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.

learn more… | top users | synonyms

1
vote
0answers
95 views

Copying an attachment from one Custom List to another using a workflow

My initial requirement is to have column level permission in a custom list.(Set of users can see the column and set users cannot). Since SharePoint doesn't support column level permission i have ...
1
vote
0answers
45 views

How to use “matching” field from one list to the same field in another list in designer?

I have a library which has a person field for each document. I have a list which has the same columns. When a document is added to my library, I want to update all items in my list with a line of ...
1
vote
1answer
47 views

Backup of Workflow in SharePoint 2010/2013

Is there anyway in which we can take a backup of the SharePoint designer list workflow in SP2010 or SP2013? Or any workaround to do this? We were looking at replicatin a workflow from dev to test ...
1
vote
0answers
13 views

Workflow history reset whenever triggered

I'm working on SP Foundation 2010 I have a task list and whenever the task is reassigned to another person I need to track it. I've created a column called old-assigned to so whenever the task is ...
1
vote
1answer
115 views

workflow 2013 error

I have a sharepoint 2013 farm with 4 servers. I install and configure workflow manager 1.0 successfully. when I create a workflow of template workflow 2010 on my list it create and run properly. ...
1
vote
1answer
415 views

how to call asmx service from sharepoint designer workflow

i am trying to call admin asmx service from share point designer getting unauthorized error. it require admin credential but i am unable to pass admin credential from share point designer. ...
1
vote
0answers
12 views

workflow to keep record of a previous balance of a balance and add a project budget to that person once the project is acepted

How i create a workflow to keep record of a previous balance of a person's balance and add a project budget to that person's balance once the project is accepted.Also their balance can't exceed a ...
1
vote
0answers
10 views

Why does the time-date for document set members differ from the document set time-date after a move

When moving a document set from one library to a Records library via a modified ootb approval SP2010 workflow, the docset has the correct CST date and time, but its document set members are 6 hours ...
1
vote
0answers
37 views

Workflow that triggers the same workflow for the next item - works only for 10 first items

I have this scenario where I need to loop through a list of items. As workflows don't offer a looping functionality, I created a following workflow: 1. It fires when an item is changed. 2. It does its ...
1
vote
2answers
730 views

How could I have a custom task list update all start dates if an item is changed?

I'm not exactly sure how to approach this problem. I am hoping it can be solved with calculated columns or thru a workflow. If it can only be accomplished with some advanced technique beyond the ...
1
vote
0answers
34 views

Reusable workflow skipping steps

I have a very pressing issue. I have exported all site content types and columns and imported them in another sharepoint environment. There were some lookup columns that were used in the REUSABLE ...
1
vote
1answer
91 views

Get Workflow ModificationID via JavaScript Client OM

I create a dynamic link to the workflow Midification form in SharePoint 2010. I can get all of required parameters such as ItemID, ListId and Workflow InstanceId via Javascript OM. The only problem ...
1
vote
1answer
1k views

Workflow to trigger email notification when new document is added/edited not sending email

I am new to SharePoint, especially SharePoint 2013. I have created a workflow via SharePoint Designer 2013 with the following conditions- If a new document is created with the "Date Created" equaling ...
1
vote
1answer
88 views

Not able to use custom workflow template

I want to use a 2013 reusable workflow, which I have installed from a .wsp solution package. Here are the steps I took: Create very simple workflow(2013 reusable) in SPD2013 save the WF as a ...
1
vote
1answer
98 views

Issue with OOTB publishing Workflow

Yesterday I encounter a strange issue on SharePoint 2013 site I have a simple list with basic columns like Title, description, thumbnail (url of picture to displayed) on which a simple OOTB ...
1
vote
1answer
460 views

When using a field with lookup value, SharePoint says “List not found”

I have this list with a column that refers its values from another column of another list. During the workflow process, the internal status of the workflow becomes Suspended with an error: ...
1
vote
0answers
1k views

SharePoint 2010 designer workflow stuck at “Starting” status

I have created approval designer workflow on a sharepoint document library. The workflow runs when the item is created or updated. It was working for fine until last month.. Suddenly it stopped ...
1
vote
1answer
37 views

Best approach to archive the Workflow log?

We have a custom reusable workflow runs on the document library and logs the actions into a custom List. Now, we want to safely archive the workflow log. what would be the best approach? shall we do ...
1
vote
0answers
894 views

Cannot create SharePoint 2010 workflow in SharePoint Designer 2013

Has anybody encountered the error below in creating SharePoint 2010 workflows in SharePoint Designer 2013? The list of workflow actions on the server references an assembly that does not exist. ...
1
vote
0answers
495 views

Approver comments in workflow emails

I'm working with a SP '13 designer workflow which is simple. One approval task was created for a user. After this approval task, I need a email which states comments and a notification of approval or ...
1
vote
0answers
567 views

How to update an existing list item during a workflow to capture the newest list item

I have a custom build list to store status updates on a project. To add a new item, one simply click + NEW ITEM, fils in the Infopath 2013 form and clicks SAVE. Then a workflow is triggered to convert ...
1
vote
1answer
340 views

Calculating correct version after publishing major version creates new draft version of document

