Rules of Infopath in SharePoint Designer

I was working with Calendar lists and wanted to apply customizations of Infopath but infopath cannot be aplied to a calendar list.
I was wondering, if we could have rules(formload, validation, formating, action, form submit) kind of actions in Sharepoint designer.
How do i go about achiveing that in SharePoint Designer.
tnx

Hi explore, have you considered making a custom list, setting it up with the same type of columns as a calendar list, customize the form in InfoPath and then create a calendar view?
cameron rautmann

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Need to use sharepoint designer 2013 or use Infopath 2013 directly

I created a custom list on a test Sharepoint 2013 website. My intent is to edit this custom list in Infopath 2013 so I can make custom modifications to the form. I am trying to determine if there is a point of placing the custom list in SharePoint
Designer 2013 before I place the custom list in Infopath 2013 so I can create a custom form.
when I run the custom list from the test Sharepoint 2013 website, there are a default 'save' and 'cancel' buttons. However when I access the custom list next in sharepoint designer 2013, there are the original 'save' and 'cancel' buttons on the top of the
form and there are the 'save' and 'cancel' buttons at the bottom of the form.
Thus can you tell me if there is a reason to place the custom list in sharepoint designer 2013 and what the reason is? Do I need the default forms of displayform, editform, and updateform? If so, I only want one set of 'cancel/save' buttons on the
form. Thus can you tell me how to keep only one set of save and cancel buttons to be displayed on the form?
If I do not need SharePoint designer 2013, should I just go head and create the form needed in Infopath 2013?

Hi Wendy,
Based on you description, my understanding is that you want to custom your list form, and you want to keep only one set of 'cancel/save' buttons on the form.
It is by default that there will be two set of 'cancel/save' buttons on the form after changing Form with SharePoint Designer.
I suggest you custom your list form with InfoPath.
Although it is by default that “Save” and “Cancel” Buttons disappeared after changing Form with InfoPath.
You can Create Submit Button in an InfoPath Form .
http://community.office365.com/en-us/b/office_365_community_blog/archive/2013/05/21/infopath-save-and-new-button-grid-user-post.aspx
You can Create cancel Button in an InfoPath Form. Adding a button with a rule of closing the form when clicking.
Best Regards,
Lisa Chen
Forum Support
Please remember to mark the replies as answers if they
help and unmark them if they provide no help. If you have
feedback for TechNet Subscriber Support, contact
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Lisa Chen
TechNet Community Support

Add button to SharePoint 2013 form with InfoPath and/or SharePoint designer

Since I am new to working with Sharepoint 2013, I have the following questions to ask you about Infopath 2013 and possibly SharePoint Desinger 2013:
1. Yesterday I created a custom list in my 'test area of SharePoint' and opened the list in Infopath 2013 to see what the form would look like. Now I have alot more columns and edits to add to the list. I am planning to add more columns to the list when
I am in my 'test area' and then make cosmetic changes to the form using Infopath 2013. I am thinking that if I continue this way, I may lose some ediut changes I have made using Infopath 2013. Thus can you tell me the best way to add more columns to the list
and/or modify the existing columns and not lose the edit changes that I made using Infopath 2013?
2. The infopath 2013 form does not contain any buttons to click. I need a button to show up for every user to click so that a workflow can be started. Do I need some kind of a task list(action)? Thus can you tell me how to add this type of a button to the
form?

Wendy, Please go through this video from
channel 9 (http://channel9.msdn.com/Blogs/NickDallett/InfoPath-2010-Customize-a-SharePoint-List-Form) which will uilding froom explain similar form building from scratch.
As per Peter's replay yes you can update form even after add columns in list and you can add extar control like button to your infopath form.
Workflows are usually started when creating or updating an item inside a SharePoint document library.
Open the workflow in SharePoint Designer and under "Start Options' on the workflow's home page, remove the check from "Start workflow manually...". Be sure the check either "Start on create..." or "Start on change...". In
your case I think you would use "Start on create...".
Hope these inputs will help
Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

Unable to download exe files after unblocking, 404 error. handler mappings execute change prevent infopath, export to excel, and sharepoint designer from working.

