groups where user current user is member Store list of these groups in Variable GroupsArray success of the searching in Variable UserFound This workflow action will return the list of groups where specified user is a member Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters current user The name of Active Directory user for reading names of his groups like DOMAIN Account Leave the field empty to use current user Variable GroupsArray Output array variable with the list of groups Use Join Text or array activities to convert this array to string Variable UserFound Output boolean variable true indicates that user was found in Active Directory Examples Get list of the Active Directory groups where user current user is member Store list of these groups in Variable GroupsArray success of searching in Variable UserFound then Get the number of items in the Variable GroupsArray and store in Variable groupsCount then Log Workflow Context Current User is the member of Variable groupsCount groups to the workflow hist
45. not just the beginning and end of the entire string singleline mode Specifies single line mode Changes the meaning of the dot so it matches every character instead of every character except nl search right to left Specifies that the search will be from right to left instead of from left to right 16 16 Join Text Joins string array at index 0 next 1 items using specified delimiter and store in Variable JoinedText This workflow action is used to join strings from array to one string using specified delimiter See Also Split Text activity Parameters string array Input strings array index 0 Zero based index of the first array item to join next 1 Zero based index of the last array item to join 1 means to the end of the array specified delimiter String placed between two array items Variable JoinedText Output string variable Examples HarePoint Com IV HarePoint Activities and Conditions Capture b A ZO 9 J A Z0 9 A Z 2 4 b in xxx kkk my com owkk kkk s i12 com ddd and store all occurrences inVariable MatchResults2 then Join Variable MatchResults2 at index 0 next 1 items using and store in Variable emails then Log Variable emails to the workflow history list Result in workflow history list kkk my com s i12 com 16 17 Replace Text Find regular expression in this text replace with this text and store in Variable Re
46. or MACHINE account this site Full URL of the site 2 4 Change SharePoint Group Owner Change specified group owner at current site url to current user account This workflow action is used to change the owner of the SharePoint group Parameters specified group specify the SharePoint group name current site url optional specify the address of the site where the group should be searched at current user optional specify the name of the account or a group that should be set as a group owner 2 5 Create SharePoint Group Create specified group at site url and make current user the owner give this permission level can view Group Member can edit Group Owner IV HarePoint Activities and Conditions HarePoint Com This workflow action is used to create new SharePoint group You can add members to the created group with Add Users to SharePoint Group action Parameters specified group Group name site url Full URL of the site current user Logon name like DOMAIN account of group owner Current user by default this permission level Site permissions for the new group You can specify one or more permissions separated by semicolon including custom permission levels as its listed at Site Settings Permission Levels can view Group Member Who can view the membership of the group Available values Group Members Everyone can edit Gro
47. overwrite generate an error Append unique identifier add string like _20e0ad06 4261 4349 8a37 894fa7574f42 to the end of file name Trigger Specifies whether to trigger an item create event 7 9 Create Document from Text Create document from this text in file url Overwrite existing document Trigger events This workflow action is used to add new text document or replace existing document by new file created from string variable IV HarePoint Activities and Conditions HarePoint Com Parameters this text Document body file url Full URL for the new document including site name file name and extension Overwrite If the folder already contains file with the same name then you can apply one from three options Overwrite replace file in library by specified file Do not overwrite generate an error Append unique identifier add string like _20e0ad06 4261 4349 8a37 894fa7574f42 to the end of file name Trigger Specifies whether to trigger an item create event 7 10 Create Document Set in the Document Library Create this title document set with this description based on this content type in the folder at this url This workflow action creates a document set in a specified document library Note Since the document set from technical point of view behaves the same way as a document library you can use the actions fordocument libraries to manage the document set
48. pdf as attachment 8 10 Send E Mail with Http File Attachment Send e mail to this address with Normal importance blind carbon copy to this address use this address as sender and include a file from this url as attachment named file name This workflow action is used to send e mail with file attachment specified by URL By default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters e mail to this address Click here to specify message recipients carbon copy recipients message subject and body Normal E mail importance Available options Normal Low High blind carbon copy to this address Blind carbon copy recipients maybe blank this address as sender Sender address If this value is not specified then value from farm settings for outgoing emails will be used this URL Full URL to file file name Optional new name and extension for attached file leave blank to use original name Examples Send e mail to harepoint gmail com with Normal importance blind carbon copy to this address use noreply harepoint com as sender and include a file from Workflow Context Current Item URL as attachment named file name HarePoint Com IV HarePoint Activities and Conditions 8 11 Send E Mail with InfoPath Attachments Send e mail to this address with Normal importance bli
49. returned by Convert Document Convert Folder at Url or Convert Library actions Examples Convert document Current Item to PDF format and store job ID in Variable ConversionJobld Overwrite existing document then Wait while conversion job Variable ConversionJobld is running then Get conversion job Variable ConversionJobld status and store in Variable JobStatus store links to converted documents in Variable DocumentsArray then Get item at 0 index from Variable DocumentsArray and store in Variable FileName then Log Status Variable JobStatus File name Variable FileName to the workflow history list Result in workflow history list Status Completed File name http sp14 vlab Shared Documents Invoice 1730A pdf 7 Document Library activities 7 1 Add Watermark To PDF Document Insert a watermark text or image url in a PDF file at this url Save result to the folder at specified url and with the same name Overwrite existing document This workflow action is used to add a text watermark or image watermarks to a PDF file Seel also Use the Set PDF Watermark Options action prior this action to set the advanced options for the watermark Parameters text watermark text image url watermark picture url Either of these parameters should be specified If both parameters specified image url parameter will be used IV HarePoint Activities and Conditions HareP
50. this user and this password then Upload Tasks list item attachments to FTP server into incoming folder If the file already exists do nothing In the example above in the last activity when choosing Tasks list item specify searching Attachments Yes in the Choose List Item window Unfortunatelly SharePoint designer does not visualize searching options in workflow window 11 13 Set HTTP Request Options Use this user and this password to authenticate against website This workflow action is used to set HTTP login and password for other HTTP related activities like Send HTTP GET Request IV HarePoint Activities and Conditions HarePoint Com Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL like http sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer Parameters this user User name that will be used for HTTP authentication this password Password that will be used for HTTP authentication 11 14 Set OAuth Authentication Set xero com OAuth authentication Use this consumer key this consumer secret sign request with default request token at this url get access token at this url This workflow action is used to set OAuth authentication See also Send HTTP OAuth Request action Parameters xero com select the site to authenticate against Possible values e xero com e
51. url path to an image to be attached to a post optional this API key user s secret key to access dlvr it API API key can be checked here https app dlvr it settings account this route route name for dlvr it that will be used to post message The route is set up in divr it https app divr it deliveries right after you log into it Add there RSS then add those social networks that you wish to repost to Specify the route name in this parameter 15 9 Publish Message to Yammer Publish this message to All Company Yammer group attach file at this url use this access code This workflow action posts a message to any group of Yammer corporate network a file can be attached from the specified document library Parameters this message a text of the message to be posted to All Company Yammer group select the Yammer group where this message should be posted attach file at this url specify the URL of the file from Document Library in SharePoint use this access code specify the access code There are two ways to receive it e Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken IV HarePoint Activities and Conditions HarePoint Com 15 10 Replicate MailChimp Campaign Replicate this MailChim
52. uses array variable Use Create Array or Split Text actions to create array variable Hint This action can be used to set AD attribute to empty null To achieve this create an empty array using Create Array action then set the AD attribute to this array See Also Set User s Attribute in Active Directory action Parameters this attribute Name of attribute current user User logon name like DOMAIN Account or current user by default this value Array variable with values 1 25 Set User s Password in Active Directory Set logon name account password in Active Directory to this password This workflow action is used to set password for specified Active Directory user Parameters logon name Logon name of the user DOMAIN user or user domain com this password String with new password Examples IV HarePoint Activities and Conditions HarePoint Com Set Active Directory authentication impersonate using user name Administrator and password adminpasswd then Set MAPILAB testuser account password in Active Directory to newpassword 1 26 Set User s Photo in Active Directory Set current user s photo in Active Directory to photo at this url This workflow actions is used to set or remove photo in the Active Directory user s profile thumbnailPicture attribute JPG image format is required The size of photo is limited to 100KB Parameters curre
53. variable2 Output integer variable for HTTP status code example 200 Examples Encode Current Item Approver Comments using url encoder and store in Variable param then Send HTTP request to http mysite script aspx using POST method with this headers and query Variable param request Store response in Variable pageBody and status code in Variable code 11 9 Send XMPP Instant Message Send XMPP instant Message to this JID by using JID this JID password this password and optional server this server This workflow action is used to send instant message to XMPP compatible messaging clients like Google Talk List of compatible clients is available here http xmpp org xmpp software clients Parameters Message Message text to this JID Receiver s JID using JID this JID Sender s JID this password Sender s password this server Network host to logging on Examples Send XMPP message Hello to myfriend gmail com by using JID myaccount qmail com password mypassword and optional server talk google com 11 10 Set Encrypted Passwords Set encrypted passwords with this string HarePoint Com IV HarePoint Activities and Conditions This workflow action is used to setup authorization settings in encrypted form This action can be used instead of any other action that sets the usernames and passwords To generate encrypted string for this action us
54. 1 This workflow action is used to get EXIF property from an image in one from supported formats With this action you can get the following properties e Title e Camera Manufacturer e Camera Model e Exposure Time e Fnumber IV HarePoint Activities and Conditions Hareboint Com e Dateand Time e Focal Length e Orientation e Exposure program e ISO speed rating e Flash e Exposure mode e Artist e White balance e Scene capture type e Exposure bias e Aperture e Maximum lens aperture e North or South Latitude e East or West Longitude e Scene type e Software See also Exchangeable image file format at Wikipedia http en wikipedia org wiki Exchangeable image file format Note See Get Image Size activity overview for the list of supported file formats Parameters Title Name of the EXIF property see list above this url URL of the picture in Document Library Variable variable Output string variable Empty string if the property is not found HarePoint Com IV HarePoint Activities and Conditions Variable variable Output string variable with the value in the form as it is stored in the image Empty string if the property is not found 9 6 Get Image Size Get size of the image in specified url and store width in Variable ImageWidth and height in Variable ImageHeight This workflow action is used to get image size in pixels In case of an un
55. 1 Example with this activity Extract substring from 123456 starting at index 3 with 2 length and store in Variable var1 then Extract substring from 123456 starting at index 1 with 1 length and store in Variable var2 then Extract substring from 123456 starting at index 1 with 100 length and store in Variable var3 Result vari is 45 var2 is 23456 var3 is 23456 2 Example with standard SharePoint activity Extract Substring from String from Index with Length Copy from 123456 starting at 3 for 2 characters Output to Variable var1 then Copy from 123456 starting at 1 for 100 characters Output to Variable var2 Result vari is 45 var2 is IV HarePoint Activities and Conditions HarePoint Com 16 12 Format Field of Current Item Format this field with this format and store in Variable FormattedText This workflow action is used to convert current item field to string with special formatting Format sting may have dozens of different specifiers You can learn more about formatting is the following articles e Formatting Types http msdn microsoft com en us library 26etazsy aspx NetFormattin e Composite Formatting http msdn microsoft com en us library txafckwd aspx e Standard Date and Time Format Strings http msdn microsoft com en us library az4se3k1 aspx e Standard Numeric Format Strings http msdn microsoft com en us library dwhawy9k aspx e Custom Numeric Format Strings http m
56. 1 12 Set FTP Server Options Use specified FTP server disable SSL login this user and this password This workflow action is used to set FTP server name login password and other options for other FTP related activities like Upload Document to FTP Server or Create Directory on FTP Server HarePoint Com IV HarePoint Activities and Conditions This activity must be placed above all other FTP related activities in the step You can use this activity several times in one workflow step to use different FTP servers Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL likehttp sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer Parameters specified FTP server name or IP address By default port 21 is used you can specify port with colon like ftp company com 121 disable Disable or enable SSL Note that FTP servers with SSL usually listen for incoming connections at port 990 login FTP server login If empty Anonymous user name is used password FTP server password May be empty Examples Use ftp company com 990 FTP server enable SSL login root user and hU2BnkM13 password then Create mydir directory in web temp folder on FTP server then Upload Current Item document to FTP server into web temp mydir folder If file already exists upload with unique name then Use 10 1 1 1 FTP server disable SSL login
57. 3 server name or IP address By default port 110 is used you can specify port with colon like mail company com 1110 type None Secure connection type Available values None SSL Note that POP3 server with SSL usually listen for incoming connections at port 995 this login User name for the POP3 server this password Password for the POP3 server Variable variable1 Sender address of received e mail message Variable variable2 Recipients addresses of received e mail message Variable variable3 Subject of received e mail message Variable variable4 Body of received e mail message The type of body is specified by the previous parameter It can be one of the following HTML TEXT or MIME Examples IV HarePoint Activities and Conditions HarePoint Com Receive email from pop qmail com 995 secure connection type SSL login harepoint qmail com and password pwd123 Store e mail sender in Variable sender recipient in Variable recipient subject in Variable subject and HTML body in Variable body 8 7 Save E Mail Attachments to List Item Save all attachments from this mime body to list item at this url Store names of saved attachments to Variable array This workflow action is used to retrieve attachments from the e mail message and attach them to the specified list item See Also Receive E Mail from POP3 Server and Receive E Mail from IMAP Server actions Parame
58. 4 Delete Folder in the Document Library Delete specified folder in the current folder This workflow action is used to delete specified folder with all its content in document library The error happens if the folder is not found Parameters specified Name of the folder to delete current root Specifies where to delete the folder in the current folder of document library or in the root folder ed IV HarePoint Activities and Conditions Hareboint Com 7 15 Delete Folder in the Document Library at Url Delete specified folder at folder url This workflow action is used to delete subfolder in document library or in folder of document library Parameters specified Subfolder name to delete url Full URL with site name of document library or name of the folder in the document library 7 16 Discard Check Out Item at Url Discard Check Out item at specified url This workflow action is used to discard check out of specified list item Parameters specified url Full list item URL including site name 7 17 Discard Publish Item Discard publish list item at this url with specified comment This workflow action is used to discard list item publishing Parameters this url Full URL of target list item specified comment Comment text 7 18 Download Documents to Folder Recursively download all documents from thi
59. 7600 GORLACH7 gorlach 10 7 1 2011 12 16 16 PM 2011 06 04 15 47 24 Sasha IMG_7587 GORLACH7 gorlach 11 7 1 2011 12 17 26 PM 2011 06 04 15 47 33 Sasha IMG_7588 GORLACH7 gorlach 12 M 4 gt M Sheet Sheet Sheet3 2 VD D zl anu P WN r To run this sample you should also create System DSN with the FileDB name for the file at Administrative Tools Data Sources ODBC HarePoint Com IV HarePoint Activities and Conditions r SS ODBC Data Source Administrator 28 User DSN System DSN File DSN Drivers Tracing Connection Pooling About System Data Sources Name Diver O Excel Driver C de xdsx dem xdsb ODBC Microsoft Excel Setup Data Source Name FileDB Excel database Use Current Directory Options Driver Rows to Scan Configure this workflow to start automatically when document is added or changed in document library and it will log all activity with the documents to an Excel file Result in workflow history list This document was first time created by GORLACH7 gorlach at 7 1 2011 12 07 04 PM 5 4 Execute SQL Command into List Execute this SQL command using specified connection string for specified database and add results into list at this url using this column mapping store number of records in Variable recordsAffected This workflow action is used to execute SQL command on Microsoft SQL Server Oracle ODBC or OL
60. Bank 2011 07 01 m 116 92 1 9558 24 310 7 4589 BP 0 90500 ae ee Q 5 7 Update XML Update this XML update node value using XPath this query with this value store result in Variable variable This workflow action is used to update node value or append new child node to XML document using XPath query See Also e XPath Language Reference http www w3 org TR xpath e XPath Online Tutorial http www w3schools com xpath default asp e Online XPath Query Tool http www bit 101 com xpath Parameters this XML Input text expression or variable with XML document update node value Two options are available update node value or append child node this query Input text expression or variable with XPath query HarePoint Com IV HarePoint Activities and Conditions this value New node value or new child node XML Variable variable Output string variable for updated XML document Examples 1 Update node sample Send HTTP request to http www ecb int stats eurofxref eurofxref daily xml using GET method with this headers Store response in Variable Xml and status code in Variable Code then Query Variable XmI using XPath query Cube currency USD rate and store resulting text in Variable EuroUsd then Set Variable EurousdNumber to Variable EuroUsd then Calculate Variable EuroUsdNumber multiply by 1 1 Ou
61. Body ToString CCString ReplyToString MailHeaders Parameters Data Type Single line of text Multiple lines of text enhanced rich text Single line of text Single line of text Person or Group Date and Time Single line of text Multiple lines of text Single line of text Single line of text Single line of text Multiple lines of text E mail header Subject Html Body Sender display name Sender e mail address The program tries to find SharePoint user with the message sender e mail address Date Sent Message importance Low Normal High Text body of the message To field with names and e mail addresses CC field with names and e mail addresses Reply To header All message headers this server POP3 server name or IP address By default port 110 is used you can specify port with colon like mail company com 1110 type None Secure connection type Available values None SSL Note that POP3 server with SSL usually listen for incoming connections at port 995 this login User name for the POP3 server this password Password for the POP3 server with Specifies whether to attach message attachments to list item or not this url Full URL of the list this url Optional Full URL of the document library where inline attachments will be stored Examples Download all e mails from pop qmail com 995 secure connection type SSL login harepoint qmail com and pa
62. Change repair or remove installation Select the operation you wish to perform Lets you change the way features are installed Repairs errors in the most recent installation by fixing missing and corrupt files shortcuts and registry entries Removes HarePoint Workflow Extensions Client Components x86 from your computer sx Follow instructions of the Wizard and complete installation HarePoint Com II Deployment IL Product Overview 1 Getting started Microsoft offers three tools that create workflows for SharePoint Two of them SharePoint Designer and Microsoft Visio are intended for no code workflow automation A third one Microsoft Visual Studio includes more functionality but requires quite complex programming and deep knowledge of SharePoint architecture HarePoint Workflow Extensions can be successfully used to develop workflows in Visual Studio but this product s main goal is to avoid programming as this requires not only deep knowledge but also ten times more time for workflow development debugging and support If you are new to workflow development in SharePoint Designer and Microsoft Visio before you further read this material we recommend you the article Introduction to designing and customizing workflows at http office microsoft com en us sharepoint designer help introduction to designing and customizing workflows HA101859249 aspx CTT 3 Please note that the product is made u
63. DNG MOS KDC DCR etc virtually all RAW formats are supported Parameters this URL Full URL of the picture in Document Library Examples If image at Current Item Encoded Absoulte URL is supported If image at Current Item Encoded Absoulte URL uses compression Log Conversion is not required to the workflow history list else Convert image at Current Item Encoded Absoulte URL to JPGformat and store URL of converted image in Variable ConvertedimageUrl Overwrite existing image then Delete item at Current Item Encoded Absoulte URL list item url This workflow automatically converts uncompressed images to JPG format 9 10 Resize Image Resize image at specified url Set width 0 height O keep aspect ratio yes and append resize to filename Do not process image if it is smaller than target This workflow action is used to resize image With this action you can easily avoid huge images from modern digital cameras in SharePoint galleries Note See Get Image Size activity overview for the list of supported file formats Parameters specified url Full URL of the picture in Document Library width 0 Maximum width of converted picture in pixels IV HarePoint Activities and Conditions HarePoint Com height 0 Maximum height of converted picture in pixels keep aspect ratio Yes or no In the first case the output picture will have one dimension exactly as specified by wi
64. Directory by Ouer 38 Table of Contents Hareboint Com 1 13 Get Active Directory Groups Where User is Member 39 1 14 Get E Mails of Active Directory Group Members 39 1 15 Get User s Attribute from Active Directory ccccccessccccecssssseceeceeeeecessesseaeeeeeessessesneaeeeeeessesees 40 1 16 Get User s Manager from Active Director 40 1 17 Get User s Multivalued Attribute from Active Director 41 1 18 Is User a Member of an Active Directory Group HarePOInt ccccccscecessseceessseceeeeaeeeesesaes 41 1 19 Move User into Organizational Unit 42 1 20 Remove Member from Active Directory Group 42 1 21 Set Active Directory AUthentication ccccccccccecsssssssceeeeecesseseaeseeececssecsesaeseeeessessesnsaeeeeeesseeeees 43 1 22 Set Local User s Password on Server 44 1 23 Set User s Attribute in Active Directory cc ccccccccccsssssssecececessesenseeeeeeeceseesenaeseeeessessesnsaeeeeeesseeeees 44 1 24 Set User s Multivalued Attribute in Active Director 45 1 25 Set User s Password in Active Directory c ccccccccccssssssecececesseseaeeeeeeecesseseeaeeeeeessessesseaeeeesesseeees 45 1 26 Set User s Photo in Active Directory cccccccccccssessssssceeececesseseaeaeeeesceseesenaeeeseessessesnsaeeeseesseeeeas 46 2 Administration activities AEN 46 2 1 Activate e 46 2 2 Add Users to SharePoint Group 46 2 3 No EE 47 2 4 Change SharePoint Group Owner 47 2 5 Create SharePoint Group eegene Eege ea aai EE E
65. E DB data sources and store results in the specified SharePoint list Each row from the results represents new list item You can specify alternate column mapping in the fifth parameter For example you have a list with two columns named Title and Due Date And you have following SQL query SELECT Name Date from Table Then you can set column mapping to the following IV HarePoint Activities and Conditions Hareboint Com Name Title Date Due Date Parameters this SQL command String expression or variable with vaild SQL command specified connection string Database connection string See your DMBS documentation for connection string format specified database Type of database MS SQL ODBC OLE DB or Oracle this url Full URL of the list where items should be added this column mapping This parameter may be blank Multiline string with alternate column mapping each on new line in the following format DB_Column_Name1 SP_Column_Name1 DB_Column_Name2 SP_Column_Name2 Variable recordsAffected Output integer variable with the number of records affected by command execution 5 5 Query XML Query this XML using XPath query this query and store resulting text in Variable variable This workflow action is used to query XML document using XPath query language See Also e XPath Language Reference http www w3 org TR xpath e XPath Online Tutorial http www w3schools c
66. EI Eng DeleteTab project the General tab with HarePoint Workflow Extensions R niti og em Rename Tab activities will appear in the Toolbox window E On Move Up e oi BE After components are added manually they can be renamed T Danna manually so that their names will be more readable and look like in SharePoint Designer and sorted by name by selecting the Sort Items Alphabetically item in the context menu Please note that when components are added by a command Add HarePoint toolbox to Visual Studio 2010 they will be automatically renamed and sorted Using HarePoint activities in Visual Studio is not different from using in built SharePoint activities 5 Security issues HarePoint activities are performed in the context of the user who initiated a workflow If we have created a workflow that automatically runs when a new document is added to a library this workflow will always run in the context of the user who added the document In this case a number of activities such as Create User in Active Directory or Add User to SharePoint Group require adequate rights and permissions The user who has the permission for adding documents to a library may not have rights and permissions for creating a user in Active Directory or adding a user in the SharePoint group and the workflow will be run with errors e Such mistakes can be avoided in two ways Be Gi B y Sep Cem Export Workflow Initiati
67. ES aE E 47 2 6 Create SharePoint Site reisir an rae eeo eie araisa aa e asee a aE ea RE aa a E e Eaa aaa aE 48 2 7 Create Site Collection eeeceescecescceseseeeesceceeaceceeaeeesaeeeeaaeceeaaessaeeesaeeeeaaeceeaaestaneessaeeeeaaeseeaaessaes 49 2 8 Deactivate Featureinsissiiietiscii in Minn iio ee ae a ee 49 2 9 Delete SharePoint Group cccccsecsessececececesseseeaececeescesseaeaesececseessesaeaeseseceseeeaaeaeceeeeessessnaeaneeeeens 50 2 10 Delete SharePoint Site iiinn oad SEANCE EARCH inten nade 50 2 11 Delete Site ColeGtioM sirei rrini i listers heii aes sai weedeat a ddeaeasen ed Goes 50 2 12 Get Multiple Site Users Property c ccccccccccsssssececececsssesseaecececseeeseeeseeeeeeesessesaeaeceescesseseaeaeeeesens 51 2 13 Get Site User PrOP erty EE 51 2 14 Is Role Assigned to User HarePoint cccsccccccssececsesececeessececsesaececsesuececeeaaeceesesaeceeeesaeeeeneaaes 52 2 15 Is User a Member of a SharePoint Group HarePoint ccecccssscccesssececseeececesaeeeceeaeeeeseaaes 53 2 16 Remove User from SharePoint Group sssesssessrsssseseresrnssssernrennssrsernrntsnssnerrnntnnssnnennnnnnsssernennene 53 Harebont Com Table of Contents pa 2 17 REMOVE USEF FOI lte 97028 53 2 18 Rename Site at Ur oisit inisenisi ACCESS EENS ENEE dE De seals 54 2 19 Set Master P gens isoine caries este aea aa Audet Aish Mastin AEn SORES oaia dE este E evinces 54 2 20 Set SharePoint List ANONYMOUS Access ssesssesssessee
