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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1answer
23 views

What will happen if I upload a spreadsheet into a list with a workflow set to start for each new item?

This is a theoretical question at this point, but important for the design of a process I am being asked to spec. I am designing a process such that the source material for a list will be generated ...
1
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1answer
638 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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2answers
737 views

Workflow won't automatically start. Initiation Parameter the problem?

My System Account is the one I used to publish the workflow. It is supposed to start when a list item is created or changed, and I've also selected allow to be started manually. I try to test it ...
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1answer
290 views

Cannot run a Workflow against a list - Failed on Start

I migrated our server to a new domain and we also moved our AD. Since then life has been interesting. We were able to recover the Lists, but our Workflows are broken, and even creating NEW workflows ...
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1answer
17 views

Why can't I open my List in Designer after Domain move?

We moved our Content DB to a new server in a new forest in a new domain. I can access the List using Internet Explorer, but when I click on the list in Designer I see the following error: This ...
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2answers
739 views

SharePoint 2013 Workflows List does not exist error

I am creating a SharePoint Designer 2013 workflow and I encountered an error which suspends my workflow. I've noticed that it only occures when I reference a lookup column to another list. The error ...
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2answers
710 views

Save as Template is not enabled - move workflow between site collections

I have several list workflows I want to move from one domain to another. I can't use the Export as Visio because it says I need to use Save as Template instead. I select the workflow in Designer and ...
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0answers
59 views

mailto in Workflow emails

I'm using SharePoint 2007 and I have created a workflow to send a reminder email to the owner of the item a few days before the due date. I'm using <a href="mailto:someone@somewhere.com?">Some ...
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0answers
221 views

Passing SPD workflow variable to a task list item

I'm possibly having a dense moment, but I'm struggling to find a way of passing a SPD2013 workflow variable from the WF that assigns a task to a column in that related task list. I'm creating an ...
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0answers
26 views

Set Field to user who approved task

I have a custom task that gets assigned to a group (2 people) The ExpandGroups field is set to YES. Each user will be assigned a task individually. If one user approves their task before the other, ...
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2answers
511 views

Create Item task does not initiate 'On Creation' workflow in target list

Background: Using SharePoint Online 2013 / SharePoint Designer 2013 I have two lists (A & B). List A culminates by creating a new item in List B. List B has a 'on item creation' workflow. The ...
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1answer
68 views

Filter list on lookup column

I have a list "Events" It is related to an EventsInstructors" list, using the Related List available in SP2010. EVENTS Title EventId (number) InstructorsNeeded (number) InstructorsRegistered (Lookup ...
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1answer
137 views

SharePoint Designer 2010 - Current and Pending list values in Workflow Email

I'm building a custom workflow in SPD 2010 and I need to create an approval workflow to send designated users an email when the list is updated. The email will need to include the current list field ...
2
votes
1answer
86 views

Automatically breaking down calendar events

I'm trying to create some sort of reservation system in SharePoint using a calendar list. It's been recommend to me to create events and add a column which allows a user to claim it. From there, ...
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0answers
315 views

Triggering workflow on field change using 'Wait for field change in current item' task

I am working with list workflows using SPD2013 and SharePoint Online 2013... I have a couple of workflows running off list items in a certain list, the first of which I want to trigger the second, ...
1
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1answer
31 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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0answers
9 views

SharePoint 2007 Display all workflows and web parts for a site

We're beginning to work through a SharePoint 2007 to 2010 migration. Our SharePoint 2007 environment was very "wild west" and a lot of custom workflows, web parts, and code were introduced. Current ...
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1answer
207 views

Content Approval Field Missing

I've gone through and enabled content approval for a given document library. I've created a new 2013 list workflow and associated it with the library. I want to add an action to set the content ...
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0answers
110 views

Custom task outcome actions

I have a straightforward SPD2013 workflow which starts a Task Process. Using a custom Task Content Type I have added customised task outcome buttons to the task edit form. However, which ever one of ...
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0answers
284 views

Workflows “Failed to Start” and Canceled by System Administrator.

I have many workflows that work great. I was creating them even last night. Today, even after several reboots, I can NOT create any type of workflow in my site collection, and actually get it to run. ...
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0answers
53 views

In SharePoint workflow on Rejected request; I need to make the comment field required

In SharePoint workflow on Rejected request; I need to make the comment field required. How do I do that?
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1answer
101 views

SharePoint Designer 2007 Workflow - Copy list items based on common field

I have 2 lists. One is a master job tracker, the second is a job activity tracker. Jobs are assigned numbers, based on that number, if an activity is created in list 2, I want to pull certain fields ...
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0answers
82 views

is it possible to have a sharepoint workflow that can dynamically switch content types?

