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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13 views

One PDF document, Many signatures

I need to pass along a PDF to many people for signature. How can I do this? The hangup is uploading the changed (recently signed) document so it can go to the next person.
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43 views

Is it possible to add a rich text field to a SharePoint 2013 site workflow initiation form?

I have what seems like a fairly simple task: Using SharePoint Designer 2013, create a site workflow with initiation form input fields that have "Rich Text" options for a multi-line text boxes (the ...
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19 views

Task List Email Reminder

I have a list of tasks with multiple tasks per user. Is there a way to send one email that lists all the tasks that still need to be completed as a weekly reminder, instead of sending one email per ...
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26 views

Need help to create Workflow on SharePoint Designer 2013

I've one list "Purchase Order" where I'm storing the data for purchase order details below are the fields. List Name = Purchase Order Order No, Order Date, Part No, Part Qty, Delivery Date, Delivery ...
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19 views

How to migrate designer and visual studio workflow?

let's say we have 2 workflow. 1 is created through SharePoint designer and another is visual studio. now want to take both to UAT. how approach of these two are different to migrate to UAT? what is ...
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36 views

SharePoint 2010 Workflow Compare Current Item to List Item

We are using Sharepoint Online with 2010 workflows. We are creating a custom resource list outside of the OTB Resource List. What I am trying to do is first have the workflow compare the current item ...
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24 views

Workflow becomes completed without doing its action

Here's the scenario that that I need to do: user will upload file in the doc library. after 10 days, the file regardless if it is modified or not, will be transferred to another document library. ...
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20 views

Set item property depending on count of related child items

So I have classes (parent) with enrollments as the children (Enrollment is StudentID lookup, ClassID lookup, and Registered/Waitlisted choice box). Right now, I've successfully setup the forms for ...
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20 views

SharePoint Document Library Approval workflow

In SharePoint Document Library I've created a Out Of Box workflow. Document will be uploaded by user It will go to lead once lead will approve it will go to manager once Manager will approve than ...
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37 views

Change the task in the Approval workflow

In the OOTB "Approval - SharePoint 2010" workflow, the "task" is to click Approve / Reject / Cancel, etc on an "Approval Form." (See below.) But instead of approving by clicking on a form, I want my ...
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57 views

SharePoint 2010 Approval Workflow not sending emails to multiple approvers in a list

I am trying to send an email that assigns a task to multiple approvers from a list. It only sends the task email to one person in the list. I have configured the workflow ro send in parallel.
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15 views

MultiValue Send an Email Lookup

Is there a way for the Lookup that is in the body of the email to send multiple values. I have a repeating section in my form and it currently will send a seperate email for email repeating for I want ...
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23 views

SharePoint Designer workflow: Interval between the days is -0.7

My library having StartDate and DueDate columns, with one reusable workflow is associated. Using workflow Find Interval between days action, DueDate is updating with (days between Today and StartDate ...
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11 views

Sharepoint Workflow Comparing fields/ Sharepoint Online with 2010 Workflow

I am working on a workflow for a custom resource calendar. the workflow will need to compare "Current Item Resource" against "List Item Resource". If the list has the requested resource already ...
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12 views

SharePoint Designer 2007 Workflow - Maximum Number of conditions?

I am about to embark on a Workflow using SharePoint Designer 2007. One of the steps in the designer may require up to 43 or so else-if branches / conditions. Before I try and make all of them; I was ...
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20 views

Sharepoint Designer reusable Workflow not working well, some working good some working bad

I have one reusable workflow ,it is associated to sharepoint library . Library having documents .Many user are use the same workflow to finish the work. sometime workflow not performing well on items ...
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29 views

How to retrieve list item URl when Approval Status is Pending

I am creating a approval workflow, where i collect data from diffrent users in diffrent stages. My workflow logic is as follows: When new item is created and if item approval status is pending. ...
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10 views

Images in Designer Email

I have a simple requirement to add an image in Designer Email. Which i added by editing the body of email in Designer. But my problem is that the our sharepoint is not internet hosted and works under ...
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20 views

SharePoint Designer Workflow - Multiple entry in single row

I've created SharePoint Designer Workflow to update the Balance Qty in same row whenever user will update Deliver Qty Deliver Date. Also activated the version history to view the previous Delivery ...
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52 views

Prevent Double Booking Office 365

I have a custom calendar which allows a user to select from a list of resources (car 1,2, and 3, conf rooms 1,2,and 3, etc.). I want to prevent double booking of any given resource based on start time ...
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43 views

Accessing individual elements of a field that has multiple values in a workflow

So I have a Class and the class has a field Students. Students is a lookup to the Students List that accepts multiple values. I want to build a workflow that, on item creation, will make a row in ...
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263 views

SharePoint Designer Globally Reusable Workflow Upgrade and Maintenance

We have a SharePoint designer workflow, which is globally reusable and used in sub sites in a site collection. The workflow is associated with a content type. Now for the purpose of maintenance and ...
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22 views

Search a list before “Update a List Item” in SharePoint Designer

I have created SPD 2010 workflows that have a source list A. Once an item Status = Approved a workflow sends data to another list B (used by a different team to complete their task). There are 14 ...
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35 views

SharePoint 2013 workflow AppStep not working

We have a list that we want users to only be able to add items to -- not view or edit or delete. when a user adds an item a couple of workflows kick off, one that sends an email, another that changes ...
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72 views

Out the box workflow tools and Custom Forms Office 365

I am looking for some advice and experience of out the box tools which can be used to develop workflow (with code and without). The functionality is to build workflows that will Build Complex ...
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95 views

