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Version History

September 24, 2015, 7:48 am
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Is there a way to show Version Histories in the Workflow History and we would like to extend the retention of our workflow history because it is important to see who approved the versions and made the changes over the history of the file.

Ron Johnson Systems Administrator Michigan State University Federal Credit Union Office – (517) 333-2391 ron.johnson@msufcu.org WWW.MSUFCU.ORG

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2013 Workflow used with a 2010 InfoPath form

September 24, 2015, 9:25 am
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Description of work: Someone submits a request through a form. A notification via e-mail goes to the next person who reviews the form, adds additional information then submits the appended form to the next person etc. At each point of submitting the form, there are rules applied to the submit button that sets fields to text and boolean values. I have set up a test form and workflow which work exactly as expected no problems. When I duplicate the same workflow on the "production form" the first works and sends out the email and even though when I look at the form library and can see the field change due to pushing the button, it never transitions to the next stage. I'll screen shot the test workflow then the production workflow. When I look at the history list for the workflow it shows all the points I put a log point in.  Each transition to the next stage starts with a "Wait for field to equal value" I set a text value here that gets set the the person pushes the button  at the bottom of the form. With regard to permissions, on the test site I'm a collection admin whereas on the production site I have full control over the form library.  

Here is the screen shot of the test workflow which works  First the workflow start conditions the the test workflow then the workflow that stops after 1st stage completion.





 

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Info Path Text Rotation

September 24, 2015, 11:36 am
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InforPath 2013 / SharePoint 2013 - I am trying to recreate a RCAI chart from an Excel file - the first column has the activities (with the first two rows blank), the first row - 2nd through 20th column has individual names - 2nd row 2nd through 20th column has the Positions - For every activity there is a R (Responsible), A (Accountable) C ... - for each activity and Person or Position - I am trying to rotate the Person and Position Text 90 degrees counter clockwise - is there a solution to solve this issue?
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Submit InfoPath Browser Form Data to SharePoint Online List

September 24, 2015, 11:44 am
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I have a form using a Form library in SharePoint Online and InfoPath 2013.  I have certain data that needs to be submitted to a separate SharePoint List on the same site where my form is submitted. In previous On-Prem scenarios, I would use the CAML Batch method to submit data to that data to the list, highlighted here: http://blogs.msdn.com/b/infopath/archive/2007/03/26/submitting-to-a-sharepoint-list.aspx

In order to make this work for browser forms, I would then need to save the data connection to a Data connection library and change the UDC:Authentication to use a SSO Application ID that is mapped to credentials which have contribute access on that particular list, a procedure that is described here: http://blogs.technet.com/b/rajbugga/archive/2013/08/07/infopath-over-claims-authentication-sharepoint-2010-amp-2013.aspx#pi47623=2
udc:Authentication><udc:SSO AppId='MyApplicationID' CredentialType='NTLM' /></udc:Authentication>

When I try to use this same method in SharePoint Online, however, I can't seem to get the process to work.  Every time I try to submit the data using the lists web service, I get an error with a correlation ID (which I can't lookup because it's SharePoint Online) and a Log ID of 5567. 

If I open the form using InfoPath filler, the submission works perfect, so I know that I've configured the web service submit data source correctly.  It just seems that the authentication for the browser seems to break, and my usual method doesn't work.  My guess is that either the credential type is wrong, or I'm entering the credentials into the secure store application id in a wrong format (UPN as Windows username and password=password).  Are there special considerations when doing this process in SharePoint Online vs. SharePoint On-Prem?

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How to create forms for mandatory data input

September 24, 2015, 11:54 am
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When uploading a document I need to make sure that the user inputs the information on required fields
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"Unable to display web part" error for XSLT web parts (intermittent issue and NOT related to XSLT timeout setting)

February 26, 2013, 10:39 am
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We have a handful of XSLT web parts with minor customizations - literally just a few styling tweaks. These XSLT web parts worked for about a year with NO problems. We then added a new dedicated search server to the topology. After doing so, the XSLT web parts would randomly bomb out with the generic error: "Unable to display this web part". In order to fix the problem, we have to open the site page in Designer, hit Save, and then refresh the page via the browser. Once we do that, the problem is solved and the web part works as expected - until the problem happens again and then we have to open Designer, hit Save, and then refresh the page. Repetitive cycle.

