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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13 views

workflow to keep record of a previous balance of a balance and add a project budget to that person once the project is acepted

How i create a workflow to keep record of a previous balance of a person's balance and add a project budget to that person's balance once the project is accepted.Also their balance can't exceed a ...
0
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1answer
123 views

Where do the workflow title columns available to a list view reside?

When I create a SharePoint designer workflow it adds a column with the title of the workflow to the default view on the list that displays it's status, i.e. In Progress or Completed. My question is, ...
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0answers
10 views

Why does the time-date for document set members differ from the document set time-date after a move

When moving a document set from one library to a Records library via a modified ootb approval SP2010 workflow, the docset has the correct CST date and time, but its document set members are 6 hours ...
2
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1answer
75 views

SharePoint 2010: Create a compilation email from multiple items

First of all, the tools I have available to me are SharePoint Designer and InfoPath, and I am much more comfortable in the former than the latter. I have a request to create a solution to facilitate ...
0
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1answer
146 views

Locking ListItems for users but not workflows

Is it possible to "softlock" a SPListItem so that a user can't edit it but a workflow he had started can do it? Background: - ListItems should only be editable by users when no workflow is running - ...
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2answers
49 views

Workflow which should run automaticly, does not

I am trying to implement a simple workflow (created in SPD 2010), which is supposed to fire an email to a user, as soon as a new list item is created. The whole process looks like this: The list ...
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0answers
429 views

Custom Workflow creates multiple tasks items when item created triggers workflow

I am brand new to sharepoint and suffice to say the journey has been somewhat problematic so far due to discovering a number of bugs with the software, such as crashes on importing a visio diagram ...
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3answers
128 views

Would it be possible to move the List Workflows(SPD) to another site?

We have created a List Workflow using SPD and moved the site to another location using Export & Import-SPWeb cmdlets. Now, we are unable to the workflow on the new site? is that expected ...
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2answers
611 views

SPD Update List Item - If “field” in Current List equals “Yes”, then Update status in List 2

I have a form library, with a SPD Custom Task associated with it for approvals. The approver just has to check a box when they approve the form. But in order for them to not get a reminder to ...
0
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1answer
32 views

Look values for email should not show other email id's sharepoint desginer workflow

I need to send email to 2 users in a lookup column in a row. But i dont want both email ids to display for both users when they open the email. How to do this using SharePoint designer workflows? A ...
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1answer
22 views

Updated Workflow

I have updated a workflow with items I have changed like who to email, and email body....but when I published it only works for documents that are newly uploaded into the library. It does not become ...
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4answers
4k views

Workflow Fails to Compile and Publish in SharePoint Designer 2010?

The SharePoint install is a SP2010 install on a 2008 R2 server. Everything is fully patched. I am running the SP Designer on the SharePoint Server directly. I have a workflow which is intended to ...
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0answers
384 views

office 365 outlook account not receiving emails from SPD workflow Send an Email action

I have made a simple workflow for Office 365 to send an email to the person who created an item in the list. But it's not sending the email to the office 365 users, instead i provide static others ...
0
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1answer
536 views

Restore List Workflow in SharePoint 2010?

We have created a List workflow in SharePoint 2010 associated with List-X. Mistakenly, someone has deleted the List-X and it is not even available in Recyclebin. Now, How could we reassociated the ...
0
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2answers
571 views

SharePoint 2010 list workflow with form action button

I have an edit item form on a list in SharePoint Designer 2010 and I want to run a specific list workflow (not site workflow) when clicked this button. How can I do this? If this is not possible, how ...
0
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1answer
71 views

Workflow Status URL in EMail

I have a list A with a workflow which starts a new task for an user. In the associated task list is a seperate workflow which sends an email to the relevant user.(We stopped sending the automatic ...
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0answers
37 views

Workflow that triggers the same workflow for the next item - works only for 10 first items

I have this scenario where I need to loop through a list of items. As workflows don't offer a looping functionality, I created a following workflow: 1. It fires when an item is changed. 2. It does its ...
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1answer
2k views

Workflow Failed on Start (retrying)

I built a workflow with sharepoint designer to update an item in list A when an item is changed in list B. The workflow starts when the item is changed. Sometimes i get an error message: "Failed on ...
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2answers
886 views

How could I have a custom task list update all start dates if an item is changed?

