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
7 views

Sending emails per line item in a repeating table

Folks, I have one form that has a repeating table, two people picker fields that I want to send emails to when the conditions are met. My problem so far is the first email works, but if I Insert ...
1
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1answer
20 views

How do I add leading zeros to a variable in Sharepoint 2010 site workflow?

I'm using Sharepoint 2013, but this particular site workflow is a 2010 version. I'm trying to accomplish this in Sharepoint Designer. This workflow creates a new document, and assigns a given number ...
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1answer
14 views

Starting workflows and moving documents

I am trying to create a Workflow in SharePoint designer 2010. Here are the steps If a document's property field "status" is changed to "pending team review" Then an email is sent to the Team ...
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2answers
26 views

Attachment workflow issue

I have a workflow associated on a list with 6 columns that sends out mails when an attachment is attached to the list item. I made the workflow to run when an item is created and modified. If I attach ...
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1answer
16 views

How to get Principal Id of a User in Workflow

I am trying to set unique permissions on a list for specific users, and in order to do this I must be able to pull the principalId of the user from within a workflow to be used in a REST call in the ...
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0answers
22 views

Update list item from List B to List A with lookup field using workflow?

I have Two lists called List A and List B. List B has Title of the List A as look up. And also List A has Title of the List B as a look up. When new items creates in list B. Users will select List ...
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2answers
24 views

Email Reminder Workflow Error 500

I have created a simple email reminder workflow for the owners of the site to know when a document has been added to a doc library. The workflow is set to start when a new item is created, it starts ...
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0answers
13 views

SharePoint Designer 2010 List Lookup failing on large lists

In one instance of two large lists connected via SPD 2010 workflow I observe a strange behavior: Lookups in Build dynamic string and Set workflow variable sometimes work as expected and then almost ...
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0answers
10 views

change document file name via workflow - SharePoint Online

Is it possible to change the filename of document uploaded in sharepoint online/onpremises using workflow? We would like to have documents uploaded to sharepoint but unfortunately some have the same ...
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2answers
20 views

Is it possible to query an Item with two or more conditions in OOB Update List Item WF Step

In SharePoint Designer 2010, in Workflows, is it possible to give more then one condition when querying items? Let me explain, it is fairly easy to drop Update item in this list step, and say, for ...
3
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1answer
19 views

Workflow email integration

I have a workflow where a specific set of users will receive emails when there's an attachment for the list item. Its working fine but there users are getting too many emails. Lets say there are 20 ...
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0answers
24 views

Is it possible to get file content in workflow using rest API?

My workflow is 2013 and implemented in Office 365: my header: Accept: application/octet-stream Content-Type: application/octet-stream binaryStringResponseBody: true url call(rest api): ...
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0answers
12 views

How do I compare a Current List Item Column field in a custom Sequential Workflow ifElseActivity object?

I'm trying to create a Sequential Workflow in Visual Studio to have the same functionality as a Designer Workflow I currently have for calendar items on a SharePoint 2010 site. The functionality in ...
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0answers
18 views

How do I stop my workflow from triggering email change notifications

I have a workflow that kicks off when items are added as well as modified. I also have the list set to Send e-mail when ownership is assigned." The workflow does always update a custom field every ...
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0answers
11 views

One PDF document, Many signatures

I need to pass along a PDF to many people for signature. How can I do this? The hangup is uploading the changed (recently signed) document so it can go to the next person.
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0answers
12 views

Is it possible to add a rich text field to a SharePoint 2013 site workflow initiation form?

I have what seems like a fairly simple task: Using SharePoint Designer 2013, create a site workflow with initiation form input fields that have "Rich Text" options for a multi-line text boxes (the ...
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2answers
36 views

Grant Unique Permissions on List Item through Workflow

I have a workflow set on a list that will read an AssignedTo Person field, and I want this workflow to change the permissions of the user(s) in this column to have full access when they normally would ...
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0answers
8 views

Task List Email Reminder

I have a list of tasks with multiple tasks per user. Is there a way to send one email that lists all the tasks that still need to be completed as a weekly reminder, instead of sending one email per ...
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1answer
16 views

Copying a lookup field of the current item in workflow gives an error

I'm generating a reference number in a custom list in sharepoint designer. The process then waits for that to be set and copies the reference number across to a new entry in a tasks list. The The ...
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0answers
18 views

Need help to create Workflow on SharePoint Designer 2013

I've one list "Purchase Order" where I'm storing the data for purchase order details below are the fields. List Name = Purchase Order Order No, Order Date, Part No, Part Qty, Delivery Date, Delivery ...
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0answers
11 views

How to migrate designer and visual studio workflow?

let's say we have 2 workflow. 1 is created through SharePoint designer and another is visual studio. now want to take both to UAT. how approach of these two are different to migrate to UAT? what is ...
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0answers
24 views

SharePoint 2010 Workflow Compare Current Item to List Item

We are using Sharepoint Online with 2010 workflows. We are creating a custom resource list outside of the OTB Resource List. What I am trying to do is first have the workflow compare the current item ...
2
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1answer
17 views

Workflow only triggered on manual execution even though it's set to trigger on creation

My workflow on sharepoint doesn't execute when a new item is created in the associated list. The workflow uses a list item which contains a number and copies that into a reference number field on ...
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1answer
17 views

Designer 2010 Workflow does not overwrite old version when published

Whenever I publish a workflow from the Designer, the workflow will create a new workflow instead of updating the old one. For example: Workflow A is published as a list workflow and can be manually ...
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0answers
19 views

Workflow becomes completed without doing its action

Here's the scenario that that I need to do: user will upload file in the doc library. after 10 days, the file regardless if it is modified or not, will be transferred to another document library. ...
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0answers
22 views

Send Task Overdue email 2 days before the due date of the task SharePoint 2013 Workflow