I removed .exe from the block list, checked MIME types, all ok,
I followed this solution: http://social.technet.microsoft.com/Forums/en-US/sharepoint2010setup/thread/b380a13e-a15f-4e32-98cd-12747538ad20?prof=required
( go into IIS (I am assuming IIS 7.0) and select the particular web site and click
handler mappings and Edit feature permissions and
uncheck the Execute box .)
It works, I can now open exe files. But it causes other major troubles so far:
-Cannot Export Lists to Excel
-Cannot Publish and Save InfoPath forms
-Cannot edit subsites in SharePoint Designer.
Does anybody have another solution that won't disable other features? What is the best way to do it? I have SolidWorks Edrawings in .exe that needs to be accessible.
Thank you.
Guillaume Gagnon, MCP Senior System Administrator Forensic Technology WAI Inc.

Hi Guillaume,
As you know, if we remove the Execute permission for handle mappings, we will be able to download .exe file from SharePoint server. But as you said, this will cause other issues.
The another solution to allow to download .exe file is remove the CGI-exe handle mapping from the handle mappings directly. You may need to restart Internet Information Server(IIS). After that, we will be able to download .exe file directly.
Open the IIS manager
Select the site from the "Sites" tree
Double-click "Handle Mappings"
Right-click "CGI-exe", and then click "Remove"
Thanks,
Jin Chen
Jin Chen - MSFT

Sharepoint list: ribbon - open "edit in infopath" and "edit list in sharepoint designer" didn't work

Hello,
when I try to open the infopath form (or design the list with sharepoint designer) and therefore click on the button in the ribbon, nothing happens. I can open sharepoint designer (programs) and then paste the link to the desired website, and also make changes
that way. But not open from the ribbon of the list.
Has anyone had the same troubles and know a solution? I use IE 11 and Office 365. I tested with a new list, added with the "list app". And of course I am administrator and owner of the list.
Thank you for any ideas,
Erich von Maurnböck

Hi,
I suggest you debug your code, then provide error messages for further troubleshooting.
Or you can provide your code for us to reproduce the issue.
Best Regards
Dennis Guo
TechNet Community Support

Migrate the SharePoint 2007 Site containing SharePoint Designer Workflows with Infopath forms to SharePoint 2013

Hi,
We have a requirement to migrate the SharePoint 2007 Site containing SharePoint Designer Workflows with Info path forms to SharePoint 2013.
Can somebody please guide us as to what could be the best approach to go ahead?
Thanks in advance.
Regards,
Vijay

Use STSADM
backup and
restore to migrate SharePoint 2007 site
containing SharePoint Designer Workflows with Info path forms to SharePoint 2013.

Need to update the list item in the same sharepoint list with particular condition with Sharepoint Designer 2013.

Hi All
I have one sharepoint list with huge data i.e with 20columns and more than 200 records with the fields .
Suppose lets consider there are A,B,C,D,E,F,G,H columns.
Now i want to create one form with the fields A,C,E.
When the user enter the existing data of list for columns A,C..based on C value the E column value should change and update that particular item in the list.
Please guide me without visual web part can we acheive this by Sharepoint designer 2013 or what would be the preferable solution.
Please help me on this as it is very urgent from me..
Thanks in Advance
Sowjanya G

Hi,
According to your post, my understanding is that you wanted to update the list item in the same sharepoint list with particular condition with Sharepoint Designer 2013.
I recommend to create workflow associated to the list and then start the workflow automatically when an item is changed.
In the workflow, you can add condition and actions as below:
If current item: C equal to Test1
Set E to Test2
Then the value of the filed E will be changed based on the value of the filed C.
In addition, if you create the form using InfoPath, you can add rule to the filed C as below:
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Remove the last task of the stand approval process workflow in SharePoint Designer

Hello,
I am building a workflow in SharePoint Designer. I have added the standard approval process that comes stock in SharePoint. I also have the approval set up to handle change requests. This is where my issue is. A user can eather approve
a document or request changes(according to some limitations i have in place on the InfoPath form). If they approve, the workflow is complete. If they request a change, a request change task gets assigned to another user. This other user then
completes their review and submits their response. this then kicks off the approval process again to the original user to approve.
1. User A recieves approval form - requests a change
2. User B recieves Form - submits that changes have been made
3. User A recieves another approval form - then can approve
I am looking for a way to eliminate step number 3. I want User B to be able to complete the approval when he submits the changes. I tried copying and pasting the approve button from the default infopath view onto the view that UserB
sees, which has a data submit action when the button is clicked. This did not work.
Any ideas would help

Hi,
According to your post, my understanding is that you wanted to add a “request a change” button in the Task Form.
If you can cutomize the task form, I recommend to add button directly and then add conditions and rules to the button.
After you add the “request a change” button, the workflow is similar to the
Multiple Approval Workflow.
Here is a great blog for your reference:
Implementing Workflow using InfoPath 2010 and SharePoint designer 2010
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Customize Approval Form to add custom fields using SharePoint Designer

