Workflow 2010 mark a record

I have a workflow 2013 calling workflow 2010 so that 'declare a record' can be called. I am doing that so that once a user has submitted a custom list to the workflow, they can not make any changes.
The problem is I have other steps that I want to happen in the workflow like having an authorized person accept or reject the request.
The problem is the custom list is read-only and that prevents the next step from being executed. I want the custom list to be 'read-only' or 'view-only' first since it may be awhile until the next people to approve or reject the custom list
that has been submitted.
Thus can you tell me what I can do to solve this problem and how steps should I follow to solve my problem?

Hi DianeMidnight,
From your description, my understanding is that you want to make the user unable to edit the item after he submitted an item to wait for an approval.
As you said, after we declare the item as a record, the item will be ready-only, we cannot do anything again for the item.
For your issue, I suggest you edit your SharePoint 2010 workflow, delete the action “Declare Record” and add an Impersonal Step into it, then use “Replace List Item Permissions” to replace the creator’s current permission. You can set your SharePoint 2010
workflow like:
More information about the action, you can refer to the link:
https://support.office.microsoft.com/en-us/article/Workflow-actions-in-SharePoint-Designer-2010-A-quick-reference-guide-5a7ad276-0ed7-49b0-b652-e56a77dd96c6?CorrelationId=248aa4b2-158c-47dd-a91c-9a75bc9184b1&ui=en-US&rs=en-US&ad=US#__toc260831314
After running the above workflow action, the creator will only have view permission on the item.
After the approver approves or rejects the request, based on your requirement, you can also use the action to replace user’s view permission with Edit or other permissions .
Best Regards,
Wendy
Forum Support
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Similar Messages

Workflow 2010 set list item permissions

I have a sharepoint 2013 list set up with two kinds of users (Approver and Employees) needing access:
Approvers - need full control on the list/site
Employees - can only have edit/read access to their own list item or entry
I'm using SPD 2013 with workflow 2010 platform, the workflow runs when approvers submits an entry (via people picker) for an employee. The part I'm having trouble with is granting
employees their permissions above when the item is created.
Following a web example, in the impersonation step I'm simply using add list item permissions action to grant the employees.
In another workflow I'm sending them notification to the edit form, but they can't access the link.
If I add the employees in one of the site's permissions group like visitors group then they can access the list but that would give them access to everything.
Hope I explained the issue well, please let me know if anything is not clear. Thanks in advance!

Hi
That's not actually true, when you create a group in sharepoint you don't need to assign it any permissions, i.e.
you create a group called 'NewListViewers' and don't assign it any permissions to the site
you add members to this group (they have no permissions to the site or content within the site)
you then customise the permissions of a list and grant this new group whatever permission you want (presumably contribute), the group only has permission to the list. Add the approvers group with full control and your done.
As for having users read only own items, simply amend the advanced settings read access to be '<label for="ctl00_PlaceHolderMain_ItemLevelSecuritySection_ctl09_RadReadSecurityOwn">Read items that were created by the user</label>', now
they can only view/edit their own items and approvers can see everything.
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SPD Workflow 2010 how to update Lookup field to none

Hi,
I need to use SPD Workflow 2010 to update a Lookup field in different list to none. Can there be any possible approach to follow?
Thanks,
Kunal

Hi Kunal,
As I tested, you could use the action in workflow as below:
listAtitle is a lookup column in my test, just manually input number zero in "To this value".
Regards,
Rebecca Tu
TechNet Community Support
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Adding URL to Task in Visual Studio / C# SharePoint Workflow 2010

I have a custom SharePoint Workflow (2010) using Visual Studio.
During my task creation, I am populating my task using the .ExtendedProperties. I get how to do it with strings, numbers and boolean.
Now I want to add a URL (link) to the task. I have the URL type defined for one of the fields of the task, but I'm not sure how I would format the values to pass in.
MyworkflowTask.Item.ExtendedProperties["OriginalItem"]=??
Since I need to pass in both the URL and description, not sure how to format this.
Thanks

You can use the SPFieldUrlValue class.
SPFieldUrlValue value = new SPFieldUrlValue();
value.Url = "http://www.certdev.com";
value.Description = "very cool";
MyworkflowTask.Item.ExtendedProperties["OriginalItem"] = value;
Blog | SharePoint Field Notes Dev Tool |
ClassMaster

Updating a title column in list that is a lookup column to document library in sharepoint designer workflow 2010

