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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2answers
774 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
2k 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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0answers
226 views

Sharepoint 2010 Designer workflow: assign existing survey

I have copied a form library and the corresponding task list from another site. I am in the process of recreating the workflows associated with the form. I need to assign a survey in the task list. ...
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1answer
67 views

My workflow is only kicking off an email to the first approver of a two level approver workflow

I am using the example from Laura Rogers book, Infopath Step By Step. I have built my form and Workflow identical to hers (so I thought) Here is the workflow: Step 1 Set Variable: FormLink to ...
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0answers
21 views

calling workflow from another workflow in SharePoint 2010

I have requirement where user can do multiple requests with one entry. For this I created Master and child list where child list has 6 workflows attached with it and workflow runs according to request ...
3
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1answer
671 views

Unable to edit my custom List workflow (SP Designer)

There is an existing Custom List workflow on our SharePoint 2010 Enterprise site that I can't figure out how to edit. My main goal is actually to export this workflow to be able to port it to another ...
1
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1answer
82 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 ...
1
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1answer
192 views

PowerShell script to update Task “Outcome” and “% Complete” fields

I have a problem (see Workflows do not continue after user completes a task nor do they update task outcome and percentage) that I can't get around. I thought about running a powershell script every ...
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1answer
63 views

Sharepoint 2010 Designer Workflow Help

I cannot seem to figure out how to get a workflow to work the way I think it should work, and need some help or some suggestions as to how I can go about creating a workflow. Effectively for a certain ...
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0answers
15 views

Check for first time a choice field changes

When a status is changed to "failed" the first time, I want to create an item in a list. However, if the document is edited with the status still "failed", I do not want to create a new list item. ...
2
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0answers
198 views

SharePoint Custom NewForm and EditForm Redirect to Workflow Initiation Page

I need assistance with redirecting my custom newform.aspx and editform.aspx to a custom sharepoint designer workflow initiation page. I've been testing form action buttons in both new and edit form ...
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2answers
440 views

Why sharepoint 2013 workflow canceles without any error?

I install and configure workflow manager and register it to sharepoint 2013. I create a very simple workflow to set a column. and I set that workflow can start automatically when an item added or ...
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2answers
88 views

Creating a dynamic list workflow?

I have a list with a multiple choice column - 'Department'(dropdown). I essentially need to send out an email notification to the department group (Sharepoint Security group) depending on which ...
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1answer
89 views

Task Status out of sync with actual Status sharepoint 2010

I have a Workflow that Collects Data from a user. The problem is, the workflow isn't continuing/updating the status/outcome of the actual workflow once the task is completed. The workflow looks like ...
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0answers
32 views

Do sth for each User which is assigned in a multiple choice column

I have a List where you can specify one or more than one Users in a column called "Responsible". Now i want to make a eg.:Task for each User selected in that column with sharepoint designer. ...
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1answer
67 views

Why is “Task Status” being set to “Reassign Task”

This is so bizarre. I have a workflow that is a custom Approval workflow and enables users to Request Changes and to Reassign Tasks too. So I just realized instead of actually reassigning the task, ...
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0answers
107 views

Sending Content Approval notification aka Content Approval looping

There's probably a straightforward answer to this, but I can't think what it is! I have a list set to require content approval on new item/item edit. Against this list, I have a WF running to send ...
5
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2answers
451 views

Please suggest SharePoint 2013 certifications

Currently i am working on SharePoint 2013 environment as SharePoint Administrator Have done 70-667 Microsoft Office SharePoint Configuring and 70-536 Microsoft .NET frame work application ...
0
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1answer
283 views

Create an approval email workflow that inserts list item

I'm trying to create a workflow that will send out emails to users after someone creates an item in a document library or list. The user will receive the email in outlook and will use the voting ...
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0answers
107 views

SharePoint list item workflow add permission fail with multi-user in “User or Group Field”

I'm trying to make a personal calendar with sharepoint calendar view's filter conditions with "connect to outlook" feature, but it does not work(in the sharepoint view it's ok, but in outlook it ...
2
votes
1answer
339 views

Lock item when approval starts

I am making a Custom List that would route for an approval when the user wants to. When an item is routed for approval, I want the item to be locked for editing. How can I achieve that? I am only ...
1
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1answer
187 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 ...
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0answers
35 views

workflows have same name in Sharepoint Designer 2010

We recently upgraded to SharePoint 2010 and thus I upgraded from SharePoint Designer 2007 to SharePoint Designer 2010. In Designer 2007, I had created copies of a workflow to keep backups. I changed ...
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2answers
711 views

Workflow files won't “Check In”, can't “Undo Checkout”

I have a problem in SharePoint 2010 where if I'm creating a SPD workflow to a list, that just has it run automatically and log "Hi" in the history list, it won't 'run' because the files show as ...
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3answers
2k views

SharePoint Designer 2010 Workflow not emailing SharePoint Group members

SharePoint is returning a "Coercion warning: user or group does not have a valid e-mail address." when I attempt to target a SharePoint Group with users inside it via a SharePoint Designer 2010 ...
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0answers
20 views

Permissions based on task outcome

I have a custom item list with an associated workflow. In the workflow, there is an approval needed. I set up a task for this. Based on the approval status I want the user to be able to edit ...
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1answer
547 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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0answers
90 views

Enhanced Text Field in list Sending Format Errors in Email from SharePoint 2010

I have a workflow generating an automatic email to my customers. Within this email, I am bringing in the body of the email which contains tables, links, pics ect. I am using an Enhanced Text field to ...
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0answers
67 views

How to send email to a user referenced in a top-level lookup table in SPD workflow?

