Site Workflow With While, IfElse, Code Activities

In this article we can explore using multiple activities in a Site Workflow created using Visual Studio 2010. The core activities we use here are:

Code Activity to execute custom code
While Activity to execute inner activities upon condition is true
IfElse Activity to execute branching activities based on condition
LogToHistoryList Activity to log information to Workflow internal history list

Scenario

A typical approval scenario is being addressed here. An Expenses list is given for approval. The entries having an amount lesser than 100 are approved.

Pre-Requisites

Create a custom list named Expenses for using this example. Add some items into the new list as shown below:

Image 1.jpg

Create Workflow

Open Visual Studio 2010 and create a new Sequential Workflow Project as shown below:

Image 2.jpg

In the next page choose your site collection and click the Next button to continue.

In the page that appears choose Site Workflow as shown below:

Image 3.jpg

In the last page choose the option to start the workflow manually.

Image 4.jpg

Now you will be getting the Workflow designer with default activity inside it.

Image 5.jpg

Add Activities

Open Visual Studio. Now you can drag and drop the following activities from the Toolbox:

1 Code Activity
1 While Activity & IfBranch Activity
2 Code Activity inside If, Else branches
1 LogToHistory Activity

As shown below:

Image 6.jpg

Our idea is the following:

Create a property named CurrentItem of type object, Index of type integer
In the first Workflow activated, fetch all the Expenses items
In the Code Activity initialize the Index field
Set the While Activity condition until CurrentItem is not null
Set the If branch condition as Amount less than 100
Set the Else branch condition as Amount greater than or equal to 100
Set the Code Activity in an If branch, to update the status as Approved
Set the Code Activity in an Else branch, to update status as Rejected
Use the LogToHistory activity for logging the workflow completion information

Create Entity, Properties & Fields

Please create the following class to hold the Expense Item, to give an Object Oriented look and feel.

namespace ExpenseApprovalWorkflow
{
public class ExpenseItem
{
public int ID;
public double Amount;
}
}

Inside the Workflow class, add the following properties and fields.

namespace ExpenseApprovalWorkflow.Workflow1
{
public sealed partial class Workflow1 : SequentialWorkflowActivity
{
List<ExpenseItem> Expenses = new List<ExpenseItem>();
int Index;

ExpenseItem CurrentItem
{
get
{
if (Index < Expenses.Count)
return Expenses[Index];

return null;
}
}
}
}

The Expenses list holds the ExpenseItem type items. The Index property represents the current index of the item being processed.

Initiation Code

Back to the workflow designer, double-click on the onWorkflowActivated step and add the following code:

private void onWorkflowActivated1_Invoked(object sender, ExternalDataEventArgs e)

{

using (SPSite site = SPContext.Current.Site)

{

using (SPWeb web = site.OpenWeb())

{

var items = web.Lists["Expenses"].GetItems("ID", "Amount");

foreach (SPListItem item in items)

{

ExpenseItem expenseItem = new ExpenseItem();

expenseItem.ID = (int)item["ID"];

expenseItem.Amount = (double)item["Amount"];

Expenses.Add(expenseItem);

}

The code fetches all Expenses list items from SharePoint and adds them to the Expenses field of our workflow class.

Code Activity

Double-click on the Code Activity item from the Workflow Design View (second activity). In the code window that appears enter the following code:

private void codeActivity1_ExecuteCode(object sender, EventArgs e)

{

Index = -1;

}

The code initializes the Index field to -1. This field will be incremented in the while loop later.

While Activity

Now select the While activity from the workflow design view and choose the Properties window. Choose the Condition property as Code Condition and set the Inner Condition property as WhileCodeCondition.

Image 7.jpg

The WhileCodeCondition represents the name of the method which evaluates the While condition and returns true or false to continue or terminate the workflow.

Paste the following code in the Workflow class view.

private void WhileCodeCondition(object sender, ConditionalEventArgs e)
{
Index++;

e.Result = (CurrentItem != null);
}

You can see the method name matches the property we have specified. The method receives the ConditionalEventArgs for specifying the condition for the while activity.

IfElse Activity

You can see that there are 2 branch activities for the IfElse activity.

Image 8.jpg

Select the first branch item and open the Properties window. Here we can specify the following properties:

Condition as Declarative Rule Condition
ConditionName as IfCondition
Expression as this.CurrentItem.Amount < 100

You can see them in the Properties window as shown below:

Image 9.jpg

The ellipsis button as highlighted in red color can be used to create the Expression. There is an auto-completion enabled in the editor dialog that appears.

Image 10.jpg

Now select the second branch item and open the Properties window. Here we can specify the following properties:

Condition as Declarative Rule Condition
ConditionName as ElseCondition
Expression as this.CurrentItem.Amount >= 100

Now our If and Else branches are ready to proceed with their Code activities.

Code Activity for If branch

Now double-click on the Code Activity for the If branch.

Image 11.jpg

In the code view that appears, enter the following code:

private void codeActivity2_ExecuteCode(object sender, EventArgs e)

{

using (SPSite site = SPContext.Current.Site)

{

using (SPWeb web = site.OpenWeb())

{

var item = web.Lists["Expenses"].GetItemById(CurrentItem.ID);

item["Status"] = "Approved";

item.Update();

}

The code fetches the Expense Item by ID and updates the Status as Approved.

Code Activity for Else branch

Now double-click on the Code Activity for the Else branch.

Image 12.jpg

In the code view that appears, enter the following code:

private void codeActivity3_ExecuteCode(object sender, EventArgs e)

{

using (SPSite site = SPContext.Current.Site)

{

using (SPWeb web = site.OpenWeb())

{

var item = web.Lists["Expenses"].GetItemById(CurrentItem.ID);

item["Status"] = "Rejected";

item.Update();

}

The code fetches the Expense Item by ID and updates the Status as Rejected.

LogToHistoryList Activity

This activity logs information into the History List of the site. Select the activity and set the following property:

Image 13.jpg

This list is a hidden list and is not shown in the Quick Launch or All Site Content.

To view the list you need to type the List Name in the address bar. For example:

http://SERVER/Lists/workflow%20history/AllItems.aspx

You can see various entries in the History List as shown below:

Image 14.jpg

Using the History List we can verify the workflow instances being executed and their log information for troubleshooting.

Deploy the Workflow

Now we are ready to execute our workflow. Build the project, right-click on the solution and Deploy it.

Inside SharePoint

Back in SharePoint choose the Site Workflows and start our workflow.

Image 15.jpg

Wait for a while for the execution to be completed.

Image 16.jpg

Back to the Expenses list you can see the Status column being updated for the items.

Image 17.jpg

You can open the Workflow History list to view the log entry as shown below:

This concludes our playing with Workflow activities.

References

http://msdn.microsoft.com/en-us/library/ms446847.aspx

Summary

In this article we have explored creating a Site Workflow using multiple activities. To summarize, the following are the activities we have explored:

IfElse activity
While activity
Code activity
LogToHistoryList activity

I hope this example should provide knowledge to address complex workflow challenges in your programming life. The source code contains the example we have discussed.