Sharepoint 2010 two stage dynamic approval

I have an infopath form that needs to be first routed to a selected reviewer and then that reviewer selects approvers from a picklist. This looks like the Staged OOTB approval process, but how do I dynamically change the approvers in the 2nd stage. The WF
needs to wait for the reviewer to select reviewer (in parallel). I'm looking for a no code solution if possible.

Hi,
In the infopath form add a field and from SharePoint Designer creates workflow and use this field for directing to approver
the values for this field can be retrieved from another list that contains unique values for the users and their data
and from workflow you can direct the next approval based on selection in the form
in the infopath form you can control to show hide the field based on certain values and you can change that from the designer workflow.
Kind Regards, John Naguib Technical Consultant/Architect MCITP, MCPD, MCTS, MCT, TOGAF 9 Foundation

Similar Messages

Customize SharePoint 2010 Approval without SPD

hello,
i try to customize an approval workflow. I used the workflow template " Approval - SharePoint 2010". Here, I have got two approvers. At the moment, both approvers have to approve a new task, but it would be enough if just one of the approvers gave
an approve. It would be double work for the approvers. My question is: Can i customize this approval workflow without using sharepoint designer?
Thanks!

You cannot customize OOB workflow through SharePoint UI.
You will have to use Designer or Visual Studio for same.
If this helped you resolve your issue, please mark it Answered

Renaming SharePoint 2010 Designer Approval Process Action Variable Name

Hi,
I am creating a 7 level(Mutiple) Approval Workflow in SharePoint 2010 Designer.
Whenever i add a new Approval Task Process action it adds 14 to 15 varialbes like Duration Unit,Duration Description,IsApproved,IsDeleted,EnableContentTypeApproval etc.
Since i am adding 7 Approval Task Process actions i am getting the variables added as Duration Unit1,Duration Description1,IsApproved1,IsDeleted1 etc in the Workflow.
I want to rename them to track it in a better way so that i can change them like Duration Units-Level1,Duration Description-Level1,IsApproved-Level1,IsDeleted-Level1 etc.
I am able to rename all the varaibles except Duration Unit and Duration Description. I see the Local varaible type as Duration Unit for Duration Unit varialbe and i am not able to modify it since i don't see a Type Called Duration Unit in Workflow variables
type properties.
For Duration Description i can rename it but while publishing i am getting the error as mentioned in the below blog.
http://spnovice.blogspot.com/2012/12/spd-workflow-error-path-needs-to-point.html
It's hard to track this varible with names like Duration Description,Duration Description 1,Duration Description2,Duration Description3,Duration Description4,Duration Description5,Duration Description6 etc.
How to rename these two variables in Approval 2010 Designer workflow.
I see varailbes like CC and Approvers which i dont need.Can we remove the unused vaiables also so that i can have limited no of vaaibles in my workflow.
Please help.
Thanks, Vijay Arockiasamy

Scott,
I have created 7 different approval workflows on a single list.Just followed the recommendation from
Keith Hudson, J.D in this blog.
https://www.linkedin.com/groups/sharePoint-designer-2010-multilevel-approval-136589.S.5824115633184350208
But as per this blog the workflows triggers only when a new item is created not when a an item is changed.
I have few questions on these 7 workflows on a single list.
1.If the Approver rejects the request the request needs to reubmit it with some changes.In this case if the requestor edits the existing list item the workflow will not trigger.
2.I am using Wait on Field action.For Example if Level 1=Approved and Level 3 is pending then level 2 approval workflow will trigger.
In level 2 workflow i am using update list item action and updating the Level status=approved.Int this case level 1 workflow will also trigger if i am executing the workflow on both item created and item changed event.
Could you please help on this.
Thanks, Vijay Arockiasamy

"This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint 2010 and Publishing Approval workflow.

I am trying to add a new workflow to a document library with the below mentioned settings and getting error saying "This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint
2010 and Publishing Approval workflow" . For your information the I have checked the server default option to open in browser.
Versioning Settings.
Error
This is quiet urgent issue . Any help would be really helpful.. Thanks..

Hi Marlene,
Thank you very much for your suggestions.
But I am not creating a custom workflow in designer as Laura has mentioned. I am instead trying to create a new Out of the box Approval Workflow and I get the error mentioned above.
As it works in other environment, I tried figuring out the possible differences which can lead to this error.
Today I found one difference which is there are no form Templates within Infopath Configurations in Central Admin. Now I am trying to figure out what makes this form templates to be added to the template gallery.
Regards,
Vineeth

Can we change the name of reassign button in sharepoint 2010 approval workflow?

can we change the name of reassign button in sharepoint 2010 approval workflow?
Shazil Ali

Yes, we can change it. Steps are as follows: 1. Create the workflow in SharePoint Designer 2010 2. Use Start Approval Process action 3. Write your logic and all setting as per you requirement and then publish the workflow once. 4. After this, click on
the workflow name and there you will see the sections as Workflow Information, Customization, Settings, Start Options, Forms. Here you will see a form under Forms section with a name of Approval_x00....... with a type "Task". Click on this form. This form
is an Infopath form that opens up when a task is to be edited (Task Form). This form will open up in Infopath (provided you have Infopath installed on your system) It may ask you the crendentials for security. 5. The task form will open up in Infopath for
editing. Click on the Reasign button and in the top left corner in the ribbon section is the field (Label) having text as "Reassign Task". Change this and then save and publish the form.Publish the workflow once again.

