SharePoint Designer Workflow Custom Task Process

In a series of posts, I want to introduce you to a powerful workflow features of Microsoft SharePoint designer. To follow these posts, you have to have a basic understanding of Microsoft SharePoint designer workflow features. To create the sample presented in these posts, you have to accomplish the first two posts, after that there is no order and you can read any topic you are interested in.

For simplicity, I have placed the link to the whole series here:

SHAREPOINT DESIGNER WORKFLOW CUSTOM TASK PROCESS


CREATE A SIMPLE WORKFLOW WITH CUSTOM TASK PROCESS IN SHAREPOINT WORKFLOW DESIGNER


HOW TO MODIFY TASK FORM IN CUSTOM TASK PROCESS IN ORDER TO HAVE EXTRA FIELDS


HOW TO SEND A CUSTOM TASK NOTIFICATION EMAIL IN CUSTOM TASK PROCESS SHAREPOINT WORKFLOW DESIGNER


HOW TO SET A DUE DATE FOR A SINGLE TASK IN CUSTOM TASK PROCESS IN SHAREPOINT DESIGNER WORKFLOW


HOW TO CHANGE THE TITLE OF INDIVIDUAL TASKS IN CUSTOM TASK PROCESS IN SHAREPOINT DESIGNER WORKFLOW


HOW TO DYNAMICALLY GENERATE TASKS IN CUSTOM TASK PROCESS IN SHAREPOINT WORKFLOW DESIGNER


HOW TO KEEP TRACK OF THE STAGE IN CUSTOM TASK PROCESS OF SHAREPOINT DESIGNER WORKFLOW

Introduction

When you want to have workflows in Microsoft SharePoint, there are a couple of available options:

  1. Using out-of-the-box SharePoint workflows like the Approval, Feedback,…
  2. Using SharePoint designer to design Workflows for SharePoint
  3. Using Visual Studio to develop Workflows for SharePoint

Many companies use SharePoint designer in order to automate their business process’ and developing workflows. In a series of articles, I want to discuss a little bit about a powerful action in SharePoint designer workflow engine called “Custom Task Process”

What is Custom Task Process

Custom Task Process is actually a workflow that you have to configure it in order to use its features. It is not a task; it is usually a group of tasks which is running as a workflow. You have to have this distinguish in your mind while you want to work with this powerful custom action and to understand its features.

In the main window of SharePoint workflow designer, the Custom Task Process is appeared as a single line of item, but when you click on it, there are tons of configuration items after that.

menu-custom task process

 

custom task process

Figure 1 – place task process in sharepoint designer

custom task process configuration

Figure 2 – custom task process configuration panel

In these series of articles I want to describe this feature-rich custom action of SharePoint workflow designer and its capabilities to automate business process.

SharePoint 2013 Custom Task Process

SharePoint 2013 comes with a completely different workflow model than SharePoint 2010. But for the backward compatibilities, it is possible for you to design SharePoint workflows based on both 2013 and 2010 version of SharePoint in SharePoint designer 2013

Custom Task Process workflow action is far more capable in SharePoint 2010 workflow model and from this perspective, SharePoint workflow engine 2013 is a less-feature-rich workflow engine and it seems like a downgrade into the product. I hope in the next revision of SharePoint, which is SharePoint 2016, Microsoft engineers do their job and provide us this amazing piece of capability again.

sharepoint-2010-2013

Figure 3 – Custom task process in SharePoint 2013

So it is possible to use “more-feature” Custom Task Process custom action in both SharePoint 2010 and SharePoint 2013 if you develop your workflow with the SharePoint 2010 workflow engine in SharePoint designer 2013.

MCSE, PMP, With more than 12 years experience in Microsoft technologies.

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