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SharePoint Designer Workflow and Email Attachments — A Consummation Devoutly to be Wished

Sadly, it is not to be. We cannot send an email with attachments from a SharePoint Designer workflow using out of the box features. This wish comes up with increasing regularity on the MSDN forums. However, the SharePoint platform, as with so many …

SharePoint Designer Workflow, Event Receivers and “Update List Item” versus “Set Field in Current Item”

We have a set of SharePoint designer workflows that "communicate" with an event receiver on the list via changes to site column values. For example, if a site column "SetDuedate" is set to true by the workflow, the event receiver dete…

Emailing Daily Task Reminders // Looping in SharePoint Designer Workflow

I wrote up a detailed article a few weeks ago describing how to create a SharePoint Designer workflow that sends a task reminder email on a daily basis. It’s been published at the new SharePoint Magazine site. More generally, the article show…

My Latest “In Defense of SharePoint Designer” Article is Available

Mark Miller over at End User SharePoint has posted my latest article about using SharePoint Designer to create great workflow solutions up on his site. Check it out. In this article, I talk about the design process and, in greater detail, how to set …

Logging Workflow Activity in SharePoint Designer

Last week, I was working out how to loop and implement a state machine using SharePoint Designer and mentioned, as an aside, that I would probably write a blog post about better workflow logging. Well, Sanjeev Rajput beat me to it. Have a look. Sa…

The Trouble With Tribbles … err .. KPIs

This past week I finished off a proof of concept project for a client in Manhattan. While implementing the solution, I ran into another shortcoming of MOSS KPIs (see here for a previous KPI issue and my workaround). Background: We used SharePoint Des…

Mea Culpa — SharePoint Designer *CAN* Create State Machine Workflows

I’ve recently learned that it’s possible and even fairly easy to create a state machine workflow using SharePoint Designer. Necessity is the mother of invention and all that good stuff and I had a need this week that looked for an inventi…

Use Semaphores in SharePoint Designer Workflow to Prevent Endless Loops

It’s possible to cause an endless loop in a SharePoint Designer workflow. A common implementation pattern like this causes the problem: Create a workflow and associate with a list. Indicate that it should start on create of new items and upd…

Walk-through: Fix Employee Training Template Available Seats Unregister Bug

As many people know, the Employee Training template provided by Microsoft here has a bug that we can reproduce following these steps: Create a class with a max size of 10 students. Register –> Total available seats properly decrements by o…

Towards SharePoint Technical Design Patterns: SharePoint Designer Workflow + Event Receiver = High Potency Cocktail

One of the emerging patterns I find in crafting SharePoint solutions leverages SharePoint Designer workflow and an event receiver. Here is a business scenario to put it in context: I upload a document to a doc lib. I kick off multi-step workflow cre…