Workflow Deployment

Workflow Deployment

Configuring WF Conductor General Settings

publish menu area in conductor studio.jpgUse this page to define the options that will appear in the Publish menu of the Workflow Conductor Studio.

There are two workflow deployment methods available: Solution Deployment and Simple Publishing. For a detailed explanation of both methods, see About Workflow Deployment Methods. The Workflow Conductor Studio menu screen shot above shows the options available if the Simple Publishing Method is used and all the publishing scope options are checked.

NOTE:

  • Prior to Workflow Conductor release 2.x, Solution Deployment was the only deployment method available. The Simple Publishing method was added in R2.0.
  • If you upgrade Workflow Conductor from version 1.6.x or earlier to 2.0 or higher, the deployment method will be set to Simple Publishing with the Publish to List option checked.

Simple Publishing Method

Wf deployment options.jpg

Simple Publishing is the default selection and often the preferred method. The available publishing scope options are:

  • Publish to List. Allows workflows to be published to a single list. When publishing is complete, the workflow is associated with the list. To use the same workflow in another list, publish the workflow template again to the new list.
  • Publish to Site. When you publish a workflow to a site, it can later be associated with any list in the site. See Associating a site workflow with a specific list for more information. During the publishing process, you can decide to associate the workflow with the current list.

    Icon-WarningIMPORTANT: When publishing to the site, be sure to choose all the start options that other may want to select when associating the workflow to a new list. Start options that are not selected when publishing occurs will not be available when the workflow is later associated with another list.

  • Publish to Site Collection. Publishing to a site collection is similar to publishing to a site, but the scope is larger; the workflow can be associated with any list in any site in the site collection.

    Icon-WarningIMPORTANT: When publishing to the site collection, be sure to choose all the start options that other may want to select when associating the workflow to a new list. Start options that are not selected when publishing occurs will not be available when the workflow is later associated with another list.

  • Publish as Site Workflow. TBD

Solution Deployment Method

A workflow solution is deployed to the current SharePoint web application, activated as a site collection feature, and can be associated with any list in the site collection. You can choose to deploy workflows immediately with this method. However, since workflow solution deployment requires that the application pool be recycled, administrators may want to schedule this activity when fewer users will be impacted. See About Workflow Deployment Methods for more information.

NOTE: In order to use the Solution Deployment Method to deploy workflows using Workflow Conductor on Windows Server 2008, you must disable User Account Control (UAC) Admin Approval Mode or turn off UAC. UAC is a security component that allows an administrator to enter credentials during a non-administrator’s user session to perform occasional administrative tasks. Simple Publishing Method does NOT require a modification to UAC. See Configuring UAC for Workflow Conductor for more information.

To minimize end user impact, select Schedule workflow deployment and configure a deployment frequency, Start Time, End Time, and Deployment Delay to schedule workflows for deployment instead of deploying them immediately.

Wf deployment options-sched.jpg

NOTE: If multiple workflows are scheduled for deployment, the application pool will be recycled after each workflow is deployed. A Deployment Delay of “0” minutes will allow SharePoint to control the solution deployment schedule. To add a mandatory delay between each solution deployment and associated application pool recycle, enter a specific number of minutes. Workflows that were not deployed during the specified Start and End times will be deployed during the next scheduled window.

To view a list of workflows scheduled for deployment or to deploy scheduled workflows manually, go to the Workflow Solution Management section in the Workflow Conductor Control Panel.

Workflow Configuration List

Workflow Configuration List

The Workflow Configuration List is part of the Workflow Start Feature optional component for users who have Workflow Conductor installed along with SharePoint Knowledge Base Solution Accelerator, or users who wish to use out-of-the-box SharePoint

Workflow Conductor Studio: workflow diagram pane

Workflow Conductor Studio: workflow diagram pane

Overview of the Workflow Conductor Studio

WFDiagramPane.pngThe center section of Conductor Studio is the workflow diagram pane, where widgets are dropped to create the workflow path.

To add a widget to a workflow, drag it from the widget pane to the workflow diagram pane and drop it to the desired location in the workflow.

Widgets can be dropped before or after any other widget, and in some cases they can even be dropped inside another widget. When a workflow runs, widgets are executed from top to bottom. While some workflows may be a straight sequence of a few steps, certain widgets can be used to create workflows with more complex paths (for example, the Conditional Branch widget).

Rel4StudioShortcutMenu.jpg

  1. If you see a red warning icon on the upper right corner of the widget, this indicates that the properties option of the widget needs attention. This option is available beginning with Release 4.0; prior to that release, you do not see a warning icon and need to manually check the widget properties to ensure it is ready for use.

  2. Right-click on the widget to view the menu where the Properties option is located.

  3. Actions you can take with widgets:

To copy, cut, paste or delete a widget, right-click it in the workflow diagram pane and select the option from the shortcut menu.

  • Copy and Cut copies the widget to the clipboard retaining any properties you have already configured for the widget.
  • Paste a widget that you cut or copied by right-clicking in the desired location in the studio dialog and select Paste. (The Paste option is disabled if the properties are not completed.)
  • Delete removes a widget from the workflow studio.

See Also:

How to Use the Widget Pane

How to Use the Widget Pane

Overview of the Workflow Conductor Studio

WidgetToolpane.pngWidget_Pane.pngThe widget pane is the left section of Conductor Studio, which contains a list of the widgets used to design a workflow. These are divided into several categories based on the type of action a widget performs.

To expand a category and view the widgets in it, click on the category name.

To add a widget to a workflow, drag it from the widget pane to the workflow diagram pane. As you drag the widget to the diagram pane, you will see anchors around the widget appear.

As shown in this quick video demonstration, when you move the widget close to an anchor point, the dialog shows a blue dot in a dotted box on the area where it will appear if you drop it there.

Given the number of widgets that Bamboo includes within Workflow Conductor, starting with Release 4.0, we offer a search box so you can quickly find a widget by typing its name. You’ll notice the interface with this release looks a little different, but all of your widgets are still grouped in the same categories.

See Also:

Where to find the Workflow Settings

Where to find the Workflow Settings

Overview of the Workflow Conductor Studio

The Ribbon contains general settings for the workflow, including workflow start options, workflow variables and optional fields to be completed when the workflow is started.

Ribbon.png Workflow Settings: Beginning with WFC 4.0, you will find the Settings menu located in the Ribbon. Prior to that release, it was a tab on the right side of the workflow studio.

Init Form: Use the form to collect information workflow parameters, which can be used by the widgets in the workflow.

VariablesStore information to be used in the workflow later.

