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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70 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 ...
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1answer
45 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: ...
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26 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,
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1answer
139 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: ...
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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.
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0answers
25 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 ...
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1answer
115 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 ...
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0answers
93 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 ...
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2answers
371 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 ...
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0answers
114 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 ...
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0answers
129 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 ...
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0answers
187 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.
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2answers
45 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 ...
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0answers
297 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 ...
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1answer
179 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 ...
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0answers
117 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: ...
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0answers
159 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 ...
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1answer
142 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' ...
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2answers
3k views

Provide Workflow Approve/Reject option in InfoPath Form 2010

I have created a Leave Authorisation Form using Infopath 2010 and published it to Forms Library. I have also created a SharePoint designer 2010 custom approval workflow and published it to forms ...
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1answer
568 views

Custom Task Process

I am trying to create a custom task process using SharePoint Designer. Once the approver approves the task, the approver should be able to select a person/group that will be notified of this outcome. ...
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0answers
142 views

The pause duration is (very)longer when number items are huge

We have a custom (SPD)workflow(manually starting) on a custom list which has 7000 to 8000 items and growing. "Pause For Duration" action is used to pause the workflow for 5mins and roughly 30 to 50 ...
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1answer
284 views

How do you remove line spacing from 'Full details' in workflow email?

I have a workflow in SP 2010 that I use to send an email whenever an item is added. I've included the 'Full details' in the body of the email, however when the email arrives it has massive spacing in ...
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2answers
945 views

How to get the List URL in a SharePoint Designer workflow

I've gotten as far as below: But I don't know what they want me to choose in the "Find the List Item" section. I don't want anything from the list item... I want the URL of the list. Suggestions? ...
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1answer
67 views

Workflow changing StartOnCreated via GUI in SPD

A few dumb SPD 2007 workflow issues. I'm trying to change startOn switches on a workflow config xml file but it causes the workflow to fail with errors when I try to recompile/finish it after ...
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0answers
181 views

How to check if user has a permission to complete task in InfoPath task form?

Is it possible to check if the user has enough permissions to complete task in InfoPath 2010 task form? Or maybe it is possible to show to user read-only view if he has lack of the rights. The full ...
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0answers
425 views

Irregular behavior in SharePoint Designer based workflows

I am using SharePoint Designer 2010 to build list workflows. However, workflows that I have built and tested are unpredictably disappearing from the list of WFs available to run in the browser UI. ...
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1answer
651 views

How can I change an in-progress workflow created using SharePoint Designer 2007?

I created a workflow in SharePoint Designer that automatically starts when a new item is created. It has one step. In it, if a specific date field in the list item is greater than or equal to Today, ...
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1answer
845 views

SharePoint Designer 2010 Workflow Copy List Item Creates Duplicate Entries

I have a very simple workflow set on a list that does the following: A) If ColumnName:Random equals Approved, Copy item in Current Item to CopiedList That's it. If a choice column named 'Random' ...
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1answer
554 views

Cusomized workflow by using SharePoint Designer 2010 has been cancelled by System Account

I've encountered a big issue on workflow. I designed a very simple workflow with Action "Send Email" on SharePoint Designer 2010 for email testing, as well as workflow process. All things were ...
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0answers
289 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 ...
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1answer
429 views

“On Item Created” SharePoint Designer Workflow doesnt start when creating list items via Code Activity in Visual Studio Workflow

Any help on what authentication settings are required on the application pools for the below simplified scenario: My List item has two fields. "Title" and "Flag" I create a new List Item with the ...
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2answers
46 views

Wrong date in workflow email

I am using a workflow for a calendar. In workflow email I use [%Current List:Start Time%] and [%Current List:End Time%] for the events. But the date is always displayed as "Monday, January, 01, 0001". ...
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1answer
192 views

iOS: implement SharePoint Designer (Workflows only) functionality

Is it possible to implement operations on Workflows (like in SharePoint Designer) on iOS? Maybe I could call SharePoint's services to get a list of workflows, nodes in each workflow and draw it as a ...
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2answers
91 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 ...
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1answer
347 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 ...
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1answer
44 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 ...
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1answer
57 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%]. ...
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2answers
464 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 ...
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2answers
442 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 ...
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2answers
212 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 ...
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2answers
329 views

Change Initiation Parameters for SharePoint 2007 Workflow

I created a workflow in SPD that initiates when a new item is added to a list. Unfortunately, the workflow is also initiated when an existing item is updated (a list field titled "Status", when ...
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2answers
40 views

how to add list column values to workflow email?

I have a calendar list and I added several text box column values. I am using a customized workflow created in SharePoint Designer 2010 to send an email when there is a new event is added. I want to ...
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1answer
25 views

Wrong Start Time displayed in Workflow email

I am using a workflow email to alert the users about a new event. I am able to get the name of the event and end time of the event in email successfully using [%Current Item:Name of Event%] and ...
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2answers
33 views

Workflow not parsing 0:# data

So I'm checking if CurrentItem:field is empty or not, and so I put a log inside to figure out where the error was, heres what I got: 4/29/2013 1:53 PM Comment System Account 0;# 4/29/2013 1:53 ...
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1answer
23 views

Set the value of a primary workflow's associated list field using Secondary Task workflow

I have a primary list and workflow. i create a To-Do task from the primary workflow called "Setup Project Artifact Requirements". Creating of this task triggers a secondary workflow on the task list ...
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1answer
59 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 ...
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1answer
29 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 ...
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1answer
69 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 ...
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1answer
113 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 ...
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1answer
90 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. ...