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Archive for May, 2008

Links (5/29/2008)

Posted by Steve Pietrek on May 29, 2008


  1. SharePoint 2007 Quirks – Solving painfully slow spin-up times
  2. Announcing Commerce Server 2007 SP2
  3. Stop Messing With My Metadata! — Locking Down Form Fields With Javascript
  4. Updating Pages Library with Default Page Content Type
  5. Create compact and powerful conditions in your workflows using SharePoint Designer
  6. Issue with the WebPartManager class while adding webparts dynamically to a specific webpart zone
  7. SharePoint 2007 Sliding Window Calendar Web Part
  8. EndUserSharePoint.com: How can I manage columns widths in list views?
  9. Getting started with SharePoint and Silverlight – Part II
  10. Structured and repeatable deployment of Lookup fields
  11. Using ‘window.onload’ in SharePoint pages
  12. Incredible resource for all possible CustomActions in SharePoint
  13. Crawling phpBB or other forms based apps with SharePoint
  14. SPView Field Comparison
  15. Improved Image Web Part
  16. SharePoint, Forms Based Authentication (FBA), and viewing the Password Answer
  17. U2U Caml Query Builder (Windows version): new version
  18. SharePoint Silverlight Forums Screencast
  19. TechEd 2008 Preview – Part 1 – Project Server 2007 Line of Business Integration with the Business Data Catalog
  20. MOSS Visual Configuration – Part 1 (Search)


  1. Combining OneNote 2007 and SharePoint 2007 for Team Collaboration: Can You?, and Should You?
  2. Programmatically Build a Word 2007 Document Part 1
  3. Programmatically Build a Word 2007 Document Part 2
  4. Increasing Session Time Outs for Long Browser Enabled InfoPath Forms

Posted in SPLinks | Comments Off on Links (5/29/2008)

Links (5/27/2008)

Posted by Steve Pietrek on May 27, 2008

  1. ****Solution Development in SharePoint 2007
  2. Inconvenient Content Editor Web Part
  3. Super Easy way to add WCF to SharePoint 2007: www.codeplex.com/SPWCFSupport
  4. Automate Web App Deployment with the SharePoint API
  5. QUESTION – I am Program Manager Charged with Implementing SharePoint – Now What?
  6. Take SharePoint Content Offline Without the Hassle
  7. Understanding Total Hits & Paging in the MOSS 2007 Search API
  8. Hide the seperators in the metamenu
  9. What I did to get Silverlight Working in SharePoint in Today’s Webcast
  10. Troubleshooting SharePoint CAS (Code Access Security)
  11. Enhancing the SPSecurityTrimmedControl – Trimming UI on any criterion
  12. Remember to Elevate For Event Log Entries
  13. Windows 2008 and SharePoint Better Together Part 1
  14. 10 Reasons why you want your SharePoint Server to be Windows Server 2008 – 64 bit
  15. Introducing the ExportCrawlLog STSADM Command Extension
  16. SharePoint Best Practices
  17. Uploading Files to SharePoint Document Library and updating any Meta data columns

Posted in SPLinks | Comments Off on Links (5/27/2008)

Links (5/25/2008)

