This workflow is/ should be done by using SharePoint Designer. There are only a few ootb statements, new one have to be designed, with and without use of Visual Studio.

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1answer
13 views

SharePoint Workflow (greater than or equal to)

just wondering if the below is possible in SharePoint designer or another way that I cant figure out. I want to change the status of a field say REQStatus so my rules would be: If Qreq is = 0 set ...
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1answer
16 views

Update List items using workflow - multiple items

I have two SharePoint lists, one list contains Tools and the other list contains Jobs. On the Jobs List, I enter a new job. I then will select the Tools needed for the job. The Tools are in a lookup ...
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1answer
17 views

Duplicating both lists and workflows

I am creating a sharepoint site and list to coordinate our quarterly reporting requirements. I have a list for this quarter and the workflows I need set up, but when I hand this over to client ...
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1answer
5 views

SPD 2010 Custom Workflow - Unknown Error, documents disappearing

I have created a List Workflow in SharePoint Designer on Custom Document Library with 2 custom Content Types. The workflow Checks-Out the current document, updates 3 text fields, Checks-In the ...
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2answers
12 views

Manage Document permission using SP Designer Workflow

I want to manage Document permission in document library using SharePoint Designer workflow like manage item level permission of list using workflow. Can I manage permission of document using ...
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0answers
8 views

Syntax for setting multi-value lookup fields in SPD 2013 workflows

I'm trying to set the value of a field in a lookup column using a SPD 2013 workflow. The column is set to allow multiple values in the lookup. I've seen many sources stating that the syntax for ...
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0answers
10 views

Workflow error during Impersonation Step for certain users

We use SP Online (Off-prem 2013) and we have created InfoPath forms with people pickers and workflows which read these people pickers and remove then add permissions during an Impersonation Step. The ...
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0answers
5 views

Design basic approval process within SharePoint Designer 2007

I am new to SharePoint Designer and am trying to replicate the basic 'Approve' workflow that can be built on the SharePoint browser via SharePoint Designer 2007. The reason for me wanting to ...
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0answers
11 views

SharePoint Designer Wokflow, Http web service action, pass windows credentials

I have deployed a WCF service on my production server and it is working with windows authentication, I want to call that server from Office 365 sharepoint workflow, I am using HTTP web service action ...
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0answers
14 views

How to get email address from user ID in Sharepoint Designer custom workflow?

I have a list of clients for which a report needs to be written, checked and sent. When I create an item and assign someone as 'Writer' 'Checker' I want those people to be sent an email. Currently I ...
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0answers
16 views

How can I count the number of events in a calendar list to determine approval for a new event?

I've been tasked with building a shared calendar for my company for maintenance requests. One of the requirements is that there can not be 2 level 5 maintenances in the same week or 2 level 3 or ...
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0answers
6 views

Is the Yes No Parameter able to receive the True False boolean in SharePoint 2013 Workflow

I have a 2013 workflow that sets a deletionBool value to either Yes or No. I want to pass it as a parameter into a 2010 workflow. I know the contents of each workflow are both yes or no. But the 2013 ...
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0answers
10 views

How do I assign a task after an item has been approved?

How do I assign a task to someone after an item has been approved?
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1answer
29 views

SharePoint 2013 Online adding a user to a group using a workflow

I am trying to add a user to a security group via a SharePoint 2013 workflow I am currently trying to do this using the Call HTTP web service action and I have 3 dictionary's built. All of this is ...
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2answers
38 views

How to configure workflow

This may be very simple but I am very very new to SharePoint and I am trying to create workflows for a change management process. Can someone tell me how to configure a workflow to: Assign a task to ...
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1answer
19 views

Find list items have old workflow version running

How can I find out which items in my list are running the old version of the workflow?
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1answer
17 views

Forms Library workflow error — Could not publish the workflow because the workflow configuration file contains errors

Previously I've been able to edit workflows without any problem on our Sharepoint 2010, using Sharepoint Designer. when i try to publish it , have encounter message, that i have not enough right to ...
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0answers
11 views

By publishing this workflow, conditions and actions inside imprsonation stesp will run using your credentials.