Hi I have a requirement to create a list item in Contracts List when a document is uploaded in Contracts Vendor library.
Contracts List will
have columns - Contract Name ( title column), Contract Number, Contract Start date and end date.
Contracts Vendor library will have Contract
Name,Contract NUmber.
User will select the Contract Name from drop down ( this is look up column linked to Contract Name in Contract
List).When user uploads document in Contract Vendor library then item should be created in Contract List with selected Contract Name and
Contract number .
Contracts and Contracts Vendor are related by look up Contract Name. Contract Name is internally a title column in
Contracts List.
Issue1 :
Since Contract number is look up column, while I am creating item the Contract name is not getting updated in
Contracts List. I have to use sharepoint designer workflow to achieve this task. Title colum or Contract Name shows no title.
Issue 2:
One
more issue I am facing is that Contracts List has Section and Division cascaded drop downs when i select values from section and division
dropdowns and save item in Contracts list the values are getting saved in Contract List.
Could anyone suggest me how to handle this ? I am
attaching the screenshots of the list and library structure. TRuly appreciate your help.
Below are screenshots of the list structure

Hi,
According to your post, my understanding is that you wanted to update a title column in list that is a lookup column to document library in sharepoint designer workflow 2010.
I try to reproduce the issues as follows:
Create a custom list named Contracts List, add columns: Contract Name ( title column), Contract Number(Number), Contract Start date(Data and Time) and Contract End date (Data and Time).
Create a document library named Contracts Vendor library, add columns: Contract Name(Lookup), Contract NUmber(Lookup).
Create a workflow associated to the Contracts Vendor library.
Add action: Create List Item.
   5. Start the workflow automatically when an item is created.
   6. Upload a document, select the Contract Name and Contract NUmber, the workflow will be started automatically.
   7. Open the Contracts List, an item will be added with the Contract Name and Contract Number in the Contracts Vendor library.
Thank you for your understanding.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

How to trigger a workflow when a bank record of an employee is delimited

Hi Friends,
I want to trigger a workflow when a bank record of an employee is delimited(Infotype IT0009). When delimiting the bank info, the old record's ENDDA is changed and a new record is created with the BEGDA. In this case two events are triggered one is BANKDETAIL-CREATED and other one is BANKDETAIL-DELETED.
Which one should i use to trigger my workflow.
Note : If we use the creation of new record for triggering workflow, then in case when the record is created for a new employee then the workflow will be triggered. To control this can we check whether there is an existing entry in IT009 for the employee or not. If an entry already exist then trigger the workflow else not. Is this ok? Please advice.

Hi sapient,
Here i think none of the events would actually help you in achieving what you want because you want to trigger the workflow when the account is delimited not when the account is either created or deleted.Please look for some other information to trigger your workflow.Will get back to you if i had any ideas.
Thanks,
Bhumika

Workflow for Maintenance of records

What is the best practice for MDM workflows for Product Master data maintenance? This is specifically about manual vs automatic workflow trigger.
Automatic Trigger - As and when record change, workflow trigger. No Need for people to go manually and initiate the workflow. Easy for user(s) to maintain. But with this, we will loose the functionality (Compare from original Records) as records change happen before trigger. We never know what changes made in user friendly manner.
Manual Trigger - Item needs to be attached manually to maintenance workflow. User needs to know about this step and have this additional work. This will not work, if somebody is changing record on portal. But this way, we will use the functionality for (Compare from original records) as record change happen after workflow trigger.
Any suggestion?

Hi Rt,
If you compare Automatic Importing to Manual importing.
Automatic will be the prefered option as any business process will prefer Automation over manual due to serveral reasons some of them being lesser manual error,Less time better efficiency etc.
If you have a set of say 1 million records and in a delta import process say 10000 records gets changed.If you wish to run a maintainence workflow on these 10000 records mnaully will be a hectic and tedious task.
On the other hand if you have set the trigger to automatic trigger action for record update.Automatically these updated records will move to the workflow.
If you really wnat to keep a track of the updated records you can try using one of the below strategies:
- Enable change tracking wherein you will be able to view the old value and new valueof the changed records.
Kindly refer the below link:
http://help.sap.com/saphelp_mdm550/helpdata/en/45/c7b20339ee570ae10000000a114a6b/frameset.htm (change tracker)
http://help.sap.com/saphelp_mdm550/helpdata/en/45/c87d0243e56f75e10000000a1553f6/frameset.htm (Change Tracker Configuration)
- Use a time stamp field which will get updated everytime a records gets modified for a particular field.
Hope It Helped
Thanks & Regards
Simona Pinto

Workflow 2010 error messages

I am working on a workflow 2010 so that I can use the impersonate step. When I am testing the step, I am getting a value that says an error occurred. When I look at the workflow history, it will point to a location where there a lots of 'overall' common
error messages. The link does not show you what your exact error message is.
Thus can you tell me if there is a place that keeps track of the error messages generated? Is there a log file for the SharePoint server. Basically I am executing a workflow 2013 that calls a workflow 2010.
Thus can you tell me if there is a place to locate the error messages and how would I locate these errors in the log?