I'm not exactly sure how to approach this problem. I am hoping it can be solved with calculated columns or thru a workflow. If it can only be accomplished with some advanced technique beyond the ...
0
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2answers
49 views

WorkFlow Emailing

I have a workflow that I want to email people once the form is approved or disapproved. It emails the the person that uploaded the file, which is the person in the CC section, but does not email the ...
0
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2answers
1k views

deployment of designer workflow from test to production

I have created a SPD designer workflow in my test environment and want to deploy onto production. Please let me know the each steps in details as I would be doing 1st time
0
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2answers
1k views

Generating an email alert for new post in site feed

I am working with sharepoint online 2013 and Sharepoint designer 2013. I wanted to generate an email alert for the Site Feed App. I wanted to send an email to a group of people with the posted ...
0
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2answers
747 views

Start Workflow programmatically

We work with an Doc Library which receives the files via E-Mail. This works great, but now we want to change the filename via workflow. The problem in this situation is that the workflow doesn't start ...
0
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2answers
185 views

Calculate stock remaining using 2 lists

Not sure if this is possible, its quite a simple thing I'm sure, but struggling to work out how to achieve it. I have two lists, a stock list and a customer list. In the stock list I have the ...
2
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1answer
226 views

XOML file in Workflow in designer

How to paste that XOML file in the workflow in production in detail.I have followed the steps you given and related to that other sites.But still i did not succeeded. Please specify in detail
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1answer
22 views

creating workflow string doesn't resolve correctly

in a workflow I am setting a local variable to the value of 2 parameters - one from the current list (works) and one from a field populated via the collect data from user task. Each time I've done ...
1
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1answer
122 views

workflow actions order of execution?

I came to the scenario that randomly and on very few cases, some workflow actions are not executed sequentially. Example below: Action 1 (change field X value) Action 2 (create item on another list) ...
2
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2answers
1k views

Configurable Email Templates - SharePoint 2010 Designer Workflow

We are planning to store email templates for SP 2010 Designer Workflows in a SharePoint list. The emails which the workflow will send out will contain dynamic content, for e.g. Current user's name, ...
0
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1answer
99 views

Workflow information combine to one view/list

I current have a list setup in sharepoint, with workflow created. I have created the rule using custom workflow created in designer. 1)First guy fills in content of list and starts the workflow. 2) ...
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0answers
36 views

Reusable workflow skipping steps

I have a very pressing issue. I have exported all site content types and columns and imported them in another sharepoint environment. There were some lookup columns that were used in the REUSABLE ...
1
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1answer
2k views

Export Custom List to Excel using Workflow

I am running Sharepoint Online and have a question about Export to Excel using a workflow. I currently have an Approval workflow that is initiated when the user fills out their web form. I want to ...
1
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1answer
112 views

Get Workflow ModificationID via JavaScript Client OM

I create a dynamic link to the workflow Midification form in SharePoint 2010. I can get all of required parameters such as ItemID, ListId and Workflow InstanceId via Javascript OM. The only problem ...
1
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2answers
2k views

Workflow to trigger email notification when new document is added/edited not sending email

I am new to SharePoint, especially SharePoint 2013. I have created a workflow via SharePoint Designer 2013 with the following conditions- If a new document is created with the "Date Created" equaling ...
0
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1answer
2k views

How can I use data from Managed Metadata Columns in Workflows and Calculated Fields?