I have a document library that contains 5 content types ( different word documents that have quickparts in them ) I have another list that has some customer information. I want to start my workflow ...
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1answer
77 views

Approve multiple infopath forms at the same time in few clicks

I have a system where there 45-50 infopath forms filled every month. it becomes tedious to open each and every form and approve it. Is there any way or code to approve multiple forms by selecting them ...
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2answers
652 views

Update one list when another is updated

I have two lists. List 1 is Project Dashboard (has information about different projects such as project name, status, phase percent complete, project manager, etc) and list 2 is Project Review (has ...
1
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1answer
20 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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1answer
80 views

Setting Repeating Fields from a Workflow

Is it possible to set the value of a multi-select box from a workflow? I am working with a workflow that copies the data from a submitted form to several other forms, and there is a multi-select box ...
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0answers
17 views

Creating Item in Form Library From Workflow

I am trying to use a workflow to create an item, and I am having some issues. I am trying to create an item in a form library, and I am setting a few of the basic data fields that have been promoted. ...
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0answers
174 views

“Collect data from user” action creating new record with blank values in sharepoint 2010 foundation

I have created custom approval workflow on sharepoint2010 foundation designer, I have used "Collect data from user" action and its creating new record with blank values when new item is created by ...
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0answers
71 views

Sharepoint 2013 workflow not firing when document checked in but works if checked out

We have a document library that has both Document sets and Documents. We also have a Workflow that is manually started by the user on any item in this library. The problem we are having is that the ...
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1answer
22 views

workflow branch on update/add/delete

Is there a way to branch in a list workflow created using SharePoint Designer based on how the workflow was triggered? For example, if I add a record I want to add to a variable based on the new ...
0
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1answer
61 views

difference in workflow design in sharepoint 2010 and sharepoint foundation 2010

I am working on creating workflow to achieve the task to be approved by multiple level of approvers. I am having SharePoint Foundation 2010. I have observed the less options/facility provided by ...
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0answers
163 views

Multiple approval workflow by sharepoint 2010 foundation

I have created custom approval workflow on sharepoint2010 foundation designer, I used "Collect Data from a user" action property but it is not allowing me to start workflow automatically, it's through ...
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1answer
94 views

SharePoint 2010 workflow losing line breaks when copying to another list

I'm having some trouble with something I thought would be quite simple. I was tasked with creating an InfoPath form attached to a document library that, when submitted, would extract some data from ...
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0answers
34 views

Exiting a Workflow

This seems like it should be fairly easy, but I have yet to find anything about it online. I have a form that I am submitting to a SharePoint form library, and I am working with the workflow to get ...
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0answers
158 views

SharePoint Designer 2010 workflows stuck on in progress

I was following this blog http://sharepointgypsy.blogspot.co.uk/2011/10/create-state-machine-workflow-with.html about SharePoint Designer 2010 state machine workflows and edited the choices in the ...
0
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1answer
403 views

Assign Approver based on lookup field to separate list

I am trying to make an approval workflow run off of an approver pulled from a separate list. For instance I have a SharePoint list called "access" that has a lookup of a choice field from a separate ...
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2answers
329 views

Sharepoint Designer 2013

so I'm trying to create a list workflow in sharepoint designer 2013. When i click on theok button it give me the error. Server Side activties have been updated. You need to restart SharePoint ...
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0answers
158 views

Document Library Approval. Changing who can see Drafts, Moving Approved Documents and Reporting and Filtering on MetaData

Referrings to this Post regarding Document Approval, who can see drafts and now reporting on approved document MetaData. ...
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2answers
170 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 ...
1
vote
1answer
326 views

SharePoint event receiver ItemUpdating event behaves differently when a list item is updated through Workflow

I am having a SharePoint custom list which is having a designer workflow and event receiver attached to it. In the event receiver on ItemUpdating event I am having the below code to check if a ...
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0answers
27 views

How to determine Workflow size programmatically

I'm trying to find out programmatically a metric to define the complexity of a given workflow. I tryed to look on items like: SPWorkflow SPWorkflowAssociation SPWorkflowTemplate SPWorkflowManager ...
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vote
2answers
350 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 ...
0
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1answer
62 views

Infopath assembly error on publishing a simple workflow by sharepoint designer to sharepoint list

I have Sharepoint 2010 Server on windows 7 installed, and i created a simple List Workflow without any infopath form with Sharepoint Designer 2010, and i have Infopath 2010 Designer and Filler and ...
0
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1answer
28 views

Cannot find my Task field in Designer Workflow

I added a Column called "Release Phase" to my Task list via List Settings. I then went to my workflow in Designer and refreshed. I expected to see the Column name in "Task Field" workflow action but ...
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2answers
27 views

OverDue Custom Task is firing when it shouldn't

This Workflow is running and sending the "Overdue" email even when the % Complete field for the item is 100. Can you tell me how my logic is incorrect?
0
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2answers
24 views

Create more items in Workflow

I have workflow created in sharepoint designer associated with the list. When the workflow runs we need to create 10 items in another list. How to achieve this?
1
vote
1answer
849 views

How do I “roll back” to a previous version of my Workflow?

I have hosed my workflow somehow. Rather than continue to gut it in vain, I want to rollback to a previous version. How do I accomplish this?
0
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1answer
49 views

Where can the logs of a SP Designer workflow be viewed?

Some SharePoint Designer actions have an option to "log" a message at that point in the workflow. Where are these logs available for viewing after the workflow actually runs? I checked under the ...
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0answers
101 views

(0, 0) Activity 'ID3258' validation failed

I'm in deep trouble. My workflow stopped compiling. I get this error: (0, 0) Activity 'ID3258' validation failed: Path resolved to Referenced activity Property 'ReturnValue' whose PropertyType ...