Visio diagram and site template from Office Online workflow videos

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re: Visio diagram and site template from Office Online workflow videos

Debbie — Mon, 09 Feb 2009 23:26:20 GMT

After uploading the .stp file to the site template, when I try to create a site using the custom template, the following error message is displayed "The template you have chosen is invalid or cannot be found". Using MOSS 2007.

re: Visio diagram and site template from Office Online workflow videos

Jay Lee — Thu, 12 Feb 2009 19:05:19 GMT

Stephen,

I would like to assign tasks to a group instead of an individual What would be the best way to do this?

For example: I would like to assign a document review task to "Initial Reviewers" instead of "Reviewer 1 Reviewer 2" and get comments or response from each person in that group.

Hope this make sense.

Jay

re: Visio diagram and site template from Office Online workflow videos

Manuel — Thu, 19 Feb 2009 23:53:39 GMT

I just want to clarify the statement about the Document Center site template. This template can only be used with sharepoint server 2007 or can I use it with WSS 3.0 by uploading the template.

re: Visio diagram and site template from Office Online workflow videos

SanAnto — Fri, 20 Feb 2009 06:32:44 GMT

I just want to clarify that the Document Center site template is to be used by sharepoint server 2007. I want to use it with WSS 3.0. But, I want to make sure it usable with WSS 3.0.

re: Visio diagram and site template from Office Online workflow videos

Chris — Thu, 26 Feb 2009 08:16:39 GMT

Hi there,

Tried deploying this template and got error message:

Error

The template you have chosen is invalid or cannot be found.

Troubleshoot issues with Windows SharePoint Services.

This was done by uploading the stp to the site collection site template gallery and choosing new site -> custom -> Solution from Document Review Videos.

Anyone else had this problem?

SharePoint Daily for February 27, 2009

SharePoint Daily — Fri, 27 Feb 2009 17:16:17 GMT

Top News Stories Governance Needed for SharePoint Survival (Image and Data Manager) There are three governance

re: Visio diagram and site template from Office Online workflow videos

Stan — Wed, 04 Mar 2009 04:15:35 GMT

Great project example. Is there any way to download the videos and this example to use offline? Also, where to I find the Visio status icons used for conditional formatting?

re: Visio diagram and site template from Office Online workflow videos

David Moore — Tue, 31 Mar 2009 12:31:16 GMT

Just finished an article about displaying these kinds of Visio diagrams in a SharePoint site - all using standard features, but pretty neat stuff...

http://sharepointmakesmecry.blogspot.com/2009/03/visio-diagrams-in-sharepoint.html

.davros.

re: Visio diagram and site template from Office Online workflow videos

Stan — Wed, 08 Apr 2009 23:34:16 GMT

I am trying to get in touch via email with Stephen Howard who posted a Workflow document review examples. I have a question regarding tasks which are locking up stating it is being locked by another workflow so it does not let me complete a task. Can someone help me get in touch with Stephen who was very helpful.

re: Visio diagram and site template from Office Online workflow videos

Stephen — Thu, 16 Apr 2009 22:58:48 GMT

Hello Stan,

Installing the latest cumulative updates should fix these issues where tasks are "locked for editing."

This post on the main SharePoint blog has good info and links to the updates:

http://blogs.msdn.com/sharepoint/archive/2009/03/09/uber-packages-of-february-cumulative-update-are-ready.aspx

Hope this helps.

Stephen

re: Visio diagram and site template from Office Online workflow videos

Melissa — Mon, 20 Apr 2009 13:59:14 GMT

Stephen,

GREAT SOLUTION! In part 4, you reference Pausing the workflow before kicking off the secondary workflow; however, you never specify how to do it in the workflow step. Is this by design (to make us think -smile), or an oversight?

re: Visio diagram and site template from Office Online workflow videos

Stephen — Fri, 01 May 2009 00:42:05 GMT

Melissa,

When you use a task action (Collect Data from a User, Assign a Form to a Group, Assign a To-Do Item), the workflow automatically pauses until that task is marked complete. So you don't need to explicitly make the workflow pause.

