Publishing workflows

You can use the Nintex Workflow for Office 365 REST API to publish an existing site workflow or list workflow on a SharePoint site. This operation makes the latest version of the site workflow or list workflow available for use.

Tip: If you import or save into a new or existing workflow, you'll need to perform this operation, to publish the workflow before it can be used.

For more information about the REST resource used to save into a workflow, see Publish a workflow.

Considerations

To avoid surprises while trying to publish a workflow, take the following points into consideration:

Prerequisites

To use the example, ensure that you have the following prerequisites:

Code

You can download the code used in this example from the following location:

O365_RESTAPI_Publish.zip

Note: You need to configure the code for the example before you can build and run it. See step 4 in the following example for instructions about how to configure the code for the example.

Example

The following example describes how to create a Visual Studio 2013 project to publish an existing workflow on a SharePoint site.

  1. Create a new Visual Studio 2013 project, using the Console Application template for Visual C#.

  2. Add the following references to your new Visual Studio project.

  3. In your new Visual Studio project, paste the following code into the file named Program.cs, overwriting the existing using statements at the beginning of the file:

    using System;
    using System.Collections.Generic;
    using System.Linq;
    using System.Threading.Tasks;
    using Microsoft.SharePoint.Client;
    using System.Security;
    using System.Net.Http.Headers;
    using System.Net.Http;
    using System.Net;
    using System.IO;
  4. Paste the following code into Program.cs, overwriting the Main() static method already included in the Program static class, and then configure the code as described in the comments:

    // The API key and root URL for the REST API.
    // TODO: Replace with your API key and root URL.
    static private string apiKey = "";
    static private string apiRootUrl = "";
    
    // The SharePoint site and credentials to use with the REST API.
    // TODO: Replace with your site URL, user name, and password.
    static private string spSiteUrl = "";
    static private string spUsername = "";
    static private string spPassword = "";
    
    // The workflow to be published.
    // TODO: Replace with your workflow identifier.
    static private string workflowId = "";
    
    /// <summary>
    /// The main entry point for the application.
    /// </summary>
    [STAThread]
    static void Main()
    {
        // Publish the specified workflow.
        PublishWorkflow();
    }
    

    All the configuration you need to do for this example happens here, and the code provided in subsequent steps uses these variables to get an authentication cookie from SharePoint, read the specified export file, and then save the contents of the export file to the specified workflow.

  5. Paste the following code into Program.cs, immediately after the Main static method in the Program static class:

    static private string GetSPOCookie()
    {
        // If successful, this variable contains an authentication cookie; 
        // otherwise, an empty string.
        string result = String.Empty;
        try
        {
            // Construct a secure string from the provided password.
            // NOTE: For sample purposes only.
            var securePassword = new SecureString();
            foreach (char c in spPassword) { securePassword.AppendChar(c); }
    
            // Instantiate a new SharePointOnlineCredentials object, using the 
            // specified username and password.
            var spoCredential = new SharePointOnlineCredentials(spUsername, securePassword);
            // If successful, try to authenticate the credentials for the
            // specified site.
            if (spoCredential == null)
            {
                // Credentials could not be created.
                result = String.Empty;
            }
            else
            {
                // Credentials exist, so attempt to get the authentication cookie
                // from the specified site.
                result = spoCredential.GetAuthenticationCookie(new Uri(spSiteUrl));
            }
        }
        catch (Exception ex)
        {
            // An exception occurred while either creating the credentials or
            // getting an authentication cookie from the specified site.
            Console.WriteLine(ex.ToString());
            result = String.Empty;
        }
    
        // Return the result.
        return result;
    }
    

    The GetSPOCookie static method uses the SharePoint site and credentials that you configured in step 4 to get an authentication cookie from SharePoint.

  6. Paste the following code into Program.cs, immediately after the code you pasted in the previous step:

    static private void PublishWorkflow()
    {
        // Create a new HTTP client and configure its base address.
        HttpClient client = new HttpClient();
        client.BaseAddress = new Uri(spSiteUrl);
    
        // Add common request headers for the REST API to the HTTP client.
        client.DefaultRequestHeaders.Accept.Add(
            new MediaTypeWithQualityHeaderValue("application/json"));
        client.DefaultRequestHeaders.Add("Api-Key", apiKey);
    
        // Get the SharePoint authorization cookie to be used by the HTTP client
        // for the request, and use it for the Authorization request header.
        string spoCookie = GetSPOCookie();
        if (spoCookie != String.Empty)
        {
            var authHeader = new AuthenticationHeaderValue(
                "cookie",
                String.Format("{0} {1}", spSiteUrl, spoCookie)
            );
            // Add the defined authentication header to the HTTP client's
            // default request headers.
            client.DefaultRequestHeaders.Authorization = authHeader;
        }
        else
        {
            throw new InvalidOperationException("Cannot define Authorization header for request.");
        }
    
        // If we're at this point, we're ready to make our request.
        // Note that we're making this call synchronously - you can call the REST API
        // asynchronously, as needed.
        var publishWorkflowUri = String.Format("{0}/api/v1/workflows/{1}/published",
            apiRootUrl.TrimEnd('/'),
            Uri.EscapeUriString(workflowId));
        HttpResponseMessage publishResponse = client.PostAsync(publishWorkflowUri, new StringContent("")).Result;
    
        if (publishResponse.IsSuccessStatusCode)
        {
            Console.WriteLine("Successfully published workflow.");
        }
        else
        {
            Console.WriteLine("Failed to publish workflow.");
        }
    }

    The PublishWorkflow static method uses an HTTP client to invoke the REST resource provided by the REST API to publish the specified workflow on your SharePoint site. The client's default request headers are configured, and the PostAsync method is used to invoke the REST resource, with an empty string as content.

  7. Build and run the Visual Studio project.

    If you've configured the variables provided in step 4 appropriately, running the project updates the specified workflow with the contents of the specified export file.

Related Information

Publish a workflow

Guide