Use Custom Workflow Actions in SharePoint Designer

In my previous article on "SharePoint Workflow Actions for Designer in Visual Studio" I discussed how to create and deploy a custom workflow action to use in the SharePoint designer.In this article I’m going to discussed how you can use the added action in the SharePoint Designer.

First open your site in the SharePoint Designer and create new workflow as shown in following figure.

Then select the SharePoint list that the workflow should attached to and selects the start option of the workflow as following figure.

Now you can find the newly deployed custom action in the "Extras" category. Chose it and click the "Add" button. Then you have to specify the parameters if your custom action asked for them as follow.

Now everything is done and you can test your work flow. To do this, go to selected list and click on the arrow appear when you put the mouse on title of a list item. Then select the "Workflows" option.

Follow my article on "SharePoint Workflow Actions for Designer in Visual Studio" to learn how to create and deploy a custom workflow action to use in the SharePoint designer.

Read More

SharePoint Workflow Actions for Designer in Visual Studio

Using Microsoft Office SharePoint Designer 2007, you can design workflows without writing custom code. Microsoft has provided an article on Create a Workflow which helps you to get started by explaining some key design considerations and providing a basic procedure, but the problem is there are only few limited actions available in SharePoint Designer 2007 to develop your custom workflows (Figure 1).

You can develop custom actions using Microsoft Visual Studio 2005 or higher and deploy in your SharePoint server. Then you will see your custom action when you click More Actions (Figure 1).

In this article I’m going to show you how to add custom actions to SharePoint site and use it in SharePoint Designer 2007 to develop SharePoint workflows. For your ease here I have included all the necessary screen shots and coding step by step.

Building Custom Workflow

First create new project in Microsoft Visual Studio, there select Project Type as workflow and template as Workflow Activity Library (Figure 2). I have given "MyFirstWorkflow" for the name.

Then Add reference to the "Microsoft.SharePoint.dll" and "microsoft.sharepoint.WorkflowActions.dll". They can be found in your SharePoint server’s ISAPI folder (Figure 3 & 4).

You should copy those files from the same directory to a directory on your local computer if you are developing your project on a machine not having SharePoint or MOSS.

Now you can give a name to your Activity, Here I gave "SampleActivity" as Figure 5 and drag-and-drop codeActivity from Toolbox (Figure 6).

Now replace your Activity1.cs file using following code. If you are using different name spaces and class names, you have to change this code according to those names.

using System;
using System.ComponentModel;
using System.ComponentModel.Design;
using System.Collections;
using System.Drawing;
using System.Linq;
using System.Workflow.ComponentModel.Compiler;
using System.Workflow.ComponentModel.Serialization;
using System.Workflow.ComponentModel;
using System.Workflow.ComponentModel.Design;
using System.Workflow.Runtime;
using System.Workflow.Activities;
using System.Workflow.Activities.Rules;
using Microsoft.SharePoint;
using System.Diagnostics;
using Microsoft.SharePoint.Workflow;
using Microsoft.SharePoint.WorkflowActions;

namespace MyFirstWorkflow
{
    public partial class SampleActivity : SequenceActivity
    {
        SPList _list;
        private EventLog _log;

        public SampleActivity()
        {
            InitializeComponent();
        }
        public static DependencyProperty __ContextProperty = DependencyProperty.Register("__Context", typeof(WorkflowContext), typeof(SampleActivity));

        [DescriptionAttribute("__Context")]
        [BrowsableAttribute(true)]
        [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)]
        public WorkflowContext __Context
        {
            get
            {
                return ((WorkflowContext)(base.GetValue(SampleActivity.__ContextProperty)));
            }
            set
            {
                base.SetValue(SampleActivity.__ContextProperty, value);
            }
        }

        public static DependencyProperty ListIdProperty = DependencyProperty.Register("ListId", typeof(string), typeof(SampleActivity));

        [DescriptionAttribute("ListId")]
        [BrowsableAttribute(true)]
        [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)]
        public string ListId
        {
            get
            {
                return ((string)(base.GetValue(SampleActivity.ListIdProperty)));
            }
            set
            {
                base.SetValue(SampleActivity.ListIdProperty, value);
            }
        }

        public static DependencyProperty ListItemProperty = DependencyProperty.Register("ListItem", typeof(int), typeof(SampleActivity));

