Product articles

12/12/2018

Free workflow actions for Office 365

Using HarePoint Workflow Extensions for Office 365, you can bring completely new capabilities to your workflows in SharePoint Online. This product adds over 200 custom workflow actions, enabling you to achieve a wide range of automation scenarios. This article provides you the detailed information regarding product deployment and obtaining of free license.
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Detailed overview of HarePoint HelpDesk for SharePoint​

HarePoint HelpDesk is a ready-made customer support system for internet and intranet sites based on the SharePoint platform. This solution allows you to create an efficient system for processing incoming support requests. In this article you will see how you can easily deploy and use this solution.
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SharePoint data retention policy with HarePoint Workflow Extensions

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.
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Sending e-mails with Word document body from SharePoint workflow

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.
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Calculating working time between two dates in a workflow

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.
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Adding attachments to e-mails with Word document as body

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.
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Transferring metadata from an InfoPath form to SharePoint document library fields

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.
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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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How to build a trouble ticket system on SharePoint in 10 minutes

Details about the installation and configuration of HarePoint HelpDesk can be found in the HarePoint HelpDesk documentation. However, if you need a system for receiving and processing customer requests "here and now", you can create it in 10 minutes with HarePoint HelpDesk, 5 of these minutes will be spent on the automatic installation of the product and 5 other will be spent on its configuration.
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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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SharePoint Issue Tracking solutions

This article contains an overview of the SharePoint issue tracking process. The main article's subjects: a common definition of an issue tracking system, short analysis of SharePoint Issue Tracking List features and some remarks about HarePoint HelpDesk as issue tracker tool in SharePoint environment.
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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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Creating HarePoint HelpDesk custom request form with InfoPath Designer​

In this article, you will see how you can easily customize HarePoint HelpDesk forms according to your needs using InfoPath Designer. Using InfoPath customized forms across sites within the same Site Collection is also described.
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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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Reports Designer in HarePoint HelpDesk for SharePoint

This article overviews new reporting features in HarePoint HelpDesk for SharePoint 16.5 version. Reports designer, custom reports, reporting dashboard, permission management and all other improvements are presented here.
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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 algorithm for requests processing​

In this article, we will review the workflow logic of HarePoint HelpDesk for SharePoint. The use of declarative workflows for automation of requests processing in HarePoint HelpDesk for SharePoint is one of the priority tasks of product options implementation.
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Workflow approval by e-mail in SharePoint

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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Automation of request processing based on declarative workflows​​​

The main task of the technical support service is to ensure a permanent quality level of the services furnished. If the tech support load is relatively low, maintaining the service quality is easy. However, with the increasing load, as well as complicating structure of the service itself, problems of the process automation move to the forefront. In this article we will consider how the described SLA rules are handled by the HarePoint HelpDesk workflows.
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Compress and resize images when they are uploaded to SharePoint

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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