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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19 views

Workflow Can't Create Link to a Document Content Type Item

i'm newbie in Sharepoint I'm using Sharepoint 2010. I have a workflow to create a 'Link to a Document' item to a Document Library. I already set the 'Content Type ID' with Link to a Document. I'm ...
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1answer
17 views

Issue with outcome of task process defaulting to Approved

I am currently struggling with a designer workflow and hope to see if someone here has a solution. The environment is Office 365 SP 2013, so no option to use anything but SPD workflows. I have a ...
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16 views

Sharepoint Blog Notifications (workflow)

I'd like to create a workflow that generates an email notification whenever a blog post with a certain category is created. I originally planned to simply use the notification system in Sharepoint but ...
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1answer
10 views

How To Get Current Date In Long Date Format in a Site Workflow

I have a requirement to get the day of the week into a workflow variable in a SharePoint Designer Site Workflow. This means I do not have a "Current Item" that the workflow runs on. How can I ...
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8 views

Looking for Specific User Profile Property for Workflow but Don't Have Access User Profile Web Service

I've put together a workflow using SharePoint 2013 and SP Designer 2013 that fires off emails based certain user events in a SP library. I'm capturing these user events through the Account Name field ...
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19 views

Workflow Lookup not working in sharepoint 2013 designer

I have a list which was created to manage sharepoint site requests. When an item is submitted a workflow fires off(Assign a task) workflow action which stores id and outcome in the workflow variables ...
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26 views

Sharepoint 2013 Designer workflow suspended

Workflow suspended: Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.InvalidOperationException: Looking up a value using a key is ...
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16 views

SharePoint 2013 Designer Workflow errors when started

When starting a published SharePoint Designer 2013 List Workflow manually on a list item, I get the following error: An unhandled exception occurred during the execution of the workflow instance. ...
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11 views

SharePoint 2007 Designer Workflow create an item in a new list for each item in an existing list

I am working with SharePoint Designer 2007. I have 3 lists. I want to make it such that when items in List 1 are created the workflow will look at all of the items in List 2 and create items in List ...
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1answer
20 views

Sharepoint workflow issue for users

I have 5 users in with full control over the site,But only when I create an item in the list,workflow will be initiated,what could be the solution to solve this issue?
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36 views

Useful Sharepoint Designer Custom Workflow Activities

I am using Useful Sharepoint Designer Custom Workflow Activities (dp.sharepoint.workflow.wsp) that contain Activity Send Email with List Attachments. Activity is added as an action to designer ...
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13 views

Update Workflow with PowerShell

I have a MOSS 2007 environment which we are upgrading to SharePoint 2013. I have a lot of Designer Workflows in 2007 that usually involve simple activities like sending mail. However some of the mail ...
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23 views

Workflow to send notification email to different group people

I am using SharePoint designer workflow 2010. I have a document library created with content type. When a member is trying to create an item, notification is sent to the members belonging to that ...
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1answer
25 views

Create Approval workflow for Blog in Sharepoint Designer

I am facing problem in creating a simple workflow for "Blogs". If a user writes one blog, then his/her manager would be responsible for "Approving/Rejecting" it. I am using SharePoint Designer, ...
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33 views

Sharepoint designer workflow does not automatically start for first list item insert

SharePoint designer workflow does not automatically start for first list item insert. Second item inserted start workflow automatically. What is the problem?
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1answer
16 views

How to find out whether item is updating in SharePoint designer workflow? [duplicate]

Is there anyway we can get when list item updating in sharepoint designer workflow?. I have status ="New" it is need to send only one time when new item created. But now it is sending emails when ...
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1answer
27 views

Sending emails per line item in a repeating table

Folks, I have one form that has a repeating table, two people picker fields that I want to send emails to when the conditions are met. My problem so far is the first email works, but if I Insert ...
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1answer
22 views

Starting workflows and moving documents

I am trying to create a Workflow in SharePoint designer 2010. Here are the steps If a document's property field "status" is changed to "pending team review" Then an email is sent to the Team ...
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2answers
31 views

Attachment workflow issue

I have a workflow associated on a list with 6 columns that sends out mails when an attachment is attached to the list item. I made the workflow to run when an item is created and modified. If I attach ...
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25 views

Update list item from List B to List A with lookup field using workflow?

I have Two lists called List A and List B. List B has Title of the List A as look up. And also List A has Title of the List B as a look up. When new items creates in list B. Users will select List ...
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2answers
46 views

Email Reminder Workflow Error 500

I have created a simple email reminder workflow for the owners of the site to know when a document has been added to a doc library. The workflow is set to start when a new item is created, it starts ...
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23 views

SharePoint Designer 2010 List Lookup failing on large lists

In one instance of two large lists connected via SPD 2010 workflow I observe a strange behavior: Lookups in Build dynamic string and Set workflow variable sometimes work as expected and then almost ...
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0answers
20 views

change document file name via workflow - SharePoint Online

Is it possible to change the filename of document uploaded in sharepoint online/onpremises using workflow? We would like to have documents uploaded to sharepoint but unfortunately some have the same ...
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44 views

Is it possible to get file content in workflow using rest API?

My workflow is 2013 and implemented in Office 365: my header: Accept: application/octet-stream Content-Type: application/octet-stream binaryStringResponseBody: true url call(rest api): ...
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22 views

How do I compare a Current List Item Column field in a custom Sequential Workflow ifElseActivity object?

