Guess please honestly the percentage of your effective work. I mean effective that part of your work, whenever you are not forced to desperately hunt and fix errors caused by misleading or incomplete information. Surprised? Starting with this chapter of my favor book (Sahil Malik; Building Solutions for SharePoint 2010) my effectiveness dropped dramatically. On page 299 the author asks you to open some InfoPath form within SharePoint 2010 Designer, which however does not exist. I have started reading the chapter from the very beginning, perhaps missed some important point (effectiveness thus less then 50%). I have repeated the exercises, still no forms under the “Form” section like stated. Then poking around in the web I figured some articles experiencing the very same issue (effectiveness 30%) then searching alternatively lastly I figured in this discussion the resolution (effectiveness now around 15%).
Here the steps to do for my followers being in the same desperation. The issue is to create a copy of an existing workflow and make some changes on that copy. First of all open SharePoint 2010 Designer and connect to the appropriate Site which contains the preconfigured list associated with an out-of-the-box Approval Workflow. So right mouse button on that Workflow and select “Copy and Modify…” (Picture 1) and let’s name it “Approval Extra-Copy”.
Edit now this new Copy clicking on “Approval Workflow Task (en-US) Copy” (Picture 2) or just proceed with the steps according the the book’s example. Lastly save the Copy using the “Floppy” style Save button in the ribbon. This will cause the Copy appears in the List of “Reusable Workflows” (Picture 3). You see here as well the ineffectively created copies while trying to fix this issue at my own…
Let’s click on this new Approval Extra-Copy Workflow and check the Forms pane on the right hand side within the Designer whereas the list is empty (Picture 4). The easy to use remedy is one single mandatory action Sahil Malik have forgotten to tell us, namely prior to proceed with InfoPath Form editing, you have to Publish the newly created Workflow (Picture 5). This will cause the Forms to be regenerated and voila, the Forms pane becomes filled with the missing InfoPath items (Picture 6). Have a good day anyway
And lastly regarding Visio 2010 in order to be more effective then me. This book’s chapter asks you to open the formerly exported from SharePoint 2010 Designer Workflow. This could be the source of another headaches, as using Visio 2010 Professional edition you will miss the stencils and templates needed to design SharePoint 2010 Workflows. So go ahead and install Visio 2010 Premium. If you have msdn Subscription, don’t be surprised figuring only a single Visio 2010 Image/exe there. Applying the appropriate product key will decide what edition is lastly turned on your system. Professional edition can be easily upgraded starting the installation and choosing “Enter a Product Key” (Picture 7).