68. FTP server into this folder If file already exists do nothing This workflow action is used to upload list item on FTP server To specify server name login and password place Set FTP Server Options activity to current workflow step first Parameters specified List item to upload this FTP directory name do nothing What to do if the file already exists Four options are available do nothing treat as an error generate error and stop workflow upload with unique name add unique identifier like 11fba226 59d6 4f31 b9c4 e43ddc67e048 to the end of file name or overwrite existing file Examples See example in Set FTP Server Options activity description 11 18 Upload List Item Attachments to FTP Server Upload specified list item attachments to FTP server into this folder If the file already exists do nothing HarePoint Com IV HarePoint Activities and Conditions This workflow action is used to upload list item attachments to FTP server directory To specify server name login and password place Set FTP Server Options activity to current workflow step first Parameters specified List item whose attachments will be uploaded this Directory name on FTP server do nothing What to do if the file already exists Four options are available do nothing treat as an error generate error and stop workflow upload with unique name add unique identifier like 11f
69. Group References Bh Add Users to SharePoint Group 7 a 5 Geng Add Users to Site S Approve Item at Url La worsen 4 Ep key snk D Calculate Aggregation Function Capture All Occurrences of Text 10 FT Capture Text amp Change Active Directory Account Settings Solution Explorer als aR The toolbox can be removed through the context menu Delete Tab in the toolbox or by running Remove HarePoint toolbox from Visual Studio 2010 in Start gt Programs HarePoint Com Ill Product Overview A toolbox can also be added manually For this select View Toolbox in the project based on the Sequential Workflow template created as described in the article referred to above Click the right button of the mouse in the work area in the Toolbox window that opens and select Choose Items Toolbox 4x Click Browse in the NET Framework Components tab of the ee window that opens to select the HarePoint Activities Dil file in E Paste Ctrl V e e S 4 SharePoir PS the directory selected for installation of the HarePoint library for k Pei SE Sg e ch App Show All Visual Studio Then HarePoint activities appear in the list Ei Cor Choose Items 2 Cre Sort Items Alphabetically After you press OK and close the window a link to Cre A gl SE HarePoint Activities will appear in the References section of the d Tal
70. Output string variable 12 8 Read Word Document To Text Read this docx document and store its text in Variable variable This workflow action is used to get text of Microsoft Word document to string variable In this version only DOCX documents are supported Note Word Automation Services are not required for this workflow action Parameters this Reference to document e g Current Item Variable variable Output string variable IV HarePoint Activities and Conditions HarePoint Com 12 9 Replace Text in Word Document Replace all occurencies of this string in this document with this text match case no This workflow action is used to replace text in Microsoft Word document This action can be used for generation of bills and invoices filling forms and addresses on envelopes within workflow In this version only DOCX documents are supported See Also Update Word Document action Note Word Automation Services are not required for this workflow action Parameters all occurencies With this action it is possible to replace all occurences first occurence or last occurence of specified pattern this string String to replace this Reference to document e g Current Item this text New string no Case sensitive yes or no 12 10 Set Cell Value Set value of this cell of specified sheet in this document to this value This work
71. QUOTE TEMPLATE Microsoft Word Developer Tab Table Tools xs File Home Insert Page Layout References Mailings Review View developer X Design Layout a Si Gs 4 2 Record Macro E SC 4 Design Mode ES Fi Schema z Wa e 29 j10 Pause Recor SCH l Transformatie l LS Visual Macros Add Ins COM Structure lt o Bl Restrict Document Document Basic Macro Security Add Ins Si Expansion Packs Authors Editing Template Panel Code Add Ins ontrols XML Protect Templates L Ei oe se ee E 714 1 15 116 1 17 Enie 1 a9 Content Controls Content Control Properties Content Control Properties i General E Title InvoiceNumber z YOUR LOGO Tag InvoiceNumber HERE E Use a style to format contents a Style Default Paragraph Font i Your Company Name H New Style z Your Company Slogan Lodi S Street Address City ST ZIP Code E Content control cannot be deleted eXPIKALION GATE VAIE Phone 000 000 0000 Fax 000 000 0000 Contents cannot be edited Inserted Content Control bl e mail i k Plain Text Properties o S TO Contact Name E Allow carriage returns multiple paragraphs Company Name E Remove content control when contents are edited 5 Street Address e 2 city ST ZIP Code L oe Phone o D Customer ID ABC12345 z a S IW e e e gt Page 1 ot Words 1 118 S English U S 7 lo 110 g Cr See Also Replace Text in Word Document action Note Word Automation Services are not required for th
72. Url Update list item with specified values at this list item url Trigger events This workflow action is used to set values of list item fields It is possible to update multiple list items in a single action by providing an array of URLs as an input parameter Values are specified as multi line string of one from two formats First the format in style of INI file For example Position Team Leader First Name John Last Name Smith Age 23 Second is XML format like lt item gt lt field title Position gt Team Leader lt field gt lt field title First Name gt John lt field gt lt field title Last Name gt Smith lt field gt lt field title Age gt 23 lt field gt lt item gt See Also Create List Item action Parameters specified values Values for list item fields in INI or XML format For Hyperlink type fields it is also possible to update description using Url description Example Title new task Url http www harepoint com Url description HarePoint website Mutiselect Lookup fields are supported values can be either comma or semicolon Cl delimited HarePoint Com IV HarePoint Activities and Conditions Managed metadata columns are supported it is possible to specify term label names from Terms Set Multiple labels should be delimited by a semicolon Example FieldName Label1 Label2 Label3 this Full URL of list item Arrays of full URLs are also supported in this c
73. Use SMTP server vpcberlin secure connection type None login test and password test Do not convert message body to plain text then Send e mail to Sample User with Normal importance blind carbon copy to this address use test mapilab local as sender and add all files at Variable array to attachments of e mail 8 15 Send E Mail without Attachments Send e mail to this address with Normal importance blind carbon copy to this address display this address as sender This workflow action is used to send e mail without any attachments By default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters HarePoint Com IV HarePoint Activities and Conditions e mail to this address Click here to specify message recipients carbon copy recipients message subject and body Normal E mail importance Available options Normal Low High blind carbon copy to this address Blind carbon copy recipients maybe blank this address as sender Sender address If this value is not specified then value from farm settings for outgoing emails will be used 8 16 Send Meeting Request Send meeting request to this address meeting starts at this time ends at this time location at this location request responses yes This workflow action is sending meeting request Note Prior to this action S
74. Variable strDate Variable day Variable dow Variable doy Variable h Variable ms Variable min Variable m Variable sec Variable y to the workflow history list Result in workflow history list April 25 2011 14 04 26 1626432 25 2 115 14 162 16 4 26 2011 HarePoint Com IV HarePoint Activities and Conditions ou 4 6 Get Interval Between Dates Get minutes between this date and this date store interval in Variable interval This workflow action calculates the interval between two specified dates in specified units and saves the result to the variable Parameters get minutes select the unit for the time interval Possible values minutes hours days weeks months years between this date the starting date and this date the ending date Variable interval the Number variable where result will be stored 4 7 Set DateTime Constant Set DateTime constant Now and store result in Variable DateConstant This workflow action is used to initialize date time variables See parameters and examples sections for details Parameters Now One from following date time values Now UtcNow Today Yesterday Tomorow Beginning of this Week End of this Week Beginning of next Week End of next Week Beginning of this Month End of this Month Beginning of next Month End of next Month Beginning of this Year End of this Y
75. Visual Studio cccccccccssssssssesecececeesesaaeeeceesceesesaeaeeececeseesaeaeeeeecessesesaeaeeeeeens 28 5 KS GUMITY ISSUCS eebe ee cae eines eas aaa he ee EEN 29 6 How to disable certain HarePoint activities 30 IV HarePoint Activities and Conditions 20 0 eee eeeeesseceeseeceeeeeceeeeeesaeeeeaaeceeaeecaeeeeaaeeseaaeeeeeeesaeeeeaaeeeeaeeenaes 32 1 Active Directory Activities ccccccscssecceceeecececeseseeeseceaeaeeeaeaeaeaeaeaeaeeeauaeaeaeauaeaeaeaeaeaeauaeaeauaeanananananees 32 1 1 Add Member to Active Directory Group 32 1 2 Change Active Directory ACCOUNT Settings 32 1 3 Change Local User Account Settings on Server cccsscccccecessesesseceeeeecesseseeaeeeeeessesseseeaeeeeeesseeeees 33 1 4 Create Group in Active Director 34 1 5 Create Local User ACCOUNT ON Server 34 1 6 Create Mail Contact in Active Directory cccccccccccccssssssseceeecessesscaeeeeeescesseseeaeeeeeesssesesseaeeeesesseesegs 35 1 7 Create User in Active Director 36 1 8 Delete Group from Active Directory cccscsccccccessesesseceeececeseesenaeaeeeescesseeuaeeeeeeuseeseseaeeeeeesseesees 36 1 9 Delete Local User Account from Server 37 1 10 Delete User from Active Directory sssssesssssssesrrerrrssssesrrresrssssrrrrnrsnssserrnntssssrnrrnnnnsnssrnennnnnsnno 37 1 11 Find User in Active Directly ii ss2ec2carcesscesctectacancccsosastencacanaeesbaceastacetdessueardeeiacateeasseactestaceteseeuedtee 38 1 12 Find User in Active
76. When developing a workflow in Visual Studio you can use HarePoint activities and in built SharePoint activities alike For this all components should be installed on the computer as required by the article Requirements for Developing SharePoint Solutions as well as HarePoint libraries for Visual Studio see Section II of this manual Select Add HarePoint toolbox to Visual Studio 2010 in Start gt Programs A console application will be launched to add the HarePoint Workflow Extensions toolbox for all languages and all projects created on the basis of Sequential Workflow and State Machine Workflow templates for SharePoint 2010 ee WorkflowProject4 Microsoft Visual Studio eer Toolbox k Gre iau Adag aala a e Debug 2 a s i 10 Bs ale 4 HarePoint Workflow Extensions Change Permissions Inheritance at Url Change Permissions Inheritance for List Change Permissions Inheritance for List Item Check In Item at Url Check Out Item at Url Clear Array Convert Document Convert Folder at Url Convert Library File Edit View Project Build Debug Team Data Tools Test Analyze Window Help m H z Workflowl cs Design X Die Delete SharePoint Gr k Pointer lod Solution WorkflowProject4 1 project mg Activate Feature Sequential Workflow a i WorkflowProject4 g Add Array Item a Properties SS Add Member to Active Directory
77. access see Note IV HarePoint Activities and Conditions HarePoint Com Examples Set network file access using HAREPOINT testuser and pwd123 7 25 Set PDF Watermark Options Set watermark Rotation None Opacity 50 Page range all Font name Courier size 53 color 00000000 style Regular This workflow action sets the options for the watermark that will be added to a PDF document by an Add Watermark To PDF Document action These actions need to be used in combination See also Add Watermark To PDF Document action Parameters Rotation None available values Diagonal rotated 45 degrees clockwise ReverseDiagonal rotated 45 degrees counterclockwise none no rotation Opacity 50 opacity in percents from 0 to 100 Page range all page range where watermarks should be added Possible values all for all pages 1 5 8 11 13 to print pages 1 2 3 4 5 8 11 12 13 Font name Courier font family name Note this parameter takes effect only for text watermarks size 53 font size in points Note this parameter takes effect only for text watermarks color FFQ00000 black color in 16 bit ARGB color space Note this parameter takes effect only for text watermarks Examples HarePoint Com IV HarePoint Activities and Conditions a style Regular font style Available values Regular Bold Italic Underline Strikeout Note this par
78. add up values from multiple list columns Parameters this specify the mathematical expression Supported operators Note there are more supported operators and functions for more details please refer to https ncalc codeplex com variable specify the variable to keep the result HarePoint Com IV HarePoint Activities and Conditions Examples Evaluate Current Item File Size 100 mathematical expression and store result in Variable test integer 16 11 Extract Substring Extract substring from this text starting at index D with 1 length and store in Variable Substring Retrieves a substring from input text The substring starts at a specified character position and has a specified length The main difference from standard SharePoint activity Extract Substring from String from Index with Length is following In the case of exit out of bounds of string standard activity will return empty string when this activity will decrease length parameter according with length of string Parameters this text Input text expression item field or variable index 0 Zero based character position where substring starts 1 length Substring length If the length is out of string bounds it will be decreased according with length of string 1 is a special value which means to the end of input string Variable Substring Output string variable Examples
79. al Hareboint GO Web parts and tools for SharePoint HarePoint Workflow Extensions Manual For SharePoint Server 2013 SharePoint Server 2010 SharePoint Foundation 2013 and SharePoint Foundation 2010 Set DateTime Constant Get Random Number Get User s Manager from Active Directory Fetch Top RSS Item f Create SharePoint Get List Item Send Twitter Site Attachments Encode Web Text Message Product version 2 3 7 14 2015 This Page Intentionally Left Blank Harebont Com Table of Contents Table of Contents Table IR 3 LE lpttogUeHont eege gedo eiiieaen ae EE a esha eebe 14 WiD le Vu E 15 1 SYSTEM FEQUITEM En CN 15 2 Licensing and trial limitations ccccccccccecessssscecececesseseaeseceeecssceeeaececeeeceseesauaeseeeessesseseaeseeeesseeeees 16 3 Installing HarePoint Workflow Evtensions 17 4 Installing Client Applications cccccccssssscccececsssesseeseceescesseseeaececeescessesaeaeseseceseesesaeaeeeeseessuseaeaeeeesens 20 5 How to repair Upgrade or remove product ccccccccccesssssssseceeeeessesenseceeeeeceesesesseeeeeessessesseaeeeseesseesees 22 IL Product OVERVIOW siisii a Ed cee Si eds RENE 25 NNEN 25 2 Creating workflows in SharePoint Designer ccceccccecsssceceessecececsececeeseeeceesaeeeceesaeeeceesaseeceeaeeeeees 26 3 Designing workflows in Microsoft Visio naisikia ienis aakuin da aien 27 4 Creating workflows in
80. alu Manager f Directory activities and conditions Set Active Get E Mails Set SMTP q Directory g of Active Server f Send E Mail gs Send E Mail gx Send E Mail Please note that HarePoint Visio Plug In is used for import with List Ite with Docu 1 with Http Fi 3 we 3 and export of a workflow file The plug in is not used to save 5 Een a F Trim Text EE SES files of other types When there is some failure during import S Format Field B sire FP sein Tox i of Current or export of workflow files please disable the plug in in the Extract Set Regul ole x Substring LC Expressio P Replace Text Visio Options menu Calculate Approve Item Geng Ix Aggregati KI at Url Please always back up workflow files Ill Product Overview Hareboint Com 4 Creating workflows in Visual Studio Creating workflows in Visual Studio is rather complex and required deep knowledge of SharePoint architecture Whenever possible it s better to confine with Execute Custom Code activity or with development of a custom activity rather than create a workflow in Visual Studio If you are new to developing workflows in Visual Studio please first read the following articles e Requirements for Developing SharePoint Solutions http msdn microsoft com en us library ee231582 aspx e Creating SharePoint 2010 Sequential Workflows in Visual Studio 2010 http msdn microsoft com en us librar 265727 aspx
81. ameter takes effect only for text watermarks 7 26 Set Target Site Options Use site at this url url as target site Logon using this user user name and this password password This workflow action is only used to set target SharePoint site URL login and password for actions that work with remote SharePoint farm like Copy or Move Document to Different Farm or Copy List Item to Different Farm This action must be placed above all other activities that can use stored options and credentials You can use this action several times in one workflow step to use different target SharePoint farms Note This workflow action will not take effect on other actions except actions that work with remote SharePoint farm like Copy or Move Document to Different Farm or Copy List Item to Different Farm Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL likehttp sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer Parameters this url Full URL of the target site on the different SharePoint farm this user User name that will be used to access remote SharePoint farm this password Password that will be used to access remote SharePoint farm 7 27 Upload Documents from Folder Recursively upload all files from specified path to this folder url Overwrite existing documents Trigger events This workflow action is used t
82. and Conditions See Also Create User in Active Directory activity Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters logon name Logon name of the user DOMAIN user or user domain com enable disable Enable or disable user account change password User must change password at next logon yes no or keep existing settings password never expires Password never expires yes no or keep existing settings account expires yes Select if the account expires yes no or keep existing settings If Yes is selected please specify the expiry date in the next parameter on this date specify the expiry date for an account if you selected that this account expires previous parameter set to Yes 1 3 Change Local User Account Settings on Server Change logon name account settings on this server enable change password at next logon keep existing password never expires keep existing This workflow action changes local user account on a specified server Important Note Set Active Directory authentication action is required prior using this action to specify the administrator account that will be used to change properties of a local account Param
83. and another dimension may be smaller than the one specified by width height specifed url URL of the target Document Library or folder Source and target Document Libraries may be the same HarePoint Com IV HarePoint Activities and Conditions append resize to filename To options are available save output file with the new name with prefix or to overwrite source file in case the source and the target Document Libraries are the same Do not process Process ordo not process or just copy source file to the target folder if it has smaller dimensions than specified by height and width parameters Do not delete Delete or not delete source images 9 12 Resize Images in Library Resize images in folder at this library Set width 0 height O keep aspect ratio yes Store resized images in specified library and append resize to filename Do not process image if it is smaller than target Do not delete source images This workflow action is used to resize all images of supported formats at Document Library or folder of Document Library Note See Get Image Size activity overview for the list of supported file formats Parameters this library Document Library with source images width 0 Maximum width of converted picture in pixels height 0 Maximum height of converted picture in pixels keep aspect ratio Yes or no In the first case the output picture will have o
84. arameters Copy Move select to copy or move files HarePoint Com IV HarePoint Activities and Conditions oe this content type Optional Use this optional parameter to copy move documents only with the indicated content type By default all documents of all content types are copied moved folder at this url specify the URL of the source folder to the folder at this url specify the URL of the target folder Overwrite Do not overwrite specify if the existing files with the same names in the target folder should be overwritten or the workflow should stop with an error Include Do not include subfolders specify if the subfolders in the source folder should also be copied moved 7 8 Create Document from File Create document from file path in parent folder url Overwrite existing document Trigger events This workflow action is used to add new document or replace existing document by file from disk or network Note In order to specify file access credentials add the Set Network File Access activity to the same workflow step first Parameters file path Disk file path or network file path parent folder url Full URL including site name of document library of the folder in document library Overwrite If the folder already contains file with the same name then you can apply one from three options Overwrite replace file in library by specified file Do not
85. arePoint Activities TypeName Authorized True gt lt authorizedType Assembly HarePoint Activities Version 2 0 0 0 Culture neutral PublickKeyToken 73210640c0bcfb88 Namespace HarePoint Activities TypeName Actions FormatField Authorized False gt HarePoint Com Ill Product Overview lt authorizedTypes gt lt System Workflow ComponentModel WorkflowCompiler gt After IIS is restarted all workflows with the Format Field of Current Item activity HarePoint Activities Actions FormatField will terminate with an error Workflow was canceled by System Account In response to an attempt to add a new workflow with this activity SharePoint Designer will show an error message 70 0 Type HarePoint Activities Actions FormatField HarePoint Activities Version 2 0 0 0 Culture neutral PublicKeyToken 73210640cObcfb88 is not marked as authorized in the application configuration file To remove an activity from the list of those available for SharePoint Designer open the file HarePointActivities Actions in the templates directory such as C Program Files Common Files Microsoft Shared Web Server Extensions 14 TEMPLATE 1033 Workflow and remove the following block from it lt Action Name Format Field of Current Item ClassName HarePoint Activities Actions FormatField Assembly HarePoint Activities Version 2 0 0 0 Culture neutral PublicKeyToken 73210640c0bcfb88 AppliesTo all Category HarePoint Acti
86. ariable variable Output date time variable 4 5 Get Date Property Get this date day property and store result in Variable DateProperty IV HarePoint Activities and Conditions HarePoint Com This workflow action is used to get one from numeric values like day of week or year of date time variable See examples section for details Parameters this date Input date time variable day What number from the date to store day day of week day of year hour millisecond minute month second year See examples section for details Variable DateProperty Output integer variable Examples Set DateTime constant Now and store result in Variable d then Convert Variable d to text with MMMM dd yyyy HH MM ss fffffff and store result in Variable strDate then Get Variable d day property and store result in Variable day then Get Variable d day of week property and store result in Variable dow then Get Variable d day of year property and store result in Variable doy then Get Variable d hour property and store result in Variable h then Get Variable d millisecond property and store result in Variable ms then Get Variable d minute property and store result in Variable min then Get Variable d month property and store result in Variable m then Get Variable d second property and store result in Variable sec then Get Variable d year property and store result in Variable y then Log
87. ase multiple items will be updated Trigger Specifies whether to trigger an item update event Examples Example 1 Updating single item Update list item with Title Current Item Title updated at Current Item Encoded Absolute URL list item url Trigger events Example 2 Updating multiple items Find item in the list at http sitename local Lists Tasks where item s Title equals test Store top 100 result urls in Variable array then Update list item with Title test updated at Variable array list item url Trigger events 10 41 Update List Item on Different Farm Update list item with specified values at this list item url This workflow action is used to set values of list item fields on different SharePoint farm Values are specified as multi line string of one from two formats First the format in style of INI file For example Position Team Leader First Name John Last Name Smith Age 23 Second is XML format like lt item gt IV HarePoint Activities and Conditions Hareboint Com lt field title Position gt Team Leader lt Field gt lt field title First Name gt John lt Field gt lt field title Last Name gt Smith lt Field gt lt field title Age gt 23 lt Field gt lt item gt Important Note the action Set Target Site Options always should be used before this action Additionally you can use Set Encrypted Passwords action and Encrypt Credentials tool to specify t
88. ba226 59d6 4f31 b9c4 e43ddc67e048 to the end of file name or overwrite existing file Examples See example in Set FTP Server Options activity description 12 Office activities 12 1 Accept Revision Changes in Word Document Accept all revision changes in Word document at this url This workflow action accepts all revision changes in the specified Word document Note To update the fields in the document conversion docx to docx is required Please refer to the following screenshot for proper usage of this action Step 1 Accept all revision changes in Word document at Current Item Encoded Absolute URL then Convert Current Item document to Word Document docx format and store job ID in Variable ConversionJobid Overwrite existing document then Wait while conversion job Variable ConversionJobld is running then Copy document at Current Item Encoded Absolute URL to the folder at http wss14 2 vlab mapilab local 133 and with the same name Overwrite existing document Parameters this url the URL of the Word document Examples IV HarePoint Activities and Conditions HarePoint com Accept all revision changes in Word document at Current Item Encoded Absolute URL 12 2 Add New Row into Excel Document Add new row from this array into specified sheet in this document Start looking for the last row from this cell This workflow action adds a new row to Exce
89. ber of this SharePoint group This condition allows you to check user membership in SharePoint group Parameters this user User account name like DOMAIN logon this SharePoint group name 2 16 Remove User from SharePoint Group Remove specified user from specified group at this site This workflow action is used to remove user from SharePoint group Parameters specified user Logon of user to remove specified group Group name as it displayed at People and Groups All Groups this Full URL of a site 2 17 Remove User from Site Remove specified user from this site This workflow action is used to remove user from SharePoint site and from all site groups Parameters specified Logon name of user this Full URL of a site IV HarePoint Activities and Conditions Hareboint Com 2 18 Rename Site at Url Rename site at this url to this title This workflow action is used to set new title for site specified by URL anywhere within the SharePoint environment Parameters this url Full URL of site this title New title 2 19 Set Master Page Set this master page as default for the current site This workflow action sets the master page for the current or any other site Parameters this masterpage specify the name of the masterpage or server relative URL to it Examples
90. by the HarePoint Send E Mail actions Parameters these custom headers specify the headers to be added Multple headers can be specified delimited by a new line Header examples e Return Receipt To sender example com request a receipt e Importance high set importance level as High e Sensitivity company confidential set the e mail sensitivity as confidential HarePoint Com IV HarePoint Activities and Conditions oe For more details please refer to https tools ietf org html rfc4021 8 2 Get E mail Property Get HTML body from this mime body and store in Variable variable This workflow action is used to retrieve message properties from the mime body The list of available properties HTML body TEXT body sender name sender e mail CC recipients reply to date sent importance mail headers See Also Receive E Mail from POP3 Server and Receive E Mail from IMAP Server actions Parameters HTML body One of the available message properties this mime Mime body of the received e mail message Variable variable String value of the specified property Examples Get HTML body from Variable mimeBody body and store in Variable variable 8 3 Receive All E Mails to List from IMAP Server Download all e mails from this server secure connection type None login this login and password this password Store them with attachments into the list