Posted by Steve Pietrek on May 25, 2008


  1. Microsoft Makes Strategic Changes in Technology and Business Practices to Expand Interoperability
  2. The Ultimate List of SharePoint AddOns and Tools for Web 2.0, Enterprise 2.0 And Social Networking Features
  3. Developing Workflow Solutions with Microsoft Office SharePoint Server 2007 and Windows Workflow Foundation
  4. How to modify the custom People/Groups type column of a SharePoint List using Lists.asmx
  5. Leveraging the platform – Caching in SharePoint WCM scenarios
  6. WSS FAQ additions and corrections CV – 18th to 24th May 2008
  7. SharePoint 2007 Post SP1 Fixes
  8. Creating and Managing SharePoint Content Databases
  9. HOW-TO: Remove embedded HTML in CQWP roll-ups
  10. “This page has been modified since you opened it” Error
  11. Office SharePoint Server for Internet Sites Licensing
  12. How Best Are Your Best Practices
  13. 5 Rules to Live By When Interviewing for a SharePoint Job
  14. Integrating SharePoint with SQL Reporting Services
  15. New version of Application Pool Manager
  16. Kivati Studio to accelerate customized SharePoint deployments
  17. Why Should I Specify an ID for Dynamically Created HtmlControls in my WebParts
  18. MOSS 2007 Excel Services Tips & Tricks :: Tools
  19. Kent Brown’s article on choosing the right workflow tool
  20. LINQ4SP – Delete a list item
  21. Playing with ListStyles.xsl for CQWP in MOSS
  22. Using the methods GetListItems, GetVersionCollection and UpdateListItems from the SharePoint 2007 Lists WebService
  23. Integrate VSTO with SharePoint Content Types
  24. SharePoint Intermittent 403 Forbidden Errors
  25. Some New SharePoint Designer 2007 Training Info and Links
  26. Digging into why SharePoint navigation APIs wouldn’t work on sites using collaboration or publishing site definition
  27. Checking to See If There Are Results From A Stored Procedure Using LINQ
  28. The Portal is Dead! Long Live the Portal!


  1. Short Office Tutorials
  2. Version Info Path forms when versioning workflows in MOSS

Posted in SPLinks | Comments Off on Links (5/25/2008)

Links (5/22/2008)

Posted by Steve Pietrek on May 22, 2008

  1. Implementing Content Ratings for Sharepoint via site template Part 1
  2. Implementing Content Ratings for Sharepoint via SP Designer-Part II Step by Step
  3. Content Rating Part III-adding a customized sort expression
  4. Sharepoint Content Rating Site Template Update
  5. Custom toolbar of a SPView object on SPLite
  6. EndUserSharePoint.com: Closing web parts vs REALLY closing web parts
  7. Differentiating Between the Cost and Value of SharePoint
  8. Maping from SPList Field Types to .Net Types
  9. Developing Business Intelligence Solutions with SharePoint 2007 and PerformancePoint 2007 – SADeveloper event – Post Event Info
  10. New Update: MOSS Internet Sites in South Africa
  11. Importing a File Share into Document Library via PowerShell
  12. How to install Windows SharePoint Services 3.0 SP1 on Vista x64/x86 – The Bamboo Team Blog
  13. Nintex Reporting 2008 – Monitor, audit, and gain valuable insight from the content and activity information within Microsoft SharePoint.
  14. Updating the “Created By” and “Modified By” Columns in SharePoint lists using POWERSHELL
  15. Understanding Total Hits & Paging in the MOSS 2007 Search API
  16. Moving a sharepoint workflow between solutions

Posted in SPLinks | Comments Off on Links (5/22/2008)

Links (5/21/2008)

Posted by Steve Pietrek on May 21, 2008


  1. WSS Content PlaceHolders Reference Picture
  2. Differences between a MOSS 2007 / SharePoint Publishing Site and a System Site (or Team Site)
  3. Does the !New tag annoy you?
  4. Worlds Largest SharePoint Alphabetical Blog Directory (300+ blogs)
  5. Recommended Third Party Products for SharePoint Server 2007
  6. Enabling SharePoint Intellisense in VS2008
  7. MOSS 2007 Content Deployment QFE Pack Now Available via MSFT CSS
  8. What you need to know about AllowUnsafeUpdates (Part 2)
  9. Creating MOSS pages using RPC
  10. SharePoint: Download Books for Office SharePoint Server
  11. Getting 5762 error moving site collections to separate database using STSADM mergecontentdbs
  12. SharePoint Document Libraries scalability
  13. Handling Error Centrally in a SharePoint Application
  14. MOSS 2007 – Migrating content from 3rd party content management solution to MOSS Publishing/Collaboration Portal
  15. PowerShell for Flexible Iterative SharePoint-based Development
  16. LINQ4SP – How to create a new item with a lookup to another list?
  17. SharePoint Elevated Privilege without RunWithElevatedPrivelege
  18. Creating MOSS 2007 features – a reference
  19. EndUserSharePoint.com: Content Types and Workflow
  20. What makes a “good” SharePoint consultant?
  21. Understanding How to Build Enterprise Search into a Team Site
  22. SharePoint Performance Quick Wins / Tips
  23. SharePoint Server 2007 Performance Counters