Can't retrieve approval status in Globally Reusable Workflow (Approval - Sharepoint 2010)

For day's i am trying to implement the following in one of the standard, out of the box, Globally Reusable Workflow with Sharepoint Designer 2010:
If Current Item:Approval Status not equals 0:#Approved Start Approval Workflow Task process on Current Item with Parameter:Approvers Else //Nothing
This is to prevent that a workflow is started if the item is already approved! The strange thing is, a buddy of mine has also Sharepoint 2010 and he can select in the DropDown list -Current Item: -> Approval Status..
But the only things I can select are the following:
Content Type
Created By
ID
Modified
Modified By
Title
I don't understand what is going wrong! What am i forgetting to configure or bind or set?

I have found the solution!
I have setup an test environment, Sharepoint 2013 on MS Server 2008R2 and installed Sharepoint Designer 2013. When I now edit the default out of the box "Approval - Sharepoint 2010", if you enter the condition "if current item field equals value", you can
now select "Approval Status"!!
So this means that it IS available after all! After a lot of trying, searching, this is the solution in a Sharepoint 2010 environment, installed on MS Server 2008R2:
Edit the (global or copied version if you want) workflow.
Add the condition "if current item field equals value" as a step.
Select from the item field: Content Type
Click on "equals" and change it to "not equals"
Then click on the condition and enter manually the following: 0;#Approved
Move the task "Start Approval Workflow Task..." up so it is a part of the condition "If.. "
Add an Else condition
Enter here your custom action or log to show the user that the Task is not performed.
Save the workflow.
We now have to manually edit the Workflow Rules file.
In Sharepoint Designer 2010, click at the left side of the ribbon on "All Files".
If you have created a custom workflow, you can find the "Workflow.xoml.rules" file, in the folder
Workflows/"Your custom workflow"/"CustomWorkflow.xoml.rules".
If you are using the global, out of the box Workflow, you can find the .rules file in:
_catalogs/wfpub/Approval - SharePoint 2010/ReviewApproval_1033.xoml.rules
Click on the file, then in the next screen click on "Edit file" under Customization. 4.Search for the string "ContentType" 5.When you have found the string, it looks a bit like this:
ns1:String xmlns:ns1="clr-namespace:System;Assembly=mscorlib, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089">ContentType ns1:String
(When you look a few lines below this line, you see your added condition 0;#Approved)!
6.Replace the string ContentType with: _ModerationStatus 7.Save the file! 8.Open in the current directory the "Workflow.xoml" file (this is the workflow itself) 9. Click on the Save button, it will give you a notice:
A more recent version of _catalogs/wfpub/Approval - SharePoint 2010/ReviewApproval_1033.xoml.rules has been saved to the server by "user" on 1/5/2014 10:50 AM.
Do you want to replace this with your file?
Click NO! (Important, otherwise it will replace it with the default rules file, and nothing has changed!)
Close Sharepoint Designer 2010, reopen SPD2010 and go to the workflow.
Edit the workflow and you'll see the following now:
"If Current Item: equals 0;#Approved"
The field Content Type is now gone! This is correct so don't worry!
Publish the workflow and you are done!
Check now on a library that has a link to the edited workflow, when you start a new Workflow on a Approved-Major version of the document, what the outcome is:
The workflow is discarded because of the condition and nothing happened, so your document stays on the most recent Approved-Major version and is not published back to a previous version number!!
Conclusion: I think that the Sharepoint 2010 Designer, is missing that specific "Approval Status" field, but with the solution i have just given, you can solve this!
C# for the win!

How can I automatically enable content approval on a SharePoint 2010 document library

Hi All,
I would like to enable
content approval feature 'Yes' in version setting page by default when the new site is created under SharePoint 2010 farm. How could achieve this. Kindly help.

