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.

learn more… | top users | synonyms

1
vote
0answers
2k views

Check in/out current item in a sharepoint designer reusable workflow

I am using sharepoint 2013. I have created a reusable worklow. In this workflow I do some logic to publish approval stuff. After I approve the task I got some error that the item is not checked out ...
1
vote
0answers
375 views

Coercion Failed: Unable to transform the input lookup data into the requested type

I am getting this error "Coercion Failed: Unable to transform the input lookup data into the requested type." intermittently in a SP designer Reusable workflow.This workflow is triggered on item Added ...
1
vote
0answers
488 views

How do I fix a “Windows Workflow 3.0 required” error when editing a workflow in SharePoint Designer 2013 SP1?

I have a Windows 8.1 machine that needs to edit workflows within SharePoint Designer (2013 SP1). Whenever a workflow is clicked on one of two errors is received: 1) Server side activities have been ...
1
vote
1answer
486 views

Best practices for SP 2013 workflow development and deployment

I'm currently in the process of defining how workflow development should look like in my company and how the different environments (development, integration, qa and productive) are being updated. ...
1
vote
0answers
38 views

How to Remove “Relative Item” from alert notification send by a task

I enabled the alert notification for SharePoint 2010 task list. But in the notification Email i am getting "Related Items" link in the json format. I don't want to show that in the email notification. ...
1
vote
0answers
180 views

SPD 2010 workflow, update (add and delete) lookup column

I have a list (with a custom InfoPath form) in which I have items that have a Parent / Child relationship with two lookup column to the title column of same list. The two lookups are "Child of" single ...
1
vote
1answer
1k views

Permissions to write to External List from Workflow

I'm attempting to create a SharePoint workflow that creates a new item in an external list using the "Create item in [External List Name]" action available in SharePoint Designer. Currently, I keep ...
1
vote
1answer
265 views

Imported workflows not visible in Sharepoint 2013 Desinger

If I save a SharePoint 2013 workflow as a template, then follow the process to add that workflow to a different site in a different site collection, the "imported" workflow is visible in the browser ...
1
vote
1answer
51 views

IRM x Workflow in SharePoint Online 2013

Are there any restrictions on using a workflow in a library with IRM enabled? I'm using SharePoint Online 2013.
1
vote
1answer
933 views

Task List ItemAdded Receiver doesn't work for workflow created tasks

Why doesn't the ItemAdded Receiver get called when a task was created by a workflow, but when a user created a task it does? I tried setting the Receivers ListUrl to my list URL and tried using the ...
1
vote
1answer
109 views

Workflows in 2013 and 2010 can not change a library column with IRM enabled

I am using SharePoint Online, I'm trying, via workflow, define a column of text in a library that is enabled with IRM and demanding check out to edit a document. However, the flow can only update ...
1
vote
2answers
904 views

Remove spaces from column

I am not sure if this is can be done with a calculated column or with a sharepoint designer workflow, therefore I used both tags. Basically I need a way to remove all spaces from an existing column. ...
1
vote
0answers
137 views

How to use “matching” field from one list to the same field in another list in designer?

I have a library which has a person field for each document. I have a list which has the same columns. When a document is added to my library, I want to update all items in my list with a line of ...
1
vote
1answer
119 views

Backup of Workflow in SharePoint 2010/2013

Is there anyway in which we can take a backup of the SharePoint designer list workflow in SP2010 or SP2013? Or any workaround to do this? We were looking at replicatin a workflow from dev to test ...
1
vote
0answers
18 views

Workflow history reset whenever triggered

I'm working on SP Foundation 2010 I have a task list and whenever the task is reassigned to another person I need to track it. I've created a column called old-assigned to so whenever the task is ...
1
vote
1answer
148 views

workflow 2013 error

I have a sharepoint 2013 farm with 4 servers. I install and configure workflow manager 1.0 successfully. when I create a workflow of template workflow 2010 on my list it create and run properly. ...
1
vote
0answers
17 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 ...
1
vote
0answers
16 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 ...
1
vote
0answers
44 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 ...
1
vote
2answers
1k 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 ...
1
vote
0answers
41 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
vote
1answer
171 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
vote
1answer
2k 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: ...
1
vote
1answer
241 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
vote
1answer
183 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
vote
1answer
1k 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 ...
1
vote
2answers
1k 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 ...
1
vote
0answers
2k views

SharePoint 2010 designer workflow stuck at “Starting” status

I have created approval designer workflow on a sharepoint document library. The workflow runs when the item is created or updated. It was working for fine until last month.. Suddenly it stopped ...
1
vote
1answer
37 views

Best approach to archive the Workflow log?

