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
votes
2answers
1k views

Event Receiver not triggered by Approval Workflow

I have a simple workflow that approves a List Item. I have an ItemUpdated Event Receiver that is supposed to compute some fields and update another List Item. My event receiver gets triggered when I ...
2
votes
1answer
1k views

Lock item when approval starts

I am making a Custom List that would route for an approval when the user wants to. When an item is routed for approval, I want the item to be locked for editing. How can I achieve that? I am only ...
2
votes
2answers
1k views

Refer to a Group in an 'If Modified By…' Workflow Action

I want to have a workflow that only allows a certain change to be made by certain people: I only want people in the permissions group Library Authorisers to be able to save a document after changing ...
2
votes
1answer
235 views

SharePoint Designer 2010 - Current and Pending list values in Workflow Email

I'm building a custom workflow in SPD 2010 and I need to create an approval workflow to send designated users an email when the list is updated. The email will need to include the current list field ...
2
votes
1answer
133 views

Automatically breaking down calendar events

I'm trying to create some sort of reservation system in SharePoint using a calendar list. It's been recommend to me to create events and add a column which allows a user to claim it. From there, ...
2
votes
1answer
409 views

SharePoint Online 2013 Workflow to change file permission in Document Library?

1.What are my options with SPD 2013 If I want to change file permission in a workflow? 2.Where does SPO host 2013 Workfows? 3.If connecting to SPO Can I use Worklow Manager 1.0? 4.Will I need to ...
2
votes
1answer
57 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 ...
2
votes
1answer
3k 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 ...
2
votes
1answer
664 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 ...
2
votes
1answer
554 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, ...
2
votes
1answer
532 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 ...
2
votes
1answer
609 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
4k 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 ...
2
votes
1answer
642 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 ...
2
votes
1answer
2k 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 ...
2
votes
2answers
880 views

SharePoint 2010 Workflow question using Designer

I need to create a workflow for a custom list (having two columns Title and Hyperlink). When an item is created in that list the workflow should ceate a corresponding item in a discussion list with ...
2
votes
1answer
2k 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, ...
2
votes
1answer
2k 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' ...
2
votes
1answer
29 views

How can I set up a workflow to count the number of items in a list?

I am trying to set up using a SharePoint 2010 workflow that will count the number of non priority 1 tickets in a custom SharePoint online list. What I would like to have it do is go through the list, ...
2
votes
1answer
41 views

Using SharePoint Workflow to call a Java class

Is it possible to create a workflow which call a Java class? My main goal is to select a file and press a button in SharePoint document library which transfers this file to a Java class where I can ...
2
votes
1answer
37 views

Two workflows running on a Library with Check in Check out

I have two workflows on my Document Library that has Check in/Check out, my first workflow works fine, my second workflow won't work if I create a new document from a content type - it will work if I ...
2
votes
0answers
41 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
3answers
267 views

Approve workflow tasks for multiple items from a view of approved items list

I have a workflow on a list that starts a task process that requires users to Approve/Reject the item. Some of the users do a lot of these approvals each day, and would like a way to mass ...
2
votes
1answer
35 views

How to get a summary of all SharePoint discussion board posts that day

I am using SharePoint 2010 and have access to SharePoint designer 2010 to create workflows. I would like to create a workflow that notifies users of all new discussion board posts made that day. This ...
2
votes
0answers
176 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
1answer
108 views

Copying an attachment from one Custom List to another using a workflow

My initial requirement is to have column level permission in a custom list.(Set of users can see the column and set users cannot). Since SharePoint doesn't support column level permission i have ...
2
votes
1answer
113 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 ...
2
votes
2answers
1k 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 ...
2
votes
1answer
75 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 ...
2
votes
0answers
578 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
353 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
1answer
486 views

SharePoint event receiver ItemUpdating event behaves differently when a list item is updated through Workflow

I am having a SharePoint custom list which is having a designer workflow and event receiver attached to it. In the event receiver on ItemUpdating event I am having the below code to check if a ...
2
votes
1answer
48 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 ...
2
votes
0answers
415 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 ...
2
votes
1answer
2k 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
2answers
552 views

WSS 3.0 Uninstall SP 2

Is there any guidance on how to safely rip out service pack 2 for SharePoint Services 3.0? It appears to be causing some problems with designer-based WFs that are self-referencing.
1
vote
4answers
8k 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
4answers
2k views

Form URL in Sharepoint Workflow Email

I have a workflow setup to run when I submit an infopath form. I am trying to create a HyperLink in the email to the infopath form using [%Current Item:URL Path%] However it generates this url ...
1
vote
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 ...
1
vote
3answers
4k views

Is it possible to start a workflow only when a specific column is changed?

I created a workflow with "start on change" and I was wondering if it is possible that the worklfow only starts if a specific column of mine changes ("reminder_send"; YES; NO). Because sometimes I ...
1
vote
3answers
1k views

Getting SPD workflows to run on a daily basis

I have a workflow that I need to run on a daily basis. It's going to run in a web application hosted in Sharepoint Online, so there is no access to Central Administration. Which means the timer jobs ...
1
vote
2answers
62 views

2013 Designer Workflow call Application Page

I am trying to figure out how or if it is possible to call an application page from inside a SPD 2013 Workflow. I tried a HttpRequest action and entered the Url of the application page. The page is ...
1
vote
2answers
142 views

CAML Query for SPServices parameter

I need to run a workflow on all items in a library. This SPServices example seems like a good plan but I'm running into problems. The library has folders and the CAML query returns only the folders, ...
1
vote
2answers
3k 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 ...
1
vote
2answers
27 views

Workflow to send email to user once “assigned to” field is set by manager

I'm trying to create a workflow that as a step will email the user that gets set in the field "assigned to" on a task list. This will not be set by the creator, it will be set after the item is ...
1
vote
1answer
20 views

How to assoicate a SP2010 SPD workflow to a list

I need to copy a SPD workflow from Test to Production environment. I connect to two site using two SPD window and then C&P the workflow over. It seems most of the workflow content is moved ...
1
vote
3answers
554 views

which one is better considering performance, workflow or event receiver?

Using events like ItemAdded, ItemUpdated which one has the good performance on custom list. What can be preferred considering there are large lists?
1
vote
1answer
159 views

SharePoint Designer Workflows read .XOML file programmically using c#

I need to get list of all the workflows using a custom activity. I visited a workflow using designer and have the name of the activity. I just need to read that xoml file and see whether that file ...
1
vote
2answers
41 views

WorkFlow email to summarize a days worth of infromation

I have a basic Workflow that emails an accounts department when a new payment is made. A simple list governs all of this. Instead of sending one email for each list entry I would like to send one ...
1
vote
2answers
165 views

Find Interval Between Dates Problem

I have a very odd problem, one that's been baffling me for over a week now. I have a workflow designed to create a new task a set period of time in the future once a current task expires. These tasks ...