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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69 views

Help creating a circulation list item with a workflow

I am working on our new team site and one of the requirements is to have a circulations list so that we can easily track acknowledgement of new procedures and policies. I have the list up and running ...
2
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2answers
78 views

Populate field value from a look up with the same index as another column

I know the title may be confusing, but I'm not sure how to word it better. I have a column from which my users will select an value in a look up table. Based on what they have selected, I want a ...
1
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2answers
278 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 ...
1
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1answer
67 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 ...
1
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1answer
34 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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0answers
28 views

System Account canceling SPD workflows

I've created a workflow in SharePoint Designer 2007. It checks if a specific field of the item inside a query is empty, and if so, creates an item in another list. I checked the workflow in SPD, 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
137 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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0answers
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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1answer
61 views

Where do the workflow title columns available to a list view reside?

When I create a SharePoint designer workflow it adds a column with the title of the workflow to the default view on the list that displays it's status, i.e. In Progress or Completed. My question is, ...
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0answers
17 views

How do I pass a set of custom workflows to a meeting workspace after it automatically created?

I wanted set an email notification to a meeting workspace after it get created in the Calendar. Since a meeting workspace is a subsite, how would this work? In my mind, I'm thinking there must be a ...
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0answers
24 views

Workflow status page gives an error

Recently we migrated from SP 2010 to SP 2013. Our all designer and ootb approval workflows work but when i click on workflow status page it gives an error like 'An error occurred during the ...
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0answers
9 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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10 views

how to provide link to a list in dashboard for the user to create a new item

I have a list 'session Scheduler'. and another list 'Training Request' When user will create an item in Training Request it will go to manager and once manager approves A link should be there on the ...
2
votes
1answer
54 views

SharePoint 2010: Create a compilation email from multiple items

First of all, the tools I have available to me are SharePoint Designer and InfoPath, and I am much more comfortable in the former than the latter. I have a request to create a solution to facilitate ...
0
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1answer
97 views

Locking ListItems for users but not workflows

Is it possible to "softlock" a SPListItem so that a user can't edit it but a workflow he had started can do it? Background: - ListItems should only be editable by users when no workflow is running - ...
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2answers
37 views

Workflow which should run automaticly, does not

I am trying to implement a simple workflow (created in SPD 2010), which is supposed to fire an email to a user, as soon as a new list item is created. The whole process looks like this: The list ...
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0answers
146 views

Custom Workflow creates multiple tasks items when item created triggers workflow

I am brand new to sharepoint and suffice to say the journey has been somewhat problematic so far due to discovering a number of bugs with the software, such as crashes on importing a visio diagram ...
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3answers
63 views

Would it be possible to move the List Workflows(SPD) to another site?

We have created a List Workflow using SPD and moved the site to another location using Export & Import-SPWeb cmdlets. Now, we are unable to the workflow on the new site? is that expected ...
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1answer
245 views

SPD Update List Item - If “field” in Current List equals “Yes”, then Update status in List 2

I have a form library, with a SPD Custom Task associated with it for approvals. The approver just has to check a box when they approve the form. But in order for them to not get a reminder to ...
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1answer
28 views

Look values for email should not show other email id's sharepoint desginer workflow

I need to send email to 2 users in a lookup column in a row. But i dont want both email ids to display for both users when they open the email. How to do this using SharePoint designer workflows? A ...
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0answers
273 views

How to copy data form one list to another using designer workflows 2010?

I have two list named "Trial" and "Recruit". In "Trial" list i have a column named " Candidate" which is a lookup from other list. Once some user email id is added in " Candidate: column items shoud ...
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1answer
18 views

Updated Workflow

I have updated a workflow with items I have changed like who to email, and email body....but when I published it only works for documents that are newly uploaded into the library. It does not become ...
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4answers
813 views

Workflow Fails to Compile and Publish in SharePoint Designer 2010?

The SharePoint install is a SP2010 install on a 2008 R2 server. Everything is fully patched. I am running the SP Designer on the SharePoint Server directly. I have a workflow which is intended to ...
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0answers
188 views

office 365 outlook account not receiving emails from SPD workflow Send an Email action

I have made a simple workflow for Office 365 to send an email to the person who created an item in the list. But it's not sending the email to the office 365 users, instead i provide static others ...
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1answer
126 views

Restore List Workflow in SharePoint 2010?