I have a workflow in a sharepoint document library, i am doing some maintenance of it. I am using SP designer 2010. I have done some wording changes in one of the email of the workflow. it has ...
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1answer
16 views

SP2010 Custom Workflow - validate checkbox

I am trying to create a custom workflow that checks to see if "All Day Event" is checked but cannot seem to create the proper Condition in SPD. I have If CurrentItem:AllDayEvent contains "Yes" I ...
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0answers
22 views

OOTB workflow tasks in a custom task list

Is there a way to make the task items from an OOTB workflow (in this case Collect Feedback) appear in the "Task List"? When setting up the workflow, there is the option to select which task list to ...
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0answers
8 views

SharePoint Designer workflow to update list items in different site collections

Will I be able to use SharePoint Designer 2010 workflow to update list items in different site collections? Are there any alternative to update list items in different site collections?
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1answer
26 views

SharePoint 2013 Designer workflow - Option not available

We are using SharePoint Online, I wanted to created a SharePoint Designer 2013 Workflow. But I am getting the following message: "The option for the SharePoint 2013 Workflow platform is not ...
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1answer
15 views

disabled workflow still running

Strangely even after un-checking workflow start options, it still fires when a primary workflow by email trigger. The workflow was save and publish multiple times but not working. It's a long workflow ...
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0answers
15 views

my requirement is to send the automated mails on every Monday to the all approvers which are pending on their names

requirement is to send the automated mails on every Monday to the all approvers which are pending on their names using the workflows can any help me in this.
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1answer
30 views

Looking up a person in sharepoint workflow?

I have one list called Teams. The Teams item has two columns Leader and Members. Both are people fields with the Members being multiple values. I have a second list called Requests. In a Requests ...
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0answers
11 views

send document to repository with Metadata

I have SharePoint website with default language as German. I added second language as English. I also have 2 Taxonomy language for English and German. I am using Send Document To Repository workflow ...
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0answers
8 views

Designer 2010 Workflow, custom .xsn

I must admit I have never really understood SharePoint licencing where InfoPath is concerned. If I create a workflow in designer then edit the .xsn file, should i have Enterprise licence?
1
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1answer
19 views

Workflow: Link in email causes weird behavior (e.g. “URL, URL”)

so my set up is an approval workflow onto a list. There is a column in the list that is a preview URL. I want to link users to it in the approval email. The problem is when I create a hyperlink in ...
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0answers
14 views

Imported Workflow Error -Path needs to point to valid

I imported a SharePoint Designer 2013 workflow into Visual Studio 2013. Once imported I got this error on all my activities Path needs to point to valid. Anyone know how to fix this?
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0answers
22 views

Workflow to copy a record from one form library to another having different formss

I am trying to create a workflow using SharePoint Designer that will copy a record (row) from one InfoPath form library with a unique form template to another InfoPath form library with a different ...
1
vote
1answer
24 views

Initiate a string variable to empty

Is possible in SharePoint 2013 workflow to initiate a string variable to empty or null? Ex: Set Variable: v_temp_related to <Empty or null>
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1answer
38 views

Getting Lookup Values Sharepoint Workflow 2013

I'm having problems getting the values from a lookup field and then store in a variable Code: Set Variable: v_related_requirement_intID to Current Item:Release Error: An unhandled exception ...
0
votes
2answers
13 views

How can I have a custom workflow triggered to start at the completion of an Approval workflow?

Using SharePoint 2013, I have a Approval-SharePoint 2010 workflow (called Probe Long Term Hold) start when the item is created. I have a second workflow that is supposed to be triggered when the ...
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0answers
24 views

Packaged and imported workflow activated as feature does not show up

I have created a reusable SharePoint 2013 workflow on my local developer machine using SPD (SharePoint Designer 2013). I then followed these MSDN instructions on how to package and deploy workflow in ...
1
vote
1answer
32 views

How to insert a sentence in a list workflow email depending on a condition?

