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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SharePoint 2013 Workflows List does not exist error

I am creating a SharePoint Designer 2013 workflow and I encountered an error which suspends my workflow. I've noticed that it only occures when I reference a lookup column to another list. The error ...
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32 views

Is the following Workflow possible to create?

Suppose a user wants access to a document that he does not have permission to see. He fills out a form in SharePoint that requests access. It sends an email to his supervisor, who has the option to ...
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23 views

Can I manually add the fields that Sharepoint 2010 needs to PPT2007 in order to fill values to template when item is created

So I know how to do the basic workflow of creating a document and filling it with values via content types and SPD workflow. I am able to get this to work because of the document properties in Word ...
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2answers
203 views

Workflow with 'Copy Current Item' also copies the 'Created' field

I have no hopes that there is an easy answer to this, but still... I have 2 lists - Templates and Library. In Templates I only have 1 item. This item can be manually copied with a workflow assigned ...
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1answer
378 views

Task notification email shows Due Date of “None”

The OOTB Approval workflow sends task notifications to the CC line you specify when triggered from a workflow. I've noticed in the email notification the Due By is None, even though I specify the ...
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1answer
2k views

How do I have a workflow wait until a date field is entered or changed in Sharepoint Designer 2013

I see examples with "Wait for Change" in an date field (column) for SharePoint Designer 2010, but in those examples the condition is selectable (equal, not equal, etc.) but in Designer 2013 it appears ...
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3answers
1k views

SharePoint Designer Workflow, set field

I have a workflow that sets the field to [Today] when status = Setup. Once that field is set (either when created or when status changes to Setup), I don't want the date field to change to the current ...
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1answer
73 views

SP 2010: How to print comments collected in workfloow, in email

I have setup my first SharePoint Foundation 2010 system but I have hit a wall with regards to a workflow I have created. In the workflow, I collect two fields "Approval Status" and "Manager Notes," ...
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3answers
1k views

SPD 2013 Workflow cancel when using email action

I try a basic workflow, just to send email when running the workflow but the workflow cancel with the following error, if I do something else like setting a field value the workflow works, but as soon ...
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1answer
167 views

How to set a value in a list based on the current filtered column value

I have edited my document set Welcome Page to include a web part of a "Notes" list. This list is filtered so that only notes pertaining to the currently viewed document set are visible. Question: ...
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1answer
988 views

Creating Document with SharePoint 2010 Workflow: can I create xml file

So I found this resource on how to use SPD Workflow to create a new item (or document) in SharePoint 2010. This is exactly what I need because I can fill a field (column in a list) with the string ...
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1answer
253 views

Updating a List Using SharePoint Designer 2010 - can't find an example of my use case

I have two lists - one administrative with lots of details, and one public with a subset of the information. There are close to 2000 entries in the list. The admin list has 3 states, which I track ...
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1answer
1k views

How to get the correct reference to a Folder created within SharePoint Designer Workflow?

I have a SharePoint Designer workflow on a custom list that creates a corresponding folder in a document library. I then want to associate the firing list item to this newly created folder using the ...
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1answer
837 views

Custom Task Process

I am trying to create a custom task process using SharePoint Designer. Once the approver approves the task, the approver should be able to select a person/group that will be notified of this outcome. ...
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1answer
502 views

Sharepoint workflow ignores approval condition

I have a custom workflow (created through SharePoint Designer) that starts with an approval task and then sends emails to different people if the submission is approved. I have an if clause in the ...
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1answer
184 views

SPD custom workflow takes more time to resume than expected…?

I have a custom workflow designed on SP designer with few sequence of actions. In one of the step, trying to pause the workflow for few mins(5mins) however noticed that it is taking more time to ...
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3answers
1k views

How can I make a SharePoint 2010 list check if a specific serial number has been used before?

I'm trying to make an inventory list where we show who has been assigned a computer. What I want to see is a field that shows if a computer has been assigned to another person previously and the name ...
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1answer
8k views

SharePoint 2010: 3 of 6 Workflows “Failed on Start”. SharePoint Designer Workflow Works Fine?