See Also:

Overview of Workflow Conductor Templates

Overview of Workflow Conductor Templates

Return to Workflow Conductor

open option on menu R4.jpgWhenever you save a workflow in the Workflow Conductor Studio, you create a template. Templates are accessed via the Workflow Conductor Template Gallery which is displayed when you click Open in the Workflow Conductor Studio ribbon (shown here).

By default, a workflow you save is a template only you can see and it is displayed in the My Templates tab of the Workflow Conductor Template Gallery (shown below). There are three other tabs in the gallery that you may see: Shared Templates, Featured Templates and Manage Templates.

WF Template Gallery - just top.jpg

You can choose to share a template you create with other workflow designers. Template managers can decide to feature templates created by any designer. They are the only users who see the Manage Templates tab.

Icon-WarningIMPORTANT: Templates become associated workflows once they are published or deployed. They can be published or deployed to a list or library, a site, or a site collection. They can also be used to create a Site Workflow.

Workflow templates are stored in the Workflow Conductor content database. Workflow template uniqueness is defined by

  • the template name and
  • the designer OR the status (i.e., Shared, Featured).

existing shared template with the same name.jpgYou can name your template anything, even if other designers have templates with the same name. A workflow called Send Email created by Tom is different than one saved as Send Email by Joan. If Tom shares his Send Email template, Joan will see an error (shown here) if she tries to share hers.

Tom won’t be able to re-share his template unless he removes the original shared template from the Shared Templates tab. Any designer can decide to share their template, but only the designer who shared the template or a template manager can remove a shared template.

Icon-WarningIMPORTANT: Saving or editing a workflow template does not affect any associated workflows published or deployed from it.

What can you do with a template?
Save it Save a partially finished workflow and finish it later. See Saving workflow templates for details.
Find it Use the filtering and sorting features of the Template Gallery to find the template you need. To determine which template was used to publish a workflow, see How to determine who published a workflow and when.
Edit it To save time, modify an existing workflow template, save it with a new name, and publish it to a new list. See Saving workflow templates for more information.
Share it

Only the workflow designer (and template managers) can see templates that he/she creates. Allow other designers to use your templates by sharing them. Other designers will not be able to modify the shared template, but they can open it and save it with a different name. This will save time over creating a workflow from scratch.

Icon-Tip If you work on a team with multiple workflow designers, it is good to share your template before publishing it.

Feature it Template managers can choose to feature templates. Featured templates can be opened just like shared templates, but because template managers control the Featured Templates tab, these templates are more secure. See Featured workflow templates for details.
Export it Export a template to store it on your PC and transfer it to another SharePoint farm. See Exporting or Importing workflow templates for more information.
Delete it If a template is no longer needed, you can delete it. See Deleting workflow templates for details.
Manage it Templates are managed by template managers from the Templates tab of the Workflow Conductor Template Gallery or by any SharePoint Administrator with access to the Manage Templates page of the Workflow Conductor Control Panel in SharePoint Central Administration.

Workflow Conductor Template Versions

Workflow Conductor Template Versions

After you deploy a workflow, you may want to make a change to it and deploy a new version. As long as you saved the workflow as a workflow template when you created it in Conductor Studio, you can update the template and create a new version at any time.

You are prompted several times during the workflow creation process to save your workflow template. Simply click Save when you are prompted to do so and give the template a name. This template is what you will use to create a new version of the workflow.

NOTE: Workflow templates are saved in the Conductor database and can be accessed by clicking Workflow > Open in Conductor Studio. When you edit a template, you are not editing the actual workflow. You can delete a workflow from SharePoint and still have the template in the Conductor database.

Workflow versioning is handled differently depending on how the workflow was deployed. Click on the link below that applies to the workflow deployment method configured in the Workflow Conductor Control Panel to learn how to create a new version of workflows deployed using that method:

Workflow Conductor Studio: ribbon menus

Workflow Conductor Studio: ribbon menus

Overview of the Workflow Conductor Studio

Menus in the Workflow Conductor Studio Ribbon

With SharePoint 2010, Microsoft introduced the concept of a fluid ribbon which changes based on what you are doing within a list or library. Prior to the ribbon interface in SharePoint 2007, list and library activities are conducted in menu options. The options within the ribbon are very similar even though the look has changed a little with the ribbon. We include both images below.

Item Description
Workflow:

Workflow.jpg

  • New: Starts a new workflow. If you have a workflow already in progress, you will be prompted to save it.
  • Open: Opens the Conductor Studio template gallery, where workflow templates are stored. See the Workflow Conductor Templates section for more information.
  • Save: Saves the workflow you are currently building.
  • Print: Prints the workflow diagram pane.
  • Import/Export: Imports or exports workflows to an .xoml file. XOML files can be used to transfer workflows between instances of Workflow Conductor.
Settings

Beginning with Release 4.0, you will find the Workflow Settings in the ribbon; the options remain the same:
Settings.png
Releases prior to 4.0
Variables.jpg

  • Settings: Prior to WFC 4.0, the settings was a tab and has now moved into the ribbon menu.
  • Init Form: Click Init Form to create or edit a workflow initialization form. See Workflow Forms or Modify a Workflow Initialization Form for more information.
  • Variables: Click Variables to create or edit workflow variables.
Deploy/Publish:

Captions.jpg

Publish.jpg
Allows you to deploy the current workflow to the farm, list, site, site collection, or as a site workflow, depending on the workflow deployment method configured in the Workflow Conductor Control Panel. If you have not yet saved your workflow, you will be prompted to do so.

View:

View.jpg
View allows you to zoom in or out in the workflow diagram pane.

  • Zoom In/Zoom Out: Increases or decreases the size of the workflow diagram pane.
  • View Standard: Returns the workflow diagram pane to the default size (100%).
Help:

Help.jpg

  • Help: Displays a link to the Online Documentation.
  • Troubleshoot: Checks that Workflow Conductor is properly configured.
  • About: Displays version information for Workflow Conductor.
Close:

Close.jpg

Closes Conductor Studio and returns to the list or library.

See Also:

Conductor Studio Logging

Conductor Studio Logging

Configuring WF Conductor General Settings

sa08CPGeneralSettingsLogging.jpgSelect the level of logging you would like the Conductor Studio to perform during workflow design.

This log level selection only affects logging during Design time. Logging performed when a workflow runs is based on settings that are configured for each widget in the workflow.

The options are:

  • All
  • General Info
  • Debug Info
  • Warnings
  • Errors

Selecting Errors will log the least information. As you go up the list (i.e., to Warnings and then Debug Info), more information will be logged.