        [DescriptionAttribute("ListItem")]
        [BrowsableAttribute(true)]
        [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)]
        public int ListItem
        {
            get
            {
                return ((int)(base.GetValue(SampleActivity.ListItemProperty)));
            }
            set
            {
                base.SetValue(SampleActivity.ListItemProperty, value);
            }
        }

        protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext)
        {
            _log = new EventLog("Add Description");
            _log.Source = "Share Point Workflows";

            try
            {
                //Execute method as a elevated method
                SPSecurity.CodeToRunElevated elevatedExecuteMethod = new SPSecurity.CodeToRunElevated(ExecuteMethod);
                SPSecurity.RunWithElevatedPrivileges(elevatedExecuteMethod);
            }
            catch (Exception ex)
            {
                _log.WriteEntry("Error" + ex.Message.ToString(), EventLogEntryType.Error);
            }
            return ActivityExecutionStatus.Closed;
        }

        private void ExecuteMethod()
        {
            try
            {
                //retrieveing the Site object
                SPSite _site = new SPSite(__Context.Site.Url);

                //retrieveing the Web object
                SPWeb _web = (SPWeb)(__Context.Web);

                //retrieveing the list object
                _list = _web.Lists[new Guid(this.ListId)];

                //retrieveing the list item object
                SPListItem _listItem = _list.GetItemById(this.ListItem);

                _site.AllowUnsafeUpdates = true;
                _web.AllowUnsafeUpdates = true;

                _listItem["Description"] = "This is sample description";

                _listItem.Update();
                _list.Update();

                _site.AllowUnsafeUpdates = false;
                _web.AllowUnsafeUpdates = false;
            }
            catch (Exception ex)
            {
            }
        }
    }
}

In the above code you can see some methods to get the current Site, Web, List and List Item. You don’t need to change those things. In the above simple example I have fill the "Description" column using my custom action written inside the "ExecuteMethod()" method. You can write any custom event which cannot be done using given actions in SharePoint designer.

Signing your Project

To deploy this custom workflow to GAC and the Microsoft Office SharePoint Server, we should assign a Strong Name key and sign the control.

To do this, right click the "MyFirstWorkflow" node in Solution Explorer and select Properties. Then select the Signing tab from the choices on the left. Check the "Sign the assembly" box and select from the "Choose a strong name key file" drop down list (Figure 7).

There give a key file name and click ok. Now you can build your project and ready to deploy.

Deploying to Server

To deploy your custom workflow action to the SharePoint server, follow these simple steps.

Drag and drop the compiled DLL (You can find it in your project folder's bin folder) into the Global Assembly Cache. The Global Assembly Cache is a special folder located at %WINDIR%\assembly where %WINDIR% is the full path to your Windows folder (e.g. C:\Windows or C:\Winnt).

Get the publicKeyToken property of our assembly. You can find it by right click on the file and select properties in "assembly" folder (Figure 8).

Update the "web.config file" by inserting fillowing line between <authorizedTypes> and </authorizedTypes> tags. (You can find your site’s web.config file in SharePoint server’s "C:\Inetpub\wwwroot\wss\VirtualDirectories\<your_site_port>" directory).

<authorizedtype Assembly="MyFirstWorkflow, Version=1.0.0.0, Culture=neutral, PublicKeyToken=8f2766b10f337a33" Namespace="MyFirstWorkflow" TypeName="*" Authorized="True" />

Update the WSS.ACTIONS file by adding following line between

<Actions Sequential="then" Parallel="and"> and </Actions> tags. (You can find WSS.ACTIONS file in SharePoint server’s "C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\1033\Workflow" directory).

<action Name="Add Description"
ClassName="MyFirstWorkflow.SampleActivity"
Assembly="MyFirstWorkflow, Version=1.0.0.0,
Culture=neutral, PublicKeyToken=8f2766b10f337a33"
AppliesTo="all"
Category="Extras">

<ruledesigner Sentence="Add Description to %1">
<fieldbind Field="ListId,ListItem" Text="this list" Id="1" DesignerType="ChooseListItem" />
</RuleDesigner>

<parameters>
<parameter Name="__Context" Type="Microsoft.SharePoint.WorkflowActions.WorkflowContext" Direction="In" />
<parameter Name="ListId" Type="System.String, mscorlib" Direction="In" />
<parameter Name="ListItem" Type="System.Int32, mscorlib" Direction="In" />
</Parameters>
</Action>

Now deploying is completed, reset IIS and you can use your newly added custom action in the SharePoint Designer by going to "More Actions…" (Figure 1) when creating a workflow.

If you want more details on how to use custom actions when creating workflows follow my article "Use custom actions in SharePoint Designer".

Read More