Wednesday, November 26, 2014

Create Approval WorkFlow - SharePoint 2013



Create Library "Documents"
Create list "Approver Info" with two columns.
Name: "Editor"
Type: "Person or Group"
Require that this column contains information: "Yes"
Allow multiple selections: "No"
Allow selection of: People Only
Choose from: "All Users"

Similarly create "Approver" column and enter data.

















Open SharePoint Designer 2013, open site.
On the ribbon, open List Workflow, choose Documents.


























Enter name of Workflow.



















Action, Set Workflow status, enter "Pending".









Action,  Set Workflow variable, create new variable.
Name "Approver", Type "String"













On Value click fx (define workflow lookup)
Enter data from two next pictures.



































Click "Yes"











Action,  Start a task process.
These users, Participans field.
Add "Workflow Lookup for a Users and Groups"
Enter data from next picture.



















Enter Task Title.

























Condition, If any value equals value.























In first "value" click fx, enter data from next picture.
In second "value" choose Approved.

















Action, Send an Email.
Click "To", Enter data from next picture.
(This mail will be send to Editor)






















Define body of Email.






















 Mark "If Varable Outcome....". and choose on the ribbon "Else Branch"























Action, Set Workflow status, set to Reject.
Action, Send an Email. Enter data from next picture.





















Transition to stage, right click, go to stage.
End of Workflow.




















In option of Workflow, check next fields.









Save and publish. Close SharePoint Designer.


On Sharepoint Site, in Workflow Tasks list, as Approvel, modify view.










Create document in Library "Documents" as Editor.
In Workflow Tasks when sign in as Approvel will be displayed new task to be approved.












Click on task name and edit task. That's it!













 

Tuesday, November 25, 2014

Create Document Template with Metadata through Quick Parts - SharePoint 2013




Open Site Settings, Site content types.
















Create new. Choose Document Content type, Document.


















Create new site columns.































On local computer create Office document (word,excel...),
which will be the template.














In Content type, Advanced settings.
























Upload created document,














In Library, Settings, Advanced settings.
















Check "Yes".











In Library Settings, Content Types, Add from existing site content types.














Choose previously created Content type.















In Library Settings, click on Content type.















Advanced settings, Edit Template.










Insert, Quick Parts, Document Property.
Add previously created columns.
































In Library, New Document open Content type.











Fill with data and save.

















"Modify this View"














That's it!











 

Friday, November 7, 2014

Allow users to add to a list, and edit or delete ONLY their own posts SharePoint 2013


Go to "List Settings"











Open "Advanced settings"










Check "Create items and edit items that were created by the user"










 This permission does not apply to site collection administrator and owners.