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.

learn more… | top users | synonyms

0
votes
0answers
7 views

Workflow not firing for non-admin user

I created and tested a workflow which first (1) creates records on a list which 4 people have access to and (2) sends various emails. Neither (1) nor (2) are firing so i assume my workflow is failing ...
0
votes
1answer
16 views

How to publish a reusable workflow after deployed as package

I built a workflow at development farm with SPD 2013. Then I follow the procedure mentioned here to package the reusable workflow into a wsp package. Then upload to another site and activated the ...
0
votes
1answer
25 views

Error when trying to link two sharepoint lists together via Workflow

I populate a record in List A (R.O.W) (which I expected), the workflow says Error and in List B(District ROW Tracking). Instead of one record being populated of List A (R.O.W), it creates 7 records. ...
0
votes
1answer
10 views

Items in SharePoint List can only be seen by the initiator and the approver

We would like to define a Workflow in SharePoint list that, hide all the items and allow the items to be seen only by the Workflow initiator (Item recorder) and the approver and the items that have ...
0
votes
1answer
12 views

Sharepoint Designer and sass

I am working on Branding a Publishing Site on SharePoint Enterprise 2013 server and I am using SharePoint designer 2013 and I am looking for a way to use SASS to speed up my workflow because I am used ...
0
votes
1answer
17 views

Workflow Can't Create Link to a Document Content Type Item

i'm newbie in Sharepoint I'm using Sharepoint 2010. I have a workflow to create a 'Link to a Document' item to a Document Library. I already set the 'Content Type ID' with Link to a Document. I'm ...
0
votes
1answer
36 views

Workflow Suspended at Email

My SharePoint 2013 workflow keeps suspending itself at the point it's supposed to send an email. The email details have been specified in Central Admin but it's still not working. When the workflow ...
0
votes
1answer
15 views

Issue with outcome of task process defaulting to Approved

I am currently struggling with a designer workflow and hope to see if someone here has a solution. The environment is Office 365 SP 2013, so no option to use anything but SPD workflows. I have a ...
0
votes
0answers
16 views

Sharepoint Blog Notifications (workflow)

I'd like to create a workflow that generates an email notification whenever a blog post with a certain category is created. I originally planned to simply use the notification system in Sharepoint but ...
0
votes
1answer
10 views

How To Get Current Date In Long Date Format in a Site Workflow

I have a requirement to get the day of the week into a workflow variable in a SharePoint Designer Site Workflow. This means I do not have a "Current Item" that the workflow runs on. How can I ...
0
votes
0answers
7 views

Looking for Specific User Profile Property for Workflow but Don't Have Access User Profile Web Service

I've put together a workflow using SharePoint 2013 and SP Designer 2013 that fires off emails based certain user events in a SP library. I'm capturing these user events through the Account Name field ...
0
votes
0answers
18 views

Workflow Lookup not working in sharepoint 2013 designer

I have a list which was created to manage sharepoint site requests. When an item is submitted a workflow fires off(Assign a task) workflow action which stores id and outcome in the workflow variables ...
0
votes
0answers
21 views

Sharepoint 2013 Designer workflow suspended

Workflow suspended: Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.InvalidOperationException: Looking up a value using a key is ...
0
votes
1answer
26 views

Workflow To Send Out Task Every WeekDay To Nominated People

I have a requirement to create a workflow that generates a task once per day and sends the task as an email notification to the nominated person for that day (Monday to Friday). The process is that ...
0
votes
0answers
13 views

SharePoint 2013 Designer Workflow errors when started

When starting a published SharePoint Designer 2013 List Workflow manually on a list item, I get the following error: An unhandled exception occurred during the execution of the workflow instance. ...
1
vote
0answers
24 views

SharePoint Designer workflow executing same lines\steps multiple time in single instance

I am working SharePoint 2010 workflow. I am facing an issue. Problem: 1) I have few workflows running on different situation 2) Out of all workflows one is set to execute on "Item Created" 3) This ...
0
votes
0answers
11 views

SharePoint 2007 Designer Workflow create an item in a new list for each item in an existing list

I am working with SharePoint Designer 2007. I have 3 lists. I want to make it such that when items in List 1 are created the workflow will look at all of the items in List 2 and create items in List ...
0
votes
1answer
20 views

Sharepoint workflow issue for users

I have 5 users in with full control over the site,But only when I create an item in the list,workflow will be initiated,what could be the solution to solve this issue?
0
votes
0answers
35 views

Useful Sharepoint Designer Custom Workflow Activities

I am using Useful Sharepoint Designer Custom Workflow Activities (dp.sharepoint.workflow.wsp) that contain Activity Send Email with List Attachments. Activity is added as an action to designer ...
0
votes
0answers
13 views

Update Workflow with PowerShell

I have a MOSS 2007 environment which we are upgrading to SharePoint 2013. I have a lot of Designer Workflows in 2007 that usually involve simple activities like sending mail. However some of the mail ...
0
votes
1answer
23 views

How know if current item was deleted?

I created a policy on a library which it's run after a month of document creation date and run a SharePoint 2010 workflow Workflow A which it gives the document creator a period 5 minutes to fill ...
0
votes
0answers
22 views

Workflow to send notification email to different group people

I am using SharePoint designer workflow 2010. I have a document library created with content type. When a member is trying to create an item, notification is sent to the members belonging to that ...
0
votes
1answer
25 views

Create Approval workflow for Blog in Sharepoint Designer

I am facing problem in creating a simple workflow for "Blogs". If a user writes one blog, then his/her manager would be responsible for "Approving/Rejecting" it. I am using SharePoint Designer, ...
0
votes
0answers
33 views

Sharepoint designer workflow does not automatically start for first list item insert

SharePoint designer workflow does not automatically start for first list item insert. Second item inserted start workflow automatically. What is the problem?
0
votes
1answer
15 views

How to find out whether item is updating in SharePoint designer workflow? [duplicate]

Is there anyway we can get when list item updating in sharepoint designer workflow?. I have status ="New" it is need to send only one time when new item created. But now it is sending emails when ...
0
votes
1answer
24 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
vote
1answer
52 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 ...
0
votes
1answer
20 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 ...
0
votes
2answers
31 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 ...
0
votes
1answer
43 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 ...
0
votes
0answers
25 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 ...
0
votes
2answers
43 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 ...
0
votes
0answers
23 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 ...
0
votes
0answers
17 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 ...
0
votes
2answers
27 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
votes
1answer
21 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 ...
0
votes
0answers
41 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): ...
0
votes
0answers
22 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 ...
0
votes
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 ...
0
votes
0answers
12 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.
0
votes
0answers
25 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 ...
1
vote
2answers
69 views

Grant Unique Permissions on List Item through Workflow

I have a workflow set on a list that will read a 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 only have ...
0
votes
0answers
14 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 ...
0
votes
1answer
20 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 ...
0
votes
0answers
22 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 ...
0
votes
0answers
14 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 ...
0
votes
0answers
29 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
votes
1answer
21 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 ...
1
vote
1answer
32 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 ...
0
votes
0answers
23 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. ...