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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243 views

How to send an email if a field value is changed

I am working on an Issue Tracking List inside SP 2013. And I have a field named Issue Owner. I want to create a workflow that should be executed when an issue item is edited and at the same time the ...
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2answers
4k views

How do I perform an action with each item in a dictionary in a workflow?

I have a dictionary with a series of rates (percentages represented by decimals), one for each day of the week, stored in a Dictionary as numbers each titled by a day of the week. I would like to ...
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3answers
9k views

Is it possible to start a workflow only when a specific column is changed?

I created a workflow with "start on change" and I was wondering if it is possible that the worklfow only starts if a specific column of mine changes ("reminder_send"; YES; NO). Because sometimes I ...
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3answers
3k views

Getting SPD workflows to run on a daily basis

I have a workflow that I need to run on a daily basis. It's going to run in a web application hosted in Sharepoint Online, so there is no access to Central Administration. Which means the timer jobs ...
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1answer
47 views

Custom Activity for String Replace

In SharePoint 2010 designer, there is no direct option to replace the string with some other values. but in 2013, this is available. Is there any option to make this activity? I a column which is ...
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1answer
32 views

Scheduling Start Date

I have an OOTB publishing workflow on a Pages Library and I am getting issue on scheduling start date. When I put future date and time for Scheduling start date and completes the workflow, it ...
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2answers
50 views

Trigger an email when list item is updated-without using ItemEventHandlers

I need to send an email to a designated person [ Windows-AD authentication account - john@mycompany.com] whenever there is a change in the list item of my SP 2010 List. I cannot use the event receiver ...
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2answers
81 views

2013 Designer Workflow call Application Page

I am trying to figure out how or if it is possible to call an application page from inside a SPD 2013 Workflow. I tried a HttpRequest action and entered the Url of the application page. The page is ...
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2answers
6k 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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2answers
4k views

How to replace “_” and “-” in my URL string using Sharepoint Designer 2010

I have a name that will always be in this format with varying numbers of _ and - symbols. e.g. CWTE_4_3-My_Friendly_Name e.g. Inette_5-Friendly_Again I need to convert these in my sharepoint ...
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2answers
51 views

Limitations or Guidelines - Using If else loop in SharePoint Designer Workflow

Whether the below structure is possible in SharePoint Designer Workflow (On Changed)? or Are there any guidelines to implement the same in efficient way? if(condition 1) Action 1 ...
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2answers
57 views

How to move documents from one library to other

I have two document libraries one is DocLib-A and other DocLib-B I now have to move documents from library A to Library B depending on certain time period say 2 months old. If documents in Lib A are 2 ...
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1answer
204 views

Get Manager field of Active Directory from SharePoint Designer Workflow 2013

Is there any option in ShaerPoint Designer 2013 workflow to access Active Directory "Manager" field? So that we can get the manager of a user specified in particular field.
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1answer
57 views

Any tips to avoid SPD2013 crash

I am working on SP2013 on-premise standard. When I connect to a site collection and create a new workflow with SPD2013, there is no problem. Then I export the site (included the SPD workflow) and ...
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3answers
76 views

Can I show before and after values of columns in an email sent by workflow?

I am working in SharePoint Designer 2013 (the SharePoint site itself is SharePoint 2010, upgrading soon). We have a list to keep track of our tasks as a team. People can update these tasks. ...
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1answer
50 views

Workflow: Link in email causes weird behavior (e.g. “URL, URL”)

so my set up is an approval workflow onto a list. There is a column in the list that is a preview URL. I want to link users to it in the approval email. The problem is when I create a hyperlink in ...
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2answers
229 views

Workflow to send email to user once “assigned to” field is set by manager

I'm trying to create a workflow that as a step will email the user that gets set in the field "assigned to" on a task list. This will not be set by the creator, it will be set after the item is ...
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1answer
21 views

How to assoicate a SP2010 SPD workflow to a list

I need to copy a SPD workflow from Test to Production environment. I connect to two site using two SPD window and then C&P the workflow over. It seems most of the workflow content is moved ...
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1answer
3k views

How to Copy 1 List Item to a List in Another Site - SP 2010 Workflow Designer

Does anyone know how to copy a list item from 1 list to another list in a different site using SharePoint Designer for workflows? I am using SharePoint 2010 Foundation, and would prefer not to use ...
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3answers
2k 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
435 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
56 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
256 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
917 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
5k views

Generating the Word Document with SharePoint list data without using Open XML

I would like to have Word document which would be automatically filled with data stored in the SharePoint List. When data in The List would be added, changed or deleted corresponding data in Word ...
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1answer
158 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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2answers
2k views

PowerShell script to run a reusable workflow on all list Items

We came across a scenario where we want to run a reusable workflow on all List items in a list. I am not sure if this can be achieved through PowerShell. Can any one please help me to run reusable ...
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2answers
4k views

Is it possible to run single workflow instance for multiple item?

I have created a SharePoint Designer 2010 approval workflow and I am starting this workflow on item created. Now when I am adding multiple items it is starting workflow for each item but I want to ...
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1answer
3k 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
227 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
2k 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
674 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
1k 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 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
4k 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
61 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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1answer
6k 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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2answers
1k views

Workflow not triggered via custom webpart, but works if add item from UI

I have created a custom web part that insert an item into a list. I deployed this web part to production and all seems to be working well. I now created a workflow on this list in Designer. Once a ...
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2answers
9k views

Check for empty date in SPD Workflow

Question How can I check for an empty date condition in a SharePoint Designer Workflow? Background I have a list called "Project" with multiple date fields. I have a calendar called "Project ...
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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
2k 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
80 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
4k 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
31k 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
16 views

Workflow to count major versions

I need to look at the major versions for a document and send an email out when that major version count gets to a certain number. Is there a way via SharePoint 2013 designer workflow to count major ...
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1answer
37 views

Workflow using REST API returns different result from browser

In SP Online I have the following problem: The query: https://mysite/_api/search/query?querytext='contenttype:My content Type' if I query by the content-type using the browser I get the ...
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1answer
46 views

Change the From email address in a SharePoint 2013 Designer workflow

Can we change the From email address in a SharePoint 2013 workflow which was developed in SharePoint Designer? My email address is workflow@noreply, but it's different as we configured in outgoing ...
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1answer
592 views

Get URL of list item attachment from Sharepoint Designer 2010

I've found tons of questions where people are looking to get the URL of an attached file after the fact via CSOM or JSOM, or some other means. I am looking to get the URL from Sharepoint Designer, ...