I created a workflow to calculate the correct version of a document, taking into account that the documents we are putting onto SharePoint already have a version number before transfer to SharePoint. ...
1
vote
0answers
166 views

sharepoint designer workflow: set outcome in case of change request

I have SharePoint Designer workflow and I've set change request and reassign button in my task form, I would like to set the outcome column into change request, or reassign status when each of them ...
1
vote
1answer
263 views

Workflow for discussion board

i'm trying to create a workflow in SPD 2010 whereby if someone responds / replies to a discussion board, it sends an email to the original creator of that thread. i created a reusable workflow with ...
1
vote
1answer
630 views

Retention policy and recurrence

I'd like to set up a retention policy in a document library so that the editor of a document recieves an e-mail when the document was not modified within the last year. Then the editor of the document ...
1
vote
0answers
146 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 ...
1
vote
1answer
197 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 ...
1
vote
0answers
113 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 ...
1
vote
0answers
115 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 ...
1
vote
0answers
227 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 ...
1
vote
0answers
252 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 ...
1
vote
1answer
450 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 ...
1
vote
0answers
45 views

Content type inheritance on Link to Document

I'm working on a reusable workflow in SP 2010 that moves documents through our management chain, where each member of that chain provides metadata input that can't be seen by those lower in the chain. ...
1
vote
0answers
139 views

SharePoint Designer Encountered an error Verifying Form Template

Good Morning I have created many workflows, so i know how to do it. Recently, i started getting this error. I have even went back to a fresh site collection, made a simple workflow of "Send an ...
1
vote
0answers
219 views

Sharepoint designer - Collect data from user error

I am new to sharepoint workflow development. I created my workflow in sharepoint designer 2010. My problem is the following: My workflow has a few steps, in every step I use the "collect data from ...
1
vote
1answer
940 views

Form_URN and Current Item URL - both do not work when used in a Task email notification to provide a clickable link

I found in a few threads that I could use Form_URN in my email notifications that a task was over due, but this does not work for me. I have tried in several different workflows, so I know it isn't ...
1
vote
0answers
1k views

Reusable workflow not showing anywhere (Sharepoint 2010)

I made a reusable workflow in Sharepoint Designer and checked that it's working in a site. Then I saved it as a template, downloaded it from the site assets, uploaded to a new site. Even after ...
1
vote
1answer
107 views

SharePoint Online ( Start automatically when an item is changed)

I have created a custom list, with an approval workflow on it. Now I want to copy the list item to another list once the workflow status changes to "Approved". So I created another workflow on the ...
1
vote
2answers
668 views

How to make it possible to set the due date in a approval/feedback workflow to current date?

I created two workflows, one based on the approval workflow and another based on the feedback workflow via SharePoint Designer 2010. When you start one of the workflows you can set a due date, but at ...
1
vote
0answers
349 views

SharePoint Designer Workflow - Manager of Manager Look-up

I have a SharePoint Designer 2010 Workflow, and I'm trying to look-up managers of managers. So far I have been able to successfully go two levels deep, but after that the workflow seems to stop ...
1
vote
0answers
88 views

Active remainder with interval between Create Date and Due Date

How to make workflow or action workflow which can find date/interval between Create Date and Due Date and send notification every day till Due Date? I will be very garteful for help. Best regards,
1
vote
1answer
28 views

Workflow not created after entering name in create list workflow dialog

I am creating a workflow in sharepoint designer 2010. After entering the name of the workflow the "create list workflow" dialog disappears but the workflow is not listed in the workflows menu.
1
vote
0answers
36 views

SharePoint 2007 - False task assignment e-mails

I am experiencing a problem with the workflow that is currently being used to manage review tasks on some document. Once the workflow starts, false task assignment e-mails are sent to the requester ...
1
vote
1answer
10k views

How to make workflow update another list item based on a calculation SP2010

I have 2 lists. One list has a quantity field and the other list has assigned quantity field. When a user create or update a new item in the list with assigned quantity. i would like to do some ...
1
vote
0answers
396 views

Ways of implementing “Change Requests” behaviour in SPD 2013 workflow

I am implementing SPD 2013 workflow and have to add possibility to change requests in every task. In SPD2010 WFs we could set the Change Requests button and it created all the behaviour behind the ...
1
vote
0answers
185 views

SharePoint Designer customized approval workflow- look up help

I am building a customized approval workflow. When the email is sent to the approver there is a link within the email that will direct the approver straight to the form that was filled out by the ...
1
vote
0answers
157 views

Workflow Lookup to multiple values

Assume a three lists as below: User (Name) Process (Title, Members) How can we lookup a person where the person is one of the process members? In short, I don't know how to lookup over an array ...
1
vote
0answers
167 views

How to assign a value to Form field from association form?

In Sharepoint 2010 Workflow, there is a Association form with two fields. When associating the workflow with list, user is populating the association fields. Now, I would like to assign the ...
1
vote
0answers
414 views

Schedule workflow or email notification

Just wondering, is there a way to schedule (e.g. 1st day of each Month) a workflow or send email notification for a list, without using powershell or C# code.
1
vote
2answers
52 views

Need help in training workflow with personalized training page

I have a training workflow requirement where the administrator uploads a document to a document library, which will initiate a training workflow. The workflow will consist of specifying which ...