Hi, Are you creating publishing site? if yes Turn on Content Approval for SharePoint 2010 Sites By default, Content Approval is turned off in SharePoint 2010 and (usually) any user with Read access can see Draft items in most libraries. Sites created with
the publishing site template, however, already have Content Approval turned on in the Pages library.
Please remember to click 'Mark as Answer' on the answer if it helps you

Customizing the Performance Point Services (Dynamic report view) in Sharepoint 2010

Hi Guys,
My requirement is to place the OLAP grid bar which is present in Dynamicreportview.aspx, in the PPS dashboard page in sharepoint 2010.
How to achieve this in sharepoint?
Please suggest any workarounds ?
Thanks in Advance.
Thanks & Regards
Anil Kumar K

Please refer to below link for Unsupported features with Excel service in SharePoint:
http://msdn.microsoft.com/en-us/library/office/ms496823(v=office.12).aspx
Please ensure that you mark a question as Answered once you receive a satisfactory response.

Dynamically Link OneNote Page to SharePoint 2010 Page Viewer Web Part

I'm trying to display a OneNote page within a SharePoint 2010 Page Viewer web part whereby the OneNote page can be edited by users with read/write permission, but not having any success.
I was able to save the OneNote page as a web page (.mht) file and display it as a static page within the SharePoint Page Viewer web part.
Any suggestions on how it can be done would be greatly appreciated.
Thanks!

I'm afraid there might be no way to integrate OneNote with SharePoint as your requirment. Sorry.
Tony Chen

SharePoint 2010- Project Feasibility

Hi all,
I am working on SharePoint Foundation 2010. I have the following requirement in my project.
1) I need to create a list with more than 250 columns.
2) Design custom New, Edit and Display forms which includes all the above 250 columns.
3) Few rows in the display forms should be hidden based on other column values.
4) Approval process is required for each item in this list. this will have two levels of approval i.e., first one would be acceptance from one department and second one would be from business head. mails should be send to respective people
at each stage of approval.
5) Dynamic graphical reports should be created based on the list data which provides data analysis.
Kindly let us know whether this project is feasible on
SharePoint Foundation 2010. If not "is this feasible on SharePoint 2010 server"?

Hello IetShare,
I would use InfoPath for this, you can edit the forms of a SharePoint list.
http://office.microsoft.com/en-us/infopath-help/customize-a-sharepoint-list-form-HA101821257.aspx
http://msdn.microsoft.com/en-us/library/office/gg180738(v=office.14).aspx
Btw, I would just use 120 columns to store the answers.
- Dennis | Netherlands | Blog |
Twitter

March's TechNet Wiki SharePoint 2010 Guru Winners announced!!

