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.
0
votes
1answer
11 views
changing forms in designer-workflow
I want to use 3 or maybe 4 different Infopath forms in my workflow and in each approve step my form will change for example the first approver will see the first form and the second approver will see ...
0
votes
1answer
123 views
Unable to uninstall SharePoint 2013 Workflow manager
I got a problem with my SP2013 Workflows so I decided to uninstall and reinstall it. At first I wanted to disconnect my my server from the farm, but this failed 'cause I can't start the Workflow ...
0
votes
1answer
65 views
Set Person field type in a SharePoint Designer Workflow best practices
In SP Designer, when using the "Set Field in Current Item" action, if the field you are setting is a Person type, there are several choices to "return" the data as. For example, if setting your Person ...
0
votes
0answers
66 views
setting number type field in workflow creates “Coercion Failed: Unable to transform the input lookup data into the requested type.”
Here's my SPD workflow:
1) create item in Project Artifact Library (output to ID_of_PAL_item_created)
2) set Variable: PAL_ID to "ID_of_PAL_item_created"
3) Calculate PAL_ID plus 1 (Output to ...
0
votes
1answer
143 views
Can I do bulk updates with SharePoint 2013 workflows?
I have a SharePoint site with two lists:
list of assets
list of maintenance tasks: each task is linked to an asset via a lookup column. Each asset has one or more related maintenance tasks
My ...
0
votes
1answer
155 views
How to associate sharepoint 2013 designer workflow to content type for retention policy using powershell?
I am having a requirement to write a powershell script which should attache workflow to content type in sharepoint 2013.
basically it is require to create a retention policy which should start a ...
0
votes
0answers
25 views
Designer Workflow Error only on first run after reset
SharePoint Designer Workflow
we have an action that creates a folder item in a list and then copies a PDF document from a different list to that newly created folder. After an IIS or AppPool reset I ...
2
votes
1answer
35 views
Is it possible to change the value of “Created By” in Comments list of a blog?
I have a SharePoint blog where few people can contribute but everyone can comment. But they want to comment as anonymous. So I created a new column in Comments list called "Post as anonymous" with a ...
0
votes
1answer
30 views
Send or Copy file by workflow which is editing in SharePoint
If in SharePoint is some way to send or copy file which is editing? In Windows even file is editing I can copy and paste copy of file but when I try to do it in SharePoint by workflow I get error and ...
0
votes
1answer
84 views
creating a document set library instance via workflow returns id variable that is -1 from the actual id
Steps:
1) using sharepoint 2010 designer workflow, create an instance of a Document Set and have the ID of the created instance returned.
2) set the returned ID to a field in the list that was used ...
1
vote
1answer
31 views
SP 2010: How to print comments collected in workfloow, in email
I have setup my first SharePoint Foundation 2010 system but I have hit a wall with regards to a workflow I have created.
In the workflow, I collect two fields "Approval Status" and "Manager Notes," ...
2
votes
1answer
254 views
Open workflow initiation form in modal dialog
Currently when I click on a custom action to run a workflow on a selected item the browswer navigates away from the current page to display the initiation form. This wouldn't be a such a problem ...
0
votes
0answers
19 views
Remove permission from a directory in a designer workflow?
I guess I need at least ten reputation to post images, so here is a link to a screenshot of the entire workflow I have, and what happens when it is run on directories: http://i.imgur.com/St8Etxy.png
...
1
vote
0answers
74 views
SharePoint Designer Workflow - Manager of Manager Look-up
I have a SharePoint Designer 2010 Workflow, and I'm trying to look-up managers of managers. So far I have been able to successfully go two levels deep, but after that the workflow seems to stop ...
0
votes
1answer
117 views
SPD 2013 Workflow cancel when using email action
I try a basic workflow, just to send email when running the workflow but the workflow cancel with the following error, if I do something else like setting a field value the workflow works, but as soon ...
1
vote
1answer
47 views
How to set a value in a list based on the current filtered column value
I have edited my document set Welcome Page to include a web part of a "Notes" list. This list is filtered so that only notes pertaining to the currently viewed document set are visible.
Question: ...
1
vote
1answer
350 views
Sharepoint Designer 2013 workflow:How to send email to multiple users?