Hi,
1. Yes you can. For this you have to make a REST call from your share-point designer workflow. User Call Http action and configure your REST end point to change the permission on list/list items. (This I haven't tried but quite sure it should work)
The same approach applies to accomplish to point 3.
2. After setting user/group permission use App step for workflow to edit permission.
Note : You may need to make multiple REST calls and learn how to use Call http action in SharePoint designer if you haven't work on that before.
You get REST end point to change group permission on list from here
https://msdn.microsoft.com/en-us/library/office/dn495392.aspx
To make REST call in SharePoint designer
https://sergeluca.wordpress.com/2013/04/09/calling-the-sharepoint-2013-rest-api-from-a-sharepoint-designer-workflow/
Keep updating your progress.

Roles vs Workflow for manual update record issue

I am sorry for taking your time but I need some HELP as we go life with MDM and there is still one open topic that is connected to workflow implementation.
Do you have maybe someone who can advice me a solution or workaround to solve this issue. See description below.
We are using role based workflow (few of workflows triggered one by one depends on the task that needs to be performed)
As agreed with our client the several users are not allowed to:
Modify (add/remove) original records
Start workflows
Check out / roll back records
Our solution provides them with option to do any kind off modification on Check Out records, and that action is triggered as automatic result of import records.
NOW a small issue appeared since the import from MDP is made based on a new rapport that does not have several fields that we where using to determinate what items from materials will change.
So the next idea was to do that manually since it happens only few times a year for more or less 10 items. And that is where the problems started.
I want to have a small workflow that will do as follows:
Check Out Record -> Allowed to make changes -> Send to the next step (Approval process will be started)
but we do not want to allow them do Checkout record or add to job
(It can be only acceptable if we can allow them to add to ONE of the workflows but not all of them)
I tried also to use the trigger actions Record Update2 but Workflow checkout occurs after record update (update applied to original record) so that is not applicable to, as since we want to keep original data in case someone rejects the new changes (that way we can always go back to original records). I would rather need something like Record Import only without the import part (it checks out the record and only then it allows to do any changes). ;P
If the description is not clear let me know I will try to translate it to easier English
Hope to hear from someone soon
Aleksandra

From reading your question, I gather the following:
You would like for users to be able to edit a record, which will automatically trigger a workflow, and if it's rejected then it should roll back the changes. However, the user should not be able to manually start the workflow, it must be started and launched automatically on record edit. Does that sound correct?
If so, then you may have an issue. While an edit can be used to launch a workflow, the workflow is not geared towards approving that edit. It's assumed that other changes will be made, and those changes are the ones that will be approved or rejected. This seems a bit strange I know, and hopefully this issue will be addressed in future versions. However, I think you're only alternative is to have the users be able to start their own workflows. You can probably use a security role such that a user can't modify normal records, but can only modify records that are checked out to them. Then you would have to modify your workflow such that it only contains one record at a time, this way the user would not be able to add multiple records to the workflow.
Does that make sense? I hope this helps.

Insert marker while recording

I saw a video by Dr. Pooja Jaisingh in which she said there is a keyboard shorcut that will insert a marker while recording in Captivate 7.The marker is to mark slides which you need to redo. Can someone tell me the keyboard shortcut to insert this marker, please?
DJ
PS - I really want to insert a click box with a keyboard shortcut while recording. Apparently, this can not be done. So I thought I'd use this redo marker to mark where I want the click boxes.

There is a shortcut key possible for each interactive object, also for click boxes, look in the Action accordion of its properties. So if you want a big shape button with shortcut Enter (or something else) on each slide to Play...
To time for rest of slide: use CTRL-E on timeline. When you copy/paste the click box it will retain that timing.
On Master slides you can only add shape buttons:
http://blog.lilybiri.com/why-i-like-shape-buttons-captivate-6
I also did a webinar for Adobe about using shape buttons, but search is down on Adobe's blog site. It is labeled 'Lilybiri's favourite...'
About click boxes: they don't have an object style because by definition they are invisible to the user. hence...
However I don't understand why one of these methods doesn't work for you:
Create a click box on the first slide, time it for rest of slide and use the transform accordion or mouse to resize it to the slide size, then copy it, select all the other slides in the Filmstrip and paste.
Use the existing click boxes that were added automatically on the slides during a Training simulation, resize one of them and make its timing for rest of slide. Then use the small curved arrow in top of the Timing accordion to apply this to all click boxes, same for the Transform accordion to apply the resizing for all click boxes.
Both work for me. Are you sure you were on a regular and not on a master slide?
Lilybiri

Marking one record as default.

