How To Cab Your Sharepoint Templates And Workflows

SharePoint Designer 2013 offers a convenient way to save your workflows as templates for easy deployment and reuse in different SharePoint environments. With a few simple steps, you can cab your SharePoint templates and workflows and ensure smooth implementation across multiple sites.

When saving a workflow as a template, it is important to note that not all workflow types can be saved in this manner. To begin the process, open the workflow in SharePoint Designer 2013 and navigate to the Workflow Settings tab. Here, you will find the “Save as Template” button. Clicking this button will package your workflow as a Web Solution Package (WSP) file with a .wsp extension.

After saving the template, you can locate it in the Site Assets library. This library serves as a centralized location for storing your SharePoint templates and making them easily accessible for deployment.

When deploying a workflow template to a different SharePoint environment, it is essential to ensure that all workflow dependencies already exist on the new site. These dependencies include lists, libraries, columns, and content types, all of which must have the same names as the source dependencies. Failure to have matching dependencies can result in errors during the deployment process.

To deploy a workflow template, you will first need to export the template file from the source SharePoint farm. In SharePoint Designer 2013, navigate to the Site Assets library where the template is located. Select the template and click the “Export File” button, saving it to your local computer or a network drive.

Once you have the exported template file, you can deploy it to the desired SharePoint site. To do this, open Internet Explorer and navigate to the SharePoint site collection where you want to deploy the workflow. Click on “Site Actions” and select “Site Settings.” In the “Web Design Galleries” section, choose “Solutions” and then click the “Upload Solution” button. Upload the workflow template file, and once it is uploaded, click the “Activate” button to activate the workflow solution for the site collection.

Once a workflow solution is activated at the site collection level, it becomes available as a feature for all sub-sites within that site collection. To activate the workflow feature for a specific sub-site, go to Site Settings, click on “Manage site features” in the Site Actions group, and then click “Activate” next to the workflow feature.

By following these steps, you can efficiently cab your SharePoint templates and workflows, simplifying their deployment and enabling easy reuse in different SharePoint environments. Take advantage of SharePoint Designer 2013’s capabilities to streamline your workflow management today.

Saving SharePoint Workflows as Templates

To cab your SharePoint workflows, you can use SharePoint Designer 2013 to save your workflows as templates, which can then be imported into other SharePoint environments without redevelopment. This process allows you to reuse existing workflows and streamline the deployment process. However, it’s important to note that not all workflow types can be saved as templates.

To save a workflow as a template, you need to open the workflow in SharePoint Designer 2013 and navigate to the Workflow Settings tab. In this tab, you will find the “Save as Template” button. Clicking on this button will prompt you to provide a name for the template. Once you’ve entered a name, click “Save” and the template will be saved to the Site Assets library.

Once the template is saved, you can export it as a Web Solution Package (WSP) file with a .wsp extension. To do this, go to the Site Assets library where the template is located, select the template, and click the “Export File” button. This will allow you to save the template to your local computer or a network drive.

By saving your SharePoint workflows as templates, you can easily package and deploy them to different SharePoint environments, saving time and effort in the development process. This method ensures that your workflows are consistent across various sites and allows for seamless collaboration within your organization.

Key Steps: Additional Notes:
1. Open SharePoint Designer 2013 – SharePoint Designer 2013 is a free tool provided by Microsoft
2. Navigate to Workflow Settings tab – This tab contains options for managing and customizing your workflows
3. Click “Save as Template” button – This button allows you to save the workflow as a template
4. Provide a name for the template – Choose a descriptive name that reflects the purpose of the workflow
5. Save the template to the Site Assets library – The Site Assets library is a central location for storing assets related to your SharePoint site
6. Export the template as a WSP file – This file format allows for easy deployment and reuse of the workflow template
7. Deploy the template to other SharePoint environments – You can import the template into other sites or farms without redevelopment

Conclusion

Saving your SharePoint workflows as templates provides a convenient way to package and deploy your workflows to different SharePoint environments. By following the steps outlined above, you can ensure the consistency and efficiency of your workflows across various sites and farms. Utilizing SharePoint Designer 2013’s built-in features, you can simplify the process of cabbing your SharePoint templates and workflows, ultimately saving time and effort in your workflow management efforts.

Deploying Workflow Templates to Different SharePoint Environments

Once you have saved your workflow template, you can deploy it to a different SharePoint farm or site to enable its use in another environment. To ensure a smooth deployment, it is important to consider workflow dependencies, export the workflow template, and activate the workflow solution.

  1. Workflow Dependencies: Before deploying your workflow template, make sure that all the necessary dependencies such as lists, libraries, columns, and content types already exist in the new SharePoint environment. It is crucial that these dependencies have the exact names as in the source environment. Failure to meet these requirements may result in errors during the deployment process.
  2. Export Workflow Template: To begin the deployment process, navigate to the Site Assets library in SharePoint Designer 2013 where your saved template is stored. Select the template and click the “Export File” button. This will save the template as a file with a .wsp extension to your local computer or a network drive.

Once you have exported the workflow template, you are ready to deploy it to the new SharePoint environment.

Step Description
1 In Internet Explorer, navigate to the SharePoint site collection where you want to deploy the workflow.
2 Click on “Site Actions” and select “Site Settings.”
3 In the “Web Design Galleries” section, click on “Solutions.”
4 Click the “Upload Solution” button to upload the workflow template file.
5 After the solution is uploaded, click the “Activate” button to activate it.

Once the workflow solution is activated for the site collection, it becomes available as a feature for all sub-sites. To activate the workflow feature for a specific sub-site, go to Site Settings, click on “Manage site features” in the Site Actions group, and then click “Activate” next to the workflow feature.

By following these steps, you can easily deploy your workflow templates to different SharePoint environments, ensuring seamless integration and reusability for your workflows.

Activating Workflow Features for Sub-sites

After deploying the workflow solution, you can activate the workflow feature for sub-sites to make the workflow available for use throughout your SharePoint site collection. To activate the workflow feature, follow these simple steps:

1. Go to Site Settings: Open your SharePoint site and click on “Site Actions” in the top navigation bar. From the drop-down menu, select “Site Settings.”

2. Manage Site Features: In the “Site Actions” group, click on “Manage site features.” This will take you to the “Site Features” page.

3. Activate the Workflow Feature: Scroll through the list of features and locate the workflow feature you want to activate. Click the “Activate” button next to the workflow feature. This will enable the feature for the current sub-site.

By activating the workflow feature for sub-sites, you empower all users within the site collection to leverage the workflow functionality. Keep in mind that activating the feature at the site collection level is not enough to make it accessible for sub-sites. Each sub-site must individually activate the workflow feature to utilize it. Once activated, users can create and manage workflows within their respective sub-sites, streamlining processes and improving productivity.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.