Microsoft sharepoint workflowactions createtask

Use this action to create a new list item in the list that you specify. You can supply the fields and values in the new item. You can use this action whenever you want a new item to be created with specific information.

For example, create announcements whenever important company-related documents such as contracts are approved, or archive documents. This action is initially displayed in a workflow steps as Delete item in this list. Use this action to delete an item. This action is initially displayed in a workflow step as Discard check out of item in this list.

Use this action if an item is checked out, changes have been made to it, and you want to get rid of the changes and check the item back in. This action is initially displayed in a workflow step as Set content approval status to this status with comments If you have content approval enabled in your list, use this action to set the content approval status field to a value such as Approved , Rejected , or Pending.

You can type a custom status in the action. Set content approval status to Approved with Looks good. Notes: The Set Content Approval Status action works on the current item that the workflow is acting upon, therefore the action is not available in a site workflow. This action is initially displayed in a workflow step as Set filed to value Use the action to set a field in the current item to a value. Notes: The Set Field in Current Item action is not available when you are working in a site workflow.

If you want to pause the workflow until it changes the value of the field, use the Wait for Field Change in Current Item action instead.

This action is initially displayed in a workflow step as Update item in list Use this action to update a list item. You can specify the fields and the new values in those fields. This action is initially displayed in a workflow steps as Wait for field to equal value.

This action pauses the workflow until the field in the current item has changed to a new value. Wait for Approval Status to equal 1 ; Rejected. Note: If you want the workflow to change the value of the field, rather than have the workflow wait for the field to change, use the Set Field in Current Item action instead.

Task Actions. This action is initially displayed in a workflow step as Assign a custom form to these users. It enables you to create a custom task form with customized fields. You can use this action to assign a task to one or more participants or groups prompting them to perform their tasks.

Participants provide their responses it the fields of the custom task form and, when they are done with the task, click Complete Task on the form. This action is initially displayed in a workflow step as Assign to-do to these users. Use this action to assign a task to each of the participants, prompting them to perform their tasks and then, when they are done, to click the Complete Task button on their task form.

Assign Submit expense report to Marketing. This action is initially displayed in a workflow step as Collect data from this user Output to Variable: collect. Use this action to assign a task to the participant, prompting them to provide the needed information in a custom task form, and then click the Complete Task button on the task form.

This action has an output clause— meaning, the workflow stores the information returned by the action in a corresponding variable. The list item ID of the completed task item from the action is stored in the collect variable. Utility Actions. You can cut up a text string and use it in several different scenarios in workflow. You could use a utility action to get the first 8 characters of the document name and convert it into a date using lookup coercions so that you can assign tasks with that due date.

This action is initially displayed in a workflow step as Copy 0 characters from then end of string Output to Variable: substring. Use this action to copy n number of characters from the end of a string and store the output value in a variable. You have to define the number of characters that the workflow has to copy from the string.

This action is initially displayed in a workflow steps as Copy from string, starting at 0 Output to substring. Use this action to copy all characters starting from character n in a string and store the output in a variable. This action is initially displayed in workflow step as Copy 0 characters from the start of string Output to Variable: substring.

Use this action to copy n number of characters from the start of a string and stores the output in a variable. You must define the number of characters that the workflow has to copy from the string. This action is initially displayed in a workflow step as Copy from string, starting at 0 for 0 characters Output to Variable: substring.

Use this action to copy n number of characters starting from a particular character in a string and stores the output in a variable. This action is initially displayed in a workflow step as Find minutes between date and date Output to Variable: time. Use this action to calculate the time difference, in terms of minutes, hours or days, between two dates and stores the output in a variable. Document Set Actions. Actions in this category are pertinent to a document set.

A document set is a folder that stores multiple documents. In a workflow, a document set is treated as a single item. Note: To be able to use a document set in your library, you have to add the Document Set content type from your library settings page in your SharePoint site. This action is initially displayed in workflow steps as Start Approval process for the contents of this Document Set with the users specified by this column.

