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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26 views

How do I stop my workflow from triggering email change notifications

I have a workflow that kicks off when items are added as well as modified. I also have the list set to Send e-mail when ownership is assigned." The workflow does always update a custom field every ...
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0answers
14 views

One PDF document, Many signatures

I need to pass along a PDF to many people for signature. How can I do this? The hangup is uploading the changed (recently signed) document so it can go to the next person.
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0answers
95 views

Is it possible to add a rich text field to a SharePoint 2013 site workflow initiation form?

I have what seems like a fairly simple task: Using SharePoint Designer 2013, create a site workflow with initiation form input fields that have "Rich Text" options for a multi-line text boxes (the ...
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2answers
318 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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0answers
61 views

Task List Email Reminder

I have a list of tasks with multiple tasks per user. Is there a way to send one email that lists all the tasks that still need to be completed as a weekly reminder, instead of sending one email per ...
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1answer
40 views

Copying a lookup field of the current item in workflow gives an error

I'm generating a reference number in a custom list in sharepoint designer. The process then waits for that to be set and copies the reference number across to a new entry in a tasks list. The The ...
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0answers
35 views

Need help to create Workflow on SharePoint Designer 2013

I've one list "Purchase Order" where I'm storing the data for purchase order details below are the fields. List Name = Purchase Order Order No, Order Date, Part No, Part Qty, Delivery Date, Delivery ...
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0answers
25 views

How to migrate designer and visual studio workflow?

let's say we have 2 workflow. 1 is created through SharePoint designer and another is visual studio. now want to take both to UAT. how approach of these two are different to migrate to UAT? what is ...
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61 views

SharePoint 2010 Workflow Compare Current Item to List Item

We are using Sharepoint Online with 2010 workflows. We are creating a custom resource list outside of the OTB Resource List. What I am trying to do is first have the workflow compare the current item ...
2
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1answer
44 views

Workflow only triggered on manual execution even though it's set to trigger on creation

My workflow on sharepoint doesn't execute when a new item is created in the associated list. The workflow uses a list item which contains a number and copies that into a reference number field on ...
1
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1answer
98 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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27 views

Workflow becomes completed without doing its action

Here's the scenario that that I need to do: user will upload file in the doc library. after 10 days, the file regardless if it is modified or not, will be transferred to another document library. ...
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0answers
191 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
66 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 ...
2
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3answers
2k 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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0answers
43 views

Set item property depending on count of related child items

So I have classes (parent) with enrollments as the children (Enrollment is StudentID lookup, ClassID lookup, and Registered/Waitlisted choice box). Right now, I've successfully setup the forms for ...
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0answers
25 views

SharePoint Document Library Approval workflow

In SharePoint Document Library I've created a Out Of Box workflow. Document will be uploaded by user It will go to lead once lead will approve it will go to manager once Manager will approve than ...
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0answers
60 views

Change the task in the Approval workflow

In the OOTB "Approval - SharePoint 2010" workflow, the "task" is to click Approve / Reject / Cancel, etc on an "Approval Form." (See below.) But instead of approving by clicking on a form, I want my ...
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1answer
44 views

Create subsite using an infopath form

Is it possible to create an infopath form which would allow me to create automatically a subsite when I click submit form? Can I configure workflow in that certain way or this is not possible?
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1answer
2k views

How to return field from specific workflow task as Data source in Lookup tool?

In short . . . How do I do this: ? In Step 1 of my workflow, the first action is to create/assign a task with Task ID of TaskID1. For the next action, how do I assign a field the value of a ...
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0answers
81 views

SharePoint 2010 Approval Workflow not sending emails to multiple approvers in a list

I am trying to send an email that assigns a task to multiple approvers from a list. It only sends the task email to one person in the list. I have configured the workflow ro send in parallel.
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0answers
18 views

MultiValue Send an Email Lookup

Is there a way for the Lookup that is in the body of the email to send multiple values. I have a repeating section in my form and it currently will send a seperate email for email repeating for I want ...
0
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1answer
127 views

Multi Column IF Statement or workflow solution

Lets say 30 Columns and i need a calculated Column that says IF any of the 30 columns equals yes then it equals needs help, if no do do nothing. Is there anyway to do this. Or a workflow that does the ...
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0answers
37 views

SharePoint Designer workflow: Interval between the days is -0.7

My library having StartDate and DueDate columns, with one reusable workflow is associated. Using workflow Find Interval between days action, DueDate is updating with (days between Today and StartDate ...
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4answers
247 views

Unable to edit List column which is updated by SharePoint Designer workflow

In SharePoint List I'm updating the column using SharePoint Designer Workflow 2013. For Example if I enter 40 no manually in second item then SPD 2013 will deduct from 100 an update 60 in first row ...
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0answers
13 views

Sharepoint Workflow Comparing fields/ Sharepoint Online with 2010 Workflow

I am working on a workflow for a custom resource calendar. the workflow will need to compare "Current Item Resource" against "List Item Resource". If the list has the requested resource already ...
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2answers
31 views

Are workflows sensitive to data changes?

