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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33 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
69 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
109 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
499 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 ...
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1answer
319 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
113 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
410 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 ...
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1answer
199 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
823 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
613 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
70 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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vote
1answer
619 views

Need to kill all Workflows on a list in Sharepoint 2010

Can someone explain to me how to do this using Powershell?
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4answers
663 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
282 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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1answer
922 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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2answers
540 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
409 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
777 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
46 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 ...
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2answers
1k 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 ...
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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 ...
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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
450 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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4answers
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
2k 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 ...
1
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0answers
98 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 ...
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votes
2answers
716 views

Create Item task does not initiate 'On Creation' workflow in target list

Background: Using SharePoint Online 2013 / SharePoint Designer 2013 I have two lists (A & B). List A culminates by creating a new item in List B. List B has a 'on item creation' workflow. The ...
0
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1answer
144 views

Filter list on lookup column

I have a list "Events" It is related to an EventsInstructors" list, using the Related List available in SP2010. EVENTS Title EventId (number) InstructorsNeeded (number) InstructorsRegistered (Lookup ...
2
votes
1answer
171 views

SharePoint Designer 2010 - Current and Pending list values in Workflow Email

I'm building a custom workflow in SPD 2010 and I need to create an approval workflow to send designated users an email when the list is updated. The email will need to include the current list field ...
2
votes
1answer
100 views

Automatically breaking down calendar events

I'm trying to create some sort of reservation system in SharePoint using a calendar list. It's been recommend to me to create events and add a column which allows a user to claim it. From there, ...
1
vote
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 ...
0
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1answer
347 views

Content Approval Field Missing

I've gone through and enabled content approval for a given document library. I've created a new 2013 list workflow and associated it with the library. I want to add an action to set the content ...
1
vote
1answer
141 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
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0answers
103 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 ...
0
votes
1answer
86 views

Approve multiple infopath forms at the same time in few clicks

I have a system where there 45-50 infopath forms filled every month. it becomes tedious to open each and every form and approve it. Is there any way or code to approve multiple forms by selecting them ...
0
votes
2answers
2k views

Update one list when another is updated

I have two lists. List 1 is Project Dashboard (has information about different projects such as project name, status, phase percent complete, project manager, etc) and list 2 is Project Review (has ...
1
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1answer
23 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 ...
0
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1answer
95 views

Setting Repeating Fields from a Workflow

Is it possible to set the value of a multi-select box from a workflow? I am working with a workflow that copies the data from a submitted form to several other forms, and there is a multi-select box ...
1
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0answers
103 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 ...
0
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1answer
24 views

workflow branch on update/add/delete

Is there a way to branch in a list workflow created using SharePoint Designer based on how the workflow was triggered? For example, if I add a record I want to add to a variable based on the new ...