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
82 views

Workflow not parsing 0:# data

So I'm checking if CurrentItem:field is empty or not, and so I put a log inside to figure out where the error was, heres what I got: 4/29/2013 1:53 PM Comment System Account 0;# 4/29/2013 1:53 ...
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1answer
2k views

How do I have a workflow wait until a date field is entered or changed in Sharepoint Designer 2013

I see examples with "Wait for Change" in an date field (column) for SharePoint Designer 2010, but in those examples the condition is selectable (equal, not equal, etc.) but in Designer 2013 it appears ...
1
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1answer
1k views

How to add workflow task's “Edit task” button (or link) in a workflow email?

I have a workflow designed for calendar events. As soon as the user adds an item, I initiate the workflow to send an email to the manager for approval. For example (I edit the workflow in SP ...
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2answers
444 views

How do I update an initiation form to reflect changes in Initiation parameters?

In my List Workflow I've updated some of the properties of an Initiation Parameter, including the description that's visible in the form. According to the workflow settings for the Library the ...
1
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1answer
587 views

SP2010 Workflow Copy Item Error

I'm having issues with a workflow that copies items from one document library to another after an approval process. The workflow starts automatically when an item is changed. It gets cancelled and I ...
0
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2answers
598 views

Is there any way to block editing on a document when a content approval workflow is active?

So I've got a Document under an approval workflow, but I'd rather not let the users edit the document while the workflow is active to keep consistency on everyone's approval (it's multi-step). I've ...
1
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0answers
806 views

Reusable workflow not showing anywhere (Sharepoint 2010)

I made a reusable workflow in Sharepoint Designer and checked that it's working in a site. Then I saved it as a template, downloaded it from the site assets, uploaded to a new site. Even after ...
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0answers
162 views

Workflow history no longer accessible-object reference error WrkStat page

The workflow history was >6m records, so I have redirected all workflows to rite to other custom history logs while running a job to purge 1k records every 15 minutes. When I attempt to check the ...
1
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1answer
82 views

SharePoint Online ( Start automatically when an item is changed)

I have created a custom list, with an approval workflow on it. Now I want to copy the list item to another list once the workflow status changes to "Approved". So I created another workflow on the ...
1
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1answer
50 views

Are sharepoint workflows always sequential?

I have recently taken over a Sharepoint system in the last 3 months. Honestly I have never worked on Sharepoint before and most of my knowledge is via google and reading lots and lots of ...
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1answer
24 views

How to initiate workflow of a list based on user group permission?

I have calendar and I have 5 different groups. I have an approval workflow. Now I want to have 5 different workflows for 5 groups but each workflow has to detect the group of the user and send the ...
0
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1answer
141 views

Set the value of a primary workflow's associated list field using Secondary Task workflow

I have a primary list and workflow. i create a To-Do task from the primary workflow called "Setup Project Artifact Requirements". Creating of this task triggers a secondary workflow on the task list ...
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2answers
46 views

How do i discover what the Task name is from the Task list workflow?

I have a primary workflow that kicks off a To-Do task. the task goes to a task list that is shared with many other tasks. my problem is that i'm only allowed from the secondary task workflow to know ...
1
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3answers
1k views

SharePoint Designer Workflow, set field

I have a workflow that sets the field to [Today] when status = Setup. Once that field is set (either when created or when status changes to Setup), I don't want the date field to change to the current ...
1
vote
2answers
422 views

How to make it possible to set the due date in a approval/feedback workflow to current date?

I created two workflows, one based on the approval workflow and another based on the feedback workflow via SharePoint Designer 2010. When you start one of the workflows you can set a due date, but at ...
0
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1answer
107 views

email link to collect feedback form

I have a SharePoint Designer 2010 Workflow where I am taking advantage of the Collect Feedback Action. What I am trying to do is add a link to an email that the user can click to take them directly to ...
0
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1answer
22 views

i am sending an email from SPD to muliple recipients, want to make sure all recipients has been received the mail.