  1. “The selected file was not found.” – InfoPath 2007 Web form
  2. OBA Sample Application Kits Release to Web
  3. The Document Information Panel and InfoPath – the devil is in the details
  4. Templates in OneNote

Posted in SPLinks | Comments Off on Links (5/21/2008)

Links (5/19/2008)

Posted by Steve Pietrek on May 19, 2008


  1. Announcing SharePoint Deployment Planning Services (SDPS)
  2. When to dispose of objects in SharePoint API
  3. How to get the current user logged into SharePoint
  4. Content from the SharePoint Forum now Available
  5. What you need to know about AllowUnsafeUpdates
  6. Lookup Fields to the Same List – Defined as a Site Column
  7. Uploading a file & Event Receivers: The file … has been modified by …
  8. A duplicate name “Item” was found
  9. Defining Custom Properies of SharePoint Fields
  10. EditForm.aspx not shown when uploading a document
  11. Charlotte Code Camp – SharePoint for ASP.NET Developers Follow-up
  12. Setting Metadata
  13. SharePoint Search Page: Hottest of the Hot!
  14. SharePoint Wikis are Awesome, I Swear
  15. Subfolders are *not* Supported in the Pages Library in MOSS Publishing Sites
  16. Using the Content Query Web Part in non-Publishing sites
  17. Programmatically added Site Columns and Site Gallery issue
  18. Joel’s Top 100 SharePoint Blogs (first draft) – hey top 100! nice! lots of good original content coming up too.
  19. 1 Step To Better SharePoint Project Management – Say No
  20. Customizing List Forms
  21. Implementing Metadata Inheritance using an ItemEventReceiver


  1. Field’s promoted from an InfoPath form template during publishing to a Microsoft Office SharePoint Server are created multiple times
  2. Office Tip: Always see where a file is located

Posted in SPLinks | Comments Off on Links (5/19/2008)

Guidance for developing custom solutions with SharePoint 2007

Posted by Steve Pietrek on May 19, 2008

Glenn Block of Microsoft has requested your thoughts on developing with SharePoint. You can find the survey here and more information on Glenn’s blog here. Please note most of the survey is stacked ranking – confused me at the beginning.

Posted in SPDev | Comments Off on Guidance for developing custom solutions with SharePoint 2007

Links (5/18/2008)

Posted by Steve Pietrek on May 18, 2008


  1. Logging Workflow Activity in SharePoint Designer
  2. New governance content for SharePoint published on TechNet
  3. Note on Customizing Content Query Web Part
  4. Using Kerberos with SharePoint on Windows Server 2008
  5. Add Custom Permission Level Programmatically
  6. SharePoint Server 2007 Best Practices Book Coming Soon
  7. Getting started with SharePoint and Silverlight – Part I
  8. Site Navigation Settings
  9. The Trouble With Tribbles … err .. KPIs
  10. LINQ4SP – Create new list item
  11. SharePoint Workflow Wizard in Visual Studio 2008
  12. SharePoint Content Deployment Manifest Reader
  13. SharePoint Coding Best Practices
  14. Dispose patterns by example
  15. WSS FAQ – additions and corrections – CIV – 11th – 17th May 2008
  16. Adding subfolders programmatically when a new folder is created
  17. Read-only document from SharePoint displays “Check Out” option
  18. Free download: SharePoint Logging spy (Logging beyond SharePoint’s OOB functionality)
  19. Getting the correct MOSS / WSS version for each server in the farm
  20. Installing MOSS 2007 on Windows Server 2008
  21. Pre-populating Form Fields for a New Item
  22. Lesson Learned: New GUIDs and Workflow
  23. Developing SharePoint Solutions in Visual Studio
  24. Adding a banner to your site


  1. InfoPath Publishing thru Central Admin (MOSS / SharePoint 2007) fails with error!
  2. Insert or Print Documents to OneNote

Posted in SPLinks | Comments Off on Links (5/18/2008)

Links (5/15/2008)