The results for March'sTechNet
Guru competition have been posted!
http://blogs.technet.com/b/wikininjas/archive/2014/04/17/the-microsoft-technet-guru-awards-march-2014.aspx <- results page!
Congratulations to all our new Gurus for March!
We will be interviewing some of the winners and highlighting their achievements, as the month unfolds.
Below is a summary of the medal winners, the last column being a few of the comments from the judges.
Unfortunately, runners up and their judge feedback comments had to be trimmed from THIS post, to fit into the forum's 60,000 character limit, however the full version is shown in the link above.
Some articles only just missed out, so we may be returning to discuss those too, in future blogs.
BizTalk Technical Guru - March 2014
Tomasso Groenendijk
Using BAM in the ESB Toolkit
Ed Price: "Incredibly valuable and very well written! Great article!"
Mandi Ohlinger: "A custom BAM dashboard - LOVE it! Another great ESB addition to the Wiki."
TGN: "Nice one, I really liked this one, explains how to use the ESB together with BAM, great work and well explained!"
Steef-Jan Wiggers
Windows Azure BizTalk Services: Pulling Messages from a Service Bus Queue
Ed Price: "This is amazingly well written with beautiful images and formatting. Great job!"
TGN: "Azure, Azure, Azure! Nice one Steef-Jan, people are waiting on articles like this. Good job, and thanks for the contribution!"
Mandi Ohlinger: "A very informative How To. Screen shots are very helpful."
boatseller
Detecting a Missing Message
Mandi Ohlinger: "GREAT addition to the Wiki and to any user who suspects missing messages. The BizTalk support team can use this orchestration. "
Ed Price: "I love the visuals on the orchestration implementation! Important topic!"
TGN: "Nice article, great to see a solution to detect missing files."
Forefront Identity Manager Technical Guru - March 2014
Eihab Isaac
FIM 2010 R2 BHOLD: Non-BHOLD Approval Process
Ed Price: "Very thorough explanations! Great formatting and colors on the tables and code snippets! And the images are also helpful!"
PG: "Nice article, we need more of these."
Micah Rowland
FIM:How To Use PowerShell to View a Metaverse Object's Connector's Attribututes
Side By Side
PG: "Nice article, nice format. well written"
Ed Price: "Good code snippet and use of code comments. Could use more explanations and maybe breaking the code into sections with more information about each section. Good job!"
Giriraj Singh
FIM:Delete Bulk Expected Rule Entries Using FIM OTB features
Ed Price: "Good procedural steps! It could benefit from more explanations, a grammar pass, and some images. Good article!"
PG: "Short but nice article."
SharePoint 2010 / 2013 Technical Guru - March 2014
Matthew Yarlett
SharePoint: Use PowerShell to find Fields using a Managed Metadata TermSet
Jinchun Chen: "Good article."
Ed Price: "Although this is Matt's shorter article this month, this is an incredibly important topic, and the code is perfect! As Dan says in the comments: "Matthew Yarlett has done it again!! IMHO when it comes to SharePoint powershell
you are second to none." This is a great article!"
Rahul A Shinde
SharePoint 2013: Deploy and apply theme to SharePoint sites with PowerShell
Ed Price: "Fantastic explanations and use of images!"
Matthew Yarlett
SharePoint: Testing Email Alerts in UAT and DEV Environments
Jinchun Chen: "Nice! It can be used for troubleshooting SharePoint Incoming/Outgoing related issues too."
Ed Price: "Wow! This article is astonishingly thorough!"
Small Basic Technical Guru - March 2014
Nonki Takahashi
Small Basic: Centering Text in Graphics Window
RZ: "Clearly written explanation with nice graphics to go with it."
Ed Price: "I love having the three options like this! And the images really bring it to life! The links to the shared programs (with their source code) really help if you want to dig deeper and learn more!"
Nonki Takahashi
Small Basic Known Issue: 23589
- Controls.GetTextBoxText() Returns CR+LF as Newline from Multi-Line Text Box in Local but CR in Remote
RZ: "Bugs are always hard to track down, especially the unknown unknowns :( Good job on hunting it down!"
Ed Price: "This acts as a valuable KB article! Great addition to the troubleshooting library!"
Nonki Takahashi
Small Basic: Expression
RZ: "Good introduction to expressions"
Ed Price: "Short and sweet intro to Expressions. Thanks, Nonki!"
SQL BI and Power BI Technical Guru - March 2014
Michael Amadi
A Practical Example of How to Apply Power Query Data
Transformations on Structured and Unstructured Datasets
NN: "This is a terrific tutorial on Power Pivot with very helpful images. Great article"
Ed Price: "This is a fantastic combination of Power Query and Power Pivot... a valuable contribution!"
SQL Server General and Database Engine Technical Guru - March 2014
chandra sekhar pathivada
managing database backups across all the instances without maintenance plan
Samuel Lester: "Chandra, outstanding contribution and information! Your SSIS package handles many of the shortcomings of Maintenance Plans. MPs were originally created to assist DBAs with the more common administrative
tasks, but as the scale continues to grow across enterprise environments, we're all forced to write our own enhanced versions such as this. Thanks for the addition and please do add to the Gallery if you haven't yet."
Jinchun Chen: "Nice. It is suggested to add error outputs in the package to handler unexpected errors."
NN: "Good article. The SSIS solution can use a bit more explanation. Also See Also section is missing"
DRC: "This is good article, The only this which can be corrected is : ==> This can be achieved using “maintenance Cleanup Task • Maintenance Plan has a control flow item “maintenance Cleanup Task” to delete the old backup files based
on age of the backup, but it creates the problem when it deletes the full database backups based on n no.of days leaving all the dependent intermediate differential and transaction logs which are useless. "
Shanky
Understanding Logging in Tempdb.Is Tempdb re-created or rebuilt after SQL
Server restart
NN: "Very good article with an interesting analysis"
DRC: "This article is good and provides lots of detailed information along with sample query and screenshot. The screenshot of few need few more details (files of model are missing) This article can be broken down into 2 1) understanding
tempdb recreation 2) Logging in Tempdb 1) understanding tempdb recreation:- This is not concluded properly. The article doesnt talk about the physical files which are recreated even if we delete the tempdb files "
Samuel Lester: "Shanky, very nice article on the internals of TempDB! It was tough judging this month as both articles were very informative contributions!"
System Center Technical Guru - March 2014
Mr X
How to manage VM pinning within a Hyper-V cluster by
combining the use of System Center VMM and Orchestrator
Ed Price: "Mr. X, this is another incredibly thorough article! Fantastic job!"
Idan Vexler
Create Custom XML For OSD In SCCM
Ed Price: "Love the list of requirements! Very thorough in dividing each step!"
Omar Lopez (loplim)
SCOM 2012 - Create Alert / Monitor Based on Windows event ( Administrator login
alert )
Ed Price: "Good use of images. Could use a TOC with sections and more descriptions. Good job!"
Transact-SQL Technical Guru - March 2014