91. case insensitive is greater than is greater than or equalsto is lessthan is less than or equals to begins with case insensitive ends with case insensitive contains case insensitive doesn tcontain case insensitive is empty is not empty is in array case insensitive Parameters this url Full URL of list field The name of the field to search for equals Comparison opeator HarePoint Com IV HarePoint Activities and Conditions value Value to search for top 1000 specify number of results to be stored Variable array Output array variable with URLs of list items Examples Find item in the list at Variable listUrl where item s Company equals MAPILab Ltd Store result urls in Variable array 10 22 Find List Item by CAML Find item in the list at this url by this CAML query Store top 1000 result urls in Variable array This workflow action is used to find list items using CAML query See Calculate Aggregation Function activity description for examples and references on CAML queries See Also Find List Item at Url activity Parameters this url Full URL of list this CAML query String with the CAML query top 1000 Specify number of results to be stored Variable array Output array variable with URLs of list items Examples Find item in the list at Variable l
92. cenaysocceudh satecedesbedeRevsanddeavvateedcesacededysoudezersiies 205 16 12 Format Field of Current Wem 206 16 13 Get Random NUMDEl ycsieecesestetceeecdeetsdegshs anccee eotnetah a a aak 207 16 14 Get Random String sessirnir eiaeaen Eae E Eae EAE E EEEE EEEE a EREET 207 16 15 Is Value Matches Regular Expression Hareboint 207 161G JON TeK E 208 ake Ae Ee E EE 209 16 18 Set Regular Expression Options ccccsessssccecececsssesnececeeecesseseaaseeeeeecesseseaaeseeeesesseeseaeaeeeeeens 209 16 19 Split RE EE 210 16 20 T BE 211 17 ee enke dE E EE 211 17 1 Get Workflow Association Data 211 17 2 Get Workflow Stausee NEE cee e a a a an tited E 212 17 3 Start WOK TOW E 212 Harebont Com Table of Contents 17 4 Terminate Workflow sn eeergdeee sed ege Zoe dvcgtes schdessacasayraa deb evaatevasbededesesattacdebeandsterassex 17 5 Wait Workflow To Complete scccsscecsscesssecsesseceseeecsuseesaesseneeceeeeesaaeesessecseeeesseessnaeeseasesees 17 6 Wait Workflow To Complete By Name Appendix A List of activities from Free Set Table of Contents Hareboint Com I Introduction HarePoint Workflow Extensions is a software product that substantially expands the capacity to create workflows for SharePoint and in the most of cases allows avoiding custom development and coding when creating them The product offers a set of ready activities with a fundamentally new functionality to workflows managing document libraries and
93. ces in Variable MatchResults2 then Join Variable MatchResults2 at index O next 1 items using and store in Variable emails then Log Variable emails to the workflow history list Result in workflow history list kkk my com s i12 com 16 2 Capture Text Capture regular expression in this text and store in Variable FirstWMatchResult This workflow action is used to store first match of regular expression in specified text to output text variable Regular expressions provide a powerful flexible and efficient method for processing text To learn more about regular expressions see http msdn microsoft com en us library hs600312 aspx For regular expression language reference see http msdn microsoft com en us library az24scfc aspx Note To set additional options for this activity like case sensitivity use Set Regular Expression Options activity Parameters regular expression Regular expression pattern For example like b w s 1 b this text Input text expression item field or variable Variable FirstMatchResult Output string variable with the text of the first match of regular expression HarePoint Com IV HarePoint Activities and Conditions Examples Set regular expression options ignore case No is pattern culture invariant Yes use multiline mode No use singleline mode No search right to left No then Capture est in IT IS TEST and store in Variable r1
94. cesseseeeseeeeecessesesaeseeeeecesseseaaeseeeescesseseaeaeeeeeens 170 12 7 Read Word DOCUIMENE 2 Decse shexesecevsceeeshesnstss Eed GENEE oe eege ee EAR 171 12 8 Read Word Document ToTevt 171 12 9 Replace Text in Word Doe pment 2eiietduedreee dates cesveeeSicdecesiesesesseck Gules Goose seinen Ss ese seteeande le taexs 172 12 10 Set Cell alte eege esecteclestan Eege a e a a ie a anal ae 172 12 11 Set Office Document Property ceccsssssssecececessesesnesecececesseseuaeaecesecusseeaaeseceescsseessaaeaeeeeeens 173 12 12 Update Picture in Word Document 174 12 13 Update Word DOCUMENT koevoet a a Ea E ea Eaa 174 13 Permissions PA CUIVITIOS EE 176 HarePoint Com Table of Contents 13 1 Change Permissions Inheritance at Ur 176 13 2 Change Permissions Inheritance for Uert 176 13 3 Change Permissions Inheritance for List Item ccccccccccccessssenssceeeeecesseseceeeeeescesseseaeaeeeeeens 176 13 4 Delete All Permissions at Ur 177 13 5 Delete All Permissions from List cccecceesceeseeececeeeceseceeeeeeeceeeeeeeeeeeeeaeeeaeesaeecaaecsaeseaeseaeeeaeees 177 13 6 Delete All Permissions from List Item 0 0 ee cceeesceceeeeeeeeeeesaeceeeeeceaeeeeaaeeeeaaeseeeeeseaeeeeaaeeeeaeeeaes 177 13 7 Delete All User Permissions at Url oo cecceeesseeesceseeeeeceaeeeeaaeseeneeceaeeesaaeeeeaaeseeeeeseaeeeeaaeeneaeeeeaes 178 13 8 Delete All User Permissions from List ccceccceesceceeeeeeseeceesceceeaeeceaeeeeaaeeeeaaeceeeeeseaeee
95. ch RSS Item Fetch RSS from this url and store top item number 1 s title in Variable Title link in Variable Link description Variable Description and publication date in Variable Date This workflow action is used to fetch top item from RSS feed Parameters this url RSS feed address item number 1 s Number of item to fetch Variable Title Output string variable for RSS item title Variable Link Output string variable for RSS item link Variable Description Output string variable for RSS item text Variable Date Output date variable for RSS item publication date 11 6 Send HTTP GET Request Send HTTP request to this url using GET method with this headers Store response in Variable variable1 and status code in Variable variable2 This workflow action is used to send HTTP GET request Note In order to specify HTTP request credentials add the Set HTTP Request Options activity to the same workflow step first HarePoint Com IV HarePoint Activities and Conditions Parameters this url Target URL with parameters this headers Additional request headers each on new line For example Accept Language fr Variable variable1 Output string variable to receive remote server response usually contains requested web page body Variable variable2 Output integer variable for HTTP status code example 200 Examples Encode
96. clude a file C temp report pdf as attachment 9 Images activities 9 1 Convert Image Convert image at specified url to JPG format and store URL to converted image in Variable ConvertedimageUrl Overwrite existing image This workflow action converts image to one of supported output formats Bitmap Picture bmp GIF JPG PNG TGA TIFF Output file will have the same name and the extension according your selection in the second parameter and will be placed in the same document library or folder where the source file is stored Note See Get Image Size activity overview for the list of supported file formats Parameters specified url Full URL of the picture in Document Library JPG One of supported output formats Bitmap Picture bmp GIF JPG PNG TGA TIFF Variable ConvertedimageUrl Output string variable with the URL of a new picture Overwrite Choose overwrite the file or do not if the document library already contains a file with the same name as output file Examples If image at Current Item Encoded Absoulte URL is supported If image at Current Item Encoded Absoulte URL uses compression Log Conversion is not required to the workflow history list else Convert image at Current Item Encoded Absoulte URL to JPG format and store URL of converted image in Variable ConvertedimageUrl Overwrite existing image then Delete item at Current Item Encoded Absoulte URL list item url
97. d delimiter from list items at http sharepoint Lists Tasks by lt Where gt lt IsNotNull gt __ lt Fi Store results in Variable variable the Log Variable variable to the workflow history list 10 5 Calculate Aggregation Function Calculate SUM on this field from all items recursively in this list and store result in Variable variable1 This workflow action is used to calculate SUM COUNT AVG MIN or MAX aggregation function on list items field values Note that empty field values are skipped by all these functions including COUNT Aggregation functions and supported field formats e SUM calculate summarized value Number Integer String e COUNT count non empty items Any format e AVG calculate average value Number Integer e MIN seeking the minimum value Number Integer Date Time String e MAX seeking the maximum value Number Integer Date Time String The third parameter of this action contains multi line string with list items filter in one from four available formats 1 Default empty string means all items HarePoint Com IV HarePoint Activities and Conditions 2 List of GUIDs of list items each line contains one GUID value of GUID property of list item 3 List of case insensitive masks with and wildcards for names of list items or list items names value of Name property of list item Each line contains one mask or name 4 Filter in the CAML Collaborative Application Mar
98. d text to UPPER CASE lower case Title Case or Sentence case Parameters this text Text expression item field or variable to convert uppercase One of the following conversion types uppercase lowercase title case sentence case Variable variable Output string variable 16 6 Converts Base64 to Text Converts specified Base64 text to text using default encoding and store result in Variable ConvertedText This workflow activity will decode Base64 string interpret resulting data as the string in one from five available encodings and copy to output system string variable Available encodings e default 8 bit encoding of the current operating system s ANSI code page e ASCII 7 bit ASCII encoding e Unicode also known as UTF16 represents each character as a sequence of one or two 16 bit integers e UTF8 uses one byte for any ASCII characters which have the same code values in both UTF 8 and ASCII encoding and up to four bytes for other characters e UTF32 uses exactly 32 bits for each character Because all Default encodings and ANSI encoding lose data see Examples section your workflow might use UTF8 instead HarePoint Com IV HarePoint Activities and Conditions Parameters specified Base64 text Input text expression item field or variable default encoding One from five available encodings Variable ConvertedText Output string variable Examp
99. dding to the workflow is given for each activity or condition after its name Some descriptions contain a paragraph of examples with sample workflows and how they are displayed in SharePoint Designer unless otherwise specified 1 Active Directory activities 1 1 Add Member to Active Directory Group Add current user to members of specified group in Active Directory This workflow action is used to add one or several users or groups to specified Active Directory security group Note In order to specify AD credentials add the Set Active Directory Authentication activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or the workflow author context in the case of impersonation step Parameters current user Logon name of the user or group DOMAIN user or user domain com Leave the field empty to add the current user To add multple users provide their logon names semicolon delimited mapilab test1 mapilab test2 mapilab test3 specified Logon name of the group DOMAIN group or group domain com 1 2 Change Active Directory Account Settings Change logon name account settings enable change password at next logon keep existing password never expires keep existing account expires yes on this date This workflow action is used to enable or disable user account and change its settings HarePoint Com IV HarePoint Activities
100. ddress from this MailChimp list Use this api key delete completely no send goodbye yes notify yes This workflow action is used to unsubscribe people from your MailChimp list Parameters this e mail address specify e mail address of a person that needs to be unsubscribed this MailChimp list specify the name of the MailChimp list from which the subscriber should be removed this api key the authorization key See http kb mailchimp com accounts management about api keys delete completely no yes select if the subscriber should be removed completely from the list or only marked as unsubscribed HarePoint Com IV HarePoint Activities and Conditions send goodbye yes no specify if an e mail should be sent to a person informing that he or she is now unsubscribed notify yes no specify if an e mail should be sent to the administrator of the MailChimp list informing that a user has been unsubscribed 15 17 Update Group in Yammer Update this group in Yammer set this title this description make it public use this access code This workflow action modifies the parameters of the existing group in Yammer Parameters this group specify the group to be updated this title specify the new title for the group this description specify the new description for the group make it public choose to make this group public or private use this acces
101. dll variable Output variable This variable is accessible from code as Context Result Examples Set DateTime constant Now and store result in Variable MyDate the Execute int DateShift 10 DateTime odt in C with these referenced assemblies and store result in Variable DateShift then Log The date is moved for Variable DateShift years to Variable MyDate to the workflow history list This sample moves the date in MyDate variable for ten years from the code The complete code for Execute Custom Code action is the following int DateShift 10 DateTime odt DateTime Context GetWorkflowVariable MyDate DateTime ndt odt AddYears DateShift Context SetWorkflowVariable MyDate ndt Context Result DateShift Context LogComment Date is moved from custom code Result in workflow history list Date is moved from custom code IV HarePoint Activities and Conditions HarePoint Com The date is moved for 10 years to 6 30 2021 5 49 54 PM 5 2 Execute PowerShell Script Execute this PowerShell script and store result in Variable results Run as application pool account This workflow action is used to execute custom PowerShell script within a workflow In the code the object named SContext is available With this object you can easily get access to workflow context output Result variable and to any other workflow variable activity execution context and workflow history list usin
102. dth height parameters and another dimension may be smaller than the one specified by width height append resize to filename To options are available save output file with the new name with prefix or to overwrite source file Do not process Process or not process source file if it has smaller dimensions than the one specified by height and width parameters Examples If Current Item File Type equals jpg Resize image at Current Item Encoded Absolute URL Set width 800 height 600 keep aspect ratio yes and overwrite existing file Do not process image if it is smaller than target 9 11 Resize Images in Folder Resize images in folder at this url Set width 0 height O keep aspect ratio yes Store resized images in folder at specified url and append resize to filename Do not process image if it is smaller than target Do not delete source images This workflow action is used to resize all images of supported formats at Document Library or folder of Document Library Note See Get Image Size activity overview for the list of supported file formats Parameters this url URL of source Document Library or folder width 0 Maximum width of converted picture in pixels height 0 Maximum height of converted picture in pixels keep aspect ratio Yes or no In the first case the output picture will have one dimension exactly as specified by width height parameters
103. e Encrypt Credentials tool 8 2 Encrypt Credentials Enter user names and passwords for worflow extensions Usemame Password Se Active Directory 53 Send e mail Sa Network shares HTTP ing FTP Parameters this Base64 string generated by the Encrypt Credentials tool 11 11 Set Exchange Web Service Options Use Exchange Server at this url or e mail address and this user and this password to authenticate against web service Do not convert message body to plain text use SharePoint computer time zone impersonate as current user This workflow action is setting Exchange Web Service options which are requred to use Send Meeting Request action Parameters this url or e mail address specify either URL of the EWS e g https exch example org EWS Exchange asmx or e mail address of the user to determine this URL using Autodiscover Service this option is triggered when symbol is contained in the string IV HarePoint Activities and Conditions Hareboint Com this user user name for authentication should be left blank if credentials are provided via Encrypt Credentials tool Note the meeting request will be sent on behalf of this account unless impersonate as current user parameter is selected in this workflow action see below for details this password the password for authentication should be left blank if credentials are provided via Encrypt
104. e enter any server of the SharePoint farm unpack the product archive into a folder on the local disk Run SETUP EXE in the selected folder The following window will be opened E ai HarePoint Workflow Extensions ee Le coax Please select Setup HarePoint Workflow Extensions item Installation Wizard will be launched Following instructions of the Wizard pass system check and solution selection steps similar to those during the product installation see chapter 3 Upon completing these steps the Wizard will ask to repair upgrade or remove the product components Select the required type of operation and follow the further instructions of the Wizard HarePoint Com II Deployment HarePoint Workflow HarePoint Workflow Extensions is already installed What would you like to do Repair Remove L Remove Data Please click Next to start the selected operation To repair upgrade or remove a Client Application please enter a Workstation unpack the product archive into a folder on the local disk Run SETUP EXE in the selected folder The following window will be opened Select Setup HarePoint Workflow Extensions Client Components item Installation Wizard will be launched Following instructions of the Wizard select the required Client Applications and type of operation Il Deployment Hareboint Com E P HarePoint Workflow Extensions Client Components x86 Setup
105. e mail message Variable variable2 Recipients addresses of received e mail message Variable variable3 Subject of received e mail message Variable variable4 Body of received e mail message The type of body is specified by the previous parameter It can be one of the following HTML TEXT or MIME Examples Receive email from imap mailserver com secure connection type None login harepoint mailserver com and password pwd123 Store e mail sender in Variable sender recipient in Variable recipient subject in Variable subject and HTML body in Variable body HarePoint Com IV HarePoint Activities and Conditions 8 6 Receive E Mail from POP3 Server Receive email from this server secure connection type None login this login and password this password Store e mail sender in Variable variable1 recipient in Variable variable2 subject in Variable variable3 and HTML body in Variable variable4 This workflow action is used to receive e mail message from POP3 mail server Action gets the list of messages in mailbox receives the first one and deletes the received message from mailbox Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL like http sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer See Also Save E Mail Attachments to List Item and Get E Mail Property actions Parameters this server POP
106. e user is not found in Active Directory Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters current user Name of SharePoint user Variable variable Output string variable with a logon name like DOMAIN username Empty string if user is not found in Active Directory 1 12 Find User in Active Directory by Query Find user in Active Directory by simple query using this query and store logon name in Variable variable This workflow action is used to find user or group in Active Directory by specified query You can use two type of queries First the format in style of INI file lt AD_attribute_name1 gt lt value1 gt lt AD_attribute_name2 gt lt value2 gt For example displayName John Smith Second is LDAP format For example amp objectCategory user objectClass user displayName John Smith department Marketing Parameters simple query One of the following query types simple query for INI style query LDAP filter for LDAP query this query String with the query HarePoint Com IV HarePoint Activities and Conditions Variable variable Output string variable with a logon name like DOMAIN username Empty string if user is
107. ePoint 2010 The HarePoint Wesley eau tins tev ame 2010 solution was successfully added to Start deploying solution HarePoint Workflow Extensions Core for SharePoint 2010 Finish deploying solution treo Workflow Extensions Core for SharePoint 2010 Waiting for deployment job completion solution HarePoint Workflow Extensions Core for SharePoint www harepoint com Open Central Administration site Open the HarePoint Workflow Extensions link in HarePoint Software Management section Site Actions v Browse Central Administration Monitoring Backup and Restore Security Upgrade and Migration General Application Settings Configuration Wizards Il Deployment Hareboint Com Ei Application Management x System Settings co Application Management Manage web applications Create site collections Manage service applications Manage content databases Monitoring Review problems and solutions Check job status Security Manage the farm administrators group Configure service accounts General Application Settings Configure send to connections e HarePoint Software Management a If you have product license please enter the license code in Licenses section This section also describes the type of your current license and in case of Trial License the number of days left to its expiration Please be advised that deactivation of HarePoint Workflow Extensions in the Manage F
108. ear Beginning of next Year End of next Year See examples section for details Variable DateConstant Output date time variable Examples Set DateTime constant Now and store result in Variable vNow then Set DateTime constant Today and store result in Variable vToday then Set DateTime constant End of this Week and store result in Variable vEendOfWeek then Set DateTime constant Beginning of next Year and store result in Variable vBeginningNextYear then Log Variable vNow Variable vToday Variable vEendOfWeek Variable vBeginningNextYear to the workflow history list IV HarePoint Activities and Conditions HarePoint Com Result in workflow history list 4 25 2011 2 56 12 PM 4 25 2011 12 00 00 AM 4 30 2011 12 00 00 AM 1 1 2012 12 00 00 AM 5 Development activities 5 1 Execute Custom Code Execute this code in C with these referenced assemblies and store result in variable This workflow action is used to execute custom C or VB NET code within workflow In the code the object named Context with IExecuteCustomCodeLink interface is available With this object you can easily get access to workflow context output Result variable and to any other workflow variable activity execution context and workflow history list using LogComment function public interface IExecuteCustomCodeLink WorkflowContext WorkflowContext get object Result get set object GetWorkflo
109. eatures section of the web application will not result in deactivation of product features Manage Web Application Featur Name Status HarePoint Workflow Extensions Install and activate HarePoint Workflow Extensions Manual on forced deactivation of full or partial functionality of the products for the site is given in chapter 6 Section III of this Manual 4 Installing Client Applications Installation of Client Applications is not mandatory for workflow development using the product activities see chapter 1 of this Section and chapter 1 of Section III Enter the Workstation unpack the product archive into a folder on the local disk Run SETUP EXE in the selected folder The following window will be opened HarePoint Com II Deployment Select the Setup HarePoint Workflow Extensions Client Components item Installation Wizard will be launched Follow instructions of the Wizard to select the required Client Applications r P HarePoint Workflow Extensions Client Components x86 Setup Custom Setup Select the way you want features to be installed Then follow instructions of the Wizard and complete the installation The operation with Client Application is described in Section III of this manual Il Deployment Hareboint Com 5 How to repair upgrade or remove product To repair upgrade or remove the product you ll need administrator rights of SharePoint farm Pleas
110. ed in the second parameter Parameters item New item to add or source array to copy array variable Target array variable 3 2 Clear Array Remove all items from the array variable This workflow action is used to remove all items from specified array variable Parameters array variable Array variable 3 3 Create Array Create String array with initial items and store in Variable ArrayVariable This workflow action is used to create array variable Parameters IV HarePoint Activities and Conditions HarePoint Com String Type of the array Available types are String Date Time date and time values nteger positive or negative integer values Number floating point numbers initial One or more items for array separated by semicolon Variable ArrayVariable Output array variable Examples Create String array with John Mark Alex items and store in Variable array1 then Create String array with Jane Kate Olga items and store in Variable array2 then Insert Variable array2 into Variable array1 at 1 index then Get index of Mark item in Variable array1 and store in Variable index then Log Variable index to the workflow history list Result in workflow history list 4 3 4 Get Array Item Get item at 0 index from array variable and store in variable This workflow action is used to get an item at specified index of array
111. ed input formats e Open XML Document docx docm dotx dotm e Word 97 2003 Document doc dot e Rich Text Format rtf e Web Page htm html mht mhtml e Word 2003 XML Document xml IV HarePoint Activities and Conditions HarePoint Com List of supported output formats includes all input formats and two additional e Portable Document Format pdf e XML Paper Specification xps Action returns empty string in ConversionJobld output variable is no files were found to convert Note This action require Word Automation Services running on server To check this service open Central Administration go to System Settings and open Manage services on server page Unfortunately this service is not available on SharePoint Foundation See Also Wait Conversion Job and Get Conversion Job Status actions Parameters this url Full URL of source document library or URL of a folder of document library PDF Choose one from available formats Word Document docx Word 97 2003 Document doc PDF RTF XPS specified url Full URL of target document library or URL of a folder of document library Variable ConversionJobld Output string variable with ID of conversion job Action returns empty string if no files were found for conversion Overwrite If the folder already contains file with the same name then you can apply one from two options Overwrite replace file by new one Do not overw
112. ed values at this list url Store new list item url in Variable variable1 Trigger events This workflow action is used to create new list item and set the values of list item fields Values are specified as multi line string of one from two available formats First the format in style of INI file For example IV HarePoint Activities and Conditions Hareboint Com Position Team Leader First Name John Last Name Smith Age 23 Second is XML format like lt item gt lt field title Position gt Team Leader lt Field gt lt field title First Name gt John lt Field gt lt field title Last Name gt Smith lt Field gt lt field title Age gt 23 lt Field gt lt item gt See Also Update List Item at Url action Parameters specified values Values for list item fields in INI or XML format For Hyperlink type fields it is also possible to specify description using Url description Example Title new task Url http www harepoint com Url description HarePoint website Managed metadata columns are supported it is possible to specify term label names from Terms Set Multiple labels should be delimited by a semicolon HarePoint Com IV HarePoint Activities and Conditions Example FieldName Label1 Label2 Label3 this list url Full URL of list Variable variable1 Output string variable for the URL of created list item Trigger Specifies whether to trigger an item create ev
113. elete specified permissions from this list item This workflow actions is used to remove permissions to site users for specified list item In the Remove List Item Permissions window you can choose multiple users and select any permissions for them including Out Of The Box and custom permissions r Add List Item Permissions P xs The following permissions will be added to any existing permissions on the list item Permissi GORLACH7 gorlach Contribute Full Control Modify Permissions Choose users to grant below permissions to Choose permissions to grant m J Design Jk Full Control l Read xasssss Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters specified Special type array of the users and they permissions this list item Target list item IV HarePoint Activities and Conditions HarePoint cCom 13 13 Grant Permissions at Url Grant specified permissions at this url This workflow actions is used to grant permissions to site users on SharePoint site list list folder or list item specified by URL In the Add List Item Permissions window you can choose multiple users and add any permissions for them including Out Of The Box and custom permissions 2 Add List Item Permissions P X The following permissions will be added to any existi