I want to use a single email to either send a new or updated item email. If I create a column containing a choice of two sentences (one indicates the email contains a new item and the other an ...
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0answers
14 views

Workflow that will copy multiple documents from one library to several others

I'm using SP 2010 Designer Enabled. I have a need to create a workflow that will copy multiple documents in one list to several other lists on another site. Let me explain like this: Let's say ...
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1answer
26 views

Approval task continues workflow if someone rejects

I am testing a 2010 list workflow in SharePoint designer 2013. I am assigning serial tasks based on user input from Infopath fields. Through the use of "Start Approval Process" If the first manager ...
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0answers
9 views

Used Workflows Recklessly; Need to Restore Former Speed

I strongly suspect I am not following best practices with SharePoint 2013 and its workflows, so just hear me out. In order to make correction of data of a extremely big list easier (and also to ...
1
vote
1answer
35 views

Retrieve all items from list column in one SPD variable

I am using SharePoint Designer 2010 workflow platform. Daily our user post some press clippings in SharePoint description column, then we have to send all these descriptions in single email at the ...
1
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0answers
45 views

Post to Microfeed using SPD 2013 Workflow

I tried to create a new post in our Microfeed/newsfeed in Sharepoint 2013 using a Sharepoint Designer workflow. My idea was to create a list item in the list with the "Create item" action. When ...
0
votes
1answer
86 views

Calculate date minus x days in Designer workflow

Why do I lose 4 hours when converting a date to a double and back again in a SharePoint designer workflow? More importantly, what's the proper way to do a date calculation in a workflow? Most ...
1
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0answers
31 views

Reading a value from site collection list inside my workflow

I have created a site template which have a workflow inside it.and inside the template there is a workflow, now i need the workflow to be dynamic in a way that can work with newly added sites. the ...
0
votes
1answer
30 views

Workflow Send Email If All Subquestions in Survey are Answered

I have a form that has rating questions and I want to send an email if all rating subquestions are answered, meaning every listed subquestion under the main question has one radio button selected. How ...
0
votes
1answer
17 views

Email a user from another list in a workflow

I want to email a department manager as a step in a workflow. In my form I make them specify which department the request is coming from and as a step in my workflow I need the department manager's ...
0
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1answer
54 views

Why is my workflow failing to send a second email?

I made an approval workflow in SP Designer 2013 for my custom list on a 2013 site. My workflow waits for the column "submit for approval?" to equal yes then it sends an email to the approver. Then ...
0
votes
1answer
47 views

How to change workflow email sender name

We have a Sharepoint designer workflow that sending notification email to users. I understand the "from address" is a farm setting and cannot change. It is fine. My concern is can we change the ...
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0answers
32 views

Add Folder after List Item Creation - Set Default Value in Workflow

I am brand new to the more advanced side of Sharepoint. This being primarily done in the Online / Office365 version of it, I am planning an architecture that uses default column values within my ...
1
vote
1answer
22 views

Why is my custom workflow not being shown in the associated list (SharePoint 2013)?

I am a bit new to SharePoint Designer and am having some trouble with custom workflows. I am tasked with migrating some SharePoint 2010 lists to a new SharePoint 2013 site. Due to complex workflows, ...
2
votes
1answer
14 views

how to send approve variable in Sharepoint Designer WF

I have a requirement where i send an email using SharePoint Designer to a person and when he clicks on the link on the email in outlook it has to approve the task without opening SharePoint site. To ...
1
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1answer
22 views

Sending email from workflow concatinated with task id

I have a custom web part that approves a task. I want to send an email from the workflow that includes the link of the web part and task id. So that the moment I click that link the web part will be ...