Wednesday, May 05, 2004 10:57 PM Jan Tielens

Workflow Lite For SharePoint Installation Video & Config Docs

To install the Workflow Lite For SharePoint event handler, you need to complete following steps, which are described in more detail in the ReadMe.txt file that’s included in the beta release:

  • Enable SharePoint Event Handlers
  • Deploy the workflow assembly to the GAC
  • Extract and modify the config file
  • Configure settings
  • Enable the Event Handler for a Document Library

I’ve also created a video that shows each installation step and creates a simple example. Probably the most tricky part is modifying the configuration XML file. A very basic example of such a configuration file could contain following XML:

<ns0:WorkflowConfiguration xmlns:ns0="http://Leadit.SharePoint.Workflow/WorkflowConfiguration">
  <ns0:WorkflowStage DocumentLibraryURL="
http://localhost:8000/workflowinstall/Drop">
    <ns0:Description>Drop</ns0:Description>
    <ns0:Properties>
      <ns0:Property Name="Status">
        <ns0:Triggers>
          <ns0:Trigger PropertyValue="Ready">
            <ns0:Actions>
              <ns0:Action Type="COPY" Parameter1="Destination"
                  
Parameter2="" Parameter3="" />
              <ns0:Action Type="DELETESOURCE" Parameter1="" 
                   Parameter2="" Parameter3="" />
            </ns0:Actions>
          </ns0:Trigger>
        </ns0:Triggers>
      </ns0:Property>
    </ns0:Properties>
  </ns0:WorkflowStage>
</ns0:WorkflowConfiguration>

Schematic:

A configuration file contains one or more WorkflowStage nodes, each node corresponds to a stage in the workflow process, so a SharePoint document library corresponds to a WorkflowStage. The DocumentLibraryURL tag sets the location of the document library for which it should work, the Description tag is descriptive only. A WorkflowStage node can contain one or more Property nodes, contained in the Properties tag. A Property node corresponds with a field of the document library which will be used by the workflow process. The Name attribute of the Property tag should contain the name of that document library field. Each Property node can contain one or more Trigger nodes, contained in the Triggers tag. A Trigger node corresponds with a specific value of the document library field, which should be specified in the PropertyValue attribute. Finally a Trigger node can contain one or more Action nodes, contained in the Actions tag. An Action node corresponds with an action that the workflow process should execute. Each Action node has a specific type, and three optional parameter values. Here’s a list of the Action types that are currently implemented:

  • <ns0:Action Type="COPY" Parameter1="Destination" Parameter2="" Parameter3="" />
    Copies the document library item to another document library
    Parameter1: name of the destination document library
    Parameter 2 and 3: not used
  • <ns0:Action Type="SETFIELDVALUE" Parameter1="Field" Parameter2="Value" Parameter3="" />
    Sets the value of a specific field of the document library item to the specified value. The value can be any string which can contain references to other fields:
    {FIELD:field} the value of field from the originating document library item
    {NEWLINE} a new line
    {NOW} current timestamp
    Example: “Comments of reviewer: {FIELD:Comments}
  • <ns0:Action Type="DELETESOURCE" Parameter1="" Parameter2="" Parameter3="" />
    Deletes the originating document library item.
    No parameters used
  • <ns0:Action Type="CREATEEVENTITEM" Parameter1="Eventlog" Parameter2="type" Parameter3="comments" />
    Creates an eventlog item in the specified SharePoint list.
    Parameter 1: name of the SharePoint list
    Parameter 2: type of the event
    Parameter 3: comments, can contain references (see SETFIELDVALUE)
    The event list should contain following fields: Title (text), Event (text), Initiator (lookup, user information), Comments (multiple lines of text)
Filed under:

Comments

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Thursday, May 06, 2004 12:52 PM by EROL

Great, thanks, EROL

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Thursday, May 06, 2004 5:15 PM by Amanda.Murphy

Great job again Jan!! I really like how much attention you pay to the installation instructions...this is an important piece that can often be easily overlooked. Way 2 Go!!

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Friday, May 07, 2004 2:43 PM by Scott Hannan

First, let me say this looks great!

I see a lot of workflow stuff out there, and it always seems centered around Document Libraries. Is it not possible to create a default or custom list and do workflow also?

Also, non-related question, but maybe someone could answer it. Our alerts in Sharepoint show the list item title, except when we use an Issues list, then it says Item ID. Can't find any info on the net anywhere. Any idea why?

Thanks,
Scott Hannan
Ava.nu Media
srh@ava.nu

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Monday, May 10, 2004 7:07 AM by Jan

Scott, at this point SharePoint does not support to handle events of lists, so you can't do workflow scenarios like this. But I heard event handlers will be available for lists too, in a next version of SharePoint.