Posted by Steve Pietrek on May 15, 2008


  1. Microsoft Virtual PC 2007 SP1
  2. Mea Culpa — SharePoint Designer *CAN* Create State Machine Workflows
  3. Become a SharePoint Developer Instantly, If Not Before
  4. SharePointUrlChanger – allows you to change url strings in a publishing web
  5. Troubleshooting SPSite/SPWeb leaks in WSS v3 and MOSS 2007
  6. Create compact and powerful conditions in your workflows
  7. Slightly more accessible Web Parts
  8. SharePoint – Searchier!
  9. EndUserSharePoint.com: How can I get an aggregated list of all my tasks?
  10. Preview release of our SharePoint Integration with CS 2008
  11. Tag – you’re it! – ensure a page is indexed by SharePoint
  12. Open-Edit-Save PDF document into SharePoint library
  13. SharePoint Folders Need More Love
  14. File Migrator for SharePoint got a PowerGUI pack


  1. XPath, XQuery, and XSLT Functions – for InfoPath
  2. More Office Developer Documentation

Posted in SPLinks | Comments Off on Links (5/15/2008)

Links (5/13/2008)

Posted by Steve Pietrek on May 13, 2008


  1. Posters for SharePoint Stsadm command line parameters now available
  2. Windows SharePoint Services 3.0 Tools: Visual Studio 2005 Extensions User Guide, Version 1.1
  3. Announcing: Visual Studio extensions for SharePoint – Developer User Guide
  4. Add DOC to PDF and Other Conversions to Microsoft Office SharePoint Server 2007 with Aspose Components
  5. Debugging Half-Installed-AJAX on SharePoint
  6. The SharePoint / MOSS 2007 recycle bin – what goes in and what doesn’t
  7. Five ways to make your SharePoint implementation more visually interesting without writing any code
  8. How to set up anonymous list submission in SharePoint / MOSS 2007
  9. SharePoint Branding & Customization Resources
  10. SharePoint Interview Questions
  11. Instant SharePoint GAC deployment gratification
  12. How We Did It: Building a News Workbench on MOSS 2007 for Microsoft’s Corporate Intranet Portal
  13. SharePoint Developer MSDN Web Cast Series
  14. Demystifying SharePoint CSS Links
  15. How to: Write a value into the property bag
  16. STSADM Extensions for ASP.NET AJAX Configuration in MOSS
  17. SmartTools for SharePoint
  18. A-B-P. Always Be Publishing
  19. WCF web services and the Business Data Catalog (BDC)
  20. SharePoint licensing – a common question I get asked…
  21. Creating a Winning SharePoint Project Team
  22. Why You Should Use a Consultancy for Your SharePoint Project
  23. Create Amazing Maps on SharePoint With Live Maps
  24. How to insert SharePoint metadata into your Word or Excel document using Quick Parts and Content Types


  1. InfoPath VSTO/ VSTA post-build steps
  2. InstantNavigator for OneNote
  3. Office Object Model References on MSDN
  4. Synchronizing OneNote 2007 and WSS 3.0

Posted in SPLinks | Comments Off on Links (5/13/2008)

CEWP – Hide Quick Launch

Posted by Steve Pietrek on May 12, 2008

Below are steps to hide the Quick Launch in a Content Editor Web Part (CEWP).

Read the rest of this entry »

Posted in SPUI | 1 Comment »

Links (5/11/2008)