I am facing an issue of sending an email to multiple users in designer list workflow.
Having one list field of type people and group, which allows multiple section.
Requirement is I want to send an ...
0
votes
1answer
23 views
Using Hyperlink to Form in Custom Workflow Email
I am sending emails to several staff in an approval process. As each person approves the customized list form, an email is sent to the next person in line with a link to the form. I would like the ...
0
votes
0answers
96 views
Leave planner and its Gantt View in SharePoint with approval workflow
I am creating a leave planner with provision for approval in SharePoint with a Gantt Chart view of the leaves.
The requirements are
Add a new leave entry with start date, end date (status of entry ...
0
votes
2answers
100 views
How to replace “_” and “-” in my URL string using Sharepoint Designer 2010
I have a name that will always be in this format with varying numbers of _ and - symbols.
e.g. CWTE_4_3-My_Friendly_Name
e.g. Inette_5-Friendly_Again
I need to convert these in my sharepoint ...
0
votes
1answer
31 views
Start workflow from within a workflow?
I have a workflow that is created from a default "Approval" template, and the basic startup conditions are not enough for my purposes. I also can't open this workflow in SP Designer (it doesn't even ...
1
vote
0answers
27 views
Active remainder with interval between Create Date and Due Date
How to make workflow or action workflow which can find date/interval between Create Date and Due Date and send notification every day till Due Date?
I will be very garteful for help.
Best regards,
0
votes
0answers
64 views
Designer Workflow: “Find Interval Between Dates” action not working
I am testing a default SP Designer 2010 workflow action called "Find Interval Between Dates" located under the "Utility Actions" category. I need to compare the amount of time passed between the ...
0
votes
2answers
49 views
Workflow not triggered via custom webpart, but works if add item from UI
I have created a custom web part that insert an item into a list. I deployed this web part to production and all seems to be working well.
I now created a workflow on this list in Designer. Once a ...
0
votes
0answers
37 views
Workflow status not updating column
We have created a SPD 2007 workflow which essentially creates a new item, as well as pining out a lot of tasks/emails etc. For our own purposes once the item has been created successfully we update ...
2
votes
0answers
28 views
Trouble With a Step in an Infopath - SPD 2010 Workflow
I hope I can explain this clearly. I have created an InfoPath form linked to a SPD 2010 workflow. My workflow is repeating ONE step over and over (repeating an email function).
Step 3 functionally ...
0
votes
1answer
73 views
Check SP group permissions in Designer Workflow
Is it possible to check if a particular user is in a Site Group from within a SharePoint Designer Workflow?
For example, if the status column of my list item is set to "Approved", it will kick off a ...
1
vote
1answer
148 views
Sharepoint 2013 : SharePoint designer Workflow gets canceled
Workflow is getting cancelled on the first stage,
I have not started workflow with System account, as well User profile is created and sych
getting following error:
RequestorId: ...
1
vote
1answer
24 views
Workflow not created after entering name in create list workflow dialog
I am creating a workflow in sharepoint designer 2010.
After entering the name of the workflow the "create list workflow" dialog disappears but the workflow is not listed in the workflows menu.
0
votes
2answers
63 views
Run workflow when item added to specific column
Ok Say you have 3 columns in a list date1, date2 and date3. Each column has its own worklow: work1, work2 and work3.
Is it possible using sharepoint designer to only run a workflow when a item is ...
1
vote
0answers
26 views
SharePoint 2007 - False task assignment e-mails
I am experiencing a problem with the workflow that is currently being used to manage review tasks on some document. Once the workflow starts, false task assignment e-mails are sent to the requester ...
0
votes
1answer
137 views
Sharepoint Designer 2007 Multiple Step Workflow Causes Error: “Failed On Start (Retrying)”
I am designing a workflow in sharepoint designer to manage the approval process for an infopath form. I am using sharepoint server 2007. My sharepoint site already has a form library dedicated to the ...
0
votes
1answer
375 views
Check for empty date in SPD Workflow
Question
How can I check for an empty date condition in a SharePoint Designer Workflow?
Background
I have a list called "Project" with multiple date fields. I have a calendar called "Project ...