Icon-Warning IMPORTANT: Selecting All will write all possible log information to the database, and will increase the amount of database activity. This may result in performance issues. You may want to set logging to this only temporarily, when you are debugging a particular issue.

See Also:

Workflow Conductor Studio 4.0

Workflow Conductor Studio 4.0

WFstudio4.0.jpgWorkflow Conductor provides a simple, yet powerful way to automate and manage your business processes. A simple drag-and-drop interface lets designers easily create and deploy complex workflows without the need for custom coding. Conductor Studio is the Workflow Conductor interface that allows you to create, edit, and deploy new workflows or workflow templates.

The image has been edited to better display the configuration options.

If using a version prior to Release 4.0, see the differences in layout of Workflow Conductor Studio before Release 4.0.

Step Action Result
1. Workflow Conductor Ribbon The Workflow Conductor ribbon replaces the list ribbon when you open the Workflow Conductor Studio. Detailed information about the options on the menu ribbon are illustrated here.
2. Search Searching.pngWith the many widgets we offer in Workflow Conductor, you have an option now to find a particular widget using a search tool.

As you begin typing a widget name in the search box, the corresponding widgets will display as shown here.

3. Widgets The widget pane contains a list of categories and widgets used to design a workflow. You can optionally change which widgets appear in which category from the Configuring WF Conductor Categories page of the Workflow Conductor Control Panel in SharePoint Central Administration.
4. Workflow Diagram Pane The center section of Conductor Studio is the workflow diagram pane, where widgets are dropped to create the workflow path. The diagram pane is described in more detail here.
5. Widget Properties When you right-click a widget, you can see its properties. This dialog opens to display the properties of the currently selected widget. You can read an overview of the widget pane and the common widget properties here, but keep in mind each widget has its own unique properties so if you are working on a specific widget and want to get an understanding of the properties for that widget, find the widget in the Alphabetical List of Workflow Conductor Widgets.
6. Workflow Settings The settings option is now located within the Ribbon; it contains general settings for the workflow, including the title and description, workflow start options, and workflow variables. You can read more in depth information about workflow settings here.

To start Conductor Studio, first make sure that the account you are using has the Design or Full Control permission level for the list or library. Then, navigate to a list or library and click the Create or Edit Workflows button in the List or Library tab of the Tools ribbon.

CreateWF.jpg
NOTE: Administrators can further restrict who can design workflows in Conductor Studio using the Workflow Designers settings in Central Administration > Workflow Conductor. If you are a SharePoint Designer but do not have the Create or Edit Workflows option in the Tools ribbon, contact your SharePoint administrator.

If you are using Workflow Conductor Studio prior to Release 4.0, the studio layout has changed; see prior release of the studio interface here.

Also see: Upgrading Workflow Conductor from a previous version

Can I reuse a workflow somewhere else?

Can I reuse a workflow somewhere else?Can I reuse a workflow somewhere else?

Yes. If Workflow Conductor is configured to use the Solution Deployment method (the default for Workflow Conductor 1.6 and earlier), workflow solutions are deployed as features at the farm level, activated at the site collection level, and automatically associated with a particular list. A workflow can be activated on a different site collection or associated with a different list using standard SharePoint settings.

If Workflow Conductor is configured to use the Simple Publishing method (the default for Workflow Conductor 2.0 and higher), workflows published to the site or site collection can be associated with a different list. Workflows published to a specific list can be associated only with that list.

Workflows can also be saved as templates that can be reopened, edited, and deployed or published to a different location. Templates can be exported and imported into other SharePoint farms where Workflow Conductor is installed. If you associate a workflow to a different site and widget properties in your workflow are configured with specific list or site names, your workflow will still work if a list or site with the same name exists in the new location.

Workflow Conductor Log Viewer

Workflow Conductor Log Viewer

sa08LogViewer.jpgThe Conductor Log Viewer displays log messages from the Conductor database. The Log Viewer can display messages generated from Conductor Studio (Design time log) or from workflows (Run time log), and can show messages for the current site, for all sites in the Web application, or for the entire Farm.

The level of detail for Conductor Studio design time logs is based on the Workflow Conductor Studio Logging setting in the Workflow Conductor General Settings page. The level of detail for workflow run time logs is based on the Logging Level selected for each widget in the workflow. See Widget Properties Tab for more information.

NOTE: If you leave the default Errors Logging Level setting for all widgets in your workflow and your workflow runs with no errors, you will not see anything in the Run time log view in Log Viewer. This is normal behavior.

The Conductor Log Viewer Web Part is available in the Web Part Gallery after Workflow Conductor is installed. Users with the Add and Customize Pages right can add the Web Part to a page. The Add and Customize Pages right is included by default in the Design and Full Control permissions.

Configure the Log Viewer Web Part

To use the Web Part:

Step Action Result
1. Select Run time log (the default) to view the workflow logs in the Conductor database related to issues that occur when a workflow executes. The level of detail for workflow run time logs is based on the Logging Level selected for each widget in the workflow. See Widget Properties for more information.
2. Select Design time log to view the Conductor Studio logs in the Conductor database related to issues that occur in the Workflow Conductor Studio. The level of detail for Conductor Studio design time logs is based on the Workflow Conductor Studio Logging setting in the Workflow Conductor General Settings page.
3. Select a scope for the log view: Current Site, Web Application, or Farm.
4. Use the paging links at the bottom of the window to view additional log entries.
5. Click the Export to Excel button to export the current view of log entries to Excel.
6. If sorting is allowed by the Web Part Properties: Click on a column name to sort log entries.
7. If filtering is allowed by the Web Part Properties: To filter log entries, enter a string in the filter box below the column name, click the filter icon, and select a filter criteria. You can apply one filter at a time. To remove a filter, click the filter icon and select No Filter. sa08LogViewerFilter.jpg
8. If grouping is allowed by the Web Part Properties: Drag a column name to the area above the columns to group log entries. You can group by multiple columns. To change grouping order, drag the column name to a different position. To remove a grouping, drag the column name away from the grouping area. sa08LogViewerGroupBy.jpg

See Also:

Workflow Conductor Log File Archiving

Workflow Conductor Log File Archiving

Configuring WF Conductor General Settings

sa08CPGeneralSettingsArchive.jpgDefine how Workflow Conductor handles log archiving for the Workflow Conductor Studio log files. By default, Workflow Conductor installs a SharePoint timer job that will run weekly and will delete any Conductor Studio log entries in the Conductor database that are older than one month.

If you would like to change this behavior, the following options are available:

  • Archive Location: You can save archived log file data to a location on your server by entering a directory name. The directory you enter must already exist on your system, and the Central Administration application pool user must have permissions to write to the directory.