Posted by Steve Pietrek on May 11, 2008


  1. SPListItemCollection.GetDataTable() Bug?
  2. SharePoint End User Security
  3. Inconvenient Content Editor Web Part
  4. SharePoint Document Libraries and users
  5. WSS FAQ additins and corrections CIII – 4th to 10th May 2008
  6. Retrieving Items from a SharePoint List with Powershell and the SharePoint Lists.asmx
  7. SharePoint as a WCF Host
  8. SharePoint 2007 as a WCF host – Step #1, make a WCF Home
  9. SharePoint 2007 as a WCF host – Step #3, create a .svc file
  10. SharePoint 2007 as a WCF host – Step #4, Write a Virtual Path Provider
  11. Knowledge and Talent in a People-Ready Business
  12. Export Keywords/Best Bet for SharePoint 2007
  13. Lightning Conductor Web Part – Re-Strikes!
  14. BDC Meta Man
  15. Partner Solution: Spread for SharePoint
  16. SharePoint End User Security
  17. Building a news workbench on MOSS 2007 — Part 5
  18. Create, Update BDC Data in a SharePoint List Style Web Part
  19. Testing Whether ADFS User Is Authenticated
  20. U2U Caml Query Builder Feature: new version
  21. Server Side Integration of SharePoint and Facebook
  22. Preventing provisioning duplicate Web Parts instances on Feature reactivation
  23. ddwrt FormatDate and FormatDateTime
  24. Access denied when trying to get to shared services
  25. Create Amazing Maps on SharePoint With Live Maps
  26. Description of the 2007 Microsoft Office servers Service Pack 1 and the 2007 Microsoft Office servers Language Pack Service Pack 1
  27. Add DOC to PDF and Other Conversions to Microsoft Office SharePoint Server 2007 with Aspose Components
  28. Connecting the CQWP without changing ItemStyle.xsl
  29. Web Content Management with SharePoint MOSS 2007 (Part 1)
  30. Imtech Fields Explorer v1.3.0.0: Get to work with your Content Types and Site Columns
  31. Introducing the SharePoint Config Store for developers
  32. SharePoint Extranet Topology
  33. What’s Up with SharePoint? – review logs using Log Parser 2.2
  34. MOSS 2007 DRP – Disaster Recovery Plan
  35. SCCP 2007 Model for Operations Manager 2007 reaches RTW!


  1. Programmatically add items to a drop-down list box in InfoPath 2007
  2. Office Communicator 2007 + OneNote 2007
  3. Napkin Math in OneNote
  4. Office Development While You Workout

Posted in SPLinks | Comments Off on Links (5/11/2008)

Links (5/8/2008)

Posted by Steve Pietrek on May 8, 2008


  1. **** Using the SPPropertyBag with Custom Admin Pages in SharePoint
  2. **** Creating Custom Application Pages that look like OOB Application Pages
  3. Site Design for SharePoint – set up a dashboard for a rich end user experience
  4. List of Out of Box (OOB) Site Templates
  5. Integrating Newest Telerik RadControls for ASP.NET AJAX into SharePoint
  6. How do I get the RadEditor for ASP.NET AJAX (Prometheus) to work in MOSS?
  7. Announcing LINQ4SP
  8. SharePoint Quick Launch Items Disappearing?
  9. Atidan Collaboration Kit for Microsoft SharePoint
  10. Creating Hierarchical Menus with a CustomAction in SharePoint
  11. Creating SharePoint Sites from Global Templates with the Object Model
  12. Henry Ong’s First ISBN, Woohoo! Effective Knowledge Management with Microsoft SharePoint Content Types
  13. Choosing a Workflow Option for your MOSS 2007 Solution


  1. Problems with syncing notebooks to SharePoint because of embedded files
  2. Announcement: OBA Composition Reference Toolkit 2.0

Posted in SPLinks | Comments Off on Links (5/8/2008)

Links (5/7/2007)

