SharePoint Use Cases

Posts Tagged ‘workflows

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 for lists, [...]

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 it.
The [...]

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 for [...]

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 is very simple, if [...]

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 problem [...]




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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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