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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101 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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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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2answers
774 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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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
130 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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3answers
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
231 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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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
247 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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373 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
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 ...
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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
25 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
311 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
610 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
1k 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
1k 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
113 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
271 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
618 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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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
419 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
624 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
376 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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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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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' ...
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1answer
71 views

How can I only perform an action once on workflow that starts when an item is changed?

I have a custom workflow that starts whenever an item is changed on a list. It sends an email when someone is added to the People and Groups field. However the email sends every time the item is ...
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1answer
1k 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
712 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
236 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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11k 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
4k 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
500 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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1k 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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796 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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19 views

Post to Microfeed using SPD 2013 Workflow

I tried to create a new post in our Microfeed/newsfeed in Sharepoint 2013 using a Sharepoint Designer workflow. My idea was to create a list item in the list with the "Create item" action. When ...
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25 views

Reading a value from site collection list inside my workflow

I have created a site template which have a workflow inside it.and inside the template there is a workflow, now i need the workflow to be dynamic in a way that can work with newly added sites. the ...
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21 views

Sending email from workflow concatinated with task id

I have a custom web part that approves a task. I want to send an email from the workflow that includes the link of the web part and task id. So that the moment I click that link the web part will be ...
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16 views

Get all replies to post in NewsFeed

I have a workflow that sends an email to users when a new post gets added to a newsfeed. From looking at the MicroFeed list I can see that column MicroBlogType contain a 2 for posts and a 4 for ...
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35 views

Sharepoint Designer encountered an error generating the task form

I have made some minor changes on Approval workflow in the production environment using the SharePoint Designer 2013. This workflow was working properly earlier. It shows The workflow contains ...