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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1answer
150 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
vote
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 ...
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vote
2answers
519 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 ...
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1answer
109 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
381 views

SharePoint Workflow Best Practices [closed]

Any Points on the SharePoint Workflow Best Practices for both SPD and VS.
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votes
1answer
19 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 ...
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1answer
2k 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 ...
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1answer
743 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
323 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
50 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 ...
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1answer
48 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
245 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
vote
1answer
79 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
votes
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
65 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
270 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
vote
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
181 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
vote
1answer
3k 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
28 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
vote
2answers
2k 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
votes
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 ...
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0answers
77 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
1k 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 ...
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votes
2answers
455 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
211 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
1k 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.
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votes
2answers
460 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
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1answer
432 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
votes
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
575 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
154 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
444 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 ...
1
vote
1answer
7k views

how to make workflow update another list item based on a calculation SP2010

I have 2 lists. One list has a quantity field and the other list has assigned quantity field. When a user create or update a new item in the list with assigned quantity. i would like to do some ...
0
votes
2answers
125 views

Designer workflow emails don't work after site migration

I just migrated a Sharepoint subsite to its own site collection. The site has Sharepoint designer workflows that send emails in certain conditions. In the new site collection, none of my designer ...
1
vote
1answer
1k views

Creating Document with SharePoint 2010 Workflow: can I create xml file

So I found this resource on how to use SPD Workflow to create a new item (or document) in SharePoint 2010. This is exactly what I need because I can fill a field (column in a list) with the string ...
1
vote
2answers
339 views

SharePoint Designer workflow Approval criteria

I have created a SharePoint Designer workflow and at one step it should send an email to user if it is approved else send an email to user if it is rejected. so I gave a condition like "If ...
0
votes
0answers
59 views

How i can i differentiate the SharePoint Designer workflow with the visual studio or default workflows through object model?

How i can i differentiate the SharePoint Designer workflow with the visual studio or default workflows through object model ? And is there any way to find all the designer workflows in a ...
2
votes
1answer
977 views

Overdue task email notifications out of the box?

I've created a simple SharePoint 2010 Designer workflow that starts the approval process on a document library. It assigns workflow tasks to users just fine and e-mails the initiator when the workflow ...
2
votes
1answer
314 views

Workflow taking a long time to start and causing a jump in sqlservr.exe

I have a workflow that checks an item in another list, and based on the data in that list item, will fill data in some of its own columns. The trouble I am having is that every time the workflow runs, ...
0
votes
2answers
363 views

Start workflow when file is checked in

I have a form created in InfoPath, that I would like to automatically start the workflow when the file is checked in. I have Sharepoint Designer, but I don't see the field for 'Checked in'. There is ...
0
votes
1answer
423 views

How to pass a default value to a Workflow Collect task?

Details: SharePoint 2010 Enterprise SharePoint Designer Building workflows in SP Designer My problem: I have a workflow which needs to collect some data from a user - lets say "Account Number" - ...
2
votes
1answer
401 views

Getting a managed metada field to use in sharepoint 2013 workflow condition

I'm working on a SharePoint 2013 publishing approval workflow that needs to compare if a managed metadata field in a newly created item is set to a specific value. This in order to assign a task to a ...
0
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0answers
69 views

Associated workflow links to wrong destination workflow

In a site with a number of lists and workflows, lets focus on two, which I'm viewing in SharePoint Designer List-A > Workflow-A and List-B > Workflow-B The problem: When I go to view List-B ...