K2 WORKFLOW TO SEND A MAIL USING SMART FORM WITH PDF

We can easily create workflow to send a mail with PDF using K2 smart form with save as PDF control.
Navigate to your list, go to ribbon and Select the Application from K2 as shown in below figure.

         We are going to create workflow for New Employee Form, Select New Employee Form and Click on Edit.
    In Layout section add Save As PDF Control from the control panel as shown in fig and Click Finish.

    Now we have   “Design Workflow” using same form “New Employee”. Right click on the form & Select Design Workflow.
  Check the smart Form is submitted, Select the Form “New Employee” & default name will create for Workflow. If you want you can change the name of workflow. Click “OK
          
                     Drag Send E-mail to Configure & Click Next to Wizard Step
  Add to Address Email & Originator name from the Workflow context.
         
      Now add attachments -> PDF from the Smart Object PDF File as shown in below Fig.
                        
   It will open PDF window, Create new data field “PDF ID” with type Integer, and drag field to value. As shown in fig below.  
                      
                          
                           Click "OK".
Now go to File. Save & Deploy the Workflow.

 
Again go to New Employee Form & Edit, New Employee form -> Rules -> New Employee (Default) – select “Save button is clicked” -> Edit Rule.
     

Add the below rules from the action.                                                                                                  
i) Execute a control’s method. (Select Save PDF method)
     -> Click on Configure -> Drag Emp name to File Name. Click Finish.
ii) Start a Workflow (Select Employee Workflow)
- >    Click on Configure -> Drag Save as PDF to PDF ID. Click Finish.
           Click Ok.                   
                                                                                                                               
     Finally Click Finish & Right click the Form and Check in New Employee FORM.                                                                                                                                
   Go to Employee list in SharePoint. Add New Item into list & save.   

  
I got the mail with PDF Attachment.
                                
                    PDF Format will look like below.

   Hope its help. :)                                                                                                        

Create Workflow Using K2 Designer for SharePoint

We can Create Workflow easily using K2 Designer, When we submit the "New Employee form" we are going to send a mail.  
   You can check my previous post How to generate Smart Forms in K2 for SharePoint list
         Follow the below steps to create simple workflow using K2 smart form
How to Intigrate and generate Smart Forms in K2 using SharePoint list - See more at: http://www.dotnetsharepoint.com/2016/05/how-to-intigrate-and-generate-smart.html#sthash.ywxwpjfu.dpuf
How to Intigrate and generate Smart Forms in K2 using SharePoint list - See more at: http://www.dotnetsharepoint.com/2016/05/how-to-intigrate-and-generate-smart.html#sthash.ywxwpjfu.dpuf
  Navigate to SharePoint Custom list -> go to ribbon and Select the Application from in K2    

      Right click on the “New Employee Form” & Select "Design Workflow

        Check the smart Form is submitted, & Select the Form “New Employee”. Click “OK

                                 
   Work flow for Sending Emails to the User
I It will open designer defiantly, drag Send E-mail to start the Workflow
Drag “Emp Name” from Item Reference & click “Finish
                            Now go to File. Save & Deploy the Workflow.


       Now “Add” New Employee from SharePoint list and save. Mail received to the Form Submit user.


How to generate Smart Forms in K2 for SharePoint list

We can use default SharePoint list Form as a smart Forms in K2. For that we need to generate smart forms in K2 application using custom list. We can able to edit that forms in K2, it will integrate to SharePoint directly. Following below steps to Generate K2 Smart Forms.
Navigate to SharePoint custom list (Employee)
                           
  
 Now go to ribbon and Select the Application from K2 as shown in below figure. 
                      

When first Time Click on K2 Application the below screen will appear.
Data Field will be checked default. This will generate List Smart Objects
To Creating Smart Form in K2 Application for SharePoint List.
 Go to New -> Select “Generate Forms
Check the Check box & Click “OK”. We can use these Forms as the New, Edit, and Display Forms for this SharePoint List.
                                        
  It will generate default Forms and Views.
     This Process will generate List New, Edit and Display smart forms automatically for the SharePoint List.

