How To Create A SharePoint Form With Workflow

Creating a SharePoint form with workflow involves several important steps. SharePoint workflows have been retired for new tenants as of August 2020, so it is recommended to use Power Automate or other supported solutions. SharePoint workflows are built on the Windows Workflow Foundation and include tasks assigned to users and groups and forms to collect information from users.

To create SharePoint forms with workflow, developers were previously recommended to use ASP.NET Web Forms or InfoPath forms. However, with the introduction of Workflow Manager in SharePoint, a new workflow architecture and platform were implemented. Workflow Manager runs outside of SharePoint and communicates with SharePoint through the OAuth authorization model and REST APIs.

When creating custom workflow forms using Visual Studio, developers can use ASP.NET Web Forms and deploy them as a SharePoint solution. They can also use the Workflow Services Client Side Object Model (CSOM) to perform necessary tasks such as creating workflow task and history lists, associating workflows with sites or libraries, and starting new instances of workflows.

There are three types of custom workflow forms: initiation, association, and task edit forms. Initiation forms are shown when a workflow is manually started and require user inputs. Association forms are displayed to administrators when they associate a workflow with a list or library and allow them to specify parameters and default values. Task edit forms have been de-emphasized and rely on list display and edit forms.

To create a SharePoint form with workflow, developers can create an association form and an initiation form using Visual Studio. The association form collects configuration information and the initiation form prompts users to enter required data. Developers can customize these forms by adding controls and code to them.

Overall, creating a SharePoint form with workflow involves using Visual Studio templates, adding controls and code to the forms, and customizing the workflow to meet specific requirements.

SharePoint Workflow in the Context of Form Creation

SharePoint workflows, which were built on the Windows Workflow Foundation, have been retired for new tenants since August 2020. As a result, it is now recommended to use Power Automate or other supported solutions for creating SharePoint forms with workflow. SharePoint workflows traditionally included tasks assigned to users and groups, as well as forms to collect information from users.

In the past, developers were advised to use ASP.NET Web Forms or InfoPath forms for creating SharePoint forms with workflow. However, with the introduction of Workflow Manager in SharePoint, a new workflow architecture and platform were implemented. Workflow Manager operates outside of SharePoint and communicates with SharePoint through the OAuth authorization model and REST APIs.

When developers create custom workflow forms using Visual Studio, they have the option to use ASP.NET Web Forms and deploy them as a SharePoint solution. Alternatively, they can utilize the Workflow Services Client Side Object Model (CSOM) to perform various tasks, such as creating workflow task and history lists, associating workflows with sites or libraries, and initiating new instances of workflows.


Types of Custom Workflow Forms

There are three main types of custom workflow forms: initiation forms, association forms, and task edit forms. Initiation forms prompt users to enter required data when manually starting a workflow. Association forms are displayed to administrators who are associating a workflow with a list or library, allowing them to specify parameters and default values. Task edit forms, on the other hand, have been de-emphasized and rely on list display and edit forms for editing tasks.


Creating SharePoint Forms with Workflow

To create a SharePoint form with workflow, developers can utilize Visual Studio’s templates to create both an association form and an initiation form. The association form is responsible for collecting configuration information, while the initiation form prompts users to enter the necessary data. Developers can further customize these forms by adding controls and code as per their requirements.

In summary, the process of creating a SharePoint form with workflow involves using Visual Studio’s templates, enhancing the forms by adding controls and code, and customizing the workflow to meet specific needs. By following these steps, developers can seamlessly integrate forms into their SharePoint workflow, streamlining business processes and improving collaboration within the organization.

Summary Table

Type of Form Description
Initiation Form Displayed when manually starting a workflow, collects required user inputs
Association Form Shown to administrators when associating a workflow with a list or library, allows configuration and specification of parameters
Task Edit Form De-emphasized form type that relies on list display and edit forms for task editing

Creating Custom Workflow Forms Using Visual Studio

To create SharePoint forms with workflow, developers can utilize Visual Studio and the Workflow Manager architecture. Previously, developers were recommended to use ASP.NET Web Forms or InfoPath forms. However, with the introduction of Workflow Manager in SharePoint, a new workflow architecture and platform were implemented. Workflow Manager runs outside of SharePoint and communicates with SharePoint through the OAuth authorization model and REST APIs.

When creating custom workflow forms using Visual Studio, developers have the option to use ASP.NET Web Forms and deploy them as a SharePoint solution. Alternatively, they can leverage the Workflow Services Client Side Object Model (CSOM) to perform necessary tasks such as creating workflow task and history lists, associating workflows with sites or libraries, and starting new instances of workflows.

There are three types of custom workflow forms: initiation, association, and task edit forms. Initiation forms are shown when a workflow is manually started and require user inputs. Association forms are displayed to administrators when they associate a workflow with a list or library and allow them to specify parameters and default values. Task edit forms have been de-emphasized and rely on list display and edit forms.

To create a SharePoint form with workflow, developers can create an association form and an initiation form using Visual Studio. The association form collects configuration information, while the initiation form prompts users to enter required data. These forms can be further customized by adding controls and code to meet specific requirements.

Overall, creating a SharePoint form with workflow involves using Visual Studio templates, adding controls and code to the forms, and customizing the workflow to meet specific requirements. With the power of Visual Studio and the Workflow Manager architecture, developers can create robust and efficient SharePoint forms with workflow.

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