Workflow

Add a SharePoint Designer Workflow Email BCC Recipient

One of the most common Actions used in SharePoint Designer custom workflows is “Send an Email.” This Action allows you to specify recipients, subject lines, and the email body with combinations of text and dynamic content. One desired feature that seems to have been left out, however, is the ability to send a blind carbon copy (BCC) to a recipient. There seems to be no BCC option in th... »

Video: How to Create a Custom Task Notification with a SharePoint Designer 2010 Workflow

Two years ago I wrote a blog post about How to Create a Detailed Custom Task Notification with a SharePoint Designer Workflow. That blog post provided step-by-step instructions and screenshots for doing this in SharePoint 2007. I received a lot of questions asking for more information explaining the steps. Back in December I finally decided to record a video of showing how to do this same thing in... »

What Replaced the Build Dynamic String Workflow Activity in SharePoint Designer 2010?

One of the SharePoint Designer workflow activities I use most in SharePoint 2007 is Build Dynamic String. It is a very convenient way to create a customized string of dynamic text that I can then use and re-use for email subject lines, descriptions, task titles, and all sorts of things. Unfortunately, Microsoft made the decision to disable the Build Dynamic String workflow activity in SharePoint 2... »

How to Add and Subtract Hours and Minutes from Date and Time Fields in SharePoint Lists

I recently needed to write a SharePoint Designer workflow to send a reminder email 12-hours before the end of a multiple-day event. It’s easy to use the Pause Until Date activity to pause until the necessary time, but it’s not so obvious how to calculate the date and time ithe workflow needs to pause until. The easiest way to calculate the Pause Until date and time was to create it as a calcul... »

Create a Detailed Custom Task Notification with a SharePoint Designer Workflow

Update June 6, 2012: If you would like to know how to do this in SharePoint 2010, click here for a video tutorial. It seems that few SharePoint users are happy with the out-of-the box task notifications. While they serve their purpose, we often want highly customized emails that contain more information about the task. I recently created a workflow that used the Collect Data from a User activity. ... »

Use Multiple Selection Columns in Calculated Fields

I recently had a need to create a hyperlink in a custom list and the hyperlink needed to contain parameters that came from a Choice type column that allowed multiple selections. I’m very comfortable using Excel’s string functions (LEFT, RIGHT, MID, LEN, and FIND) to parse strings and I’ve done so many times. However, when I tried to write a formula using the Multiple Selection field, I got a... »

InfoPath Form with Multiple, Dynamic Approvers

A question came in to the MOSS Help and How To forum about creating a form that allowed multiple approvers to be specified at the time the form is being filled out. I went ahead and created a form in InfoPath and a simple workflow in SharePoint Designer to allow the selection of the approvers and assign tasks for the approvers. It is a simple form and workflow both. For production you would want a... »

Use SharePoint Lists to Create a Filtered Drop Down in InfoPath 2007

While teaching our online class on InfoPath and SharePoint Designer Workflows (Essentials of InfoPath and SharePoint Workflows), I was asked about using SharePoint list data to populate InfoPath drop-down list controls and filtering a list control based on the selection of another drop-down. Goal: To create an InfoPath form that includes two drop down lists populated from an external source (Share... »