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

0
votes
0answers
81 views

Copying an item from one document library to another document library 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
84 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 ...
0
votes
2answers
2k views

Is it possible to update multiple list items with a workflow?

I have a list which contains a value that I would like copied to all items in another list that share the same "Owner" field. This works with the Update List Item action if I set it to match ...
0
votes
0answers
9 views

How do I select multiple people from a list based upon a filter in a workflow? (SharePoint 2007)

I have a SharePoint list with assignments of individual persons to a specific real property. Any single property will have 1 or more people associated with it. The people assigned to any given ...
0
votes
0answers
98 views

SharePoint Designer Issue while updating Multiple Line of Text Column

I am facing one issue in SharePoint Designer workflow. I have a field with type Multiple Line of text "Enhanced rich text (Rich text with pictures, tables, and hyperlinks)". Now when I am trying to ...
0
votes
0answers
58 views

SharePoint 2010 designer approval workflow On Hold issue

I have to create a SharePoint 2010 Designer Approval workflow in which I have to add a button called "On Hold" and When user clicks on it whole approval process will be stopped until some Date. Right ...
0
votes
1answer
29 views

How do I know that which server processes my custom workflow in SharePoint 2010?

Microsoft SharePoint Foundation Workflow Timer Service is running on all the servers(2WFEs + 2APPs), How do I make sure that my custom workflow(SPD) is running on the specific server? I was trying to ...
0
votes
0answers
529 views

sharepoint designer workflow does not start automatically

I have created workflow for a list. When I select manual start in workflow setting, workflow work fine after manually doing it. But if I select "start workflow automatically when item get created and ...
0
votes
0answers
46 views

In approval workflow SharePoint2013 based on current user's assign to a specific approver group

I have an use case for SharePoint2013 workflow. Consider there are 3 user groups (ManagerGroup, SeniorManagerGroup, TempUserGroup). ManagerGroup's approver group is ManagerGroup except for the ...
0
votes
0answers
34 views

Workflow status appears as pending even though task outcome has been registered as approved. How do I fix this?

I have a custom workflow that choses the approver from a list based on the department that the document is assigned to. It works in my on prem test environment but not in my O365 production ...
0
votes
0answers
39 views

sending email reminder through workflows stop after midnight

I have created SP2010 Designer Workflow for Email Notification reminder after 2 hours In that case I have created two workflows for Send notification after pause of 2 hours which fires on item ...
0
votes
0answers
82 views

Approval Workflow send email to participants with allocated task

I'm using the oob SharePoint approval workflow and set the workflow to reject if it gets changed. I need to send an email to the Approvers should the workflow come to an end if the document gets ...
2
votes
2answers
376 views

Alternatives to SharePoint 2013 deprecated workflow actions

I've just realized that in SP2013 workflows, a lot of actions (and some condition too) have been deprecated and when targeting the new workflow platform (WF4), they are simply not available anymore. ...
0
votes
1answer
187 views

Remove spaces from column

I am not sure if this is can be done with a calculated column or with a sharepoint designer workflow, therefore I used both tags. Basically I need a way to remove all spaces from an existing column. ...
0
votes
1answer
165 views

show progress bar or loading image while running spd 2010 workflow

I have a SP 2010 custom list which is fetching data from multiple lists. So I have written a workflow in SP Designer to get data (auto populate) from all lists. It's working fine, but taking more ...
0
votes
0answers
29 views

Is it possible that SharePoint 2010 Approval Workflow returning value to SharePoint 2013 Workflow?

I have a requirement in which I have to create a SharePoint 2013 Designer Workflow and in that I have to call SharePoint 2010 Approval Workflow and from the output of Approval Workflow i.e. Approved ...
3
votes
1answer
962 views

Sharepoint 2013 designer workflow error 401

I have created a designer workflow in SharePoint 2013 and i have published the workflow as a non system account (as required).But when i check the status of the workflow it say internal status ...
0
votes
0answers
12 views

Can a wokflow created by SharePoint Designer be restarted from where it got terminated?

I have a workflow created with SharePoint Designer. Sometimes the workflow becomes non-responsive and terminates deleting all the tasks and states for the workflow. From this link I gather that a ...
0
votes
1answer
22 views

What is the proper way to push a variable into a “person or group” field with a workflow?

