Installing the PDF Converter for SharePoint Online Workflow Actions

Due to limitations in SharePoint Online's App Model, it is currently not possible to deploy workflow actions as part of an 'App'. Therefore, if you wish to use the Muhimbi PDF Converter for SharePoint Online from a workflow, you will need to deploy the workflow actions separately, or use some of the other services that we support such as Microsoft Flow, Logic Apps and PowerApps (see this blog post).

The workflow actions are distributed as a separate installer. All workflow actions are 'declarative' (no code) so there is no need to worry about negative security or stability implications.

 

Please read the 'Upgrading steps', in the second half of this article, when upgrading from a previous version. 

 

Installation steps are as follows:

  1. Install the PDF Converter App from the SharePoint App store as described here.
  2. Carry out a single conversion via the user interface. This activates the trial. Without this step your workflows will not work.
  3. Download the Workflow Actions from the Muhimbi Website.
  4. Navigate to the root of the SharePoint Site Collection you wish to execute workflows on, open the settings menu (gear icon at the top) and select Site Settings.
  5. In the Web Designer Galleries section select Solutions.
  6. In the Solutions Ribbon Bar click Upload Solution, browse for the file downloaded as part of step #3 and click OK.
  7. In the Add a document window that is displayed automatically, click the Activate button. 
  8. Return to the Site Settings page (See step #4).
  9. In the Site Actions section select Manage site features.
  10. Search for the Feature named Muhimbi PDF Converter for SharePoint Online - Workflow Actions and activate it.
  11. Repeat steps 8-10 for every (sub) site you wish to enable the Workflow Actions on.

 

A video describing these individual steps is available here. For details about how to use the newly installed Workflow Actions to build a workflow, see this article.

Instructions showing how to deploy the (non-workflow) SharePoint Online App can be found here.

Please note that the App as well as the workflow actions can be deployed in SharePoint 2013 on-premise (and later) as well. For details see this Blog post

 

 Upgrading steps are as follows

  1. Download the latest Workflow Actions from the Muhimbi Website.
  2. Navigate to the root of the SharePoint Site Collection you wish to execute workflows on, open the settings menu (gear icon at the top) and select Site Settings.
  3. In the Web Designer Galleries section select Solutions.
  4. In the Solutions Ribbon Bar click Upload Solution, browse for the file downloaded as part of step #1 and click OK.
  5. In the Add a document window that is displayed automatically, click the Upgrade button.
  6. Return to the Site Settings page (See step #2).
  7. In the Site Actions section select Manage site features.
  8. Search for the Feature named Muhimbi PDF Converter for SharePoint Online - Workflow Actions and disable it, then activate it again.
  9. Repeat steps 6-8 for every (sub) site you wish to upgrade the Workflow Actions on.
  10. Although we make sure that new workflow actions are always backwards compatible, in order to activate new functionality (e.g. the asynchronous behaviour introduced in the 9.9 workflow actions) you will need to republish workflows in order to take advantage.

 

Please keep in mind that SharePoint Online's workflow manager integration can be a bit temperamental, which is why it is recommended to carry out a test upgrade in a development or test environment before upgrading production workflows. 

 

If you have any questions then please contact us.

 

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