114. ent 10 15 Create List Item on Different Farm Create list item with specified values at this list url Store new list item url in Variable variable This workflow action is used to create new list item at the different SharePoint farm and set the values of list item fields Values are specified as multi line string of one from two available formats First the format in style of INI file For example Position Team Leader First Name John Last Name Smith Age 23 Second is XML format like lt item gt lt field title Position gt Team Leader lt Field gt lt field title First Name gt John lt Field gt lt field title Last Name gt Smith lt Field gt lt field title Age gt 23 lt Field gt lt item gt Important Note the action Set Target Site Options always should be used before this action Additionally you can use Set Encrypted Passwords action and Encrypt Credentials tool to specify the credentials in secure way IV HarePoint Activities and Conditions Hareboint Com See Also Ser Encrypted Passwords and Set Target Site Options actions Parameters specified values Values for list item fields in INI or XML format this list url Full URL of list on different farm Variable variable Output string variable for the URL of created list item Examples Example 1 Use site at http tragetsite one url as target site Logon using COMPANY someuser username and so
115. er Delete this file from this directory on FTP server This workflow action is used to delete specified file from the FTP server To specify server name login and password place Set FTP Server Options activity the current workflow step first Parameters this file File name to delete this directory Directory name on the FTP server 11 4 Fetch RSS Feed to Html Fetch RSS from this url print by lt p gt DATE lt a href URL gt TITLE lt a gt lt p gt lt p gt DESCRIPTION lt template and store in Variable OutputHtml This workflow action is used to fetch all items from RSS feed and print it by specified template Parameters this url URL of RSS feed IV HarePoint Activities and Conditions HarePoint Com template Printing template for RSS item DATE URL TITLE and DESCRIPTION in template will be replaced by corresponding RSS item fields OutputHtml Output string variable will contains concatenated string with all feed items Examples Fetch RSS from http www zdnet com search t 7 amp mode rss amp tag mantle_skin content print lt p gt DATE lt a href URL gt TITLE lt a gt lt p gt lt p gt DESCRIPTION lt p gt template and store in Variable html then Create document from lt html gt lt body gt Variable html lt body gt lt html gt in http site Shared Documents news html Overwrite existing document 11 5 Fet
116. er Properties See Also Set User s Multivalued Attribute in Active Directory action Parameters value Text expression item field or variable specified Property display name this user User in whose profile property value is setting Examples The workflow below allows to user automatically change his picture in profile by uploading JPG file to documents library If Current Item File Type equals jpg then Set Current Item URL Path to Picture property for Current Item Created By 2 24 Set User s Photo in SharePoint Set current user s photo in SharePoint profile to photo at this url Copy file to User Information List This workflow actions is used to set or remove photo in the SharePoint user s profile JPG image format is required The size of photo is limited to 1MB HarePoint Com IV HarePoint Activities and Conditions Parameters current user Leave intact if you want to change photo of current user or select specific one this url Full URL of photo You can type remove or delete instead of URL to remove current user s photo Copy file select to copy do not copy this photo to User Information List 3 Arrays activities 3 1 Add Array Item Add item to the end of the array variable This workflow action is used to add a new item to the end of array or to copy source array specified in the first parameter to the end of the target array specifi
117. er array with file sizes Examples Get Names of attachments of list item at Current Item Encoded Absolute URL url and store to Variable namesArray then Get the number of items in Variable namesArray and store in Variable attachmentsCount then Log Variable attachmentsCount to the workflow history list 10 28 Get List Item Url Get Display Form url for list item this list item current version and store result in Variable variable HarePoint Com IV HarePoint Activities and Conditions This workflow action is used to get URL of specified list item or URL of specified list item edit form or URL of specified list item view form Parameters Display Form One from three options Display Form Edit Form Native Form In the case of documents library Native Form is the URL of file this list item List item e g Current Item current version specify the version of the list item If the versioning is enabled for the list you can get the data from the previous versions of the item Two formats can be used e 1 2 3 to specify previous versions relatively to the current version e 1 0 2 0 3 0 to specify the required version number directly Variable variable Output string variable Examples Get Display Form url for list item Current Item current version and store result in Variable F1 Get Edit Form url for list item Current Item current ver
118. er context of the user who started the workflow or workflow author context in the case of impersonation step See Also Get User s Multivalued Attribute from Active Directory action Parameters this attribute Name of the attribute current user Name of the user from which we want to read attribute value like DOMAIN Account Leave the field empty to use current user Variable variable1 Output variable for the found attribute value Variable variable2 Output boolean variable true indicates that user not attribute was found in Active Directory 1 16 Get User s Manager from Active Directory Get manager of current user from Active Directory Store manager s display name in Variable variable1 success of the searching in Variable variable2 HarePoint Com IV HarePoint Activities and Conditions a This workflow action is used to get a manager s display name for specified Active Directory user Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters current user The name of Active Directory user for reading his manager s name like DOMAIN Account Leave the field empty to use current user Variable variable1 Output variable for resul
119. er directly Variable variable Output variable for the field value 10 26 Get List Item Attachment Content Get content of the attachment with this name at this list item url and store in Variable variable This workflow action is used to retrieve contents of specfied list item attachment into output variable Parameters with this name Name of the attachement this list item url Full URL of list item IV HarePoint Activities and Conditions HarePoint Com Variable variable Output variable Examples Get content of the attachment OriginalMessage eml at Current Item Encoded Absolute URL and store in Variable eml then Get sender email from Variable eml body and store in Variable Sender Address then Get reply to from Variable eml body and store in Variable Reply To the Update list item with Sender Address Variable Sender Add at Current Item Encoded Absolute URL list item url Do not trigger events 10 27 Get List Item Attachments Get Names of attachments of list item at this url and store to Variable ArrayVariable This workflow action is used to get names file sizes or URLs of list item attachments See Also Join Text and Get Array Items Count activities Parameters Names One from three options Names URLs or File Sizes this Full URL of list item Variable ArrayVariable Output string array with names or URLs or numb
120. es and Conditions Hareboint Com This workflow action is used to convert Coordinated Universal Time UTC to local time The local time is equal to the UTC time plus the UTC offset The conversion also takes into account the daylight saving time rule Parameters specified date Input UTC date or date time variable Variable ConvertedToLocalTimeDate Output local time date variable 4 3 Converts Date to Text Converts specified date to text with specified format and store result in Variable TextDate This workflow action is used to convert date time variable to string using specified format Detailed description of format string syntax is contained in following articles e Standard DateTime Format Strings http msdn microsoft com en us library aa720651 v VS 71 aspx e Custom DateTime Format Strings http msdn microsoft com en us library aa719856 v VS 71 aspx e DateTime Formatting Sample http msdn microsoft com en us library aa326720 v VS 71 aspx In the case of the wrong format string the date will be converted with default format and warning message will be stored into workflow log file Parameters specified date Input date time variable specified format Format string Variable TextDate Output string variable Examples Set DateTime constant Now and store result in Variable d then Convert Variable d to text with MMMM dd yyyy HH mm ss fffffff and store r
121. eseaaeeeeneeeea 103 8 10 Send E Mail with Http File Attachment 104 8 11 Send E Mail with InfoPath Attachments ccc ceesseceeeceeeeeeeeaaeeeeaeeceeeeeeaaeeeeaaeceeeeeeaeeeeaaeeseaeeeea 105 8 12 Send E Mail with InfoPath FOr 00 ceeeeceeceeesceceeeeceeeeeceaeeeeaaeeeeaeeceaeeeeaaeeneaaeseeeecaeeetaaeeeeneeeea 106 8 13 Send E Mail with List Item Attachments ee eecceceeeeeceeeeeeaeceeeeeceeeeeeaaeeeeaaeceeeessaeeseaaeeeeaeeees 107 8 14 Send E Mail with Multiple Attachments snnsesnnnsssseseeneessssesrrernrssssesrrernnssssrsrrernnssssrseneennsseo 107 8 15 Send E Mail without Attachments 0 eee eeeeceesseeeeseeceeeeeceaeeeeaaeeeeaeeceaeeeeaaeeneaaeseeeeeaeentaaeeeeneeeed 108 8 16 Send Meeting REQUueSt c ccsJecc cacgeevsstecencckangcesnanscave sic NEEN AANER 109 8 17 S nd SMS Message EE 109 8 18 Set SMTP Server Option ecsccccccccsscacccdsscaccocsssnscceescncceddscneccdsscncccedvcaueces aae EEE i EEEE 110 ue 111 9 T Convert IMAC ss eet deeg eege 111 9 2 Convert Images i Folder j scsccecscedevexesevesceecuedaxestesedeneceQaussedeet cecddelacnseddeleceuogeaspanter ege tease 112 9 3 Convert Images in Library c cccccccesssssssececececesseeaaececeeecessesaeaecececeseeuaeseeeesseseeseeaeeeesesesesesnaaees 112 Table of Contents Hareboint Com DA FID Mu ET 113 9 5 Get EXIF Property from Image srsseinneireeeeente irnar taenia aeeaiei nara nasain E aa aoan E Eua esS 113 9 6 Get Image EE 115 9 7 Get XMP Property gees ieena eE eea seneeshd
122. esult in Variable strDate then Get Variable d day property and store result in Variable day HarePoint Com IV HarePoint Activities and Conditions then Get Variable d day of week property and store result in Variable dow then Get Variable d day of year property and store result in Variable doy then Get Variable d hour property and store result in Variable h then Get Variable d millisecond property and store result in Variable ms then Get Variable d minute property and store result in Variable min then Get Variable d month property and store result in Variable m then Get Variable d second property and store result in Variable sec then Get Variable d year property and store result in Variable y then Log Variable strDate Variable day Variable dow Variable doy Variable h Variable ms Variable min Variable m Variable sec Variable y to the workflow history list Result in workflow history file April 25 2011 14 16 26 1626432 25 2 115 14 162 16 4 26 2011 4 4 Evaluate Due Date Evaluate due date from this time for this many hours this many minutes and store result in Variable variable This workflow action is used to calculate due date for the specific period excluding non working hours Parameters this time Starting date time this many hours Duration in hours this many minutes Duration in minutes V
123. et Exchange Web Service Options action should be used Parameters this address recipient s e mail address starts at this time the meeting starting time ends at this time the meeting ending time leave blank for all day long event this location location where the meeting will be held request responses yes a value indicating whether responses are requested when invitations are sent for this meeting 8 17 Send SMS Message Send SMS message to this phone numbes with this text This workflow action sends SMS messages to specified phone numbers with a specified text SMS settings should be set up at Central Administration gt System Settings gt Mobile Account An example for RedOxygen provider http www redoxygen com support wiki doku php id sharepoint integration Parameters IV HarePoint Activities and Conditions Hareboint Com this phone numbers text string with the phone numbers new line delimited or the array Should contain digits only other symbols will be removed automatically this text the text of the SMS message The length is not limited it will be sent as several SMS messages automatically if necessary Examples Send SMS Message to 446582513 with Hello text 8 18 Set SMTP Server Options Use SMTP server this server secure connection type None login this user and password this password Do not convert message body to plain text
124. eters logon name local account logon name this server NetBIOS name DNS name or IP address Important note if you need to change a user on a local machine use localhost as a name enable enable or disable this local user account change password at next logon keep existing IV HarePoint Activities and Conditions HarePoint Com Options available Yes No Keep existing password never expires keep existing Options available Yes No Keep existing Examples Set Active Directory authentication impersonate using name COMPANY Administrator and password 111 Then Set Variable logon name to test n1 then Create new user on 192 168 2 16 server with Variable logon name logon name John Smith full name Test user description 123 password then Change Variable logon name account settings on 192 168 2 16 enable change password at next logon yes password never expires yes 1 4 Create Group in Active Directory Create new group in this container with specified group name This workflow action will create new group in specified Active Directory container Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters this Disti
125. eve XPath string using Microsoft InfoPath Designer IV HarePoint Activities and Conditions HarePoint Com IO Section ra Table Tools d Zm Optional Section with Controls y SE V P i S3 e CG ef E Design Form1 Micros Home Insert Page Design Data Properties Layout S S It Optional Section Name Data Type ou i a Sa G Add Data Default Change pas Reference Field Properties Bf Control Properties Format Value Binding Z Change Control Properties d Modify Test Title Test Field Rule Inspector Rules Test Picture al ri 3 E i Click here to insert a picture Ra Copy All Rules Paste All Rules 4 Copy XPath d KR Properties L CJ TssLAtechments R ssLAtaciments Ze see Deen E Ree d E gi attachmentURL E Test Field X S IL it gt Show basic view F Show details Add Field Manage Data Connections Publish location http sp14 vlab mapilab local 133 Lists InfoPathTes 8 12 Send E Mail with InfoPath Form Send e mail to this address with Normal importance blind carbon copy to this address use this address as sender and attach InfoPath form at this url This workflow activity sends an e mail containing InfoPath form that will be displayed in Outlook and also upon double click it will be opened in InfoPath Form Filler Note this action works for form libraries only B
126. f supported formats Open XML Document docx docm dotx dotm Word 97 2003 Document doc dot Rich Text Format rtf Web Page htm html mht mhtml Text documents xml Images jpg tif ong gif bmp Note To use this action you must install HarePoint Printing Service and configure HarePoint Printing Service Application See product manual for details See Also Set Printing Options action Parameters this url Full URL of the document default Network name of the printer Examples Print document at http sp14 vlab mapilab local 133 Shared 20Documents Test docx to KOENIG OKIB410 printer 14 3 Set Printing Options Set number of copies 1 print range all and orientation portrait This workflow action is used to specify page orientation number of copies and pages to print Parameters 1 Specifies number of copies to print all Specfies pages range to print e g 1 5 8 11 13 portrait Specifies page layout 15 Social activities 15 1 Create Group in Yammer Create new public group in Yammer with this title this description use this access code HarePoint Com IV HarePoint Activities and Conditions This workflow action creates a new group in Yammer with specified title and description The group can be public or private Parameters public group choose if the new group should be public or private title
127. f this document to picture at this url This workflow action sets the picture located at specified URL to picture content control of the specified document See Also Update Word Document action Parameters this picture content control the picture content control to be set this document the URL of the document to be modified this url the direct URL to the picture within this SharePoint farm Examples Set logo of Invoices document to picture at https spsite Shared 20Documents newpic jpq 12 13 Update Word Document Set value of this content control of this docx document to this value text format plain text This workflow action is used to update text of named content control in Microsoft Word document This action can be used for generation of bills and invoices filling forms and addresses on envelopes within workflow To place content control you should open Developer Tab in Microsoft Word 1 Click the Microsoft Office Button and then click Word Options 2 Click Popular 3 Select the Show Developer tab in the Ribbon check box and then click OK On Developer Tab you should select content control on the Ribbon insert it into the document and assign name using Properties button HarePoint Com IV HarePoint Activities and Conditions E Mo ole
128. flow action is used to set cell value at Microsoft Excel document at SharePoint server Note This workflow action requires Excel Services installed on the server Parameters this Cell address e g A1 specified Name of the sheet e g Sheet1 this Reference to XLS or XLSX document e g Current Item this value String Integer Number Date Time or Boolean variable with new cell value HarePoint Com IV HarePoint Activities and Conditions 12 11 Set Office Document Property Set this property of this office document to this value This workflow action is used to set the value of document property at SharePoint server With this action you can set the value for the following properties e Title e Author e Keywords e Subject e Comments e Last Modified By e Category e Manager e Company In the current version Open Office XML Microsoft Office 2007 2013 formats are supported only DOCX XLSX PPTX See Also Open Office XML at Wikipedia http en wikipedia org wiki Office Open XML Note Word or Excel Automation Services are not required for this workflow action Parameters this property Office document property name this Reference to document e g Current Item this value String variable with new value IV HarePoint Activities and Conditions Hareboint Com 12 12 Update Picture in Word Document Set this picture content control o
129. g Write Host Additionally two variables with user credentials available in the code Scredential NetworkCredential object Spscredential PSCredential object See examples section below Note This workflow action is not safe If you need to disable it due to security reasons see article How to disable certain HarePoint activities in Section III of this Manual Parameters this PowerShell script PowerShell script see example below Variable results Output variable This variable is accessible from code as SContext Result Run as application pool account specify the account that will be used to run the PowerShell script You can use Encrypt Credentials tool and Set Encrypted Passwords action to provide the credentials for alternative account in secure way this tool is installed as a Client Component using the HarePoint Workflow Extensions installer Examples Set encrypted passwords with sfDdviyb 3 string Execute x SContext GetWorkflowVariable v and store result in Variable results Run as encrypted password account The complete code for Execute PowerShell Script action is the following Sx SContext GetWorkflowVariable v1 SContext LogComment test comment Write Host test HarePoint Com IV HarePoint Activities and Conditions e SContext Result result string SContext SetWorkflowVariable v1 sample_value Write Host SContext WorkflowContext Web Title Get ExecutionPolic
130. general this consumer key specify the consumer key used for authentication You can obtain it from the respective web site usually in Developers API section this consumer secret specify the consumer secret used for authentication You can obtain it from the respective web site usually in Developers API section sign request with default select the method to to sign the requests to the server Possible values e default e plain text e hmac sha1 e rsa sha1 required for xero com Please refer to Developers API section for more details When rsa sha1 is selected an additional parameter would need to be filled HarePoint Com IV HarePoint Activities and Conditions RSA key paste here the base64 encoded private key from pem file The instructions how to obtain pem file are available in the description on the respective site request token at this url Optional specify the URL to obtain the request token It is used during the authentication process e g for digital signature access token at this url Optional specify the URL to exchange request token with access token It is used to access API functionality Examples See Send HTTP OAuth Request action for an example on how to use these actions for xero com 11 15 Set Web Service Options Use default web service base url and this username and this password This workflow actio
131. gt lt gesmes name gt European Central Bank lt gesmes name gt lt gesmes Sender gt lt Cube gt lt Cube time 2011 06 30 gt lt Cube currency USD rate 1 4453 gt lt Cube currency JPY rate 116 25 gt lt Cube currency BGN rate 1 9558 gt IV HarePoint Activities and Conditions Hareboint Com lt Cube currency CZK rate 24 345 gt lt Cube currency DKK rate 7 4587 gt lt Cube currency GBP rate 0 90255 gt lt Cube gt lt Cube gt lt gesmes Envelope gt 5 6 Transform XML Transform this XML using XSLT this transform and store result in Variable variable This workflow action is used for XML transformations using XSLT template See Also e XSLTransformations Version 1 0 http www w3 org TR xslt e Online XSLT Tutorial http www w3schools com xs default asp e Online XSLT Design Tool http www w3schools com xsl tryxsit asp xmlfile cdcatalog amp xsltfile cdcatalog Parameters this XML Input string expression or variable with XML document this transform Input string expression or variable with XSLT template Variable variable Output string variable Examples Send HTTP request to http www ecb int stats eurofxref eurofxref daily xml using GET method with this headers Store response in Variable Xml and status code in Variable Code then Transform Variable XmI using XSLT lt xsl stylesheet version 1 0 xmins xsl and
132. h Word Document title based on Document put into this sorting group then Add Test Text Field exising column to Word Document content type on the site at current site url then Set document template url for Word Document content type on the site at current site url to Current Item Encoded Absolute URL copy document to the resource folder then Add Word Document content type to list at Current Item Encoded Absolute URL CAML lt Field Type Text Name Test_Text_Field DisplayName Test Text Field gt 10 13 Create List Create list on the current site with this title and this description based on template with this name show on Quick Launch yes Store list url to Variable variable Creates new SharePoint list or document library using specified template Can also create lists on other sites not only on the current site Parameters on the current site Optional Specify the URL of the site where the list needs to be created Leave current site to create a list on a current site this title Title of new list this description Description of the new list this name Name of the list of document library template show on Quick Launch yes specify whether to display this list on Quick Launch or not Variable variable This variable will contain the full URL of the created list or document library 10 14 Create List Item at Url Create list item with specifi
133. he credentials in secure way See Also Ser Encrypted Passwords and Set Target Site Options actions Parameters specified values Values for list item fields in INI or XML format this Full URL of list item at different sharpoint farm 10 42 Update Workflow Task at Url Update wokflow task with specified values at this url This workflow action allows to set the values of the workflow task properties including extended properties One of the scenarios how this action can be used is to complete a workflow task from a workflow http blogs msdn com b malag archive 2009 05 20 how to programmatically complete approval workflow task aspx Parameters specified values specify values workflow task properties in the following format lt PropertyName1 gt lt value1 gt lt PropertyName2 gt lt value2 gt this url specify the URL of the workflow task item HarePoint Com IV HarePoint Activities and Conditions 10 43 Upload Files to List Item Attachments Upload files from those paths to list item at this url Overwrite existing items Store number of uploaded files to Variable variable This workflow action is used to upload files from local disk network share document library or web server to list item attachments Note In order to specify file access credentials add the Set Network File Access activity to the same workflow step first Parameters t
134. he CALM Query For the CAML reference see e Writing CAML queries http retrieving list items from a sharepoint list e CAML Query Schema http msdn microsoft com en us library ms467521 aspx e CAML Query Element http msdn microsoft com en us library ms471093 aspx e Freeware tool to build CAML Query http www u2u be Software Parameters all Items filter All items by default or the list of items names or the list of list items GUIDs or the CAML query current list Optional Specify the URL of the list where the items should be deleted By default current list is used Variable variable Output integer variable to store number of deleted items 10 18 Delete Item at Url Delete item at specified list item url HarePoint Com IV HarePoint Activities and Conditions This workflow action is used to delete list item specified by URL Note To get list item URL you can use Get List Item Url action Parameters specified Full URL of list item Note the array of full URLs of list items is also supported 10 19 Delete Item on Different Farm Delete item at specified list item url on different farm This workflow action is used to delete list item at different SharePoint farm Important Note the action Set Target Site Options always should be used before this action Additionally you can use Set Encrypted Passwords action and Encrypt Credent
135. hose paths Multi line string where each line contains a path with file name or URL Local disk or network share paths can contain masks in file name note that recursive search in subfolders is not supported this url Full URL of list item Overwrite What to do with existing attachments with the same name Not overwrite means skip existing attachments Variable variable Output integer variable with the number of uploaded files 10 44 Wait for Field Change in Current Item Until Date Wait for field to equal value until date this time Store timeout flag to Variable isTimeOut This workflow action is waiting till field value satisfies the specified logical expression If the specified date has reached time out is triggered Parameters field specify the field to be checked to equal logical operand Available values To equal To not equal value specify the target value this time specify the date when timeout will occur Variable isTimeOut false when no timeout occured and rue when timeout has occured IV HarePoint Activities and Conditions HarePoint Com 10 45 Wait for Field Change in Current Item With Timeout Wait for field to equal value with timeout O days 0 hours 5 minutes Store timeout flag to Variable isTimeOut This workflow action is waiting till field value satisfies the specified logical expression If the specified time limit has
136. ials tool to specify the credentials in secure way See Also Ser Encrypted Passwords and Set Target Site Options actions Parameters specified Full URL of list item at different SharePoint farm 10 20 Download InfoPath Attachments to Folder Download Info Path attachment specified by XPATH of list item at this url to this folder Overwrite existing items This workflow action is used to save InfoPath attachments of specified list item to local disk or to network share Note In order to specify file access credentials add the Set Network File Access activity to the same workflow step first Parameters IV HarePoint Activities and Conditions Hareboint Com specified by XPATH XPath query string See Copy InfoPath Attachments to Document Library action examples section for details this url Full URL of list item this folder Local disk or network path Overwrite If the document library alrady contains file with the same name you can choose to Overwrite it or to skip this file Do not overwrite 10 21 Find List Item at Url Find item in the list at this url where item s field equals value Store top 1000 result urls in Variable array This workflow action is used to find list items by the value of the specified field The list of supported operators and types Operator String Integer Date Time equals case insensitive not equals
137. ied title at this url using this template and specified description compatibility level default Site collection administrators primary and secondary This action workflow action is used to create new site collection Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters specified title Title of new site collection this url URL of new site collection this template Template for the new site It might be name of site template e g Team Site Blank Site Blog and etc Either it might be ID of site template e g STSHO STS 1 and so on specified description Description of new site collection compatibility level default set the compatibility level for site creation template For SharePoint 2013 only The list of available templates and their compatibility level can be obtained via Get SPWebTemplate primary Login name of administrator for this site collection Security groups are not supported secondary Optionally specify a secondary site collection administrator Only one user login can be provided security groups are not supported 2 8 Deactivate Feature Deactivate this feature in feature collection at this url Force yes Led IV HarePoint Activities and Conditions Hareboint Com This workflow action is used to deactivate feature on SharePoint site or si
