Showing posts with label C#. Show all posts
Showing posts with label C#. Show all posts

2/1/12

InfoPath 2010 - Sharepoint 2010 Custom Workflow Part 3


Add Custom Code

Next I'll add some custom code to define the logic for the workflow by expanding the InfoPathWorkflow folder and double clicking the InfoPathWorkflow.cs class. This will bring up the design workflow design view. In the design view click the whileActivity1 red exclamation | Choose the property 'Condition' is not set option. 




In the properties window select from the Condition property dropdown: Code Condition




Next expand the Condition property and type into the child Condition property: notDone and press enter



The logic in the code will allow the workflow to run until our condition is met and we change a variable to indicate the workflow is complete.

First I'll create a method to indicate the workflow is not complete. Right click on the workflow design surface and select View Code. Find the auto-generated notDone method and replace the code with the following code snippet.

bool done = default(bool);
private void notDone(object sender, ConditionalEventArgs e)
{
     e.Result = !done;
}

The while activity looks at the e.Result value to determine if the loop will continue or not. The onWorkflowItemChanged event will await the event that the workflows list item has changed ( is the site name provided? ) when that happens the after event (invoked) of the onWorkflowItemChanged activity will fire providing the opportunity to change the done variable to true. The while loop will then run the notDone method to check the e.Result which will always return the opposite of done (!done) the while loop will exit when done is set to true.

Double click the onWorkflowItemChanged1 shape in the designer view to generate the onWorkflowChanged1_Invoked method. Replace the auto-generated method with the following code snippet

private void onWorkflowItemChanged1_Invoked(object sender, ExternalDataEventArgs e)
{
     isSiteNameProvided();
}

private void isSiteNameProvided()
{
     if(!string.IsNullOrEmpty(workflowProperties.Item["SiteName"] as string))
     {
          done=true;
     }
}

Double click on the onWorkflowActivated1 shape to generate the onWorkflowActivated1_Invoked method. Replace the auto-generated method with the following code snippet.

private void onWorkflowActivated1_Invoked(object sender, ExternalDataEventArgs e)
{
     isSiteNameProvided();
}

From the workflow designer surface click on the onWorkflowItemChanged1 red exclamation and choose the activity 'onWorkflowItemChanged1' does not have a Correlation Token property set option




Note: A Correlation Token is just an unique identifier for the workflow, it's used to keep all of the individual workflow activities together. 

From the properties window select the CorrelationToken property dropdown: workflowToken.

Back to the design surface and choose the codeActivity1 red exclamation, select the property 'ExecuteCode' is not set. Double click the codeActivity1 shape to generate the ExecuteCode method

Add Exception Handling to the Workflow

Next I'll add some error handling so if an exception occurs we'll write the text of the exception to the History List and set the column status to error logged and allow the workflow to exit and complete.

Next ensure the toolbox is open and the Windows Workflow V3 node is expanded. Drag and drop a FaultHandler activity onto the Drop FaultHandlerActivity Here text. 



In the Workflow Exceptions window select the faultHandlerActivity1 red exclamation, choose the Property 'FaultType' is not set or its value cannot be resolved to an actual type option. 



In the properties window select the FaultType property ellipses, in the Browse and Select a .NET type window Select Referenced Assemblies | mscorlib on the Type tab. Select the System type, locate Exception in the type name column (scroll the right pane down) Select the Exception type name (System.Exception) and select OK.



In the Visual Studio Toolbox expand the Sharepoint Workflow node, Drag and drop a LogToHistoryListActivity activity into the Drop Activities Here text. Drag and drop a SetState activity on the line below the logToHistoryListActivity1 shape

Next I'll configure the Log to History List Activity to write the exception details to the Workflow History List and the Set State Activity to end the Workflow with a custom status called Error Logged. 

On the InfoPathWorkflow design surface right click the logToHistoryListActivity1 shape and select the properties option. Select the HistoryDescription property and click the ellipsis. 

