Cincinnati SharePoint User Group – June 22nd

On June 22nd 2017, I will again be speaking to the Cincinnati SharePoint User Group and this time around we will be discussing workflow. I will present the options for creating workflows in SharePoint and Office 365, as well as look at the process (and potential pitfalls) for upgrading your SharePoint Designer workflows to Microsoft Flow.

Find details on the topic, as well as register on the Meetup page.

[UPDATE]
Thank you so much to everyone who came out tonight to the meeting – I had a great time and the group participation was wonderful.

I mentioned tonight the Known issues and resolutions page Microsoft is maintaining for Flow – here is the link: https://ms.flow.microsoft.com/en-us/documentation/release-notes/#known-issues-and-resolutions

There were a few questions about Flow during the meeting that I wanted to make sure I followed-up with – the list of questions & my answers are below:

  1. Can Microsoft Flow monitor list item changes while the Flow is running – meaning can another Flow instance start if a user updates a list item while the Flow is already running.
    • It is my understanding that if the Flow is currently running on a list item, another instance of the Flow will not start when a trigger occurs.
  2. Is there a trigger in Microsoft Flow for item deletes?
    • No, just like SharePoint Designer workflows, there currently isn’t a way to detect item deletes.
  3. Is there a particular patch level for SharePoint 2013 that is required for Microsoft Flow to connect?
    • I haven’t seen documentation noting a specific service pack or patch-level that is needed, but I will ask Microsoft for clarification and post the answer here.

Creating & Upgrading SharePoint Workflows – April 9th 2017

I am excited to be speaking once again at the Nashville SharePoint Users Group. The meeting on May 9th 2017 is in-person and via online meeting and the topic is “Creating & Upgrading SharePoint Workflows”. The details of my presentation are below.

For a long time, we have used workflow for automating business processes in every version of SharePoint, while using various tools to create them: out of the box workflows, SharePoint Designer, Visual Studio, & third-party applications like Nintex and K2.

  • Now that SharePoint Designer will no longer updated and there is a push to move to the cloud, what are we supposed to do now to automate tasks and business workflow?
  • What if you aren’t moving to Office 365 and just want to know what tool you should use to create workflows moving forward?
  • Should you migrate your existing SharePoint Designer workflows to Microsoft Flow or a third-party tool? What would that process look like?
  • Should you continue to build workflows using SharePoint Designer in SharePoint 2010, 2013, 2016?In our time together, we will review those questions and more so you can be confident in your path forward with process automation, no matter what version of SharePoint you are using or where it is hosted!

[UPDATE]
I had a great time with the group tonight. There were some great conversation concerning the gaps between SharePoint Designer workflows and Microsoft Flow. Everyone stay tuned to this space and make sure you register for the May 16th Microsoft Virtual Summit.

Custom Filter on a Data View Web Part (series part 3)

Data Views can be a very powerful tool when using SharePoint Designer 2007 in designing pages in your WSS 3.0 and MOSS 2007 environments (the same is true for SharePoint Designer 2010 and SharePoint 2010).
One of the requirements for my project is to display documents from two different SharePoint Document Libraries in one view and have the documents displayed in a specific way. The content is to be displayed in the table view as follows:

Document Icon Name Title Modified Date

To filter the list of items in the Data View, first I setup the Data View to display the content like I wanted. Then, selecting the Common Data View Tasks drop-down (as shown below), I selected the Filter: option.

tasks

The expression is pretty involved, but I cheated a little by using the Filter Criteria option. The expression I started off with was Modified Is Greater or Equal To [Current Date], as shown below.

basicexpress

I then selected the Advanced button (shown on the picture above) and I was presented with the advanced expression being used by the builder. I added “- 30” without the quotes to the expression.

expressionbuilder2

The whole expression ended up being the one shown below:
[number(translate(substring-before(@Modified,’T’),’-‘,”)) >= number(translate(substring-before($Today,’T’),’-‘,”)) -30]

Custom Column Data Display Names Using a Data View Web Part (series part 2)

Data Views can be a very powerful tool when using SharePoint Designer 2007 in designing pages in your WSS 3.0 and MOSS 2007 environments (the same is true for SharePoint Designer 2010 and SharePoint 2010).
One of the requirements for my project is to display documents from two different SharePoint Document Libraries in one view and have the documents displayed in a specific way. The content is to be displayed in the table view as follows:

Document Icon Name Title Modified Date

To show the name without the file extension, I added the Name field to the table, then converted the value to a Hyperlink. I then made the hyperlink value point to the file using @FileRef.

To remove the extension from the display, I built the display value using two different expressions, as shown below:
substring-before(string(@FileLeafRef), ‘.’)

full

Working from the inside out, ‘string’ converts the filename variable into a string so the next expression can work with the value. ‘Substring-before’ accepts two variables: the data value and what character to look at for stopping (which is the period ‘.’).

So, the full URL looks like: <a href=”{@FileRef}”><xsl:value-of select=”substring-before(string(@FileLeafRef), ‘.’)” /></a>

Custom Document Icon Using a Data View Web Part (series part 1)

Data Views can be a very powerful tool when using SharePoint Designer 2007 in designing pages in your WSS 3.0 and MOSS 2007 environments (the same is true for SharePoint Designer 2010 and SharePoint 2010).
One of the requirements for my project is to display documents from two different SharePoint Document Libraries in one view and have the documents displayed in a specific way. The content is to be displayed in the table view as follows:

Document Icon Name Title Modified Date

To show the Document Icon, I added the DocIcon field to the table, then converted the value to a Hyperlink. I then made the hyperlink value point to the file using @FileRef.
To point the DocIcon (which has a value of ‘PDF’, since all my documents were PDFs) link to the correct picture, I pointed to a pdf picture (pdf.gif) on my site. You could do this several ways, but I just put a PDF icon in a ‘system’ document library on my site. I also wanted to make my solution work if it was later decided to add documents to the displayed libraries that were a different type other than PDF.

So, in the hyperlink, I used the @DocIcon field in the src value:
src=”/site/system/{@DocIcon}.gif width =”17” height=”17”

A couple things to note about the link above: 1) it assumes all the images will be gifs and will reside in the same document library and 2) the images are all shown with 17 pixel width and height.

So, the full URL looks like: <a href=”{@FileRef}”><img border=”0” src=”/site/system/{@DocIcon}.gif width =”17” height=”17” /></a>