We have created a List workflow in SharePoint 2010 associated with List-X. Mistakenly, someone has deleted the List-X and it is not even available in Recyclebin. Now, How could we reassociated the ...
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2answers
138 views

SharePoint 2010 list workflow with form action button

I have an edit item form on a list in SharePoint Designer 2010 and I want to run a specific list workflow (not site workflow) when clicked this button. How can I do this? If this is not possible, how ...
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0answers
33 views

Issue with page title after WF creates new item

I recently learned how to create a WF that automatically creates a Discussion item everytime an item in the "Issue Tracker List" is created. (see here). However, I ran into an small cosmetic issue ...
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0answers
60 views

create a workflow that takes users inputs (yes/no) adds to the attendance list for the event

How do I create a workflow or something that allows a user to create an event on the calendar with a set amount of seats. Then have people say yes or no to attending the event, have them added to a ...
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0answers
22 views

Move documents over sites using Sharepoint Designer workflow

The action available in SPD 2013 i.e. (Copy Documents) copies document to a library in the same site, but the requirement is to move it in a library located in a top level site without any custom ...
0
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1answer
46 views

Workflow Status URL in EMail

I have a list A with a workflow which starts a new task for an user. In the associated task list is a seperate workflow which sends an email to the relevant user.(We stopped sending the automatic ...
0
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0answers
15 views

Force SPD 2010 to use ListURL instead of ListID

I have a reusable Workflow, deployed in a SiteCollection (SC1) the workflow has growed up with lots of stuff. Especially some list associations. Now another SiteCollection (SC2) needs this WF ...
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0answers
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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1answer
403 views

Workflow Failed on Start (retrying)

I built a workflow with sharepoint designer to update an item in list A when an item is changed in list B. The workflow starts when the item is changed. Sometimes i get an error message: "Failed on ...
1
vote
2answers
306 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 ...
0
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2answers
44 views

WorkFlow Emailing

I have a workflow that I want to email people once the form is approved or disapproved. It emails the the person that uploaded the file, which is the person in the CC section, but does not email the ...
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2answers
184 views

deployment of designer workflow from test to production

I have created a SPD designer workflow in my test environment and want to deploy onto production. Please let me know the each steps in details as I would be doing 1st time
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1answer
357 views

Generating an email alert for new post in site feed

I am working with sharepoint online 2013 and Sharepoint designer 2013. I wanted to generate an email alert for the Site Feed App. I wanted to send an email to a group of people with the posted ...
0
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2answers
418 views

Start Workflow programmatically

We work with an Doc Library which receives the files via E-Mail. This works great, but now we want to change the filename via workflow. The problem in this situation is that the workflow doesn't start ...
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0answers
107 views

How to resolve error while trying to publish 2013 workflow via designer. Probably a workflow manager backend user account issue?

I am getting error while publishing the 2013 workflow via designer. Also, under sharepoint designer if I try to delete any workflow then the page just refreshes and the workflow does not get deleted. ...
0
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2answers
66 views

Calculate stock remaining using 2 lists

Not sure if this is possible, its quite a simple thing I'm sure, but struggling to work out how to achieve it. I have two lists, a stock list and a customer list. In the stock list I have the ...
2
votes
1answer
65 views

XOML file in Workflow in designer

How to paste that XOML file in the workflow in production in detail.I have followed the steps you given and related to that other sites.But still i did not succeeded. Please specify in detail
1
vote
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 ...
1
vote
1answer
33 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) ...
2
votes
2answers
549 views

Configurable Email Templates - SharePoint 2010 Designer Workflow

We are planning to store email templates for SP 2010 Designer Workflows in a SharePoint list. The emails which the workflow will send out will contain dynamic content, for e.g. Current user's name, ...
0
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1answer
67 views

Workflow information combine to one view/list

I current have a list setup in sharepoint, with workflow created. I have created the rule using custom workflow created in designer. 1)First guy fills in content of list and starts the workflow. 2) ...
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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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0answers
110 views

Problem with SharePoint 2013 Azure workflow deployed on production farm

I am having a problem with a SharePoint Designer 2013 workflow which has been deployed onto a production farm as part of a site feature. It is working perfectly on our development farm, upon ...
1
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1answer
820 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 ...
1
vote
1answer
72 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 ...