SharePoint Use Cases

Posts Tagged ‘workflows

Every once in a while your customer might ask you to customize permissions for a document library in such a way that authors can only change their own documents. There was no such feature for document libraries in SharePoint 2007, and the “problem” is still present in v2010. (Both versions support automatic item-level permissions OOTB [...]

07 Jul, 2009

Configure Item Level Permissions for Document Libraries

Posted by: Toni Frankola In: SharePoint

A few weeks ago Duncun commented on one of my posts: “Still hunting for the holy grail of a solution that ONLY allows users to view or edit documents they have created themselves.” The problem As you probably know, there is an item-level permissions feature that can be a solution to this problem BUT it’s only available [...]

08 Dec, 2008

CRM Accounts and Competitors

Posted by: Toni Frankola In: crm

Microsoft Dynamics 4.0 presents Accounts and Competitors as different entities. In most cases this setup might be sufficient, but sometimes an account can be a (potential) customer in one segment of your business, and a competitor in another. While working with my customer last week, this question popped up, and here is the solution to [...]

18 Nov, 2008

Send an email to workflow initator

Posted by: Toni Frankola In: SharePoint

A reader Ajay asked: I have a requirement where I need to send automatic emails to the submitter of the out of the box approval workflow once its finished. I tried to create SharePoint workflow for sending email in the item changed event, but no hit. Would be grateful if you can provide a solution [...]

08 Oct, 2007

Workflow: An error has occured in Approval

Posted by: Toni Frankola In: SharePoint

I have created a custom approval workflow in a document library. On customize workflow screen I selected the following option: [x] Update the approval status (use this workflow to control content approval) During workflow testing I was surprised when SharePoint reported the following error: “An error has occured in Approval.“ The solution for this problem [...]

01 Jul, 2007

Why users cannot edit documents during approval

Posted by: Toni Frankola In: approval|workflows

A customer of mine was playing around with Approval workflow. A problem she encountered was that some of her collagues have been unable to edit document. The only option that was visible in Word 2007 was: „Edit this task“ (figure 1). Figure 1. – Editing a task from Word 2007 interface The solution to this [...]




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Real-life use case and opinions about collaboration, CRM and web technologies and stuff by Toni Frankola. More...

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All postings on this blog are provided "AS IS" with no warranties, and confer no rights. All entries in this blog are my opinion and don't necessarily reflect the opinion of my employer.