138. int workflows in Visio http office microsoft com en Mias To design workflows in Visio Microsoft Visio Premium is ee required Besides HarePoint Visio Plug In should be installed B Reen Ge et Aa on the computer for full support of HarePoint Workflow Paste B Z U abe Ar A ore S 7 Z a s dd Extensions activities see Section II of this manual Clipboard Font Shapes lt e n 7 P P u me mR Select File gt Options in Microsoft Visio and go to Add Ins in ore Shapes gt Quick Shapes the Visio Options window that opens There should be SE HarePoint Visio Add In in the Active Application Add Ins SharePoint Workflow Conditions Metric E SharePoint Workflow Terminators Metric section HarePoint Workflow Extensions 2 When a new document is being created from a Microsoft Drop Quick Shapes here Drop Quick Snapes here SharePoint Workflow template or a SharePoint workflow is being imported HarePoint Workflow Extensions tab will si Is Usera OH Is Current I Is Specified 2 Member of f Item Check 2 E Item Check appear in Shapes sm Is Role d Is Value Save 2 Assigned Match fel Document eee SH EE Get User s Sb Get User s seuss Using HarePoint activities and conditions in Microsoft Visio is Attribute Multivalu Attribute e E S F ERS geen mme not different from using in built SharePoint Workflow Set User s Get User s Get Active Multiv
139. interpreted at the receiving end HTML encoding converts characters that are not allowed in HTML into character entity equivalents For example when embedded in a block of text the characters lt and gt are encoded as amp lt and amp gt for HTTP transmission 4 html attribute encoder Minimally converts a string to an HTML encoded string It converts only quotation marks ampersands amp and left angle brackets lt to equivalent character entities It is considerably faster than the html encoder The result string should be used only for double quoted attributes security issues might arise when using result string with single quoted attributes Parameters specified text Text expression item field or variable to encode url encoder One from four available encoding methods url encoder url path encoder html encoder html attribute encoder Variable EncodedText Output string variable Examples Encode Current Item Approver Comments using url encoder and store inVariable param then Send HTTP request to http mysite q Variable param using GET method with this headers Store response in Variable pageBody and status code in Variable code 16 10 Evaluate Mathematical Expression Evaluate this mathematical expression and store result in variable This workflow action is used to evaluate the specified mathematical expression In particular this action can be used to
140. is required prior using this action to specify the administrator account that will be used to create a local account Parameters this logon name local account logon name this server NetBIOS name DNS name or IP address Important Note if you need to delete a user on a local machine use localhost as a name Examples Set Active Directory authentication impersonate using name COMPANY Administrator and password 111 Then Set Variable logon name to test n1 then Delete user with Variable logon name logon name from 192 168 2 16 1 10 Delete User from Active Directory Delete user with this logon name from Active Directory This workflow action will delete specified user from Active Directory Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters this Logon name of the user DOMAIN user or user domain com IV HarePoint Activities and Conditions HarePoint Com 1 11 Find User in Active Directory Find current user in Active Directory and store logon name in Variable variable This workflow action is used to find a SharePoint user in Active Directory and store his logon name in the output variable Action returns an empty string if th
141. is workflow action Parameters this content control Content control name see overview section for details this docx document Reference to document e g Current Item this value String with the new text for content control plain text specify the format of the text Available values plain text HTML Examples Set InvoiceNumber of Current Item docx document to 12345 text format HTML This workflow replace content of InvoiceNumber content control with 12345 See overview sections for instructions how to place named content control to the Microsoft Word document IV HarePoint Activities and Conditions Hareboint Com 13 Permissions activities 13 1 Change Permissions Inheritance at Url Start inheriting permissions at this url This workflow action is used to start or stop inheriting permissions for SharePoint site list list folder or list item specified by URL Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters Start stop Action to do with inheritance this url Full URL of a SharePoint site list list folder or list item Examples Set Variable item to Workflow Context Current Item URL then Stop inheriting permissions at Variable item 13 2 Change Permissions Inheritance for List Start inheriting permissions for this list
142. istUrl by lt Where gt lt And gt lt Eq gt lt FieldRef Store result urls in Variable array 10 23 Find List Item by CAML on Different Farm Find item in the list at this url by this CAML query Store top 1000 result urls in Variable array This workflow action is used to find list items at the different SharePoint farm using CAML query IV HarePoint Activities and Conditions Hareboint Com See Calculate Aggregation Function activity description for examples and references on CAML queries Important Note the action Set Target Site Options always should be used before this action Additionally you can use Set Encrypted Passwords action and Encrypt Credentials tool to specify the credentials in secure way See Also Ser Encrypted Passwords and Set Target Site Options actions See Also For the complete list of supported operators and types see Find List Item at Url action Parameters this url Full URL of list at the different SharePoint farm this CAML query String with the CAML query top 1000 specify number of results to be stored Variable array Output array variable with URLs of list items 10 24 Find List Item on Different Farm Find item in the list at this url where item s field equals value Store top 1000 result urls in Variable array This workflow action is used to find list items on different SharePoint farm by the value of the specified fie
143. item field or variable to decode url decoder One from two decoding methods url decoder or html decoder Variable DecodedText Output string variable 16 9 Encode Web Text Encode specified text using url encoder and store in Variable EncodedText Process text with one from four available encoding methods and returns result to output variable Available encoding methods 1 url encoder Can be used to encode the entire URL including query string values If characters such as blanks and punctuation are passed in an HTTP stream they might be misinterpreted at the receiving end URL encoding converts characters that are not allowed in a URL into character entity equivalents For example when the characters lt and gt are embedded in a block of text to be transmitted in a URL they are encoded as 3c and 3e Note that this method converts each space character to a plus character 2 url path encoder The same as above but converts each space character into the string 20 which represents a space in hexadecimal notation Use the this method when you encode the path portion of a URL in order to guarantee a consistent decoded URL regardless of which platform or browser performs the decoding IV HarePoint Activities and Conditions Hareboint Com 3 html encoder Converts a string to an HTML encoded string If characters such as blanks and punctuation are passed in an HTTP stream they might be mis
144. ith the Active Directory in the context of the user who initiated workflow launch or the workflow author if they were moved to the Impersonation Step Apart from Set Active Directory Authentication impersonate the HarePoint library has a number of activities which also require a password These are activities for FTP receiving messages through POP3 and sending email through SMTP In all cases the password is stored as open text in the workflow XOML file This means that under certain conditions the password can be obtained by third parties through SharePoint Designer or even a browser through a link of this kind http sharepoint Workflows workflowname workflowname xoml Setting up security for SharePoint is outside the scope of this article If you have questions please see the official user manual at http technet microsoft com en us library ee428324 aspx Please note that you can disable some HarePoint activities See chapter 6 of this Section 6 How to disable certain HarePoint activities In some cases you may need to disable certain HarePoint activities What you need to do is open the web config file on the relevant server and add a string as shown in the example below italicized to the authorizedTypes section lt System Workflow ComponentModel WorkflowCompiler gt lt authorizedTypes gt lt authorizedType Assembly HarePoint Activities Version 2 0 0 0 Culture neutral PublicKeyToken 73210640c0bcfb88 Namespace H
145. itter s Terns of Service In particular some usage information wall be shared back with Twitter For more see our Privacy Policy Twitter takes your privacy very seriously Only click Allow for applications you trust Allowing this application to connect to your account may give HarePoint Workflow Activities access to your Direct Messages DMs or the ability to Tweet on your behalf You may revoke access to this application at any time by visiting your Settings page Enter your credentials and press Allow button on the web page to get the PIN number You ve successfully granted access to HarePoint Workflow Activities Simply return to HarePoint Workflow Activities and enter the following PIN to complete the process 3591757 Fi Enter the PIN number to Twitter Authorization Tool and get the authorization token HarePoint Com IV HarePoint Activities and Conditions HarePoint Workflow Activities Authorize token Mic20TISMjl4LVZ VDJ peXBS cUG2dw 1 UGOtSOkVsMWhjQ 1 cxd lt hkdG81R21B cINOUVkzMzg4Mk2BRC1DNUOQwLT QORUGtQUVEMCOpOURDNDaoyNT dFOUG xdEZuUR Ww hPWwFYHWU pO bE Ju g2T hy c3ISSDBkT 1BLdzlzeUw2 k5B Request Token Copy to Clipboard Press Copy to Clipboard button and paste authorization token to the second parameter of this action Parameters message Message text Maximum length is 140 characters longer messages will be cut off automatically specified
146. ject Item at WN ssccsicstetscesccceessantennes sev vex ti antedadesetvassdackelues ese a EEEE aiaa EERE 147 10 35 Remove All Attachments Abu 148 10 36 Remove Content Type from List cccccessssccececeessseaeeeceeecessesseaesecececussesesaesecesecsssesesaeaeeeeeens 148 10 37 Remove InfoPath Attachments cccsscceesceceeeceteseeeeseececaaeceeaeessaeeeeaaeceeaaeseeeeesaeeeeaaeseeaaeesaes 148 10 38 Set Content Type Document Template 149 10 39 Set Default Content Type on List 0 cccccssssccececessesesneseceeecesseseaasaeceeecssseseaseseeeeecessesaaeaeeeeeens 149 10 40 Update List eu ECH A EE 150 10 41 Update List Item on Different Fam 151 10 42 Update Workflow Task at Url cc cccccsccccccssscececssececsesaeeececseececsesaececsesaeeeceesaesecsesaeeeceesaeeeeeeaaes 152 10 43 Upload Files to List Item Attachment 153 10 44 Wait for Field Change in Current Item Until Date 153 10 45 Wait for Field Change in Current Item With Timeout 154 TA NetworkactivitiES ieiki a celles vacwueet E eva adendeeeuerh are eaa KE 154 11 1 Create Directory ON FTP Semer 154 11 2 Delete Directory from FTP Server ccecccssssssccececeeseseseeecesecessesaaeaecesecusseseaaeseeeeecuseuseaeaeeeeeens 155 arses Table of Contents Hareboint Com 11 3 Delete File from FTP Server 155 11 4 Fetch RSS Feed to HiMen estaui oak aana paaa a aeaniee u aiaiai 155 T1 5 Fetch RSS Wem esoe eerdA ee a ia pete aden eee a ieee eens Ea 156 11 6 Send HTTP
147. known format of the file this action will generate an error File formats supported by the Product image processing engine e BMP files reading writing e DDS files reading e EXR files reading writing e Raw Fax G3 files reading e GIF files reading writing e HDR files reading writing e CO files reading writing e IFF files reading e JNG files reading e JPEG JIF files reading writing e JPEG 2000 File Format reading writing e JPEG 2000 codestream reading writing e KOALA files reading e Kodak PhotoCD files reading e MNG files reading e PCX files reading e PBM PGM PPM files reading writing IV HarePoint Activities and Conditions HarePoint Com e PFM files reading writing e PNG files reading writing e Macintosh PICT files reading e Photoshop PSD files reading e RAW camera files reading see note below e Sun RAS files reading e SGI files reading e TARGA files reading writing e TIFF files reading writing e WBMP files reading writing e XBM files reading e XPM files reading writing Note Product can load RAW files from digital photo cameras CRW CR2 NEF RAF DNG MOS KDC DCR etc virtually all RAW formats are supported Parameters specified url Full URL of the picture in Document Library Variable ImageWidth Output variable for image width in pixels Variable ImageHeight Output variable for image height in pixels 9 7 Get
148. kup Language Query format see below CAML format is a bit complicated but very flexible It is based on XML The example of correct CAML filter it is a body of CAML Query element lt Where gt lt And gt lt Eq gt lt FieldRef Name FirstName gt lt Value Type Text gt Alexey lt Value gt lt Eq gt lt Contains gt lt FieldRef Name Email gt lt Value Type Text gt gmail com lt Value gt lt Contains gt lt And gt lt Where gt Note that you should use internal names of fields in the CALM Query For the CAML reference see e Writing CAML queries http sharepointmagazine net articles writing caml queries for retrieving list items from a sharepoint list IV HarePoint Activities and Conditions Hareboint Com e CAML Query Schema http msdn microsoft com en us library ms467521 aspx e CAML Query Element http msdn microsoft com en us library ms471093 aspx e Freeware tool to build CAML Query http www u2u be Software Parameters SUM Aggregation function One from following options SUM COUNT AVG MIN MAX this field Field name all Items filter All items by default or the list of items names or the list of list items GUIDs or the CAML query recursively count inside summary tasks which may also include child items Or select non recursively to skip summary task chlid items this list specify the SharePoint list Variable variable1 Outpu
149. l document It can automatically detect the nearest empty row to paste the values Note Only xlsx files are supported Parameters this array the array of values that will be added The array can be created using Create Array or Split Text actions specified sheet the sheet name in Excel document this document the full URL to Excel file this cell if this cell is empty the values from the array will be added to this cell and following cells in the same row If this cell is not empty this workflow action will first check next cells in the same column if they are empty As soon as empty cell is found the values from the array will be added to this cell and following cells in the same row 12 3 Add New Row into Word Document Add new row into this repeating section content control of this docx document This workflow action adds a copy of the last row in the Repeating Section Content Control After this has been added it can be modified using Update Word Document action To create Repeating Section Content Control highlight the necessary row in Word Document and on the ribbon on Developer Tab click Add Repeating Section Content Control button Parameters this repeating section the name of the repeating content control HarePoint Com IV HarePoint Activities and Conditions this docx document the URL of the word document to be modified Examples Add new ro
150. ld Important Note the action Set Target Site Options always should be used before this action Additionally you can use Set Encrypted Passwords action and Encrypt Credentials tool to specify the credentials in secure way See Also Ser Encrypted Passwords and Set Target Site Options actions See Also For the complete list of supported operators and types see Find List Item at Url action Parameters this url Full URL of list at the different SharePoint farm field The name of the field to search for HarePoint Com IV HarePoint Activities and Conditions equals Comparison opeator value Value to search for top 1000 specify number of results to be stored Variable array Output array variable with URLs of list items 10 25 Get Field Value at Url Get value from this field of list item at this url current version and store result in Variable variable This workflow action is used to get a field value from list item specified by URL Parameters this field Field name this url Full URL of list item current version specify the version of the list item If the versioning is enabled for the list you can get the data from the previous versions of the item Two formats can be used e 1 2 3 to specify previous versions relatively to the current version e 1 0 2 0 3 0 to specify the required version numb
151. les Let s encode German word Gr with different encodings with Converts Text to Base64 activity on the machine with Russian ANSI code page and decode results back with the same encodings with Converts Base64 to Text activity e default encoded string R3J1Pw decoded string Gru e ASCII encoded string R3I Pw decoded string Gr e Unicode encoded string RwByAPwA3wA7 decoded string Gr e UTF8 encoded string R3LDvMOf decoded string Gr e UTF32 encoded string RwAAAHIAAAD8AAAA3WAAAA decoded string Gr As you can see all three Unicode encodings save the German national characters unchanged With 7 bit ASCII encoding all national German characters were lost In the case of default encoding input string was initially mapped to Russian ANSI code page where the German was mapped to latin u and the last B was lost because it has no suitable mapping to Russian code page 16 7 Converts Text to Base64 Converts specified text to Base64 using default encoding and store result in Variable ConvertedText1 This workflow activity will encode specified text with one from five available encodings and convert encoded text to Base64 Available encodings e default 8 bit encoding of the current operating system s ANSI code page e ASCII 7 bit ASCII encoding e Unicode also known as UTF16 represents each character as a sequence of one or two 16 bit integers IV HareP
152. list Variable variable1 Output string variable for the URL of copied list item Trigger Specifies whether to trigger an item create event 10 8 Copy List Item Attachments to Document Library Copy attachments of list item at this url to document library at specified url Overwrite if items exist This workflow action is used to copy attachments from specified list item to document library specified by URL See Also Copy List Item Attachments to Document Library advanced this action is identical but allows you to save the URLs of the saved attachments in an array variable See Also Upload Files to List Item Attachments action Parameters this url Full URL of list item specified url Full URL of target document library Overwrite If the document library already contains file with the same name you can choose to Overwrite it to skip this file Do not overwrite or to Append unique ID to the file name HarePoint Com IV HarePoint Activities and Conditions 10 9 Copy List Item Attachments to Document Library advanced Copy attachments of list item at this url to document library at specified url Overwrite if items exist Store urls of output items in Variable UrlsArray This workflow action is used to copy attachments from specified list item to document library specified by URL and save the URLs of the output items to an array See Also Copy List Ite
153. lists reading and writing Microsoft Office documents document conversion to PDF and other formats image conversion processing and resizing SharePoint administration working with Active Directory working with SQL databases and XML executing just in time compiled C or VB NET code PowerShell cmdlets operating through such networking protocols as HTTP SMTP POP3 FTP RSS XMPP and Twitter improved activities for emailing messages and a large set of activities that facilitate work with string arrays strings and regular expressions date and time At the same time the product is fully supported by all Microsoft workflow development tools and there is no need to migrate and adapt current workflows to a new development environment master and deploy a new development environment Three key features of HarePoint Workflow Extensions are as follows vi SN Ze over 200 new activities in addition to 30 built in SharePoint activities over 30 activities of Free Set which you can use without any fee or limitation full support in SharePoint Designer Microsoft Visio Microsoft Visual Studio easy deployment integration and minimum training costs We are confident that within an hour after deployment you will learn and be able to use new features of the product to the in full 1 Current version supports Microsoft Visio 2010 only Visio 2013 integration will be added in next release HarePoint Com I Introduction II De
154. m Attachments to Document Library in case if you don t need to have the output URLs saved to a variable See Also Upload Files to List Item Attachments action Parameters this url Full URL of list item specified url Full URL of target document library Overwrite If the document library already contains file with the same name you can choose to Overwrite it to skip this file Do not overwrite or to Append unique ID to the file name Variable UrlsArray the array variable to save the URLs of the items that have been copied to target library 10 10 Copy List Item Attachments to List Item Copy attachments of list item at this url to list item at specified url Overwrite existing items This workflow action is used to copy attachments of one list item to attachments of another list item See Also Upload Files to List Item Attachments action Parameters this url Full URL of source list item specified url Full URL of target list item Overwrite If target item already contains attachment with the same name then you can choose one from two options Overwrite to replace file by new one Do not overwrite to skip this file IV HarePoint Activities and Conditions Hareboint Com 10 11 Copy List Item to Different Farm Copy list item at this url to the list at this list url Store output item url in Variable variable1 This workflow action is u
155. mepassword password then Create list item with Somevalue 127 at http targetsite one Lists Orders Example 2 Set encrypted passwords with BjhiqgHUuj jhucu string then Use site at http targetsite one url as target site Logon using this user username and this password password then Create list item with Somevalue 127 at http targetsite one Lists Orders 10 16 Create Site Column Create a new site column on the site at current site url based on this CAML This workflow action creates a new site column on the site based on CAML query Parameters Current site optional Specify the URL of the site where the column needs to be created this CAML CAML query For details on CAML syntax please refer to http msdn microsoft com en us library office ms437580 v office 15 aspx Examples HarePoint Com IV HarePoint Activities and Conditions Step 1 Create a new site column on the site at current site url based on lt Field Type Text Name Test Text Fi CAML then Create a new content type on the site at current site url with Word Document title based on Document put into this sorting group then Add Test Text Field exising column to Word Document content type on the site at current site url then Set document template url for Word Document content type on the site at current site url to Current Item Encoded Absolute URL copy document to the resource folder
156. miters each charachter in specified string is delimiter See Also Join Text activity Parameters specified text Text expression item field or variable HarePoint Com IV HarePoint Activities and Conditions specified delimiters String or multi line string with delimiters strings characters Type of delimiters You can choose string delimiters one per line or character delimiters each charachter in specified string is delimiter Variable StringsArray Output strings array 16 20 Trim Text Removes leading and trailing white space characters from this text and store in Variable TrimmedText Removes white space characters from beginning and or end of specified text Parameters leading and trailing One from three options leading trailing leading and trailing this text Text expression item field or variable Variable TrimmedText Output variable 17 Workflow activities 17 1 Get Workflow Association Data Get this workflow default association data and store in Variable variable This workflow action is used to retrieve workflow association data See Also Start Workflow activity Parameters this workflow Workflow name Variable variable Output string variable with workflow association data in XML format IV HarePoint Activities and Conditions HarePoint Com 17 2 Get Workflow Status Get status of w
157. n HarePoint Workflow Extensions Core for SharePoint 2010 is already installed Pending maner un re ee e m noa Anant Please watt Refresh now www harepoint com Should any problems be detected please rectify them and restart the installation wizard At the next step of the Wizard you will be offered the solutions to install In general case for successful product installation you ll need to install both solutions offered e HarePoint Workflow Extensions Core solution containing activity library e HarePoint Workflow Extensions Administration solution for managing the product on the Central Administration site e HarePoint Printing Service Application service application that receives printing jobs from workflow action and transfer it to HarePoint Printing Service e HarePoint Workflow Extensions Printing Activities set of activities that allows printing from within a workflow HarePoint Com II Deployment Follow the instructions of the Wizard and complete installation of the solutions selected Installation Progress Please wait Press Cancel to stop cee a p meet HarePoint Activities wen store HarePoint Activities wsp HarePoint Activities wsp igen Waiting for deployment job completion Installation session started at 05 04 2013 10 40 10 Executing of the installation actions started Start adding solution HarePoint Workflow Extensions Core for Shar
158. n is setting Web Service options which are reqired to use Ger Cell Value and Set Cell Value Parameters default web service optional you can specify URL for Excel Web Services in case if it s not detected properly with the default setting Note Site address URL should be used this username specify the username this password specify the password Note You can use the Encrypt Credentials tool to encrypt the password in this case specify the Username and Password in Web Service field and use Set encrypted password action 11 16 Shorten Url Shorten this url with goo gl using this login and this password and store result in Variable variable This workflow action generates the short URL using online providers for short URLs Parameters IV HarePoint Activities and Conditions Hareboint Com this url specify URL to be shorted with goo gl select the provider Currently two provides available e Goo gl does not require registration so login and password are not required e Bit ly requires registration on Bitly com login and password should be specified in action parameters this login specify the login name only for bit ly this password specify the password only for bit ly store result in Variable variable the shortend URL is stored in this variable 11 17 Upload Document to FTP Server Upload specified document to
159. nJobld output variable is no files were found to convert Note This action require Word Automation Services running on server To check this service open Central Administration go to System Settings and open Manage services on server page Unfortunately this service is not available on SharePoint Foundation See Also Wait Conversion Job and Get Conversion Job Status actions Parameters this Document to convert e g Current Item PDF Choose one from available formats Word Document docx Word 97 2003 Document doc PDF RTF XPS Variable ConversionJobld Output string variable with ID of conversion job Action returns empty string if no files were found for conversion Overwrite If the folder already contains file with the same name then you can apply one from two options Overwrite replace file by new one Do not overwrite skip this file Examples See example at Wait Conversion Job action description 6 2 Convert Folder at Url Convert documents in folder at this url to PDF format and store documents to folder at specified url store job ID in Variable ConversionJobld Overwrite existing document This workflow action is used to convert all documents from document library specified by URL Output files maybe stored in the same or at another document library This action process only the files of supported formats files of other formats will be skipped List of support
160. ncy E EE EEE EaR EARE REED 116 9 8 Is Image Compressed Hareboint 117 9 9 Is Image Type Supported HarePOINt ccccccesececsssceceesssseceesssseceessesececseesececsssseceeseseeeeeseeaeees 117 9 10 RESIZE IIMA gE seiiet eee gege eege sessexeseashdecncssgndsceesdesscegsgeessessidestessas e ss 119 9 11 Resize Images IN Folddel scierie eee ARE e aE ea eR Ee e REER 120 9 12 Resize Imagesin LB INV ue Seege eg eegene eege Sege DEE ge 121 9 13 Rotate IMage iviecsccsccccdecvabsccddasteccesvanesdds sanecdessaeseces saueddeuvansedds sauecdes sabe cudvesheddesvansedds sauecdessauseeesaanes 122 9 14 Set EXIF Property on Image 122 OVS Set Irans parent Ol ON EE 122 9 16 Set XMP Property EE 123 10 MISES ACTIVITIES TTT 124 10 1 Add Content TvpetoUst 124 10 2 Add Existing Column to Content Type cccccccccccsssssssssseceeecessessaeseceeecesseseaaeaeeeeecssseseaeaeeeeeens 124 10 3 Approve Item at U N 124 104 Build String irom MISE sscsacssscvecvsoccecesssnccete secede ene nea sates 125 10 5 Calculate Aggregation FUNCTION ccccccccssssssecececeeseseaeseceeeceseesesaesecececuseesaaaeseceeecesseseaeaeeeeeens 126 10 6 Copy InfoPath Attachments to Document Dbrap 128 10 7 Copy List Itemirat M 130 10 8 Copy List Item Attachments to Document Ubrarn 130 10 9 Copy List Item Attachments to Document Library advanced 131 10 10 Copy List Item Attachments to List lem 131 10 11 Copy List Item to Different Farm 132 10 12 Create Content