You can check out this article for more info:

http://office.microsoft.com/en-us/sharepointdesigner/HA102098081033.aspx

Stephen

re: Visio diagram and site template from Office Online workflow videos

Alex — Fri, 01 May 2009 08:27:11 GMT

Hi Stephen,

Did you end up providing a resolution for Debbie who said "After uploading the .stp file to the site template, when I try to create a site using the custom template, the following error message is displayed "The template you have chosen is invalid or cannot be found". Using MOSS 2007."

I'm getting the same problem.

Thanks in advance,

Alex

re: Visio diagram and site template from Office Online workflow videos

Jonathan — Wed, 06 May 2009 02:33:05 GMT

Thanks for putting this demo together. It was great to use SharePoint Designer to create the Dataview and Dashboard page.

Question: Where in the workflow do you recommend writing the Dashboard URL variable to the document library?

Jonathan

re: Visio diagram and site template from Office Online workflow videos

Ramprasad — Sat, 09 May 2009 15:26:05 GMT

An article on Sharepoint Site Templates

http://dotnetdreamer.com/2009/05/09/introduction-to-site-templates/

re: Visio diagram and site template from Office Online workflow videos

Adam — Tue, 19 May 2009 01:25:33 GMT

Hi Stephen, great information. I am trying to follow the same exact steps you did in creating a Dashboard of my own but every time I choose OK to the 'Filter Criteria' screen after specifying the parameter to use, the Filter disappears for some reason. Any idea why this is? Thanks...

Adam

re: Visio diagram and site template from Office Online workflow videos

devendramore — Thu, 28 May 2009 19:14:07 GMT

Hi,

Its funny. I have created almost similar business worrkflow using SharePoint Designer. Only difference is it has several approvers and the workflow does back and forward, based on approval/ rejection. I would like to share the add-on features to my workflow:

1. Workflow History: Capturing the history of the entire process is easy. You can used the " Create a new Item" action in SPD to capture all the require metadata and create a new record in a new list, say Workflow History List. Cool Tip: Using webpart connections, connect the Dashboard to the Workflow History List, so that clicking on a particular workflow instance directly takes you to the Workflow History for that particular instance/doc.

2. A pictorial dashboard: Using Conditional Formating, you could display signs/symbols, which would make the dashboard more informative. Managers love this kinda thingy :)

I will save the details for my blog. Thanks

Dev

devendra.more@ca.com

re: Visio diagram and site template from Office Online workflow videos

Ramesh — Sat, 18 Jul 2009 22:39:12 GMT

Excellent Tutorial. Stephen.

But I could not move any further as I'm missing [Workflow Item ID] fields when associated workflow to Tasks list. Am I still missing something. I'm using MOSS 2007. Can you please help?

re: Visio diagram and site template from Office Online workflow videos

Kev — Fri, 07 Aug 2009 16:09:00 GMT

HI. This tutorial has been so handy, but I have a issue with how the flow works. I am running it as a 3 stage approval flow, and have duplicated the initial review stages to acheive this. The collect data tasks work fine for the first group of reviewers, but once the flow moves to the next stage of reviewers the collect data from user function does not create the same feedback form. Theer is no submit task icon etc, and instead it just displays all the fields of the tasks list.

I have checked and the included fields/show&hide options are identical to the first batch of reviewers items.

Its almost as if the workflow is not sending the collect data from users request in the same way.

Can anyone help please?

Kev

re: Visio diagram and site template from Office Online workflow videos

Tracey Morgan — Mon, 10 Aug 2009 16:07:46 GMT

Everytime I try watching the 2nd and 3rd videos its not playing. Is something going on with the server today?

re: Visio diagram and site template from Office Online workflow videos

jtweetybird — Wed, 19 Aug 2009 18:23:57 GMT

When I add the step Calculate reminder date and pause. Instead of sending out an email that says "Initial Input has been assigned to you" it sends out "Initial Input has been changed" I want the assigned group users to get 1 email informing them of the task assignment. The date change should not be of their concern. Thanks for any help you have.

re: Visio diagram and site template from Office Online workflow videos

Linda Elleker — Mon, 24 Aug 2009 15:42:59 GMT

I am new to sharepoint templates. I have saved the zip file and would like to upload the template but have been unable to make this work. Can anyone help?

re: Visio diagram and site template from Office Online workflow videos

Oleg — Mon, 31 Aug 2009 14:50:20 GMT

Hi, Stephen.