Hi,
I have a requirement to mark one particular record in a table as default. So I want to know, which is the best implementation option.
Option1: Add a new column to the existing table(T1) and mark the record with a boolean "True", which will represent the record as default. And other records can be marked as "False".
Option2: Add a new table(T2) which has a relation with the parent table(T1). And T2 will hold only the default record's PK. At any point of time, T2 will have a single record.
So my question is, out of these above options which is better?
Thanks in Advance.
Regards
Asit

user13069774 wrote:
Hi,
I have a requirement to mark one particular record in a table as default. So I want to know, which is the best implementation option.How many records are there in total, in this table?
Option1: Add a new column to the existing table(T1) and mark the record with a boolean "True", which will represent the record as default. And other records can be marked as "False".Adding a column with default value is a good idea provided the new field is an attribute of the entity represented by the table. Besides, in a busy environment, adding column can result in locking (you might need to resort to online redefinitions).
Option2: Add a new table(T2) which has a relation with the parent table(T1). And T2 will hold only the default record's PK. At any point of time, T2 will have a single record.All queries, which would then be dependent on this new column, will have to have an outer join with the new table, since the new table would contain only one record. You could solve this by porting all records to the new table but then there is maintenance overhead in terms of
1. Either the application logic would need to be changed to add a record to this table - which in anyway, is the case, if you decide to go with this approach
2. you may need to code a trigger - which might be ruled out in first place as many vendors prefer not to have put business logic in backend
So my question is, out of these above options which is better? Both have their own pros and cons. You need to decide which one is going to cost you minimum for implementation.

Workflow for marking clips and then exporting them out as individual clips with audio?

Hello,
I'm just starting to use Prelude. I recorded an interview for my daughter for a school project last week. The interview went well, but I want to mark as "sub-clips" all of the video interview's question/answer combos (e.g. "What is your name? My name is John Doe.") and then save them out to individual clips rather than have to manage the full size files (about 40GB in all from my Panasonic GH3, 50mbps, IPB MOV) with clip markers. I'll keep the originals as backups, but would really rather work with the individual clip files.
Any help with this would be greatly appreciated! I would think this would be a very simple and common function. Basically, just dividing up the original video into multiple, standalone video clips with the same bit-rate, encoding, etc., but with new headers/EOF markers. Just chopping the original files up into chunks with no changes or reencoding necessary. If I can do it the way I imagine it, it should be a very quick process, at least compared to transcoding the files.
Best regards,
Scott

Hi -
Meg The Dog's suggestion will work if you don't intend to bring in all of your media off the card. The Partial Ingest method will allow you to selectively create subclips during ingest and not transfer the full original clips.
However, you do state you plan to keep all your media - not just the parts you want to subclip. So here's my suggestion for the workflow:
1. Ingest all your media from your cameras (the entire clips - not the partial clip method)
2. Open each clip from the Prelude Project Panel and create your Subclip Markers using Prelude logging tools.
3. In the Project Panel you will find new entries will appear for each SUBCLIP Marker you add to your master clips.
4. You can organize you subclips into BINS as needed to keep track of the segments of your video
5. When you're ready to create your timeline of subclips you can either
   5a. EXPORT all the SUBCLIPS into their own files (select all subclips you want to export and use the FILE->EXPORT->MEDIA menu command)
   or
   5b. Drag-Drop your subclips into a ROUGHCUT in Prelude to order your story. Then use the SEND TO PREMIERE PRO feature to send the Rough Cut into Premiere pro where you can finish your edit. All the media will come along for the ride into Premiere Pro (including your Subclips). You can then add titles and any effects easily enough in Premiere Pro).
There are some other options here you can also try out which might be interesting. For example, you can add transitions and any additional audio tracks to your ROUGH CUT directly in Prelude and then EXPORT the Rough Cut as a final movie - and not need to move to Premiere Pro unless you have wider editing needs.
Hope this helps!
Regards,
Michael

Can we display Approved Times as marked in Record Working Time Calendar

Hi All,
In the Calendar provided by Record Working Time iview,I could see the following three types of dates as marked
1)Rejected
2)Not Released
3)Excess Time Recorded
Similarly is it possible for us to mark the dates for which the OT is approved.
Can some thing be done at the backend with configuration to achieve the same.
We do not have NWDI to modify webdynpro code of the iview
Regards,
Santhosh

