- September
- 19
- 2007
Employee Training and Scheduling Template – a couple fixes Part 1
Posted by Dessie Lunsford
1 Comment »
The following is a walkthrough on how to manually adjust the default set of workflows built into the "Employee Training Scheduling and Materials" template to set the "Attendee Unregistration" workflow to work as intended. By default, the workflow does not increment the "Available Seats" variable when a user un-registers from a course, which can lead to issues in how many users can actually register if several "un-registrations" take place.
Walkthrough:
In SharePoint Designer:
File > Open Site
Open to the Employee Training Site
Expand WorkFlows, expand Attendee Unregistration and double click "Attendee Unregistration.xoml"
The Workflow Designer for "Unregister from course" should display.
And the Delete item in Registration flow should display. Click on Actions > More Actions
Double Click the "Do Calculations" to add it to the workflow.
Open the drop down menu for this item and move it up twice, so it's the first item under "Delete Item in Registration"
Click the first "value" hyperlink and click the "fx" button next to it.
For the pop-ups, enter the information as follows:
Click the "fx" and fill out the following then click ok
Click on the "plus" hyperlink and change it to "minus"
Click on the 2nd "value" hyperlink and enter the number one (1).
Click on the "Variable:calc" hyperlink and select "create new variable" and enter a new name, make it a "Number" Type and click "OK"
The Workflow should now look something like this:
Click on the Actions button > More Actions and add the "Upldate List Item" action.
Move this action up so it is under the action you just created above.
Click the "this list" hyperlink
Change List to : Courses
Click Add to fill out the Value Assignment
Click "fx" on the "Value Assignment" to get the "Define Workflow Lookup"
Value Assignment should look like this:
Ok out of Define Workflow Lookup and Ok out of Value Assignment
For the bottom half, choose Courses:ID for the field and then click "fx" to lookup the Value:
The Update List Item should look like this:
Ok out of the screen.
The updated Attendee Unregistration Workflow should look like this:
Finish to complete. The workflow should build.
****Special thanks to milayen from SharePointU.com for providing me this walkthrough when I needed it most, and allowing me to reproduce it here for you.****
THANK YOU!!! This is fantastic! Just what I needed!