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
629 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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1answer
6k 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 ...
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1answer
286 views

How to access User Information Columns in a Workflow

I need to access a custom column of User Information List in a work flow. I've create a new column named MyCol in User Information List and now in a workflow I want to access to in when I lookup ...
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1answer
485 views

How to Send Email using SPD Workflow ??

I have configured SMTP in IIS and also configured outgoing e-mail settings in Central Administration. But still I am getting error "The e-mail message cannot be sent. Make sure the outgoing e-mail ...
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1answer
304 views

How a Workflow can pass a list item through a site collection hierarchy

I have a site hierarchy like this: p c1 c2 I want to create a workflow to process a list item in c1 and under some conditions pass it to another list in c2 or as a workflow variable in p. ...
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1answer
120 views

If statement within If statement

i do hope you can help. Im very much an amatuer beginner when it comes to SharePoint Designer but am struggling with a list workflow issue. Im trying to set up a workflow to send emails to the ...
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1answer
148 views

How to reduce field on user profiles management using workflow in SP Online

I have some problem with my "holiday proposal" workflow in SharePoint Online (Office 365 - SharePoint 2010). I have created field (integer) "Free days" in user profiles. The main things is to ...
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1answer
309 views

No Option to Manually Start SPD Workflow on a Workflow Task List

I created a SharePoint Designer 2010 workflow attached to a Workflow Task List to Create Items in another list when the workflow task is completed. I have it set to run Manually, but the Ribbon ...
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1answer
150 views

Some SharePoint 2007 Designer Workflow actions don't pop up when selected under SSL

I can't seem to get SharePoint Designer 2007 to give me a dialog box when I select Workflow actions SEND EMAIL EXTENDED OR 3rd party LOOKUP SITE USER PROPERTY. I select the action, and nothing happens ...
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1answer
86 views

Workflow in sharepoint 2010 code

I'm new in sharepoint user 2010,so i wanna ask the question about workflow in sharepoint. My supervisor asked me to do sharepoint programming in development server with copy down all the codes and do ...
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1answer
115 views

Gather Data From User not sending task emails

I have a workflow with a gather data from component. The email is sent to a user stored in current item: Assigned Manager field in the content type that triggers the workflow. When the user fills out ...
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2answers
274 views

MOSS 2007 workflow not copying particular column to another list

MOSS 2007 workflow not copying particular column to another list I Created a workflow to move the list items to another list. A column with lookup field type is not moving to another list. The column ...
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1answer
398 views

How to return user or group in SharePoint Designer custom activity?

How can I return a user or group in SharePoint Designer custom activity? A return type of SPUser seems to be not possible. SharePoint Designer workflow does not recognize the return type. public ...
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1answer
838 views

Workflow Task Process - email notifications

Is there any way to display the consolidated comments for task process in descending order for an approval workflow ? The comments are included in task notification emails. i could not find any ...
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1answer
516 views

SPD 2010 Workflow update Calendar list based on Condition

I have created a InfoPath 2010 form + SPD 2010 multi-level workflow(Leave Authorisation Form). The infopath form is stored on a Forms library(Leave Authorisation forms Library) once it is submitted ...
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1answer
176 views

SD workflow not fired on adding a document

I am adding a document into a doc lib using custom code. I am doing this using the current logged in user account permission. after this i am editing the permission of the same document using system ...
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2answers
4k views

SharePoint Designer Workflow “canceled” by system account when using impersonation

In our farm we have the following issue: Created a workflow with a few easy steps. The first step is a "assign a variable" step, all following steps are within an impersonation step. That workflow ...
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2answers
2k views

Getting Information out of a “Collect Data from User” task

How do I get data out from the "Collect data from user" task that a workflow creates? So far my attempts have been failures.
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2answers
1k views

Sharepoint Designer Workflow Booleans

When using a Boolean variable in a SharePoint 2010 Designer Workflow is Yes/No suppose to synonymous with true/false? My workflow uses the "Set Variable" action to set my boolean and then later tests ...
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3answers
1k views

Workflow: How to copy current item to a dynamically determined location

Scenario: I have a group of users; each has a private document library (named with their userid). When a person updates a list item I need to put copy of the item into their library (using a codeless ...
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3answers
938 views

Update item in list trouble (using multiple look up criteria)

I have a workflow attached to a task list that sends out an email to the assignee to asking them to fill out and submit a form. The workflow sends daily reminders (I followed this post) until the task ...
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0answers
3 views

Workflow is not generating documents from templates - 2013

I have been trying to get this to work, I have created the content type and the template, set it up as the default content type. moreover, I have also specified the ContentTypeID in the workflow, but ...
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0answers
7 views

How to get task id on Visual Studio Workflow

I have designed a sequential workflow in Visual Studio and now I want to put a web part link on the email that will be send by workflow.My biggest problem is how do I send a link in email that will ...
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1answer
6 views

How to prevent losing formatting when copying string text from one list to another

I have a document list configured for incoming email. I am using the EmailReceived event receiver and SPEmailMessage to parse the email and populate certain table fields. For my 'body' field, I am ...
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0answers
20 views

1 email notification for each user

I have a custom list in SharePoint 2010.This list is to collect the metrics from each POC,which means each POC will have multiple metrics/items to update. Is there any way that I can send 1 email ...
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0answers
7 views

Access Request list new Workflow

We are trying to do some initial testing on the Access Request list in SharePoint Designer and create custom workflows. I can create and publish the workflow, but when I go back into SharePoint ...
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0answers
5 views

Continue workflow if value doesn't already exist in another list

I seem to be having a little trouble with this.. I have created a workflow that takes a 'Candidate' and the 'Desired Position' he is looking to apply for, and then creates a new 'Application' object ...
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0answers
8 views

Updating a Workflow broke ALL automatic workflows

After an employee attempted to re-Publish an existing fully functional workflow. That had a custom Approval.xsn. He was asked to update the (template/form) via infopath? We don't use infopath. We ...
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0answers
6 views

DecodeClaim - By workflow Action

How could I prepere a workflow action, which could claim user name from two difrent user domains. One is AD, and the secound is ADFS users. i:05.t|adfs|user@xxx.xx How could I translete this for ...
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0answers
6 views

Email event invite to Lotus Notes — workflow? REST? something else?