Jayakumaur (JK)
Understanding IDENTITY in SQL Server
Ed Price: "Wow, what a competitive month! This article is amazing, with thorough explanations in each section!"
Richard Mueller: "A good tutorial on an important feature of T-SQL."
Durval Ramos
Paging a Query with SQL Server
Ed Price: "Durval's article is fantastically thorough and easy to follow!"
Richard Mueller: "Very useful concept when populating controls from a query, which should improve performance. I like the images. Well done."
Naomi N
T-SQL: Split String with a Twist
Richard Mueller: "Very intersting problem with an original solution."
Ed Price: "A very powerful and well-articulated solution from Naomi!"
Visual Basic Technical Guru - March 2014
The Thinker
Exporting and Importing Wireless Settings Using Netsh in VB.NET
SB: "Code could be formatted better, task is something I can see as potentially useful although I would prefer a bit more narrative description and comments in the code explaining why it was done a certain
way, although the code is simple enough to work through."
MR: "Great tool code!"
Ed Price: "This is a good contribution! One way to improve an article like this is to explain the parts of the code more in depth, as a way to introduce each snippet (and maybe dividing a block up more). Then you could link to the Gallery
iteam if the reader wants to access the entire snippet at once. The images are also very helpful! Great job!"
Richard Mueller: "Perhaps this code should be in the gallery. There should be more explanation in a Wiki."
Visual C# Technical Guru - March 2014
João Sousa
ASP.NET WebAPI 2 - Stream Windows Azure blobs
NN: "Very nice tutorial and also can be downloaded from the Gallery"
Ed Price: "I love to see this ASP.NET content! Each step is very clear! Great code formatting!"
Raghunathan S
C# Code Compilation at Runtime from C# Windows Forms Application
Ed Price: "Good descriptions and code formatting. It could benefit from a TOC. Great article!"
NN: "This looks like an interesting article, but too short and the code is hard to read in its present format"
Raghunathan S
Creating a Simple logging class with System.Diagnostics namespace in C#
NN: "Good article, but too short"
Ed Price: "This is a pretty good article. It could benefit from a TOC and more descriptions around what the code is doing and why. Good job!"
Wiki and Portals Technical Guru - March 2014
Matthew Yarlett
Wiki: Basic Image Formatting using Pixlr
BL: "This deserves credit as much for the idea as for the actual article - many authors contribute from computers that may not have authoring tools installed and this simple online solution has the potential to iprove
quality a lot."
Richard Mueller: "Excellent explanation of a useful tool for Wiki authors. A "See Also" section would be useful."
PG: "Nice artilce, well done, nice layout. Great!"
NN: "Good article"
Durval Ramos
VBA & VBS Portal
NN: "Very good new portal about VBA. Introduction may be improved a bit"
Richard Mueller: "A great collection of Wiki articles. Excellent use of recommended features in a Wiki article."
PG: "Nice article good start!"
BL: "Another great initial compilation of relevant resources. Would be very interested in seeing how this develop over time."
Mr X
Wiki: System Center Orchestrator Portal
NN: "Good new portal. Missing See Also section with links to other portals"
Richard Mueller: "A good collection of articles. This Portal adds a lot to the TechNet Wiki."
PG: "Nice and neat article? Suggestion to add more references to related articles and platforms on Wiki."
BL: "great initial compilation of SC Orchestrator resources. Hoping this will grow over time as the product has a few other active Wiki contributors."
Windows Phone and Windows Store Apps Technical Guru - March 2014
Isham Mohamed
Pin Windows Phone 8 app to start screen on first launch.
Peter Laker: "A very useful and informative article! Also, Nice use of fonts and images."
Ed Price: "Good explanation, but it could benefit from a TOC and tweaked formatting. Good job!"
Ibraheem Osama Mohamed
Coming from an asp.net background, let’s build our first Windows Store Application
Ed Price: "Great job on the formatting, explanations, and code snippets!"
Peter Laker: "Excellent primer for those moving from asp.net and all beginners."
mcosmin
The Performance Analyzer Paradox
Ed Price: "This is a good philosophical article, but it would be richer with examples and visuals. "
Peter Laker: "Nice story, good reading, very worthy entry and gratefully received!"
Windows Presentation Foundation (WPF) Technical Guru - March 2014
Magnus (MM8)
WPF/MVVM: Handling Changes To Dependency Properties In The View
Ed Price: "Nice, thorough topic with good explanations! Could benefit from code formatting. Great article!"
Peter Laker: "A nice primer on a fundamental aspect of xaml. Great layout, images, descriptions, etc."
dev hedgehog
Trick To Use StaticResource With Path
Peter Laker: "A very useful and commonly pondered subject. Thanks for a great contribution!"
Ed Price: "This is a great solution with good code formatting and code comments!"
Windows Server Technical Guru - March 2014
Mr X
How to manage your DC/DNS servers with dynamic IPs in Windows Azure
JM: "This is an excellent article, however you need to change all instances of the term "on-promise" to "on-premise.""
JH: "really detailed, very complete with scripts added"
Richard Mueller: "This might be the best article I have judged. Code formatting could be improved, but otherwise an outstanding contribution."
Mr X
How to assign a private Static IP to a Windows Azure VM
JH: "excellent, concise, good topic"
Richard Mueller: "Excellent documentation of the use of very new tools to manage IP addresses."
JM: "Another excellent article, thanks much for your contributions!"
Mahdi Tehrani
Customize DST time zone configuration across the forest with GPO
JM: "This is an excellent article, however you need to change all instances of the term "Daylight Time Saving" to "Daylight Savings Time.""
JH: "good info, great illustrations and writing"
Richard Mueller: "Original work for an tricky problem. I think the script should run as a Startup script instead of a Logon script on the clients. A "See Also" section and links would help."
----------------- 8< -------------------
As mentioned above, runners up and their judge feedback were removed from this forum post, to fit into the forum's 60,000 character limit.
A great big thank you to EVERYONE who contributed an article to last month's competition.
Read all about THIS month's competition [usually in a stickied post] at the top of this forum, otherwise there is usually a list of forum links for this month's theme/announcement at the bottom of the submission page below:
http://social.technet.microsoft.com/wiki/contents/articles/23837.technet-guru-contributions-for-april-2014.aspx
Best regards,
Pete Laker
More about the TechNet Guru Awards:
TechNet Guru Competitions
#PEJL
Got any nice code? If you invest time in coding an elegant, novel or impressive answer on MSDN forums, why not copy it over to the one and only
TechNet Wiki, for future generations to benefit from! You'll never get archived again!
If you are a member of any user groups, please make sure you list them in the
Microsoft User Groups Portal. Microsoft are trying to help promote your groups, and collating them here is the first step.

