Posts

Showing posts from April, 2012

How to copy SharePoint list workflow

Image
We often face a situation where we need to copy a big workflow from list or library to another list or library. This situation can be avoided if we have created the workflow as reusable workflow. So in this article I will explain in simple steps on how to copy a list workflow to another workflow using SharePoint designer. Using this method we can copy workflow across site collections are web applications.

For this we have the following List Name Workflow Name List 1 List Workflow 1 List 2 List Workflow 2 (Copied from the worlflow1)
Step 1) We have the list 1 with list workflow 1 to be copied to list workflow 2.
Step 2) Now create a list workflow 2 , in list 2 with one condition plus once activity and save it. In our example I have used a condition and sending email to current user. This is used to create the Xoml rules for the list workflow 2

Step 3) Now in the side of navigation click All Files

Step 4) In all files click the Workflows

Step 5) Open the List workflow 1 and also repeat t…

Make fields read only for selected users in InfoPath

Image
Step 1)

Create an empty task list
Step 2)
To make our custom changes to the tasks list we need to customize the InfoPath. To customize the form, go to the Ribbon menu, click the List > Customize form  

Tasks list InfoPath form opens up in InfoPath designer Step 3)
Create two fields namely Initiator (To get the initiator of the form) and Hidden assignee (To get the assigned person)
Step 4)
To add the created by date to the initiator use username () function in the fx of the field.
Step 5)
Add the assignee account id in the fx of the hidden assignee field.



Step 6)
Apply the below formatting rules to make the required fields editable only for the initiator Create a formatting rule on the selected field with condition If the Initiator does not contains the username () à Disable the field.

Step 7)
Apply the below formatting rules to make the required fields editable only for the assignee Create a formatting rule on the selected field with condition If the Hidden assignee does n…