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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46 views

How to send an email if a field value is changed

I am working on an Issue Tracking List inside SP 2013. And I have a field named Issue Owner. I want to create a workflow that should be executed when an issue item is edited and at the same time the ...
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3answers
5k 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 ...
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3answers
2k 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 ...
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2answers
63 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 ...
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2answers
148 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, ...
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1answer
4k views

Save as Template is not enabled - move workflow between site collections

I have several list workflows I want to move from one domain to another. I can't use the Export to Visio because it says I need to use Save as Template instead. I select the workflow in Designer and ...
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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 ...
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2answers
36 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 ...
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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 ...
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3answers
692 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?
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1answer
189 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 ...
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2answers
45 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 ...
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2answers
172 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 ...
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1answer
599 views

SharePoint Designer Workflow Append/Delegate/Escalate Task actions missing

I noticed in the SharePoint designer 2010 workflow some OOTB task actions options are missing. SharePoint 2010 Enterprise edition... Append task, Delegate Task, Escalate Task, Forward task.
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1answer
72 views

Name instead of ID - SPD Workflow

I have created a SharePoint 2010 workflow using SPDesigner2010. This workflow sends out a html formatted email using several combined dynamic strings whenever someone publishes a blog post. The ...
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2answers
2k views

PowerShell script to run a reusable workflow on all list Items

We came across a scenario where we want to run a reusable workflow on all List items in a list. I am not sure if this can be achieved through PowerShell. Can any one please help me to run reusable ...
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1answer
2k views

Export Custom List to Excel using Workflow

I am running Sharepoint Online and have a question about Export to Excel using a workflow. I currently have an Approval workflow that is initiated when the user fills out their web form. I want to ...
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1answer
143 views

Cannot open Workflows list after deleting a workflow

I deleted a workflow from SharePoint designer and now whenever I try to open the Workflows dialog on a list item it gives me the "An unexpected error has occurred" box. I suspect that this is because ...
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2answers
1k views

Update item using Workflow 2013 when “Require Check Out” is enabled

Since the new workflow in SharePoint 2013 are missing some of the features (impersonation, etc) from 2010 workflow I have had some issues with finding good solutions for workflows. We have a ...
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1answer
568 views

SharePoint 2013 Certifications

It's been few days that I have decided to start preparing for my SharePoint Certifications. But, I am facing a lot of difficulty as in from where do I start? My interest are in SharePoint ...
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2answers
745 views

Using workflow to set choice field value

I created a workflow which would change the dropdown value when the people picker field had a name, then it would send out an email. However, when i edit an item and select a name and save, the ...
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1answer
3k views

How to add workflow task's “Edit task” button (or link) in a workflow email?

I have a workflow designed for calendar events. As soon as the user adds an item, I initiate the workflow to send an email to the manager for approval. For example (I edit the workflow in SP ...
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1answer
54 views

Are sharepoint workflows always sequential?

I have recently taken over a Sharepoint system in the last 3 months. Honestly I have never worked on Sharepoint before and most of my knowledge is via google and reading lots and lots of ...
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2answers
5k views

Unable to uninstall SharePoint 2013 Workflow manager

I got a problem with my SP2013 Workflows so I decided to uninstall and reinstall it. At first I wanted to disconnect my my server from the farm, but this failed 'cause I can't start the Workflow ...
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1answer
4k views

Sharepoint Designer 2013 workflow:How to send email to multiple users?

I am facing an issue of sending an email to multiple users in designer list workflow. Having one list field of type people and group, which allows multiple section. Requirement is I want to send an ...
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1answer
54 views

My list displays two columns of the same workflow

One of the oddest things I've seen on SharePoint to date... I have a list which was created from a template with a few workflows already attached to it. After I created the list, I deleted all of the ...
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1answer
77 views

Updating an active Designer workflow

In SP2010, I have a list workflow that was built in Designer only - no code. I need to make a small change and must understand what happens to workflows in progress when I do this. The workflow ...
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4answers
3k views

Workflow to change title of uploaded documents?

Ok so I have a request from a user and I'm not sure how I can achieve this...I'm thinking workflows but not sure. Basically what she wants is to have a Document Library where she can upload ...
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3answers
27k views

Two level approval workflow in sharepoint designer 2010

I want to create an approval workflow that goes like this. Form filled in -> click submit -> send to first person to approve ->(if not rejected)-> send to second person to approve ->(if not ...
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1answer
3k views

SharePoint 2010 Workflows, Impersonation Steps,and Security

I'm starting to do some workflow design with SharePoint 2010, and I like the idea of the Impersonation Step. I plan to use it to modify the security settings of submitted items (such as not allowing ...
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1answer
2k views

Workflow not trigger after new item created

I have a Custom List and the list attached with SharePoint Designer 2007 workflow where trigger when new item created. If I programmatically create an item in a Custom List, will the action trigger ...
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1answer
28 views

How to insert a sentence in a list workflow email depending on a condition?