Congrats to Matthew and Rahul:
SharePoint 2010 / 2013 Technical Guru - March 2014
Matthew Yarlett
SharePoint: Use PowerShell to find Fields using a Managed Metadata TermSet
Jinchun Chen: "Good article."
Ed Price: "Although this is Matt's shorter article this month, this is an incredibly important topic, and the code is perfect! As Dan says in the comments: "Matthew Yarlett has done it again!! IMHO when it comes to SharePoint powershell you
are second to none." This is a great article!"
Rahul A Shinde
SharePoint 2013: Deploy and apply theme to SharePoint sites with PowerShell
Ed Price: "Fantastic explanations and use of images!"
Matthew Yarlett
SharePoint: Testing Email Alerts in UAT and DEV Environments
Jinchun Chen: "Nice! It can be used for troubleshooting SharePoint Incoming/Outgoing related issues too."
Ed Price: "Wow! This article is astonishingly thorough!"
Ed Price, Power BI & SQL Server Customer Program Manager (Blog,
Small Basic,
Wiki Ninjas,
Wiki)
Answer an interesting question?
Create a wiki article about it!

Conflict between Client object model and Item Updated Event Receiver in sharepoint 2010

Hello All,
As per my requirement I have a two custom list.
Agent Details
Port Name
Agent Details contains Agent code, Port Name, email, address and phone of Agent. Its possible that one Agent Code is connected with multiple Port Name.
Basically what I am doing is I am getting port name connected with Agent code, using jquery and bind those values with check box(using javascript created dynamically) and bind all with Div tag.
Now when my custom edit form of Agent list open up it shows me different port name binding with checkbox group.
when user select the check box and click confirm button my clicent object model script will run and add this selected value into Port Name list.
After confirm one more button named Save will enable asking user to edit the email, phone or address value and when I click on save my Item updated event fires which update the values of the selected port name(These port name I am getting from port
name list) to Agent Details custom list.
Now when I am trying to update the values my event receiver fires or some times it got stuck(not firing). So could you please help me the possible alternative for this requirements.
Can we user the Ecma Script(Client object model to preserve the value of selectec port) and Item updated event receiver on the same time?
Is anything am doing wrong then please guide me.

Hi,
As I understand, when you updated values in the agent details list the Item updated event receiver got stuck sometimes.
The item update event receiver will fire after the item has been saved, and the client object model script or the Ecma Script runs before the item is saved, so there is no conflict between the client object model script and item update event receiver.
You could find out the reason about the item update event receiver gets stuck by debugging the event receiver.
When you want to debug your event receivers, you have to attach to OWSTIMER.EXE and wait till they are executed. You can control this behavior using the Synchronization attribute. Also, if you’re looking for an easy way to debug an event receiver without
having to manually attach a debugger to your code, you can use the System.Diagnostics.Debugger.Launch() method.
The articles below are about how to debug in the event receiver in SharePoint 2010.
http://sharepoint-kings.blogspot.jp/2013/02/debugging-event-receivers-in-sharepoint.html
http://chakkaradeep.com/index.php/event-receivers-in-sharepoint-2010/
http://sharesaint.com/?p=77
Best regards,
Sara Fan
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Move workflow status column from one library to another in Sharepoint 2010