Three of the six workflows that are on one of my site collections in SharePoint 2010 are resulting in "Failed on Start" as soon as a document is submitted to a document library. The other three ...
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2answers
3k views

Daily e-mail reminders with workflows

I need a workflow which will check a custom list -for every row in this list- every day automatically and if the total value column is 0 then it will send an email to a user. Is it possible with ...
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1answer
393 views

Default Approval WF Unable to Start: CoercionException - Unable to serialize workflow

We receive the following error in the SharePoint logs when we try to start the OOB approval WF from within a SharePoint Designer WF. The odd thing is, the WF will function perfectly, no errors at all, ...
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1answer
829 views

Customized workflow by using SharePoint Designer 2010 has been cancelled by System Account

I've encountered a big issue on workflow. I designed a very simple workflow with Action "Send Email" on SharePoint Designer 2010 for email testing, as well as workflow process. All things were ...
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1answer
581 views

Changing 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. I'm not changing ...
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1answer
34 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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17 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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13 views

How to rename a list-associated SPD2013 WF?

I have 20 sites that all have the same SPD2013 WF - it is a WF that executes on a specific list when an item is added or changed. We goofed on the naming of the WF and would like to rename the WF. Is ...
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62 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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63 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 ...
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22 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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1answer
89 views

In SharePoint workflow to Reject Task ; I need to make the comment field required

In SharePoint 2013 Designer workflow on Rejected request; I need to make the comment field required. How do I do that?
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1answer
33 views

Workflow content missing when viewed from another PC

I created few workflows in my company site using SharePoint designer 2013 in my office computer. (My company is using SharePoint Online 2013). I saved the workflows and published them in the site.They ...
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0answers
64 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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1answer
59 views

Permissions to write to External List from Workflow

I'm attempting to create a SharePoint workflow that creates a new item in an external list using the "Create item in [External List Name]" action available in SharePoint Designer. Currently, I keep ...
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1answer
39 views

Imported workflows not visible in Sharepoint 2013 Desinger

If I save a SharePoint 2013 workflow as a template, then follow the process to add that workflow to a different site in a different site collection, the "imported" workflow is visible in the browser ...
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1answer
17 views

IRM x Workflow in SharePoint Online 2013

Are there any restrictions on using a workflow in a library with IRM enabled? I'm using SharePoint Online 2013.
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59 views

Workflows in 2013 and 2010 can not change a library column with IRM enabled

I am using SharePoint Online, I'm trying, via workflow, define a column of text in a library that is enabled with IRM and demanding check out to edit a document. However, the flow can only update ...
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62 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 ...
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39 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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1answer
32 views

Backup of Workflow in SharePoint 2010/2013

Is there anyway in which we can take a backup of the SharePoint designer list workflow in SP2010 or SP2013? Or any workaround to do this? We were looking at replicatin a workflow from dev to test ...
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12 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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2answers
255 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 ...
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1answer
108 views

workflow 2013 error

I have a sharepoint 2013 farm with 4 servers. I install and configure workflow manager 1.0 successfully. when I create a workflow of template workflow 2010 on my list it create and run properly. ...
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1answer
131 views

how to call asmx service from sharepoint designer workflow

i am trying to call admin asmx service from share point designer getting unauthorized error. it require admin credential but i am unable to pass admin credential from share point designer. ...
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11 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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8 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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36 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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2answers
281 views

How could I have a custom task list update all start dates if an item is changed?

I'm not exactly sure how to approach this problem. I am hoping it can be solved with calculated columns or thru a workflow. If it can only be accomplished with some advanced technique beyond the ...
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0answers
23 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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1answer
71 views

Get Workflow ModificationID via JavaScript Client OM

I create a dynamic link to the workflow Midification form in SharePoint 2010. I can get all of required parameters such as ItemID, ListId and Workflow InstanceId via Javascript OM. The only problem ...
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57 views

Not able to use custom workflow template

I want to use a 2013 reusable workflow, which I have installed from a .wsp solution package. Here are the steps I took: Create very simple workflow(2013 reusable) in SPD2013 save the WF as a ...
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1answer
66 views

Issue with OOTB publishing Workflow

Yesterday I encounter a strange issue on SharePoint 2013 site I have a simple list with basic columns like Title, description, thumbnail (url of picture to displayed) on which a simple OOTB ...