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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1k views

Manually start SharePoint 2010/2013 workflow in SharePoint 2013 farm?

Is it just my SharePoint 2013 environment or does anyone else experience the follow issue: a SharePoint 2010 workflow attached to a SharePoint 2013 list cannot be started manually for individual ...
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20 views

Formulas not working in workflow generated word document

Im trying to generate a document in a document library from a workflow thats activated within a list based off of these instructions ...
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12 views

SP 2010 Workflow to validate Modified by in list1 with prepopulated people picker column in list2 return is updated yes/no field

I'm trying to write a workflow for when a user says Yes or No in one list it updates a prepopulated list with all of the folks who are required to validate they have read a handbook. I'm getting lost ...
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2answers
1k views

SharePoint workflow list item permission

I'm working on a 2010 workflow that runs when an item is created and should grant a user read/edit access to that specific list item. The list admins will have full control but the users will have ...
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3answers
1k views

which one is better considering performance, workflow or event receiver?

Using events like ItemAdded, ItemUpdated which one has the good performance on custom list. What can be preferred considering there are large lists?
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0answers
17 views

Is there a way to start a workflow on library item despite of library item beeing locked for shared use by another user?

We have library of documents called "procedures". By starting custom workflow on documents (procedures) of this library users can start a workflow which creates a new item in list called ...
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37 views

Workflow 2010 set list item permission

I have a sharepoint 2013 list set up with two kinds of users (Approver and Employees) needing access: Approvers - need full control on the list/site Employees - can only have edit/read access to ...
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1answer
123 views

How do I use property bag in Sharepoint designer Workflow

Is it possible to store and retrieve values from property bags in sharepoint designer workflows. Thanks Swayam
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124 views

Creating new discussion using designer 2010 workflow not showing discussion item correctly

I have created a designer 2010 workflow in SPD 2013 which will create a discussion in discussion board when a user will add an item to my custom list. Now item is created but when I checked its root ...
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1answer
1k 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
394 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
124 views

how to set a workflow to check for modified date

I'm trying to create an SP2010 workflow that does this: check document modified date, if modified date is more than 365 days old, send email, pause for 15 days, check document modified date, if ...
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1answer
319 views

SharePoint Designer Workflows read .XOML file programmically using c#

I need to get list of all the workflows using a custom activity. I visited a workflow using designer and have the name of the activity. I just need to read that xoml file and see whether that file ...
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1answer
20 views

Workflow or what ? - Help understanding the good way to create it

I'm using SPD to create my workflow. I was asking to create a process like this (holidays) : People1 create a item in a custom list, and People1 fill a field with a people picker with People2. Then ...
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64 views

Store Task List Item Attachment to Directory At End of Workflow

I am trying to develop a workflow using SharePoint 2010 Foundation, that moves a task list item with a PDF attachment from list to list, going from one department to another. When one person signs ...
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1answer
629 views

Cannot view globally reusable workflows

Background: I recently inherited a new SP site and have Full Control permissions for it. It is SP2010 / Designer 2010. I want to take a globally reusable workflow (approval), copy it, and and use a ...
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48 views

Check if more than one Metadata term is selected in list item

I have a list with the following 2 columns: Column name: IsMultiple, Type: Yes/No, Description: Should be set to Yes if column City has more than one term selected, else No Column name: City, Type: ...
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1answer
30 views

Identify SharePoint Designer Workflows using Custom actions

We have a very large Web Applications which has around hundred OOB workflows and some might be using custom actions as well. How can I get the list of the workflows which are using these custom ...
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1answer
314 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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1answer
23 views

Workflow HELP: Sharepoint designer 2010 template

On SP 2013 with SPD 2010 workflow template My need is the following when a document is uploaded in a document library: a topic (subject) is created in a discussion board with the name of the ...
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0answers
116 views

Event receiver not firing when item added by workflow

event receiver not firing when item is added by workflow. Its working perfectly when we manually add item to list. I am using SP Designer 2013. When we add item through workflow, it shows that item is ...
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2answers
125 views

3 task outcomes in a SP Workflow

How do I create an "If / Else" statement in SPD2013 for 3 task outcomes in a SP workflow?
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0answers
106 views

SPD workflow - Stop workflow if item is deleted

Environment SharePoint 2010 standard I have create a SharePoint designer workflow attached to a content type. The content type is then attached to a SharePoint list. In the workflow I have set ...
2
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2answers
226 views

CAML Query for SPServices parameter

I need to run a workflow on all items in a library. This SPServices example seems like a good plan but I'm running into problems. The library has folders and the CAML query returns only the folders, ...
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1answer
425 views

SPD 2010 Workflow: Intermittent item creation issue

I have an intermittent workflow issue that's proving exceptionally difficult to troubleshoot. Given the details below, what would be the next steps in finding a cause for this issue? Details: This ...
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1answer
2k views

Use workflow to move document within document library to different folder in same library

I am looking to use a workflow to move documents within a document library to a specific folder in the same document library (this to manage access rights on different documents via the libraries). ...
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2answers
52 views

WorkFlow email to summarize a days worth of infromation

I have a basic Workflow that emails an accounts department when a new payment is made. A simple list governs all of this. Instead of sending one email for each list entry I would like to send one ...
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2answers
77 views

Can we use SQL Server as a primary data storage for SharePoint 2013?

