SharePoint workflow activities to work with Microsoft Office documents

SharePoint workflow activities to work with Microsoft Office documents

The actions from the list below provide enable operations with Microsoft office documents in SharePoint workflows: find, read and replace text in Word documents; get and set cell values in Excel spreadsheets and more.

Microsoft Office activities

  • Accept Revision Changes in Word Document
    This workflow action accepts all revision changes in the specified Word document.
  • Add Digital Signature
    This workflow action is used to add a digital signature to the specified document. PFX certificate file and password are needed for this procedure.
  • Add New Row into Excel Document
    This workflow action adds a new row to Excel document. It can automatically detect the nearest empty row to paste the values.
  • Add New Row into Word Document
    This workflow action adds a copy of the last row in the Repeating Section Content Control. After this has been added it can be modified using Update Word Document action.
  • Add Watermark to Word Document
    This workflow action is used to add watermarks to Word documents.
  • Find Text in Word Document
    This workflow action is used to check presence of specified substring at Microsoft Word document.
  • Get Excel Cell Value *
    This workflow action is used to get cell value at Microsoft Excel document on a SharePoint server.
  • Get Office Document Property
    This workflow action is used to get the property of the document at SharePoint server. With this action, you can get the following properties:
    • Title
    • Author
    • Keywords
    • Subject
    • Comments
    • Last Modified By
    • Category
    • Manager
    • Company
    • Time Created
    • Time Modified
    • Custom
  • Read Word Document
    This workflow action is used to get text of named content control of Microsoft Word document.
  • Read Word Document To Text
    This workflow action is used to get text of Microsoft Word document to string variable.
  • Replace Text in Word Document
    This workflow action is used to replace text in Microsoft Word document. This action can be used for generation of bills and invoices, filling forms and addresses on envelopes within workflow.
  • Set Excel Cell Value *
    This workflow action is used to set cell value at Microsoft Excel document on a SharePoint server.
  • Set Office Document Property
    This workflow action is used to set the value of document property at SharePoint server.
  • Sign PDF Document
    This workflow action adds the specified picture to a PDF document.
  • Update Picture in Word Document
    This workflow action sets the picture located at specified URL to picture content control of the specified document.
  • Update Word Document
    This workflow action is used to update text of named content control in Microsoft Word document. This action can be used for generation of bills and invoices, filling forms and addresses on envelopes within workflow.

    * Note: For versions below 2.11 this workflow action requires Excel Services installed on the server. Learn more about using HarePoint Workflow Extensions in SharePoint Foundation and Standard Edition

A free evaluation of these and more than 300 other custom workflow actions for SharePoint are available with HarePoint Workflow Extensions 30-day trial.


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