Now, before I get 100 replies about changing the XSLT timeout setting, let me tell you that this has already been done a long time ago when we were on a bad CU. By changing the timeout setting to 5 seconds, the XSLT web parts would not timeout (which was requiring the user to refresh the page). However, the current issue that I'm describing in this post isn't resolved via a simple page refresh. The web part is infinitely bombed out until we open the site page in Designer, hit Save, and then refresh the page via the browser. Additionally, we've isolated the problem such that it only happens when the new dedicated search box is in the topology. By removing the server completely, the XSLT web parts do not bomb out. Wonderful, I know.

With that being said, we know that we can remove the new server to solve the problem, but we need the new server in the topology. We have also re-imaged the server multiple times - and the new server also has the same patch-level and updates as the other four servers in the topology. The only other thing we can think to do at this point is to disable the Microsoft SharePoint Foundation Workflow Timer Service on the new server as we think maybe there is a timer job that is doing something nasty to the site pages where the XSLT web parts live. Also keep in mind that this issue is very much intermittent and is not consistent in nature (i.e. no specific time that this happens and not the same web parts bomb each time).

This is about all the info I have at this point. Any input is appreciated.

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Exception of type 'Microsoft.SharePoint.SoapServer.SoapServerException' was thrown

September 4, 2015, 12:52 pm
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We have a document that we upload to a library with no problems. However, when we go to open it after it has been uploaded we get this error that says:

The query cannot be run for the following DataObject: list_abaed72d-a85e-4341-b8db-e1c5b77c7e53
Document Information Panel cannot run the specified query.
The SOAP response indicates that an error occurred on the server:

Exception of type 'Microsoft.SharePoint.SoapServer.SoapServerException' was thrown.
<detail><errorstring xmlns="http://schemas.microsoft.com/sharepoint/soap/">
    List does not exist.
    The page you selected contains a list that does not exist.  It may have been deleted by another user.
    </errorstring><errorcode xmlns="0x82000006</errorcode></detail">http://schemas.microsoft.com/sharepoint/soap/">0x82000006</errorcode></detail>

Ron Johnson Systems Administrator Michigan State University Federal Credit Union Office – (517) 333-2391 ron.johnson@msufcu.org WWW.MSUFCU.ORG

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Was to make a view page the default home page?

September 24, 2015, 11:38 am
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Is there a way in Designer 2013 to set a view page as the default home page?  I do not see "Set as Homepage" available in this context.

There are no mistakes; every result tells you something of value about what you are trying to accomplish.

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Modified home page provides visitors with a way to revert to original template

September 24, 2015, 10:00 am
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On the home page for a site, I have embedded a web part that displays a list.  The list gets its data from a webservice so I don't want people to be able to create new item.  Using Designer, I have added css to the page file (home.aspx) to hide the addnew bar.  The problem is that when users visit the page it gave the ability to revert to the original template. That seems crazy to me Why would I want to give users that ability? Is there a way to not make that yellow bar appear?  if not, what are my other options for modifying this page?

There are no mistakes; every result tells you something of value about what you are trying to accomplish.

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SPD 2007 and SPD 2013 on the same machine

September 24, 2015, 10:08 am
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Can SPD 2007 and SPD 2013 work on the same machine? I have a user with 2 profiles: 1 for SharePoint 2007 on-premise and the 2nd profile for SharePoint 2013/O365. He has been using SPD 2007 for several years and now wants to experiment with O365. He installed SPD 2013 but can't log in. SPD 2013 is using his on-premise account by default. In SPD 2013, I had him to go Account-->Sign out or Switch Account and neither works. They both give him the "We can't remove Windows accounts" error. He needs to log into SPD 2007 with is on premise account and into SPD 2013 with his O365 account. Is this possible? How does he get around the error? Thanks
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Adding Consolidated Comments or fields from form to the Approval Form

September 24, 2015, 7:43 am
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Is there a way to add Consolidated Comments or fields from form to the Approval Form in the SharePoint Design 2013 Approval Process Workflows?

Ron Johnson Systems Administrator Michigan State University Federal Credit Union Office – (517) 333-2391 ron.johnson@msufcu.org WWW.MSUFCU.ORG

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Problem with Consolidated comments only showing one person's comments

September 24, 2015, 7:50 am
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We have an Approval Process Workflow in place and it works fine but, if we have two approvers and they approve a document the Consolidated Comments Field only shows one of their comments. Is there a setting to change this?