Good morning,
I have two libraries in the same site, LibraryA and LibraryB.
On LibraryA, users upload documents upon which they start a collect signatures workflow. The view on LibraryA contains a column with the signatures workflow name showing status: ‘Compete’, ‘In progress’.
Now on LibraryA I have created a workflow to move any document one month after creation to LibraryB (using retention schedule) irrespective of signature workflow status.
Now what I would like is to have the signature workflow status shown in LibraryB as well. From what I understand you can add the workflow status column only on the library with which the workflow is associated. I also tried, on LibraryB, to create a new
column which Lookups in {Signature Approval History – Outcome} but this did not do the trick either.
Any workarounds?
Many Thanks

Hi,
According to your description, my understanding is that you want to move the workflow status column to another library in SharePoint 2010.
I recommend to use another column to get the value of the workflow status column and then move this column to another library.
We can use workflow to update the column with the value of workflow status column.
However, the workflow status column stores the value with numbers which represent different status, so we need to update the column with corresponding status based on the numbers in the workflow.
http://chanakyajayabalan.wordpress.com/2010/03/08/sharepoint-workflow-status-codes/
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Sharepoint 2010: prevent users from editing a list in the datasheet view

Hi,
I have a sharepoint 2010 list that I need to prevent users to edit from the datasheet view. This is because I have edited the add item form on sharepoint designer and included some custom code. Moreover, I need to allow the users to view the list in datasheet
view to make use of the datasheet custom filter view feature which is not available in the standard view. So I need users to access the datasheet view of the list in read mode only but be able to edit the list in standard view only. Is this possible? How?
Thanks,
George

Hi.
Maybe this helps...I found some users having the problem that the list WAS read only in datasheet view...this is a list of reasons why this could happen:
Certain columns, such as Created By and Modified, are always read-only. Values for these columns are entered automatically.
The changes you made to the selected row or column have been submitted to the server. If there is no conflict or error, you will be able to edit the row or column after the changes have been saved.
There is an unresolved conflict or error in the selected row or column. Resolve the conflict or error before attempting to edit the selected row or column.
The list is set up to require content approval, and you are viewing the list in the All Items view.
In the My Submissions view of a list that requires content approval, the
Approval Status and Comment column are read-only. Only a user with Manage Lists right can edit these two columns.
Attachments are read-only in a list that requires content approval. You cannot view or edit attachments in any of the views.
The document in the current row has been checked out by a user. You cannot edit the columns in the row until the user checks the document in.
You do not have permission to edit the column or row. Contact the list author for more information.
(from the help)
You could also check:
http://support.microsoft.com/kb/2274841
Reverse engineer and you may have a solution? ;-)
Regards
hr class="sig">Thomas Balkeståhl - Technical Specialist - SharePoint

Integration between InfoPath web forms (browser side), SharePoint 2010, and Word or Excel

To begin with the end in mind, here's what I need to do:
User A (employee) fills out infopath form in browser.
User A saves infopath form, workflow runs, and sends a link to the manager
User B (Manager) opens infopath form, clicks a button, and all the information from the saved infopath form magically appears in a excel document
Here's how I did it, because I couldn't find an easier way to do it. This is an InfoPath no-code solution (uses web service and workflow I had to build) and this is working somewhat:
In InfoPath Designer 2010, created the form from Blank 2007 form template.
Published the form and promoted fields to Sharepoint 2007 as a new forms library.
Created a view on forms library to show all fields (SQLExportView1).
Created SSIS package to import data from SharePoint forms list using the view "SQLExportView1" into a new database and table in SQL Server (tblSQLExport1).
Created SQL Agent job to run this package every 2 minutes.
Created workflow to notify manager.
Created excel document with an external data connection to SQL server.
In SQL, created a stored proceedure ("spGetCurrentID") to truncate, then add a row to a table ("tblCurrentFormID").
On InfoPath form, added a button that takes the current infopath form "ID" into a table in SQL server by calling the stored procedure via a web service.
On Infopath form, added a hyperlink to the excel file which opens in the client.
In excel, added a button on the workbook that queries the SQL database for the current form ID, and drops it into a cell.
In excel, added a button on the workbook that queries the SQL database for the sharepoint list details that were exported via SSIS, returning only the row for the current form ID.
In excel, created a button on the workbook that displays the fields I want in the location I want
With over 25 users concurrently hitting the form library, there is a chance that when they open excel they will generate an excel document with bad data in it (data from someone else's current ID).
I've since migrated to SharePoint 2010, and it works the exact same way in 2010.
What I want to do is find a way to get the data that is already saved in the infopath form DIRECTLY to Excel by clicking a button without the web service, the stored procedure, the SSIS package, the SQL agent job, etc. My problem has always been
in getting the data from infopath into RAM/Clipboard/temp file(?) and imported into Excel by bypassing the SQL.
Of course, I would like to do this without requiring an administrator approved template in InfoPath, and have it be much more simpler to maintain. There are a lot of moving parts.
Please point me to any examples or make recommendations. The requirement is that users open the form, the data is filled out already, and with a click of a button, the data shows up in excel automatically in the right place for the item they're currently
looking at in infopath.
Now that I've got this working (kind of) for one excel document, management wants to add 25 other documents that this one infopath form can generate.
Therefore, once I get this to work better for one excel document, I can add other excel documents.
I've considered passing a parameter to the excel document in Excel Web Services, as I believe that excel web services 2010 can support this. However, I believe that the macros that run in the excel client okay won't work in excel web services 2010.
Users would prefer to open Excel in the client, though, so not sure I'm going to go down this path.