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Friday, May 14, 2004 4:42 AM by alienX

Great !

Very usefull thing.
Can we take part in your project?

Dmitry Smykalov
IT Manager
Russia
alienX@mail.ru

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Friday, May 14, 2004 11:38 PM by Toan

Dear Jan,

I'm a newbie in WSS. I'm studying the Workflow Lite and have some problems with:
<ns0:Action Type="CREATEEVENTITEM" Parameter1="Eventlog" Parameter2="type" Parameter3="comments" />

Could you pls help?

To be honest, I don't understand the work of
Action Type="CREATEEVENTITEM", esp Parameter1 and Parameter2.

With Parameter1, in my opinion, it's the name of the Event Webpart in the page. E.g: I add a Event webpart to a page and rename it to "MyEvent". Then I assign this to Parameter1 like this: Parameter1="MyEvent". Is it correct?
I read the sample.xml file and see that the event type can be:
-Document approval declined
-Document submitted for review
-Document approval accepted

So where does these types come from?

Many thanks,
Toan.

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Tuesday, May 18, 2004 7:39 PM by ck

I have a question, is it possible to trigger an action after a few "Property names" have change? Like if I want 3 people to "Sign off" on a doc before moving it to a new library and I have 3 different columns set that need to be checked. Is that possible? Thanks a lot man this is great...

Chris (christiankelly(at)gmail.com)

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Thursday, May 20, 2004 2:33 AM by Eugene R.

Hi Jan!

I'm also a newbie in Sharepoint. I tried using your Workflow Lite and followed your installion instructions exactly. But when I went to the step where I will enable the event handlers for my document library, there was an error. As seen in your video, I copied the assembly name and the class name in the readme.txt and paste it on the Assembly Name field and Class Name field, respectively, on the Document Library Advanced Settings page. Please help me on this one. I badly need this thing for my work. Thanks!

Eugene

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Thursday, May 20, 2004 2:39 AM by Eugene R.

By the way, this is the error message that I got when I tried enabling the event handlers for my document library..


Could not report event for "Editing" in "Editing" because loading event handler assembly "Leadit.SharePoint.Workflow, Version=0.1.0.0, Culture=neutral, PublicKeyToken=dd064a5b12b5277a" failed. File or assembly name Leadit.SharePoint.Workflow, or one of its dependencies, was not found.


I don't what this means. I already followed all the steps in the installation instruction, except that I didn't refresh my config settings using IISRESET (as said in the instructions) because I don't know how to. Could that be why I got the error?

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Thursday, May 20, 2004 4:30 AM by Jan

Christian, this is not yet possible. But it's a great idea! I'll take a look how I can implement it.

Eugene, I've send you an email with some questions.

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Thursday, May 20, 2004 6:24 AM by SS

Not able to use it ..please help ..did all steps but don't know what to set in sample.xml and where?I have my own document library name and document names.

# Workflow Lite For SharePoint Beta Available

Friday, May 21, 2004 9:57 PM by TrackBack

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Sunday, May 23, 2004 12:55 PM by Serge van den Oever

Hi Jan,

Great work! Also the video's you produce are very good, now you can see directly what you envisioned.

I have some questions:

1. Why do you use the parameter1, parameter2, ... construct, why not have the amount of parameters as needed or is this to have a simple schema? Wouldn't it be beter to have separate tags for the different actions?

2. Is it possible to extend the functionality to add an entry to any list in any site, and to any listing in any portal area? Would be great to set any property in those lists/listings to any area.

3. Is it possible to make an action that calls a function in an assembly? Would be great if you could specify for example the assembly, the class implementing a defined interface, and in this class a standard function to be called, and finally two parameters: the url of the source document and a string constructed with the field replacements you already defined. This would give infinite possibilities!

4. Could you make the sourcecode available? We could help you in implementing additional features!!

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Sunday, May 23, 2004 1:08 PM by Serge van den Oever

Jan, I had to read further in other posts before posting my questions!!! You already wrote that you will make the sourcecode available! Great!

In question 3 above I mean the implementation as done by kaneboy. Would be a great addition, although it is easiest to modify things in the XML instead of having to write code!

# re: Workflow Lite For SharePoint Installation Video & Config Docs

Friday, August 18, 2006 1:01 PM by Sid

Jan,

Firstly just to say great work, a very useful tool. However, I appear to be having problems copying files from a document library in a meeting workspace to a new location. I suspect the problem is due to the root folder of a document library within a meeting workspace being within a subfolder labelled "1". Is there anyway round this?

# re: Workflow Lite For SharePoint Installation Video & Config Docs

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# re: Workflow Lite For SharePoint Installation Video & Config Docs

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# re: Workflow Lite For SharePoint Installation Video & Config Docs

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# [WSS] Plusieurs Approbateurs | hilpers

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