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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625 views

Get URL of list item attachment from Sharepoint Designer 2010

I've found tons of questions where people are looking to get the URL of an attached file after the fact via CSOM or JSOM, or some other means. I am looking to get the URL from Sharepoint Designer, ...
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1answer
40 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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1answer
388 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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1answer
36 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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1answer
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
39 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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1answer
144 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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1answer
271 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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1answer
42 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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1answer
152 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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1answer
626 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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1answer
249 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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2answers
710 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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2answers
586 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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1answer
253 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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1answer
61 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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1answer
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
745 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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1answer
528 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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2answers
454 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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1answer
560 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 ...
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1answer
875 views

How to send e-mail to choices made by user input through workflow

I have a list where in users can submit certain information and same is picked up by a group to resolve it. So in the user input form we have an option of "Request team" which has a list of group ...
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1answer
1k views

SharePoint Out-of-the-box approval workflow stuck In progress

I am having an issue with the out-of-the-box SharePoint 2010 approval workflow. After the workflow is associated with a document library, the user starts the workflow. The appropriate task is created ...
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2answers
313 views

Replacement for Item Level Permissions

I have a SharePoint calender list and where i have given item level permissions for each event through designer workflow using the impersonation step. But now on the production site the number of ...
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1answer
87 views

SP13 Calendar Workflow

I am new to workflows but getting better daily. I am trying to create a workflow for a calendar. I would like for the workflow to operate as follows... when user enters a entry into "Calendar A" I ...
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1answer
39 views

Workflow adds # to email addresses

I created a workflow in SharePoint Designer for a calendar that pauses until a calculated field (starttime-14) equals today, then emails people listed as Attendees and Created By. It emails the ...
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1answer
30 views

Sending a workflow email to a fax number formatted like an email

I have a workflow that will email to a specified customer using another list to look up the email address. This works well. However, when I plug in a fax number formatted like an email ...
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1answer
897 views

send email when check box changes state

I have the following requirement I have an infopath FORM where there is a check box for urgent. when this field changes to true, i.e selected, an email is sent. at first it seamed obvious and I ...
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1answer
155 views

Example of a workflow pulling lookup column data for use in a calculated value column

I'm looking for an example of a workflow using SharePoint Designer 2010 that pulls information from a lookup list or via a lookup column and places it within a hidden field for use in a calculated ...
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1answer
56 views

Using the ID Column to create customised ID value

SharePoint 2007 Standard SharePoint Designer 2007 I'd like to explore the possibilities around using the ID column in creating a customised ID value. For instance, for a change log, I'd like to use ...
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2answers
986 views

Start Workflow programmatically

We work with an Doc Library which receives the files via E-Mail. This works great, but now we want to change the filename via workflow. The problem in this situation is that the workflow doesn't start ...
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1answer
23 views

creating workflow string doesn't resolve correctly

in a workflow I am setting a local variable to the value of 2 parameters - one from the current list (works) and one from a field populated via the collect data from user task. Each time I've done ...
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1answer
212 views

workflow actions order of execution?

I came to the scenario that randomly and on very few cases, some workflow actions are not executed sequentially. Example below: Action 1 (change field X value) Action 2 (create item on another list) ...
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2answers
349 views

Send Sharepoint Alert style email via SPD Workflow

I am trying to set up a workflow that sends an email to the assigned person and those contributing to a list item when the content of that item is changed. Currently I have it working, but I am ...
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3answers
5k 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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2answers
3k views

How to find custom WorkflowInstanceID in Designer workflow?

I have a list with 3 workflows: A, B, C. I want to show their status in a single new field S. So, S should contain, for example this information: " Status of A: In Progress Status of B: In Progress ...
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4answers
7k views

Detect a new item and send an email

I am using the sharepoint 2007 designer workflow to create the following rule: If and item in the list is created, sends a mail. When I work with a library I check for the version field (if ...
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1answer
421 views

How to store TaskID for later use?

Scenario: Have a SPD2007 approval workflow designed. A task is assigned to user1 and custom emails are sent. I'm not using the ootb email notification. Once the task is completed the workflow ...
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1answer
2k views

Sharepoint 2010 workflow to update list based on multiple conditions

I'm having a little problem getting my aggregation list workflow to run correctly. I have two lists (A, B) on a site and a workflow associated to List A. My goal is to keep track of total project ...
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1answer
4k 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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1answer
33 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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1answer
26 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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2answers
404 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 ...
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1answer
803 views

Task notification email shows Due Date of “None”

The OOTB Approval workflow sends task notifications to the CC line you specify when triggered from a workflow. I've noticed in the email notification the Due By is None, even though I specify the ...
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1answer
2k 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
4k 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
4k 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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1answer
2k 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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1answer
135 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," ...