Topic: SharePoint

Professional Workflow in SharePoint 2010: Real World Business Workflow Solutions (0470617888) cover image

Professional Workflow in SharePoint 2010: Real World Business Workflow Solutions

Paul J. Galvin, Udayakumar Ethirajulu, Chris Beckett, Peter Ward, Mark Miller
ISBN: 978-0-470-61788-5
Paperback
384 pages
November 2011
This title is out-of-print and not currently available for purchase from this site.

Do you think you've discovered an error in this book? Please check the list of errata below to see if we've already addressed the error. If not, please submit the error via our Errata Form. We will attempt to verify your error; if you're right, we will post a correction below.

ChapterPageDetailsDatePrint Run
Corrected Versions of Chapters 3-4 Available for Download
PDFs on downloads page.
5/8/12
42 Error in Text
In the third paragraph:
the "Site actions" button should be in the upper left hand corner, not the upper right hand corner.
03/05/2012
42 Error in Text
Third paragraph:
Text should indicate to select "Site Settings" from the drop-down, not "Site Actions"
03/05/2012
43 Error in Text
To clarify:
In the last row in table 3-1:
Additional Settings column should read: "Create in a group named: General Purpose WF Technical"
03/05/2012
44 Error in Text
To clarify:
2nd paragraph should read: "Create the new content type based off the item content type and name it: HR New Hire" (italics indicates appended text).
Although Figure 3-3 shows this, due to size constraints it may not be seen clearly.
03/05/2012
44 Error in Text
In the third bullet near the bottom of the page:
Currently reads: "New hire Task Status"
Should read: "New Hire Task Description: Multiple lines of text that will represent the instructions you wish AP, IT and Security to follow when they are assigned one of these tasks."
03/05/2012
45 Error in Text
The rows under the columns named "New hire Task Status" and "New hire Task Due Date" should be removed
03/05/2012
45 Error in Text
The last sentence should read:
"When you have your base content type, create the three task content types to support the model. These are: New Hire IT Task, New Hire AP Task and New Hire Security Task."
03/05/2012
45 Error in Text
Immediately after the two figures (3-5 and 3-6), add a new heading labeled "New Hire Task Descriptions." Create a new content type named New Hire Task Descriptions. The new hire task descriptions content defines just one site column named New Hire Task Description. This site column should be defined as "multiple lines of text."
03/05/2012
46 Error in Text
Before the Create Workflows Section, there should be Create Lists section.
This new section should read as follows:

Now that the site content types have been created, it's time to create new SharePoint custom lists that use these content types. Create three custom lists in your sandbox site named:
  1. HR New Hire (backed by the New Hire site content type)
  2. New Hire On-boarding Tasks. Back this with all three task types (IT, AP and Security)
  3. New Hire Task Descriptions backed by the site content type New Hire Task Description.
03/05/2012
46 Error in Text
In order to clarify, the sentence before the numbered list should read:
"The Confirm New hire Start Date workflow is attached to the New Hire List"
03/05/2012
49 Error in Text
To clarify, the first sentence in the Change Start Date section should read:

"Use a new workflow named Change Start Date to handle the common business scenario when a new hire's start date changes."
03/05/2012
65 Error in Text
Before the section labeled "Helpdesk Category Codes", insert the following bolded text:

Create a new SharePoint custom list named "Helpdesk Status Codes. Via this new list's settings, enable content types (via advanced settings) and then add the content type you just created to it (i.e. Helpdesk Status Codes).
04/03/2012
65 Error in Text
For clarity, add to the following sentence the bolded text:

"Having created the site columns, add them to a new content type named Helpdesk Status Codes. Create the new Helpdesk Status Codes based off the standard Item system content type."
04/03/2012
66 Error in Text
Just before the new section labeled Helpdesk ticket, add the following bolded text:

Create a new SharePoint custom list for this new content type. Name it Helpdesk Category Codes and associate the site content type, Helpdesk Category Codes, with this new list.
04/03/2012
66 Error in Text
In Table 4-3, the text Additional Settings for the column name "HD_TicketStatus" should be changed from "See next." to the following bolded text:

Selects values from the Helpdesk Status Codes custom list you created earlier.
04/03/2012
66 Error in Text
At the bottom of this page (or before the following section "GP_Delegate", add the following bolded text:

Once you've created site content type, create a custom SharePoint list for it. Name this custom list "Helpdesk Ticket."
04/03/2012
67 Error in Text
In table 4-4, the Column name should read GP_DelegateTo instead of HD_DelegateTo
04/03/2012
67 Error in Text
After the table listing and before the new section, "Create Workflows", add the following text:

Create a new site content type named "General Purpose Delegate" based off the default SharePoint Item content type. Add the GP columns from table 4-4 to this new site content type.
Next, Create a new custom list named GP_Delegation. Configure this custom list to use the General Purpose Delegate site content type.
04/03/2012
73 Error in Text
Insert the following at the top of page 73 right before the paragraph that starts, "This utility workflow is almost a mirror image ?"

This workflow runs against the Helpdesk Ticket custom list that you created earlier. Just like the Update Delegate Key workflow you just finished creating, this utility workflow also runs automatically. Again, it's also useful to allow a manual start for debugging purposes.
04/03/2012
73 Error in Text
Step #1 should be amended to read as follows:

1. First, create two workflow variables named wfv_CalculatedKey and wfv_DelegatedUser.
04/03/2012
73 Error in Text
Figure 4-14 should show the variable "wfv_DelegatedUser" instead of "wfv_CalculatedKey." This change should be made in the "Find the List Item" section of the screen capture and lies just below the word "Field."
04/03/2012
73 Error in Text
The paragraph immediately after Step 3 should replace "wfv_CalculatedKey" with "wfv_DelegatedUser."
04/03/2012
75 Error in Text
At the bottom of the page, Step 5 should read:

5. Select HD_CategoryCode from Current Item.
04/03/2012
75 Error in Figure
Figure 4-21: The full text in the screen capture should read:

[%Current Item:ID%];#[%Current Item:HD_CategoryCode%]
04/03/2012
76 Error in Text
The first sentence in the Assign Default Owner section should be amended as bolded:

The Assign Default Owner workflow leverages the Helpdesk Category Codes list to look up and assign a helpdesk administrator to work on the ticket.
04/03/2012
76 Error in Text
The 3rd paragraph in the "Assign Default Owner" section:

Replace the word "HD_Categories" in that sentence with "Helpdesk Category Codes"
(this is basically the same change as the previous bullet point)
04/03/2012
76 Error in Text
4th paragraph:

Replace "HD_Categories" with "Helpdesk Category Codes"
04/03/2012
76 Error in Figure
Figure 4-23:

In the screen capture, the "Data Source" should read "Helpdesk Category Codes" instead of "Helpdesk Categories."
04/03/2012