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

3
votes
0answers
444 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 ...
2
votes
0answers
30 views

How to get a summary of all SharePoint discussion board posts that day

I am using SharePoint 2010 and have access to SharePoint designer 2010 to create workflows. I would like to create a workflow that notifies users of all new discussion board posts made that day. This ...
2
votes
0answers
128 views

Workflow getting Access denied when calling the rest web service call

I have followed the MSDN article to give app permission to the Workflow and added the app step in the Workflow with elevated privilege. Under this step, made a web service call to {web ...
2
votes
0answers
229 views

SharePoint Custom NewForm and EditForm Redirect to Workflow Initiation Page

I need assistance with redirecting my custom newform.aspx and editform.aspx to a custom sharepoint designer workflow initiation page. I've been testing form action buttons in both new and edit form ...
2
votes
0answers
326 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 ...
1
vote
0answers
16 views

Unable to register the Workflow Service with SharePoint(HTTP)

Unable to register the Workflow Service with SharePoint(HTTP) When I run the command to register: Register-SPWorkflowService -SPSite http://servername:port/ -WorkflowHostUri ...
1
vote
0answers
73 views

Sharepoint 2010 - Workflow, return field as Lookup Values, Comma Delimited getting both lookup id and lookup value

I'm working on a simple workflow in SPD 2010 which is going to send an email to multiple recipients based on lookup values and even though I set the "Return Field As: Lookup Values, Comma Delimited" ...
1
vote
0answers
14 views

Sharepoint reusable content type workflow

I am having a SharePoint 2010 type designer reusable workflow that is associated to a content type that sends an email when an item is created in a list. There are multiple sub sites where the list ...
1
vote
0answers
48 views

Setting managed metadata field via Sharepoint Designer 2013 Workflow

I'm trying to copy an item from one list to another via a workflow in Sharepoint 2013. I can create the item and set the fields to equal the Current Item's value for that corresponding field, and it ...
1
vote
0answers
16 views

Creating new discussion using designer 2010 workflow not showing discussion item correctly

I have created a designer 2010 workflow in SPD 2013 which will create a discussion in discussion board when a user will add an item to my custom list. Now item is created but when I checked its root ...
1
vote
0answers
65 views

Event receiver not firing when item added by workflow

event receiver not firing when item is added by workflow. Its working perfectly when we manually add item to list. I am using SP Designer 2013. When we add item through workflow, it shows that item is ...
1
vote
0answers
35 views

SPD workflow - Stop workflow if item is deleted

Environment SharePoint 2010 standard I have create a SharePoint designer workflow attached to a content type. The content type is then attached to a SharePoint list. In the workflow I have set ...
1
vote
0answers
42 views

How can I include a thread from a Discussion Board on a page?

I have a feature on my SharePoint 2013 site that allows a user to create a list item, and then a workflow that sends out an email with details about that item. What I would like to do now is turn the ...
1
vote
0answers
14 views

How to rename a list-associated SPD2013 WF?

I have 20 sites that all have the same SPD2013 WF - it is a WF that executes on a specific list when an item is added or changed. We goofed on the naming of the WF and would like to rename the WF. Is ...
1
vote
0answers
327 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
25 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
94 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
0answers
84 views

Copying an attachment from one Custom List to another using a workflow

My initial requirement is to have column level permission in a custom list.(Set of users can see the column and set users cannot). Since SharePoint doesn't support column level permission i have ...
1
vote
0answers
41 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
0answers
13 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
0answers
11 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
9 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
36 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
0answers
30 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
0answers
877 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
0answers
749 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
464 views

Approver comments in workflow emails

I'm working with a SP '13 designer workflow which is simple. One approval task was created for a user. After this approval task, I need a email which states comments and a notification of approval or ...
1
vote
0answers
501 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
152 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
117 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
0answers
110 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
112 views

Sharepoint 2013 workflow not firing when document checked in but works if checked out

We have a document library that has both Document sets and Documents. We also have a Workflow that is manually started by the user on any item in this library. The problem we are having is that the ...
1
vote
0answers
220 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
228 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
0answers
43 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
108 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
171 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
0answers
827 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 ...
1
vote
0answers
1k 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
0answers
333 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
83 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
0answers
36 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 ...
1
vote
0answers
379 views

Ways of implementing “Change Requests” behaviour in SPD 2013 workflow

I am implementing SPD 2013 workflow and have to add possibility to change requests in every task. In SPD2010 WFs we could set the Change Requests button and it created all the behaviour behind the ...
1
vote
0answers
172 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 ...
1
vote
0answers
156 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 ...
1
vote
0answers
159 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 ...
1
vote
0answers
395 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.
1
vote
0answers
568 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 ...
1
vote
0answers
145 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: ...
1
vote
0answers
204 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 ...