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.
5
votes
2answers
260 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 ...
4
votes
3answers
854 views
SharePoint Designer Workflow Not Always Firing
I have a very simple SharePoint Designer workflow on a SharePoint list. All it does is fire when a new item is created, copying one column value into another.
The workflow generally does exactly what ...
4
votes
1answer
2k 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 ...
3
votes
1answer
1k 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 ...
3
votes
2answers
2k 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 ...
3
votes
1answer
132 views
Workflow lookup over another site
Is there any way to look up items from a soap data source in a workflow with sp 2010?
I have a site (Organization) contains a sub site (Departments) and this sub site contains many other sub sites ...
3
votes
2answers
223 views
Workflow made in designer not working in Production
I've made a workflow in Designer which I invoke trough code in Visual studio. The solution is working fine in my Development machine, but when I implement to the production I get an error:
Object ...
2
votes
5answers
616 views
How to copy email body from a workflow step
I can't seem to copy from the body of an email from an action inside a workflow step. I can paste new content in, but can't seem to invoke the magic input to get copy to work. Is there some way to ...
2
votes
2answers
78 views
Difference between nintex workflow and basic sharepoint workflow
Please guide me on the difference between the workflow created using nintex and basic sharepoint workflow that is created using sharepoint designer or code.
2
votes
4answers
5k 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 ...
2
votes
1answer
1k views
Setting approvers in the Approval workflow using SPD workflow action
I need to build a document approval workflow for a sharepoint document library. The workflow needs to be exactly like the OOTB approval workflow with the exception that the Approvers depend on a ...
2
votes
1answer
35 views
Is it possible to change the value of “Created By” in Comments list of a blog?
I have a SharePoint blog where few people can contribute but everyone can comment. But they want to comment as anonymous. So I created a new column in Comments list called "Post as anonymous" with a ...
2
votes
1answer
82 views
How do I kickoff workflow after new document added to library?
I've created a workflow for a library. I have it associated as I can see in SharePoint Designer. How to I set the workflow to trigger automatically and begin the workflow once a document is added. I'm ...
2
votes
1answer
136 views
Use count-related column value as int in a SP Designer-workflow
I have another problem concerning the count-related column-value of SP2010 in a workflow(see also: How to get count related Lookup value programmatically? ).
my use-case: I have a column "actual ...
2
votes
1answer
214 views
Generate unique filenames
I was just wondering if there is a way of Generating unique filenames when uploading a new
document or multiple new documents to a library.
I am trying to avoid a situation where a user might ...
2
votes
3answers
2k views
How to resolve full names from a Person or Group column (that contains multiple entries) in a designer workflow
I have a custom list with a custom content type, with a workflow, on SharePoint 2007 as outlined in this other StackExchange question.
I'm using a Person or Group typed column to contain a list of ...
2
votes
2answers
2k views
Saving workflow as template and importing to another site collection is not working
I've created primitive reusable workflow (with the only action log to history list) using SPD 2010. Under option Pick a base content type to limit this workflow to I leave All content types.
After ...
2
votes
1answer
252 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 ...
2
votes
0answers
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 ...
2
votes
1answer
244 views
Overdue task email notifications out of the box?
I've created a simple SharePoint 2010 Designer workflow that starts the approval process on a document library. It assigns workflow tasks to users just fine and e-mails the initiator when the workflow ...
2
votes
1answer
88 views
Workflow taking a long time to start and causing a jump in sqlservr.exe
I have a workflow that checks an item in another list, and based on the data in that list item, will fill data in some of its own columns. The trouble I am having is that every time the workflow runs, ...
2
votes
1answer
228 views
Sharepoint Designer Workflow Error Occured at start
I have a couple of workflows made in SharePoint designer, that create a looping effect to process items in another list. Basically, one workflow starts when a yes/no field equals yes, the other starts ...
2
votes
0answers
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 ...
1
vote
2answers
115 views
WSS 3.0 Uninstall SP 2
Is there any guidance on how to safely rip out service pack 2 for SharePoint Services 3.0? It appears to be causing some problems with designer-based WFs that are self-referencing.