  • Archive Log Entries Older Than: Select a filter for Conductor to use to delete log file entries from the database. You can delete entries older than 1 month, 3 months, 6 months, or 12 months. The default is 1 month.

  • Archive Schedule: Select a schedule for the timer job to run. By default, it will run weekly.

  • Start Day/Time/Minute: Depending on what archival schedule you selected, you may also configure a day, time, and/or minute for the timer job to start.

General Settings

Workflow Conductor General Settings

Workflow Conductor General Settings

To change Workflow Conductor global settings, go to Central Administration > Workflow Conductor Control Panel, and then click General Settings. You should review and update each setting listed here after you install Workflow Conductor.

General Settings

Workflow Association in MOSS or WSSv3

Workflow Association in MOSS or WSSv3

Once you deploy a workflow or publish it to a list, it is automatically associated with the list or library where you created it. Depending on how your workflow was deployed or published, it may also be available to associate to other lists or libraries in the site or site collection. If your workflow configuration is generic enough, you may not need to modify the workflow at all for it to run with other lists.

Icon-Tip To see how to associate a workflow in SP2013/SP2010, see Associating a site workflow with a specific list.

To associate an existing workflow with a different list or library:

Step Action Result
1. In the list or library, click the Settings menu, and then click Document Library Settings or List Settings. sa08ListSettings.jpg
2. In the Permissions and Management section, click Workflow settings. sa08ListSettingsWFSettings.jpg
3. In the Change Workflow Settings page, click Add a workflow.

sa08AssociateWorkflow.jpg

NOTE: If you have never previously added a workflow to this list or library, you will bypass this screen.

4.

Select the workflow from the Workflow list. The following Conductor workflows are displayed in the list of available workflows:

  • Workflows deployed using the Solution Deployment method that are activated as a feature in the site collection.
  • Simple Publishing workflows published to the same list, the site, or the site collection.
sa08AddWorkflowSettings.jpg
5. Give the workflow a name unique to this list (this does not have to match the workflow name), select the Task and History lists the workflow will use (if you don’t want to use the default), define your desired Start Options, and click OK. Your workflow is now associated to the current list or library and is listed as an available workflow for list items.

See Also:

Workflow Conductor

 

WFconductor.png Bamboo’s Workflow Conductor™ Workflow Conductor is a simple, yet powerful, solution for creating and managing custom workflows in SharePoint. When Workflow Conductor is installed, SharePoint users with the Design permission level can create and deploy custom workflows using Workflow Conductor Studio.

Highlights Release Notes Complementary Products

 

Install

Permissions

License

Permissions

ServerAdmin ServerAdmin

Configure

Permissions

Work With

Permissions

SiteAdmin User-1
Click here if you would rather see a complete list
of all topics for this product.
Bamboo Shopping BagClick on the shopping bag or here to download a trial of the product or to purchase it.

Wiki Publisher

 

WikiPub.png
With the Wiki Publisher web part, you can start reaping the full benefits of a SharePoint Wiki Library by adding the ability to import and export information effortlessly.

 

Highlights Release Notes Complementary Products

 

Install

Permissions

License

Permissions

ServerAdmin ServerAdmin

Configure

Permissions

Work With

Permissions

SiteAdmin User-1
Click here if you would rather see a complete list
of all topics for this product.
Bamboo Shopping BagClick on the shopping bag or here to download a trial of the product or to purchase it.

Widget URL References

Widget URL References

URL references are special references that allow you to include a hyperlink in an e-mail body with a different display name than the URL (e.g., Bamboo instead of http://www.bamboosolutions.com). URL references are supported in task e-mail templates, in the Send Email widget Body property, and in the Request Approval Widget and Request Feedback Task Description properties.

URL references must be typed into the e-mail Body or Task Description rich text field, and must be in the following format:

[_URL(http://url.com), _Text(Text to display)]

Both the _URL and the _Text properties of the URL reference support lookups as all or part of the property. Below are some examples of valid URL references. Lookups are noted in purple; you can insert a lookup anywhere you see the lookup icon (Icon-Search) or the Add Lookup (Button-AddLookup) button.

Availability of specific lookups will vary between Conductor Studio and the e-mail template editor.

Hyperlink to specific URL
[_URL(http://www.bamboosolutions.com) ,_Text(Bamboo)]Bamboo

Hyperlink to document
(Click here for more information)
[_URL({Reference:List URL (Absolute)}/{CurrentItem:Name}) ,_Text({CurrentItem:Name})] Sample Document

Hyperlink to item DispForm.aspx page

[_URL({Reference:Item URL}) ,_Text({CurrentItem:Name}) Properties] Sample Document Properties

Hyperlink to SharePoint Workflow Status page
[_URL({Reference:Workflow Status URL}) ,_Text(Click to view workflow status)] Click to view workflow status

See also:

Field Lookup

Field Lookup

Using Lookups in Workflow Studio

SA08ExternalLookup.jpgField Lookups (formerly “External Lookups”) are similar to Current Item Field lookups, but they allow designers to specify fields from other items, not just the one the workflow was started on. The other item could be in another list on the same site, in other lists in a different site, or even in a list on a site in another site collection.

To configure a Field Lookup, click lookup icon.png to open the Add Lookup – Webpage Dialog and then perform these simple steps:

Step Action
1.

First, select the Site Collection, a Site in that site collection, and a List in that site where the item you want to lookup resides.

NOTE: If you are building a site workflow, use specific site collection/site/list references instead of the “Current” site collection/site/list.

2. Next, select a field in that list to return (the Lookup Field). If the lookup field you select is a SharePoint Person or Group column, you can also choose how to display the user information when the lookup is expanded.

See Notes below.

3.

Finally, specify the item in the list to use, since the workflow does not know about it like it knows the “current” item. Select a Filter Field in the list that you want to use as a matching (or “key”) field, and specify the value that the filter field must have in order for the item to be a match. You can either type something explicitly in the Equals field, or you can insert a lookup to some other value, such as a matching property in the current item.

NOTE: Display options for Person or Group columns are not available if you insert a lookup from the User Lookup form (sa08userlookupbutton.jpg). This is because widget properties that use the User Lookup form require the information to be in a specific format, which Conductor sets automatically.

As an example, this screenshot shows a Conditional Branch Widget configured only to perform an action if the current item is newer than an item with the same Name in a list called Published Documents. A Field Lookup retrieves the Created date field from a list where the Name of the list item matches the Name of the current item.
sa08ExternalLookupEx.jpg

NOTE: If the Field Lookup returns more than one item when the widget runs, the first matching item found is used.

