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

1
vote
0answers
349 views

Ways of implementing “Change Requests” behaviour in SPD 2013 workflow

I am implementing SPD 2013 workflow and have to add possibility to change requests in every task. In SPD2010 WFs we could set the Change Requests button and it created all the behaviour behind the ...
0
votes
2answers
582 views

SharePoint 2010 Workflow - Check field every 48 hours and send email if necessary

My customer has a list of problem tickets in SharePoint. When a new ticket item is created, they want the system to check every 48 hours if the item has been modified in the last 48 hours, and send an ...
1
vote
1answer
269 views

Updating a List Using SharePoint Designer 2010 - can't find an example of my use case

I have two lists - one administrative with lots of details, and one public with a subset of the information. There are close to 2000 entries in the list. The admin list has 3 states, which I track ...
1
vote
0answers
166 views

SharePoint Designer customized approval workflow- look up help

I am building a customized approval workflow. When the email is sent to the approver there is a link within the email that will direct the approver straight to the form that was filled out by the ...
2
votes
1answer
451 views

Sharepoint Designer Workflow Error Occured at start

I have a couple of workflows made in SharePoint designer, that create a looping effect to process items in another list. Basically, one workflow starts when a yes/no field equals yes, the other starts ...
2
votes
2answers
2k views

SharePoint Approval Workflow customizing email notifications

I am working in Sharepoint Designer on an approval workflow. I am customizing the emails that are sent to the initiator and the approver. How do I rebuild that link, so the approver can click the ...
0
votes
1answer
213 views

How to access User Information Columns in a Workflow

I need to access a custom column of User Information List in a work flow. I've create a new column named MyCol in User Information List and now in a workflow I want to access to in when I lookup ...
1
vote
0answers
155 views

Workflow Lookup to multiple values

Assume a three lists as below: User (Name) Process (Title, Members) How can we lookup a person where the person is one of the process members? In short, I don't know how to lookup over an array ...
1
vote
0answers
156 views

How to assign a value to Form field from association form?

In Sharepoint 2010 Workflow, there is a Association form with two fields. When associating the workflow with list, user is populating the association fields. Now, I would like to assign the ...
3
votes
1answer
304 views

Workflow lookup over another site

Is there any way to look up items from a soap data source in a workflow with sp 2010? I have a site (Organization) contains a sub site (Departments) and this sub site contains many other sub sites ...
1
vote
0answers
362 views

Schedule workflow or email notification

Just wondering, is there a way to schedule (e.g. 1st day of each Month) a workflow or send email notification for a list, without using powershell or C# code.
1
vote
2answers
52 views

Need help in training workflow with personalized training page

I have a training workflow requirement where the administrator uploads a document to a document library, which will initiate a training workflow. The workflow will consist of specifying which ...
2
votes
1answer
470 views

Use count-related column value as int in a SP Designer-workflow

I have another problem concerning the count-related column-value of SP2010 in a workflow(see also: How to get count related Lookup value programmatically? ). my use-case: I have a column "actual ...
0
votes
1answer
888 views

Can I store a date in a (Sharepoint Designer) workflow-variable?

So... I want to create a workflow to send a reminder-email 7 days before a date specified in a column of a custom list. So far so good, I have very little experience with workflows (created only one ...
5
votes
1answer
775 views

Workflows do not continue after user completes a task nor do they update task outcome and percentage

I'm testing this with a simple workflow: Log message "Workflow has started" Assign a To-do item Log message "Task is completed" Here's what we did to make it stop working: We went and changed ...
0
votes
1answer
361 views

How to Send Email using SPD Workflow ??

