SharePoint Development & Administration + InfoPath

The following method can be used to start a workflow at a specific time, then repeat periodically (each day). Periodic Workflow Processing (send daily email notification or reminder) A useful implementation of this technique allows you to configure workflows to run as background tasks at a specific time instead of being triggered by a user manually, or after creating or modifying a list item. This allows processing of data from SharePoint to take place during times when the SharePoint environment is not being used as well as performing tasks that take a long time to complete. For example, this method can be used to configure a looping timer workflow to run at COB each day (5:00pm) to perform calculations and processing on a list item before emailing a reminder, or details to a user associated with the list item or document. When initiated for the first time, the workflow waits until the specified time (5:00PM) before executing workflow actions. After the workflow is complete, a seconda...

Get account name of the user who initiated / triggered a workflow using OOB SharePoint Designer Activities: The ability to access the account details of the user who started a workflow in Sharepoint is not supported when developing workflow using SharePoint designer and OOB workflow activities. The User data type allows selection of the User who created the item, but not the user who initiated the workflow. Using the Modified By field will return the user who made the most recent changes to the document/list item or meta data, but may not be the user who initiated the workflow. For example, if a workflow is used to set the approval status of a list item or document with content approval enabled is initiated, the user who published a major version of the documnent (submit for approval) will be the user who initiated the workflow regardless of who made the most recent changes to the document. A number of solutions relating to this issue / limitation are available, including a workarou...

Objective To use SharePoint workflows to loop through all items in a list to perform calculations, process and update metadata values, or concatenate the value of a specific column in all list items into a single string. Background The OOB workflow actions provided by SharePoint don't allow a loop to be configured explicitly. Instead, a number of workflows can work together to create a looping affect. Another limitation of Workflows in SharePoint using SharePoint Designer (SPD) is the inability to simply test if the user who initiated the workflow is a member of a SharePoint group, or to test if the value of a field in the item which initiated the workflow is equal to the value of a specific field from any item in a separate list. For example, the OOB Approval Workflow requires that a user who is an Approver of changes to approve their own changes each time a modification is made. In many cases, Approvers are also the users who make many of the changes that require content approval...

SharePoint Forums The following page provides a comprehensive list of websites hosting popular forums relating to SharePoint. Learn how to customise, develop and administer SharePoint environments from industry experts by browsing through existing threads, or by posting a new thread if you have a question which hasn't been answered in one of the forums. All of the forums listed are free to join and contribute. Forums relate to WSS, MOSS 2007 and SharePoint 2010, and include the official Microsoft product and Technologies and other forums such as the SharePoint Development & Programming, SharePoint Setup and Administration, SharePoint Design and customisation. SharePoint Blogs The SharePoint Blogs listed on the page are predominantly SharePoint MVPs, with years of experience, and many useful articles, tips and tutorials to help when customising, developing and administering SharePoint. SharePoint Groups There are many groups (newsgroups) available that contain information, an...