Icon-Tip You can use a lookup in place of an actual Site Collection, Site, List, or Field name by selecting the –Other [Site Collection/Site/List/Field]– option. Once you use a lookup for one Field Lookup form field, all other form fields subordinate to that will require a lookup or explicitly-entered value. Since lookup values are not known until the workflow runs, Workflow Conductor will fill in the actual values then.

sa08ExternalLookupEx2.jpgAs another example, this shows a Field Lookup configured to retrieve the Created by column value from a list and list item that are created during the workflow. Since the list name and the list item ID are both workflow variables and not known until the workflow runs, lookups or specific values are used to populate these values.

NOTE: The display format for the Created by field cannot be set; Workflow Conductor will not know it is a Person or Group field until the workflow runs.

Notes:

  • When specifying criteria for a Field Lookup that is a SharePoint Person or Group column configured to allow multiple values, the SharePoint column values must be listed in the exact order specified in the lookup criteria. For example: If the criteria is a Person or Group column matching User1; User2, SharePoint column values entered as User2; User1 will not match.

  • When specifying criteria for a Field Lookup that is a SharePoint Choice column configured to allow multiple values, you cannot select the values like you can for single Choice columns. You must enter them as text or a lookup to text in the format Value1, Value2 (the space after the comma is required). The values must be entered in the same order they appear in the SharePoint column.

See also:

Current Item Field Lookup

Current Item Field Lookup

Using Lookups in Workflow Studio

Add Lookup dialog.pngCurrent Item Field lookups allow the workflow designer to assign the value of a field in the current item to a widget property. The current item is the item that triggered the workflow. To specify a field, select it in the list and click Add.

display user as.png
If the field you select is a SharePoint Person or Group column, you can also choose how to display the user information when the lookup is expanded.

Icon-WarningIMPORTANT: Current Item Field lookups are not valid for site workflows.

sa08CurrentItemEx.jpgAfter choosing a field and clicking Add, a {CurrentItem:Field} placeholder is inserted into the widget property. When a widget using a Current Item Field lookup is reached during a workflow, Conductor retrieves the field from the item the workflow was started on and replaces the lookup with the current value for that field.

For example, if you set the To: property of a Send Email widget to use the Modified By field of the current item, the widget would send an e-mail to the user who most recently modified the item.

NOTE: Display options for Person or Group columns are not available if you insert a lookup from the User Lookup form (Icon-UserLookup), as you would in the example described above. This is because widget properties that use the User Lookup form require the information to be in a specific format, which Conductor sets automatically.

See also:

Why is the Run Alert Plus on Application Server radio button grayed out?

Why is the Run Alert Plus on Application Server radio button grayed out?

You have just upgraded to or installed Alert Plus R4 and you want to specify that the Alert Plus services run on certain application servers in your farm. However, when you go to the Alert Service Selection page in SharePoint Central Administration, the radio button is disabled.

app server selection grayed out.png

This is probably because you have not installed and configured the Alert Plus Service Components on your farm. Please see Run Alert Plus from an Application Server for more information.

Why is my site unavailable momentarily when a workflow is deployed?

Why is my site unavailable momentarily when a workflow is deployed?Why is my site unavailable momentarily when a workflow is deployed?

If Workflow Conductor is configured to use the Solution Deployment method, your site may be temporarily unavailable when the workflow is deployed from Conductor Studio. Workflow solutions are deployed as features using the Microsoft recommended WSP deployment method, just like a Visual Studio workflow. This automatically recycles the application pool, which makes the site temporarily unavailable. In most cases, this is nearly instantaneous and should only be noticeable if a Web page is loaded in the few seconds after the deployment. Administrators can schedule this deployment and the associated application pool recycle to occur at a scheduled time using the Workflow Deployment Schedule options in the Workflow Conductor Control Panel General Settings page. Application pool recycling does not occur when using the Simple Publishing deployment method.

Who can use Group Email

Who can use Group Email

Overview of Group Email configuration toolpane

HW14_Groups_That_Useg.png
Administrators determine who has the ability to use Group Email when they select Site Groups(s) that can Email in the web parts configuration tool pane.

When configuring Group Email keep in mind:

  • The Group Email icon will be visible to all site users by default

  • Members of site groups approved to send email be able to click the link and send email to the configured group

  • HW14_icon.png Users who are not members of approved groups will see the Group Email icon on the page, but there will be no response from the web part if they click the icon.

  • If you are using a version of SharePoint that supports target audiences, you can use this SharePoint feature to hide the web parts icon from users

How to use Target Audiences

Step Action Result
1.

To use target audiences expand the Advanced section of the Group Email configuration tool pane and scroll to Target Audiences

NOTE Target Audiences are not available on WSS 3.0 or Foundation versions of SharePoint.

Image of expanded Advanced section of the Group Email configuration toolpane
.
2. Click the address book icon to Add the groups who were given the ability to send mail in the Group Email Configuraton section of the tool pane Image of Select Audiences pop up screen
3. Click OK to close the Select Audiences pop up Users who are not members of your Target Audiences will no longer see the Group Email icon on the page.

Overview of Group Email configuration toolpane

Which Trigger Type Should You Use?

Which Trigger Type Should You Use?

When configuring an alert, one of the most important considerations is the trigger type. The trigger type determines how the alert is triggered. The available options are shown in the screen shot below.

trigger types.png

While all trigger types are available when alerting on SharePoint Lists or Libraries, some are not available when alerting on the contents of the List Rollup. Refer to the table below for more information about each trigger type. The List Rollup column indicates whether the trigger is or is not available for List Rollups.

Type Description List Rollup?
A specific column in the list changes

Use this trigger type when alerting on a SharePoint List or Library when you want to watch the value of a specific column (or a few columns).

When an alert with this trigger is created, an event handler is added to the list and every change to items in the list are tracked in the Alert+ AlertchangeList list.

Icon-Tip See an example of how to create an alert using this trigger type here.

No
An item in the list is deleted

Use this trigger type when alerting on a SharePoint List or Library when you want to send an alert when an item is deleted.

When an alert with this trigger is created, an event handler is added to the list and every time an item is deleted, the action is tracked in the Alert+ AlertchangeList list.

No
An item in the list is created. Use this trigger type to send an alert when an item is added to a SharePoint List or Library or to the lists/libraries included in a Bamboo List Rollup. Yes
An item in the list is modified. Use this trigger type to send an alert when an existing item in a SharePoint List or Library or in any of the lists/libraries included in a Bamboo List Rollup is modified. Yes
An item in the list is created or modified

Rather than create a separate alerts of when items from the same source (SharePoint List/Library or Bamboo List Rollup) are created and modified, use this trigger type to create only one alert.

