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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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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1answer
314 views

Is it possible to have the round robin logic in the sharePoint list 2010?

Is it possible to have the round robin logic in the sharePoint list? I have two lists in SharePoint 2010. In List A i have Assigned to field column(people or user group). In List B i have two fields ...
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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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2answers
40 views

Grant Unique Permissions on List Item through Workflow

I have a workflow set on a list that will read an AssignedTo 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 ...
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1answer
21 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
27 views

How to check workflow History in Office 365

I've created workflow on SharePoint Designer 2013 and deploye on Office 365. Want to know how to check workflow history for this Thanks.
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1answer
27 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
273 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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2answers
63 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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1answer
588 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
84 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
64 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
23 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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1answer
439 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
361 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 ...
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1answer
83 views

Example of a workflow pulling lookup column data for use in a calculated value column

I'm looking for an example of a workflow using SharePoint Designer 2010 that pulls information from a lookup list or via a lookup column and places it within a hidden field for use in a calculated ...
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1answer
40 views

Using the ID Column to create customised ID value

SharePoint 2007 Standard SharePoint Designer 2007 I'd like to explore the possibilities around using the ID column in creating a customised ID value. For instance, for a change log, I'd like to use ...
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1answer
21 views

creating workflow string doesn't resolve correctly

in a workflow I am setting a local variable to the value of 2 parameters - one from the current list (works) and one from a field populated via the collect data from user task. Each time I've done ...
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1answer
73 views

workflow actions order of execution?

I came to the scenario that randomly and on very few cases, some workflow actions are not executed sequentially. Example below: Action 1 (change field X value) Action 2 (create item on another list) ...
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2answers
3k views

Workflow could not update the item - Unknown Error

I'm using SharePoint Designer 2010 with a List workflow and I'm receiving the following error. Description: "The workflow could not update the item, possibly because one or more columns for the item ...
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2answers
161 views

Send Sharepoint Alert style email via SPD Workflow

I am trying to set up a workflow that sends an email to the assigned person and those contributing to a list item when the content of that item is changed. Currently I have it working, but I am ...
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3answers
488 views

Workflow to send reminder mail weekly if task not completed

I just got a task to create a workflow to auto send emails weekly to task owners until their task is completed. The field is called Status. My steps so far: Create a list workflow and use the ...
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1answer
4k views

Workflow send email on due date even after date changes

I must create a couple of Workflows, which will send notification to users (something like a reminder). I have created a first WF that will be activated when item will be created or modified ...
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2answers
1k views

How to find custom WorkflowInstanceID in Designer workflow?

I have a list with 3 workflows: A, B, C. I want to show their status in a single new field S. So, S should contain, for example this information: " Status of A: In Progress Status of B: In Progress ...
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4answers
4k views

Detect a new item and send an email

I am using the sharepoint 2007 designer workflow to create the following rule: If and item in the list is created, sends a mail. When I work with a library I check for the version field (if ...
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1answer
126 views

How to store TaskID for later use?

Scenario: Have a SPD2007 approval workflow designed. A task is assigned to user1 and custom emails are sent. I'm not using the ootb email notification. Once the task is completed the workflow ...
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1answer
285 views

PowerShell script to update Task “Outcome” and “% Complete” fields

I have a problem (see Workflows do not continue after user completes a task nor do they update task outcome and percentage) that I can't get around. I thought about running a powershell script every ...
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2answers
1k views

Workflow files won't “Check In”, can't “Undo Checkout”

I have a problem in SharePoint 2010 where if I'm creating a SPD workflow to a list, that just has it run automatically and log "Hi" in the history list, it won't 'run' because the files show as ...
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1answer
917 views

Sharepoint 2010 workflow to update list based on multiple conditions

I'm having a little problem getting my aggregation list workflow to run correctly. I have two lists (A, B) on a site and a workflow associated to List A. My goal is to keep track of total project ...
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1answer
2k views

Workflow Action to Clear Field in Current Item

The Question Is there a way, either through a hack or an action I haven't noticed, to clear the value in a specific field of an item, using a workflow? The Issue All I want to do is clear the values ...
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1answer
33 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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1answer
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
268 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
505 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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1answer
941 views

SP2010 Workflow Copy Item Error

I'm having issues with a workflow that copies items from one document library to another after an approval process. The workflow starts automatically when an item is changed. It gets cancelled and I ...
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3answers
2k 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
2k views

Set Person field type in a SharePoint Designer Workflow best practices

In SP Designer, when using the "Set Field in Current Item" action, if the field you are setting is a Person type, there are several choices to "return" the data as. For example, if setting your Person ...
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1answer
881 views

Can I do bulk updates with SharePoint 2013 workflows?

I have a SharePoint site with two lists: list of assets list of maintenance tasks: each task is linked to an asset via a lookup column. Each asset has one or more related maintenance tasks My ...
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1answer
93 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
2k 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
229 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
544 views

Sharepoint Designer 2007 Multiple Step Workflow Causes Error: “Failed On Start (Retrying)”

I am designing a workflow in sharepoint designer to manage the approval process for an infopath form. I am using sharepoint server 2007. My sharepoint site already has a form library dedicated to the ...
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1answer
1k 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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2answers
364 views

SharePoint Designer workflow Approval criteria

I have created a SharePoint Designer workflow and at one step it should send an email to user if it is approved else send an email to user if it is rejected. so I gave a condition like "If ...
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2answers
479 views

Start workflow when file is checked in

I have a form created in InfoPath, that I would like to automatically start the workflow when the file is checked in. I have Sharepoint Designer, but I don't see the field for 'Checked in'. There is ...
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1answer
325 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
2k 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
1k views

Workflows - execution order

I have a list on which there are 2 workflows. Both workflows are created in SharePoint Designer 2010. Workflow "A" have the following triggers 'Start workflow automatically when an item is Created' ...