I have configured SMTP in IIS and also configured outgoing e-mail settings in Central Administration. But still I am getting error "The e-mail message cannot be sent. Make sure the outgoing e-mail ...
0
votes
1answer
78 views

i can not deal with my if statement

i made my first Workflow using SPD 2010 but it doesn't work correctly . my issue is to automate vacations cycle in my organization. First ask the person about vacation type and his alternate person's ...
0
votes
1answer
34 views

Duplicate a list and associated custom workflows

I have a list with custom forms (created in Designer) and custom workflows (also created in Designer). It has been decided that that information entered into this list should be kept in two lists in ...
0
votes
1answer
277 views

Cannot insert action into sharepoint designer workflow

I’m creating a List Workflow in SharePoint Designer 2010. In the first step I have a conditional under which I am trying to add a Start Approval Process step: When I try to insert the next line, the ...
0
votes
0answers
109 views

Start workflow when an item is created on another site

Ok Say i have 2 subsites on sharepoint; Site1 and Site2. Site1 has a list called "jobs". when an item is created on the jobs list i want to automatically create a folder on the other site "Site 2 ". I ...
1
vote
1answer
51 views

My list displays two columns of the same workflow

One of the oddest things I've seen on SharePoint to date... I have a list which was created from a template with a few workflows already attached to it. After I created the list, I deleted all of the ...
0
votes
0answers
142 views

sharepoint 2007 workflow restarts automatically after 30 minutes

I have this situation: a simple list with a workflow to collect data from user. Then on the Approval Tasks list I added another workflow to send an email to the user with the link to start the above ...
0
votes
1answer
231 views

How a Workflow can pass a list item through a site collection hierarchy

I have a site hierarchy like this: p c1 c2 I want to create a workflow to process a list item in c1 and under some conditions pass it to another list in c2 or as a workflow variable in p. ...
0
votes
2answers
171 views

Export 2007 workflows for display

I need to export my SharePoint Designer 2007 workflows so I can show people how they work/what the conditions are. I found a similar question here but I have Visio Standard 2007 and this is for 2010 ...
1
vote
0answers
529 views

Issue with customizing approval process in sharepoint designer

Update--- It appears the that the workflows are completing but it is taking an hour or so to process. Has anyone encounted this before???? I have created on a list a sharepoint designer workflow that ...
2
votes
1answer
1k views

I need to create an SPD2010 Designer workflow that will run when a date range is equal to Today -6

I am using SPD and SharePoint 2010 and I have a list where Project Manager's enter weekly updates and I'm looking for a way to automate a reminder to them. Currently we have a field called "Date PM ...
0
votes
1answer
115 views

If statement within If statement

i do hope you can help. Im very much an amatuer beginner when it comes to SharePoint Designer but am struggling with a list workflow issue. Im trying to set up a workflow to send emails to the ...
0
votes
1answer
145 views

How to reduce field on user profiles management using workflow in SP Online

I have some problem with my "holiday proposal" workflow in SharePoint Online (Office 365 - SharePoint 2010). I have created field (integer) "Free days" in user profiles. The main things is to ...
4
votes
3answers
3k views

SharePoint Designer Workflow Not Always Firing

I have a very simple SharePoint Designer workflow on a SharePoint list. All it does is fire when a new item is created, copying one column value into another. The workflow generally does exactly what ...
1
vote
1answer
1k views

How to get the correct reference to a Folder created within SharePoint Designer Workflow?

I have a SharePoint Designer workflow on a custom list that creates a corresponding folder in a document library. I then want to associate the firing list item to this newly created folder using the ...
1
vote
0answers
140 views

Problem with starting SPDesigner workflow programmatically

When we start SharePoint Designer workflow, which updates an item in the list, from code on custom web part page (with custom webpart added on it), we got following error: ...
0
votes
1answer
110 views

Using a lookup to set the To: address on a sharepoint designer 2010 workflow email action

I have a sharepoint designer 2010 workflow with a email action. I want to set the value for the To: address to a field of the Current Item using a lookup ( [%Current Item:Vendor Contact%]. ...
2
votes
0answers
305 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 ...
0
votes
2answers
3k views

How to get item created in Sharepoint Designer 2010 workflow

Here is the setup. I create an item in my Sharepoint Designer 2010 workflow, which is output (the id I believe) to variable CREATE. I then want to send an email to a user where the URL of created ...
1
vote
1answer
803 views

Workflows - execution order

I have a list on which there are 2 workflows. Both workflows are created in SharePoint Designer 2010. Workflow "A" have the following triggers 'Start workflow automatically when an item is Created' ...
0
votes
3answers
2k views

Calculate Workflow Custom Task Due Date without weekends?