Clayton,
You rock - thank you for all your responses!
The infopath form was built doing what it does long before the need to get the data into Excel.
You are correct in that I could have modified the infopath code to save to SQL, but the fields in the form and on the forms library columns do change before and after the manager approves it. As such, adding some code to submit the infopath data to
SQL could have been used to write data into SQL server instead of leveraging SSIS/SQL Agent to do so. However the aformentioned workflow (see way up in the thread) does more than just send an email to the manager with a link. It also edits some fields in the
forms library column on that particular list item. By using SSIS, every two minutes they get the latest stuff from sharepoint into SQL without having to add code in the workflow or - if possible - on the infopath code that does a table update where item=abc.
It is common to get data from sharepoint into sql, regardless of whether or not it is a list or library (including infopath forms libraries). There is sample code on Codeplex that has been downloaded close to 40,000 times for this purpose which I'm sure
you are familiar with:
http://msdn.microsoft.com/en-us/library/dd365137(v=sql.100).aspx and
http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
I agree with you in so many ways on why they should not be using excel (or word) to present the information. Having InfoPath or a custom workflow magically convert the data presented on a specific view in a filled out InfoPath form to PDF and emailing it
would be wonderful, but it simply is not a possible solution.
Surely you're familiar with companies that have a word document that, say, a manager will email to someone as an attachment, then the employee prints out the word document, fills it out on paper and signs it with a pen (or fills out a fillable form, then
prints it), they then either fax it back or scan it and email it back to the manager, who then prints it out and hands it to a VP for a signature, etc. Yes, the process is very old-fashioned, but in health care, finance, and for legal compliance reasons,
some places simply have to do their manual processes the way they are. I've suggested and shown examples of how it can all be done electronically with digital signatures, etc., but their legal compliance officers and board members do not agree to this methodology.
As such, I work within the confines I am presented with, as I'm sure you've had to do as well.
I myself have worked for several Fortune 100 firms for many years (Microsoft, T-Mobile, etc), know what is possible. However the place I am at now, many of those options simply are not possible.
They use excel (and word) because that is the templates the legal department and third party companies they work with gives them to work with.
If you've used enterprise OCR systems (LaserFiche, OnBase, Hyperion, etc.) you would be familiar with the fact that in order to scan and index keywords from OCR cover pages, the document has to have fields in a certain location. While I have tried to
get the InfoPath form to line up properly, I cannot print out headers or footers and page breaks where the OCR system requires and expects them to be. What's more: when you print a filled out infopath form that loads browser side, as you know you get the browser-related
stuff with it. Although they're all on the same web browser (finally - IE8) and all on windows 7 and office 2010, I cannot control the fact that some users use large fonts and other accessability features to make their 21" screens run at 640x480 (exaggeration).
When you do this, it changes the margins in the print area, and more.
If I could take the data that is in infopath, merge it with an excel template, and export that to PDF, that could be an option. Not looking to buy some enterprise PDF generating product, though, and looking to do this as close to a no-code solution as possible.
Why we're suggesting PDF, perhaps we should be considering XPS, since we are staying with the Microsoft technology stack here.
Perhaps I should rephrase my original question like this: "I have 25 different documents that all need to be filled out automatically. Each document has different text on it, but the fields that need to be filled out on the documents are almost all
the same. I want to present one form for users to fill out, and once saved, to generate all 25 different documents. How would you do this?". While not entirely accurate, as not all 25 documents need to be created at once, only on demand with a click of a button
for each document, perhaps that is a better way of stating the need.
Thank you Clayton (and all you lurkers out there hoping to find out how we solve this).

Sharepoint 2010 two stage dynamic approval

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