161. nd carbon copy to this address use this address as sender and add InfoPath attachment specified by XPATH of list item at this url to attachments of e mail This workflow action is used to send e mail with InfoPath attachments of list item By default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters e mail to this address Click here to specify message recipients carbon copy recipients message subject and body Normal E mail importance Available options Normal Low High blind carbon copy to this address Blind carbon copy recipients maybe blank this address as sender Sender address If this value is not specified then value from farm settings for outgoing emails will be used specified by XPATH XPath query string See examples section for details this item InfoPath attachments of this list item will be attached to e mail Examples Send e mail to harepoint gmail com with Normal importance blind carbon copy to this address use noreply harepoint com as sender and add InfoPath attachment dfs myFields dfs dataFields my SharePointListitem_ RW my Attachments of list item at Variable thisUrl to attachments of e mail You can combine multiple XPath queries using vertical bar sign e g my myFields my MoreAttachments my myFields my AttachFile You can retri
162. ne dimension exactly as specified by width height parameters one and another dimension may be smaller than the specified by width height specifed library Target Document Library for converted images Source and target Document Libraries may be the same append resize to filename To options are available save output file with the new name with prefix or to overwrite source file in case the source and the target Document Libraries are the same Do not process Process or not process or just copy source file to the target folder if it has smaller dimensions than the specified by height and width parameters Do not delete Delete or do not delete source images IV HarePoint Activities and Conditions Hareboint Com 9 13 Rotate Image Rotate image at specified url 90 degrees Clockwise This workflow action is used to rotate the image in one from supported formats to 90 180 or 270 degrees clockwise or counter clockwise Note See Get Image Size activity overview for the list of supported file formats Parameters specified url URL of the image in Document Library 90 How many degrees to rotate the image 90 180 270 Clockwise How to rotate the image clockwise or counter clockwise 9 14 Set EXIF Property on Image Set EXIF property Title on image at this url to variable value This workflow action sets the specified EXIF property for the specified image
163. ng permissions on the list item Permissi GORLACH 7 gorlach Contribute Full Control Modify Permissions Choose users to grant below permissions to Choose permissions to grant V Full Control IT Read xasssss Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters specified Special type array of the users and they permissions this url Full URL of a SharePoint site list list folder or list item 13 14 Grant Permissions on List Grant specified permissions on this list HarePoint Com IV HarePoint Activities and Conditions This workflow actions is used to grant permissions to site users for specified list In the Add List Item Permissions window you can choose multiple users and add any permissions for them including Out Of The Box and custom permissions P Add List Item Permissions P X The following permissions will be added to any existing permissions on the list item Permisi GORLACH7 gorlach Contribute Full Control Modify Permissions Choose users to grant below permissions to Choose permissions to grant 8 I Full Control Read xasssss Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters s
164. nguished name of the Active Directory container OU Test DC domain DC com Use Active Directory Explorer to get correct path http technet microsoft com en us sysinternals bb963907 specified Logon name of the group DOMAIN group or group domain com 1 5 Create Local User Account on Server Create new user on this server with specified logon name this full name this description this password this workflow action creates a local user account on a specified server HarePoint Com IV HarePoint Activities and Conditions Important Note Set Active Directory authentication action is required prior using this action to specify the administrator account that will be used to create a local account Parameters this server NetBIOS name DNS name or IP address Important note if you need to create a user ona local machine use localhost as a name specified logon name the logon name for the account full name optional the account full name this this description optional the description for the account this password the password for account Examples Set Active Directory authentication impersonate using name COMPANY Administrator and password 111 Then Set Variable logon name to test n1 then Create new user on 192 168 2 16 server with Variable logon name logon name John Smith full name Test user description 123 password 1 6 Create Mail Contact in Active Direct
165. nt at SharePoint Server Variable variable Output variable 7 20 Get Entry From Folder Property Bag Get specified entry value from list item at this url parent folder property bag and store in Variable variable This workflow action is used to get specified entry value from property bag of parent folder of specified list item IV HarePoint Activities and Conditions HarePoint Com Error happens if property is not found Parameters specified Name of the entry in property bag e g vti_timelastmodified this url Full URL of list item Variable variable Output variable 7 21 Publish Item Publish list item at this url with specified comment This workflow action is used to submit the list item for content approval with the specified comment Parameters this url Full URL of target list item specified Comment text 7 22 Rename Document at Url Rename document at specified url to this file name This workflow action is used to rename list item specified by URL Parameters specified url Full URL of list item including site name this file name New file name without extension 7 23 Save Document to File Save list item at this url to output folder Overwrite existing file HarePoint Com IV HarePoint Activities and Conditions This workflow action is used to save document from documents library t
166. nt user Leave intact if you want to change photo of current user or select specific one this url Full URL of photo You can type remove or delete instead of URL to remove current user s photo 2 Administration activities 2 1 Activate Feature Activate this feature in feature collection at this url Force yes This workflow action is used to activate feature on SharePoint site or site collection Parameters this feature Feature GUID or name as it displayed at Site Settings Manage site features or at Site Collection Administration Site collection features this url Site URL Yes No Yes to force activation of the feature even if there are errors otherwise No 2 2 Add Users to SharePoint Group Add specified users to specified group at this site HarePoint Com IV HarePoint Activities and Conditions ue This action allows you to add one or more users to SharePoint group Parameters specified users One or more logon names of users separated by semicolon specified group Group name as it displayed at People and Groups All Groups this Full URL of a site 2 3 Add Users to Site Add specified users to this site This workflow action is used to add local or Active Directory users to SharePoint site Parameters specified users One or more logon user names separated by semicolon For example DOMAIN account
167. nue to operate under Free License The set of Is Specified Item Checked Out Is User a Member of a SharePoint Group D H H Heat Active Directory available activities will be limited to the free set see enee eng Ai HES ET Ss Appendix A Execution of workflows created by using Create Group in Active Directory e e et s i 8 Create User in Active Directo paid activities will be terminated with error and record Delete User from Active Directory WW H i H H i H Get Active Directory Groups Where User is Member This workflow action requires a license in the history A I E E list Get User s Attribute from Active Directory Get User s Manager from Active Directory Get User s Multivalued Attribute from Active Directory Remove Member from Active Directory Group After purchasing a Limited License and entering Set Active Directory Authentication impersonate Set User s Attribute in Active Directory registration keys on the administration page HarePoint Workflow Extensions of the Central Administration site it will be possible to choose five activities from HarePoint Com II Deployment Change Active Directory Account Settings eg the paid list in addition to activities from the free set This selection can be changed later The rest of paid activities will be inaccessible for creation of workflows while execution of workflows created with their help will be terminated with error and record This workflow action requires a license
168. o Get Random Number activity Parameters 16 Output string length alphanumeric The set of characters for output string Variable RandomString Output string variable 16 15 Is Value Matches Regular Expression HarePoint If value matches regular expression ignore case Yes is pattern culture invariant Yes use multiline mode No use singleline mode No search right to left No This workflow condition returns True is the specified value matches with regular expression IV HarePoint Activities and Conditions Hareboint Com Regular expressions provide a powerful flexible and efficient method for processing text To learn more about regular expressions see http msdn microsoft com en us library hs600312 aspx For regular expression language reference see http msdn microsoft com en us library az24scfc aspx Parameters value Text expression or variable to check regular expression Regular expression pattern For example like b w s 1 b ignore case Ignore case in regular expression and in the input string pattern is culture invariant Specifies that cultural differences in language is ignored Culture is used to obtain culture specific information such as casing rules and the alphabetical order of individual characters multiline mode Multiline mode Changes the meaning of and so they match at the beginning and end respectively of any line and
169. o local disk or network share Note In order to specify file access credentials add the Set Network File Access activity to the same workflow step first Parameters this url Full URL of list item output folder Local disk folder or network share Overwrite If the folder already contains file with the same name then you can apply one from four options Overwrite replace file in library by new file Do not overwrite generate an error Skip do not overwrite file in library without error Append unique identifier for add string like _20e0ad06 4261 4349 8a37 894fa7574f42 to the end of file name Examples Save Current Item Encoded Absolute URL to C temp Overwrite existing file 7 24 Set Network File Access Set network file access using this user and this password This workflow action is used to specify credentials for a group of Document Library activities that works with files e Save Document to File e Create Document From File e Upload Documents From Folder e Download Documents To Folder e Upload Files To List Item Attachments Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL like http sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer Parameters this user User name that will be used for file access like DOMAIN Account this password Password that will be used for file
170. o upload files from local disk or network share to document library Note In order to specify file access credentials add the Set Network File Access activity to the same workflow step first Parameters IV HarePoint Activities and Conditions Hareboint Com Recursively One from two options Recursively upload files from specified path including all subfolders subfolders tree will be created in specified document library Non recursively upload files only from specified path all File mask like jpg You can specify only one file mask specified path Disk or network path this folder url Document library or folder of document library Overwrite If the folder already contains file with the same name then you can apply one from four options Overwrite replace file in library by new file Do not overwrite generate an error Skip do not overwrite file in library without error Append unique identifier for add string like _20e0ad06 4261 4349 8a37 894fa7574f42 to the end of file name Trigger Specifies whether to trigger an item create update event Examples Recursively upload all files from C to http mysite Shared 20Documents Overwrite existing documents Never try this example 8 E Mail activities 8 1 Add Custom Headers To Email Add these custom headers to outgoing e mail messages This workflow action adds the specified e mail headers to the e mails sent
171. oint Activities and Conditions HarePoint Com e UTF8 uses one byte for any ASCII characters which have the same code values in both UTF 8 and ASCII encoding and up to four bytes for other characters e UTF32 uses exactly 32 bits for each character Because all Default encodings and ANSI encoding lose data see Examples section your workflow might use UTF8 instead Parameters specified text Text expression item field or variable to encode default encoding One from five available encodings Variable ConvertedText1 Output string variable Examples Let s encode German word Gr with different encodings with Converts Text to Base64 activity on the machine with Russian ANSI code page and decode results back with the same encodings with Converts Base64 to Text activity e default encoded string R3J1Pw decoded string Gru e ASCII encoded string R3I Pw decoded string Gr e Unicode encoded string RwByAPwA3wWA decoded string Gr e UTF8 encoded string R3LDvMOf decoded string Gr e UTF32 encoded string RWAAAHIAAAD8AAAA3WAAAA decoded string Gr As you can see all three Unicode encodings save the German national characters unchanged With 7 bit ASCII encoding all national German characters were lost In the case of default encoding input string was initially mapped to Russian ANSI code page where the German was mapped to latin u and the last
172. oint Com PDF file at this url specify the URL of the PDF document specified url specify the URL of the folder to save the output PDF with watermark added the same name specify the name for the output PDF it could be the same name or any other custom name Overwrite choose to Overwrite Do not overwrite if the document with this name already exists in the target folder 7 2 Check In Item at Url Do minor check in of list item at specified url with specified comment This workflow action is used to check in specified item with a comment Parameters minor check in Check in type one from following options minor check in major check in overwrite check in specified url Full list item URL including site name specified comment Comment text 7 3 Check Out Item at Url Check out item at specified url This workflow action is used to check out list item specified by URL Parameters specified url Full URL of list item including site name 7 4 Copy Document to List Item Attachment Copy document at this url to list item at this url Overwrite existing items This workflow action copies the specified document to a list item as an attachment Parameters HarePoint Com IV HarePoint Activities and Conditions Te Copy document at this url the URL of the document to be copied to list item at this url the URL of the ta
173. om xpath default asp e Online XPath Query Tool http www bit 101 com xpath Parameters this XML Input string expression or variable with XML document HarePoint Com IV HarePoint Activities and Conditions this query XPath query string See examples section for details text One from three available options text inner XML or outer XML Variable variable Output string variable Examples Send HTTP request to http www ecb int stats eurofxref eurofxref daily xml using GET method with this headers Store response in Variable CurrencyXml and status code in Variable variable then Query Variable CurrencyXmI using XPath query Cube currency USD rate and store resulting text in Variable EuroUsd then Log European Central Bank EUR to USD conversion rate is Variable EuroUsd to the workflow history list This sample takes XML document with the currency conversion rates from European Central Bank and gets actual EUR USD conversion rate Result in the workflow history list The request was sent successfully http www ecb int stats eurofxref eurofxref daily xml European Central Bank EUR to USD conversion rate is 1 4453 Example of XML document of European Central Bank lt gesmes Envelope xmins gesmes http www gesmes org xml 2002 08 01 xmlIns http www ecb int vocabulary 2002 08 01 eurofxref gt lt gesmes subject gt Reference rates lt gesmes subject gt lt gesmes Sender
174. on Form Pa 3 Impersonation Step to Visio Settings Parameters i as Modify Insert Manage A general method is to move such activities ok in rsonation Ste A 4 z E Genie H ler eege to the Impersonation Step which is run in t f Team Site gt Workflows gt Ba Insert an Impersonation step S ee O o the context of the workflow author or last as the author user who last edited Sead the workweek as the user soho user who edited the workflow Format Created field with 0 yyyy M Press F1 for more help then Format Modified By field with Item was modified by 0 and store in Variable F3 The second method is available only for then Log Variable F3 at Variable F2 to the workflow history list Ill Product Overview HarePoint com activities working with the Active Directory It involves adding the Set Active Directory Authentication impersonate activity which saves the login and password for access to the Active Directory in the current workflow step Step 1 Set Active Directory authentication impersonate using user name GORLACH gorlach and password Mk29GfS3eh lthen Add Current Item Created By to members of GORLACH7 docmanagers group in Active Directory All HarePoint activities working with the Active Directory check if the current workflow step has the above Set Active Directory Authentication impersonate activity and if it does use access parameters set there Otherwise they work w
175. ore result in Variable Html then Create document from Variable Html in http gorlach7 Shared 20Documents Rates Html Overwrite existing document This sample takes XML document with currency conversion rates from European Central Bank add new node with EUR EUR rate 1 0000 and generates HTML document with currency rates in document library For the full text of the XSLT template and example of output HTML see examples section of the Transform XML activity overview For a sample of source XML document please see examples section of the Query XML activity overview 6 Document Conversion activities 6 1 Convert Document Convert this document to PDF format and store job ID in Variable ConversionJobld Overwrite existing document This workflow action is used to convert specified document to different format and store output file in the same document library This action process only the files of supported formats files of other formats will be skipped List of supported input formats e Open XML Document docx docm dotx dotm e Word 97 2003 Document doc dot e Rich Text Format rtf e Web Page htm html mht mhtml e Word 2003 XML Document xml List of supported output formats includes all input formats and two additional e Portable Document Format pdf e XML Paper Specification xps HarePoint Com IV HarePoint Activities and Conditions Action returns empty string in Conversio
176. orkflow with this name started on item at this url store status in Variable variable1 last status change time in Variable variable2 This workflow action is used to get site or list workflow status and the time of last status chnage Known workflow status strings are e Not Started e Failed On Start e In Progress e Error Occurred e Stopped By User e Completed e Canceled This list may be extended by custom values e g using Set Workflow Status action Parameters with this workflow name Workflow name e g My workflow item at this url Optional parameter with item URL Variable variable1 Output string variable for status code e g Completed Variable variable2 Output Date Time variable for last status change time 17 3 Start Workflow Start this workflow on the item with this url with default association data and store instance ID in Variable variable This workflow action is used to start list or site workflow on SharePoint site Due to the nature of Microsoft SharePoint Workflow Timer starting a new workflow can take several seconds to several minutes during which the workflow will have the status Starting HarePoint Com IV HarePoint Activities and Conditions See Also Get Workflow Association Data activity Note This action can be used to start a workflow on multiple list items See Example 2 for more details Parameters this workflow Workfl
177. ory Create new contact in this container with specified name this display name this alias this external e mail mail enable yes This workflow action creates a new mail contact with specified parameters Parameters this container specify the distinguished name or canonical name of the container where the contact will be created with specified name specify the name for the contact object in AD display name specify the name that will be displayed to the user this this alias for mail enabled contacts only the internal e mail address of the contact IV HarePoint Activities and Conditions HarePoint Com this external e mail external e mail address outside of organization mail enable yes enable or disable receiving e mails to this contact via Microsoft Outlook and Microsoft Exchange 1 7 Create User in Active Directory Create new user in this container with specified logon name this first name this last name this password This workflow action will create new user account in specified Active Directory container Created account will be enabled you can disable account and change its settings with Change Active Directory Account Settings activity Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who sta
178. ory list 1 14 Get E Mails of Active Directory Group Members Get user e mails from specified group Expand nested groups No Store result in Variable EmailsArray This workflow action will return Active Directory group member s email addresses to array variable Use Join Text or array activities to get string values IV HarePoint Activities and Conditions Hareboint Com Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters specified group Name of the group from which we want to read member e mails like DOMAIN group expand nested groups Include or not members of nested groups Variable EmailsArray Output array variable with the list of the e mails of Active Directory group members 1 15 Get User s Attribute from Active Directory Get this attribute of current user from Active Directory Store attribute value in Variable variable1 success of searching in Variable variable2 This workflow action will return a value of Active Directory user specified attribute Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed und
179. ote May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters this list Target list 13 6 Delete All Permissions from List Item Delete all permissions from this list item IV HarePoint Activities and Conditions Hareboint Com This workflow action is used to delete all permissions from list item Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters this list item Target list item 13 7 Delete All User Permissions at Url Delete all permissions at this url for this user This workflow action is used to delete all permissions for specified user from SharePoint site list list folder or list item specified by URL Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters this url Full URL of a SharePoint site list list folder or list item this user All permissions for this user or group will be removed 13 8 Delete All User Permissions from List Delete all permissions from this list for this user This workflow action is used to delete all permissions for specified user from list Note May need to place this action into Impersonation Step Otherwise
180. overwrite skip this file 6 5 Get Conversion Job Status Get conversion job with this job ID status and store in Variable JobStatus store links to converted documents in Variable DocumentsArray This workflow action is used to get a string with status of conversion job one from three values is possible Completed Failed or Running For completed job it also returns array with URLs of new documents See Also Wait Conversion Job and Get Array Items Count actions Parameters with this job ID ID of conversion job returned by Convert Document Convert Folder at Url or Convert Library actions Variable JobStatus Output string variable for the job status contains one from three possible values Completed Failed or Running Variable DocumentsArray Output array variable for the full URLs of new files Use Join Text or Get Array Item actions to get string values Examples See example at Wait Conversion Job action description 6 6 Wait Conversion Job Wait while conversion job with this job ID is running This workflow action is used to wait while specified conversion job is running Note that conversion job may take from few minutes to several hours depends on different factors HarePoint Com IV HarePoint Activities and Conditions See Also Convert Document and Get Conversion Job Status actions Parameters with this job ID ID of conversion job
181. ow name the item with this url Optional parameter with item URL Arrays of list items URLs are supported in this case the workflow will start on all list items from the array default Workflow association data in XML format Variable variable Output string variable for workflow instance identifier In case if the action starts multiple workflows this variable will contain multiple Instance IDs delimited by a semicolon Example 10440581 f7c0 404f 89d5 ae849e39910f 11842b5d a9a6 4a4b ac79 d070aaacb96b Examples Example 1 Converting all JPG images in document library to PNG Convert image at Current Iltem Encoded Absolute URL to PNG format and store url to converted image in Variable ConvertediImageUrl Overwrite exisiting image then Delete item at Current Item Encoded Absolute URL list item url then Start ConvertToPng on Current List Encoded Absolute URL with default association data and store instance ID in Variable ID This sample workflow convert all JPG images in document library to PNG Use the following lookup settings for the second parameter of Start Workflow action IV HarePoint Activities and Conditions HarePoint Com Lookup for String Field Data to Retrieve Choose the data source to perform the lookup on then the field to retrieve data from Data source Current ists Field from source Encoded Absolute URL Le Find the List Item Choose a field from the
182. p campaign Use this api key Store replicated campaign id in Variable variable This workflow action is used to replicate create a copy of an existing MailChimp campaign Parameters this MailChimp campaign specify either ID or name of the campaign to be replicated Note If the name is specified and there are multiple campaigns with this name the latest created campaign will be replicated this api key the authorization key See http kb mailchimp com accounts management about api keys store campaign id in Variable variable specify the variable where an ID for the new campaign will be stored 15 11 Schedule MailChimp Campaign Schedule this MailChimp campaign for this time Use this api key This workflow action is used to schedule the MailChimp campaign to be sent on a certain date at a certain time Note A campaign can also be sent immediately see Send MailChimp Campaign action Parameters this MailChimp campaign specify either ID or name of the campaign to be scheduled Note If the name is specified and there are multiple campaigns with this name the latest created campaign will be scheduled this time specify the time in GMT Greenwhich Mean Time time zone in 24h format as follows yyyy mm dd hh mm ss Example HarePoint Com IV HarePoint Activities and Conditions 2013 12 30 20 30 00 this api key the authorization key See http
183. p of five components e The library of the activities Installed on servers of SharePoint farm e The administration module Installed on the Central Administration site of SharePoint farm e A plug in for Microsoft Visio Installed on the work station where it requires use of HarePoint Workflow Extensions activities in Microsoft Visio e The library for Visual Studio Installed on the work station where it requires use of HarePoint Workflow Extensions activities in Visual Visio e Utility for Social networks Installed on the work station required for generation of an authorization token The product files do not have to be installed on the work station to develop workflows only in SharePoint Designer without the use of Microsoft Visio n Visual Studio The exception is the utility for Social networks required to generate an authorization token for the activities of Social category see description in Section IV 2 Current version supports Microsoft Visio 2010 only Visio 2013 integration will be added in next release Ill Product Overview HarePoint com 2 Creating workflows in SharePoint Designer Within SharePoint Designer get connected to the site where the product is installed create a new workflow or open the existing workflow r ES Gi Bla http gorlach7 Microsoft SharePoint Designer ke x Workflow a H Save il H wW Qz E CS Initiation Form Parameters Co Publish Il Parallel Block
184. pecified Special type array of the users and they permissions this list Target list 13 15 Grant Permissions on List Item Grant specified permissions on this list item IV HarePoint Activities and Conditions Hareboint Com This workflow actions is used to grant permissions to site users for specified list item In the Add List Item Permissions window you can choose multiple users and add any permissions for them including Out Of The Box and custom permissions r Add List Item Permissions P X The following permissions will be added to any existing permissions on the list item Permisi GORLACH7 gorlach Contribute Full Control Modify Permissions Choose users to grant below permissions to Choose permissions to grant Tc o Design V Full Control Read xasssss Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters specified Special type array of the users and they permissions this list item Target list item 14 Printing activities 14 1 Insert Watermark into PDF Before Printing Insert a watermark text or image url in PDF file that will be printed Rotation Diagonal Opacity 50 Page range all Font name Courier size 53 color 00000000 style Regular HarePoint Com IV HarePoint Activities and Conditions Thi