Ron Johnson Systems Administrator Michigan State University Federal Credit Union Office – (517) 333-2391 ron.johnson@msufcu.org WWW.MSUFCU.ORG

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Adding columns to the Workflow History View

September 24, 2015, 7:19 am
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I have an Approval Process and workflow and was wondering if there is a way to add more columns to the workflow history view. When a user clicks on "View Workflow History" it takes them to a page where they can see the workflow history view but we would like to add consolidated comments or other columns to the view. Is this possible.

Ron Johnson Systems Administrator Michigan State University Federal Credit Union Office – (517) 333-2391 ron.johnson@msufcu.org WWW.MSUFCU.ORG

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Workflow lookup returning multiple values.

September 25, 2015, 4:24 am
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Hi, I am trying to get multiple values back from a list in a workflow lookup.

Perhaps I am going about this the wrong way, but I have created a list in sharepoint where I have a 'User' and a 'Usertype' column, I have multiple User Types, e.g:

User      UserType
UserA    Approver 1
UserB    Approver 1
UserC    Approver 2
UserD    Approver 2

Now, in the first stage of my workflow I want to start a task process with all of the 'Approver 1' users, wait for one of them to approve or reject the request and then do the same for the list of 'Approver 2' people.

But when I use a lookup, it only returns the first user where UserType='Approver 1', so how should I go about getting all of the users that I want to include in that task?

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Get user AD login name from the User profile service in a sharePoint workflow

September 24, 2015, 8:14 am
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Hello,

Is there a way to get the login name from the user profile service in a SharePoint workflow? By login name i mean the 'steadd' part from 'i:0#.w|domainname\steadd' which is what the Login Name currently returns.

Thanks in advance

Duane

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Hidden columns in SPD workflows

July 21, 2015, 1:29 pm
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The definition of a hidden column is the column is not shown in any of the forms.

Why a hidden column is not seen in a Designer workflow or a view? Is there any setting to change it? 

I don't need to see certain fields in the forms, but I really need to manipulate them somehow (not talking about code) in SPD workflows and views.

Any ideas?



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Add Data Connection File to SharePoint Site for InfoPath to Use To Search All Documents

September 25, 2015, 8:18 am
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Hi

We're using SharePoint Online and would like to create an InfoPath form that would query for all documents located on the site (and the sites beneath it) that have an Expiration Date (Compliance Details - Scheduled Occurrence Date) less than Today+30.  I know how to create the data connection library, but I don't know how to create the data connection file that I need for this query.  Once connected to the InfoPath form, I would like to have this query populate a repeating table with a listing of those documents.

Any help would be appreciated.  Thanks!

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Approval Workflow only sends to one person to start Approval Process

September 25, 2015, 11:53 am
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I have an Approval Workflow only sends to one person to start Approval Process even though the field allows multiple people and is set for parallel approval. I am trying to have two people approve or reject the document. Workflow only says it was sent to one person.

Ron Johnson Systems Administrator Michigan State University Federal Credit Union Office – (517) 333-2391 ron.johnson@msufcu.org WWW.MSUFCU.ORG

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General Sharepoint and Sharepoint Designer questions

September 25, 2015, 1:02 pm
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I'll try to be brief but will gladly provide more details if they are needed.  Can I subscribe to Sharepoint Online from home and use my downloaded copy of Sharepoint Designer 2013 to create an app?  I have access to Office 365 through the college where I am taking an online course - not a Sharepoint class or anything related.  
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SharePoint: Conditional Formatting - Color Coding

February 12, 2014, 9:36 pm
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I only have a month's worth of experience with SharePoint, so I'm still a beginner here.

I have a custom SharePoint (2013) list which holds records of contracts' details. I need the records to be color coded, so when a contract expires, the font of the entire record turns red.

Now, I know there is no design view in SharePoint Designer 2013 and that it's backward compatible with SPD 2010. However, whenever I access the default view (All Items.aspx) of the list using SPD 2010 in order to customize it, nothing shows in the Design view. All I get is a "blocked" red icon. I can only access the code view.

The only way for me to access the design view is if I create a Site Page (aspx) with a view of the target list. I applied the formatting rules and set the condition IF Expiry Date = Today, SET FONT = RED". After saving, I access the Site Page itself, not the list, and all the records still retain black font.

When it comes to programming, C# is my strength. But I have no experience with creating SharePoint applications using Visual Studio. I'm also not familiar with XML, Java Script, or any other scripting language.

Why can't I access the list's design view? Why aren't the records of expired contracts red? How do I fix this issue?

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