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
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
110 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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2answers
763 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 ...
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1answer
162 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
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1answer
175 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
104 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, ...
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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
387 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 ...
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1answer
149 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 ...
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0answers
104 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
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1answer
88 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 ...
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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 ...
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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 ...
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1answer
97 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 ...
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0answers
105 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 ...
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1answer
80 views

difference in workflow design in sharepoint 2010 and sharepoint foundation 2010

I am working on creating workflow to achieve the task to be approved by multiple level of approvers. I am having SharePoint Foundation 2010. I have observed the less options/facility provided by ...
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0answers
211 views

Multiple approval workflow by sharepoint 2010 foundation

I have created custom approval workflow on sharepoint2010 foundation designer, I used "Collect Data from a user" action property but it is not allowing me to start workflow automatically, it's through ...
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1answer
177 views

SharePoint 2010 workflow losing line breaks when copying to another list

I'm having some trouble with something I thought would be quite simple. I was tasked with creating an InfoPath form attached to a document library that, when submitted, would extract some data from ...
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0answers
214 views

SharePoint Designer 2010 workflows stuck on in progress

I was following this blog http://sharepointgypsy.blogspot.co.uk/2011/10/create-state-machine-workflow-with.html about SharePoint Designer 2010 state machine workflows and edited the choices in the ...
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2answers
907 views

Assign Approver based on lookup field to separate list

I am trying to make an approval workflow run off of an approver pulled from a separate list. For instance I have a SharePoint list called "access" that has a lookup of a choice field from a separate ...
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2answers
520 views

Sharepoint Designer 2013

so I'm trying to create a list workflow in sharepoint designer 2013. When i click on theok button it give me the error. Server Side activties have been updated. You need to restart SharePoint ...
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2answers
233 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
407 views

SharePoint event receiver ItemUpdating event behaves differently when a list item is updated through Workflow

I am having a SharePoint custom list which is having a designer workflow and event receiver attached to it. In the event receiver on ItemUpdating event I am having the below code to check if a ...
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3answers
636 views

Getting SPD workflows to run on a daily basis

I have a workflow that I need to run on a daily basis. It's going to run in a web application hosted in Sharepoint Online, so there is no access to Central Administration. Which means the timer jobs ...
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1answer
81 views

Infopath assembly error on publishing a simple workflow by sharepoint designer to sharepoint list

I have Sharepoint 2010 Server on windows 7 installed, and i created a simple List Workflow without any infopath form with Sharepoint Designer 2010, and i have Infopath 2010 Designer and Filler and ...
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1answer
33 views

Cannot find my Task field in Designer Workflow

I added a Column called "Release Phase" to my Task list via List Settings. I then went to my workflow in Designer and refreshed. I expected to see the Column name in "Task Field" workflow action but ...
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2answers
32 views

OverDue Custom Task is firing when it shouldn't

This Workflow is running and sending the "Overdue" email even when the % Complete field for the item is 100. Can you tell me how my logic is incorrect?
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2answers
25 views

Create more items in Workflow

I have workflow created in sharepoint designer associated with the list. When the workflow runs we need to create 10 items in another list. How to achieve this?
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1answer
2k views

How do I “roll back” to a previous version of my Workflow?

I have hosed my workflow somehow. Rather than continue to gut it in vain, I want to rollback to a previous version. How do I accomplish this?
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1answer
125 views

Where can the logs of a SP Designer workflow be viewed?

Some SharePoint Designer actions have an option to "log" a message at that point in the workflow. Where are these logs available for viewing after the workflow actually runs? I checked under the ...
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0answers
43 views

Content type inheritance on Link to Document

I'm working on a reusable workflow in SP 2010 that moves documents through our management chain, where each member of that chain provides metadata input that can't be seen by those lower in the chain. ...
0
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1answer
72 views

Possible to Change Column Default Value on Libraries through Workflow?

