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
3answers
11k views

How do you send emails to external email address in sharepoint online workflows

My client is using Office 365 and has SharePoint Online. Is there a way to send emails to external users or external email address using workflows? More Info: This is what happens when I try to ...
1
vote
3answers
4k 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 ...
3
votes
1answer
4k 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 ...
4
votes
5answers
20k 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 ...
4
votes
2answers
324 views

Unauthorized access on microfeed workflow error

I'm trying to create a workflow for a newsfeed and I'm having issues getting it to start. Workflow steps is to log message to history list, send email, and log sent message. I've used the same steps ...
4
votes
2answers
6k views

Daily e-mail reminders with workflows

I need a workflow which will check a custom list -for every row in this list- every day automatically and if the total value column is 0 then it will send an email to a user. Is it possible with ...
0
votes
1answer
4k views

Use workflow to move document within document library to different folder in same library

I am looking to use a workflow to move documents within a document library to a specific folder in the same document library (this to manage access rights on different documents via the libraries). ...
4
votes
1answer
5k views

SPD workflow impersonation step, who counts as author?

Impersonation Step quotes "The contents of this step will run as the workflow author" Will impersonation steps run with the credentials of the person who publishes a workflow the last time? If an ...
1
vote
2answers
286 views

Find Interval Between Dates Problem

I have a very odd problem, one that's been baffling me for over a week now. I have a workflow designed to create a new task a set period of time in the future once a current task expires. These tasks ...
1
vote
6answers
5k views

SharePoint 2013 Workflows List does not exist error

I am creating a SharePoint Designer 2013 workflow and I encountered an error which suspends my workflow. I've noticed that it only occures when I reference a lookup column to another list. The error ...
1
vote
3answers
2k 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 ...
0
votes
0answers
66 views

SharePoint 2010 Workflow Copy Item Action Succeeds but Throws Error

I have a very simple SharePoint 2010 workflow on a Document List in a SharePoint 2013 environment that checks a field on the current item an then copies the document to a different document list. The ...
0
votes
2answers
6k 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 ...
0
votes
2answers
2k views

SharePoint Designer workflow is looping itself when waiting for a field to change

I have a problem with a standard SharePoint Designer workflow on a forms library in SharePoint 2010 Foundation. When the workflow is firing off it is designed to fill some information in against the ...
6
votes
2answers
591 views

Office 365 developer site SharePoint 2013 preview: SPD2013 workflow is always canceled

I try to create a workflow using SPD2013 preview on the Office 365 developer site (company.sharepoint.com). I can create and publish WF using SPD2013 without any problems, but when I start it on the ...
3
votes
2answers
4k views

Copying a globally reusable workflow in SP Designer loses form task fields and InfoPath rules

In SP Designer, I copied a globally reusable workflow in order to make it only reusable (not global) so I can save it as a template solution .wsp to move it to another farm. The problem is that the ...
2
votes
3answers
15k views

SharePoint 2010: 3 of 6 Workflows “Failed on Start”. SharePoint Designer Workflow Works Fine?

Three of the six workflows that are on one of my site collections in SharePoint 2010 are resulting in "Failed on Start" as soon as a document is submitted to a document library. The other three ...
1
vote
1answer
604 views

How to create a list item in a separate site collection using 2013 workflows and SPD?

How can I, using sharepoint designer, create a 2013 workflow that creates list items in other site collections than the one that the workflow was initiated in? I have read that it is possible with ...
1
vote
1answer
418 views

How to check if user has a permission to complete task in InfoPath task form?

Is it possible to check if the user has enough permissions to complete task in InfoPath 2010 task form? Or maybe it is possible to show to user read-only view if he has lack of the rights. The full ...
4
votes
1answer
6k views

How to add values from a “Person or Group” list column type to workflow email To or CC field

On SharePoint 2007 I have a custom list with a custom content type. The content type contains (among other things) a Person or Group typed column that allows the creator to add additional ...
2
votes
4answers
11k views

How to Copy List item to Another list using sharepoint designer 2013 workflow

I have used this workflow action in past with designer 2007, 2010, but 2013 sharepoint designer has Copy List Item workflow action missing. i am building a workflow in 2013 deisnger, now i want to ...
2
votes
2answers
3k views

Manually start SharePoint 2010/2013 workflow in SharePoint 2013 farm?

Is it just my SharePoint 2013 environment or does anyone else experience the follow issue: a SharePoint 2010 workflow attached to a SharePoint 2013 list cannot be started manually for individual ...
1
vote
2answers
997 views

ASPX vs HTML forms

I would like to create a couple of custom new/edit forms for lists. In the past I used InfoPath but I wanted to move on to an alternative since InfoPath is going away. This would be my first attempt ...
1
vote
1answer
254 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
498 views

JavaScript OM to Approve Designer Workflow Task

I have a SharePoint Designer 2010 approval workflow and I am attempting to approve the tasks via JavaScript Client Object Model. I am able to change all of the fields to "Completed"/"Approved" but the ...
1
vote
1answer
628 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
1answer
62 views

Are sharepoint workflows always sequential?