The reason behind this was
the descision to keep the interface simple: Highlighting should be used
for records (or days on the calendar) for which action might be required
by the user. No matter if a record is approved or still to be approved,
the next step in the workflow is not for the user to perform but for
the approver.
If a record has been rejected, action is required by the user and
therefore the record is highlighted. Currently, there are no plans to
change this.
This could be changed on a project-basis, of course. Such a change
would require action in Java as well as in ABAP, since we do not
transfer the status to the frontend except for the detail screen, which
is for one record only. What would have to be done?
1) Add a new semantic state "approved" to the DDic element used for
semantic states.
2) Set this semantic sate within the RFC-layer (using the method
"build_timesheet", IIRC).
3) Possibly do the same for the calendar as well.
4) Adopt the Java-side to take this new semantic state into account.
This would of course be a modification, so please understand that I
just wrote down a rough outline of the changes that would have to
be introduced. I didn't actually do an analysis or design for such
a modification but simply noted all the steps that I am aware of that
would have to be performed.
Please refer the help.sap.com for further information on this
or SPRO path.

How to set LocaleId for DateTimeControl on workflow 2010 initiation form

I am using a workflow initiation form to request a startdate and expirationdate as initation parameters from the user that starts the workflow. The SharePoint sitecollection is in dutch and so my user is expecting dutch culture settings for the date
format.
The workflow initiation form somehow shows a english date format.
I have tried to set the LocaleId property on every SharePoint:DateTimeControl in the aspx form by using SharePoint designer. This worked for the client side datepicker, but the selected value was no longer stored in the workflow param.
I also tried setting the regional settings for application and sitecollection as this was my first though for a possible solution. Unfortunately this does not make a difference. In a list column I see this setting is applied succesfull. For example: I'm using
a task list the shows me the right date format matching the regional setting. Today I did several tests with chinese, german, english and dutch settings. All are applied and showing on correct datepickers in
the tasklist, but none are showing correct datepicker on the initiation form. (List and Site workflows)
I am currently testing on a SharePoint 2013 Foundation Farm with Dutch Language Pack and CU December 2014 installed. I am using SharePoint 2010 workflows and a dutch version of SharePoint designer.
I hope someone can help me!

Hi,
I tested the same scenario per your post in my environment, and I got the same results as got.
As a workaround, I recommend to dynamically change the date format in the workflow initiation form page and display the value in a new input box.
Below is the code example, and I hided the original input box for the date field and display with a new input box, then display the date value with needed format in the new input box.
<script src="http://code.jquery.com/jquery-1.10.2.min.js" type="text/javascript"></script>
<script type="text/javascript">
$(document).ready(function () {
$(".ms-input").blur(function(){
var value=$(".ms-input").val();
//change the value of the date to be the right format here
$(".ms-input").hide();
$(".ms-input").after("<div><input name='date' type='text'></div>");
//display the date value which has been changed with the needed format in the new input box
$("input[name='date']").val(value);
</script>
Thanks,
Victoria
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]
Victoria Xia
TechNet Community Support

Lync 2010/2013 - Call Recording with PSTN

I am trying to find out more information about how larger companies use Lync while still recording calls to and from the PSTN. We have a huge need to be able to record specific (not all) calls in an on-demand fashion from the Lync client.
Lync seems to have some strange limitations with what it lets you record.
My issue is that Lync doesn't present options for recording calls to the PSTN unless you convert the call into a conference using some creative "tricks". Has anyone found a better way of doing this so that the user can just select record? It seems
extremely counter productive to say "hey here's our unified product", but if you need this really basic feature of a phone system you need a third party product. None of the third party products I've looked at actually integrate with Lync
in a way that the user just clicks record or some other option.
This is a major limitation of Lync for us and it is really holding up our ability to adopt Microsoft Lync. Does anyone have some good guidance on the best way to do PSTN recording with the Lync client?

Hi,Shaddie,
Yes,Lync doesn't support PSTN call except in a conferencing call,peer-to-peer call recording only works between Lync clients,and if someone call you via PSTN the call recording will not work, check the following links to have a workaround.
http://windowspbx.blogspot.com/2012/05/lync-user-tip-20-how-to-record-lync-to.html
http://blogs.perficient.com/microsoft/2011/02/call-recording-in-lync-2010-pstn-oddity/
Regards,
Sharon
Sharon Shen
TechNet Community Support
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Workflow 2010 mark a record

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