|
Action |
Description |
|
Add Time to Date |
Allows you to work with date values and store the result in a variable. You can add (or subtract, by indicating a negative value) time (minutes, hours, days, months, or years) to a specified date and store the result in either an existing variable or in a new variable created in this step. |
|
Assign a Form to a Group |
Launches a custom wizard that allows you to easily build a form to collect information from users. The wizard is similar to the Variables Editor discussed in a moment. You can indicate which users are assigned the survey as part of the configuration for this action. |
|
Assign a To-do Item |
Launches a dialog box that allows you to specify the parameters for creating a simple task for a specified user. |
|
Build Dynamic String |
Configure this step to create a string value and assign it to a variable. The string value can contain values retrieved from the current workflow instance by using lookups. We discuss lookups later in this chapter. The variable used to store the string value can be either preexisting or created as part of this action. |
|
Check In Item |
Checks in an item so other users can edit it. You can specify Current Item or provide a column name and value to identify which item to check in. Also allows you to specify a check-in comment, which can be either hard-coded or set via a workflow lookup. |
|
Check Out Item |
Checks out an item so other users cannot edit it. You can specify Current Item or provide a column name and value to identify which item to check out. |
|
Collect Data from a User |
Creates and assigns a task to the specified user. Tasks are used to collect specific information from the assigned user or to have the user complete a process. The ID of the task is stored in a variable so that the information from that task is available later in the workflow via a workflow lookup. Configuring this action will launch the custom task wizard, which is similar to the Variables Editor discussed in a moment. This action is similar to the Assign a To-Do Item action, but allows you to collect information for later use instead of just creating a task. |
|
Copy List Item |
Creates an exact duplicate of an existing list item in a different list on the current site. You specify both the source and destination lists. You can specify Current Item or provide a column name and value to identify which item to copy. |
|
Create List Item |
Creates a new list item in any list on the current site. You specify the list as well as values for all necessary columns. Values can either be hard-coded or based on a workflow lookup. |
|
Delete Item |
Deletes an item from a list on the current site. You can specify Current Item or provide a column name and value to identify which item to delete. |
|
Discard Check Out Item |
Pretty self-explanatory, but this allows you to undo the checkout of an item. All changes to that item will be lost. |
|
Do Calculation |
Performs a simple calculation (plus, minus, multiply, divide, modulo) with two values, which you can either specify or base on a workflow lookup. The results of the calculation are stored in a variable. Typically, this variable would be one created specifically for this workflow. |
|
Log to History List |
Allows you to write an entry to the designated history list for this workflow instance. You can use either fixed text or a workflow lookup value (but not both) as the text to be written. |
|
Pause for Duration |
Allows you to specify that the workflow should suspend processing for a time period you specify (in days, hours, and minutes) when you configure this action. |
|
Pause Until Date |
Similar to the previous action, except that you configure a specific date on which to continue processing the workflow. |
|
Send an Email |
Sends an email when it is executed. The action can be customized to specify the recipient, CC, subject, and body of the message. Each of these fields can be either hard-coded or based on formulas, lookups, or workflow variables. |
|
Set Content Approval Status |
Allows you to specify the current status of the payload item. You can also specify comments, but keep in mind that those comments will be the same for every instance of this workflow unless you use lookups. |
|
Set Field in Current Item |
Allows you to set the value of a specific column in the payload item to a specified value. You can specify this value with either fixed text or a workflow lookup value (but not both). |
|
Set Time Portion of Date/Time Field |
Similar to the Add Time to Date action, except that you specify a specific value for hours and minutes (i.e., not a relative time—plus 5 minutes from when the action executes) and store the results in a variable. |
|
Set Workflow Variable |
Sets a variable for this workflow to a specified value. The value can be either hard-coded or set via a workflow lookup. You can reference a previously created variable or create a new one. |
|
Stop Workflow |
Causes the workflow to stop processing. You can specify text to be logged to the history list with either fixed text or a lookup. |
|
Update List Item |
Updates one or more existing columns in one or more lists. You can specify the list(s), the column(s), and the value(s). You can also specify Current Item to indicate the item that triggered the current workflow instance. |
|
Wait for Field Change in Current Item |
Pauses the workflow until the specified column for this item from the attached SharePoint list equals the value specified. The value can be hard-coded or based on a workflow lookup. |