SharePoint 2010: I got a SharePoint Designer workflow attached to a custom list [A]. [A] has a lookup field [L] to a top-level (site collection root) list [B] which has a column of type "Person or ...
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1answer
498 views

Need to kill all Workflows on a list in Sharepoint 2010

Can someone explain to me how to do this using Powershell?
0
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4answers
555 views

Form URL in Sharepoint Workflow Email

I have a workflow setup to run when I submit an infopath form. I am trying to create a HyperLink in the email to the infopath form using [%Current Item:URL Path%] However it generates this url ...
1
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1answer
258 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 ...
0
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1answer
799 views

Workflow failed to get user profile for user when using SharePoint Designer- Just some particular users

When running send email activity in SharePoint Designer 2010 - Data Source: User Profiles, I see that some users get "Workflow failed to get user profile for user" while others are just fine. I also ...
5
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1answer
1k views

Importing a SharePoint 2013 workflow in Visual Studio

I'm creating a simple workflow in Visual Studio: I can deploy it, and it works. I then try to open it with SharePoint designer: However, the steps/activities/stages are missing. How come I'm not ...
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0answers
150 views

Question regarding office 365/SharePoint online + workflow and external lists

I have two questions I need help with please. 1)Is it possible for a SharePoint online list workflow to update an external list in SharePoint online? IE When an item status has changed in a ...
1
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2answers
497 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 ...
1
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1answer
354 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 ...
0
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1answer
2k views

Workflow Error Coercion Failed

I have a huge problem. We created a Sharepoint Designer Workflow. It works fine for more than one month. Yesterday we got an error message: Coercion Failed: Unable to transform the input lookup ...
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2answers
694 views

Refer to a Group in an 'If Modified By…' Workflow Action

I want to have a workflow that only allows a certain change to be made by certain people: I only want people in the permissions group Library Authorisers to be able to save a document after changing ...
0
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1answer
28 views

SPD-Workflow: how to send an email to username stroed in variable

How do I send an email to a user whose username is stored in a string variable? Do I need to lookup the email address first? how? thanks!
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0answers
42 views

Sharepoint Designer Workflow when item is published

I see that Designer has the option to see the approval status of an item, however how can i see if an item is published or not... I have a wiki page library and i want to run some logic when the user ...
0
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2answers
1k views

How to delete a Workflow History list?

I have a workflow history list that I keep accidentally using to create new workflows, but it is corrupt so I spend a lot of time recreating workflows because I can't figure out how to delete it, and ...
0
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2answers
954 views

Sharepoint package installation - Feature is not visible in Site collection -> settings

I am not very experienced with Sharepoint 2010 and I am having trouble installing a package. I downloaded a package from "iLove SharePoint" as I need to call web service from a workflow. The package ...
0
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1answer
23 views

What will happen if I upload a spreadsheet into a list with a workflow set to start for each new item?

This is a theoretical question at this point, but important for the design of a process I am being asked to spec. I am designing a process such that the source material for a list will be generated ...
1
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1answer
1k 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 ...
0
votes
2answers
1k views

Workflow won't automatically start. Initiation Parameter the problem?

My System Account is the one I used to publish the workflow. It is supposed to start when a list item is created or changed, and I've also selected allow to be started manually. I try to test it ...
0
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1answer
416 views

Cannot run a Workflow against a list - Failed on Start

I migrated our server to a new domain and we also moved our AD. Since then life has been interesting. We were able to recover the Lists, but our Workflows are broken, and even creating NEW workflows ...
0
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1answer
17 views

Why can't I open my List in Designer after Domain move?

We moved our Content DB to a new server in a new forest in a new domain. I can access the List using Internet Explorer, but when I click on the list in Designer I see the following error: This ...
1
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3answers
1k views

SharePoint 2013 Workflows List does not exist error

I am creating a SharePoint Designer 2013 workflow and I encountered an error which suspends my workflow. I've noticed that it only occures when I reference a lookup column to another list. The error ...
0
votes
2answers
1k views

Save as Template is not enabled - move workflow between site collections

I have several list workflows I want to move from one domain to another. I can't use the Export as Visio because it says I need to use Save as Template instead. I select the workflow in Designer and ...