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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5
votes
2answers
450 views

Please suggest SharePoint 2013 certifications

Currently i am working on SharePoint 2013 environment as SharePoint Administrator Have done 70-667 Microsoft Office SharePoint Configuring and 70-536 Microsoft .NET frame work application ...
5
votes
1answer
701 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 ...
5
votes
2answers
446 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 ...
5
votes
1answer
1k views

Importing a SharePoint 2013 workflow in Visual Studio

I'm creating a simple workflow in Visual Studio: I can deploy it, and it works. I then try to open it with SharePoint designer: However, the steps/activities/stages are missing. How come I'm not ...
4
votes
3answers
2k 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
771 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 ...
4
votes
1answer
3k 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
6answers
2k 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 ...
3
votes
4answers
10k 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 ...
3
votes
2answers
2k views

Difference between nintex workflow and basic sharepoint workflow [closed]

Please guide me on the difference between the workflow created using nintex and basic sharepoint workflow that is created using sharepoint designer or code.
3
votes
1answer
2k 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
1answer
38 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 ...
3
votes
1answer
161 views

Retrieve approvers from SPD Approval workflow programmatically

I have configured SharePoint OOTB Approval workflow on a library. In workflow I have added 3 stages of approval and 1st stage of approval is completed so workflow is in 2nd stage of approval. Now I ...
3
votes
3answers
611 views

Using author.dll with the Call HTTP Web Service action in SharePoint Online

Has anyone been able to use the SharePoint Designer "Call HTTP Web Service" action with the _vti_bin/author.dll methods? In particular, I'd like to move documents and their version history from one ...
3
votes
1answer
666 views

Unable to edit my custom List workflow (SP Designer)

There is an existing Custom List workflow on our SharePoint 2010 Enterprise site that I can't figure out how to edit. My main goal is actually to export this workflow to be able to port it to another ...
3
votes
2answers
277 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 ...
3
votes
2answers
3k 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
2answers
3k 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 ...
3
votes
1answer
430 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 ...
3
votes
1answer
285 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
0answers
408 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
2answers
201 views

Under what permission does Workflow run?

I would like to know under which account does the workflow run when:- Start manually Automatically on item added/changed And under account does an impersonation step run?
2
votes
2answers
78 views

Populate field value from a look up with the same index as another column

I know the title may be confusing, but I'm not sure how to word it better. I have a column from which my users will select an value in a look up table. Based on what they have selected, I want a ...
2
votes
2answers
110 views

Prevent target=“_blank” on Workflows

We have recently upgraded from SharePoint 2007 to SharePoint 2010. Now whenever a user clicks on a workflow to run on a list item it opens the initiation form in a new window. I have gotten 20+ ...
2
votes
1answer
314 views

Can a workflow be used to update a column's choice field values?

For example, I have a topic column that has 3 choices with the ability for user to "fill-in" their own topic. What i'd like to know is it possible to use workflows (or some OOB functionality) to ...
2
votes
1answer
2k 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
19 views

Identify person who completed a Collect Data task

I'm using "Collect Data From User" in a workflow to issue a task to a group. I need to be able to identify the member of the group who completed the task. The current solution is a People field in the ...
2
votes
1answer
64 views

XOML file in Workflow in designer

How to paste that XOML file in the workflow in production in detail.I have followed the steps you given and related to that other sites.But still i did not succeeded. Please specify in detail
2
votes
2answers
541 views

Configurable Email Templates - SharePoint 2010 Designer Workflow

We are planning to store email templates for SP 2010 Designer Workflows in a SharePoint list. The emails which the workflow will send out will contain dynamic content, for e.g. Current user's name, ...
2
votes
1answer
843 views

How to create a Document Library Item without a file in sharepoint 2010?

wish you save my life. I am now doing a sharepoint project but I have little experience. My requirement: Design a contract creation/approval process for a company There are many kinds of contracts, ...
2
votes
2answers
782 views

Event Receiver not triggered by Approval Workflow

I have a simple workflow that approves a List Item. I have an ItemUpdated Event Receiver that is supposed to compute some fields and update another List Item. My event receiver gets triggered when I ...
2
votes
1answer
336 views

Lock item when approval starts

I am making a Custom List that would route for an approval when the user wants to. When an item is routed for approval, I want the item to be locked for editing. How can I achieve that? I am only ...
2
votes
1answer
166 views

SharePoint Designer 2010 - Current and Pending list values in Workflow Email

I'm building a custom workflow in SPD 2010 and I need to create an approval workflow to send designated users an email when the list is updated. The email will need to include the current list field ...
2
votes
1answer
99 views

Automatically breaking down calendar events

I'm trying to create some sort of reservation system in SharePoint using a calendar list. It's been recommend to me to create events and add a column which allows a user to claim it. From there, ...
2
votes
1answer
232 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
48 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
419 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
879 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
292 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
380 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 ...
2
votes
1answer
433 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
2answers
2k views

SharePoint Approval Workflow customizing email notifications

I am working in Sharepoint Designer on an approval workflow. I am customizing the emails that are sent to the initiator and the approver. How do I rebuild that link, so the approver can click the ...
2
votes
1answer
441 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
1k views

I need to create an SPD2010 Designer workflow that will run when a date range is equal to Today -6

I am using SPD and SharePoint 2010 and I have a list where Project Manager's enter weekly updates and I'm looking for a way to automate a reminder to them. Currently we have a field called "Date PM ...
2
votes
1answer
487 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
5k 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
842 views

SharePoint 2010 Workflow question using Designer

I need to create a workflow for a custom list (having two columns Title and Hyperlink). When an item is created in that list the workflow should ceate a corresponding item in a discussion list with ...
2
votes
1answer
2k views

How can I change an in-progress workflow created using SharePoint Designer 2007?

I created a workflow in SharePoint Designer that automatically starts when a new item is created. It has one step. In it, if a specific date field in the list item is greater than or equal to Today, ...
2
votes
1answer
1k views

SharePoint Designer 2010 Workflow Copy List Item Creates Duplicate Entries

I have a very simple workflow set on a list that does the following: A) If ColumnName:Random equals Approved, Copy item in Current Item to CopiedList That's it. If a choice column named 'Random' ...
2
votes
0answers
68 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 ...