NOTE: Alerts with this trigger type can be configured with separate email messages for when items are created and when they are modified.

Yes
An item exists

Use this trigger to type to send reminder emails. This type of message isn’t triggered when data changes, but when an item exists under certain conditions. It is not currently possible to send these types of alerts from SharePoint out-of-the-box.

When this trigger type is selected, the number of Follow-up Wait Days must be entered. Because alerts with this type of trigger are often processed by the As Soon As Possible timer job, it is important to specify how long to wait between successive email messages. Enter the number of days to wait before alerting on the same item again.

NOTE: Fractional days are not supported for the Follow-up Wait Days value. Please enter a whole number.

followup wait days.jpg

Icon-Tip See an example of how to create an alert using this trigger type here.

Yes

Where to locate PowerShell scripts from the Run PowerShell Widget in Workflow Conductor

Where to locate PowerShell scripts from the Run PowerShell Widget in Workflow Conductor

After you create a workflow, you may want to locate the .XOML files associated with it perhaps to copy it and store in another site. If you have installed Workflow Conductor, you can view the scripts by opening the workflow template in WFC studio. If you have removed the product and need to recover the contents of a PowerShell widget (the script), the workflows are stored in the content database the same way out-of-the-box SharePoint workflows are stored.

  • Open SharePoint Designer on the site collection and navigate to the All Files folder.

  • Within that folder resides a sub-folder called “WorkflowsConductor”.

  • When you click on that folder, you’ll see all the workflows you’ve created both from Workflow Conductor and workflows you create from SharePoint out of the box.

  • Choose the Workflow Conductor workflow you want to recover the PowerShell script from and you will see 3 files

  • Export the .xoml file to your desktop (You can’t edit it in SP Designer)

  • Open the .xoml file in a text editor such as Notepad

  • Search for “PowerShellScript=”

    • The text after that is the contents of your PowerShell script
  • It is in HTML, you will need to convert it to plain text. You can do that with this website.

Then you’ll see the script as you pasted it.

Where are workflows stored in SharePoint?

Where are workflows stored in SharePoint?

After you create a workflow, you may want to locate the .XOML files associated with it perhaps to copy it and store in another site.

  • Open SharePoint Designer on the site collection and navigate to the All Files folder.

  • Within that folder resides a sub-folder called “WorkflowsConductor”.

  • When you click on that folder, you’ll see all the workflows you’ve created both from Workflow Conductor and workflows you create from SharePoint out of the box.

When an Item is Deleted from File Share Library

When an Item is Deleted from File Share Library

Return to Configuration Overview

Deletion Settings.png Select the action to be taken when an item stored on the network file share is deleted via File Share Library. If you imported an item to File Share Library, the settings in this section do not apply. The item is simply deleted from File Share Library, just like any SharePoint Document Library.

Step Action Result
1. When an item is deleted from File Share Library, one of the following two actions can occur. The action occurs immediately, and does not require synchronization:
A
Delete the item from the network file share: The item will be permanently deleted from the network file share, and the link to the item is removed from File Share Library.
B
Move the item from the network file share to an archive location: The link to the item will be removed from File Share Library, and the file will be archived to the specified location. The archive location must be a different shared folder than File Share Library’s network file share. Enter its location as a UNC path (servershare).
2. When an item is deleted from the network file share, one of the following two actions can occur the next time File Share Library is synchronized:
A
Delete the item from File Share Library: The link to the item in File Share Library will be removed.
B
Change the status of the item in File Share Library to not available: The link to the item will remain in File Share Library, but its status is changed to “File not available”. The item cannot be accessed. Use this option if you want to preserve metadata that was saved with the placeholder link in File Share Library.

See also:

When an Item is Added to File Share Library

When an Item is Added to File Share Library

Return to Configuration Overview

There are two actions you can set so that when a file is added using the File Share Library page (either by upload or moved from elsewhere in SharePoint) different actions occur. By default, the file size of the item you are uploading cannot exceed the maximum file size configured for your SharePoint farm.

Export Setting.png

Option Action Description
1. Automatically export all items: DISABLED

When you add an item to File Share Library, the item will be stored in File Share Library, just like a SharePoint Document Library. The file is stored in the SharePoint content database. This option is useful if you are migrating the contents of a network file share to SharePoint, and want users to upload new documents only to SharePoint. 1

NOTE: When a new item is added directly to the network file share, a link to that item is automatically created in File Share Library during the next synchronization. The settings in this section do not apply to files added directly to the network file share.

2. Automatically export all items: ENABLED When you add an item to File Share Library, the item will be immediately copied to the network file share. A placeholder file is added to File Share Library to act as a link to the file on the network file share. This option can be used if you have large files that you don’t want to be stored in the SharePoint content database.2

See also:

1 When items are added only to File Share Library, the Maximum Upload Size setting in the Web Application General Settings applies. The default value of this setting is 50 MB. Changing this setting changes the maximum upload size for all SharePoint uploads.

2 By default, the file size of items added to File Share Library and copied to the network file share cannot exceed the Maximum Upload Size setting configured for the Web application (default 50 MB). Read the topic Enabling Support for Large Files for instructions on how to increase the maximum upload size for File Share Library.

What is an External Host Path

What is an External Host Path

options tab-external host path.pngConfigure an External Host Path on the Options page of the Mail Format tab.

You may consider configuring it if you have external SharePoint users who may access SharePoint using a different URL than internal users.

What is a reusable workflow?

What is a reusable workflow?

Within the Workflow Conductor, a reusable workflow is a published workflow that can be re-used without opening the Workflow Conductor Studio. It is not a workflow template, as any template can be re-used to publish a workflow to a list.

Since the Workflow Conductor is available only to site Designers or designated Workflow Designers, it is useful for others to be able to associate a Workflow Conductor workflow with a list.

A Workflow Conductor workflow is reusable if it has been published to a site or site collection.

See Associating a site workflow with a specific list for more information.

What is a Widget?

What is a Widget?

widgets.jpgWidgets are what we call the customized activities that we built for Workflow Conductor. They are modular bits of functionality that act as building blocks for creating custom workflows.

For more information about using widgets to build a workflow, see How to Use Workflow Conductor Widgets.

What to do if filtering data returns an error

What to do if filtering data returns an error

Running into an error when filtering your data? There could be many implications depending on the type of filters you are performing on your content. Below is one example of an error you may see when using the “Between” or “NotBetween” filters on a date column.

