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Entries for 'workflow'

Always Open SharePoint 2013 Tasks in Edit Mode

One of the little annoyances with SharePoint workflows is that tasks often open in a display-only mode by default, especially when you are following an email link. The extra click needed to place the task in "Edit" mode causes confusion and...


Create Site From Template using SharePoint 2013 Workflow

SharePoint sites are often created for new customers, projects, and events. While it is possible to create each new site manually, having an automated process greatly reduces user training and effort. In previous versions of SharePoint, creating s...


Fix SharePoint 2013 Distributed Cache Timeouts

SharePoint 2013 uses the AppFabric Caching Service to centralize all caches that are used by SharePoint. The distributed cache is used by many features including Authentication, Newsfeed, Security, Page Loading, Workflows, and more. While Microsoft c...


Building Workflows with New Features of SharePoint 2013

What is different between the SharePoint 2010 and 2013 workflow engines?  Here are a few new features we find most relevant to our clients.  With the 2013 designer, we can now:  Query almost anything:   The addi...


Copying and Moving SharePoint 2010 Designer Workflows

Anyone that has worked with SharePoint 2010 workflows knows what a valuable tool they can be for a variety of tasks. However, list workflows in particular suffer from a reusability problem. While site and reusable workflows are by design (a...


Automatically Create a Site Using SharePoint Designer Workflow

In the event that a site needs to be created when an item is added to a list, users are able to manually create the site from the out-of-the-box templates or even a customized template if one has been created. To avoid users having to perform th...


SharePoint Designer Workflow Mysteries: Why Your Changes Won't Take Effect

I recently encountered an error in SharePoint Designer without a lot of documented information available and wanted to share my workaround with others who may be experiencing it. The bug occurs when attempting a spe...


Manage your Sales Process using SharePoint Workflows

Imagine you are a business that has leads coming in, but you don't have any processes defined to track these opportunities. Tasks may fall off the radar and become missed opportunities which means a loss of revenue and profit ...


Open a Popup Window from a SharePoint Web Part

Recently as I was creating a SharePoint web part for a DMC client I ran across a problem which really stumped me. At first, I thought what I had was an easy problem to solve: how does one open a popup window from C# in a web part? I did a lot of rese...


Choosing the Right SharePoint Development Environment

When developing a SharePoint solution, there are many choices of development environments to get the job done, but they are not all equal. Once you’ve figured out the purpose of the page, how many web-parts are required for that purpose, and...


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