Articles and discussions on Workflow Foundation and SharePoint

Add digital signature to documents using SharePoint workflow
July 29, 2020
In modern world, digital signatures play a very important role. They act as a virtual equivalent of a handwritten signature, stamped seal or a fingerprint and are used to validate the authenticity and integrity of messages or documents, identify users and thus protect the information. Now, with HarePoint Workflow Extensions you can have added level of security and trust in your organization by implementing the fully automated process of digital signing of documents in SharePoint.Continue reading
SharePoint data retention policy with HarePoint Workflow Extensions
September 19, 2018
In a modern world, Information Management and Data Retention Policies become especially important. It is necessary to have clear policies and procedures on how information is regulated. This article provides an example of how HarePoint Workflow Extensions can be used for smart and flexible automation of Information Management Policies in SharePoint.Continue reading
Calculating working time between two dates in a SharePoint workflow
August 23, 2018
HarePoint Workflow Extensions include an action called 'Get Interval Between Dates'. This is a great action allowing you to calculate interval in minutes, hours, days, months or years, as well as optionally exclude holidays according to iCalendar file (.ics). The presented article provides you a short 'how-to' for this issue.Continue reading
Transferring metadata from an InfoPath form to SharePoint document library fields
July 16, 2018
The article shows that it’s not only possible to convert an InfoPath form to PDF with HarePoint Workflow Extensions, but also various further scenarios can be accomplished. For example, the metadata from an InfoPath form can be transferred to a document library field, making document search much more efficient.Continue reading
Add attachments using “Send E-mail with Word Document as a Body” SharePoint workflow action
May 11, 2018
HarePoint has recently announced a new workflow action - Send E-mail with Word Document as a Body. There is related article about this action in our blog. The idea was to easily create a document with complex formatting in Microsoft Word and then send an e-mail based on this document. This workflow action has become so popular, that our customers even requested a feature: to be able to add attachments to such e-mails.Continue reading
Sending e-mails with Word document body from SharePoint workflow
January 24, 2018
This article illustrates one useful workflow action from HarePoint Workflow Extensions. The presented activity implements an easy approach to create e-mails with complex text formatting - Send E-mail with Word Document as a Body action.Continue reading
Workflows and workflow extensions in SharePoint
November 13, 2017
Workflows have always been one of the key features of SharePoint. Even a simple approach that any routine or repeating work needs to be automated, leads us to creating workflows. This article contains overview of 2010 and 2013 workflow platforms in Microsoft SharePoint: features and key differences. There is also information and references to the correspondent HarePoint workflow solutions.Continue reading
Convert InfoPath form to PDF with SharePoint workflow
February 13, 2014
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.Continue reading
How to create Invoices with a variable number of items in SharePoint workflow
July 18, 2013
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.Continue reading
Send Meeting Request Using SharePoint Workflows
April 18, 2013
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.Continue reading