Posted by Steve Pietrek on May 7, 2008


  1. Integrating Newest Telerik RadControls for ASP.NET AJAX into SharePoint
  2. EndUserSharePoint.com: How do I import my calendar into SharePoint?
  3. .Net comes to WebSphere Portal
  4. Adding Dynamic Source Parameter to the CQWP
  5. Mainsoft: Talking to MOSS is a WebSphere Imperative
  6. How to: SharePoint’s STSADM utility is your friend and how to Create Custom commands for STSADM
  7. SPQuery with Boolean and DateTime
  8. Mainsoft Puts a Little Bit of SharePoint in Lotus Notes
  9. IBM’s Quickr Woos Would be MOSS Users
  10. Another day another Codeplex ProjectWorkflow Activities
  11. Looping Through Items in a SharePoint List with SharePoint Designer Workflows
  12. Troubleshooting SPSite/SPWeb leaks in WSS v3 and MOSS 2007
  13. Preserving Rich Text Formatting in non edit-in-place scenario’s
  14. Checking if a Workflow is Running on an Item / SPWorkflowState
  15. CRM 4.0 (or SharePoint or custom application) and DebugView
  16. Insights: Why SharePoint Projects Fail
  17. Creating Custom Timer Jobs in Windows SharePoint Services 3.0
  18. SPListItemCollection is particularly inefficient because each loop executes a SQL operation
  19. SharePoint Designer Check-in and Check-out and Publishing – i’ve run into this
  20. Make a Link Site Relative in a SharePoint Master Page and Viewable to those with specific permissions
  21. SharePoint vs File Shares
  22. EndUserSharePoint.com: What is a KPI? Why would I use one?
  23. What is the Windows SharePoint Services VSS Writer service?
  24. SharePoint Development for the Masses
  25. Resources worth reading for SharePoint Developers
  26. MOSS/WSS 3.0 Deployment Guidelines
  27. Provisioning Web Part instances in a structured and repeatable way
  28. Video: Using LINQ in SharePoint (LINQ to SharePoint) – Recorded Webcast
  29. Iterating through the columns of a list with Powershell and the SharePoint Lists.asmx web service
  30. How to modify Content Type once it is deployed?
  31. Best Practices: Common Coding Issues When Using the SharePoint Object Model
  32. Checklist for Creating SharePoint Web Parts
  33. Structured and repeatable configuration deployment in SharePoint 2007 the Imtech way
  34. Hiding custom lists from the “create” page in SharePoint
  35. Developing and Deploying a SharePoint Feature – Part 1
  36. How To: Easily construct your CAML queries with CAML Query Builder
  37. How you start an implementation of the graphical design -Implemeting pagelayouts
  38. SharePoint Search Deployment Guidance – Part 2
  39. How to use CAML query to fetch data from a list?
  40. Live on SharePoint
  41. Office SharePoint Server Publishing Infrastructure gives Access denied
  42. New Release of the SmartTools for SharePoint
  43. Measure SharePoint Service Level Availability and Performance with the Service Level Dashboard Solution Accelerator Beta


  1. Note Tags – OneNote
  2. Knowing the full name of an attachment in OneNote
  3. InfoPath – Get the current user without writing code
  4. Localization in InfoPath form

Posted in SPLinks | Comments Off on Links (5/7/2007)

Links (5/4/2008)

Posted by Steve Pietrek on May 4, 2008


  1. **** SharePoint Pro Live – Free Online SharePoint Training Event (May 13)
  2. MOSS : How to pass the FBA authenticated user to a PageViewer Web Part?
  3. MOSS : How to get the credentails management URL
  4. Colleagues, Social Distance & Relevance in People Search, and other Social Networking tools in SharePoint
  5. Changing MasterPage programmatically for site collection and sub-sites
  6. By default, In the installation of WSS3.0 setup, you didn’t get the Audit logs reports option. if you enable the logs using event handler , you will not get the view logs of items.
  7. SharePoint & Search Server Scale & Performance Guidance
  8. SharePoint: Half-Initialized Folders
  9. How To : Set calculated field to read-only using Object Model
  10. New “stsadm -o updatealert” command in the SharePoint Administration Kit
  11. Propagate Content Type Changes
  12. WSS FAQ additions and corrections CII – 27th April to 3rd May 2008
  13. Feature Stapling Ordering of Events
  14. How to set SharePoint People Picker default value to current user through JavaScript
  15. Imtech Fields Explorer v1.2.0.0: Export your Content Types and Site Columns
  16. National Native Title Tribunal goes live with MOSS – case study
  17. SharePoint formulas in calculated columns
  18. Link To a Document In Another Document Library
  19. Introduction to SharePoint Queries


  1. Unfiled Notes – OneNote
  2. Create Your First OBA: Part 3
  3. Word cannot publish this post – part 2
  4. Get list of site users in InfoPath form
  5. Get the Full user name in web hosted InfoPath Form

Posted in SPLinks | Comments Off on Links (5/4/2008)

How To: Add the Contact Selector to InfoPath 2007

Posted by Steve Pietrek on May 2, 2008

To add the Contact Selector control to the Designer Controls pane in InfoPath 2007:

  1. In Office InfoPath 2007, on the Design Tasks pane, click Controls.
  2. On the Controls pane, click Add or Remove Custom Controls.
  3. In the Add or Remove Custom Controls dialog box, click Add.
  4. The Add Custom Control Wizard appears.
  5. Under Select a Control Type, select ActiveX Control. Click Next.
  6. In the list of ActiveX controls, select Contact Selector. Click Next.
  7. Under Specify Installation Options, select Don’t include in a .cab file. Click Next.
  8. Under Binding property, select value. Click Next.
  9. For Field or group type, select Field or group (any data type). Click Finish. Click Close. Click OK.


