In my previous post on the different ways to determine the return message from a REST API call in a SPD workflow I covered using a test list and Fiddler to build your web call in a SharePoint Designer workflow. In this post I want to discuss manipulating REST API calls in SharePoint Designer 2013 workflows. Basically I want to show how you can determine what your read string is going to look like based on the values coming back from SharePoint.
Years ago when Microsoft released it’s latest version of SharePoint Designer, it came with a few enhancements that really made building workflows with Designer more robust and efficient. One efficiency enhancement was the ability to copy actions, steps and even entire stages within the same workflow or even between workflows. Microsoft also allowed for the ability to move back and forth between stages instead of continuing down a parallel path (called a state machine workflow). While the addition of state machine workflows to Designer (previously only available in Visual Studio workflows) is great; in my opinion the best (by a very small margin) addition to Designer is the ability to call web services. As your queries get more and more complex however, knowing what is coming back into the workflow can be filled with frustration as you try to determine how to get the data from the response content. While I it isn’t a new concept, I wanted to discuss handling REST responses in SharePoint Designer workflows. Or at least how I do it. The method I use is pretty straight forward and very easy to implement.
My client has a sub site that has the sole purpose of housing their policy documents. They don’t want any other team site features on this site, just the library. The library contains a couple thousand documents all nicely categorized using metadata and organized by views. A recent request from them was to clear their site’s landing page of the default web parts and replace it with a list of the views. Each view in the list should link directly to that view in the library. To facilitate their request I decided to create a list of SharePoint views using REST services.
Choosing a Method
A number of methods are available for us to accomplish this:
- Server-side Web Part: Bad. Don’t do this anymore. Stay as far away from server side code as much as possible. This is a discussion for another day and there are lots of resources out there outlining why we shouldn’t, but suffice to say, don’t do it.
- CSOM Add-In: This is a strong possibility and one that is generally used, but we have developed a policy to avoid CSOM solutions because it still requires assemblies that have to be maintained
- JSOM Add-In: This method is perfectly fine and something available to any SharePoint solution. It would suffice for my needs. I just chose a different method.
- JavaScript and REST: I chose this method not because it is better than any of the others listed, but simply because my need was very basic and I didn’t need to build out a full solution to achieve my requirements. I could create my solution using a Content Editor Web Part (CEWP) and a single JavaScript file (well two because I used JQuery as well).
Create a List of SharePoint Views Using REST
The solution is pretty straight forward and uses very little custom code. The gist of the solution is removing all the web parts from the page. Adding the CEWP to the page. Uploading JQuery and my custom code file to Site Assets and referencing them from within the CEWP.
ListCollection REST Endpoint
To get the data from the list we need to make use of the ListCollection resource. A method within the resource allows us to access a list within by it’s name. So your REST call will have a base something like: “/<Site Name >/_api/web/lists/getbytitle(<List Title>)” So this gives us the list object. Instead of using the return data from SharePoint on this, we are able to tell the call that we want the views property within. So in the end our REST call is going to be http://teams.drevsp2013.com/bcs/_api/web/lists/getbytitle(‘Laptop Request Form’)/Views
Because it is so easy to work with we of course want to ensure we tell the service call we would like the results in JSON format. So we need to add an accept to the header “accept: application/json;odata=verbose”
Test with Fiddler
When checking out any REST endpoint I always use Fiddler. Two reasons:
- Ensure I format my REST call correctly
- Take a look at how the data is coming back so I know how to handle it in code
Setup and execute a Fiddler test as follows:
Taking a look at the JSON return, we see that we want to make use of the Title and the ServerRelativeUrl fields:
Create the REST Call
So building out this knowledge I wrote a little method called GetViewDetails. It accesses the REST endpoint and builds an associative array (I’ll explain why in a minute) to store the title and URL of the views.
function GetViewDetails(siteName, listName){ var restURL = "/" + siteName + "/_api/web/lists/getbytitle('" + listName + "')/views"; var viewArray = []; //Call the list API and gather information on all the views. $.ajax({ url:restURL, type:"GET", headers: {"accept": "application/json;odata=verbose"}, async: false, success: function(data){ $.each(data.d.results, function(index, item){ //Need to ignore the All Documents and the hidden views: if(item.Title != "All Documents" && item.Title != "Merge Documents" && item.Title != "Relink Documents" && item.Title != "assetLibTemp") { //build the associative array viewArray[item.Title] = item.ServerRelativeUrl; } }); }, error: function(error){ $('#DisplayViews').append("<p>An Error occurred building list of policy groups. Error received: " + JSON.stringify(error) + " Please contact the service desk"); } }); return viewArray; }
Because the client only wanted their custom views I do not add All Documents or the internal hidden views to the array. Also note that I do not want this to be called asynchronously. Reason being is I am building out that array and I want to be able to return the values. If I don’t do this, it will return the data before the array is built.