I'm trying to create a Sequential Workflow in Visual Studio to have the same functionality as a Designer Workflow I currently have for calendar items on a SharePoint 2010 site. The functionality in ...
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18 views

How do I stop my workflow from triggering email change notifications

I have a workflow that kicks off when items are added as well as modified. I also have the list set to Send e-mail when ownership is assigned." The workflow does always update a custom field every ...
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12 views

One PDF document, Many signatures

I need to pass along a PDF to many people for signature. How can I do this? The hangup is uploading the changed (recently signed) document so it can go to the next person.
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28 views

Is it possible to add a rich text field to a SharePoint 2013 site workflow initiation form?

I have what seems like a fairly simple task: Using SharePoint Designer 2013, create a site workflow with initiation form input fields that have "Rich Text" options for a multi-line text boxes (the ...
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14 views

Task List Email Reminder

I have a list of tasks with multiple tasks per user. Is there a way to send one email that lists all the tasks that still need to be completed as a weekly reminder, instead of sending one email per ...
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22 views

Need help to create Workflow on SharePoint Designer 2013

I've one list "Purchase Order" where I'm storing the data for purchase order details below are the fields. List Name = Purchase Order Order No, Order Date, Part No, Part Qty, Delivery Date, Delivery ...
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15 views

How to migrate designer and visual studio workflow?

let's say we have 2 workflow. 1 is created through SharePoint designer and another is visual studio. now want to take both to UAT. how approach of these two are different to migrate to UAT? what is ...
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30 views

SharePoint 2010 Workflow Compare Current Item to List Item

We are using Sharepoint Online with 2010 workflows. We are creating a custom resource list outside of the OTB Resource List. What I am trying to do is first have the workflow compare the current item ...
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23 views

Workflow becomes completed without doing its action

Here's the scenario that that I need to do: user will upload file in the doc library. after 10 days, the file regardless if it is modified or not, will be transferred to another document library. ...
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13 views

Set item property depending on count of related child items

So I have classes (parent) with enrollments as the children (Enrollment is StudentID lookup, ClassID lookup, and Registered/Waitlisted choice box). Right now, I've successfully setup the forms for ...
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18 views

SharePoint Document Library Approval workflow

In SharePoint Document Library I've created a Out Of Box workflow. Document will be uploaded by user It will go to lead once lead will approve it will go to manager once Manager will approve than ...
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31 views

Change the task in the Approval workflow

In the OOTB "Approval - SharePoint 2010" workflow, the "task" is to click Approve / Reject / Cancel, etc on an "Approval Form." (See below.) But instead of approving by clicking on a form, I want my ...
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1answer
20 views

Create subsite using an infopath form

Is it possible to create an infopath form which would allow me to create automatically a subsite when I click submit form? Can I configure workflow in that certain way or this is not possible?
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1answer
132 views

How to return field from specific workflow task as Data source in Lookup tool?

In short . . . How do I do this: ? In Step 1 of my workflow, the first action is to create/assign a task with Task ID of TaskID1. For the next action, how do I assign a field the value of a ...
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44 views

SharePoint 2010 Approval Workflow not sending emails to multiple approvers in a list

I am trying to send an email that assigns a task to multiple approvers from a list. It only sends the task email to one person in the list. I have configured the workflow ro send in parallel.
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14 views

MultiValue Send an Email Lookup

Is there a way for the Lookup that is in the body of the email to send multiple values. I have a repeating section in my form and it currently will send a seperate email for email repeating for I want ...
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1answer
62 views

Multi Column IF Statement or workflow solution

Lets say 30 Columns and i need a calculated Column that says IF any of the 30 columns equals yes then it equals needs help, if no do do nothing. Is there anyway to do this. Or a workflow that does the ...
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19 views

SharePoint Designer workflow: Interval between the days is -0.7

My library having StartDate and DueDate columns, with one reusable workflow is associated. Using workflow Find Interval between days action, DueDate is updating with (days between Today and StartDate ...
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10 views

Sharepoint Workflow Comparing fields/ Sharepoint Online with 2010 Workflow

I am working on a workflow for a custom resource calendar. the workflow will need to compare "Current Item Resource" against "List Item Resource". If the list has the requested resource already ...
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1answer
43 views

SharePoint 2013 Designer Workflow - Let user select approver

I am facing a requirement where a user should select the approver. There is no pre configured list. The user clicks a button in a custom page, then another page has to load where user selects ...
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10 views

SharePoint Designer 2007 Workflow - Maximum Number of conditions?

I am about to embark on a Workflow using SharePoint Designer 2007. One of the steps in the designer may require up to 43 or so else-if branches / conditions. Before I try and make all of them; I was ...
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20 views

Sharepoint Designer reusable Workflow not working well, some working good some working bad

I have one reusable workflow ,it is associated to sharepoint library . Library having documents .Many user are use the same workflow to finish the work. sometime workflow not performing well on items ...
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1answer
16 views

The Proper way to configue an “Assigned To” notification?

I can seem to wrap my mind around what is probably a simple procedure and I am hoping someone here can provide some guidance. Here is the scenario: I have a SP2010 list where the items contain a ...
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24 views

How to retrieve list item URl when Approval Status is Pending

I am creating a approval workflow, where i collect data from diffrent users in diffrent stages. My workflow logic is as follows: When new item is created and if item approval status is pending. ...
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1answer
30 views

SharePoint 2010 Workflow - Email

I'm fairly new to using Designer workflows. I have an email notification which goes to a line manager, and in the body of the email there is a link to the 'current item:' which is a multiple choice ...
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10 views

Images in Designer Email

I have a simple requirement to add an image in Designer Email. Which i added by editing the body of email in Designer. But my problem is that the our sharepoint is not internet hosted and works under ...