Slinger's Thoughts

November 1, 2010

Custom Properties of SharePoint Designer Workflow Conditions and Actions

Filed under: 2010, SharePoint, SharePoint Designer, Workflow — Tags: , , — slingeronline @ 8:08 am

Like I had stated last week, I was going to provide a list of all of the custom properties that could be edited with SharePoint Designer 2010. Took me a little bit to figure out how I wanted to format the list, but I think this will work.  I thought about adding an example for each workflow property I found, but quickly realized that instead of a blog post, I would be writing a book if I did so. If there is not a custom property that can be set that is not available in the regular Workflow Builder interface, I didn’t include it here, since there really isn’t a reason to.

 

I kind of thought there might be more than what I found, but with 3rd party workflow additions like Nintex’s and K2’s solutions, I guess there may not have been much need.  It might also be worth noting that many of the workflow actions that were included in the Useful Activities for SharePoint Designer Workflows solution on Codeplex, are included by default in SharePoint Designer 2010.  It kind of goes without saying, that although SharePoint designer workflows are pretty convenient and powerful, they are no match for a developer with workflow experience. 

Conditions

  • Common Conditions
    • If Current Field Item Equals Value
      • Under Parameters for “[this test]” property, you can select more operators than just “equals” or “not equals”
        • equals, not equals, is greater than, is greater than or equal to, is less than, is less than or equal to, is empty, is not empty, begins with, does not begin with, ends with, does not end with, contains, does not contain, matches regular expression, equals (ignoring case), contains (ignoring case), equals (ignoring time)

Actions

  • Core Actions
    • Log to History List
      • Under UserId you can select a different value to enter in this field. (Not sure why it doesn’t present you with a people picker dialog instead of a field selection dialog.)
      • Under EventId you can select a different value for the comment added to the workflow history list besides “Workflow Comment.”
        • None, Workflow Initiated, Workflow Completed, Workflow Cancelled, Workflow Deleted, Task Created, Task Completed, Task Modified, Task Rolled Back, Task Deleted, Workflow Error
      • Under History Outcome you can enter just about any value you want using a field selection dialog or dynamic string builder
    • Send an Email
      • Under BCC you can add any users that you would like the e-mail BCC’d to. (In SharePoint 2007 we had to do that as described in this post; How To- BCC in SharePoint Workflow Email. This is much easier now.)
  • Document Set Actions
    • Send Document Set to Repository
      • Under Action, instead of the default drop down list, of “Move,” “Copy,” or “Move and Leave a Link",” you are presented with a field selection dialog. Not sure how that would be implemented.
    • Start Document Set Approval Process
      • The properties for this allow you to change every aspect of the Approval Workflow that this would trigger.
  • List Actions
    • Copy List Item
      • Under Overwrite, you can select whether a copied item overwrites an existing item in the destination list, or creates a new item with a unique name.
    • Create List Item
      • Under Overwrite, you can select whether the new item overwrites an existing item in the destination list, or creates a new item with a unique name.
    • Wait for Field Change in Current Item
      • Under Parameters for “[this test]” property, you can select more operators than just “equals” or “not equals”
        • equals, not equals, is greater than, is greater than or equal to, is less than, is less than or equal to, is empty, is not empty, begins with, does not begin with, ends with, does not end with, contains, does not contain, matches regular expression, equals (ignoring case), contains (ignoring case), equals (ignoring time)
  • Relational Actions
    • Lookup Manager of a User
      • Under Parameters for “[manager]” you can select a few alternate values. If you change the default value, it is not listed as an option so in order to return to the default value, you will need to remove and then add this action again.
        • Attachments, Body, Content Type ID, Expires, Title
  • Task Actions
    • Start Approval Process
      • The properties for this allow you to change every aspect of the Approval Workflow that this would trigger.
    • Start Custom Task Process
      • The properties for this allow you to change every aspect of the Task Workflow that this would trigger.
    • Start Feedback Process
      • The properties for this allow you to change every aspect of the Feedback Workflow that this would trigger.

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