I want to use a single email to either send a new or updated item email. If I create a column containing a choice of two sentences (one indicates the email contains a new item and the other an ...
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1answer
24 views

Retrieve all items from list column in one SPD variable

I am using SharePoint Designer 2010 workflow platform. Daily our user post some press clippings in SharePoint description column, then we have to send all these descriptions in single email at the ...
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1answer
16 views

Why is my custom workflow not being shown in the associated list (SharePoint 2013)?

I am a bit new to SharePoint Designer and am having some trouble with custom workflows. I am tasked with migrating some SharePoint 2010 lists to a new SharePoint 2013 site. Due to complex workflows, ...
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1answer
49 views

Creating sharepoint 2013 workflow in designer

I am new to topic of creating workflows in Sharepoint. What I would like to achieve is creating a workflow that acts as following: It starts automatically upon adding new item to document library ...
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2answers
151 views

Workflow Suspended at Email

My SharePoint 2013 workflow keeps suspending itself at the point it's supposed to send an email. The email details have been specified in Central Admin but it's still not working. When the workflow ...
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2answers
257 views

Grant Unique Permissions on List Item through Workflow

I have a workflow set on a list that will read a Person field, and I want this workflow to change the permissions of the user(s) in this column to have full access when they normally would only have ...
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1answer
78 views

Designer 2010 Workflow does not overwrite old version when published

Whenever I publish a workflow from the Designer, the workflow will create a new workflow instead of updating the old one. For example: Workflow A is published as a list workflow and can be manually ...
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1answer
40 views

SP13: Reminder Workflow

I created a workflow and the objective is to send a reminder email to any open item 7 days prior to the deadline date. I am not sure what I am doing incorrectly. Found below is the workflow that I ...
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1answer
911 views

Check if current user belongs in group in workflow

I'm using SPD 2013, and want to know if there's a way to check if the current user is included in a group. I'm trying to use it for a conditional to either run an approval process or not. The ...
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1answer
683 views

Manually start SharePoint 2010 workflow in SharePoint 2013 farm?

Is it just my SharePoint 2013 environment or does anyone else experience the follow issue: a SharePoint 2010 workflow attached to a SharePoint 2013 list cannot be started manually for individual ...
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2answers
215 views

ASPX vs HTML forms

I would like to create a couple of custom new/edit forms for lists. In the past I used InfoPath but I wanted to move on to an alternative since InfoPath is going away. This would be my first attempt ...
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2answers
202 views

Identifying workflows in a suspended state

Working in SP Online, we have a number of SPD developed workflows running against list items. Most times, these WFs run happily but there are instances when a given WF instance ends up in a Suspended ...
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1answer
304 views

How to send e-mail to choices made by user input through workflow

I have a list where in users can submit certain information and same is picked up by a group to resolve it. So in the user input form we have an option of "Request team" which has a list of group ...
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1answer
927 views

SharePoint Out-of-the-box approval workflow stuck In progress

I am having an issue with the out-of-the-box SharePoint 2010 approval workflow. After the workflow is associated with a document library, the user starts the workflow. The appropriate task is created ...
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2answers
184 views

Replacement for Item Level Permissions

I have a SharePoint calender list and where i have given item level permissions for each event through designer workflow using the impersonation step. But now on the production site the number of ...
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1answer
72 views

SP13 Calendar Workflow

I am new to workflows but getting better daily. I am trying to create a workflow for a calendar. I would like for the workflow to operate as follows... when user enters a entry into "Calendar A" I ...
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1answer
24 views

Sending a workflow email to a fax number formatted like an email

I have a workflow that will email to a specified customer using another list to look up the email address. This works well. However, when I plug in a fax number formatted like an email ...
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2answers
731 views

Multiple instances of the same workflow started

In previous versions of SharePoint, there was a rule that you couldn't have two instances of a workflow running at the same time on a given item. On SharePoint Online (2013 version), it seems that ...
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1answer
529 views

send email when check box changes state

I have the following requirement I have an infopath FORM where there is a check box for urgent. when this field changes to true, i.e selected, an email is sent. at first it seamed obvious and I ...