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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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
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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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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109 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
266 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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604 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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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
414 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
594 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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368 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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1answer
2k 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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1answer
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
687 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
226 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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1answer
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
492 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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1answer
785 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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17 views

Can I programmatically access the values and modified dates for appended column entries?

I have a Projects list with a multi-line text column named Progress Update set to "Append" to create a record of updates. This appended Progress Update column saves a "blank" value when a list item ...
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1answer
20 views

SharePoint Designer Workflow in app

I have a SharePoint 2013 designer workflow which I would like to add to an app. I can find no documentation on this (how to do or even if it's possible). Is this possible, and if so, how can it be ...
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36 views

Moving a SharePoint 2010 folder (with documents in it) from one document library to another

I have a document library with a lot of folders into it and i need to move them to another document library given that a site column had a certain value. The destination list was created from a ...
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1answer
54 views

Can we trigger a SP2013 WorkFlow using REST API + Jquery?

Can anyone suggest whether there is any possibility how to trigger a SP2013 WorkFlow using REST API & Jquery ?
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38 views

problem with date conversion sharepoint 2010

The following Workflow is returning the wrong date time. Can you help explain why and how to fix it? Set Variable:CurrentDay to Today Then Set Time as 00:00 for Variable:CurrentDay (Output to ...
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46 views

2013 workflow multiple value managed metadata

I've got a 2013 workflow that looks up a value in another list based upon the value in a managed metadata column. It was based on this discussion. And it is working if the column is restricted to one ...
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1answer
20 views

Sharepoint Designer and sass

I am working on Branding a Publishing Site on SharePoint Enterprise 2013 server and I am using SharePoint designer 2013 and I am looking for a way to use SASS to speed up my workflow because I am used ...
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2answers
64 views

Issue with outcome of task process defaulting to Approved

I am currently struggling with a designer workflow and hope to see if someone here has a solution. The environment is Office 365 SP 2013, so no option to use anything but SPD workflows. I have a ...
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40 views

SharePoint Designer workflow executing same lines\steps multiple time in single instance

I am working SharePoint 2010 workflow. I am facing an issue. Problem: 1) I have few workflows running on different situation 2) Out of all workflows one is set to execute on "Item Created" 3) This ...
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26 views

Update Workflow with PowerShell

I have a MOSS 2007 environment which we are upgrading to SharePoint 2013. I have a lot of Designer Workflows in 2007 that usually involve simple activities like sending mail. However some of the mail ...
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2answers
226 views

How do I add leading zeros to a variable in Sharepoint 2010 site workflow?

I'm using Sharepoint 2013, but this particular site workflow is a 2010 version. I'm trying to accomplish this in Sharepoint Designer. This workflow creates a new document, and assigns a given number ...
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132 views

Send Task Overdue email 2 days before the due date of the task SharePoint 2013 Workflow

I have created assign a task Workflow action where i have set expireddate calculated column to assign a value to createddate+7 to due date column. So now due date is set to 7 days after that task has ...
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2answers
828 views

How to Copy List item to Another list using sharepoint designer 2013 workflow

I have used this workflow action in past with designer 2007, 2010, but 2013 sharepoint designer has Copy List Item workflow action missing. i am building a workflow in 2013 deisnger, now i want to ...
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92 views

Workflow Email not Sending

I created a workflow in SPD13 to send a reminder email until task result is changed to "closed". The workflow starts and the notification date is determined by the workflow. However, the workflow ...
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0answers
54 views

Person Is Valid SharePoint User [MultiUser]

I have a list with column named 'MultiUser' [DataType: Person or Group, Multiple Selection Yes] I want to validate all the Users in List using SharePoint Designer. I can do this if there is only one ...
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7 views

Site Workflow Sharepoint 2010 calculate and ouput to field not variable

I'm trying to create a site workflow to add a date to every document in the site. I added a calculation action to a SharePoint 2010 Site Workflow. The only output offered is to workflow variable. ...
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33 views

Starting custom workflow from custom form page

I have a library which has an InfoPath form as its content type with a custom workflow built into it (example of workflow in my other question ages ago: Are sharepoint workflows always sequential?) ...
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37 views

Insert users first name from SharePoint Security Group

I created a workflow in SharePoint Designer 2010. When an item is added to a library an email gets sent to all recipients. The recipients are being pulled from a custom SharePoint group that I ...
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0answers
27 views

SharePoint 2013 Workflow - delay in process and duplicating in history on my work flow

I had delay more than 5 minuets waiting for update status or start workflow and also have many duplicates in actions like: Log in history - as in following pic
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1answer
30 views

Creating a Custom List Workflow using SharePoing Designer

I am trying to prove the concept that SharePoint can solve some of our business problems using custom lists and workflows. The scenario I have is that a manager will report a health and safety ...
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1answer
89 views

domain\username formatted address not resolving in Sharepoint Designer 2010 workflow

I have a custom list on Sharepoint 2010 that has a SPD workflow attached that sends out an email to 2 Exchange distribution groups, and a small handful of individuals. This has been working fine for a ...
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1answer
419 views

Could not write to output file 'App_Web_wrksetng.aspx.9c9699a8.z9y24ca9.dll' — 'The directory name is invalid

We are always experiencing below error after publishing a workflow. We tried to restart our server and we successfully published the workflow but after a while the error occurs again. Workflow ...
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120 views

How to URL Encode a string in SharePoint Workflow

I am working on a SharePoint 2010 workflow in SharePoint Designer. I'd like to send an email where the body contains a custom URL that would go somewhere outside SharePoint. I'd like to include ...
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83 views

Unable to register the Workflow Service with SharePoint(HTTP)

Unable to register the Workflow Service with SharePoint(HTTP) When I run the command to register: Register-SPWorkflowService -SPSite http://servername:port/ -WorkflowHostUri ...
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126 views

Sharepoint Designer 2013 crashes when I publish a workflow with a approval process action

From a few days I can no longer publish with the SharePoint Designer old and new Workflows that contain a simple approval process Action, like this -> Start Approval (7) process on Current ...