I have created assign a task Workflow action where i have set expireddate calculated column to assign a value to createddate+7 to due date column. So now due date is set to 7 days after that task has ...
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2answers
46 views

2013 Designer Workflow call Application Page

I am trying to figure out how or if it is possible to call an application page from inside a SPD 2013 Workflow. I tried a HttpRequest action and entered the Url of the application page. The page is ...
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1answer
31 views

How to Copy List item to Another list using sharepoint designer 2013 workflow

I have used this workflow action in past with designer 2007, 2010, but 2013 sharepoint designer has Copy List Item workflow action missing. i am building a workflow in 2013 deisnger, now i want to ...
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0answers
4 views

Set item property depending on count of related child items

So I have classes (parent) with enrollments as the children (Enrollment is StudentID lookup, ClassID lookup, and Registered/Waitlisted choice box). Right now, I've successfully setup the forms for ...
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0answers
18 views

SharePoint Document Library Approval workflow

In SharePoint Document Library I've created a Out Of Box workflow. Document will be uploaded by user It will go to lead once lead will approve it will go to manager once Manager will approve than ...
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0answers
23 views

Change the task in the Approval workflow

In the OOTB "Approval - SharePoint 2010" workflow, the "task" is to click Approve / Reject / Cancel, etc on an "Approval Form." (See below.) But instead of approving by clicking on a form, I want my ...
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1answer
16 views

Create subsite using an infopath form

Is it possible to create an infopath form which would allow me to create automatically a subsite when I click submit form? Can I configure workflow in that certain way or this is not possible?
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1answer
53 views

How to return field from specific workflow task as Data source in Lookup tool?

In short . . . How do I do this: ? In Step 1 of my workflow, the first action is to create/assign a task with Task ID of TaskID1. For the next action, how do I assign a field the value of a ...
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21 views

SharePoint 2010 Approval Workflow not sending emails to multiple approvers in a list

I am trying to send an email that assigns a task to multiple approvers from a list. It only sends the task email to one person in the list. I have configured the workflow ro send in parallel.
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0answers
12 views

MultiValue Send an Email Lookup

Is there a way for the Lookup that is in the body of the email to send multiple values. I have a repeating section in my form and it currently will send a seperate email for email repeating for I want ...
0
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1answer
45 views

Multi Column IF Statement or workflow solution

Lets say 30 Columns and i need a calculated Column that says IF any of the 30 columns equals yes then it equals needs help, if no do do nothing. Is there anyway to do this. Or a workflow that does the ...
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0answers
15 views

SharePoint Designer workflow: Interval between the days is -0.7

My library having StartDate and DueDate columns, with one reusable workflow is associated. Using workflow Find Interval between days action, DueDate is updating with (days between Today and StartDate ...
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4answers
93 views

Unable to edit List column which is updated by SharePoint Designer workflow

In SharePoint List I'm updating the column using SharePoint Designer Workflow 2013. For Example if I enter 40 no manually in second item then SPD 2013 will deduct from 100 an update 60 in first row ...
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0answers
8 views

Sharepoint Workflow Comparing fields/ Sharepoint Online with 2010 Workflow

I am working on a workflow for a custom resource calendar. the workflow will need to compare "Current Item Resource" against "List Item Resource". If the list has the requested resource already ...
0
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2answers
25 views

Are workflows sensitive to data changes?

I want to make a workflow that will move an item from one list to another once the current date exceeds the archive date. I was wondering, do workflows just save the values they are given once they ...
0
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1answer
16 views

SharePoint 2013 Designer Workflow - Let user select approver

I am facing a requirement where a user should select the approver. There is no pre configured list. The user clicks a button in a custom page, then another page has to load where user selects ...
1
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1answer
25 views

How to check workflow History in Office 365

I've created workflow on SharePoint Designer 2013 and deploye on Office 365. Want to know how to check workflow history for this Thanks.
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0answers
10 views

SharePoint Designer 2007 Workflow - Maximum Number of conditions?

I am about to embark on a Workflow using SharePoint Designer 2007. One of the steps in the designer may require up to 43 or so else-if branches / conditions. Before I try and make all of them; I was ...
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0answers
16 views

Sharepoint Designer reusable Workflow not working well, some working good some working bad

I have one reusable workflow ,it is associated to sharepoint library . Library having documents .Many user are use the same workflow to finish the work. sometime workflow not performing well on items ...
0
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1answer
15 views

The Proper way to configue an “Assigned To” notification?

I can seem to wrap my mind around what is probably a simple procedure and I am hoping someone here can provide some guidance. Here is the scenario: I have a SP2010 list where the items contain a ...
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0answers
17 views

How to retrieve list item URl when Approval Status is Pending

I am creating a approval workflow, where i collect data from diffrent users in diffrent stages. My workflow logic is as follows: When new item is created and if item approval status is pending. ...
0
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1answer
22 views

SharePoint 2010 Workflow - Email

I'm fairly new to using Designer workflows. I have an email notification which goes to a line manager, and in the body of the email there is a link to the 'current item:' which is a multiple choice ...
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0answers
9 views

Images in Designer Email

I have a simple requirement to add an image in Designer Email. Which i added by editing the body of email in Designer. But my problem is that the our sharepoint is not internet hosted and works under ...
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0answers
12 views

SharePoint Designer Workflow - Multiple entry in single row

I've created SharePoint Designer Workflow to update the Balance Qty in same row whenever user will update Deliver Qty Deliver Date. Also activated the version history to view the previous Delivery ...
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0answers
26 views

Prevent Double Booking Office 365

I have a custom calendar which allows a user to select from a list of resources (car 1,2, and 3, conf rooms 1,2,and 3, etc.). I want to prevent double booking of any given resource based on start time ...