185. placeResult This workflow action is used to store replace all matches of regular expression in specified text with specified string Regular expressions provide a powerful flexible and efficient method for processing text To learn more about regular expressions see http msdn microsoft com en us library hs600312 aspx For regular expression language reference see http msdn microsoft com en us library az24scfc aspx Note To set additional options for this activity like case sensitivity use Set Regular Expression Options activity Parameters regular expression Regular expression pattern For example like b w s 1 b this text Input text expression item field or variable replace with this text String to replace all matches Variable ReplaceResult Output string variable 16 18 Set Regular Expression Options Set regular expression options ignore case Yes is pattern culture invariant Yes use multiline mode No use singleline mode No search right to left No This workflow actions set options for regular expression activities like Capture Text and Replace Text in the current workflow step IV HarePoint Activities and Conditions HarePoint Com Parameters ignore case Ignore case in regular expression and in the input string pattern is culture invariant Specifies that cultural differences in language is ignored Culture is used to
186. ployment 1 System requirements HarePoint Workflow Extensions is designed to operate in SharePoint Server 2013 SharePoint Server 2010 SharePoint Foundation 2013 and SharePoint Foundation 2010 hereinafter referred to as SharePoint server environments and it is not compatible with SharePoint Server 2007 and Windows SharePoint Services 3 0 The product has no special requirements to operating system and its components RAM memory space and CPU type The product may operate at any configurations where SharePoint server is deployed The product requires 10 Mb of disk space on each SharePoint server HarePoint Workflow Extensions includes a number of supporting Client Applications and components hereinafter referred to as the Client Applications that can be installed on the workstations used for workflow development hereinafter referred to as the Workstations Minimum workstation system requirements Microsoft Windows XP Service Pack 2 x86 x64 Microsoft NET Framework v2 0 10 MB of free disk space In addition to the minimum requirements the Client Applications have a number of special requirements Client Program Social Authorize Tool HarePoint Visio Add In Library for Visual Studio Description Utility to generate authorization token for activities of Social category see description of this activity in Section IV Library of shapes and support module for HarePoint activities in Visio 2010 see cha
187. pter 4 of Section Ill HarePoint library for Visual Studio and toolbar utility see chapter 5 of Section Ill Il Deployment Hareboint Com Special requirements Microsoft Internet Explorer 6 0 or higher Microsoft Visio Premium 2010 x86 x64 See also Introduction to designing and customizing workflows http office microsoft com en us sharepoint designer help introduction to designing and customizing workflows HA101859249 aspx CTT 3 Microsoft Visual Studio 2010 with installed project template Sequential Workflow for SharePoint 2010 See also Requirements for Developing SharePoint Solutions http msdn microsoft com en us library ee231582 aspx 2 Licensing and trial limitations HarePoint Workflow Extensions is licensed for a number of SharePoint servers where Microsoft SharePoint Foundation Workflow Timer Service is installed The number of licenses per product should correspond to a number of servers A list of services installed on the server can be viewed by opening System Settings tab and clicking the link Manage servers in this farm on Central Administration site A number of Workstations with installed Client Applications for workflow development aren t accounted by product licensing You may use the product on the basis of one of 4 licenses 1 Trial License Provided automatically for a 30 day period to use the product in organization s environment without any limitation b
188. r of removed attachments to Variable variable This workflow action is used to remove attachments by name or by file mask from the list item specified by URL Parameters Il Multi line string with one attachment file name or file mask at line this url Full URL of list item Variable variable Output integer variable to store number of removed attachments 10 36 Remove Content Type from List Remove this content type from list at this list url This workflow action removes specified content type from the list Parameters this Name of the content type this list url Full URL of the target list 10 37 Remove InfoPath Attachments Remove Info Path attachment specified by XPATH of list item at this url This workflow action is used to remove InfoPath attachments from the list item specified by URL Parameters specified by XPATH XPath query string See Copy InfoPath Attachments to Document Library action examples section for details this url Full URL of list item HarePoint Com IV HarePoint Activities and Conditions 10 38 Set Content Type Document Template Set document template url for this content type on the site at current site url to this url copy document to the resource folder This workflow action sets a document template for a content type Parameters this content type specify the content type name
189. ray Parameters Custom select the property from the drop down list or select Custom and specify the property display name in the next parameter specified specify the property display name The list of default properties names are available here http technet microsoft com en us library hh147513 v office 14 aspx these users users whose property should be received user info list select the source User Information List or Profile Service not available on SharePoint Foundation Note that workflow account should have permissions to be able to read from User Profile Service as follows Central Administration gt Application Management gt Manage Service Applications gt User Profile Service gt Administrators Variable array output array variable Examples Get Manager property for VM1 User1 VM1 User2 from user info list and store result in Variable array 2 13 Get Site User Property Get Custom specified property for this user from user info list and store result in Variable variable This workflow action is used to get specified property value from user s profile on the site IV HarePoint Activities and Conditions HarePoint Com For MOSS you can get the list of all available properties in Central Administration Manage User Properties Parameters Custom Select the property from the drop down list or select Custom and specify it in the next parameter
190. re in Variable variable This workflow action is used to get the property of the document at SharePoint server With this action you can get the following properties e Title e Author e Keywords e Subject e Comments e Last Modified By e Category e Manager e Company In the current version only Open Office XML Microsoft Office 2007 2013 formats are supported DOCX XLSX PPTX See Also Open Office XML at Wikipedia http en wikipedia org wiki Office_Open_XML Note Word or Excel Automation Services are not required for this workflow action Parameters this property Office document property name HarePoint Com IV HarePoint Activities and Conditions this Reference to document e g Current Item Variable variable Output string variable 12 7 Read Word Document Read this content control of this docx document and store its value in Variable variable This workflow action is used to get text of named content control of Microsoft Word document See Update Word Document activity overview to find out how to place named content control to Microsoft Word document In this version only DOCX documents are supported Note Word Automation Services are not required for this workflow action Parameters this content control Content control name see overview section for details this Reference to document e g Current Item Variable variable
191. rget list item Overwrite select to overwrite or not the existing items 7 5 Copy or Move Document Copy document at this url to the folder at specified url and with the same name Overwrite existing document Trigger events This workflow action is used to copy move or rename documents in SharePoint document libraries It can also copy a document to multiple folders if they are specified in an array Parameters Copy Copy or move document this url URL of the document at SharePoint Server specified url URL of the target folder may be the same as source folder Arrays of URLs are also supported for copying a document to all folders mentioned in an array the same Optional parameter new file name and extension for the document Overwrite If the folder already contains file with the same name then you can apply one from two options Overwrite replace file by new one Do not overwrite skip this file Note This action adds new file version when overwriting Trigger events select Trigger or Do not trigger events for this action Examples Move document at http gorlach7 Shared 20Documents 1 png to the folder at http gorlach7 Shared 20Documents and with 2 png name Overwrite existing document This sample workflow renames 1 PNG file to 2 PNG IV HarePoint Activities and Conditions Hareboint Com 7 6 Copy or Move Document to Different Farm
192. ring variable for workflow status 17 6 Wait Workflow To Complete By Name Wait until workflow with this name started on item at this url is completed store status of the workflow in Variable variable and last status change time in Variable variable2 This workflow action is used to wait until site or list workflow with specified name will be completed Known workflow status strings are e Not Started e Failed On Start e In Progress e Error Occurred IV HarePoint Activities and Conditions Hareboint Com e Stopped By User e Completed e Canceled This list may be extended by custom values e g using Set Workflow Status action Parameters with this name Workflow name e g My workflow item at this url Optional list item URL used for list workflows Variable variable1 Output string for workflow status Variable variable2 Output Date Time variable for last status change time HarePoint Com IV HarePoint Activities and Conditions Appendix A List of activities from Free Set Activities from the below list are included to the free set It means that after expiration of the Trial License you still can use these activities to develop workflows and workflows created with its use will provide full functionality see chapter 2 of Section Il Add Array Item Clear Array Create Array Get Array Item Get Array Items Count Get Index of Array Item Insert Array Item Remo
193. rite skip this file 6 3 Convert InfoPath Form and Save to Document Library Convert InfoPath form at list item url to PDF and save to document library at library url This workflow action converts the filled InfoPath form at specified Form Library item to PDF and saves to a specifed Document Library Important note This action requires a special setup before using it Please refer to InfoPath to PDF Service Installation Guide and InfoPath to PDF How to use guide for detailed information These guides can be found in Docs folder in the distributive package Parameters list item url specify a list item url that should be processed PDF select the target format currently PDF is the only available option HarePoint Com IV HarePoint Activities and Conditions so library url specify the URL for the library where coverted InfoPath forms will be created Examples Convert InfoPath form at Current Item Encoded Absolute URL to PDF and save to document library at http labsp13 Converted 20Documents 6 4 Convert Library Convert documents in this library to PDF format and store converted documents to specified library store job ID in Variable ConversionJobld Overwrite existing document This workflow action is used to convert all documents from the document library Output files maybe stored in the same or at another document library This action process only the files of suppo
194. rted formats files of other formats will be skipped List of supported input formats e Open XML Document docx docm dotx dotm e Word 97 2003 Document doc dot e Rich Text Format rtf e Web Page htm html mht mhtml e Word 2003 XML Document xml List of supported output formats includes all input formats and two additional e Portable Document Format pdf e XML Paper Specification xps Action returns empty string in ConversionJobld output variable is no files were found to convert Note This action require Word Automation Services running on server To check this service open Central Administration go to System Settings and open Manage services on server page Unfortunately this service is not available on SharePoint Foundation See Also Wait Conversion Job and Get Conversion Job Status actions Parameters this library Source document library on current site IV HarePoint Activities and Conditions Hareboint Com PDF Choose one from available formats Word Document docx Word 97 2003 Document doc PDF RTF XPS specified library Target document library on current site Variable ConversionJobld Output string variable with ID of conversion job Action returns empty string if no files were found for conversion Overwrite If the folder already contains file with the same name then you can apply one from two options Overwrite replace file by new one Do not
195. rted the workflow or workflow author context in the case of impersonation step Parameters this container Distinguished name of the Active Directory container like OU Test DC domain DC com specified User s logon name Domain name in the user s logon name is ignored correct syntax is DOMAIN username or username domain this first name User s first name this last name User s last name this password User s password Password may be blank Use Change Active Directory Account Settings activity to ask user to change password at first logon 1 8 Delete Group from Active Directory Delete group with this group name from Active Directory This workflow action will delete specified security group from Active Directory Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters HarePoint Com IV HarePoint Activities and Conditions this Logon name of the group DOMAIN group or group domain com 1 9 Delete Local User Account from Server Delete user with this logon name from this server This workflow action deletes the specified local user account from the server Important Note Set Active Directory authentication action
196. ry access Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL like http sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer Parameters current user User logon name like DOMAIN user this group Group logon name like DOMAIN group this user User name to be used for Active Directory access like DOMAIN Account Optional this password Password to be used for Active Directory access Optional 1 19 Move User into Organizational Unit Move Active Directory user with this logon name into specified organizational unit This workflow action is used to move specified AD user into specified AD organizational unit or container Note In order to specify AD credentials add the Set Active Directory Authentication impersonate activity to the same workflow step first Otherwise AD will be accessed under context of the user who started the workflow or workflow author context in the case of impersonation step Parameters with this logon name Logon name of the Active Directory user e g DOMAIN username specified Distinguished name or canonical name of the Organizational Unit or Active Directory container e g OU Test DC company DC local or company local Users
197. s This workflow action is used to convert all images of supported formats in specified Document Library Source and target Document Libraries may be the same Pay attention that source images which already have the type specified by the second parameter will not be copied to target Document Library Use built in Copy List Item activity if required Note See Get Image Size activity overview for the list of supported file formats Parameters this library Source Document Library HarePoint Com IV HarePoint Activities and Conditions JPG One from supported output formats Bitmap Picture bmp GIF JPG PNG TGA TIFF specified library Target Document Library Note that source and target Document Libraries may be the same Overwrite Overwrite or do not overwrite pictures in target Document Library Do not delete Delete or do not delete source images 9 4 Flip Image Flip image at specified url horizontally This workflow action is used to flip image in one from supported formats horizontally or vertically Note See Get Image Size activity overview for the list of supported file formats Parameters specified url URL of the image in Document Library horizontally How to flip the image horizontally or vertically 9 5 Get EXIF Property from Image Get EXIF property Title from image at this url and store in Variable variable raw value in Variable variable
198. s code specify the access code There are two ways to receive it e Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken 16 Strings activities 16 1 Capture All Occurrences of Text Capture regular expression in this text and store all occurrences in Variable MatchResults This workflow action is used to store all matches of regular expression in specified text to output array variable Regular expressions provide a powerful flexible and efficient method for processing text To learn more about regular expressions see http msdn microsoft com en us library hs600312 aspx For regular expression language reference see http msdn microsoft com en us library az24scfc aspx IV HarePoint Activities and Conditions HarePoint Com Note To set additional options for this activity like case sensitivity use Set Regular Expression Options activity Parameters regular expression Regular expression pattern For example like b w s 1 b this text Input text expression item field or variable Variable MatchResults Output array variable each item contains one match of regular expression Examples Capture b A Z0 9 J A ZO 9 A Z 2 4 b in xxx kkk my com owkk kkk s i12 com ddd and store all occurren
199. s folder url to specified path Overwrite existing files This workflow action is used to save all documents from document library or folder of document library to local disk or to network share HarePoint Com IV HarePoint Activities and Conditions Ia Note In order to specify file access credentials add the Set Network File Access activity to the same workflow step first Parameters Recursively One from two options Recursively save the document library or folder content including all subfolders subfolders tree will be created in specified path Non recursively save files only from specified document library of folder all File mask like jpg You can specify only one file mask this folder url Document library or folder of document library specified path Local disk or network path Overwrite If the folder already contains file with the same name then you can apply one from four options Overwrite replace file in library by new file Do not overwrite generate an error Skip do not overwrite file in library without error Append unique identifier for add string like _20e0ad06 4261 4349 8a37 894fa7574f42 to the end of file name 7 19 Get Document Content Get content of the document at this url and store in Variable variable This workflow action is used to retrieve contents of specfied document in to output variable Parameters this url URL of the docume
200. s workflow action adds a watermark to PDF file that will be printed by the action Print document that should follow after this action Parameters text watermark text image url watermark picture url Either of these parameters should be specified If both parameters specified image url parameter will be used Rotation Diagonal available values Diagonal rotated 45 degrees clockwise ReverseDiagonal rotated 45 degrees counterclockwise none no rotation Opacity 50 opacity in percents from 0 to 100 Page range all page range where watermarks should be added Possible values all for all pages 1 5 8 11 13 to print pages 1 2 3 4 5 8 11 12 13 Font name Courier font family name Note this parameter takes effect only for text watermarks size 53 font size in points Note this parameter takes effect only for text watermarks color FFO00000 black color in 16 bit ARGB color space Note this parameter takes effect only for text watermarks style Regular font style Available values Regular Bold Italic Underline Strikeout Note this parameter takes effect only for text watermarks IV HarePoint Activities and Conditions HarePoint Com 14 2 Print Document Print document at this url to default printer This workflow action is used to print specified document or image to specified printer List o
201. saaeeeeaeeenaes 178 13 9 Delete All User Permissions from List Wem 179 13 10 Delete Permissions at Ur 179 13 11 Delete Permissions from List eecceeececeeseeceeeceeeeneeesaeceeaceseaeeenaeeseaaeseeaaesseeesaeeeeaaeseneeeeaes 180 13 12 Delete Permissions from List Wem 181 13 13 Grant Permissions at Ulee n geieegeeee st ec VEER EE EE iais 182 13 14 Grant Permissions Om List osisssa aE Geesen ieee 182 13 15 Grant Permissions on List Rem sncssnosminnsnnurnninannnmenininnan a 183 14 Printing Leg 184 14 1 Insert Watermark into PDF Before Printtng 184 E gluten 186 14 3 Set Printing gie ele E 186 153 SOGIal ACtIVITIOS se caysc2e 5 lt sassscevoccs devas Sagde oeicee sti dncue E E E E E E a E 186 15 1 Create Group IN VamMer ees Ses see oasis ee dreet denges ege lege eege 186 15 2 Create MailChimp Campaign ccccccccccsssssscscecececsesesneseceeecesseseaeseeeescesseseaaeseeeesessseseeaeeeenens 187 15 3 Create USEF N Yammer dadd ett 188 15 4 Delete MailChimp Campaign c cccccccscssssssssecececsssesesssseeeeecssseseeaesecesecessesseaeseeeescsssesseaeaeeeeeens 189 15 5 Delete User from vammer EEN 189 15 6 Get User s Property from Vammer ENEE 189 1527 Invite User TO Cult ET 190 15 8 Publish Message to Social Media viadlvr nt 190 15 9 PUblish Message tO VY aMMe geseet eise Seege edd ed dee eee e een 191 15 10 Replicate MailChimp Campagne 192 15 11 Schedule MailChimp Campaign cccccessssccececeesesesnnseeeeeces
202. sdn microsoft com en us library Oc899ak8 aspx Parameters this field Input string with the name of Current Item field this format Format string Variable FormattedText Output string variable Examples Format Created field with O yyyy MM dd and store in Variable F2 then Format Modified By field with Item was modified by 0 and store in Variable F3 then Log Variable F3 at Variable F2 to the workflow history list The result in workflow history list Item was modified by 1 GORLACH7 gorlach at 2011 04 30 HarePoint Com IV HarePoint Activities and Conditions 16 13 Get Random Number Get random number within the range from 0 to 100 and store in Variable RandomNumber1 This workflow action is used to get the random number from specified range Note The range of return values includes lower limit value but not higher limit value See Also Get Random String activity Parameters 0 The lower limit of the range May be negative 100 The higher limit of the range May be negative Variable RandomNumber1 Output integer variable 16 14 Get Random String Get random string 16 characters long containing alphanumeric symbols and store in Variable RandomString This workflow action is used to get the random string which contains characters from specified set By default the following set is used abcdefghijklmnopqrstuvwxyz0123456789 See Als
203. sed to copy list item from one list to another located on a different SharePoint farm Important Note the action Set Target Site Options always should be used before this action Additionally you can use Set Encrypted Passwords action and Encrypt Credentials tool to specify the credentials in secure way See Also Ser Encrypted Passwords and Set Target Site Options actions Parameters this url Full URL of the source list item this list url Full URL of the target list located on a different SharePoint farm Variable variable1 Output string variable for the URL of copied list item 10 12 Create Content Type Create a new content type on the site at current site url with this title based on this content type put into this sorting group This workflow action creates a new content type Parameters current site optional specify the URL of the site where the new content type needs to be created this title the title of the new content type based on this content type the name of the parent content type this sorting group optional the name of the group where the new content type should be placed Examples HarePoint Com IV HarePoint Activities and Conditions Step 1 Create a new site column on the site at current site url based on lt Field Type Text Name Test Text Fi CAML then Create a new content type on the site at current site url wit
204. selected list and a matching value that identifies the specific item you want from the data source Field File Type E JLE L oe 11 em Example 2 Starting a workflow on multiple list items Find item in the list at Current Item Encoded Absolute URL where item s Title begins with abc Store top 100 result urls in Variable array then Start compute discount on Variable array with default association data and store instance ID in Variable variable 17 4 Terminate Workflow Terminate workflow with this instance ID This workflow action is used to terminate running workflows started by Start Workflow action Parameters with this instance ID The ID of running workflow obtained from Start Workflow action HarePoint Com IV HarePoint Activities and Conditions 17 5 Wait Workflow To Complete Wait until workflow with this instance ID is completed and store status of the workflow in Variable variable This workflow action is used to wait until workflow started by Start Workflow action is completed Known workflow status strings are e Not Started e Failed On Start e In Progress e Error Occurred e Stopped By User e Completed e Canceled This list may be extended by custom values e g using Set Workflow Status action Parameters with this instance ID The ID of running workflow obtained from Start Workflow action Variable variable Output st
205. seseaeeas 88 7 12 Create Folder in the Document Library at Ur 89 7 13 Create Link to a DOCUMEN AER 89 7 14 Delete Folder in the Document Li arysirna enee e a EEKE aK N SEa 89 7 15 Delete Folder in the Document Library at Urt 90 7 16 Discard Check Out Iter at Url srzi oaa a E EaR E aE aE 90 7 17 Discard Publish ICEN veisiasi dade aE Ea A TEE 90 7 18 Download Documents to Folder AAA 90 7419 Get DOCUMENT le E 91 HarePoint Com Table of Contents EES 7 20 Get Entry From Folder Property Bag 91 T21 PUBLISH HEIN icerisine EENEG EES 92 7 22 Renate Documentat Url eigene Tee RASSEL canada a E 92 7 23 Save Document tO Eilen 92 7 24 Set Network File Access Auen 93 7 25 Set PDF Watermark Option Sacose eaea seeacegees suse scceeacogeeauene so ao EEan e aek 94 7 26 Set Target Site Re e EE 95 7 27 Upload Documents from Folder cccccsssccceessscesecsssceceesseeeceesaeeececsaeseceesueeeceeaaeseceesaeeeeeesaeeeeeees 95 8 EIER TE 96 8 1 Add Custom Headers To Email 96 8 2 Get E mail bropertv ri sa Pi saire dA rsr TESA e REESTR EEEE SEREA Eria EREE 97 8 3 Receive All E Mails to List from IMAP Server 97 8 4 Receive All E Mails to List from POP3 Server 98 8 5 Receive E Mail from IMAP Server 100 8 6 Receive E Mail from POP3 Server 101 8 7 Save E Mail Attachments to List Wem 102 8 8 Send E Mail with Document as Attachment 102 8 9 Send E Mail with File Attachments eeceeeeceesseceenceceeeeeseaeeeeaaeceeaeeceaeeeeaaeeeeaaeseeeeeae
206. sessaeaeceeecusseeaaeseeeeecussesssaeaeeeeeens 192 Table of Contents Hareboint Com 15 12 Send MailChimp Campaign c cccccccccssssssssecececscsssecssseeeeecesseseasaeeeeecesseeaaeeeeeesessseseaeaeeeeeens 193 15 13 Send ele ET 193 15 14 Set User s Property in Vater DEREENSE EECHER eecdseeaneceeacceccdsdessceatecs evsseseanecbeaceedeaaes 195 15 15 Subscribe to MailChimp Ust 196 15 16 Unsubscribe from MailChimp Ust 196 15 17 Update Group in El TEE 197 16 SUMIN BS eg E 197 16 1 Capture All Occurrences Of TeX xeccacecsessschecvecaces sessrdensteaceeteessoduetacadderaeseotgetaeateesaes oodectaeatdesasees 197 Mel E GE 198 16 3 COnvert HIML TO TEX scecueesatedcevshies ck saseedesyitens A Eed ateeias oieei nated ES vateet niente 199 16 4 Convert NUMBER Ter TEKU seis sa cossesssseneszvacecssdeededeenestssevanedeenpnesibivadeadetnesandreevanadebapsenssvensnciutetnedtess 199 16 5 Convert Text Case scarier rininis riris sanaan S EIEEE Eege snkceesssaneessisceeereasaedevianneeesvasnee 200 16 6 Converts Base64 to Toxt unanic a E E E 200 16 7 Converts Text to BaS O4 oiiire raa a EEA AER les 201 16 8 Decode Web TOXt ics sateussa teregedeacesaiss nessse ia a aa aa ia iaaa a aiaa sind ide 202 16 9 Encode Web TeXt ciissicdsssceceseeaesessuseesest adeceteesseststagvadeetevaueteteddussstevanceseaneslenseusescatchdessetevevcte EE 203 16 10 Evaluate Mathematical Expression 204 TG TI Extract ed Lu orci scasezcvsseseedesoccccesssnccedessecedev ene
207. sion and store result in Variable F2 Get Native Form url for list item Current Item current version and store result in Variable F3 then Log Variable F1 Variable F2 Variable F3 to the workflow history list then Approve Variable F3 item with Approved by workflow comment Result workflow history list http gorlach7 Shared Documents Forms DispForm aspx ID 214 http gorlach7 Shared Documents Forms EditForm aspx ID 214 http gorlach7 Shared Documents 2144750538 Doc064 pdf 10 29 Get List Url Get Display Form url of this list and store to Variable variable This workflow action is used to get one from seven possible URL types for a list on current SharePoint site IV HarePoint Activities and Conditions HarePoint Com e Display Form e Edit Form e New Form e Native Form e Mobile Display Form e Mobile Edit Form e Mobile New Form Note Most workflow actions are works with Native Form of URL Parameters Display Form Type of URL to return this List on current site Variable variable Output string variable 10 30 Get Workflow Task Property Get this property value from workflow task at this url and store result in variable This workflow action allows to get values of extended properties of a workflow task Parameters this property the property name Can be left blank in this case it will log the names of all available properties
208. specify the title for the group this this description specify description for the group use this access code specify the access code There are two ways to receive it e Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken 15 2 Create MailChimp Campaign Create a new MailChimp campaign from html with this subject and this body to recipient name and recipient emails list Use this api key store campaign id in Variable variable This workflow action is used to create a new MailChimp campaign Note this action only creates a campaign but doesn t send it See also Send MailChimp campaign action Parameters html plain text select if e mail body should be in HTML or Plain Text this subject the e mail subject and also campaign name on MailChimp site this body the e mail body recepient name Optional the recepient name for To field Macros are supported e E mail address EMAIL e First name FNAME IV HarePoint Activities and Conditions HarePoint Com e Last name LNAME e Unsubscribe link UNSUB e Forward to a Friend Link FORWARD e Update Profile Link UPDATE_PROFILE e MonkeyRewards Affiliate Link REWARDS recipient emails lis