In the Bind History Description dialog expand faultHandlersActivity1 | faultHandlerActivity1 | Fault | Message and select OK


In the properties window select the HistoryOutcome property and click the ellipsis. In the bind History Outcome to an activity dialog expand faultHandlersActivity1 | faultHandlerActivity1 | Fault - Select the StackTrace option and select OK


In the Visual Studio Solution Explorer double click the elements.xml file

Replace the metadata node and its contents with the following code 

<MetaData>
  <ExtendedStatusColumnValues>
         <StatusColumnValue>Error Logged</StatusColumnValue>
  </ExtendedStatusColumnValues>
</MetaData>


Back to the design surface for the Infopath workflow, double click the setState1 Activity, replace the setState1_MethodInvoking with the following code

private void setState1_MethodInvoking(object sender, EventArgs e)
        {
            setState1.State = (int)SPWorkflowStatus.Max;
        }


This code will set the workflow state to the custom StatusColumnValue defined in the elements.xml file


Back to the workflow design surface, select the red exclamation next to setState1 activity



Choose the Activity setState1 does not have CorrelationToken property set, select the correlationtoken property dropdow: workflowToken

Now when an exception occurs it will be handled and logged as shown below



Create a New Site Collection and Add Quicklaunch Link to Site

The next part of this tutorial will involve programmatically creating a new site collection if the site name condition is met on the list we are attaching this custom workflow to. 

Right click on the InfoPath workflow design surface and select view code. In the top area of the InfoPathWorkflow.cs file add the following import directive

using Microsoft.SharePoint.Navigation;

Next replace the method codeActivity1_ExecuteCode with the following code.

private void codeActivity1_ExecuteCode(object sender, EventArgs e)
        {
            //Get the Site Name
            string SiteName =
              workflowProperties.Item[SITE_NAME_COLUMN].ToString();
         
            // Get the system token, instantiate new site and web objects
            // in order to have permissions to create the new Site Collection 

            SPUserToken _sysToken = default(SPUserToken);
            SPSecurity.RunWithElevatedPrivileges(delegate()
            {
                using (SPSite site = new SPSite(workflowProperties.Site.Url))
                {
                    _sysToken = site.SystemAccount.UserToken;
                }
            });

            using (SPSite siteCollection = new SPSite(workflowProperties.Site.Url, _sysToken))
            {
                using (SPWeb web = siteCollection.OpenWeb(workflowProperties.Web.ServerRelativeUrl))
                {
                    //Gather user information
                    SPUser user = web.SiteAdministrators[0];
                    string adminLogin = getLoginName(user);
                    string adminEmail = user.Email;
                    string adminDisplayName = user.Name;

                    SPSite newSiteCollection = default(SPSite);

                    Microsoft.SharePoint.SPSecurity.RunWithElevatedPrivileges(
                      () =>
                      {
                         //Set the new site collection properties
                          newSiteCollection =
                            web.Site.WebApplication.Sites.Add(
                            "/sites/" + SiteName,  // Url
                            SiteName,
                            "Site Created by Submitting InfoPath Form",
                            1033,  // locale identifier - US English
                            "SGS#0",  // Basic Group Work Site Template
                            adminLogin,
                            adminDisplayName,
                            adminEmail);
                      });

                    if (default(SPSite) != newSiteCollection)
                    {
                        // Add Site Collection Administrators
                        addSiteCollectionAdministrators(web.SiteAdministrators,
                          newSiteCollection.RootWeb.SiteAdministrators);

                        string newSiteCollectionUrl =
                          newSiteCollection.MakeFullUrl(newSiteCollection.ServerRelativeUrl);

                        // Add Site collection link to Quick Launch
                        SPNavigationNode projectSiteNode =
                          new SPNavigationNode(SiteName, newSiteCollectionUrl, true);

                        // Create or retrieve the Site Collections node
                        SPNavigationNode siteCollectionsNode =
                          ensureHeadingNode("Site Collections", web.Navigation.QuickLaunch);
                      
                        siteCollectionsNode.Children.AddAsLast(projectSiteNode);
                    }
                }
            }
        }
      