Through SPD Workflow I would like to send mail to 250 recipients in a single shot. Consider all recipients are valid. Incase workflow failed/crashed in the halfway, what will happen? it will rollback? ...
-1
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1answer
339 views

SharePoint Workflow Best Practices [closed]

Any Points on the SharePoint Workflow Best Practices for both SPD and VS.
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1answer
17 views

changing forms in designer-workflow

I want to use 3 or maybe 4 different Infopath forms in my workflow and in each approve step my form will change for example the first approver will see the first form and the second approver will see ...
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2answers
3k views

Unable to uninstall SharePoint 2013 Workflow manager

I got a problem with my SP2013 Workflows so I decided to uninstall and reinstall it. At first I wanted to disconnect my my server from the farm, but this failed 'cause I can't start the Workflow ...
0
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1answer
1k views

Set Person field type in a SharePoint Designer Workflow best practices

In SP Designer, when using the "Set Field in Current Item" action, if the field you are setting is a Person type, there are several choices to "return" the data as. For example, if setting your Person ...
0
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1answer
695 views

Can I do bulk updates with SharePoint 2013 workflows?

I have a SharePoint site with two lists: list of assets list of maintenance tasks: each task is linked to an asset via a lookup column. Each asset has one or more related maintenance tasks My ...
0
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1answer
300 views

How to associate sharepoint 2013 designer workflow to content type for retention policy using powershell?

I am having a requirement to write a powershell script which should attache workflow to content type in sharepoint 2013. basically it is require to create a retention policy which should start a ...
2
votes
1answer
48 views

Is it possible to change the value of “Created By” in Comments list of a blog?

I have a SharePoint blog where few people can contribute but everyone can comment. But they want to comment as anonymous. So I created a new column in Comments list called "Post as anonymous" with a ...
0
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1answer
47 views

Send or Copy file by workflow which is editing in SharePoint

If in SharePoint is some way to send or copy file which is editing? In Windows even file is editing I can copy and paste copy of file but when I try to do it in SharePoint by workflow I get error and ...
0
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1answer
229 views

creating a document set library instance via workflow returns id variable that is -1 from the actual id

Steps: 1) using sharepoint 2010 designer workflow, create an instance of a Document Set and have the ID of the created instance returned. 2) set the returned ID to a field in the list that was used ...
1
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1answer
73 views

SP 2010: How to print comments collected in workfloow, in email

I have setup my first SharePoint Foundation 2010 system but I have hit a wall with regards to a workflow I have created. In the workflow, I collect two fields "Approval Status" and "Manager Notes," ...
2
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1answer
2k views

Open workflow initiation form in modal dialog

Currently when I click on a custom action to run a workflow on a selected item the browswer navigates away from the current page to display the initiation form. This wouldn't be a such a problem ...
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0answers
64 views

Remove permission from a directory in a designer workflow?

I guess I need at least ten reputation to post images, so here is a link to a screenshot of the entire workflow I have, and what happens when it is run on directories: http://i.imgur.com/St8Etxy.png ...
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0answers
231 views

SharePoint Designer Workflow - Manager of Manager Look-up

I have a SharePoint Designer 2010 Workflow, and I'm trying to look-up managers of managers. So far I have been able to successfully go two levels deep, but after that the workflow seems to stop ...
1
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3answers
1k views

SPD 2013 Workflow cancel when using email action

I try a basic workflow, just to send email when running the workflow but the workflow cancel with the following error, if I do something else like setting a field value the workflow works, but as soon ...
1
vote
1answer
167 views

How to set a value in a list based on the current filtered column value

I have edited my document set Welcome Page to include a web part of a "Notes" list. This list is filtered so that only notes pertaining to the currently viewed document set are visible. Question: ...
1
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1answer
2k views

Sharepoint Designer 2013 workflow:How to send email to multiple users?

