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Category: SharePoint workflows

  • 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
  • Why HarePoint Workflow Extensions products are not affected by the 2010 workflow platform retirement

    July 13, 2020
    Microsoft has recently announced the retirement plans for the 2010 workflow platform for SharePoint Online. This has initiated wide discussions in SharePoint communities, since obviously no one wants to lose out of the sudden the automation mechanisms they have been using successfully for many years.Continue reading
  • Mail Merge in SharePoint

    March 25, 2019
    In this article, we will review how to automate sending personalized emails using the workflows empowered with HarePoint Workflow Extensions for Office 365.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
  • Konvertierung eines Infopath Formulars zu PDF, mithilfe eines SharePoint Workflows

    July 4, 2016
    Erstellung einer SharePoint Formular Bibliothek (SharePoint Form Library) Dieser Artikel ist auf englisch verfügbar: Convert InfoPath form to PDF with SharePoint workflow. Erstellen Sie eine neue Formular Bibliothek (Form Library) in SharePoint: Gestalten Sie das Formular mit InfoPath:   Speichern Sie anschließend das Formular als Datei und veröffentlichen (Publish your form) Sie es zu SharePoint. … Continue reading "Konvertierung eines Infopath Formulars zu PDF, mithilfe eines SharePoint Workflows"Continue reading

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