I have a little problem with workflow, I made a copy of your solution and modify it. The problem is that the task created by a workflow ara starting with "Not started" status. Not all of the tasks, not always, and not the same. It could be all of tasks and could be only one. Main problem is that the task created with "Not started" status are not able to be completed. Do you have any idea of this?

re: Visio diagram and site template from Office Online workflow videos

Hesham Dabbas — Wed, 02 Sep 2009 19:28:32 GMT

I would like to commend you on such a big effort. This is by far the best hands-on tutorial I ever experienced.

Is it possible to have multiple reviewers for Reviewer1, 2, and 3. Can I assign a group instead of one peson.

Best Regards

re: Visio diagram and site template from Office Online workflow videos

Michael — Fri, 11 Sep 2009 10:47:14 GMT

Stephen,

on the review work, that mirrors your example, i keep finding that either 1, 2, or 3 initial Review displays an error when I try to complete the task.

I delete the assign review tasks step, and it comes back.

Thoughts?

re: Visio diagram and site template from Office Online workflow videos

Ron — Thu, 01 Oct 2009 01:35:49 GMT

Hi Stephen ,I am trying to Create Workflow for Approval i have Created Primarary Workflow and I have Secondary workflow to manage task.

but i edit task i am getting error like "This task is currently locked by a running workflow and cannot be edited".it works fine if i dont attach workflow to task list.

any workaround on this

Thanks

re: Visio diagram and site template from Office Online workflow videos

Laura McGlinchey — Thu, 15 Oct 2009 15:31:35 GMT

Stephen, this workflow is amazing. I was able to recreate everything until the final email is sent notifying the participants of the final outcome. The email is received like this and I have no idea how to fix it. Every other email looks great. Any ideas would be greatly appreciated. Thank you for all of your hard work and your willingness to share with others.

Content-Transfer-Encoding: 8bit

Content-Type: text/html; charset=utf-8

MIME-Version: 1.0

X-Mailer: Windows SharePoint Services (version 3)

<table style="border-collapse: collapse; width: 100%" dir="ltr" cellspacing="0"><tr

style="background-color: #f8f8f9; border: thin #e8eaec solid"><td style="font-family:

Verdana; font-size: 16pt; background-color: #f8f8f9; border: thin #e8eaec

solid; padding: 20px 20p

re: Visio diagram and site template from Office Online workflow videos

Fougere Robertson — Mon, 26 Oct 2009 23:05:27 GMT

This has been incredibly useful. Thank you so much!

re: Visio diagram and site template from Office Online workflow videos

Jim — Wed, 28 Oct 2009 16:00:03 GMT

Thanks Stephen, hit a glitch at step 8 using the html for the messsage body. I no longer have available under "Current Item" a choice for "Worklow Item Id". I am thinking that i missed a variable step but cant figure out what it is.

So when i go into the message body to add the lookups then choose "Product Documentation" and " Name" then "Current Item" it has a list that starts with "Check in Comment" and ends with to "Virus Status"

I know i am doing something wrong. Any ideas

re: Visio diagram and site template from Office Online workflow videos

Stephen — Fri, 30 Oct 2009 00:04:50 GMT

Re. the message "This task is currently locked by a running workflow and cannot be edited."

Several people have reported running into this issue when a newly triggered secondary workflow tries to update a task item that was just created by the primary workflow.

The workaround is to put a Pause action with a brief duration at the beginning of the secondary workflow before the workflow attempts to update the task item. This should allow sufficient time for any lock on the task to be released before the secondary workflow edits the item.

--Stephen

re: Visio diagram and site template from Office Online workflow videos

GEC — Thu, 05 Nov 2009 17:14:22 GMT

Hello Stephen,

For a few months now, a couple of people here were seeking a clarification as to WSS. Can you please clarify if this solution can or cannot be deployed to WSS v3? If so, where get we get the Document Center template for WSS v3?

Thanks in advanbce!

GEC.

re: Visio diagram and site template from Office Online workflow videos

Dean Wolson — Thu, 19 Nov 2009 16:48:48 GMT

Can you tell me where i can download these videos to make them available to a customer who has band width issues?