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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28 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 ...
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180 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 ...
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19 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 ...
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28 views

Getting a “Content types that are available to this Document Set have been added or removed”

I am creating document sets through workflows. Edit: I just tested and I'm getting this message for manually created documents sets as well. Every new document set is showing the message: Content ...
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24 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 ...
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74 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 ...
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27 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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26 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 ...
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95 views

SharePoint Designer customized approval workflow- look up help

I am building a customized approval workflow. When the email is sent to the approver there is a link within the email that will direct the approver straight to the form that was filled out by the ...
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115 views

Workflow Lookup to multiple values

Assume a three lists as below: User (Name) Process (Title, Members) How can we lookup a person where the person is one of the process members? In short, I don't know how to lookup over an array ...
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130 views

How to assign a value to Form field from association form?

In Sharepoint 2010 Workflow, there is a Association form with two fields. When associating the workflow with list, user is populating the association fields. Now, I would like to assign the ...
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191 views

Schedule workflow or email notification

Just wondering, is there a way to schedule (e.g. 1st day of each Month) a workflow or send email notification for a list, without using powershell or C# code.
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304 views

Issue with customizing approval process in sharepoint designer

Update--- It appears the that the workflows are completing but it is taking an hour or so to process. Has anyone encounted this before???? I have created on a list a sharepoint designer workflow that ...
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118 views

Problem with starting SPDesigner workflow programmatically

When we start SharePoint Designer workflow, which updates an item in the list, from code on custom web part page (with custom webpart added on it), we got following error: ...
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162 views

Start SharePoint 2010 Designer Workflow using Visual Studio Event Receiver

I have created one send email workflow using SPD 2010 for my custom list (like Licnese Management). Now, I need to start that workflow only on specific condition like, If Deactivation Date / Valid ...
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142 views

The pause duration is (very)longer when number items are huge

We have a custom (SPD)workflow(manually starting) on a custom list which has 7000 to 8000 items and growing. "Pause For Duration" action is used to pause the workflow for 5mins and roughly 30 to 50 ...
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181 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 ...
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429 views

Irregular behavior in SharePoint Designer based workflows

I am using SharePoint Designer 2010 to build list workflows. However, workflows that I have built and tested are unpredictably disappearing from the list of WFs available to run in the browser UI. ...
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292 views

SharePoint Online Globalization and Localization

I am developing a SharePoint Online WebSite using SharePoint Designer 2010 that has several content types, lists and workflows. One request is that the user must be able to select the language or ...
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6 views

Deleting a condition in workflow, how to move the workflow actions block up a level

I have a block of workflow actions that were supposed to run if a condition were true. I've eliminated the need on that condition however, and deleted the condition. Now I'm not able to compile the ...
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5 views

How to use Workflow to Copy a document into a Document Set instance

I have a workflow that creates a document set instance in a library and I wanted to extend it to create a document inside that Document Set instance. Unfortunately I cannot rely on default doc set ...
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7 views

Task notification email shows Due Date of “None”

The OOTB Approval workflow sends task notifications to the CC line you specify when triggered from a workflow. I've noticed in the notification the Due By is None, even though I specify the due date ...
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40 views

Copy multiple list items to another list field based on a condition with SPD 2010 workflow

Is it possible, using SharePoint Designer 2010 (SharePoint 2010 Enterprise Edition) to copy multiple list items from list A (Personnel Clearances) to a single field (of any type) in List B (DD254) ...
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11 views

SharePoint Online o365 A2/P1 License questions

o365 SPO 2013 I've read the compare chart between A2 and A3 but wanted to confirm here: With A2 (SPO P1 I think)... Can we create custom 2013 workflows? Create and serve Infopath Web forms with ...
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19 views

First o365 SharePoint Online Workflow - A2/P1 license issue?

