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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17 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 ...
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16 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 ...
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44 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 ...
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41 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 ...
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2k views

SharePoint 2010 designer workflow stuck at “Starting” status

I have created approval designer workflow on a sharepoint document library. The workflow runs when the item is created or updated. It was working for fine until last month.. Suddenly it stopped ...
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1k views

Cannot create SharePoint 2010 workflow in SharePoint Designer 2013

Has anybody encountered the error below in creating SharePoint 2010 workflows in SharePoint Designer 2013? The list of workflow actions on the server references an assembly that does not exist. ...
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744 views

How to update an existing list item during a workflow to capture the newest list item

I have a custom build list to store status updates on a project. To add a new item, one simply click + NEW ITEM, fils in the Infopath 2013 form and clicks SAVE. Then a workflow is triggered to convert ...
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247 views

sharepoint designer workflow: set outcome in case of change request

I have SharePoint Designer workflow and I've set change request and reassign button in my task form, I would like to set the outcome column into change request, or reassign status when each of them ...
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390 views

mailto in Workflow emails

I'm using SharePoint 2007 and I have created a workflow to send a reminder email to the owner of the item a few days before the due date. I'm using <a href="mailto:someone@somewhere.com?">Some ...
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162 views

is it possible to have a sharepoint workflow that can dynamically switch content types?

I have a document library that contains 5 content types ( different word documents that have quickparts in them ) I have another list that has some customer information. I want to start my workflow ...
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280 views

Multiple approval workflow by sharepoint 2010 foundation

I have created custom approval workflow on sharepoint2010 foundation designer, I used "Collect Data from a user" action property but it is not allowing me to start workflow automatically, it's through ...
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439 views

SharePoint Designer 2010 workflows stuck on in progress

I was following this blog http://sharepointgypsy.blogspot.co.uk/2011/10/create-state-machine-workflow-with.html about SharePoint Designer 2010 state machine workflows and edited the choices in the ...
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71 views

Content type inheritance on Link to Document

I'm working on a reusable workflow in SP 2010 that moves documents through our management chain, where each member of that chain provides metadata input that can't be seen by those lower in the chain. ...
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501 views

SharePoint Designer Encountered an error Verifying Form Template

Good Morning I have created many workflows, so i know how to do it. Recently, i started getting this error. I have even went back to a fresh site collection, made a simple workflow of "Send an ...
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381 views

Sharepoint designer - Collect data from user error

I am new to sharepoint workflow development. I created my workflow in sharepoint designer 2010. My problem is the following: My workflow has a few steps, in every step I use the "collect data from ...
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2k views

Reusable workflow not showing anywhere (Sharepoint 2010)

I made a reusable workflow in Sharepoint Designer and checked that it's working in a site. Then I saved it as a template, downloaded it from the site assets, uploaded to a new site. Even after ...
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614 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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124 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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42 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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573 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 ...
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270 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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164 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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195 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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610 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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824 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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185 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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283 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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799 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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891 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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6 views

Substring from a string in SharePoint 2013 workflow OR parent folder name

I have to get a parent folder name for a document in SharePoint 2013 WF. eg url is "http://contoso.com/sites/somesitecollection/Documents/testing/1levelfolder/1.doc". I want to fetch 1levelfolder from ...
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13 views

SharePoint Workflow to Send email triggering based on condition in a list

Desk in SharePoint Online site. Basically i have created a Workflow which sends alert mail with list values, now i have to send email trigger based on help-desk priority like high priority ticket is ...
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15 views

Sharepoint 2013 Send Email Workflow only sends once

I set up a list workflow to email the creator whenever an item is created or updated in a custom list, but it only sends an email to the creator after they create their first item. For additional ...
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13 views

“Sharepoint Designer encountered an error generating the task form” while publishing SP 2010 Designer workflow on SP 2013 platform

Getting the following error while publishing SP 2010 Designer workflow on SP 2013 platform: Sharepoint Designer encountered an error generating the task form As a result, "Start approval ...
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19 views

Send an email to an address I recovered from a web service

I am trying to send an email to an address retrived by a custom REST service. Having got the email address I set it to a variable myemailvariable Now I would like to send an email to that address. ...
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12 views

Workflow Loop not running through whole array

I'm having trouble with looping through an array (dictionary) in my SP 2013 Workflow. The workflow calls the HTTP web service to get an item from a list. THis list has a people column with multiple ...
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23 views

SharePoint 2010 Designer workflow for pdf documents

I am creating a designer workflow using SharePoint designer 2010. My scenario is user uploads a pdf document and it has two cases when he is uploading. If the document content looks fine for the ...
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22 views

Copy 2013 Workflow

Situation: I have copied a site from one site collection to another This site includes some lists and each list two workflows The workflows are SharePoint 2013 List Workflows created in SharePoint ...
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14 views

office 365- designer workflow for approval

I have created a list workflow for document approval and I want set condtion for two uploaded document on the basis of their category like- SIR and PPAP. If these two uploaded document is approved ...
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11 views

Adding a custom field after a document is modified with comments and\or signature

I created a Document Set for different departments for auditing purposes. Internal Audit would like a field showing the user signature and\or comments that was made in the word\excel doc. Can this ...
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13 views

WF #1 kick-off WF#2 SharePoint Designer 2013 Cloud

I read about the issue that a System Account cannot kick-off a workflow. I tried adding another Admin account and re-publishing the workflows, but that didn't work for me. I have been using my own ...
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16 views

Deleting Custom Types from Approval Workflows

It took me 3 months to create my desired approval workflow of my SharePoint site. I didn't know that when I make a trial by creating a certain approval workflow, SharePoint creates this "custom ...
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20 views

SharePoint 2013 workflow missing after being saved but not published

I created a SharePoint 2013 list workflow using SPD and added several stages, task assignment actions, email actions, stage transitions, etc. I saved the workflow but did not publish it. When I ...
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24 views

SharePoint Designer 2013 Workflow Issue

I have created SharePoint 2013 Designer workflow(SharePoint 2010 Type) to set item level permission.This workflow working fine for few months and now this workflow not at all starting up ...
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15 views

Issue in assigning task to dynamically created sub site's group in SP D resusable workflow

I want to create a SharePoint designer workflow in SP 2013 using SP 2010 workflow template. I don't have WF manager configured in my farm.So I need to depend on SP 2010 workflow template only. Now, ...
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16 views

Populate Form B title with Form A title

I have two SharePoint forms that have been created in InfoPath. I want to populate the title of Form B with the same title from Form A. The process is that when the user completes Form A and I action ...
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12 views

Inital Notification Email quit working - Coercion Failed: Input cannot be null for this coercion

Help! I have a pretty simple 6 step workflow that was working, and now all of a sudden the initial notification email is failing to send to the workflow participants and I see this error: Coercion ...
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27 views

How to promote field to sharepoint form library from infopath list form

Greeting. Once again, this forum is great and thanks again to take the time into this. I have created an InfoPath list form with the "manage multiple list items with this form" activated. I need this ...
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45 views

Why does my step 2 not email me?

I have a short workflow I'm trying to put together. The first step works fine and sends the task with + 3 days due date, but step 2 never fires when I go in and change the 2 required items to YES. I ...
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39 views

Workflow Status shows blank on completion

In my SharePoint 2010 Designer workflow, a custom status is set to the Workflow status in the last step. I understand that, "If the Set Workflow Status action is the last step in your workflow where ...
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25 views

Custom action / SharePoint Designer ootb workflow to save previous column values?

i have created workflow in that i have to save previous column values and when workflow run i have to compare previous column values if not match then send email so is that possible using ...