Workflow Examples

Convert InfoPath form to PDF with SharePoint workflow

Is this article you will find a step-by-step guide to create a workflow for converting an InfoPath form to a PDF using HarePoint Workflow Extensions. The workflow action ‘Convert InfoPath Form and Save to Document Library’ sends a conversion task using the HarePoint Document Conversion Service Application to a computer where HarePoint Document Conversion Worker Service is installed. Requirements and service setup instructions are also included.
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Printing feature in HarePoint Workflow Extensions for SharePoint

Printing activities in HarePoint Workflow Extensions provide unique opportunity to print any required documents directly from SharePoint workflow. These activities allow you to enhance your business processes providing the feature to print the documents and images automatically.
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How to create Invoices with a variable number of items

This article describes how to create an invoice with a variable number of items. Add New Row into Word Document action will add a copy of the last row in the Repeating Section Content Control. Then this new row will be edited with the Update Word Document action.
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Send Meeting Request using SharePoint Workflows

In the simplest case, automated mailing of invitations to a meeting represents a workflow where the Active Directory already contains the accounts of people to be invited to the meeting. In more complex instances, you can use the workflow to sort e-mail and call meetings using keywords in the letters. In this article, we consider the possibility of automatic mailing of invitations to the meeting by means of HarePoint Workflow Extensions​.
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Using PowerShell in Workflow to create mailboxes on Exchange Server

This example will show you the possibility of using the capabilities of PowerShell in workflows. Here we will discuss some capabilities of interaction between workflows and the Microsoft Exchange server using PowerShell scripts, however, the capabilities of using PowerShell scripts in SharePoint workflows are not limited by this.
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Workflow approval by E-mail

This example will show you how to use the capabilities of actions from the HarePoint Workflow Extensions set for working with E-Mail. We will consider sending of messages and processing of incoming messages.
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Compress and resize images

This article describes how to create a SharePoint Workflow which will automatically resize an image when a user saves it into the document library. We will create a workflow which not only resizes the image but also converts it if the source image is in the uncompressed format. Also our Workflow will get the EXIF data from the source file and add to the document library’s field.
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Generation of the Invoice (PDF Conversion)

This article describes how to create SharePoint Workflow which automatically generates and sends invoices to e-mail recipients. The invoice will be generated and sent as soon as a new item is added into the list.
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Get data from SQL database

This article describes how to get data from SQL server database table and use the data to generate an invoice. In this example we will create SharePoint Workflow which gets data from the database table and generates the invoice. The generated invoice will be sent to e-mail recipients, and a copy of the invoice will be saved in the document library. The invoice will be generated and sent as soon as a new item is added into the list.
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Download and process XML data

This workflow example shows you how to get data from an XML file. We will download the XML with currency exchange rates from European Central Bank, get a list of currencies and their exchange rates. We will convert this information into HTML and save in Shared Documents. To create such a workflow we will use both SharePoint workflow components and the components added by HarePoint Workflow Extensions, because it is impossible to prepare such a workflow using merely its own SharePoint Workflow components.
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Publishing News from RSS feeds

This example will show you how to get news from RSS feeds, publish them on the SharePoint website and how to run automatically workflows according to the schedule. We will create a workflow that retrieves news from RSS feeds and publishes them in one of the lists on the website.
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Working with E-Mail

This example will show you how to use HarePoint Workflow Extension working with the mail service, receive and process messages, send e-mail.
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