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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2
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1answer
124 views

SharePoint 2013 Workflow create Folder (Problem with name / title)

I've got actually the same problem like in that post: Item name / title when creating a folder But I wanna fix it without a code solution. Is there any chance to fix it with one SP 2013 Workflow? The ...
1
vote
0answers
15 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 ...
2
votes
2answers
1k views

Under what permission does Workflow run?

I would like to know under which account does the workflow run when:- Start manually Automatically on item added/changed And under account does an impersonation step run?
1
vote
1answer
583 views

send email when check box changes state

I have the following requirement I have an infopath FORM where there is a check box for urgent. when this field changes to true, i.e selected, an email is sent. at first it seamed obvious and I ...
2
votes
2answers
104 views

Populate field value from a look up with the same index as another column

I know the title may be confusing, but I'm not sure how to word it better. I have a column from which my users will select an value in a look up table. Based on what they have selected, I want a ...
2
votes
2answers
2k views

Send email to external address using SPD2013 workflow

I am trying to determine whether it is actually possible to send a SPD designer 2013 workflow to an external email address where SharePoint Online is being used. I have seen various fora posts and ...
1
vote
1answer
104 views

Example of a workflow pulling lookup column data for use in a calculated value column

I'm looking for an example of a workflow using SharePoint Designer 2010 that pulls information from a lookup list or via a lookup column and places it within a hidden field for use in a calculated ...
1
vote
1answer
49 views

Using the ID Column to create customised ID value

SharePoint 2007 Standard SharePoint Designer 2007 I'd like to explore the possibilities around using the ID column in creating a customised ID value. For instance, for a change log, I'd like to use ...
0
votes
0answers
41 views

System Account canceling SPD workflows

I've created a workflow in SharePoint Designer 2007. It checks if a specific field of the item inside a query is empty, and if so, creates an item in another list. I checked the workflow in SPD, and ...
1
vote
1answer
123 views

workflow 2013 error

I have a sharepoint 2013 farm with 4 servers. I install and configure workflow manager 1.0 successfully. when I create a workflow of template workflow 2010 on my list it create and run properly. ...
2
votes
1answer
933 views

Call asmx service from SharePoint Designer workflow

I am trying to call admin asmx service from SharePoint Designer but am getting an unauthorized error. It require admin credential but I am unable to pass admin credential from SharePoint Designer. ...
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 ...
0
votes
1answer
129 views

Where do the workflow title columns available to a list view reside?

When I create a SharePoint designer workflow it adds a column with the title of the workflow to the default view on the list that displays it's status, i.e. In Progress or Completed. My question is, ...
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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 ...
2
votes
1answer
81 views

SharePoint 2010: Create a compilation email from multiple items

First of all, the tools I have available to me are SharePoint Designer and InfoPath, and I am much more comfortable in the former than the latter. I have a request to create a solution to facilitate ...
0
votes
1answer
168 views

Locking ListItems for users but not workflows

Is it possible to "softlock" a SPListItem so that a user can't edit it but a workflow he had started can do it? Background: - ListItems should only be editable by users when no workflow is running - ...
0
votes
2answers
50 views

Workflow which should run automaticly, does not

I am trying to implement a simple workflow (created in SPD 2010), which is supposed to fire an email to a user, as soon as a new list item is created. The whole process looks like this: The list ...
0
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0answers
479 views

Custom Workflow creates multiple tasks items when item created triggers workflow

I am brand new to sharepoint and suffice to say the journey has been somewhat problematic so far due to discovering a number of bugs with the software, such as crashes on importing a visio diagram ...
0
votes
3answers
176 views

Would it be possible to move the List Workflows(SPD) to another site?

We have created a List Workflow using SPD and moved the site to another location using Export & Import-SPWeb cmdlets. Now, we are unable to the workflow on the new site? is that expected ...
0
votes
2answers
662 views

SPD Update List Item - If “field” in Current List equals “Yes”, then Update status in List 2

I have a form library, with a SPD Custom Task associated with it for approvals. The approver just has to check a box when they approve the form. But in order for them to not get a reminder to ...
0
votes
1answer
32 views

Look values for email should not show other email id's sharepoint desginer workflow

I need to send email to 2 users in a lookup column in a row. But i dont want both email ids to display for both users when they open the email. How to do this using SharePoint designer workflows? A ...
0
votes
1answer
22 views

Updated Workflow

I have updated a workflow with items I have changed like who to email, and email body....but when I published it only works for documents that are newly uploaded into the library. It does not become ...
1
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4answers
4k views

Workflow Fails to Compile and Publish in SharePoint Designer 2010?

The SharePoint install is a SP2010 install on a 2008 R2 server. Everything is fully patched. I am running the SP Designer on the SharePoint Server directly. I have a workflow which is intended to ...
0
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0answers
422 views

office 365 outlook account not receiving emails from SPD workflow Send an Email action

I have made a simple workflow for Office 365 to send an email to the person who created an item in the list. But it's not sending the email to the office 365 users, instead i provide static others ...
0
votes
1answer
636 views

Restore List Workflow in SharePoint 2010?

