Posts

Showing posts from January, 2015

Custom Workflow Activity for Setting Managed Metadata Field Values

Image
In this post I'll show you how to build a custom workflow activity in Visual Studio that can update managed metadata field values in a SharePoint 2013 list or library. This is the final part of a three-part series on working with managed metadata fields in workflows: Getting and Setting Managed Metadata Fields in SharePoint 2013 Workflows . In this post, I introduce the scenario, explain why you can't use built-in list actions to work with managed metadata fields, and provide a conceptual overview of the custom workflow activities approach. Custom Workflow Activity for Getting Managed Metadata Field Values . In this post, I'll walk you through how to build a custom workflow activity in Visual Studio that gets managed metadata field values from a list item. Custom Workflow Activity for Setting Managed Metadata Field Values (this post) . In this post, I'll walk you through how to build a workflow activity that sets managed metadata field values on a list item. I

Custom Workflow Activity for Getting Managed Metadata Field Values

Image
In this post I'll show you how to build a custom workflow activity in Visual Studio that gets managed metadata field values from a SharePoint 2013 list or library. You can use the workflow activity in any SharePoint Designer list workflows, including on Office 365 sites - custom workflow activities in SharePoint 2013 are entirely declarative, so deploying to SharePoint Online is not a problem. This is the second of a three-part series on working with managed metadata fields in workflows: Getting and Setting Managed Metadata Fields in SharePoint 2013 Workflows . In this post, I'll explain the concepts behind my approach and explain why you can't use built-in list actions to work with managed metadata fields. Custom Workflow Activity for Getting Managed Metadata Field Values (this post) . In this post, I'll walk you through how to build a custom workflow activity in Visual Studio that gets managed metadata field values from a list item. Custom Workflow Activity for

Getting and Setting Managed Metadata Fields in SharePoint 2013 Workflows

In many workflow scenarios, you'll want to get a field value from a list item in one list and apply that value to a list item on another list. With most field types, you can do this easily using workflow variables and built-in list actions in SharePoint Designer 2013. However, it's widely acknowledged that working with managed metadata fields in SharePoint workflows is a bit of a nightmare. To get around the problem, I built some custom workflow activities to get and set managed metadata fields in SharePoint Designer workflows. This is the first of a three-part series on working with managed metadata fields in workflows: Getting and Setting Managed Metadata Fields in SharePoint 2013 Workflows (this post) . In this post, I explain why you can't use built-in list actions to work with managed metadata fields, and walk through how to approach the problem. Custom Workflow Activity for Getting Managed Metadata Field Values . In this post, I'll walk you through how to bu