Hi,
i have a created a Custom approval workflow using SharePoint Designer 2010. This is two steps approval WF, All i did put the variable "CancelonRejection" Value "Yes" and one Approval action with 2 different users as Serial. Right now
Status, Requested by, Consolidated comments and comment fields are available on the approval form. Now i want to add some fields with radio buttons on Approval Form, so that 1st approver can select those radio/check box. Once 1st approver will approved this
then display all the values on 2nd approver approval from or send email to 2nd approver along with all the information from 1st approver.
Thanks in advanced!

Hi,
According to your post, my understanding is that you wanted to customize Approval Form to add custom fields using SharePoint Designer.
In the SharePoint Designer, you can customize the task form.
Here is a great article for your reference:
Creating Custom Workflow Task Approval Forms with SharePoint Designer 2010
However, every task can only have one task form.
That is to say, the two approvors will have the same task form.
As a workaround, I recommend to customzie the task form using InfoPath.
You can create different view for the approvors.
You need to add form load rules to swich views based on the approvors.
More information:
Using Multiple Views in Customized List Forms
Add, delete, and switch views (pages) in a form - InfoPath
Best Regards,
Linda Li
Linda Li
TechNet Community Support

"The root activity type is invalid" while importing a xoml generated by sharepoint designer in visual studio

I am facing a problem with Visual Studio. Following what I did:
Copy and modify a workflow in sharepoint designer 2013
Import the generated files (xoml, rules, config) in a Visual Studio 2012 module
Build
I cannot build nor package the solution, getting the "The root activity type is invalid" error.
I read a lot of forum but I didn't figure out how to solve the issue.
Any help is really appreciated.
Dario

Hi Dario,
According to your description, my understanding is that you got an error when you imported SharePoint Designer reusable workflow into Visual Studio 2012.
Please check your process per the article below, compare the result.
http://msdn.microsoft.com/en-us/library/ee231580(v=vs.110).aspx
If this issue still exists, please feel free to let me know.
Best Regards,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support

How to see/use Target Audience column in SharePoint Designer Workflow (SharePoint 2013 Online, Designer Workflow)

Hello,
I'm attempting to use use the Target Audiences field in a SPD 2013 workflow, in this case just attempting to log the value to history for testing purposes. This is failing saying the column does not exist.
I enabled Audience Targeting on the list then create a simple workflow to log the value to history when the item changes.
I change an item and the workflow starts, but when it gets to any action looking at "Current Item:Target Audiences" it stops and says:
HTTP BadRequest to <site url>/_api/web/lists(guid'XXXXXXXX')/Items(4)?%24select=ID%2CTarget_x0020_Audiences
The field or property 'Target_x0020_Audiences' does not exist.
But it does. It is listed in the list setting and enabled for the content type.
I ran the listed API through an API program and sure enough, Target Audience is not listed in the results object.
I'm 99% sure I've enabled this and that the field is present and the workflow is valid. I ran the same situation on two lists to ensure it wasn't a hiccup, same results.
Is this a know issue? I couldn't find anything obvious online saying you cannot see this field via workflow, most of what i found said this would work.
Thanks an advance for any input.

Thanks so much Lisa, for the clarification.
I understand what you have explained, and have seen several similar explanations that have lead to my confusion. Can you elaborate a bit, maybe for the sake of future information seekers?
I understand that audiences can be defined using the rules operations in Central Admin, but it seems another standard function is to just directly assign existing SharePoint groups. I think this is what you mean above, but this is also the point of
my misunderstanding.
In this particular setup I have only used existing SharePoint groups with no audiences defined in Central Admin. List Item A has a target audience of SharePoint group X, just that simple of a setup.
Assuming the above is valid, I would then like to see or alter the groups via SPD workflow.
Based on the following posts, I was under the impression this may be possible (but obviously not fully clear and thus I posted this):
https://social.msdn.microsoft.com/Forums/sharepoint/en-US/5eb984ba-55a3-4da7-a904-c34b2fece84c/how-do-i-set-the-target-audience-using-sharepoint-designer-workflow
http://www.sharepoint-tips.com/2011/01/setting-target-audiences-with-code.html
(sorry about lack of links, my account must still require verification)
So in SPD, I set a simple action such as "Log Current Item:Target Audience to history" (note the I am able to select target audience in SPD like any other field with no errors). At this point I am assuming everything is valid as SPD is treating
the field like any other string field. When executed the error in the above post comes up.
So to confirm your explanation, this is not supported? Even though the field is available for selection by design, it is not capable of use and known to produce errors in all cases of its use? The first post above is 100% wrong and you cannot
use SPD to set/view the target audience field? The second post is also wrong as it seems to present the fields as available for alteration using string concatenation?
If in fact the field is present by design, but also impossible to use by design, is this potentially a bug as the field is not supposed to be available if it will always produce the error when used with no error in SPD during compile?
Thank you again for the reply and I hope we might be able to provide a rock solid answer to this for future seekers.