We have created a List workflow in SharePoint 2010 associated with List-X. Mistakenly, someone has deleted the List-X and it is not even available in Recyclebin. Now, How could we reassociated the ...
0
votes
2answers
672 views

SharePoint 2010 list workflow with form action button

I have an edit item form on a list in SharePoint Designer 2010 and I want to run a specific list workflow (not site workflow) when clicked this button. How can I do this? If this is not possible, how ...
0
votes
1answer
81 views

Workflow Status URL in EMail

I have a list A with a workflow which starts a new task for an user. In the associated task list is a seperate workflow which sends an email to the relevant user.(We stopped sending the automatic ...
1
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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 ...
0
votes
1answer
2k views

Workflow Failed on Start (retrying)

I built a workflow with sharepoint designer to update an item in list A when an item is changed in list B. The workflow starts when the item is changed. Sometimes i get an error message: "Failed on ...
1
vote
2answers
960 views

How could I have a custom task list update all start dates if an item is changed?

I'm not exactly sure how to approach this problem. I am hoping it can be solved with calculated columns or thru a workflow. If it can only be accomplished with some advanced technique beyond the ...
0
votes
2answers
50 views

WorkFlow Emailing

I have a workflow that I want to email people once the form is approved or disapproved. It emails the the person that uploaded the file, which is the person in the CC section, but does not email the ...
0
votes
2answers
1k views

deployment of designer workflow from test to production

I have created a SPD designer workflow in my test environment and want to deploy onto production. Please let me know the each steps in details as I would be doing 1st time
0
votes
2answers
2k views

Generating an email alert for new post in site feed

I am working with sharepoint online 2013 and Sharepoint designer 2013. I wanted to generate an email alert for the Site Feed App. I wanted to send an email to a group of people with the posted ...
1
vote
2answers
807 views

Start Workflow programmatically

We work with an Doc Library which receives the files via E-Mail. This works great, but now we want to change the filename via workflow. The problem in this situation is that the workflow doesn't start ...
0
votes
2answers
216 views

Calculate stock remaining using 2 lists

Not sure if this is possible, its quite a simple thing I'm sure, but struggling to work out how to achieve it. I have two lists, a stock list and a customer list. In the stock list I have the ...
2
votes
1answer
251 views

XOML file in Workflow in designer

How to paste that XOML file in the workflow in production in detail.I have followed the steps you given and related to that other sites.But still i did not succeeded. Please specify in detail
1
vote
1answer
22 views

creating workflow string doesn't resolve correctly

in a workflow I am setting a local variable to the value of 2 parameters - one from the current list (works) and one from a field populated via the collect data from user task. Each time I've done ...
1
vote
1answer
145 views

workflow actions order of execution?

I came to the scenario that randomly and on very few cases, some workflow actions are not executed sequentially. Example below: Action 1 (change field X value) Action 2 (create item on another list) ...
2
votes
2answers
2k views

Configurable Email Templates - SharePoint 2010 Designer Workflow

We are planning to store email templates for SP 2010 Designer Workflows in a SharePoint list. The emails which the workflow will send out will contain dynamic content, for e.g. Current user's name, ...
0
votes
1answer
108 views

Workflow information combine to one view/list

I current have a list setup in sharepoint, with workflow created. I have created the rule using custom workflow created in designer. 1)First guy fills in content of list and starts the workflow. 2) ...
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0answers
39 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
1answer
2k views

Export Custom List to Excel using Workflow

I am running Sharepoint Online and have a question about Export to Excel using a workflow. I currently have an Approval workflow that is initiated when the user fills out their web form. I want to ...
1
vote
1answer
123 views

Get Workflow ModificationID via JavaScript Client OM

I create a dynamic link to the workflow Midification form in SharePoint 2010. I can get all of required parameters such as ItemID, ListId and Workflow InstanceId via Javascript OM. The only problem ...
2
votes
2answers
3k views

Workflow to trigger email notification when new document is added/edited not sending email

I am new to SharePoint, especially SharePoint 2013. I have created a workflow via SharePoint Designer 2013 with the following conditions- If a new document is created with the "Date Created" equaling ...
0
votes
1answer
3k views

How can I use data from Managed Metadata Columns in Workflows and Calculated Fields?

It seems that sharepoint does not allow MM columns to be used in calculated fields, and I'm not sure how to use them in a workflow either. Can someone please inform me as to how I can use terms in the ...
3
votes
3answers
1k views

Using author.dll with the Call HTTP Web Service action in SharePoint Online

Has anyone been able to use the SharePoint Designer "Call HTTP Web Service" action with the _vti_bin/author.dll methods? In particular, I'd like to move documents and their version history from one ...
0
votes
4answers
1k views

sharepoint 2013 workflows start on date

I have a requirement of starting a specific alert to user at the beginning of the month, can I do that with SharePoint Designer 2013 workflow? Was it changed from 2010, in 2010 we could not do that
0
votes
1answer
1k views

Error while publishing the workflow in sharepoint designer 2013

Currently, I've configured workflow manager in sharepoint server 2013 for using shareoint 2013 workflow in designer. But, while publishing the workflow, it shows following error: ...
1
vote
4answers
10k views

Error: The option for the SharePoint 2013 Workflow platform is not available in sharepoint designer

Currently, I need to develop a workflow with looping feature and I googled that it is available in sharepoint 2013 workflow. But, when I tried to create a workflow for sharepoint 2013 in sharepoint ...
1
vote
3answers
5k views

Workflow could not update the item - Unknown Error

I'm using SharePoint Designer 2010 with a List workflow and I'm receiving the following error. Description: "The workflow could not update the item, possibly because one or more columns for the item ...