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

5
votes
0answers
499 views

SharePoint Online Globalization and Localization

I am developing a SharePoint Online WebSite using SharePoint Designer 2010 that has several content types, lists and workflows. One request is that the user must be able to select the language or ...
2
votes
0answers
37 views

Unauthorized access on microfeed workflow error

I'm trying to create a workflow for a newsfeed and I'm having issues getting it to start. Workflow steps is to log message to history list, send email, and log sent message. I've used the same steps ...
2
votes
0answers
171 views

Workflow getting Access denied when calling the rest web service call

I have followed the MSDN article to give app permission to the Workflow and added the app step in the Workflow with elevated privilege. Under this step, made a web service call to {web ...
2
votes
0answers
563 views

Approver comments in workflow emails

I'm working with a SP '13 designer workflow which is simple. One approval task was created for a user. After this approval task, I need a email which states comments and a notification of approval or ...
2
votes
0answers
352 views

SharePoint Custom NewForm and EditForm Redirect to Workflow Initiation Page

I need assistance with redirecting my custom newform.aspx and editform.aspx to a custom sharepoint designer workflow initiation page. I've been testing form action buttons in both new and edit form ...
2
votes
0answers
414 views

Start SharePoint 2010 Designer Workflow using Visual Studio Event Receiver

I have created one send email workflow using SPD 2010 for my custom list (like Licnese Management). Now, I need to start that workflow only on specific condition like, If Deactivation Date / Valid ...
1
vote
0answers
7 views

Assign multiple users document permissions using one InfoPath people picker

I'm trying to have my InfoPath 2010 form (actually using InfoPath 2013 but set to 2010) be able to use one People Picker control to pass multiple account ID's in order to set document-level ...
1
vote
0answers
15 views

Can I programmatically access the values and modified dates for appended column entries?

I have a Projects list with a multi-line text column named Progress Update set to "Append" to create a record of updates. This appended Progress Update column saves a "blank" value when a list item ...
1
vote
0answers
33 views

Moving a SharePoint 2010 folder (with documents in it) from one document library to another

I have a document library with a lot of folders into it and i need to move them to another document library given that a site column had a certain value. The destination list was created from a ...
1
vote
0answers
38 views

problem with date conversion sharepoint 2010

The following Workflow is returning the wrong date time. Can you help explain why and how to fix it? Set Variable:CurrentDay to Today Then Set Time as 00:00 for Variable:CurrentDay (Output to ...
1
vote
0answers
45 views

2013 workflow multiple value managed metadata

I've got a 2013 workflow that looks up a value in another list based upon the value in a managed metadata column. It was based on this discussion. And it is working if the column is restricted to one ...
1
vote
0answers
40 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 ...
1
vote
0answers
130 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 ...
1
vote
0answers
87 views

Workflow Email not Sending

I created a workflow in SPD13 to send a reminder email until task result is changed to "closed". The workflow starts and the notification date is determined by the workflow. However, the workflow ...
1
vote
0answers
51 views

Person Is Valid SharePoint User [MultiUser]

I have a list with column named 'MultiUser' [DataType: Person or Group, Multiple Selection Yes] I want to validate all the Users in List using SharePoint Designer. I can do this if there is only one ...
1
vote
0answers
7 views

Site Workflow Sharepoint 2010 calculate and ouput to field not variable

I'm trying to create a site workflow to add a date to every document in the site. I added a calculation action to a SharePoint 2010 Site Workflow. The only output offered is to workflow variable. ...
1
vote
0answers
33 views

Starting custom workflow from custom form page

I have a library which has an InfoPath form as its content type with a custom workflow built into it (example of workflow in my other question ages ago: Are sharepoint workflows always sequential?) ...
1
vote
0answers
37 views

Insert users first name from SharePoint Security Group

I created a workflow in SharePoint Designer 2010. When an item is added to a library an email gets sent to all recipients. The recipients are being pulled from a custom SharePoint group that I ...
1
vote
0answers
26 views

