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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25 views

Designer Workflow Pause until… runs at wrong time when date column modified

We have a 2013 SharePoint Designer workflow with a Pause until... action. It is based on a Date-Time column. I've set it to run both on item creation and update. The problem comes in if the user ...
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1answer
31 views

Initiate a string variable to empty

Is possible in SharePoint 2013 workflow to initiate a string variable to empty or null? Ex: Set Variable: v_temp_related to <Empty or null>
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1answer
33 views

How to insert a sentence in a list workflow email depending on a condition?

I want to use a single email to either send a new or updated item email. If I create a column containing a choice of two sentences (one indicates the email contains a new item and the other an ...
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1answer
48 views

Retrieve all items from list column in one SPD variable

I am using SharePoint Designer 2010 workflow platform. Daily our user post some press clippings in SharePoint description column, then we have to send all these descriptions in single email at the ...
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1answer
31 views

Why is my custom workflow not being shown in the associated list (SharePoint 2013)?

I am a bit new to SharePoint Designer and am having some trouble with custom workflows. I am tasked with migrating some SharePoint 2010 lists to a new SharePoint 2013 site. Due to complex workflows, ...
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1answer
68 views

How do I dynamically insert workflow GUID into URL I am building to open workflow initiation form in modal mode?

I was trying to follow the instructions in an excellent post "Open workflow initiation form in modal dialog" but did not know how to do this step: I'm able to dynamically insert the GUID of the ...
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2answers
318 views

Workflow Suspended at Email

My SharePoint 2013 workflow keeps suspending itself at the point it's supposed to send an email. The email details have been specified in Central Admin but it's still not working. When the workflow ...
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2answers
359 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
112 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
48 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
1k 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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928 views

Manually start SharePoint 2010/2013 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
332 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
247 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
457 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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1answer
1k 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
204 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
78 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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1answer
618 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
107 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
50 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
827 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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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
151 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
5k 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
279 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
2k 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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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
6k 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
303 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
411 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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3k 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
340 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
660 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
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
3k 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
3k 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
117 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
288 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
651 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
2k 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
433 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
670 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 ...