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 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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475 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
58 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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283 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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993 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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7k 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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207 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
5k 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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4k 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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264 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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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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4answers
7k views

Workflow to send reminder mail weekly if task not completed

I just got a task to create a workflow to auto send emails weekly to task owners until their task is completed. The field is called Status. My steps so far: Create a list workflow and use the ...
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718 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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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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5k 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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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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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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57 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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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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82 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
32k 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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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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68 views

SharePoint 2016 workflow management service application is missing

First of all, the work management service application is not in the new service creation list (manage service application). When I try to create a SharePoint 2013 workflow, I am not getting the ...
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27 views

Multiple columns $filter in SP designer 2013 http web service call

How can I filter on multiple columns when making a web service call in a SP 2013 designer workflow? For example if this is the url for the service call then how is the $filter part different from what ...
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13 views

Auto drop value everyday

So I have created a list that has a field that allows a user to input a rating of 1 - 4 which is then linked to another list that totals up each rating for that specific user. What I need to do is ...
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62 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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113 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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43 views

Can I use SPD workflow to copy an item's field A to the same item's field B?

On a list we have two column "Content" and "Approved Content". It is a rich html field. Whenever the list item's approval status = "Approved", the workflow will copy the "Content" value to "Approved ...
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583 views

SharePoint Designer cannot display the item

User created a a list workflow using SPD 2013 and we need to edit the workflow, but we get the following error: SharePoint Designer cannot display the item I am not sure how to troubleshoot ...
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53 views

No code workflow solution to copy document from library to another library in the site collection (but not same site)

I am trying to build a very simple SPD workflow on a document library. All i need is that when a document is uploaded, a copy of this document is copied to another library in the site collection (not ...
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37 views

How to elevate Workflow permission?

We have defined a SharePoint designer workflow in this case the workflow has full permission for CRUD operation on list called Employee. But the requirement is in conditional cases the same workflow ...
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2answers
57 views

Creating a 2010 SharePoint Workflow Condition “Is one of ” or “Starts with”

I want to create a 2010 SharePoint Designer workflow condition based on multiple options. For example, if a drop-down menu option has X, X1, X2, X3, Y, Z as a choice; I would like to create a ...
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191 views

Designer Workflow Pause until… runs at wrong time when date column modified

We have a 2013 SharePoint Designer workflow with a Pause until... action. It is based on a Date-Time column. I've set it to run both on item creation and update. The problem comes in if the user ...
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486 views

Initiate a string variable to empty

Is possible in SharePoint 2013 workflow to initiate a string variable to empty or null? Ex: Set Variable: v_temp_related to <Empty or null>
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47 views

How to insert a sentence in a list workflow email depending on a condition?

I want to use a single email to either send a new or updated item email. If I create a column containing a choice of two sentences (one indicates the email contains a new item and the other an ...
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181 views

Retrieve all items from list column in one SPD variable

I am using SharePoint Designer 2010 workflow platform. Daily our user post some press clippings in SharePoint description column, then we have to send all these descriptions in single email at the ...
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1k views

Why is my custom workflow not being shown in the associated list (SharePoint 2013)?

I am a bit new to SharePoint Designer and am having some trouble with custom workflows. I am tasked with migrating some SharePoint 2010 lists to a new SharePoint 2013 site. Due to complex workflows, ...
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322 views

How do I dynamically insert workflow GUID into URL I am building to open workflow initiation form in modal mode?

I was trying to follow the instructions in an excellent post "Open workflow initiation form in modal dialog" but did not know how to do this step: I'm able to dynamically insert the GUID of the ...
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902 views

Workflow Suspended at Email

My SharePoint 2013 workflow keeps suspending itself at the point it's supposed to send an email. The email details have been specified in Central Admin but it's still not working. When the workflow ...
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638 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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317 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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65 views

SP13: Reminder Workflow

I created a workflow and the objective is to send a reminder email to any open item 7 days prior to the deadline date. I am not sure what I am doing incorrectly. Found below is the workflow that I ...
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1answer
2k views

Check if current user belongs in group in workflow

I'm using SPD 2013, and want to know if there's a way to check if the current user is included in a group. I'm trying to use it for a conditional to either run an approval process or not. The ...
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2k views

Create a workflow that routes time-off approval requests directly to a Sharepoint calendar

I'm new to SharePoint designer, and I've created approval workflows that come pre-packaged with SP. However, my company is requesting to have a more complicated workflow in place. I need a workflow ...
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2answers
951 views

ASPX vs HTML forms

I would like to create a couple of custom new/edit forms for lists. In the past I used InfoPath but I wanted to move on to an alternative since InfoPath is going away. This would be my first attempt ...
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642 views

Further question about expanding groups in workflows

I read the earlier thread here: Custom Approval workflow Expand Groups, but I haven't had success in trying to include my own ExpandGroups field. I'm using SP Designer 2013, trying to create a 2010 ...
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566 views

Identifying workflows in a suspended state

Working in SP Online, we have a number of SPD developed workflows running against list items. Most times, these WFs run happily but there are instances when a given WF instance ends up in a Suspended ...
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811 views

How can I copy a document across team sites using SP Designer developed workflow?

I have a requirement to, via SP Designer developed workflow, copy a document from a document library in a team site to a document library in a different team site. This workflow would be manually ...