We have a custom reusable workflow runs on the document library and logs the actions into a custom List. Now, we want to safely archive the workflow log. what would be the best approach? shall we do ...
1
vote
0answers
1k views

Cannot create SharePoint 2010 workflow in SharePoint Designer 2013

Has anybody encountered the error below in creating SharePoint 2010 workflows in SharePoint Designer 2013? The list of workflow actions on the server references an assembly that does not exist. ...
1
vote
0answers
743 views

How to update an existing list item during a workflow to capture the newest list item

I have a custom build list to store status updates on a project. To add a new item, one simply click + NEW ITEM, fils in the Infopath 2013 form and clicks SAVE. Then a workflow is triggered to convert ...
1
vote
0answers
246 views

sharepoint designer workflow: set outcome in case of change request

I have SharePoint Designer workflow and I've set change request and reassign button in my task form, I would like to set the outcome column into change request, or reassign status when each of them ...
1
vote
0answers
389 views

mailto in Workflow emails

I'm using SharePoint 2007 and I have created a workflow to send a reminder email to the owner of the item a few days before the due date. I'm using <a href="mailto:someone@somewhere.com?">Some ...
1
vote
1answer
280 views

SharePoint Designer 2007 Workflow - Copy list items based on common field

I have 2 lists. One is a master job tracker, the second is a job activity tracker. Jobs are assigned numbers, based on that number, if an activity is created in list 2, I want to pull certain fields ...
1
vote
0answers
162 views

is it possible to have a sharepoint workflow that can dynamically switch content types?

I have a document library that contains 5 content types ( different word documents that have quickparts in them ) I have another list that has some customer information. I want to start my workflow ...
1
vote
0answers
280 views

Multiple approval workflow by sharepoint 2010 foundation

I have created custom approval workflow on sharepoint2010 foundation designer, I used "Collect Data from a user" action property but it is not allowing me to start workflow automatically, it's through ...
1
vote
0answers
439 views

SharePoint Designer 2010 workflows stuck on in progress

I was following this blog http://sharepointgypsy.blogspot.co.uk/2011/10/create-state-machine-workflow-with.html about SharePoint Designer 2010 state machine workflows and edited the choices in the ...
1
vote
1answer
618 views

SharePoint event receiver ItemUpdating event behaves differently when a list item is updated through Workflow

I am having a SharePoint custom list which is having a designer workflow and event receiver attached to it. In the event receiver on ItemUpdating event I am having the below code to check if a ...
1
vote
0answers
71 views

Content type inheritance on Link to Document

I'm working on a reusable workflow in SP 2010 that moves documents through our management chain, where each member of that chain provides metadata input that can't be seen by those lower in the chain. ...
1
vote
0answers
500 views

SharePoint Designer Encountered an error Verifying Form Template

Good Morning I have created many workflows, so i know how to do it. Recently, i started getting this error. I have even went back to a fresh site collection, made a simple workflow of "Send an ...
1
vote
0answers
381 views

Sharepoint designer - Collect data from user error

I am new to sharepoint workflow development. I created my workflow in sharepoint designer 2010. My problem is the following: My workflow has a few steps, in every step I use the "collect data from ...
1
vote
1answer
727 views

Save workflow as template not working

I need to save my reusable workflow as template in SharePoint Designer 2010. When i tried saving my workflow i am getting this error. "The server was unable to create your template. Please notify ...
1
vote
1answer
92 views

is there an online reference guide for Workflow lookup fields?

I really need a better way than trial and error of figuring out what the different Define Workflow Lookup Data source and Fields are. Is there a good book or online reference tool I could use?
1
vote
0answers
2k 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 ...
1
vote
1answer
207 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
vote
2answers
1k 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 ...
1
vote
0answers
609 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
0answers
124 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,
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.
1
vote
0answers
42 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 ...