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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205 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
72 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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35 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
39 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
107 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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2answers
992 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
3k 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
89 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
229 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
921 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
671 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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2answers
866 views

Refer to a Group in an 'If Modified By…' Workflow Action

I want to have a workflow that only allows a certain change to be made by certain people: I only want people in the permissions group Library Authorisers to be able to save a document after changing ...
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1answer
1k 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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4answers
1k views

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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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
233 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
420 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
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
777 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
82 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
184 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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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
343 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
382 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
279 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
880 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
547 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
190 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
9k 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
410 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
887 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
627 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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11 views

Creating new discussion using designer 2010 workflow not showing discussion item correctly

I have created a designer 2010 workflow in SPD 2013 which will create a discussion in discussion board when a user will add an item to my custom list. Now item is created but when I checked its root ...
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37 views

Event receiver not firing when item added by workflow

event receiver not firing when item is added by workflow. Its working perfectly when we manually add item to list. I am using SP Designer 2013. When we add item through workflow, it shows that item is ...
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25 views

SPD workflow - Stop workflow if item is deleted

Environment SharePoint 2010 standard I have create a SharePoint designer workflow attached to a content type. The content type is then attached to a SharePoint list. In the workflow I have set ...
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1answer
27 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
31 views

Updating item in List B when item in List A is updated (using workflow)

I have two list (one in List section and second is a document in Library). Both Lists have the same columns. When an item in the Lista A is updated, corresponding item in List B would be updated. How ...
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1answer
29 views

Is There an Easy Way to Copy the Text of SharePoint Designer Workflows?

I have rather complicated SharePoint Designer Workflows, and I would like to document my code. I tried adding using the "Add Comment" action in SPD, but it just makes the whole thing messy and ...
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1answer
69 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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35 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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219 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 ...