Another requirement is to place all the views in alphabetical order. The REST service doesn’t do that by default. It actually returns the views in the order they were created. Enter the Associative Array. The associative array in Javascript is a Key\Value based array. So basically a dictionary or hashtable. By placing my data into this array I can sort the data on the key (view title) portion of the array. Before I show you that part, I am going to first add the necessary code to my CEWP as I make reference to some HTML in the web part within the next method.
After you add the CEWP, edit the source of the web parts content. Inside the HTML we are going to add the a div that our code can hook into and the script calls for the JS files.
So back to the JavaScript. The final piece to write is the portion that sorts the array and writes to the CEWP. The code to handle this:
function displaySortedViews(viewArray) { //sort the array keys var sortedKeys = Object.keys(viewArray).sort(); //create an unordered list on the page $('#DisplayViews').append("<ul id='viewList'></ul>"); //loop through each view and add to the page. for(var i=0; i < sortedKeys.length; i++) { $('#viewList').append("<li> <a href='" + viewArray[sortedKeys[i]] + "'>" + sortedKeys[i] + "</a></li>"); } }
In the code above, it sorts the key values of the array and places them into a new variable. We then use that order to loop through every item in the array and display them as needed. viewArray[sortedKeys[i]] is basically saying give me the value of the array when the key is equal to the value at ‘i’. We then attach to the un-ordered list created before the loop and for each entry in the array we add a list item to the un-ordered list.
So what we end up with is a list of links that correspond to each view and the url of the view.
The final JavaScript file looks like this:
/********************************************************************************************** * Title: createViewLinks.js * * * * Date Who Comments * * April 28, 2016 David Drever Created to gather the views and their URLS in a * * library and build a list to directly link to * * them * ***********************************************************************************************/ $(document).ready( function() { var siteName = "bcs"; var listName = "Laptop Request Form"; var arrayViews = GetViewDetails(siteName, listName); displaySortedViews(arrayViews); }); /********************************************************************************************** *Function Name: GetViewDetails * *Parameters: siteName - URL Sitename of site we are accessing data from * * listName - Name of the list to access * * * *Return Value: Returns associative array containing Item Title (key) and URL (Value) * *Purpose: Accesses the list's view endpoint to gather data on each view within the list * *********************************************************************************************** */ function GetViewDetails(siteName, listName){ var restURL = "/" + siteName + "/_api/web/lists/getbytitle('" + listName + "')/views"; var viewArray = []; //Call the list API and gather information on all the views. $.ajax({ url:restURL, type:"GET", headers: {"accept": "application/json;odata=verbose"}, async: false, success: function(data){ $.each(data.d.results, function(index, item){ //Need to ignore the All Documents and the hidden views: if(item.Title != "All Documents" && item.Title != "Merge Documents" && item.Title != "Relink Documents" && item.Title != "assetLibTemp") { //build the associative array viewArray[item.Title] = item.ServerRelativeUrl; } }); }, error: function(error){ $('#DisplayViews').append("<p>An Error occurred building list of policy groups. Error received: " + JSON.stringify(error) + " Please contact the service desk"); } }); return viewArray; } /********************************************************************************************** *Function Name: displaySortedViews * *Parameters: viewArray - Associative array of view title\URLs * * * *Return Value: None * *Purpose: Sorts list of views and displays to page * *********************************************************************************************** */ function displaySortedViews(viewArray) { //sort the array keys var sortedKeys = Object.keys(viewArray).sort(); //create an unordered list on the page $('#DisplayViews').append("<ul id='viewList'></ul>"); //loop through each view and add to the page. for(var i=0; i < sortedKeys.length; i++) { $('#viewList').append("<li> <a href='" + viewArray[sortedKeys[i]] + "'>" + sortedKeys[i] + "</a></li>"); } }
Thanks for reading!!