I want to make a workflow that will move an item from one list to another once the current date exceeds the archive date. I was wondering, do workflows just save the values they are given once they ...
0
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1answer
270 views

SharePoint 2013 Designer Workflow - Let user select approver

I am facing a requirement where a user should select the approver. There is no pre configured list. The user clicks a button in a custom page, then another page has to load where user selects ...
2
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1answer
473 views

How to check workflow History in Office 365

I've created workflow on SharePoint Designer 2013 and deploye on Office 365. Want to know how to check workflow history for this
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0answers
21 views

SharePoint Designer 2007 Workflow - Maximum Number of conditions?

I am about to embark on a Workflow using SharePoint Designer 2007. One of the steps in the designer may require up to 43 or so else-if branches / conditions. Before I try and make all of them; I was ...
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0answers
26 views

Sharepoint Designer reusable Workflow not working well, some working good some working bad

I have one reusable workflow ,it is associated to sharepoint library . Library having documents .Many user are use the same workflow to finish the work. sometime workflow not performing well on items ...
0
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1answer
17 views

The Proper way to configue an “Assigned To” notification?

I can seem to wrap my mind around what is probably a simple procedure and I am hoping someone here can provide some guidance. Here is the scenario: I have a SP2010 list where the items contain a ...
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0answers
38 views

How to retrieve list item URl when Approval Status is Pending

I am creating a approval workflow, where i collect data from diffrent users in diffrent stages. My workflow logic is as follows: When new item is created and if item approval status is pending. ...
0
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1answer
51 views

SharePoint 2010 Workflow - Email

I'm fairly new to using Designer workflows. I have an email notification which goes to a line manager, and in the body of the email there is a link to the 'current item:' which is a multiple choice ...
0
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1answer
18 views

Images in Designer Email

I have a simple requirement to add an image in Designer Email. Which i added by editing the body of email in Designer. But my problem is that the our sharepoint is not internet hosted and works under ...
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0answers
27 views

SharePoint Designer Workflow - Multiple entry in single row

I've created SharePoint Designer Workflow to update the Balance Qty in same row whenever user will update Deliver Qty Deliver Date. Also activated the version history to view the previous Delivery ...
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0answers
121 views

Prevent Double Booking Office 365

I have a custom calendar which allows a user to select from a list of resources (car 1,2, and 3, conf rooms 1,2,and 3, etc.). I want to prevent double booking of any given resource based on start time ...
0
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1answer
31 views

SharePoint 2013 workflow general question

Want to know after create the workflow in SharePoint Designer 2013 for Custom List (OOTB) in SharePoint 2013, once I save and publish the workflow in SharePoint Designer it will start working for my ...
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0answers
59 views

Accessing individual elements of a field that has multiple values in a workflow

So I have a Class and the class has a field Students. Students is a lookup to the Students List that accepts multiple values. I want to build a workflow that, on item creation, will make a row in ...
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527 views

SharePoint Designer Globally Reusable Workflow Upgrade and Maintenance

We have a SharePoint designer workflow, which is globally reusable and used in sub sites in a site collection. The workflow is associated with a content type. Now for the purpose of maintenance and ...
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0answers
32 views

Search a list before “Update a List Item” in SharePoint Designer

I have created SPD 2010 workflows that have a source list A. Once an item Status = Approved a workflow sends data to another list B (used by a different team to complete their task). There are 14 ...
2
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0answers
114 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 ...
2
votes
0answers
97 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 ...
2
votes
1answer
93 views

SharePoint Designer Weekly Alert Mail

In below print screen I need to send weekly alert mail for items which have "NOT ORDERED". I don't have access for VS or TimerJob. I've only access for SharePoint Designer. Please provide steps or ...
1
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0answers
8 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. ...
0
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1answer
82 views

Need to pause a workflow email until a date, but workflow still needs to continue to run before that date

I was going to use the technique linked below to send out a reminder email on a specified date. This requires the "Pause Until" functionality. If I use this in one section of my workflow where the ...
2
votes
2answers
175 views

Alert mail for “Pending” column in List SharePoint 2013

I'm using SharePoint 2013 online. I've created one List in which one Column is Choice (Completed, Pending) column named Status. For all Item If Status is Pending, weekly one mail should fire with List ...
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0answers
63 views

SharePoint 2013 workflow AppStep not working

We have a list that we want users to only be able to add items to -- not view or edit or delete. when a user adds an item a couple of workflows kick off, one that sends an email, another that changes ...
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0answers
41 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?) ...
2
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0answers
46 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 ...