I want to capture a person field as a variable and then use that variable to update another person field. Both are limited to one person, if that makes it any easier.
1
vote
0answers
41 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 ...
0
votes
0answers
148 views

Creating recurring task workflows

So I'm looking at How to Create a Recurring Task Workflow via Sharepoint Designer 2010. Good content, but the recurrence is something the user will have to set via a choice (None, Daily, Weekly, ...
0
votes
0answers
43 views

sharepoint 2013 workflow triggered by 2010 approval workflow

I am stymied - we are on O365 - All i need to do is capture the fact that the 2010 approval workflow has approved a document - i will then copy the content to another list with a simple 2013 designer ...
0
votes
1answer
478 views

Send email on multiple items selected

I have very specific requirement. Before i explain, please note that i can not use server side object model. I have to complete the task using client side and Designer. Below are the things which i ...
0
votes
1answer
251 views

Using workflow and BCS to sync external data - CRUD

I'm new to SharePoint and trying to get BCS working with external content. I need to "replicate" native list to an external SQL DB for my project. So I use the crated/changed workflow start options ...
2
votes
1answer
688 views

Can a workflow be used to update a column's choice field values?

For example, I have a topic column that has 3 choices with the ability for user to "fill-in" their own topic. What i'd like to know is it possible to use workflows (or some OOB functionality) to ...
1
vote
1answer
41 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 ...
2
votes
1answer
95 views

SharePoint 2013 Workflow create Folder (Problem with name / title)

I've got actually the same problem like in that post: Item name / title when creating a folder But I wanna fix it without a code solution. Is there any chance to fix it with one SP 2013 Workflow? The ...
0
votes
0answers
71 views

How to get Task Id in Sharepoint Designer 2007 Workflow

I have created workflow using sharepoint designer 2007. I want to send mail to user with the reference of task which is allocated to his/her. I have created custom mail format for that in which there ...
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 ...
2
votes
2answers
438 views

Under what permission does Workflow run?

I would like to know under which account does the workflow run when:- Start manually Automatically on item added/changed And under account does an impersonation step run?
1
vote
1answer
276 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 ...
0
votes
0answers
126 views

Help creating a circulation list item with a workflow

I am working on our new team site and one of the requirements is to have a circulations list so that we can easily track acknowledgement of new procedures and policies. I have the list up and running ...
2
votes
2answers
81 views

Populate field value from a look up with the same index as another column

I know the title may be confusing, but I'm not sure how to word it better. I have a column from which my users will select an value in a look up table. Based on what they have selected, I want a ...
1
vote
2answers
605 views

Send email to external address using SPD2013 workflow

I am trying to determine whether it is actually possible to send a SPD designer 2013 workflow to an external email address where SharePoint Online is being used. I have seen various fora posts and ...
1
vote
1answer
74 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 ...
1
vote
1answer
35 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 ...
0
votes
0answers
31 views

System Account canceling SPD workflows

I've created a workflow in SharePoint Designer 2007. It checks if a specific field of the item inside a query is empty, and if so, creates an item in another list. I checked the workflow in SPD, and ...
1
vote
1answer
112 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
298 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
11 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 ...
0
votes
1answer
96 views

Where do the workflow title columns available to a list view reside?

When I create a SharePoint designer workflow it adds a column with the title of the workflow to the default view on the list that displays it's status, i.e. In Progress or Completed. My question is, ...
0
votes
0answers
23 views

How do I pass a set of custom workflows to a meeting workspace after it automatically created?

I wanted set an email notification to a meeting workspace after it get created in the Calendar. Since a meeting workspace is a subsite, how would this work? In my mind, I'm thinking there must be a ...
0
votes
0answers
33 views

Workflow status page gives an error

Recently we migrated from SP 2010 to SP 2013. Our all designer and ootb approval workflows work but when i click on workflow status page it gives an error like 'An error occurred during the ...
1
vote
0answers
9 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 ...
0
votes
0answers
12 views

how to provide link to a list in dashboard for the user to create a new item

I have a list 'session Scheduler'. and another list 'Training Request' When user will create an item in Training Request it will go to manager and once manager approves A link should be there on the ...
2
votes
1answer
70 views

SharePoint 2010: Create a compilation email from multiple items

First of all, the tools I have available to me are SharePoint Designer and InfoPath, and I am much more comfortable in the former than the latter. I have a request to create a solution to facilitate ...
0
votes
1answer
119 views

Locking ListItems for users but not workflows

Is it possible to "softlock" a SPListItem so that a user can't edit it but a workflow he had started can do it? Background: - ListItems should only be editable by users when no workflow is running - ...
0
votes
2answers
41 views

Workflow which should run automaticly, does not

I am trying to implement a simple workflow (created in SPD 2010), which is supposed to fire an email to a user, as soon as a new list item is created. The whole process looks like this: The list ...
0
votes
0answers
268 views

Custom Workflow creates multiple tasks items when item created triggers workflow

I am brand new to sharepoint and suffice to say the journey has been somewhat problematic so far due to discovering a number of bugs with the software, such as crashes on importing a visio diagram ...
0
votes
3answers
77 views

Would it be possible to move the List Workflows(SPD) to another site?

We have created a List Workflow using SPD and moved the site to another location using Export & Import-SPWeb cmdlets. Now, we are unable to the workflow on the new site? is that expected ...