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Showing posts with the label Workflow Tasks

Displaying workflow item information from a custom ASPX task form

When building custom workflows, often we want custom Task edit screens as well.  A custom Task Content Type allows us to collect much deeper data than 'completed'.  However, since we are ditching the default Task edit pages, we lose a couple of useful features; a link to the underlying Workflow item as well as the implied context of the Task. Given the need to provide context to the user when overrriding the default task form, you may come across the desire to display some file information, custom columns/properties, links, etc on the task edit page.   To accomplish this, we need to gain two pieces of understanding: How and when to modify ASPX page elements from the code-behind c# class How to extract the underlying information from the Workflow's original item When: during the page_load() of inherited class; protected void Page_Load(object sender, EventArgs e) { if (!Page.IsPostBack) { ...

Security and Audit Trail of Workflow Tasks in SharePoint 2007 & Visual Studio 2008

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Two requests that are probably part of every SharePoint workflow design: Permit only the users who are assigned a WF tasks to edit (i.e. complete) them Record the user name of the person who completes a task (instead of the System Account) Not suprisingly, neither of these pretty simple, seemingly obvious design concepts can be done out of the box / without some customization.  Also, certain configuration screens might trick you into thinking you can do this directly within the SharePoint UI (you can't; more on this in the deeper blog posts). Part 1: Security of Workflow Tasks in SharePoint 2007 and Visual Studio 2008 Part 2: Audit Trail of Workflow Tasks in SharePoint 2007 and Visual Studio 2008   There are a couple of good blog sources for each of these customizations, but I didn't find any of them to be thoroughly detailed with screenshots, pitfalls, etc.  So what I hope to do in this two part blog post is cover some portions I think those...