Filtering Data Between Two Dates

Error Message: Item Command: : Filter value is not a valid format. To filter fields using the ‘is between’ or ‘is not between’ operator, use the format ‘value1 to value2’.

HW37-ErrorFIlteringBetween.pngNotice in this selection, the data being filtered is between 6/21/2015 and 6/25/2015. This triggers an error message because the data is from one date up to another date.

The message is explaining what the user needs to do; rather than using and to connect the dates, change it to to because the filter is looking for a match from date1 to date2.

If using the filter “NotBetween”, the same error would display as Data-Viewer uses the same algorithm to filter the data.

Filter-NoErrors.pngSimply changing the value to the word to between the dates makes the filter process clean and alleviates the error message.

See also:

What happens if my workflow encounters an error when it runs?

What happens if my workflow encounters an error when it runs?What happens if my workflow encounters an error when it runs?

By default, Workflow Conductor will stop the workflow with a status of “Errored”. With Workflow Conductor Release 1.1 or higher, you can also choose to continue running the workflow by advancing to the next widget. This is a choice in the Workflow Conductor Studio Widget Properties tab for each widget.

workflow error in email.jpgWhen a workflow errors, an email containing the details of the error will be sent to the Workflow Initiator by default.

If you would rather the error email go to the Workflow Designer or some other person, configure the Workflow Error Reporting section of the Workflow Conductor Control Panel General Settings page in SharePoint Central Administration.

What does it do?

What does it do?

List Print is a feature that runs on your SharePoint server; once installed, deployed, and activated, it displays a Print List option in the List Ribbon (or the Actions… menu, if you are using WSSv3/MOSS) for any SharePoint list. When selected, the Print List option opens a new browser window with the contents of the current list displayed and formatted in a manner ideal for clean, easy printing. From here, you can choose the list view to print and select a basic table or column arrangement. From the Actions menu on this page, you can choose to Print, using your standard Browser print options, or Export to Excel.

What features need to be activated when deploying WF Conductor to a new web app on my farm?

What features need to be activated when deploying WF Conductor to a new web app on my farm?

A workflow cannot be used until it is deployed to SharePoint. To deploy a workflow, click the Publish menu in the Conductor Studio menu and select a deployment or publishing option. Several things happen when you deploy a workflow:

  • First, Conductor checks to see whether the workflow is fully configured.

  • If there is missing or invalid configuration information, Conductor Studio will display an error message with the details.

  • If there are any unsaved changes to your workflow, Conductor will prompt you to save the workflow as a template. Templates can be modified and redeployed as new or updated workflows later.

  • The workflow is then deployed to SharePoint according to the Workflow Deployment option you selected.

If the workflow is deployed using the Solution Deployment method (Publish > Deploy):

The workflow is compiled and deployed as a farm solution to all Web applications in the farm where Workflow Conductor is installed.
The workflow is added and activated as a site collection feature in the current site collection.
The workflow is associated to the list or library where you launched Conductor Studio, with the Start Options you configured in the workflow.

If the workflow is published using the Simple Publishing method (Publish > Publish to List):

  • Conductor checks to see if an existing workflow with the same name already exists. If so, you will be asked if you want to overwrite the existing workflow. This is the best way to create a new version of a workflow. For more information about overwriting published workflows, see Workflow Versioning.

  • The workflow is published to the SharePoint list and is automatically associated to the list or library where you launched Conductor Studio, with the Start Options you configured in the workflow.

NOTE: Workflows deployed using the Solution Deployment method are farm solutions, so the application pool will be recycled when the workflow is deployed. As a result, sites may be temporarily unavailable. You can control when this deployment and application pool recycle happens by scheduling workflow deployment in the Workflow Deployment settings in Central Administration > Workflow Conductor Control Panel > General Settings.

sa08StartWFfromProps.jpg

sa08StartWFfromItemMenu.jpgThe workflow is now ready to be used, and is displayed with other available workflows under the Workflows option for an item in that list or library.

All the .wsp solutions associated with the WF Conductor are deployed globally (to the 12, 14 or 15 hive), so there is nothing more to do for them when provisioning new web apps.

When you provision a new web app:

  1. Go to the Web Application Features and activate the feature called “Bamboo Workflow Conductor Web.config Modifications Vx.x”. It will make changes to the web.config programmatically. The changes support AJAX/Telerik and workflow publishing.

  2. Go to the site collection(s) where you want to use Conductor, and activate the four features below:

  • Bamboo Workflow Conductor Feature Manager
  • Bamboo Workflow Conductor Studio
  • Bamboo Workflow Conductor Web Parts
  • Bamboo Workflow Conductor Widgets

What are the Benefits?

What are the Benefits?

SharePoint allows users to store and organize a wide variety of information within SharePoint lists or libraries; unfortunately, the only immediately available method for printing a list or library is to do so via the browser. Printing this way includes everything on the page (not just your list), and doesn’t print anything that spans more than one page.

When you export list content to Excel from SharePoint, all the data is exported as text and you often need to format it after export if you want to view or sort it properly. Bamboo’s List Print provides multiple output options to the standard List interface, including export to Excel with formatting, as well as a flexible print command that allows you to generate readable, professional looking lists suitable for the printed page.

What are lookups and why would I use them?

What are lookups and why would I use them?

A lookup is a placeholder for a value that is not known until the workflow runs. Lookups can be used in many widget properties instead of defining a specific value.

When a widget uses a lookup, it retrieves the value stored in that location when the workflow runs (more specifically, when that widget runs). This allows a workflow to use a current value for an item so it can behave dynamically based on real-time data.

For more information about using Lookups, see Using Lookups in Workflow Studio.

Welcome Text

Welcome Text

SA15_EditWelcomeText.jpgTo welcome users to Community Central, we have provided some sample text. To edit this text, simply click the Edit Page button in the Page ribbon and enter new text in the Content Editor Web Part. When you are finished, click the Stop Editing button.

NOTE: You must have the Add and Customize Pages permission in SharePoint to edit the welcome text. This permission is included in the SharePoint Design and Full Control permissions levels and in the Community Central Moderators and Administrators permission levels.

See also:

Weather Providers and Locations

Weather Providers and Locations

Return to Configuration Overview
Step Action Result
Select Weather Provider Choose your preferred weather provider. Providers.jpg
Weather content and images may vary by provider. Some weather providers require an API key. If required, you must contact these providers directly to request a key.
Search Weather Location You can select up to 20 Current Weather Locations to be displayed on the page. SearchingLocations.jpg
Search Results The results appear in the drop down so when you click the Add button, the results will display.