It starts an approval action on a document set to specific users. When you use this action, the status of the documents set and the documents that comprise the document set are changed, such as to Approved or Rejected.

If you used the Start Approval Process action on a document set, only the status of the document set would be changed. Start Bill of material approval process for the contents of this Document Set with the users specified by Variable: B ill of Materials Approvers.

This action is initially displayed in workflow steps as Capture a version of this Document Set that includes the type versions of the contents with comment: comment. It locks the version of the document set that has the version of documents —major or minor— that you specify in the action. Capture a version of this Document Set that includes the last major versions of the contents with comment: Last major version of the B ill of Material.

This action is initially displayed in workflow steps as Submit Document set using this action to this destination content organizer with this explanation Output to Variable: submit file result.

It allows you to move or copy the document set to a document repository. A document repository can be a library in your SharePoint site, or a site on its own like the Document Center, that routes records to a specific destination based on rules that you define. Note: To be able to define rules and route documents, you have to first enable the Content Organizer site feature in your SharePoint site.

For more information, see the Configure the content organizer to route records topic in the See Also section. This action is initially displayed in workflow steps as Set content approval status for the contents of this Document Set to this status with comment. Use this action to set content approval of a document set to Approved , Rejected , or Pending.

Set content approval status for the contents of this Document Set to Approved with The bill of materials is approved. Note: Content approval needs to be enabled in the list in order to be able to use this action. The following actions are used in approval scenarios.

Pre-built actions are like sub-workflows, meaning that the workflow logic is already defined in the actions; all you need to do is supply the appropriate information.

For information about when to use these workflows and when to use the actions, see the When should you use approval actions section of this article. There is also the Start Custom Task Process. It has built-in logic, but unlike the previous two actions, does not come pre-built with what the workflow should be doing at each phase.

Note: A category of actions called Task Behavior Actions appear in the actions list only when you customize the behavior of an approval action such as Assign Item for Approval or Assign Item for Feedback. For more information on Task Behavior Actions , see the Actions available inside approval actions section of this article.

This action is initially displayed in workflow steps as Start Approval process on Current Item with these users. It routes a document for approval. Approvers can approve or reject the document, reassign the approval task, or request changes. The Start Approval Process action behaves like a pre-built workflow—the logic is already defined in the action.

The action has several different phases built into it that defines task behaviors, task process behaviors, logging to the History Log, e-mail notifications, and completion conditions. Although the action comes with pre-built logic, it still needs information from you—such as the users the reviewers , the order in which the tasks are to be routed to the participants—serial or parallel, the default is serial, and the due dates for task completion.

You can assign tasks to both internal and external participants in the action. An external participant can be an employee in your organization who isn't a user in the site collection, or anyone outside your organization. This action is initially displayed in workflow steps as Start Feedback process on Current Item with these users. Use this action to assign task items for feedback to users in a specific order—serial or parallel.

The default is parallel. Users or task participants can also reassign a task to other users. When the users are done, they can click the Submit Feedback button to indicate task completion. The Start Feedback Process action behaves like a pre-built workflow—the logic is already defined in the action. You can add the actions to your workflow and then customize them for your particular circumstance.

The Assign a task action is used to assign a task to a single participant. The Start a task process action is used to assign a task to multiple participants. The Assign a task action takes three inputs: the user to assign a task, the outcome variable, and the task id variable.

The Start a task process action takes two inputs: the users that will participate in the task and the outcome variable. Skip to main content. This browser is no longer supported. OnMethodInvoking EventArgs. Save Stream. Save Stream, IFormatter.

TrackData Object. TrackData String, Object. The DependencyProperty object that promotes the SpecialPermissions property. The DependencyProperty object that promotes the TaskId property. In this blog you will see how to use CreateTask Activity in the sequential workflow. CreateTask activity is used to create a task in the Tasks list. Steps Involved: 1. Go to toolbox, drag and drop the CreateTask activity from SharePoint Workflow section onto the workflow design surface Workflow1.

Next we need to set the TaskId property, click on the Click on Bind to a new member tab, select Create Field option and then click on Ok.