I have a list called IT Projects. Each item in this list is linked to Project.aspx with a different Query String passed in to filter the page depending one which project you click on. I also have a ...
0
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1answer
1k views

Workflow was canceled by System Account

I am not using impersonation. I have been able to create and run many list workflows. Now however, when I create a simple workflow on a List that has other workflows running fine, just one that says ...
2
votes
1answer
263 views

SharePoint Online 2013 Workflow to change file permission in Document Library?

1.What are my options with SPD 2013 If I want to change file permission in a workflow? 2.Where does SPO host 2013 Workfows? 3.If connecting to SPO Can I use Worklow Manager 1.0? 4.Will I need to ...
0
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1answer
92 views

Workflow Fails to start

I created a sharepoint designer workflow for list. Workflow fails for an item with error message '​ The workflow could not update the item, possibly because one or more columns for the item require a ...
0
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2answers
610 views

Workflow Timer Interval

Can I change Workflow Timer Interval value from default "every 5 minutes" to "every minutes" without impact to performace? Thanks for supprt, Best regards
1
vote
1answer
417 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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0answers
93 views

SharePoint Designer Encountered an error Verifying Form Template

Good Morning I have created many workflows, so i know how to do it. Recently, i started getting this error. I have even went back to a fresh site collection, made a simple workflow of "Send an ...
3
votes
1answer
499 views

Getting a “Content types that are available to this Document Set have been added or removed”

I am creating document sets through workflows. Edit: I just tested and I'm getting this message for manually created documents sets as well. Every new document set is showing the message: Content ...
0
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1answer
846 views

SharePoint 2010 Workflow - Send email to item owner 1 month in advance

I'm very much learning the basics of Workflows and need to carry out the following to a list of meeting 'Agenda items' with the 'Date/time' and 'Presenter(s)' (sorry that this is probably ridiculously ...
0
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1answer
87 views

Value of currency type colum is wrongly displayed in workflow email

In my list, I have a column called "Cost" which is a currency type column. When a user creates a new item in the list, I send a workflow email. In that email, I use [%Current Item:Cost%] to pull up ...
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0answers
157 views

Sharepoint designer - Collect data from user error

I am new to sharepoint workflow development. I created my workflow in sharepoint designer 2010. My problem is the following: My workflow has a few steps, in every step I use the "collect data from ...
0
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0answers
348 views

Save workflow as template not working

I need to save my reusable workflow as template in SharePoint Designer 2010. When i tried saving my workflow i am getting this error. "The server was unable to create your template. Please notify ...
0
votes
1answer
1k views

Workflow getting suspended after selecting Task outcome :Sharepoint designer Workflow 2013

Issue I am facing, Sharepoint designer List workflow Assign Task , OutCome => custom content type with three options. If statement if outcome=="someting" => go to next stage (here it is getting ...
0
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1answer
43 views

is there an online reference guide for Workflow lookup fields?

I really need a better way than trial and error of figuring out what the different Define Workflow Lookup Data source and Fields are. Is there a good book or online reference tool I could use?
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votes
2answers
384 views

Why can't I reset a Due Date in a customized Approval Workflow?

I have a customized Sharepoint 2010 Approval Workflow that has triggered a Task. I want to be able to edit the Due Date manually, but when I try, it is a Read Only field. Any help?
0
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1answer
36 views

Workflow Approval

I have attached a workflow to a form ( with infopath ). I need to add a condition in Sharepoint designer 2010 ( Workflow Approval ) : like this : If List Purchase Orders: Total Price is greather than ...
0
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1answer
325 views

How do i automatically get date and time when status of a task is changed?

How do i capture date and time when status of task is changed? I have 3 different columns Date Assigned, Date In Progress, Date Completed. When a task is assigned to a user, is there a way Date ...
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0answers
774 views

Form_URN and Current Item URL - both do not work when used in a Task email notification to provide a clickable link

I found in a few threads that I could use Form_URN in my email notifications that a task was over due, but this does not work for me. I have tried in several different workflows, so I know it isn't ...