I am facing an issue of sending an email to multiple users in designer list workflow. Having one list field of type people and group, which allows multiple section. Requirement is I want to send an ...
0
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1answer
27 views

Using Hyperlink to Form in Custom Workflow Email

I am sending emails to several staff in an approval process. As each person approves the customized list form, an email is sent to the next person in line with a link to the form. I would like the ...
1
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2answers
1k views

How to replace “_” and “-” in my URL string using Sharepoint Designer 2010

I have a name that will always be in this format with varying numbers of _ and - symbols. e.g. CWTE_4_3-My_Friendly_Name e.g. Inette_5-Friendly_Again I need to convert these in my sharepoint ...
0
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1answer
49 views

Start workflow from within a workflow?

I have a workflow that is created from a default "Approval" template, and the basic startup conditions are not enough for my purposes. I also can't open this workflow in SP Designer (it doesn't even ...
1
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0answers
74 views

Active remainder with interval between Create Date and Due Date

How to make workflow or action workflow which can find date/interval between Create Date and Due Date and send notification every day till Due Date? I will be very garteful for help. Best regards,
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1answer
904 views

Designer Workflow: “Find Interval Between Dates” action not working

I am testing a default SP Designer 2010 workflow action called "Find Interval Between Dates" located under the "Utility Actions" category. I need to compare the amount of time passed between the ...
0
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2answers
410 views

Workflow not triggered via custom webpart, but works if add item from UI

I have created a custom web part that insert an item into a list. I deployed this web part to production and all seems to be working well. I now created a workflow on this list in Designer. Once a ...
2
votes
0answers
44 views

Trouble With a Step in an Infopath - SPD 2010 Workflow

I hope I can explain this clearly. I have created an InfoPath form linked to a SPD 2010 workflow. My workflow is repeating ONE step over and over (repeating an email function). Step 3 functionally ...
0
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1answer
186 views

Check SP group permissions in Designer Workflow

Is it possible to check if a particular user is in a Site Group from within a SharePoint Designer Workflow? For example, if the status column of my list item is set to "Approved", it will kick off a ...
2
votes
1answer
957 views

Sharepoint 2013 : SharePoint designer Workflow gets canceled

Workflow is getting cancelled on the first stage, I have not started workflow with System account, as well User profile is created and sych getting following error: RequestorId: ...
1
vote
1answer
28 views

Workflow not created after entering name in create list workflow dialog

I am creating a workflow in sharepoint designer 2010. After entering the name of the workflow the "create list workflow" dialog disappears but the workflow is not listed in the workflows menu.
0
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2answers
439 views

Run workflow when item added to specific column

Ok Say you have 3 columns in a list date1, date2 and date3. Each column has its own worklow: work1, work2 and work3. Is it possible using sharepoint designer to only run a workflow when a item is ...
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0answers
36 views

SharePoint 2007 - False task assignment e-mails

I am experiencing a problem with the workflow that is currently being used to manage review tasks on some document. Once the workflow starts, false task assignment e-mails are sent to the requester ...
0
votes
1answer
390 views

Sharepoint Designer 2007 Multiple Step Workflow Causes Error: “Failed On Start (Retrying)”

I am designing a workflow in sharepoint designer to manage the approval process for an infopath form. I am using sharepoint server 2007. My sharepoint site already has a form library dedicated to the ...
0
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1answer
3k views

Check for empty date in SPD Workflow

Question How can I check for an empty date condition in a SharePoint Designer Workflow? Background I have a list called "Project" with multiple date fields. I have a calendar called "Project ...
0
votes
2answers
501 views

How to add a lookup field to workflow custom task form?

I'm trying to create a task in a workflow which collects data from user with sp designer 2010. Some predefined available type for custom form fields single line of text, choice and such things. I want ...
0
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1answer
143 views

Prevent SharePoint Designer Workflow from triggering a “On Item Modified” workflow

I have two SharePoint Designer 2007 workflows associated with a "Request" list. The first workflow automatically fires whenever a new request is submitted and sends an email to the requester. The ...
2
votes
1answer
419 views

How do I kickoff workflow after new document added to library?

I've created a workflow for a library. I have it associated as I can see in SharePoint Designer. How to I set the workflow to trigger automatically and begin the workflow once a document is added. I'm ...