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Building a Workflow in SP Designer Around CorasWorks rPrograms

Written by: Ross Beurmann

Welcome, I met with someone who said I should get a little more technical in my blog so based on that advice I am creating this post. I have a customer who purchased rPrograms, a CorasWorks application that sits on top of SharePoint as well as the CorasWorks Workplace suite. The customer has an existing version of Microsoft Office SharePoint Server (MOSS) Enterprise edition with the Architecture Below: This architecture is not the Microsoft recommended architecture but for the number of users they are dealing with and the scalability of MOSS they will be okay. Our requirements are to have a List where our users have the ability to view and create but not edit. SharePoint designer users the system account in Workflows but uses the permissions of the user creating and editing the item. The biggest issue here is if users outside of group A can create ad get assigned to things in this list they cannot edit these items. The challenge encountered with CorasWorks is it doesn’t like setting actions with lookup fields. I have worked around both of these issues with a simple SharePoint Designer workflow. Below is a step by step picture of the workflow: Name your workflow and select the list with the permissions set on it. Select on create and update. Eliminate the CorasWorks issue by creating a drop down choice list column and filling it with your lookup list data. From there select the condition to take the data selected in your drop down. Then create your action to insert the path of the item from your lookup list into the lookup field. See below for setting that up: Select the lookup list in source then select Path as the field. This sets the path as the inserted data, then to find the list item select the title, which is the same as the Drop Down menu, and find it by the selection of the current item’s Drop Down Value. This then fins the Title as text based in your drop down and inserts the SharePoint path (link) into the lookup field. After you have set this step for the CorasWorks work around, go onto to notifying your list members with edit rights. Get the text for your email from the customer; you can add links and other lookups to the body. The group selected has “contribute” rights to the site and have editing duties. I have created a second list in SharePoint in order to capture the assignee’s comments since they may or may not have edit rights on the original list. Here we are going to create a grab comments step that will allow this list to grab comments from another list. Now first we need to create an item on the assignee list as done below: In the Condition I ensure that it will not duplicate entries on edit by setting it not to create one if the title already appears on the list. I then tell it to create an item on the full and open permissions list.

New Visual Search!

Posted on September 1st, 2010 in Technology.

Visual Search

MetroStar Systems has implemented Microsoft’s Pivot technology to create a new way to search Supernova: Visually! If you haven’t checked it out yet, give it a try by clicking here and see what catches your eye!

New Supernova bursts onto the scene!

Posted on August 27th, 2010 in News, Our Culture.

Supernova

Nearly a year and a half (524 days to be precise) has passed since we released Supernova to the world, shedding light on the inner workings of MetroStar Systems. In that time we’ve experienced continuous expansion, enjoyed a wide spectrum of client projects, and made a positive impact in our local and global community.

Injecting and Running Javascript in a Windows.Forms.WebBrowser control

Posted on August 27th, 2010 in Technology, Tips & Tricks.

Have you ever needed to inject some JavaScript into a web-page contained in a WebBrowser control and then run said code?  If you have then you’re in luck; here is some sample code which accomplishes exactly that in a console application (the same code works for a WinForms application with a few tweaks): using System;

CMS Decision Tree (Joomla vs. Drupal vs. Sharepoint)

Posted on August 19th, 2010 in Technology.

About to embark on an enterprise content management project and haven’t yet chosen which product to use?  You are in luck because I have compiled a handy decision tree to help you decide.  This is version 1.0, hopefully domain-experts in Drupal and Joomla can help me flesh this out a little more.  I’ll also probably

Adobe Captivate™ 4 Error with Windows 7™, 64 bit

Posted on August 12th, 2010 in Technology, Tips & Tricks.

I just installed Adobe Captivate 4 on my Windows 7, 64 bit machine.  The install went smoothly, meaning the progress glided towards the right without changing pace. The first error arose when I attempted to create a software simulation with Captivate.   After I completed the recording, I received the error message “Failure to copy audio

Week 9 @ Metrostar Systems

Posted on August 6th, 2010 in Our Culture.

As my two month internship here in Reston draws to a close, I have taken the time to reflect back on the time spent at MetroStar Systems.  The experience has given me a window of perspective into life at one of the most personable, friendly and team-oriented companies I’ve ever had the pleasure to have

Mostafa Extends His Microsoft MVP Streak to Five Years in a Row

Posted on July 27th, 2010 in Community, News, Our Culture.

Another year has passed here at MetroStar Systems and yet another Microsoft Most Valuable Professional (MVP) Visual C# award has been bestowed upon our own Mostafa Elzoghbi. In what has seemingly become an annual occurrence, Elzoghbi secured a Visual C# MVP award for the fifth consecutive year. This exclusive award is given to those who

SharePoint Saturday New York City

Posted on July 22nd, 2010 in Community.

SharePoint Saturday New York City is being held July 31st this year at the Microsoft Manhattan Office. The event is well-known for its lively atmosphere, invaluable presentations, and for its high attendance of SharePoint professionals and MVPs. A full day of networking, knowledge sharing, and everything SharePoint all at no cost to its attendees? At

Hottest DC Area Companies Award

Posted on July 8th, 2010 in Community, News.

The summer of 2010 has been a hot one in the DC metro area with temperatures averaging in the 90′s for most of July.  So it’s no surprise that MetroStar Systems was recently recognized as one of the “Hottest DC Area” Companies.  Temperature was not really one of the requirements, it is really because of

Week 4.5 @ MetroStar Systems

Posted on July 2nd, 2010 in Our Culture.

Oh, how the time flies. My first month at MetroStar Systems is nearing its end and I feel as though I was touring the premises for the first time only yesterday. To me, June has been a month of getting acclimated, making new acquaintances and easing in to the enriching experience of life in the

I set a 5 minute pause then an update, I also add a 1 day pause and update, and finally a 4 day pause and update. This will ensure near real time updates from the Comments list to the current list. Everytime it edits, even if by a workflow, it will restart the workflow enabling it to grab comments. I am also setting the open status when the Assigned to field is not empty, as well as sending a completion notification to the creator. I have successfully worked around my issues of CorasWorks limitations as well as SharePoint Designer Workflow limitations.
Posted on July 2nd, 2010 in Our Culture.

One Comments for Building a Workflow in SP Designer Around CorasWorks rPrograms

  • May 5, 2009 at 10:07 am
    Joe Tordone says:

    Hi Ross – a very interesting approach. Keep in mind, rPrograms is a product that CorasWorks continues to support, but no longer markets. In fact, the new release of the Workplace Suite (v10) has enhanced capabilities supporting workflow on MOSS such as Event Triggers, Timer Activations, Custom E-mail notifications….Across lists, site collections and server farms. Ajax enabled grid displays, charts and calendars. Still out of the box without the custom coding.
    CorasWorks has come a long way since rPrograms – you should check us out. http://www.corasworks.net
    Thanks – Joe

  • October 26, 2009 at 12:10 pm
    Ross Beurmann says:

    Hey Joe thanks for your comment, I have looked at CorasWorks' new versions there are some nice things in the newest release.

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