209. srssssernrerrssnsrerrnrsnssrnenrnntsnssnnennnnnssssrnennnna 54 2 21 Set SharePoint Site ANONYMOUS Access 55 2 22 Set SharePoint Site Navigation Options 55 2 23 Set SITS User BODEN erste ie eet eege SE e ess 56 2 24 Set User s Photo in SharePoint 0 ceseessseceecceceecceesaeeeeaaeceeeaeeaeeesaeeeeaaeceeaaessneeesaeeeeaaeeeeaaeesaes 56 3sArrays ACTIVITIES EE 57 3 1 Add Array t m E 57 Be EEN eege Ee eelere 57 BB Create EE 57 34 Get Array MOM DEE 58 3 5 Get Array ILEMS ge In EE 58 3 6 Get Index of Array em 59 3 7 Insert Array ICQ EE 60 3 8 REMOVE Array CEM cinei e a a a aea o oaae Eie 60 3 9 Remove Array tenm atraen ene ma a e aaa iea ae aa e E aE Eae E A 61 3 10 Remove Duplicates from Array 61 A Date Time activities EE 61 4 1 Converts Date from Local Time to UI 61 4 2 Converts Date from UTC to Local Time 61 4 3 Convenes Date to L gea Eeer deeg 62 44 Eval ate De Date eao ereksi Eeer dg a ea EAE Eo EE EEEE EE NETE ee 63 A 5 G t Date Property eene dee Ee VE der 63 4 6 Get Interval Between Date 65 A 7 S t DateTime COMstatrgvecesiateciis eege E tendeet spesealatecua aneeds 65 5 Development activities c ccccccccsssssssececececeesesseaecececsceeseaeaeeeeeceseeseuaeeeeeescesseseeaesesessseeseeaeseeeesseeees 66 5 1 Execute Custom Code siiin a e EENS deet deed Ee 66 5 2 Execute PowerShell Scriptscsccecscececsssstees ee e ea Ea e eiaa ea a eae aaia 68 5 3 Exec te SQL er ln le Le EE 69 Table of Contents Hareboint Com
210. ssword pwd123 Store them with attachments into the list at Variable listUrl Store inline images in folder at Variable folderUrl EH IV HarePoint Activities and Conditions Hareboint Com 8 5 Receive E Mail from IMAP Server Receive email from this server secure connection type None login this login and password this password Store e mail sender in Variable variable1 recipient in Variable variable2 subject in Variable variable3 and HTML body in Variable variable4 This workflow action is used to receive e mail message from IMAP mail server from a default folder usually INBOX Action gets the list of messages in mailbox receives the first one and deletes the received message from mailbox Note The password will be stored as a plain text in the workflow XOML file and may be accessed by the URL like http sharepoint Workflows workflowname workflowname xoml or by SharePoint Designer See Also Save E Mail Attachments to List Item and Get E Mail Property actions Parameters this server IMAP server name or IP address By default port 143 is used you can specify port with colon like mail company com 1430 type None Secure connection type Available values None SSL Note that IMAP server with SSL usually listen for incoming connections at port 993 this login User name for the IMAP server this password Password for the IMAP server Variable variable1 Sender address of received
211. st item Current Item and store result in Variable F2 Get Native Form url for list item Current Item and store result in Variable F3 then Log Variable F1 Variable F2 Variable F3 to the workflow history list then Approve Variable F3 item with Approved by workflow comment Result workflow history list http gorlach7 Shared Documents Forms DispForm aspx ID 214 http gorlach7 Shared Documents Forms EditForm aspx ID 214 http gorlach7 Shared Documents 2144750538 Doc064 pdf 10 4 Build String from List Build string using this template and delimiter from list items at this list url by this CAML query Store result in Variable variable This workflow action is used to build string variable using values of specified fields of multiple list items Parameters this template String containing one or more macros in format lt FieldName gt Where FieldName is a display name or internal name of list column For example Item lt Title gt was created at lt Created gt delimiter Optional Delimiter between strings built from template for each list item By default new line line feed IV HarePoint Activities and Conditions Hareboint Com this list url Full URL of SharePoint list this CAML query String with the CAML query Variable variable Output string variable Examples Build string using Item lt Title gt was created at lt Creat an
212. store result in Variable Html then Create document from Variable Html in http gorlach7 Shared 20Documents Rates Html Overwrite existing document HarePoint Com IV HarePoint Activities and Conditions This sample takes XML document with currency conversion rates from European Central Bank and generates HTML document with currency rates in document library For a sample of XML document please see the examples section of Query XML workflow action overview Full text of XSLT template for this sample lt xsl stylesheet version 1 0 xmlns xsl http www w3 org 1999 XSL Transform xmIns gesmes http www gesmes org xml 2002 08 01 xmlIns cubes http www ecb int vocabulary 2002 08 01 eurofxref gt lt xsl template match gt lt html gt lt body gt lt h2 gt lt xsl value of select gesmes name gt lt xsl value of select cubes Cube time gt lt h2 gt lt table border 1 gt lt tr bgcolor 9acd32 gt lt th gt Currency lt th gt lt th gt Rate lt th gt lt tr gt lt xsl for each select cubes Cube cubes Cube cubes Cube gt lt tr gt lt td gt lt xsl value of select currency gt lt td gt lt td gt lt xsl value of select rate gt lt td gt lt tr gt lt xsl for each gt lt table gt lt body gt IV HarePoint Activities and Conditions Hareboint Com lt html gt lt xsl template gt lt xsl stylesheet gt Example of output HTML document European Central
213. t the name of the recepient e mails list from MailChimp site This list contains e mails of the recipients for this campaign this api key the authorization key See http kb mailchimp com accounts management about api keys store campaign id in Variable variable specify the variable where an ID for this campaign will be stored 15 3 Create User in Yammer Create user in Yammer with this e mail this full name this job title this department use this access code This workflow action creates a new user in Yammer network with specified parameters Parameters this e mail specify the e mail address for the new user this full name specify the full name for the new user this job title specify the job title for the new user this department specify the department for the new user use this access code specify the access code There are two ways to receive it e Using Social Authorize Tool from Client Components of HarePoint Workflow Extensions use Installer to install Client Components e Using the following link http auth mapilab com Yammer RequestToken HarePoint Com IV HarePoint Activities and Conditions 15 4 Delete MailChimp Campaign Delete this MailChimp campaign permanently Use this api key This workflow action is used to delete MailChimp campaign permanently Important note the deleted campaign cannot be restored Parameters
214. t can be generated using the command line utility openssl openssl gensra out privatekey pem 1024 more details here http developer xero com documentation advanced docs public private keypair Step 2 Obtain consumer key and consumer secret here https app xero com Application List Step 3 Set up a workflow this is the example to create a new Contact e Set xero com OAuth authentication Use LLWHHD7WS505 key PRNCI5KNCHU76NSP secret sign request with RSA SHA1 MIICWwIBIljichPkmJKwcOL request token at this url get access token at this url e then Send HTTP OAuth request to https api xero com api xro 2 0 cont using PUT method with these headers and lt Contact gt lt Name gt ABCDEFG lt Name gt lt F request Store response in Variable variable e then Log Variable variable to the workflow history list Comments for workflow action 1 e The consumer key and consumer secret from Step 2 are used in this action in respective parameters e The base64 encoded private key from Step 1 is used in the additional parameter after RSA SHA1 Comments for workflow action 2 According to the xero com API documentation the parameters are filled as follows e request URL is https api xero com api xro 2 0 Contacts e HTTP method that is used is PUT HarePoint Com IV HarePoint Activities and Conditions e request body is lt Contact gt lt Name gt ABCDEFG lt Name gt lt FirstName gt John lt FirstName gt lt LastName gt Smi
215. t in Variable variable2 number of records in Variable affectedRecords then Execute SELECT TOP 1 ModifiedAt UserName FROM Sheet1 WHERE FileName Current Item Name ORDER BY ModifiedAt using DSN FileDb for ODBC database and store result in Variable variable3 number of records in Variable affectedRows EH IV HarePoint Activities and Conditions Hareboint Com then Get item at 0 index from Variable variable3 and store in Variable FirstWod If Variable FirstWod not equals Current Item Modified Get item at 1 index from Variable variable3 and store in Variable FirstModificationBy then Log This document was first time created by Variable FirstModificationBy at Variable FirstMod to the workflow history list This sample uses a simple Excel file with the structure shown below as the database A B E ModifiedAt FileName UserName 6 30 2011 3 53 20 PM_ 2011 06 04 15 48 35 Sasha IMG_7591 GORLACH7 gorlach 7 1 2011 12 07 04 PM 2011 06 04 15 47 33 Sasha IMG_7588 GORLACH7 gorlach 7 1 2011 12 09 04 PM 2011 06 04 15 47 57 Sasha IMG_7590 GORLACH7 gorlach 7 1 2011 12 09 51 PM 2011 06 04 15 47 54 Sasha IMG_7589 GORLACH7 gorlach 7 1 2011 12 11 57 PM 2011 06 04 15 48 35 Sasha IMG_7591 GORLACH7 gorlach 7 1 2011 12 13 50 PM 2011 06 04 15 48 37 Sasha IMG_7592 GORLACH7 gorlach 7 1 2011 12 14 41 PM 2011 06 04 15 47 21 Sasha IMG_7586 GORLACH7 gorlach 7 1 2011 12 16 06 PM 2011 06 05 15 53 43 Sasha IMG_
216. t variable to store result Note The type of output variable should match with the type of result E g attempt to store Date Time result to Number variable will cause an exception 10 6 Copy InfoPath Attachments to Document Library Copy Info Path attachment specified by XPATH of list item at this url to document library at specified url Overwrite existing items Store copied item url in Variable variable This workflow action is used to copy InfoPath attachments of specified list item to document library Parameters specified by XPATH XPath query string See examples section for details this url Full URL of list item specified url Full URL of target document library HarePoint Com IV HarePoint Activities and Conditions Overwrite If the document library alrady contains file with the same name you can choose to Overwrite it or to skip this file Do not overwrite Variable variable Full URL of the new attachment Examples Copy Info Path attachment dfs myFields dfs dataFields my SharePointListltem_RW my Attachments of list item at Variable listltemUrl to document library at Variable docLibUrl Overwrite existing items Store copied item url in Variable variable You can combine multiple XPath queries using vertical bar sign e g my myFields my MoreAttachments my myFields my AttachFile You can retrieve XPath string using Microsoft InfoPath Designer
217. tant manager display name Variable variable2 Output boolean variable true indicates that user not manager or display name was found in Active Directory 1 17 Get User s Multivalued Attribute from Active Directory Get multi valued attribute this attribute of current user from Active Directory Store attribute value in Variable ArrayVariable success of the searching in Variable variable This workflow action is used to get multi valued attribute of specified Active Directory user Note This action returns array variable You can use Get Array Items Count Get Array Item or Join Text actions to get items from output array See Also Get User s Attribute from Active Directory action Parameters this attribute Name of attribute current user User logon name like DOMAIN Account or current user by default Variable ArrayVariable Output array variable with attribute values Variable variable Output boolean variable indicates that user was found in Active Directory 1 18 Is User a Member of an Active Directory Group HarePoint If current user is a member of Active Directory group this group use this user and this password to connect Active Directory This condition returns true if specified user is the member of specified Active Directory group IV HarePoint Activities and Conditions HarePoint Com You can specify optional credentials for Active Directo
218. te collection Parameters this feature Feature GUID or name as it displayed at Site Settings Manage site features or at Site Collection Administration Site collection features this url Full site URL Yes No Yes to force deactivation of the feature even if there are errors otherwise No 2 9 Delete SharePoint Group Delete specified group from this site url This workflow action is used to delete SharePoint groups from specified site Parameters specified Name of group site url Full URL of a site 2 10 Delete SharePoint Site Delete site at this url This action allows you to delete site anywhere within the SharePoint environment Parameters this url Full URL of site to delete 2 11 Delete Site Collection Delete site collection at this url This workflow action is used to delete site collection HarePoint Com IV HarePoint Activities and Conditions Note May need to place this action into Impersonation Step Otherwise action will be executed under context of the user who started the workflow Parameters this url Full URL to site collection 2 12 Get Multiple Site Users Property Get Custom specified property for these users from user info list and store result in Variable array This workflow action gets the value of the specified property for all specified users and saves it to variable ar
219. ters all File masks separated by semicolon Leave this field empty to save all attachments this mime String with the message mime body this url Full URL of list item Variable array Array of the saved attachment names Examples Save jpg png attachments from Variable mimeBody body to list item at Variable itemUrl Store names of saved attachments to Variable array 8 8 Send E Mail with Document as Attachment Send e mail to this address with Normal importance blind carbon copy to this address display this address as sender and include document this document as attachment in the e mail This workflow action is used to send e mail with the document from document library as attachment By default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters HarePoint Com IV HarePoint Activities and Conditions e mail to this address Click here to specify message recipients carbon copy recipients message subject and body Normal E mail importance Available options Normal Low High blind carbon copy to this address Blind carbon copy recipients maybe blank this address as sender Sender address If this value is not specified then value from farm settings for outgoing emails will be used this document Item from document library For example Current
220. th lt LastName gt lt EmailAddress gt john smith gmail com lt EmailAddress gt lt Addresses gt lt Address gt lt AddressType gt POBOX lt AddressType gt lt AddressLine1 gt P O Box 123 lt AddressLine1 gt lt City gt Wellington lt City gt lt PostalCode gt 6011 lt PostalCode gt lt Address gt lt Addresses gt lt BankAccountDetails gt 01 0123 0123456 00 lt BankAccountDetails gt lt TaxNumber gt 12 345 678 lt TaxNumber gt lt AccountsReceivableTaxType gt OUTPUT lt AccountsReceivableTaxType gt lt AccountsPayableTaxType gt INPUT lt AccountsPayableTaxType gt lt DefaultCurrency gt NZD lt DefaultCurrency gt lt Contact gt 11 8 Send HTTP POST Request Send HTTP request to this url using POST method with this headers and this request Store response in Variable variable and status code in Variable variable2 This workflow action is used to send HTTP POST request Note In order to specify HTTP request credentials add the Set HTTP Request Options activity to the same workflow step first Parameters this url Target URL this headers Additional request headers each on new line For example Accept Language fr this request The body of the request For example name john amp age 23 IV HarePoint Activities and Conditions Hareboint Com Variable variable1 Output string variable to receive remote server response usually contains requested web page body Variable
221. then Add Word Document content type to list at Current Item Encoded Absolute URL CAML lt Field Type Text Name Test_Text_Field DisplayName Test Text Field gt 10 17 Delete All List Items Delete all list items in current list Store number of deleted items in Variable variable This workflow action is used to delete list items of current list The first parameter of this action contains multi line string with list items filter in one from four available formats 1 Default empty string means all items 2 List of GUIDs of list items each line contains one GUID value of GUID property of list item 3 List of case insensitive masks with and wildcards for names of list items or list items names value of Name property of list item Each line contains one mask or name 4 Filter in the CAML Collaborative Application Markup Language Query format see below CAML format is a bit complicated but very flexible It is based on XML The example of correct CAML filter it is a body of CAML Query element lt Where gt lt And gt lt Eq gt lt FieldRef Name FirstName gt IV HarePoint Activities and Conditions Hareboint Com lt Value Type Text gt Alexey lt Value gt lt Eq gt lt Contains gt lt FieldRef Name Email gt lt Value Type Text gt gmail com lt Value gt lt Contains gt lt And gt lt Where gt Note that you should use internal names of fields in t
222. tput to Variable EuroUsdCorrected then Update Variable XmI update node value using XPath Cube currency USD rate with Variable EuroUsdCorrected store result in Variable NewXml then Transform Variable NewXmI using XSLT lt xsl stylesheet version 1 0 xmins xsl and store result in Variable Html then Create document from Variable Html in http gorlach7 Shared 20Documents Rates Html Overwrite existing document This sample takes XML document with currency conversion rates from European Central Bank increases EUR USD conversion rate by 10 and generates HTML document with currency rates in document library Note that type of EuroUsdNumber variable is Number For the full text of XSLT template and example of output HTML see examples section of Transform XML activity overview For the sample of source XML document see examples section of Query XML activity overview 2 Append child node sample Send HTTP request to http www ecb int stats eurofxref eurofxref daily xml using GET method with this headers Store response in Variable Xml and status code in Variable Code then Update Variable XmI append child node value using XPath Cube Cube currency USD with lt Cube currency EUR rate 1 0000 gt store result in Variable NewXml IV HarePoint Activities and Conditions HarePoint com then Transform Variable NewXml using XSLT lt xsl stylesheet version 1 0 xmins xsl and st
223. up Owner Who can edit the membership of the group Available values Group Owner Group Members 2 6 Create SharePoint Site Create new site with specified title at this url using this template and this description use unique permissions No Store result in Variable wasCreated This action allows you to create new site anywhere within the SharePoint environment You don t need to check in advance if the site exists the action will check it automatically see description for Variable wasCreated Parameters specified Title of new site this url Full URL for new site this template Template for the new site It might be name of site template e g Team Site Blank Site Blog and etc Either it might be ID of site template e g STSHO STS 1 and so on this description New site description HarePoint Com IV HarePoint Activities and Conditions Ea No By default new site inherits permissions from parent Site or Site Collection or unique permissions can be created If you select No one set of user permissions is shared by both sites Consequently you cannot change user permissions on your new site unless you are an administrator of this parent site Variable wasCreated equals True if the site didn t exist and was created equals False if the site already existed no exception is thrown in this case 2 7 Create Site Collection Create new site collection with specif
224. utput integer variable to store result 1 means that item is not found Examples Create String array with John Mark Alex items and store in Variable array1 then Create String array with Jane Kate Olga items and store in Variable array2 then Insert Variable array2 into Variable array1 at 1 index then Get index of Mark item in Variable array1 and store in Variable index then Log Variable index to the workflow history list Result in workflow history list 4 IV HarePoint Activities and Conditions HarePoint Com 3 7 Insert Array Item Insert array item into array variable at O index This workflow action is used to insert new item to specified position of array variable Or to insert source array specified in the first parameter to the specified position of target array specified in second parameter Parameters item New item or source array to insert array variable Target array variable 0 Zero based array index Examples Create String array with John Mark Alex items and store in Variable array1 then Create String array with Jane Kate Olga items and store in Variable array2 then Insert Variable array2 into Variable array1 at 1 index then Get index of Mark item in Variable array1 and store in Variable index then Log Variable index to the workflow history list Result in workflow history list 4 3 8 Remove Array Item Remove item from the array variable
225. ve Array Item WD oN DY PF WY DY FP Remove Array Item at KA CH Remove Duplicates from Array LA LA Converts Date from Local Time to UTC KA N Converts Date from UTC to Local Time KA Lu Converts Date to Text LA P Evaluate Due Date e UI Get Date Property KA eu Get Interval Between Dates ray N Set DateTime Constant pa DO Capture All Occurrences of Text KA No Capture Text N CH Convert HTML To Text N KA Convert Number To Text N N Convert Text Case N LA Converts Base64 to Text N CG Converts Text to Base64 N uo Decode Web Text 26 Encode Web Text Appendix A List of activities from Free Set HarePoint com 27 28 29 30 31 32 33 34 35 36 37 Evaluate Mathematical Expression Extract Substring Format Field of Current Item Get Random Number Get Random String Is Value Matches Regular Expression HarePoint Join Text Replace Text Set Regular Expression Options Split Text Trim Text HarePoint Com Appendix A List of activities from Free Set
226. vities Strings gt lt RuleDesigner Sentence Format 1 field with 2 and store in 3 gt lt FieldBind Field Input DesignerType FieldNames Text this Id 1 gt lt FieldBind Field Format DesignerType TextArea Text this format Id 2 gt lt FieldBind Field OutputText DesignerType ParameterNames Text FormattedText Id 3 gt lt RuleDesigner gt lt Parameters gt lt Parameter Name _ Context Type Microsoft Sharepoint WorkflowActions WorkflowContext Microsoft SharePoint WorkflowActions Direction In gt lt Parameter Name _ListId Type System String mscorlib Direction In gt lt Parameter Name __ListItem Type System Int32 mscorlib Direction In gt lt Parameter Name Input Type System String mscorlib Direction In Description Field name of current item gt lt Parameter Name Format Type System String mscorlib Direction In Description Format string gt lt Parameter Name OutputText Type System String mscorlib Direction Out Description Output text gt lt Parameters gt lt Action gt After IIS is restarted there ll be no activity in the list of activities available in SharePoint Designer for all sites on the server Ill Product Overview HarePoint com IV HarePoint Activities and Conditions This section contains manual on activities and conditions of the product How the action is initially displayed in a workflow step appears in SharePoint Designer upon a
227. w into Repeating content control of Current Item document An article with detailed example can be found here http www harepoint com Products HarePointWorkflowExtensions Example Repeating Content Workflow aspx 12 4 Find Text in Word Document Find this text in this docx document match case no Store result in Variable variable This workflow action is used to check presence of specified substring at Microsoft Word document In this version only DOCX documents are supported Note Word Automation Services are not required for this workflow action Parameters this text Input string to find in Word document this Reference to document e g Current Item no Is the search case sensitive Variable variable Output boolean variable 12 5 Get Cell Value Get value of this cell of specified sheet in this document and store in Variable CellValue This workflow action is used to get cell value at Microsoft Excel document at SharePoint server Note This workflow action requires Excel Services installed on the server Parameters this Cell address e g A1 specified Name of the sheet e g Sheet this Reference to XLS or XLSX document e g Current Item IV HarePoint Activities and Conditions Hareboint Com Variable CellValue Output string variable 12 6 Get Office Document Property Get this property of this office document and sto
228. wVariable string variableName void SetWorkflowVariable string variableName object value void LogComment string comment ActivityExecutionContext ExecutionContext get See examples section below Note This workflow action is not safe If you need to disable it due to security reasons see article How to disable certain HarePoint activities in Section III of this Manual Parameters HarePoint Com IV HarePoint Activities and Conditions e this code C or VB NET code see examples below Use using CH keyword or Imports VB NET statement to get access to additional namespaces The following namespaces are already available in the code System Microsoft SharePoint System Workflow ComponentModel C Choose of two available languages C or VB NET these referenced assemblies Optional multi line string with assemblies Each line should contain a single file name References to the following assemblies already exist even when this parameter is empty System dll System Data dll System Xml dll System Workflow Activities dll System Workflow ComponentModel dll Microsoft Sharepoint WorkflowActions dll Microsoft SharePoint dll HarePoint Activities dll It is possible to specify assemblies from Global Assembly Cache It is recommended to use a full name Multiplier35 Version 1 0 0 0 Culture neutral PublickKeyToken 83a9124cb39a6085 but shorter names are also allowed Multiplier35 or Multiplier35
229. y Scope Process Get ExecutionPolicy Scope CurrentUser Get ExecutionPolicy Scope LocalMachine Get ExecutionPolicy 5 3 Execute SQL Command Execute this SQL command using specified connection string for MS SQL database and store result in Variable variable number of records in Variable recordsAffected This workflow action is used to execute SQL command on Microsoft SQL Server Oracle ODBC or OLE DB data sources For SQL language reference see your DMBS documentation Parameters this SQL command String expression or variable with vaild SQL command specified connection string Database connection string See your DMBS documentation for connection string format MS SQL Type of database MS SQL ODBC OLE DB or Oracle Variable variable Output array variable for retrieved records If only one record was retrieved by SELECT command value of recordsAffected is 1 then this array contains the record If more than one record was retrieved by SELECT command value of recordsAffected is 2 or greater then this array contains values of the first column of recordset Variable recordsAffected Output integer variable with the number of records affected by command execution Examples Execute INSERT INTO Sheet1 ModifiedAt FileName UserName VALUES Current Item Modified Current Item Name Current Item ModifiedBy using DSN FileDb for ODBC database and store resul
230. y default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters this address specify recipient s e mail address HarePoint Com IV HarePoint Activities and Conditions Normal importance specify importance level Available levels Normal High Low blind carbon copy to this address optional specify blind carbon copy recipient s address this address as sender specify e mail address that will appear as e mail sender address InfoPath form at this url specify the URL of the InfoPath form to be sent 8 13 Send E Mail with List Item Attachments Send e mail to this address with Normal importance blind carbon copy to this address use this address as sender and include all files attached to this item to attachments of e mail This workflow action is used to send e mail with attachments of list item For example you can send attachments of Task or Calendar item with this action By default farm settings for outgoing emails Central Administration Outgoing E Mail Settings will be used See Also Set SMTP Server Options action Parameters e mail to this address Click here to specify message recipients carbon copy recipients message subject and body Normal E mail importance Available options Normal Low High blind carbon copy to this address Blind carbon
231. y number of servers and product functionality 2 Free License This license provides free use of the product in the organization s environment without limitation by number of servers usage time but with limited set of activities a set of free activities only see Appendix A 3 Limited License This license is purchased for a number of SharePoint servers and allows using product in the organization s environment without limitation by usage time however with limited set of available activities only the set of free activities and any five paid activities at your choice 4 Full License This license is purchased for a EE EE number of SharePoint servers and allows using ma the product in the organization s environment without limitation by usage time and any limitation of available activities You have entered the limited license key s You need to specify five activities you plan to use and redeploy the solution in order to changes take effect After the first installation of the product on SharePoint Change Permissions Inheritance for List Item X server it will automatically start operating under Trial E Create Group in Active Directory e License At the same time all the activities supplied with i Get User s Attribute from Active Directory E the products are available S z Conditions a After expiration of the Trial License the product will Is Current Item Checked Out Is Role Assigned to User conti

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