It seems that sharepoint does not allow MM columns to be used in calculated fields, and I'm not sure how to use them in a workflow either. Can someone please inform me as to how I can use terms in the ...
3
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3answers
1k views

Using author.dll with the Call HTTP Web Service action in SharePoint Online

Has anyone been able to use the SharePoint Designer "Call HTTP Web Service" action with the _vti_bin/author.dll methods? In particular, I'd like to move documents and their version history from one ...
0
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4answers
1k views

sharepoint 2013 workflows start on date

I have a requirement of starting a specific alert to user at the beginning of the month, can I do that with SharePoint Designer 2013 workflow? Was it changed from 2010, in 2010 we could not do that
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1answer
994 views

Error while publishing the workflow in sharepoint designer 2013

Currently, I've configured workflow manager in sharepoint server 2013 for using shareoint 2013 workflow in designer. But, while publishing the workflow, it shows following error: ...
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4answers
8k views

Error: The option for the SharePoint 2013 Workflow platform is not available in sharepoint designer

Currently, I need to develop a workflow with looping feature and I googled that it is available in sharepoint 2013 workflow. But, when I tried to create a workflow for sharepoint 2013 in sharepoint ...
1
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2answers
4k views

Workflow could not update the item - Unknown Error

I'm using SharePoint Designer 2010 with a List workflow and I'm receiving the following error. Description: "The workflow could not update the item, possibly because one or more columns for the item ...
1
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1answer
118 views

Not able to use custom workflow template

I want to use a 2013 reusable workflow, which I have installed from a .wsp solution package. Here are the steps I took: Create very simple workflow(2013 reusable) in SPD2013 save the WF as a ...
1
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1answer
119 views

Issue with OOTB publishing Workflow

Yesterday I encounter a strange issue on SharePoint 2013 site I have a simple list with basic columns like Title, description, thumbnail (url of picture to displayed) on which a simple OOTB ...
1
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3answers
4k views

Is it possible to start a workflow only when a specific column is changed?

I created a workflow with "start on change" and I was wondering if it is possible that the worklfow only starts if a specific column of mine changes ("reminder_send"; YES; NO). Because sometimes I ...
0
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2answers
49 views

workflow pause until x - queued?

If I use a workflow which starts on change but I also add a pause until 12PM then this workflow will be "queued" right? But what happens if I change something again? Will the workflow start a second ...
0
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1answer
968 views

copy all items from list to another using sharepoint designer workflow

i am trying to copy all items from one list to another based on conditions, the problem is the the item will copy only once i update the item using [Current Item], is there any way to copy the item to ...
2
votes
2answers
224 views

Prevent target=“_blank” on Workflows

We have recently upgraded from SharePoint 2007 to SharePoint 2010. Now whenever a user clicks on a workflow to run on a list item it opens the initiation form in a new window. I have gotten 20+ ...
1
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1answer
136 views

Cannot open Workflows list after deleting a workflow

I deleted a workflow from SharePoint designer and now whenever I try to open the Workflows dialog on a list item it gives me the "An unexpected error has occurred" box. I suspect that this is because ...
0
votes
1answer
624 views

SPD Workflow trigger emails at specific time intervals

Default Status is "Pending" as Drop down Menu: If requester submits a new form between 3:00 PM to 9:30 AM with Status as Pending Pause until 10:00 AM then send email to the person1 at 10:00 Am ,if ...
0
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2answers
633 views

Alert assigned user when predecessors completed

I have an out of the box SharePoint 2010 Tasks List setup using predecessors (a lookup column back to same task list, allows multiple selections) and I have a requirement to send an email alert to the ...
2
votes
1answer
2k views

How to create a Document Library Item without a file in sharepoint 2010?

wish you save my life. I am now doing a sharepoint project but I have little experience. My requirement: Design a contract creation/approval process for a company There are many kinds of contracts, ...
2
votes
2answers
1k views

Event Receiver not triggered by Approval Workflow

I have a simple workflow that approves a List Item. I have an ItemUpdated Event Receiver that is supposed to compute some fields and update another List Item. My event receiver gets triggered when I ...