Is it possible to use external SQL Server as a primary data storage for SharePoint 2013? Having this implemented we can generate reports, query data and it would become very very powerful to use. Or ...
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1answer
516 views

Custom Approval workflow Expand Groups

SharePoint 2010 Enterprise I'm using SharePoint Designer OOTB approval workflow and I have question regarding the Initiation form parameter (Approvers and Expand Groups) and how the assignment stages ...
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0answers
14 views

Workflows Dissapearing SharePoint Designer 2010

I have been working on an workflow that automatically sends a HTML formatted email to a specific user group. However, sometimes when I open my site and look for the workflow in Sharepoint designer, ...
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139 views

Missing assembly reference on publishing workflow in SharePoint Designer 2013

I have used Custom actions for SharePoint Designer from the solution in codeplex http://spdactivities.codeplex.com/ I have installed the latest wsp and enabled the feature in my site. I have created ...
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1answer
314 views

Workflow error method PUT The remote server returned 400 bad request

I'm a new in Sharepoint. I have 2 server and both of them joined to the same domain name ABC The first server: 192.168.1.110 is a database server and domain name is SQLServer. I installed ...
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2answers
201 views

Find Interval Between Dates Problem

I have a very odd problem, one that's been baffling me for over a week now. I have a workflow designed to create a new task a set period of time in the future once a current task expires. These tasks ...
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1answer
341 views

Time variables with SharePoint Designer Workflows

I there a way to set up set up a workflow variable or condition to find [TODAY] - 180; using SharePoint Designer? Update: Would using this in SharePoint designer work for finding list items 180 days ...
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4answers
1k views

Why is SharePoint 2013 Designer workflow people picker field from the list item showing wrong user?

We have a standard SharePoint 2013 list that contains several columns. One of the columns is your typical People Picker column. Let's call it the Employee Name column When we send out an email via a ...
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2answers
269 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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2answers
2k views

How do I perform an action with each item in a dictionary in a workflow?

I have a dictionary with a series of rates (percentages represented by decimals), one for each day of the week, stored in a Dictionary as numbers each titled by a day of the week. I would like to ...
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1answer
47 views

How to get a summary of all SharePoint discussion board posts that day

I am using SharePoint 2010 and have access to SharePoint designer 2010 to create workflows. I would like to create a workflow that notifies users of all new discussion board posts made that day. This ...
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1answer
730 views

SharePoint Designer Workflow Append/Delegate/Escalate Task actions missing

I noticed in the SharePoint designer 2010 workflow some OOTB task actions options are missing. SharePoint 2010 Enterprise edition... Append task, Delegate Task, Escalate Task, Forward task.
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1answer
36 views

Workflow Doesn't Work with OU

I've created a workflow for a list in SharePoint 2013. When I give initiating users Contribute permission using OU, the workflow goes into suspended mode. But when I give initiating users ...
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1answer
774 views

The item is currently locked for editing & Open Task button not disappearing in InfoPath

I have an InfoPath form that submits to a SharePoint 2010 Library. It has promoted fields which can be edited by SharePoint. Basically, someone gets assigned an approval task via workflow, they then ...
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1answer
72 views

Updating item in List B when item in List A is updated (using workflow)

I have two list (one in List section and second is a document in Library). Both Lists have the same columns. When an item in the Lista A is updated, corresponding item in List B would be updated. How ...
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1answer
3k views

Generating the Word Document with SharePoint list data without using Open XML

I would like to have Word document which would be automatically filled with data stored in the SharePoint List. When data in The List would be added, changed or deleted corresponding data in Word ...
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1answer
99 views

Name instead of ID - SPD Workflow

I have created a SharePoint 2010 workflow using SPDesigner2010. This workflow sends out a html formatted email using several combined dynamic strings whenever someone publishes a blog post. The ...
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1answer
47 views

Is There an Easy Way to Copy the Text of SharePoint Designer Workflows?

I have rather complicated SharePoint Designer Workflows, and I would like to document my code. I tried adding using the "Add Comment" action in SPD, but it just makes the whole thing messy and ...
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2answers
438 views

Setting a reminder date with workflow

I'm trying to set a "Reminder Date" field in a task list to 3 days prior to the Due date. Unfortunately, I need to use SharePoint Designer's workflow designer. I have the following workflow so far, ...
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1answer
194 views

Can't create any 'Outcomes' in a custom task in Designer

When I create a custom task in Designer it doesn't give me any 'Task Outcomes' options or allow me to add new outcomes. Designer won't allow me to publish the workflow until there are outcomes in the ...
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1answer
132 views

SharePoint 2010 Designer Workflow - Last Published Date

How can I see the last published date for a SharePoint Designer workflow? I can only see the last modified date, along with the a version history of each time the workflow was saved. But I can't ...
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38 views

Email sent by a designer workflow does not display lookup information

I have a simple list with a person's name (as a single line of text not a people/groups) and a date. I have created a workflow that pauses until the date and then sends an email to one of my AD ...
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1answer
109 views

SharePoint 2010 workflows Will not delete properly

I have a workflow that I am creating in SharePoint Designer 2010. The issue I am running into is every time I publish a new version of the workflow, an older version keeps running. I have tried ...