Results.jpg
To add a new location:

  • Type the name of the city in the Search Weather Location text box. Cities matching the search criteria are displayed in the Search Results list.
  • Select the desired city from the Search Results drop down list.
  • Click Add.

To change the order in which locations are displayed on the page:

  • Check the box at the end of the weather location row to select it.
  • Click Up or Down to move the location in the display list.
  • To remove a weather location:
  • Check the box at the end of the weather location row to select it.
  • Click Remove.

To customize the display name for a location:

  • Enter a custom display name in the Display Name box.
  • Leave this box blank to accept the default display name.

To display the weather in Celsius and/or Fahrenheit

  • Select the appropriate check box (C or F) for each location. Selecting both boxes will display both temperature formats.
  • The temperature display will default to Fahrenheit if no option is selected.

To add a hyperlink to the location:

  • Enter a URL in the Link box. This URL will be opened in a new browser window when you click on the location name.
  • Leave this box blank to default to a Bing Maps view of the location.

To add an RSS feed to a location:

  • Enter an RSS feed location in the RSS Feeds box. RSS feed contents will be displayed when you click the RSS Feeds icon (Icon-RSS).
  • For more information about how to enter RSS feeds, click here or click the RSS Feeds column name.
Weather Preferences

Select the Show Weather checkbox to display current weather data.

  • Choose a Detailed forecast time period to be displayed when you click on the Detailed Forecast icon

  • Select the Show Country/Province checkbox to display the location name for the selected location.

showResults.jpgIn the example here, we are displaying the weather in diverse locations across the globe. Since Europe and Asia use the Celsius measurement for temperatures, we are displaying temperatures in Celsius for those countries while showing temperatures in Fahrenheit for locations in the US. We also show the country and province for the location in this example.

Wait for Field Change Widget

Wait for Field Change Widget

The Wait for Field Change widget pauses the workflow until the value of a field in the current item or an item in another list meets a defined condition.

sa08LimitationIcon.jpg Widget Limitations:

  • When waiting for a SharePoint Person or Group column configured to allow multiple values, the SharePoint column values must be listed in the exact order specified in the widget. For example: If the widget is waiting for the Person or Group column to change to User1; User2, SharePoint column values entered as User2; User1 will not match.
  • When waiting for a SharePoint Choice column configured to allow multiple values, you cannot select the values in the widget like you can for single Choice columns. You must enter them as text or a lookup to text in the format Value1, Value2 (the space after the comma is required). The values must be entered in the same order they appear in the SharePoint column.

Widget Properties:

Column Description
Wait for Field (Required) Click the sa08EllipsisIcon.jpg button to select a field and desired condition. You can monitor a field in the current item, or a field in an item in another list in the current site, site collection, or another site or site collection. See the sections below for instructions to configure the widget for each case.
To monitor a field in the current item:
Select Select Current Item Fields (the default).
Field Select a field in the current item to monitor.
Operation

Specify a condition for the field. Available choices vary by field type, and include:

  • Equal To
  • Not Equal To
  • Contains
  • Does Not Contain
  • Greater Than
  • Less Than
Value Specify a value that the selected field must match in order for the workflow to proceed.
To monitor a field in another item:
Select Select External List Lookup. To monitor an item in another list in the current site, select a list in the List box. To monitor an item in a list in another site or site collection, make the desired selections in the Site Collection and Site boxes and then select a List.
Field Select a field to monitor.
Filter Field/Equals To identify the specific item in the list that you want to monitor, select a Filter Field and enter a match criteria in the Equals box, either by typing one or by adding a lookup using the Add Lookup icon (add lookup button). If more than one item matches the criteria, the first item returned is monitored.
Operation

Specify a condition for the field. Available choices vary by field type, and include:

  • Equal To
  • Not Equal To
  • Contains
  • Does Not Contain
  • Greater Than
  • Less Than
Value Specify a value that the selected field must match in order for the workflow to proceed.
Loop every N Minutes When monitoring for changes to items in a list other than the current list, Conductor must periodically check the item for changes. Enter a number of minutes between checks. A value of 0 will check the item at the next Workflow timer job interval.
Click Apply to save the widget settings.

Example of Wait for Field Change

Return to Workflow Logic Widgets List

See Also:

WBS Level Format Settings

WBS Level Format Settings

Return to Configuration Overview

You can configure the text for the Work Breakdown Structure (WBS) numbering in the Task Master tool pane. To format a WBS level:

Step Action Result
1. In the tool pane under WBS Level Format Settings, choose the WBS level in the WBS Level drop-down list. WBS.jpg
2. Select Click here to format the selected WBS Level.

After you select a WBS level and click on the green hyperlink, a blue formatting box is added to the WBS Level Format Settings section.
Settings.jpg
Click the blue box to set the text formatting for that level.

Icon-WarningImportantThe level you pick in the drop down box will be matched in the blue selector box that appears above it. In our screen shot above, we picked X.X.X.X.X and that is the formatting option that appears in the blue box above it.

3. A dialog box allows you to choose format the font, font color (i.e. Foreground > Pick), font size and font style. Text.jpg
4. After you finish formatting the text for each level, click Apply and then click OK.

This is an example of how each level is formatted differently:
hw45-2010-chooseWBS1.jpg
The result of the formatting will appear as follows:
hw45-2010-formattedwbs.jpg

NOTE: If when you are working with Task Master and the text color in the grid changes after you click Recalculate, refresh the browser by clicking F5 to reapply color coding.

Visual Presentation

Visual Presentation

Real-time reporting brings your data up to speed and your best arguments to life. Whether you’re monitoring key performance indicators, or building the ultimate top-level dashboard for company performance, Bamboo’s visual presentation tools provide an incredible range of visual functionality you simply can’t get with out of the box SharePoint. Our robust collection of visualization tools are designed to plug directly into your SharePoint environment so that you can start creating visually dynamic, interactive charts as well as powerful geographic maps in an instant.

Product Details Documentation Description

Chart Plus Display List, SQL or Bamboo List Rollup data in a chart using the Bamboo Chart Plus Web Part to quickly generate charts and present powerful reports and data summaries to your users.

List Rotator Bring attention to the important items in your list. Attach List Rotator to a list view, such as Announcements, and rotate important content with highly customizable effects. Customize the layout of the items in the Web Part as well as the CSS.

Virtual Map The Virtual Map View Web Part geographically displays SharePoint list data or SQL data using marker icons on a Google™ or Virtual Earth map.


World Clock & Weather The Bamboo Solutions offers the World Clock & Weather Web Part for free to allow users to display local time and weather for selected major cities around the globe.