In Sharepoint designer's workflow editor I wish to retrieve the username/name of the work flow initiator (i.e. who kicked it off or triggered the workflow) - this is relatively easy to do using 3rd party products such as Nintex Workflow 2007 (where I would use something like {Common:Initiator}) - but I can't seem to find any way out of the box to do this using share point designer and MOSS 2007.
Update
It does not look like this rather obvious feature is supported OOTB, so I ended up writing a custom activity (as suggested by one of the answers). I have listed the activities code here for reference though I suspect there are probably a few instances of this floating around out there on blogs as it's a pretty trivial solution:
public partial class LookupInitiatorInfo : Activity
{
public static DependencyProperty __ActivationPropertiesProperty =
DependencyProperty.Register("__ActivationProperties",
typeof(Microsoft.SharePoint.Workflow.SPWorkflowActivationProperties),
typeof(LookupInitiatorInfo));
public static DependencyProperty __ContextProperty =
DependencyProperty.Register("__Context", typeof (WorkflowContext),
typeof (LookupInitiatorInfo));
public static DependencyProperty PropertyValueVariableProperty =
DependencyProperty.Register("PropertyValueVariable", typeof (string),
typeof(LookupInitiatorInfo));
public static DependencyProperty UserPropertyProperty =
DependencyProperty.Register("UserProperty", typeof (string),
typeof (LookupInitiatorInfo));
public LookupInitiatorInfo()
{
InitializeComponent();
}
[Description("ActivationProperties")]
[ValidationOption(ValidationOption.Required)]
[Browsable(true)]
[DesignerSerializationVisibility(DesignerSerializationVisibility.Visible)]
public Microsoft.SharePoint.Workflow.SPWorkflowActivationProperties __ActivationProperties
{
get { return ((Microsoft.SharePoint.Workflow.SPWorkflowActivationProperties)(base.GetValue(__ActivationPropertiesProperty))); }
set { base.SetValue(__ActivationPropertiesProperty, value); }
}
[Description("Context")]
[ValidationOption(ValidationOption.Required)]
[Browsable(true)]
[DesignerSerializationVisibility(DesignerSerializationVisibility.Visible)]
public WorkflowContext __Context
{
get { return ((WorkflowContext)(base.GetValue(__ContextProperty))); }
set { base.SetValue(__ContextProperty, value); }
}
[Description("UserProperty")]
[ValidationOption(ValidationOption.Required)]
[Browsable(true)]
[DesignerSerializationVisibility(DesignerSerializationVisibility.Visible)]
public string UserProperty
{
get { return ((string) (base.GetValue(UserPropertyProperty))); }
set { base.SetValue(UserPropertyProperty, value); }
}
[Description("PropertyValueVariable")]
[ValidationOption(ValidationOption.Required)]
[Browsable(true)]
[DesignerSerializationVisibility(DesignerSerializationVisibility.Visible)]
public string PropertyValueVariable
{
get { return ((string) (base.GetValue(PropertyValueVariableProperty))); }
set { base.SetValue(PropertyValueVariableProperty, value); }
}
protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext)
{
// value values for the UserProperty (in most cases you
// would use LoginName or Name)
//Sid
//ID
//LoginName
//Name
//IsDomainGroup
//Email
//RawSid
//Notes
try
{
string err = string.Empty;
if (__ActivationProperties == null)
{
err = "__ActivationProperties was null";
}
else
{
SPUser user = __ActivationProperties.OriginatorUser;
if (user != null && UserProperty != null)
{
PropertyInfo property = typeof (SPUser).GetProperty(UserProperty);
if (property != null)
{
object value = property.GetValue(user, null);
PropertyValueVariable = (value != null) ? value.ToString() : "";
}
else
{
err = string.Format("no property found with the name \"{0}\"", UserProperty);
}
}
else
{
err = "__ActivationProperties.OriginatorUser was null";
}
}
if (!string.IsNullOrEmpty(err))
Common.LogExceptionToWorkflowHistory(new ArgumentOutOfRangeException(err), executionContext,
WorkflowInstanceId);
}
catch (Exception e)
{
Common.LogExceptionToWorkflowHistory(e, executionContext, WorkflowInstanceId);
}
return ActivityExecutionStatus.Closed;
}
}
And then wire it up with the following .action xml file:
<?xml version="1.0" encoding="utf-8"?>
<WorkflowInfo Language="en-us">
<Actions>
<Action Name="Lookup initiator user property"
ClassName="XXX.ActivityLibrary.LookupInitiatorInfo"
Assembly="XXX.ActivityLibrary, Version=1.0.0.0, Culture=neutral, PublicKeyToken=XXX"
AppliesTo="all"
Category="WormaldWorkflow Custom Actions">
<RuleDesigner Sentence="Lookup initating users property named %1 and store in %2">
<FieldBind Field="UserProperty" DesignerType="TextArea" Id="1" Text="LoginName" />
<FieldBind Field="PropertyValueVariable" DesignerType="ParameterNames" Text="variable" Id="2"/>
</RuleDesigner>
<Parameters>
<Parameter Name="__Context" Type="Microsoft.Sharepoint.WorkflowActions.WorkflowContext, Microsoft.SharePoint.WorkflowActions" Direction="In"/>
<Parameter Name="__ActivationProperties" Type="Microsoft.SharePoint.Workflow.SPWorkflowActivationProperties, Microsoft.SharePoint" Direction="In"/>
<Parameter Name="UserProperty" Type="System.String, mscorlib" Direction="In" />
<Parameter Name="PropertyValueVariable" Type="System.String, mscorlib" Direction="Out" />
</Parameters>
</Action>
</Actions>
</WorkflowInfo>
To edit an existing workflow in SharePoint Designer 2010, in the Navigation pane, click Workflows. In the main pane, right-click the desired workflow, and click Edit Workflow. To copy and modify a reusable workflow in SharePoint Designer 2010, in the Navigation pane, click Workflows.
View the workflow status Point to the document or item that is involved in the workflow, click the three dots next to the item (you might have to click additional nested dots to get to Workflows), and then click Workflows. Under Running Workflows, click the name of the workflow for which you want to view the status.
In SharePoint Designer, go to Workflows and select the workflow you want. From the ribbon, select Export to Visio, and save the workflow with a . vwi extension – add “-Source” to the title. In the ribbon, select the Workflow tab > List Workflows, then select the list you want to associate your workflow with.
Browse to a list or library where you want to create SharePoint workflow. Select “Library” tab and click “Workflow Settings” on the ribbon. Then select “Add a workflow” from the dropdown menu. You will be redirected to the SharePoint workflow adjustment page.
For those that google into this article and are now using SharePoint 2010, the workflow initiator variable is now supported OOTB in SharePoint Designer.
The datasource would be "Workflow Context" and the field is, of course, "Initiator" and you can choose to return it as the "Display Name", "Email", "Login Name" or the "User ID Number"
I don't think this is possible to do in SharePoint Designer out of the box. You could probably write a custom action to get the originator, but I don't believe it is exposed through the SPD workflow interface at all.
The best you could probably do is get the user who created or modified the item in the list, but this wouldn't handle cases where the workflow was manually run.
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