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Showing posts from April, 2014

Export and Import SharePoint Designer List Workflow

Exporting and importing of the List Workflow to and from another list or site is actually a non-supported feature. However, there is a "workaround" to achieve this.  In SharePoint Designer 2010, click on your completed List Workflow. Click on "Save" and "Publish" for the completed List Workflow. Next, click on "Export to Visio". Save the file as CompletedWorkflow.vwi or any preferred name. Then create a new "similar" list on the current site or on a new site collection. There is no way to import the exported visio into this new list. In SharePoint Designer 2010, click on this new list and then click on "List Workflow" to create a new workflow for this new list. Please make sure that you do not add any workflow steps! Click on "Save" and "Publish" for this empty List Workflow. Then, click on "Export to Visio" and save this as EmptyWorkflow.vwi or any preferred name. Rename both the

InfoPath form Contact selector

 The Contact Selector consists of 3 data nodes: DisplayName AccountId AccountType Each is just a text field.  When you publish your form, you have the option of promoting one or all of the fields. DisplayName only contains the PreferredName attribute of the User Profile Database, which is typically in the form of LastName, FirstName, but it depends on your AD setup. AccountId is the most valuable field, because it contains the user's domain name in the form of domain\username (i.e. microsoft\userId).  If you promote this field to SharePoint, then this value is immediately usable for sending workflow emails in SharePoint Designer.  I do this all the time.  Also, that value can have the domain portion stripped out and be used to query the GetUserProfileByName web method to retrieve the selected user's profile info, including Email Address, Manager, Department, and many other attributes stored in the profile database. Since these are text fields, they do not match