I'd like to set the value of "Due Date" on "Create Custom Task" within my workflow. However, I want it to be "weekend aware"...i.e. (Sunday-Thursday working week) if you create a task on Sunday to ...
0
votes
3answers
1k views

Error occurred when assigning permission to multiple user in impersonation step in SharePoint 2010 Designer workflow

I am trying to create a Collect Feedback and an Approval workflow in SharePoint 2010 Designer. I always get error occurred when permission is granted/revoked to multiple user (supplied by the user) in ...
0
votes
1answer
447 views

SharePoint 2010 Approval Work Flow Form - Link to Attachment

I have created a custom approval workflow that works as expected. However I am trying to add a link on the approval form to any attachments that were assigned during the creation of the list item. ...
0
votes
1answer
187 views

No Option to Manually Start SPD Workflow on a Workflow Task List

I created a SharePoint Designer 2010 workflow attached to a Workflow Task List to Create Items in another list when the workflow task is completed. I have it set to run Manually, but the Ribbon ...
0
votes
2answers
708 views

SPD Workflow doesn't start automatically when creating or updating item under elevated privileges

As far as I understand, the workflows created in SharePoint designer that should launch under the credentials of the system account will no longer start automatically. So what should we do in cases ...
5
votes
2answers
458 views

Office 365 developer site SharePoint 2013 preview: SPD2013 workflow is always canceled

I try to create a workflow using SPD2013 preview on the Office 365 developer site (company.sharepoint.com). I can create and publish WF using SPD2013 without any problems, but when I start it on the ...
3
votes
2answers
278 views

Workflow made in designer not working in Production

I've made a workflow in Designer which I invoke trough code in Visual studio. The solution is working fine in my Development machine, but when I implement to the production I get an error: Object ...
2
votes
1answer
509 views

Generate unique filenames

I was just wondering if there is a way of Generating unique filenames when uploading a new document or multiple new documents to a library. I am trying to avoid a situation where a user might ...
0
votes
1answer
137 views

Some SharePoint 2007 Designer Workflow actions don't pop up when selected under SSL

I can't seem to get SharePoint Designer 2007 to give me a dialog box when I select Workflow actions SEND EMAIL EXTENDED OR 3rd party LOOKUP SITE USER PROPERTY. I select the action, and nothing happens ...
0
votes
1answer
162 views

Need help with creating/using a co-recursive workflow template in Sharepoint Designer 2010

I have co-recursive workflows, WF-A and WF-B, that work together to send out an email. I created and tested them on my own test SharePoint site and they are working great. But I need them on another ...
0
votes
1answer
84 views

Workflow in sharepoint 2010 code

I'm new in sharepoint user 2010,so i wanna ask the question about workflow in sharepoint. My supervisor asked me to do sharepoint programming in development server with copy down all the codes and do ...
0
votes
1answer
104 views

Gather Data From User not sending task emails

I have a workflow with a gather data from component. The email is sent to a user stored in current item: Assigned Manager field in the content type that triggers the workflow. When the user fills out ...
3
votes
6answers
2k views

How to copy email body from a workflow step

I can't seem to copy from the body of an email from an action inside a workflow step. I can paste new content in, but can't seem to invoke the magic input to get copy to work. Is there some way to ...
3
votes
4answers
5k views

How to resolve full names from a Person or Group column (that contains multiple entries) in a designer workflow

I have a custom list with a custom content type, with a workflow, on SharePoint 2007 as outlined in this other StackExchange question. I'm using a Person or Group typed column to contain a list of ...
4
votes
1answer
3k views

How to add values from a “Person or Group” list column type to workflow email To or CC field

On SharePoint 2007 I have a custom list with a custom content type. The content type contains (among other things) a Person or Group typed column that allows the creator to add additional ...