        //Extract a readable username
        private string getLoginName(SPUser user)
        {
            string loginName = default(string);

            int pipePosition = user.LoginName.IndexOf("|");

            if (0 >= pipePosition)
            {
                loginName = user.LoginName.Substring(pipePosition + 1);
            }
            else
            {
                loginName = user.LoginName;
            }

            return loginName;
        }

        // Add the Site Collection Administrators from
        // the current Site Collection to the new Site Collection

        private static void addSiteCollectionAdministrators(
          SPUserCollection existingSiteAdmins, SPUserCollection newSiteAdmins)
        {
            // Add the Workflow's Site Collection Administrators
            // to the new Site Collection
            foreach (SPUser admin in existingSiteAdmins)
            {
                newSiteAdmins.Add(
                  admin.LoginName, admin.Email, admin.Name, admin.Notes);
            }
        }

        // Add a custom SPQuickLaunchHeading NavNode
        // if it doesn't already exist
        private static SPNavigationNode ensureHeadingNode(
          string nodeHeading, SPNavigationNodeCollection quickLaunch)
        {
            // Get the first NavNode in the Web's Quick Launch
            SPNavigationNode projectSitesNode = quickLaunch[0];

            if (nodeHeading != projectSitesNode.Title)
            {
                // Quick Launch Heading NavNode called nodeHeading
                // linked to the Web's Home Page (empty string)
                projectSitesNode =
                  new SPNavigationNode(nodeHeading, string.Empty);
                quickLaunch.AddAsFirst(projectSitesNode);
            }
            return projectSitesNode;
        }

Deploy and Test



The last part of this tutorial will involve deploying the Visual Studio Solution and testing.
From Visual Studio right click on the project name and select Deploy, ensure there are no errors in the build and wait for the process to complete.


Next, well visit the site that we deployed the workflow to, in my case it is at  http://w2k8r2_2010dev/sites/apps/

Select the list that we created in step 1 - Issues


From the Ribbon select the List tab and Click the Workflow Settings dropdown | Add Workflow

Select the InfoPath Workflow from the available Workflows, enter a name for the workflow and select the Start this workflow when a new item is created checkbox


From the Issues List create a new item

Note: If your URL has an underscore (_) in it you will receive the following message: The form cannot be displayed in the browser because the use of session cookies has been disabled in the current browser settings


In my case and can simply change the machine name in the URL with Localhost after adding an alternate access mapping and everything works.


Next Add the new item - MyIssue, I'll intentionally leave the SiteName field blank to demonstrate the workflow functionality




Immediately after we submit the new item the status will change to Starting




Then the workflow status will quickly change to In Progress


The workflow status will remain at In Progress until we edit the item we submitted and add a SiteName

Note: If a SiteName is added initially the workflow will complete quickly on its own

Next I'll edit the entry and add the SiteName (MyIssues Site) and in a minute or two I will see the Quicklaunch area under Site Collections will be updated with the new SiteName. If this is the first entry then the Site Collections heading will be added and a link to the new site will be listed below.


This completes this tutorial. If you would like to download the Visual Studio Solution Click Here




1/31/12

InfoPath 2010 - Sharepoint 2010 Custom Workflow Part 2



Create the Visual Studio Project for the Workflow Solution

Select New Project | Visual C# | .Net Framework 3.5 | Empty Sharepoint Project


Add a new item to the project

Right click on the project name and select Add | New Item - Select C# | Sharepoint 2010 | Sequential Workflow


The Sharepoint Customization Wizard dialog will open, select a name for the new workflow InfoPath_Workflow, Select List Workflow



Note: The site you selected must have a task and workflow history list available for the new workflow or you will receive the following error message. This might occur if you used the blank site template to create the new site.


Select the Sharepoint lists to associate the workflow with



Ensure the workflow starts automatically when a new item is created checkbox is selected and click finish


The workflow designer surface will open in Visual Studio



Select View Toolbox and pin the Toolbox open. Expand the Windows Workflow V3.0 Node

Drag a While Control into the line under the onWorkflowActivated1 shape

Drag a Code Control onto the line under the whileActivity1 shape

Expand the Sharepoint Workflow Node

Drag a OnWorkflowItemChanged activity onto the text Drop and Activity Here inside the whileActivity1 shape



Note: Workflows are stored in a gallery at the Site Collection level so the scope will be Site.

