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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12 views

“Assign To Do Item” action is not available in SharePoint 2013 designer workflow

I want to create one SharePoint 2013 designer workflow which should create one task for one user without any outcomes of the task like Approve/Reject. I just want to assign one to-do task so that ...
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6 views

workflow condition for mails to trigger when more than one field changes

I have a list where clicking on button more than one item changes.So I have to trigger mail when the item is changed, but if I do it by the normal method, it sends more than one mail at a time(Means ...
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1answer
19 views

How to elevate Workflow permission?

We have defined a SharePoint designer workflow in this case the workflow has full permission for CRUD operation on list called Employee. But the requirement is in conditional cases the same workflow ...
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2answers
24 views

Workflow for getting email's two days before the date

I have joining date as a column in a list. |Based on joining date I need mails to be triggered 2 days before the given date.
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1answer
20 views

Alternative URL for library item

I have a library of PDF documents that includes a column for the project associated with each document. The project id is unique within the library and I want to create a URL that uses this project id ...
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1answer
23 views

Calculated Column to extract text within file path

Due to SP limitations in workflows for extracting text strings, I'm looking for another way to skin the cat. If I have a single-line text column that has a file path like: ...
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2answers
22 views

Creating a 2010 SharePoint Workflow Condition “Is one of ” or “Starts with”

I want to create a 2010 SharePoint Designer workflow condition based on multiple options. For example, if a drop-down menu option has X, X1, X2, X3, Y, Z as a choice; I would like to create a ...
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0answers
25 views

Discussion Board Workflow for Replies

I have a Discussion Board on my SharePoint site that is used by the whole organization for weekly department updates. Usually what happens is: Department will post their weekly update as a new ...
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1answer
12 views

SharePoint Workflow Task Escalation

Does anyone know if when you use the action to escalate a task after it's expired if it completes the task for the person who let it expire? I'm not finding much out there about this. I do have a test ...
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1answer
37 views

Workflow to send reminder on recurring events. Email must state the next event

I am currently in a situation where we have recurring events (Birthday reminders) that send out an email to facilities to buy birthday card. The email (sent 3 days before) reads like this: Please buy ...
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0answers
7 views

SharePoint 2013 Calendar: Delete single item from recurrence event using Designer Workflow

I am able to delete single item from Calendar using "Delete Item in {this list}" action in Designer Workflow. However, I am not able to delete single instance of Recurrence Event. Does anyone know, ...
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1answer
26 views

Any tips to avoid SPD2013 crash

I am working on SP2013 on-premise standard. When I connect to a site collection and create a new workflow with SPD2013, there is no problem. Then I export the site (included the SPD workflow) and ...
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1answer
23 views

Problem of calling SOAP webservice from sharepoint designer 2013 workflow

Have any one called SOAP web service from SharePoint designer 2013 workflow? or faced problem for calling SOAP web service from SharePoint designer 2013 workflow? What problem generally arise in this ...
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0answers
15 views

Workflow Emails Sharepoint 2010 don't send what is in define message and go to wrong person

I'm trying to setup an email response that when I change "Completed by Data" to "yes" it will send an email back to the created by person. This didn't work so I tried a simple send to user "Bryan" ...
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0answers
8 views

How to build a workflow associate with retention policy?

I am using SP2013 on-premise. However I want to stick with SP2010 workflow engine. After some research, I found there was an OOB "Decomposition approval" workflow in SP2007 but no longer available. ...
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0answers
17 views

Workflow - Items created by a group then email another group

What I'm trying to do is have a SharePoint Designer (2010) workflow for a list I have on the event when an item is created to send an email. That part is simple. Where I'm getting stuck is I want it ...
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2answers
44 views

Need help on nested If-Else workflow statement

I am still new to SharePoint and workflows, so please bear with me. I have a list consisting of sales orders that are on hold. I am trying to write a workflow so that when someone either A) enters a ...
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1answer
21 views

Updating list item permissions from 2013 SPD Workflow on SharePoint Online

I have a list with some simple workflow which includes setting a list item to read only once it reaches a certain status. To achieve this I have extended the existing SPD 2013 list workflow by adding ...
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1answer
24 views

How can I send a daily task reminder email?

