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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99 views

How can I include a thread from a Discussion Board on a page?

I have a feature on my SharePoint 2013 site that allows a user to create a list item, and then a workflow that sends out an email with details about that item. What I would like to do now is turn the ...
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49 views

SP2013 - Tasks updating automatically. Can't figure out why

So we have a homegrown IT request system built off of out-of-the-box lists and SPD workflows. The idea is that a user submits an IT request (request list), a workflow (on the request lists) gets ...
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2k views

Check in/out current item in a sharepoint designer reusable workflow

I am using sharepoint 2013. I have created a reusable worklow. In this workflow I do some logic to publish approval stuff. After I approve the task I got some error that the item is not checked out ...
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386 views

Coercion Failed: Unable to transform the input lookup data into the requested type

I am getting this error "Coercion Failed: Unable to transform the input lookup data into the requested type." intermittently in a SP designer Reusable workflow.This workflow is triggered on item Added ...
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579 views

How do I fix a “Windows Workflow 3.0 required” error when editing a workflow in SharePoint Designer 2013 SP1?

I have a Windows 8.1 machine that needs to edit workflows within SharePoint Designer (2013 SP1). Whenever a workflow is clicked on one of two errors is received: 1) Server side activities have been ...
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39 views

How to Remove “Relative Item” from alert notification send by a task

I enabled the alert notification for SharePoint 2010 task list. But in the notification Email i am getting "Related Items" link in the json format. I don't want to show that in the email notification. ...
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188 views

SPD 2010 workflow, update (add and delete) lookup column

I have a list (with a custom InfoPath form) in which I have items that have a Parent / Child relationship with two lookup column to the title column of same list. The two lookups are "Child of" single ...
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1k views

sharepoint designer workflow does not start automatically

I have created workflow for a list. When I select manual start in workflow setting, workflow work fine after manually doing it. But if I select "start workflow automatically when item get created and ...
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146 views

How to use “matching” field from one list to the same field in another list in designer?

I have a library which has a person field for each document. I have a list which has the same columns. When a document is added to my library, I want to update all items in my list with a line of ...
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19 views

Workflow history reset whenever triggered

I'm working on SP Foundation 2010 I have a task list and whenever the task is reassigned to another person I need to track it. I've created a column called old-assigned to so whenever the task is ...
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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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17 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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43 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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2k 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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764 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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253 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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425 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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168 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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283 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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489 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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72 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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514 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 email",...
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390 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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641 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 (i....
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604 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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278 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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165 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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199 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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644 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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841 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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187 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: System.Workflow.Runtime....
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289 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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808 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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910 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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18 views

submit as new item button without changing the original item

What rule should I create in Infopath if I want to have a "sumbit as new item" button. I tried a solution of changing one hidden field to "Yes" and then in designer, if that field is "Yes", it will ...
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18 views

Error: underlying connection was closed in sharepoint 2013 workflow in O365

Getting intermittent error: underlying connection was closed in SharePoint 2013 workflow in O365 when activating a the feature for the workflow or trying to associate the workflow to a library. It ...
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12 views

Start a designer Workflow from within a designer workflow

I don't see any Action items in the designer that would allow me to call a workflow from within a workflow in SP designer 2013. However I had seen an example that this could be done by making a REST ...
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21 views

can we add a new value to content approval status in designer workflow 2013

i am using action - set content approval status in my designer 2013 workflow. By default it gives 3 values - Approved, Rejected and pending. Is there a way i can add a new value "Change Required" to ...
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13 views

Trigger Workflow with app only permission

I have workflow which is built using Workflow platform 2010. How can I trigger that workflow from a webjob? I tried with App only permission. You do not have permission to perform this action.
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16 views

InfoPath Workflow Initiation Form Dropdown on Site Workflow

In a list workflow with a custom initiation form, we can add a dropdown from another list's data. The selected value is then accessible in the workflow under 'Current Item'. How can I do the same with ...
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19 views

SP07 - Create WorkFlow where send mail to certain people

I have a issue with SharePoint 2007. My issue is when i create asp page with some content, send me email with page content to certain people. This is my URL where I create a page: http://sf-spsdev02/...
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13 views

wsp package created using Save as Template does not include a Workflow associated with a list

Created a site in SharePoint Online. Then created a list. Through SharePoint Designer 2013, I created a Workflow for the list. The workflow is working on the site. Then I save the site as a template ...
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6 views

Several Approval processes mix outcomes

I am working in SharePoint 2013, creating one workflow (2010 platform) in SharePoint Designer 2013. This workflow has 3 approval processes. The first one has Approved or Rejected as possible ...
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17 views

show related tasks in DispForm of an item with Start Feedback Process workflow

I have a list "My List" that has a "Start Feedback Process" workflow. The workflow creates multiple tasks in "Workflow Tasks". I want to modify the DispForm.aspx page of "My List" to show all the ...
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20 views

Can a SharePoint 2010 workflow be created with CSOM in SharePoint 2013?

I would like to be able to create definitions for SharePoint 2010 workflows using XAML from an existing workflow in SharePoint 2013 without deploying a solution. Sharepoint 2013 includes methods ...
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15 views

Sharepoint Workflow Task Wrongly assigned

I have created a task list where task are being assigned to different users. For the task: Related Content for texsting367 is first assigned to Jack. And an email link to accept/reject is sent to ...
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32 views

SharePoint Foundation 2013 - Designer workflow email lookup resolving address as “i:0#.w|domain\username”

With the "Send an Email" workflow action in Designer, using the directory to add users or manually typing a domain user's e-mail address is resolving the recipient address it sends to the SMTP server ...