Probably doing something wrong, but wonder if it's a License or settings issues in o365. Created a new Library (where I have owner rights) in SPD 2013, added a very simple workflow that emails ...
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11 views

Customizing the Collect Feedback Workflow

I'm wanting to use the collect feedback or the Start Feedback Process workflow tasks or Collect data from user activities to create a workflow. But Im not sure which would be the most flexible. The ...
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19 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 ...
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37 views

Form_URN and Current Item URL - both do not work when used in a Task email notification to provide a clickable link

I found in a few threads that I could use Form_URN in my email notifications that a task was over due, but this does not work for me. I have tried in several different workflows, so I know it isn't ...
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23 views

Deleting a Task or List Item leads to “Item does not exist. It may have been deleted by another user.”

every time i try to delete either a list item or a task i get this error. it is nothing more than annoying, as i notice the deletion actually occurs, but i really want to turn it OFF. any way?? this ...
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49 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 ...
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67 views

Workflow history no longer accessible-object reference error WrkStat page

The workflow history was >6m records, so I have redirected all workflows to rite to other custom history logs while running a job to purge 1k records every 15 minutes. When I attempt to check the ...
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31 views

Auto-aprove Task Status based on column option in my list?

I am trying to have the status of my task automatically updated when a list field equals a specific option (this would eliminate the need to go into the task and 'Approve' the status therefore ...
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39 views

Setting a person column in a SPD workflow on Office 365, getting claims ID in UI

I'm trying to set a Person column in a list item inside of a SharePoint Designer workflow. No matter how I try to set the column, I get the same result: the column is set using the user's claims ID. ...
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19 views

Access additional user information column keyed by “Created By” in SPD workflow

In SharePoint Foundation 2013, I would like to create a SPD list workflow that takes different action based on the value of a custom column in the User Information List (keyed by who created the list ...
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91 views

Setting Person field type in a SharePoint Designer Workflow does not work for Groups

I am using an InfoPath form for my document library. Because of issues with InfoPath Person/Group fields mapping to SharePoint person/group fields correctly, I have a workflow that runs on form ...
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108 views

SharePoint Designer 2013 will not let me send emails through workflow to non-authenticated users

We have a public-facing SharePoint site. I am trying to send a notification to a user if they sign up to receive updates with their email address. SharePoint Designer is giving me this error: The ...
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54 views

While associating workflow to list it is giving unexpected error

I have taken Site Collection Backup and restore it on different environment and created new designer workflow to associate it with list it is giving error page. In ULSviewer it is showing "Operation ...
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66 views

setting number type field in workflow creates “Coercion Failed: Unable to transform the input lookup data into the requested type.”

Here's my SPD workflow: 1) create item in Project Artifact Library (output to ID_of_PAL_item_created) 2) set Variable: PAL_ID to "ID_of_PAL_item_created" 3) Calculate PAL_ID plus 1 (Output to ...
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25 views

Designer Workflow Error only on first run after reset

SharePoint Designer Workflow we have an action that creates a folder item in a list and then copies a PDF document from a different list to that newly created folder. After an IIS or AppPool reset I ...
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19 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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96 views

Leave planner and its Gantt View in SharePoint with approval workflow

I am creating a leave planner with provision for approval in SharePoint with a Gantt Chart view of the leaves. The requirements are Add a new leave entry with start date, end date (status of entry ...
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64 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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37 views

Workflow status not updating column

We have created a SPD 2007 workflow which essentially creates a new item, as well as pining out a lot of tasks/emails etc. For our own purposes once the item has been created successfully we update ...
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59 views

Is it possible to set a value when collecting a task from a user

This is probably quite simple, yet i'm struggling to come up with an answer. I have: List A: Requests List B: Approval Tasks When a request is created a workflow starts that in step one "Collects ...
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91 views

Error in Custom workflow Activity in Sharepoint Designer 2010

I have create one Solution. on that time solution name was 'CrossSubsSiteAction'. deployed it successfully working my Custom Workflow Action from this articale : ...
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40 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 ...
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22 views

SharePoint Designer Workflow Logic

I am trying to build a workflow to update certain dates based on a based date. As far as I know if can only be possible via SPD workflow. Here is the logic: I have three date fields. BaseDate, D1 ...
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180 views

Can i create a simple custom approval workflow in SharePoint 2010 with a single approver?

I am trying to make a custom workflow for approving and publishing documents in SharePoint 2010. I looked at a number of example and tutorials but none that i could find address what i am aiming to ...
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54 views

SP Designer “Pause Until” variable update situation

I need to delve into what exactly happens in the "Pause Until" action in a workflow. I am trying to Pause until a calculated column which is a date, say we'll call it Notify. The calculated column is ...
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103 views

Failed to Start (retrying) on SPD workflow

I am facing a weird issue with MOSS 2007 SPD workflow for past couple of days. I had created a site from the Fab 40 Training site template. The workflows were kicked off correctly until last few days ...

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