Category Archives: Computers

All things computer related.

Track and Visualize Compliance Events as Part of Nintex Workflows

This post was written for B&R Solutions

Like most consulting groups that build a lot of workflows for process automation, we work with a lot of approval processes to help formalize important reviews and decisions while supporting compliance activities.  We recently received an interesting request to update an existing process we helped build and maintain.  In this particular approval process, the financial transactions were being reviewed and approved, but the stakeholders really needed to be able to view the pending and approved transactions.

Adding a calendar to visualize when approvals have taken place was a big win with the client. The requirements for setting it up were simple. The events would have either a ‘Pending’ or ‘Approved’ state and can approve via email. Finally, the events would appear on a calendar color-coded to each state of approval.  Because the pending documents are stored in a separate library from final documents, and to support color coding and full featured calendar connections, we chose to use a calendar list versus the limited calendar view format for a traditional SharePoint library.

Nintex’s LazyApproval is a great solution for approval workflows. Setting up the workflow was simple. Once a user adds a new document and sets the event date, the workflow creates a calendar event and then creates a task. The first step in the workflow is a filter to check if the Created date is equal to the Modified date. This lets me know if the item was just added to the library without having any metadata added to it. I could check to see if a calendar item has already been created. This would occur if an item had already been rejected and updates have been applied to the original item. If not, the calendar item is created in the ‘Pending’ state. On approval, the calendar item is set to ‘Approved’. If rejected, it will stay as ‘Pending’.

The workflow looks like this:

The way I keep the Calendar Events in sync with the documents is by using the Document ID. I added a text field called “Document ID” and write the Document ID value on creation of the calendar item. That makes it easy to query.

Setting up the calendar requires a trick in the use of the ribbon option ‘Calendar Overlay’.

Normally, separate SharePoint calendars are used to overlay onto a single calendar. Using that method, 3 separate calendars would be required for this solution, one for each state of the event. The trick is to add a separate calendar view as a separate calendar. By using this method, there is no need for separate calendars, only for separate calendar views.

Once you enter your site into the Web URL and click ‘Resolve’, the List and List View dropdowns should populate. Simply choose them and when your calendar items meet the criteria for the list view, they will appear with the color you chose.

The result is a single calendar with multiple color-coded entries. Events can even span multiple days or specific times depending on your start/end dates and times.

While this is just a subset of the total workflow, it illustrates a great technique that can be used for supporting your compliance activities. Creative uses of workflows with SharePoint apps help demonstrate the full power of the platform as well as their investment to the client generating a win on many levels.  Utilizing what is available in the box combined with thinking out of the box is key to happy clients.

Gmail scripts – Mark Read During Business Hours

I quickly threw this together. The following script would mark all Gmail email coming in to be read if it’s Monday through Friday between the hours of 9am and 5pm. This is done at http://script.google.com with the API from https://developers.google.com/apps-script/reference/gmail/.

Don’t forget to click on Resources > Current Project’s Triggers and have it run once a minute!

function markReadDuringBusHours() {
    var currentDate = new Date();
    var currentDay = currentDate.getDay();
    var currentHour = currentDate.getHours();
    var threads = GmailApp.getInboxThreads();
    if (currentHour > 8 && currentHour < 18 && currentDay > 0 && currentDay < 6)
    {
        GmailApp.markThreadsRead(threads);
    }
}

Speed Up iPhoto ’09 Launch Time

This comes from the MacOSXHints.com site.

The start time in  iPhoto '09 can take minutes if you have a really large database of photo (like 30k plus). But even if you have a small database, this will still speed up your launch time.

How To

Open Terminal and type:  cd "~/Pictures/iPhoto Library"

Then execute the following command: for dbase in *.db; do sqlite3 $dbase "vacuum;"; done

 

That's it! You should notice an improvement in your startup time.

How to Make Your XP Work and Look Like Leopard

Install this version of RK Launcher (most articles refer to an older version). This is your doc with stacks:
http://windowsedge.com/forums/?showtopic=2158

Install Transbar to make your Taskbar transparent and then move it to the top. I still like having the bar around. You'll make it white when you do the style install:
http://www.pcworld.com/downloads/file/fid,24157-order,1-page,1-c,alldownloads/description.html

Install Windows Search 4 (works like Mac Spotlight somewhat):
http://www.microsoft.com/windows/products/winfamily/desktopsearch/choose/windowssearch4.mspx

Patch your UXTHEME.DLL file so you can install a custom theme:
http://www.ghacks.net/2008/01/21/uxthemedll-patcher-for-windows-xp-and-vista/

Install a Leopard theme (there are many out there):
http://neodesktop.deviantart.com/art/Leopard-2-0-58534221

Get Safari for Windows:
http://www.apple.com/safari/download/

If you really want Expose, then check this out:
http://www.petefreitag.com/item/124.cfm
or
http://www.docs.kr/

Mac mouse pointer cursors:
http://www.winmatrix.com/forums/index.php?act=Attach&type=post&id=999
(put in a folder in C:WindowsCursors) I had to go through and pick each one and create a new theme. Maybe I missed something. Either way, it works.

Oh yeah, the background image. Take your pick:
http://www.flickr.com/photos/dominoes/544155098/sizes/l/

or better yet get them from InterfaceLift, the best place for wallpapers.

Spaces? Well, you can run this app which is permanently in beta or just run the XP Powertoy Virtual Desktop Manager and get almost the same functionality (at least you can assign shortcut keys but no corners). While you're on the XP Powertoy page, install some other goodies like the Atl-Tab Replacement and Open Command Window here. They're helpful.

That's about it so far. As I continue, I'll add more to this post.