How can I capture the name of the person running a SharePoint Designer workflow?

I have an InfoPath form that requires the signature of several approvers. To save time the approvers don't actually go into the form to approve. Instead they get an email that contains data from the form that pertains to them. They click
on a link and start the approval workflow which needs to capture who they are in order to display it as the signature in the form.
...so the questions are...
How do I get a SharePoint Designer to capture the name of the person running it and write it to a column in the Form Library so that the form can capture it?
I've been trying to use Modified By, assuming it captures the name of the person who last ran the workflow (modified the item); but this doesn't seem to work. It captures the name of the person who modified the form before running the workflow, not
after.
Any help would be greatly appreciated. Thanks for taking the time to read this!!

the below links may help you !
http://claytoncobb.wordpress.com/2009/06/21/userprofileservice-extended/
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/64fa2f61-0ff0-4076-810d-fdf209efa551/can-the-from-in-workflow-email-be-set-to-the-person-logged-in?forum=sharepointcustomizationlegacy
Sivabalan

SharePoint 2010 - Lookup Columns in a SharePoint Designer Workflow (form initiation)

SharePoint 2010
I have a list L1 that start a workflow WF
Intiation form of WF :
I want change column Person/group TO column with checkbox lookup from another list
L2 which contains some users
Solution needed ? How to do that with Sharepoint Designer Or/And Infopath

One way is as you mentioned try the below link
http://xblogs.kompas-xnet.si/post/SharePoint-Designer-2013-Crashing-when-using-select-peoplegroups-from-SharePoint-site.aspx
Instead of setting people picker's Return field as "As String" could you please try setting the return field as Email Address
Destin -MCPD: SharePoint Developer 2010, MCTS:SharePoint 2007 Application Development

Sharepoint Designer Workflow - Edit this task button not showing in outlook for some users.

Hello all,
I have created a "collect data from user" workflow in Sharepoint Designer, with around 9 "else" instances as to who to collect data from. My problem is that some users do not have the "Edit this task" button at the top of the email (Nor do they have the
"create rule.." button). They DO have the enabled hyperlink in the body of the email, which brings them to a screen where they can view the details of the task, then edit it by clicking on "Edit".
My users who have the button at the top of the email are having a much more simplified experience, and I would like all users to have it. All permissions are equivalent across the board as best I can tell. Is this an Outlook settings issue perhaps?
Any input is much appreciated!
Thanks!

Hi Fender,
Please can you confirm which version of Outlook your users have (and if they are all on the same version)? All my none 2007 users lack the Edit Item button, and have to use the links in the body of the email, which I believe is simply due to the fact that
2003 et al lacks the same SharePoint integration options as 2007.
Cheers
Stew

Forms always marked as need update in Sharepoint designer 2010

Some of the automatically generated task forms in Sharepoint designer are marked 'needs update', when I open them in Infopath I get the dialog that says:
One or more fields in the workflow form have changed. InfoPath will now update the set of available fields. You may need to modify your form view to add or remove the updated fields.
Making a change and publishing it gives a 'publish sucessful' confirmation dialog but the modified date on the form in Sharepoint designer doesn't update and is still marked as needing an update even after I refresh it. Closing and reopening it gives an updated
modification date but the form is still marked as needing an update. What am I missing here?

Hi ,
I understand that some task forms in your workflow are marked ‘needs update ’even though you have published the changes in InfoPath designer . Can you have a test like this :Create a new workflow with the ‘Start Approval Process ’ action .Publish the workflow
.Then open the task form in InfoPath designer to see whether the ‘need update’ message will show up .
I have met this situation once ,after I restart SharePoint Designer and InfoPath .The problem solves .
Thanks,
Entan Ming
Entan Ming
TechNet Community Support

Rules of Infopath in SharePoint Designer

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