SharePoint 2013 Workflow - delay in process and duplicating in history on my work flow

I had delay more than 5 minuets waiting for update status or start workflow and also have many duplicates in actions like: Log in history - as in following pic
1
vote
0answers
114 views

How to URL Encode a string in SharePoint Workflow

I am working on a SharePoint 2010 workflow in SharePoint Designer. I'd like to send an email where the body contains a custom URL that would go somewhere outside SharePoint. I'd like to include ...
1
vote
0answers
918 views

Sharepoint 2010 - Workflow, return field as Lookup Values, Comma Delimited getting both lookup id and lookup value

I'm working on a simple workflow in SPD 2010 which is going to send an email to multiple recipients based on lookup values and even though I set the "Return Field As: Lookup Values, Comma Delimited" ...
1
vote
0answers
25 views

Sharepoint reusable content type workflow

I am having a SharePoint 2010 type designer reusable workflow that is associated to a content type that sends an email when an item is created in a list. There are multiple sub sites where the list ...
1
vote
0answers
70 views

Creating new discussion using designer 2010 workflow not showing discussion item correctly

I have created a designer 2010 workflow in SPD 2013 which will create a discussion in discussion board when a user will add an item to my custom list. Now item is created but when I checked its root ...
1
vote
0answers
100 views

Event receiver not firing when item added by workflow

event receiver not firing when item is added by workflow. Its working perfectly when we manually add item to list. I am using SP Designer 2013. When we add item through workflow, it shows that item is ...
1
vote
0answers
66 views

SPD workflow - Stop workflow if item is deleted

Environment SharePoint 2010 standard I have create a SharePoint designer workflow attached to a content type. The content type is then attached to a SharePoint list. In the workflow I have set ...
1
vote
0answers
61 views

How can I include a thread from a Discussion Board on a page?

I have a feature on my SharePoint 2013 site that allows a user to create a list item, and then a workflow that sends out an email with details about that item. What I would like to do now is turn the ...
1
vote
0answers
18 views

How to rename a list-associated SPD2013 WF?

I have 20 sites that all have the same SPD2013 WF - it is a WF that executes on a specific list when an item is added or changed. We goofed on the naming of the WF and would like to rename the WF. Is ...
1
vote
0answers
747 views

Check in/out current item in a sharepoint designer reusable workflow

I am using sharepoint 2013. I have created a reusable worklow. In this workflow I do some logic to publish approval stuff. After I approve the task I got some error that the item is not checked out ...
1
vote
0answers
264 views

Coercion Failed: Unable to transform the input lookup data into the requested type

I am getting this error "Coercion Failed: Unable to transform the input lookup data into the requested type." intermittently in a SP designer Reusable workflow.This workflow is triggered on item Added ...
1
vote
0answers
28 views

How to Remove “Relative Item” from alert notification send by a task

I enabled the alert notification for SharePoint 2010 task list. But in the notification Email i am getting "Related Items" link in the json format. I don't want to show that in the email notification. ...
1
vote
0answers
114 views

SPD 2010 workflow, update (add and delete) lookup column

I have a list (with a custom InfoPath form) in which I have items that have a Parent / Child relationship with two lookup column to the title column of same list. The two lookups are "Child of" single ...
1
vote
0answers
50 views

How to use “matching” field from one list to the same field in another list in designer?

I have a library which has a person field for each document. I have a list which has the same columns. When a document is added to my library, I want to update all items in my list with a line of ...
1
vote
0answers
13 views

Workflow history reset whenever triggered

I'm working on SP Foundation 2010 I have a task list and whenever the task is reassigned to another person I need to track it. I've created a column called old-assigned to so whenever the task is ...
1
vote
0answers
13 views

workflow to keep record of a previous balance of a balance and add a project budget to that person once the project is acepted

How i create a workflow to keep record of a previous balance of a person's balance and add a project budget to that person's balance once the project is accepted.Also their balance can't exceed a ...
1
vote
0answers
10 views

