Workflow Essentials

Videos

Workflow Essentials for SharePoint

Nearly all organizations which implement SharePoint® seek to automate business processes by taking advantage of its workflow capabilities. Many of these same companies quickly discover that although the plumbing is there to create robust workflows in SharePoint Designer, more tools are needed to effectively automate their processes. At that point a few options come to mind: companies can either pay programmers to author custom workflow activities, or they can purchase an expensive third party add-on for workflow. As a welcomed alternative, SharePoint Solutions' Workflow Essentials now provides you with a proven reliable, less expensive way to augment SharePoint Designer's workflow capabilities.

Workflow Essentials is a suite of activities and conditions that will enable you to create effective, useful Designer workflows in SharePoint. SharePoint Solutions' experts have spent thousands of hours consulting for companies with workflow requirements similar to yours. Our instructors have taught hundreds of students how to better leverage SharePoint workflows for process automation. By working with our customers and students to understand their business needs, we have developed a SharePoint add-on product containing custom workflow activities and conditions that you will find indispensable.

Workflow Essentials installs to your SharePoint server and provides several new activities and conditions for you to use on the design surface of Workflow Designer in SharePoint Designer. There is no additional workflow design application for you to install or learn, you simply continue using the familiar SharePoint Designer interface for creating your workflows. With Workflow Essentials installed, you'll have more than two dozen additional activities and conditions from which to choose from. These activities will allow your workflows to create SharePoint sites; move and copy list items; query user properties from both SharePoint and Active Directory; send e-mail attachments; manipulate item permissions; and much more.

Empower your SharePoint Designer workflows for a fraction of the cost of other solutions with Workflow Essentials by SharePoint Solutions.

Fact Sheet: Workflow Essentials Workflow Essentials contains custom workflow activities and conditions for SharePoint that you will find indispensable.
With Workflow Essentials installed, you'll have over two dozen additional activities and conditions to choose from. These activities will allow your SharePoint Designer workflows to create SharePoint sites, move and copy list items, query user properties from both SharePoint and Active Directory, send e-mail attachments, manipulate item permissions, and much more.
Activity: Add SharePoint Group
The purpose of this activity is to add a new SharePoint group to a site.	Watch Video
	Documentation
Activity: Add User to SharePoint Group
The purpose of this activity is to add a SharePoint user to a specified SharePoint group.	Watch Video
	Documentation
Activity: Convert String to Date
The purpose of this activity is to convert a string value to a Date/Time variable.	Watch Video
	Documentation
Activity: Copy List Item Extended
The purpose of this activity is to copy or move an item from one SharePoint list to another.	Watch Video
	Documentation
Activity: Create Site
The purpose of this activity is to create a new SharePoint site.	Watch Video
	Documentation
Activity: Delete Item Permission Assignment
The purpose of this activity is to remove a permission assignment from a SharePoint item for a specified user.	Watch Video
	Documentation
Activity: FTP Upload Item
The purpose of this activity is to upload a file from a SharePoint list to an FTP server folder.	Watch Video
	Documentation
Activity: Function With Query
The purpose of this activity is to perform an arithmetic function on a distribution of values obtained from a numeric column in a list. The list can be filtered with a CAML query in order to perform arithmetic on only a subset of rows. The arithmetic functions for this activity include count, sum, average, minimum, maximum and standard deviation.	Watch Video
	Documentation
Activity: Get Site User Property
The purpose of this activity is to retrieve the value of a given property for a site user and place the value into an output variable.	Watch Video
	Documentation
Activity: Get User Department
The purpose of this activity is to retrieve a specified user's department property from Active Directory.	Watch Video
	Documentation
Activity: Get User Display Name
The purpose of this activity is to retrieve a specified user's display name property from Active Directory.	Watch Video
	Documentation
Activity: Get User Manager
The purpose of this activity is to retrieve a specified user's manager property from Active Directory.	Watch Video
	Documentation
Activity: Get User Title
The purpose of this activity is to retrieve a specified user's title property from Active Directory.	Watch Video
	Documentation
Activity: Grant Permission on Item
The purpose of this activity is to grant permissions for a SharePoint item to a specified user.	Watch Video
	Documentation
Activity: Loop Through List Items
The purpose of this activity is to loop through all items in the current list and set the value of a column for each list item to a new value.	Watch Video
	Documentation
Activity: Reset Item Permissions Inheritance
The purpose of this activity is to reset a SharePoint item's permission inheritance to match that of its parent.	Watch Video
	Documentation
Activity: RSS Feed
The purpose of this activity is to fetch an RSS feed.	Documentation
Activity: Send E-mail Extended
The purpose of this activity is to send an e-mail message.	Watch Video
	Documentation
Activity: Send E-mail with HTTP File Attachment
The purpose of this activity is to send an e-mail message with an attachment from a specified URL location.	Watch Video
	Documentation
Activity: Send E-mail with List Item Attachment
The purpose of this activity is to send an e-mail message with one or more attachments from a SharePoint list item.	Watch Video
	Documentation
Activity: Start Another Workflow
The purpose of this activity is to start another pre-existing workflow.	Watch Video
	Documentation
Activity: Text Capture
The purpose of this activity is to capture a portion of text from a larger text.	Watch Video
	Documentation
Activity: Text Replace
The purpose of this activity is to replace a portion of text in a larger text.	Watch Video
	Documentation
Activity: Text Validate
The purpose of this activity is to validate that a text matches a specified pattern.	Watch Video
	Documentation