1
vote
3answers
12k views
Two level approval workflow in sharepoint designer 2010
I want to create an approval workflow that goes like this.
Form filled in -> click submit -> send to first person to approve ->(if not rejected)-> send to second person to approve ->(if not ...
1
vote
1answer
40 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 ...
1
vote
1answer
341 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 ...
1
vote
1answer
45 views
My list displays two columns of the same workflow
One of the oddest things I've seen on SharePoint to date...
I have a list which was created from a template with a few workflows already attached to it. After I created the list, I deleted all of the ...
1
vote
1answer
62 views
Updating an active Designer workflow
In SP2010, I have a list workflow that was built in Designer only - no code. I need to make a small change and must understand what happens to workflows in progress when I do this. The workflow ...
1
vote
4answers
803 views
Workflow to change title of uploaded documents?
Ok so I have a request from a user and I'm not sure how I can achieve this...I'm thinking workflows but not sure.
Basically what she wants is to have a Document Library where she can upload ...
1
vote
1answer
172 views
Is it possible to have the round robin logic in the sharePoint list 2010?
Is it possible to have the round robin logic in the sharePoint list?
I have two lists in SharePoint 2010. In List A i have Assigned to field column(people or user group). In List B i have two fields ...
1
vote
1answer
1k views
SharePoint 2010 Workflows, Impersonation Steps,and Security
I'm starting to do some workflow design with SharePoint 2010, and I like the idea of the Impersonation Step. I plan to use it to modify the security settings of submitted items (such as not allowing ...
1
vote
1answer
994 views
Workflow not trigger after new item created
I have a Custom List and the list attached with SharePoint Designer 2007 workflow where trigger when new item created.
If I programmatically create an item in a Custom List, will the action trigger ...
1
vote
1answer
40 views
How to add workflow task's “Edit task” button (or link) in a workflow email?
I have a workflow designed for calendar events. As soon as the user adds an item, I initiate the workflow to send an email to the manager for approval.
For example (I edit the workflow in SP ...
1
vote
1answer
31 views
SP 2010: How to print comments collected in workfloow, in email
I have setup my first SharePoint Foundation 2010 system but I have hit a wall with regards to a workflow I have created.
In the workflow, I collect two fields "Approval Status" and "Manager Notes," ...
1
vote
1answer
406 views
Creating Document with SharePoint 2010 Workflow: can I create xml file
So I found this resource on how to use SPD Workflow to create a new item (or document) in SharePoint 2010. This is exactly what I need because I can fill a field (column in a list) with the string ...
1
vote
1answer
119 views
Getting a managed metada field to use in sharepoint 2013 workflow condition
I'm working on a SharePoint 2013 publishing approval workflow that needs to compare if a managed metadata field in a newly created item is set to a specific value. This in order to assign a task to a ...
1
vote
1answer
636 views
How to get the correct reference to a Folder created within SharePoint Designer Workflow?
I have a SharePoint Designer workflow on a custom list that creates a corresponding folder in a document library. I then want to associate the firing list item to this newly created folder using the ...
1
vote
1answer
233 views
Sharepoint workflow ignores approval condition
I have a custom workflow (created through SharePoint Designer) that starts with an approval task and then sends emails to different people if the submission is approved.
I have an if clause in the ...
1
vote
1answer
112 views
SPD custom workflow takes more time to resume than expected…?
I have a custom workflow designed on SP designer with few sequence of actions. In one of the step, trying to pause the workflow for few mins(5mins) however noticed that it is taking more time to ...
1
vote
1answer
4k 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
2answers
2k 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 ...
1
vote
1answer
303 views
Changing an active Designer workflow
In SP2010, I have a list workflow that was built in Designer only - no code. I need to make a small change and must understand what happens to workflows in progress when I do this. I'm not changing ...
1
vote
0answers
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 ...
1
vote
0answers
26 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 ...
1
vote
0answers
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 ...
1
vote
1answer
41 views
SP2010 Workflow Copy Item Error
I'm having issues with a workflow that copies items from one document library to another after an approval process. The workflow starts automatically when an item is changed. It gets cancelled and I ...
1
vote
1answer
32 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
46 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 ...
1
vote
2answers
66 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 ...
