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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587 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
165 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
41 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
167 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
550 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
71 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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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
139 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
557 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
729 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
47 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
229 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
74 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
39 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
841 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
607 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
176 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
188 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
872 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
175 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
68 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
661 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
506 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
96 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
46 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
22 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
125 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
4k 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
222 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
1k 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
5k 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
2k 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
5k 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
217 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
364 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
2k 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
1k 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 ...