We have a list of upcoming events on our SP site. We want users to be able to click a button and get invites to put on their Lotus notes calendar. We've found _vti_bin/owssvr.dll to generate ics ...
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1answer
18 views

Cannot automatically start workflow for users outside of the active directory

I have a web part that is a form that links to a list that anyone who comes to the public site (i.e. people who are not in the active directory) can fill out. I have a workflow (created in SharePoint ...
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1answer
10 views

How to send email using SharePoint Designer and Person or Group Column type

I would like to send email alert to one or more people that exist in a person or group field. Is this possible using a workflow in Sharepoint Designer? Best regards.
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0answers
17 views

Sharepoint designer Workflow, “Title cannot be empty” error

I want to create a workflow with Sharepoint Designer 2013. If I create a new workflow it gets created but it doesn't generate an initial Stage for me, also if I try to add a new Stage it doesn't ...
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1answer
9 views

Duplicate workflow on the same list sharepoint 2007

i created a workflow on my custom list that does some actions. I want to duplicate the same workflow. I have to do that because many steps are the same. My problem is when i copy and past the ...
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0answers
17 views

calculated field in sharepoint site based on other field + workflow

I have created a calculated field which act on basis of BU(choice field) option as AAA, BBB, CCC. I have also created workflow to set ID increment. This work now as when user select BU = AAA Then ...
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1answer
14 views

SharePoint Designer Workflow Notifications

I need to create a SPD Workflow where an email should be sent to a manager from a user and the manager has 7 days to review the email and approve it. If the manager approves the email before 7 days ...
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1answer
18 views

Is it possible to move a SharePoint 2010 folder from one document library to another with a workflow?

I would have thought an overwhelming yes but it does not seem so... I know you can do it by opening in explorer but I need to do it with a workflow preferably with SharePoint designer but if it can ...
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0answers
11 views

How to look up SP Groups in Lookup for String dialogue

I'm trying to set a workflow Variable to a SP Group. When the Lookup for String box opens, I'm not sure where to find the name of the SP Group. Can someone give me a hand?
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0answers
15 views

Replacing List Permissions in Workflow (Sharepoint 2010)

I have a form that dumps out a text field that basically looks like this: ;domain\user1;domain\user2;domain\user3 I wish to use the 'Replace permissions of item' workflow action to add all of ...
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0answers
16 views

after updating February CU for SharePoint Server 2010 (KB 2597150) Workflow Issues

After installing February CU for SharePoint Server 2010 (KB 2597150), - I changed UserDefinedWorkflowMaximumComplexity to 10000 as I had 7 approval process in my SPD workflow. Now when the workflow ...
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0answers
18 views

“Remove List Item Permissions” missing in SharePoint Online workflow

I'm trying to change permissions at the item level via a SharePoint workflow. A lot of posts point to using 2010 workflows in 2013 SharePoint Designer, and one of the actions the posts say is ...
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1answer
23 views

Multiple Workflows on SP 2010 List Item

I have developed an Incident Reporting site for a client that has multiple workflows attached to a list. There are 11 total workflows here that email out various stages of an Incident. There are ...
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0answers
25 views

Associated Lookup column

I have a SharePoint 2013 list that contains a lookup column, and additional columns associated to that lookup. For example lookup column 'Car' and the associated is 'Car:CarDescription'. I have a ...
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0answers
25 views

Sharepoint designer workflow task action not initiating

I am using a SharePoint designer workflow and it works until it gets to the step where it assigns a task to a user. When the workflow is initiated it goes through all of the steps until it reaches the ...
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0answers
14 views

Problem regarding SPD Workflows

I have a document library, and I have a SPD 2010 workflow with 4 different scenarios. In first scenario, I submit values and workflow starts In Second scenario, user approves or rejects (approval ...
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1answer
18 views

How to edit email notification workflow in InfoPath?

Is it possible to view or edit a workflow for email notifications only in InfoPath, and NOT with SharePoint Designer? I have been asked to manage a SharePoint site that someone else built. It uses ...
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1answer
33 views

Can you open/edit a sharepoint 2010 workflow in sharepoint 2013

I have a site that has been migrated from SP2010 to SP2013. It has a list with a SP2010 workflow associated with it. Is there anyway I can open it to see what it does? The original site has gone so ...
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1answer
12 views

Looping using SharePoint Designer 2013 to show available users

I have a task. I have a list called tickets where a user can submit trouble tickets. In addition, I have 3 engineers who handles these. If Engineer 1 receives the ticket he can either approve the ...
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1answer
19 views

Errors when creating OneNote document using SPD workflow

In our SP 2013 online environment we have the following situation: There is a document library that contains multiple content types (e.g. 'MG Document'). these content types are child types of ...
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0answers
17 views

SharePoint Designer 2013 Initiation form - How do I display field values from the list item on which the workflow is being run?

I have seen this question asked in the context of SharePoint Designer 2010 workflows, but did not find a viable solution provided. I would like to throw this question out for SharePoint Designer 2013 ...