My teammates and I (4 of us total) use a task log in SharePoint to keep track of tasks. I have been tasked (hah!) with creating a daily summary email to be sent to each user containing tasks overdue, ...
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1answer
14 views

Deploy list workflow on Client production server (using browser)

I have created a list item workflow using SharePoint 2010 Workflow platform. Now I am trying to deploy my workflow in our clients production environment using browser. Is it Possible using browser? ...
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1answer
24 views

Causing infinite loop for SharePoint 2010 Approval Workflow using SharePoint Designer

I'm trying to setup an approval workflow for new and edited items in Document Library. I created an approval workflow that is set to start when a new item is created and when an item is edited. The ...
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1answer
13 views

Remove permissions inheritance for current list item using Workflow 2010

I'm trying set unique permissions on the current list item and then remove permissions inheritance for item through a workflow. How to achieve the above task?
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2answers
27 views

Create a workflow with Item Level permissions by using the SharePoint 2013 Workflow platform

I'm creating a custom workflow on SharePoint Online (Office 365) in SharePoint Designer. I am trying to achieve below tasks: This workflow will execute on a SharePoint list, triggered when a new ...
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1answer
28 views

SharePoint Designer 2013 Workflow loops

I have a question about SharePoint Designer Loops. If I create a Today variable using a workflow variable will the Today variable update inside the loop or will it remain the same date that the ...
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1answer
28 views

Error: “Forbidden” while accessing cross site lists using REST API in SPD 2013 workflows

I am not able to access the cross site lists using REST API in SharePoint Designer 2013 Workflow. I am making a call using action "Call HTTP Web Service". I am facing the error in responseCode ...
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1answer
26 views

How to Update a list item from one list to another list using SP Designer workflow

I have two lists. List 1 is Parent ( project name, status etc) and list 2 is Child ( project name, status, etc). I have created a workflow using the Create Item when an item in List 1 is added it ...
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2answers
27 views

Adding An item to sharepoint list using WCF service does not start workflow on that list

I tried adding a new item to list using WCF Service . The item is added successfully to the list but sharepoint 2013 designer workflow does not start on that list item, no workflows where created at ...
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18 views

Easily migrate List workflow from staging to production site in SharePoint 2013 online

Created a list workflow in staging Office 365/SharePoint 2013 online site but without rebuilding the same for the production how can I copy the same List workflow (same site definition & same list ...
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0answers
15 views

Create generic task, not an approval one with SharePoint Designer 2013 workflow

I cannot figure out how to create a generic workflow task with SharePoint Designer 2013. I selected the action "Start a task process" and I tried executing my workflow but it creates only an approval ...
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0answers
12 views

SPD Workflow not updating columns in a list

We are trying to build a new HR portal on a SP2013 server. We have the following workflows in place: Create leave requests Check for bank holiday Approve leave request Reject leave request Cancel ...
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1answer
11 views

Workflow update list item 'write created date in date field' does not apply to items within folders

I have a document library that receives email and splits email and attachment grouping them with a folder (all by design in 2013 version). I have created a very simple workflow (SP designer) that ...
2
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1answer
23 views

Create Designer Workflow which is associated to particular list in all the sites

I want to create a designer workflow which is associated to particular list in all the sites. Which type of workflow I need to create? Site Workflow or Reusable workflow ?
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3answers
41 views

Can I show before and after values of columns in an email sent by workflow?

I am working in SharePoint Designer 2013 (the SharePoint site itself is SharePoint 2010, upgrading soon). We have a list to keep track of our tasks as a team. People can update these tasks. ...
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1answer
26 views

Designer Workflow Pause until… runs at wrong time when date column modified

We have a 2013 SharePoint Designer workflow with a Pause until... action. It is based on a Date-Time column. I've set it to run both on item creation and update. The problem comes in if the user ...
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2answers
23 views

More than one approval workflow in single workflow

Is it possible to call 3 approval workflows in a single list workflow?
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1answer
22 views

Designer workflow through Jquery in sharepoint 2013

Can we trigger a designer workflow on item added event in sharepoint using jquery or SPWEBSERVICES. We have migrated from sharepoint 2010 to sharepoint 2013. In sharepoint 2010 we have a designer ...
1
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1answer
66 views

SPD Workflow Custom Action - Cannot create unknown type

I have written a custom workflow activity in Visual Studio 2012. I have deployed the dll and allowedtypes.xml etc etc and it is showing up when I look in Sharepoint Designer to add an action. I can ...
0
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1answer
23 views

Workflow to send 1 email for multiple items with the same value (dont want multiple emails)

Hi guys I have a SharePoint list, where a few fields in the list have the same value, Id like to have a workflow send an email to the creator, but I don't want multiple emails for every item that was ...
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0answers
6 views

Need to Trigger a Workflow when a file is CheckIn in Sharepoint 2010

I am trying to trigger a SharePoint Work Flow when a document is CheckIN , So my Work flow should be triggered only when i checkin the particular document. Can anyone help on this
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1answer
50 views

SharePoint 2010 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 ...
0
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1answer
28 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 ...
0
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1answer
21 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 ...
0
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1answer
11 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 ...
0
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2answers
17 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 ...
0
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1answer
42 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
22 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
9 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
16 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
22 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
20 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 ...