Who Created Site Collection using PowerShell

Who Created Site Collection using PowerShell
In this article we can able to see who created the site collection with username and time using PowerShell.

In our environment we are having so many site collection, due to some reasons we need to know who created the site collection and when he created the site with data and time information.

The below PowerShell Script is very useful to get the basic information who created the site collection.

add-pssnapin microsoft.sharepoint.powershell
$site = Get-SPSite http://dotnetsharepoint.com/
$site.RootWeb.Author
$site.RootWeb.Created

SharePoint Online Real Time Training Contact: JLAKSHMITULASI@GMAIL.COM

Show display name in email notification using Nintex

In this article we can able to see how to show display name in email notification using Nintex, in this example we are having a new form with column name “Requestor” while creating a new item we added the user name in the “Requestor” column, so whenever we clicked on save we are sending the notification  mail to the Requestor.

In the mail we want to display user name, but by default we are getting as domain name\userid, but we want to display only Username, for this we are having couple options to achieve this functionality, we tried this approach and it working as accepted.


Create Nintex workflow and select the “Query User profile” as shown below.


Click on Configure, Create a any workflow variable “display name” single line text.

Select the values as per the below screen shot.

Now in the email notification, you can add the user “dispalyname” workflow variable where ever you want, it will shows the display name as per the user profile.

SharePoint Online Real Time Training Contact: JLAKSHMITULASI@GMAIL.COM

How to overlay Office 365 shared calendar with SharePoint Calendar

In this article we are able to see how to perform SharePoint calendar overlay, using new solution by Virtosoftware. Long time the ability to overlay Office 365 shared calendar from Exchange Online and SharePoint calendar was the most sought after feature in SharePoint Online. Now we can overlay Office 365 shared calendar not only with people that are using Outlook too.

You can easily create Office 365 shared calendar as it is described in article from this link, but you can`t overlay it with your calendar in SharePoint.
Now the brand new Virto Office 365 Calendar Add-in allows us to overlay any number of SharePoint calendars and Office 365 shared calendar in a single view.

With Office 365 Calendar Add-in you can perform this connection with a single click!


Just check the box in Add-in settings to share office 365 calendar in SharePoint! Now all your Exchange Online calendars will be automatically added to Virto Office365 Calendar. 




This unique feature, among others, makes Virto Office 365 Calendar Add-in a perfect calendaring solution for SharePoint Online. This Add-in allows you to add or edit items with a single mouse click and display color-coded events in different timescales. You can view schedules in Day, Week, Work Week, Month, Year, Task and Multisource View. With Office 365 Calendar Add-in you can show all your private events, meetings and shared calendars in one place. Also, this SharePoint online calendar has a 30-days free trial, you can download and try all its features right now!
Learn more about all features of Office 365 Calendar Add-in and download trial version.


SharePoint Online Real Time Training Contact: JLAKSHMITULASI@GMAIL.COM

Hide Controls in SharePoint based on Permissions

Hide Controls in SharePoint based on Permissions
In this article we are able to see how to hide controls based on permissions, we placed a button in display form and we want to show that button only for couple of users, for this we created a SharePoint group  added users in that group.

Add the below code in notepad save it and place it in Site Assets.
Enter your GroupName as per your requirement.
Add the content editor in the display form, Edit it and refer the file in this editor.
Now we can able to see the button based on the permissions.

<html>
<head>
<script>
_spBodyOnLoadFunctionNames.push("CurrentUserInGroup");                  
function CurrentUserInGroup()
{
           
            $('#btnhidebutton').hide();
            $.ajax({
            url: _spPageContextInfo.webAbsoluteUrl + "/_api/web/sitegroups/getByName('Your SP GroupName')/Users?$filter=Id eq " + _spPageContextInfo.userId,
            method: "GET",
            headers: { "Accept": "application/json; odata=verbose" },
            success: function(data){
            if(data.d.results[0] != undefined){       
                        console.log(data.d.results[0]);
                        $('#btnhidebutton').show();                            
            }
            }
            });
}          
</script>
</head>
<input type="button" id="btnhidebutton" value="Add Button"/>

</html>

SharePoint Online Real Time Training Contact: JLAKSHMITULASI@GMAIL.COM