How to: Configure a Contact Selector Control on Your InfoPath Workflow Form

Posted in InfoPath | Comments Off on How To: Add the Contact Selector to InfoPath 2007

Approval Workflow Knowledge

Posted by Steve Pietrek on May 2, 2008

I am working on a custom workflow solution. While testing my solution out, I realized a workflow initiator could approve workflow they initiated even though the task was not assigned to them. 

To see what Microsoft does and hopefully clear my confusion, I created a brand new document library named “Incoming Resumes”. I created a default approval workflow named “Incoming Resumes Approval” – I only set the approver to be Mary and put in a custom message. I created two users, Sam and Mary. Sam is just a contributor. Mary is an approver.

Here’s what I did:

  1. Sam created a document and added it to the “Incoming Resumes” document library.
  2. Sam manually kicked off the workflow (only option).
  3. A new column named “Incoming Resumes Approval” was added to the “Incoming Resumes” document library. The new document now had a status of “In Process”.
  4. Sam clicked the “In Process” link and the Workflow Status page was displayed.
  5. In the history, Sam read when the workflow was started by herself and Mary is the only participant. A task was created for Mary.
  6. In the Tasks section, Sam clicked the task title and displayed the Task Edit form. Hmmm.
  7. Sam was able to click the Approve button and approve the workflow – even though it was assigned to Mary!

This is something I did not expect. After some research, there is a setting on the second page of the approval workflow association form “Allow changes to the participant list when this workflow is started”. By default, this option is checked. If this is checked, the workflow initiator can make changes. To avoid this issue, uncheck this option. Unchecking this option will rollback any changes the workflow initiator has made and display the message: “Task update was not accepted”. All in all, I guess it makes sense. If the workflow initiator can assign to someone else, it also means they can make changes herself.

A couple observations:

  1. Although a user may not have a permission of approver DOES NOT mean they cannot approve workflow.
  2. There appears to be a usability issue when the “Allow changes to the participant list when this workflow is started” is not checked. Why should a user be allowed to view the Task Edit form, make changes, click the Approve, and then see an error message that they are not allowed to make changes because the task is assigned to someone else. I know you could disable the Task Edit form options in a custom workflow but why not in the out-of-the-box experience. The Approve/Reject buttons are disabled if you view the Task Edit form after a task is completed.

Update 1: Interesting, reviewing the form, the “Allow changes to the participant list when this workflow is started” control in InfoPath is named “InitLock”.

Posted in SPWorkflow | Comments Off on Approval Workflow Knowledge

Links (5/1/2008)

Posted by Steve Pietrek on May 1, 2008

  1. **** HOWTO: Change Content Types After Deployment
  2. **** Announcing the First Release of the Microsoft SharePoint Administration Toolkit
  3. Inside the SharePoint People Picker
  4. Easy way to get the ID of a list – Free DVWP web part!
  5. Free Training: Authoring reports with SQL Server Reporting Services 2008
  6. Free Download: Workflow Approval Starter Kit, for Windows Workflow Foundation
  7. Colleagues, Social Distance & Relevance in People Search; Social Networking tools
  8. Invalid SharePoint URL Character Cheat Sheet
  9. You Can’t Filter a CQWP, But You Can Display:None
  10. Roll Up Custom Events Using CQWP With Custom XSL
  11. State Machines In Windows Workflow
  12. Managing Item-level permissions in a Sharepoint List (WSS 3.0) with Elevated Privileges
  13. Building a 2008 MOSS 2007 VM – Part 2
  14. IRM (Information Rights Management) in SharePoint
  15. SharePoint, workflows, CodePlex, and other invaluable resources to do my job
  16. Considerations when referencing assemblies in your page layouts
  17. Operations Manager 2007 goes CROSS Platform
  18. Getting Started with SharePoint Development
  19. Surfacing a Metadata Repository in SharePoint 2007

Posted in SPLinks | Comments Off on Links (5/1/2008)