Why does the time-date for document set members differ from the document set time-date after a move

When moving a document set from one library to a Records library via a modified ootb approval SP2010 workflow, the docset has the correct CST date and time, but its document set members are 6 hours ...
1
vote
0answers
37 views

Workflow that triggers the same workflow for the next item - works only for 10 first items

I have this scenario where I need to loop through a list of items. As workflows don't offer a looping functionality, I created a following workflow: 1. It fires when an item is changed. 2. It does its ...
1
vote
0answers
35 views

Reusable workflow skipping steps

I have a very pressing issue. I have exported all site content types and columns and imported them in another sharepoint environment. There were some lookup columns that were used in the REUSABLE ...
1
vote
0answers
1k views

SharePoint 2010 designer workflow stuck at “Starting” status

I have created approval designer workflow on a sharepoint document library. The workflow runs when the item is created or updated. It was working for fine until last month.. Suddenly it stopped ...
1
vote
0answers
1k views

Cannot create SharePoint 2010 workflow in SharePoint Designer 2013

Has anybody encountered the error below in creating SharePoint 2010 workflows in SharePoint Designer 2013? The list of workflow actions on the server references an assembly that does not exist. ...
1
vote
0answers
610 views

How to update an existing list item during a workflow to capture the newest list item

I have a custom build list to store status updates on a project. To add a new item, one simply click + NEW ITEM, fils in the Infopath 2013 form and clicks SAVE. Then a workflow is triggered to convert ...
1
vote
0answers
191 views

sharepoint designer workflow: set outcome in case of change request

I have SharePoint Designer workflow and I've set change request and reassign button in my task form, I would like to set the outcome column into change request, or reassign status when each of them ...
1
vote
0answers
193 views

mailto in Workflow emails

I'm using SharePoint 2007 and I have created a workflow to send a reminder email to the owner of the item a few days before the due date. I'm using <a href="mailto:someone@somewhere.com?">Some ...
1
vote
0answers
123 views

is it possible to have a sharepoint workflow that can dynamically switch content types?

I have a document library that contains 5 content types ( different word documents that have quickparts in them ) I have another list that has some customer information. I want to start my workflow ...
1
vote
0answers
128 views

Sharepoint 2013 workflow not firing when document checked in but works if checked out

We have a document library that has both Document sets and Documents. We also have a Workflow that is manually started by the user on any item in this library. The problem we are having is that the ...
1
vote
0answers
247 views

Multiple approval workflow by sharepoint 2010 foundation

I have created custom approval workflow on sharepoint2010 foundation designer, I used "Collect Data from a user" action property but it is not allowing me to start workflow automatically, it's through ...
1
vote
0answers
294 views

SharePoint Designer 2010 workflows stuck on in progress

I was following this blog http://sharepointgypsy.blogspot.co.uk/2011/10/create-state-machine-workflow-with.html about SharePoint Designer 2010 state machine workflows and edited the choices in the ...
1
vote
0answers
50 views

Content type inheritance on Link to Document

I'm working on a reusable workflow in SP 2010 that moves documents through our management chain, where each member of that chain provides metadata input that can't be seen by those lower in the chain. ...
1
vote
0answers
215 views

SharePoint Designer Encountered an error Verifying Form Template

Good Morning I have created many workflows, so i know how to do it. Recently, i started getting this error. I have even went back to a fresh site collection, made a simple workflow of "Send an ...
1
vote
0answers
274 views

Sharepoint designer - Collect data from user error

I am new to sharepoint workflow development. I created my workflow in sharepoint designer 2010. My problem is the following: My workflow has a few steps, in every step I use the "collect data from ...
1
vote
0answers
1k views

Reusable workflow not showing anywhere (Sharepoint 2010)

I made a reusable workflow in Sharepoint Designer and checked that it's working in a site. Then I saved it as a template, downloaded it from the site assets, uploaded to a new site. Even after ...