I have recently taken over a Sharepoint system in the last 3 months. Honestly I have never worked on Sharepoint before and most of my knowledge is via google and reading lots and lots of ...
0
votes
1answer
502 views

How to rename a file using a SharePoint 2013 reusable workflow

I'm trying to create a workflow in SharePoint Designer that will automatically rename files as they are created/uploaded in various document libraries, to a pre-determined 'item ID' pattern. The idea ...
0
votes
1answer
1k views

How to get Principal Id of a User in Workflow

I am trying to set unique permissions on a list for specific users, and in order to do this I must be able to pull the principalId of the user from within a workflow to be used in a REST call in the ...
0
votes
1answer
5k 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 ...
6
votes
1answer
2k views

Workflows do not continue after user completes a task nor do they update task outcome and percentage

I'm testing this with a simple workflow: Log message "Workflow has started" Assign a To-do item Log message "Task is completed" Here's what we did to make it stop working: We went and changed ...
6
votes
4answers
20k views

Easiest way to start SharePoint workflows on a bunch of list items in SharePoint 2007?

Right now I've created a few SharePoint Designer workflows in SharePoint 2007, I need to start them all up for each existing list item at (more or less) the same time. I'm not terribly worried about ...
4
votes
2answers
2k views

Send Plain Text Email from SharePoint Designer 2010 Workflow

In Microsoft's infinite knowledge it appears as though they force all emails to be sent as HTML in SharePoint 2010+. This is causing a great deal of pain as the emails that are sent from the ...
3
votes
1answer
220 views

SP Designer Workflows doesn't work

I have a big problem to start the SPD Workflow as well as in 2010 version as in 2013. I need to create the workflow for SP 2010 list and downloaded the SP Designer 2010. I am the beginner in this area ...
2
votes
2answers
115 views

SP13 doesn't recognize list item changes when made by a workflow

SP13 doesn't recognize any list item changes when they are made by a workflow. (2010 workflows did) Therefore does not trigger any list workflows on "item change". Items need manual change to trigger ...
2
votes
2answers
1k views

Get URL of list item attachment from Sharepoint Designer 2010

I've found tons of questions where people are looking to get the URL of an attached file after the fact via CSOM or JSOM, or some other means. I am looking to get the URL from Sharepoint Designer, ...
2
votes
1answer
3k views

How can I set up a workflow to count the number of items in a list?

I am trying to set up using a SharePoint 2010 workflow that will count the number of non priority 1 tickets in a custom SharePoint online list. What I would like to have it do is go through the list, ...
2
votes
3answers
2k views

How do I add leading zeros to a variable in Sharepoint 2010 site workflow?

I'm using Sharepoint 2013, but this particular site workflow is a 2010 version. I'm trying to accomplish this in Sharepoint Designer. This workflow creates a new document, and assigns a given number ...
2
votes
3answers
2k views

which one is better considering performance, workflow or event receiver?

Using events like ItemAdded, ItemUpdated which one has the good performance on custom list. What can be preferred considering there are large lists?
2
votes
2answers
5k views

Copy file in a library to a folder in another library with Workflow

I using SharePoint Online 2013 and Workflow 2013. I need copy a file in the library "A", folder "Test1" to the library "B" to the folder "Test2". I need do this using Workflow. In the function ...
2
votes
2answers
5k views

How to delete a Workflow History list?

I have a workflow history list that I keep accidentally using to create new workflows, but it is corrupt so I spend a lot of time recreating workflows because I can't figure out how to delete it, and ...
2
votes
1answer
603 views

SharePoint Online 2013 Workflow to change file permission in Document Library?

1.What are my options with SPD 2013 If I want to change file permission in a workflow? 2.Where does SPO host 2013 Workfows? 3.If connecting to SPO Can I use Worklow Manager 1.0? 4.Will I need to ...
2
votes
1answer
7k 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 ...
2
votes
1answer
21k 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 ...
1
vote
1answer
45 views

if-and-else-if workflow

I am having a problem in my workflow. Basically I have two variables (1) Business Unit and (2) Billing Information. I am creating a workflow that would hold the following: If Business Unit = A AND ...
1
vote
2answers
958 views

Workflow Suspended at Email

My SharePoint 2013 workflow keeps suspending itself at the point it's supposed to send an email. The email details have been specified in Central Admin but it's still not working. When the workflow ...
1
vote
1answer
270 views

Sharepoint Designer 2013 crashes when I publish a workflow with a approval process action

From a few days I can no longer publish with the SharePoint Designer old and new Workflows that contain a simple approval process Action, like this -> Start Approval (7) process on Current ...
1
vote
1answer
860 views

How can I copy a document across team sites using SP Designer developed workflow?

I have a requirement to, via SP Designer developed workflow, copy a document from a document library in a team site to a document library in a different team site. This workflow would be manually ...
1
vote
2answers
5k views

Is it possible to run single workflow instance for multiple item?

I have created a SharePoint Designer 2010 approval workflow and I am starting this workflow on item created. Now when I am adding multiple items it is starting workflow for each item but I want to ...
1
vote
1answer
954 views

Send Email notification if task is not completed 7 days prior to the due date

I am working with SharePoint 2013 Designer Workflow. I am not sure how to Send Email notification if task is not completed before 7 days of a Due Date.