0
votes
1answer
210 views
How to add a lookup field to workflow custom task form?
I'm trying to create a task in a workflow which collects data from user with sp designer 2010.
Some predefined available type for custom form fields single line of text, choice and such things.
I want ...
0
votes
1answer
46 views
Prevent SharePoint Designer Workflow from triggering a “On Item Modified” workflow
I have two SharePoint Designer 2007 workflows associated with a "Request" list.
The first workflow automatically fires whenever a new request is submitted and sends an email to the requester.
The ...
0
votes
0answers
59 views
Is it possible to set a value when collecting a task from a user
This is probably quite simple, yet i'm struggling to come up with an answer.
I have:
List A: Requests
List B: Approval Tasks
When a request is created a workflow starts that in step one "Collects ...
0
votes
0answers
91 views
Error in Custom workflow Activity in Sharepoint Designer 2010
I have create one Solution. on that time solution name was 'CrossSubsSiteAction'. deployed it successfully working my Custom Workflow Action from this articale : ...
2
votes
1answer
82 views
How do I kickoff workflow after new document added to library?
I've created a workflow for a library. I have it associated as I can see in SharePoint Designer. How to I set the workflow to trigger automatically and begin the workflow once a document is added. I'm ...
0
votes
1answer
490 views
how to make workflow update another list item based on a calculation SP2010
I have 2 lists.
One list has a quantity field and the other list has assigned quantity field.
When a user create or update a new item in the list with assigned quantity.
i would like to do some ...
0
votes
2answers
70 views
Designer workflow emails don't work after site migration
I just migrated a Sharepoint subsite to its own site collection. The site has Sharepoint designer workflows that send emails in certain conditions. In the new site collection, none of my designer ...
1
vote
1answer
408 views
Creating Document with SharePoint 2010 Workflow: can I create xml file
So I found this resource on how to use SPD Workflow to create a new item (or document) in SharePoint 2010. This is exactly what I need because I can fill a field (column in a list) with the string ...
0
votes
1answer
193 views
SharePoint Designer workflow Approval criteria
I have created a SharePoint Designer workflow and at one step
it should send an email to user if it is approved
else send an email to user if it is rejected.
so I gave a condition like "If ...
0
votes
0answers
40 views
How i can i differentiate the SharePoint Designer workflow with the visual studio or default workflows through object model?
How i can i differentiate the SharePoint Designer workflow with the visual studio or default workflows through object model ?
And is there any way to find all the designer workflows in a ...
2
votes
1answer
245 views
Overdue task email notifications out of the box?
I've created a simple SharePoint 2010 Designer workflow that starts the approval process on a document library. It assigns workflow tasks to users just fine and e-mails the initiator when the workflow ...
2
votes
1answer
89 views
Workflow taking a long time to start and causing a jump in sqlservr.exe
I have a workflow that checks an item in another list, and based on the data in that list item, will fill data in some of its own columns. The trouble I am having is that every time the workflow runs, ...
0
votes
1answer
69 views
Start workflow when file is checked in
I have a form created in InfoPath, that I would like to automatically start the workflow when the file is checked in. I have Sharepoint Designer, but I don't see the field for 'Checked in'.
There is ...
0
votes
1answer
114 views
How to pass a default value to a Workflow Collect task?
Details:
SharePoint 2010 Enterprise
SharePoint Designer
Building workflows in SP Designer
My problem: I have a workflow which needs to collect some data from a user - lets say "Account Number" - ...
0
votes
0answers
22 views
SharePoint Designer Workflow Logic
I am trying to build a workflow to update certain dates based on a based date. As far as I know if can only be possible via SPD workflow. Here is the logic:
I have three date fields. BaseDate, D1 ...
1
vote
1answer
122 views
Getting a managed metada field to use in sharepoint 2013 workflow condition
I'm working on a SharePoint 2013 publishing approval workflow that needs to compare if a managed metadata field in a newly created item is set to a specific value. This in order to assign a task to a ...
0
votes
0answers
180 views
Can i create a simple custom approval workflow in SharePoint 2010 with a single approver?
I am trying to make a custom workflow for approving and publishing documents in SharePoint 2010. I looked at a number of example and tutorials but none that i could find address what i am aiming to ...