How to get all folders and subfolders from a sharepoint library using web services

I'm using workflow with a rest webservice to retrieve all empty folders for a document library. We want to email the administrator when a certain folder does not contain a document. We have ...
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75 views

Using multiple value lookup column for an email “To:” line

I'm having an issue using a multiple value lookup column in SharePoint 2010. I have two lists. One is a task list and will be the main list that users use for this site. The second list is just a ...
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84 views

How to URL Encode a string in SharePoint Workflow

I am working on a SharePoint 2010 workflow in SharePoint Designer. I'd like to send an email where the body contains a custom URL that would go somewhere outside SharePoint. I'd like to include ...
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73 views

Change Title of Approval Workflow Task in SharePoint Designer 2010

I have got a Workflow, which starts another Workflow with "Start Workflowname process on Current Item with User" This new Workflow which is started generates tasks. But I have no idea where the Title ...
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53 views

Workflow cannot update list item

I have a workflow in sharepoint online. And it's workflow can do any things with current item and create task in association task list, but when i want update item in current list, my workflow nothing ...
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20 views

How fill Workflow status of all items in library?

Hello i made workflow which do some actions and change workflow status field. But i have many documents in document library which added before i add my workflow. And i want to fill this workflow ...
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60 views

Why can't i get data from External List within my workflow?

Im trying to load a value (string) into my SPD 2010 workflow from an external list. I want to save that value in a workflow variable, so I lookup for that external list and set up my filter's ...
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607 views

“Unexpected error on server associating the workflow”, when i define multiple If statement inside my workflow

I have created the following workflow inside SharePoint designer:- d now when i check the workflow for errors it mentioned that there are no errors, but when i try publishing the workflow i got the ...
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15 views

SPD Workflow - Handle Deletion/Modification

I'm using SPD to create a holidays approval workflow. I follow this (except for the last part), so please, click to understand my wf since I writing it in French in SPD. To resume, I send a mail, I ...
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35 views

SharePoint 2010 Workflow Initiation form dropdown menu based on SharePoint list

I want to create a workflow initiation form with few dropdown menus where a person who starts the workflow can choose to whom the workflow should go. I want to base those dropdowns on one or more ...
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15 views

Formulas not working in workflow generated word document

Im trying to generate a document in a document library from a workflow thats activated within a list based off of these instructions ...
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9 views

SP 2010 Workflow to validate Modified by in list1 with prepopulated people picker column in list2 return is updated yes/no field

I'm trying to write a workflow for when a user says Yes or No in one list it updates a prepopulated list with all of the folks who are required to validate they have read a handbook. I'm getting lost ...
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14 views

Is there a way to start a workflow on library item despite of library item beeing locked for shared use by another user?

We have library of documents called "procedures". By starting custom workflow on documents (procedures) of this library users can start a workflow which creates a new item in list called ...
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22 views

Workflow 2010 set list item permission

I have a sharepoint 2013 list set up with two kinds of users (Approver and Employees) needing access: Approvers - need full control on the list/site Employees - can only have edit/read access to ...
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48 views

Store Task List Item Attachment to Directory At End of Workflow

I am trying to develop a workflow using SharePoint 2010 Foundation, that moves a task list item with a PDF attachment from list to list, going from one department to another. When one person signs ...
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44 views

Check if more than one Metadata term is selected in list item

I have a list with the following 2 columns: Column name: IsMultiple, Type: Yes/No, Description: Should be set to Yes if column City has more than one term selected, else No Column name: City, Type: ...
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48 views

Select All checkbox for a Multiple Item Data Viewer Webpart

Is there any way of making a "Select All" checkbox in Sharepoint Designer 2010 for a Multiple Item Form? Or perhaps a better way to run a workflow over a 300+ list items? I have very little ...
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56 views

SP2013 - How to create a workflow to pull data from another list

I have 2 lists: List 2 has 2 text columns: Display Name and Email. List 1 is a form with a "Manager Notification" multiple values lookup into List 2 and pulling the Display Name field. The "Manager ...
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186 views

SPD 2010 Workflow: Intermittent item creation issue

I have an intermittent workflow issue that's proving exceptionally difficult to troubleshoot. Given the details below, what would be the next steps in finding a cause for this issue? Details: This ...
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18 views

SPD 2013 Workflow Handling “__next” page of List Items

I have a Sharepoint list and a workflow that needs to loop through each list item. Currently there are 450 items. I can do an HTTP GET call within my workflow, but if I do $top=500 to get all of the ...
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14 views

How to Tag a Email ID to a name in SharePoint workflow

I am creating a Edit form where in there are various fields which has to be populated by the user. I want to create a workflow in which I can tag an Email Id to a name which the user selects. For ...
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13 views

Workflows Dissapearing SharePoint Designer 2010

I have been working on an workflow that automatically sends a HTML formatted email to a specific user group. However, sometimes when I open my site and look for the workflow in Sharepoint designer, ...
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26 views

SharePoint 2013 workflow email users except 'current user' modified by

Trying to figure out a way to get a workflow to email users in a field except the user whom is modifying the list item. I can't see any way to exclude a specific user as yet, using SP Foundation 2013 ...
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33 views

Workflow does not recognize negative numbers?

My workflow checks some variable which has a value such as "-15000.84" and if that value is greater than or equal to 10,000 then it logs "Greater than 10,000". This variable is stored as a number, and ...
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103 views

Missing assembly reference on publishing workflow in SharePoint Designer 2013

I have used Custom actions for SharePoint Designer from the solution in codeplex http://spdactivities.codeplex.com/ I have installed the latest wsp and enabled the feature in my site. I have created ...