Configure the Workflow Feature

When I added the Sequential Workflow to the project a Sharepoint Feature was added, I'll now configure this Feature. 




I'll start by expanding the features folder and renaming the feature to InfoPathWorkflow. Next I'll double click the Feature name to open the Feature properties. 



I'll change the Feature title in the Title textbox and ensure the Feature scope is set to Site. I'll also verify the the InfoPathWorkflow is listed in the Items in the Feature control.

Verify/Validate the Package

In the Solution Explorer I'll double click on the Package folder.



This will bring up the properties for the package, I'll rename the package and ensure the InfoPathWorkflow is in the Items in the Package control. Next I'll Validate the package and sure there are no warnings or errors with the deployment package.

Select View | Other Windows | Package Explorer



Right click on the package and select Validate



You should see a successful validation in the output window

This completes part 2, in part 3 I'll add the custom code to log any exceptions, allow the custom workflow to start and complete when specific conditions are met and create a new site collection.

12/1/11

C# - Microsoft Word 2010 Automated Mail Merge Part 2 of 2


Back to Part 1


In this example I'll use a more dynamic approach that reads customer data from a SQL database and customizes the query before generating the mail merge.


The ASP.NET application pulls in all of the customer data from from the Northwind database and allows paging and sorting of the data via a Grid View Control. Checkbox controls allow selection of records that will be included in the mail merge. Clicking the Mail Merge button selects all of the checked customers and launches Microsoft Word with all of the customer data pre-populated into the mail merge template (shown below).

Download the Northwind Sample Database - Here
Download the Microsoft Mail Merge Sample Code - Here

First thing I noticed was that Microsoft no longer includes the sample databases with SQL 2008R2, after a couple of searches I found that you can still download them and run scripts or restore the database files.

After I downloaded the sql2000sampleDb.msi I ran the install. Once the install was complete I opened a command prompt and navigated to C:\SQL Server 2000 Sample Databases. Because my SQL server is installed as the default instance I typed sqlcmd -i instpubs.sql to perform the install, I verified that the Northwind database was now installed on my default SQL instance. Note: if you have a non-default SQL instance you can use the following syntax - sqlcmd -S .\InstanceName -i instpubs.sql

I created a new Visual Studio 2010 ASP.NET project, added a new reference to the project by expanding references from the solution explorer and selecting new reference. I selected the COM tab and chose the Microsoft Word 14 reference. This will add 2 new references to the project - Microsoft.Office.Core and Microsoft.Office.Interop.Word. 



This example uses the Microsoft MSDN sample code for the basic mail merge functions.

Add a using statement for the newly added reference as follows:
using Word = Microsoft.Office.Interop.Word;





I cut the first four lines of the Microsoft code and pasted it at the beginning of the class declaration to ensure proper scope for these variables.




Next I Selected the Server Explorer tab and created a connection to my local SQL Server and Northwind database.


I added GridView and button controls to the page

Next I configured the datasource for the Gridview control and selected the Northwind connection string from the dropdown


Next A select * statement is chosen from the Northwind Customers table on the configure the Select Statement screen


This completes the Gridview datasource

Next I added a checkbox control to the Gridview to allow selecting one or more customers. Select the source view of the aspx page and add the following code to the gridview under the columns node.


Back to the design view - double click on the button on the form and add the following code to the  button click event.


The code will iterate through the gridview control and select only the rows that were checked. I built a very simple customer class to hold the data from the selected rows. This can be customized to include any of the fields from the SQL database but for now I'm only including the ID, ContactName and ContactTitle fields. A Generic Dictionary <T> Collection is used to hold the customer objects and this will be passed to  the CreateMailMergeDataFile method.


In the same button click event that you added the snippet above add all of the code in the button1_click event from the MSDN sample code (not all code shown highlighted below)

Next add the remainder of the MSDN sample code into the aspx page just under the public partial class declaration.

Replace the highlighted code in the CreateMailMergeDataFile with the code shown below


Replace highlighted code with this code


I included my project files but you will have to modify the connection string information to your SQL database if it's not on the local machine in the default SQL instance.