0
votes
1answer
8 views

How can I hide “Publish Major a Version” link on call out?

I'm looking for ways I can hide the "Publish a Major Version" link from a document library. The users must use a workflow in order to request approval rather than use this link. Is there any way to ...
0
votes
1answer
26 views

How to upload a review document from a document library workflow task?

I am trying to configure a Sharepoint document library with approve/reject workflow. I understand the workflow aspects and the doc library settings but I can't see an ability for the reviewer to ...
0
votes
2answers
68 views

Set document permission so only uploader can see a document by default

I'm working on a SharePoint 2013 document library which is shared with all of the site users and contains all the documents handled by the system. I have enabled a workflow that follows the company's ...
0
votes
0answers
34 views

Copying an item from one document library to another document library 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 ...
0
votes
0answers
39 views

SP13: Alert Me - Setup Email

I am not sure if this has already been addressed before. When setting up Alerts using "Alert Me" within a document library an notification email is sent to the any persons added to the "Send Alerts ...
1
vote
0answers
76 views

Workflow creates document set, but not its documents

I'm creating a workflow that will create a new instance of a document set in my document library. This step implemented like this: Creating the document set manually (using the SharePoint website) ...
0
votes
0answers
290 views

workflow to copy document from one document library to another library in different site

I am aware about setting up workflow which can move a document from on document library to another within the same site. I use this workflow heavily. I don't get an option to select document library ...
0
votes
1answer
104 views

Keep major version when working on minor version

My situation is this; I have a document library that contains reports (InfoPath 2010 forms). When an item is submitted it should clearly be marked as un-approved until it has passed an approval ...
0
votes
1answer
165 views

When moving a document to another folder within same document library the workflow is not triggered

I have a Sharepoint 2010 document library with a folder structure containing documents. I have created a sequential workflow in C# in Visual Studio which is started when a document is added or ...
1
vote
1answer
51 views

problem with cancel button Triggering a workflow on file upload in document library

When a user clicks on Add Document, a File upload dialogue is displayed and the user browses for a file. Even though he clicks cancel button after file upload, workflow is triggering. How to avoid ...
3
votes
2answers
52 views

Create a SPD 2010 Workflow To Check, Verify Date, and Delete an Empty Folder

I am trying to find out if there is a way to create a workflow (SPD 2010) for a Document Library that will delete an empty folder from the library if it has been empty for more than a specific number ...
0
votes
1answer
959 views

SharePoint Foundation 2010 - Automatically add the parent folder name to a column

Is there a way to automatically add the name of the parent folder to a column in which the documents are stored? I have a SharePoint 2010 Foundation environment with a document library named IT. In ...
1
vote
1answer
329 views

SharePoint Workflow Coercion Error - Document Library (when item is created)

I've setup a Document Library with some lookup fields for "Vendor" which is a required field, I then have a workflow to copy that lookup field into another text field "_Vendor" so it then can be used ...
0
votes
2answers
509 views

Start workflow after item moved

Using SP 2013. What I am trying to accomplish: User creates a document in Doc Lib A. Once they have finished working on that document they press a ribbon button and the document is copied into Doc ...
0
votes
1answer
47 views

Remove WorkFlow from List Instance

I have Created one Document Library Definition.I have Created two Document Library Instance from that Definition.I had created one workflow.I want to associate workflow for only one Document Library ...
0
votes
2answers
58 views

ID never ready for Calucated Column (SharePoint 2007 MOSS)

I have simple calcuated column that tries to multiplies ID * to some number. It worked once, but never again. It appears ID is not ready when the calculation runs? Is there a chance a workflow ...
-1
votes
2answers
111 views

Nintex Workflow [closed]

All, I have attached an approval nintex workflow to a document library. I have 4 managers that need to approve the document that is uploaded and all have to approve. What i need to accomplish is to ...
2
votes
1answer
288 views

Visual studio 2012 Workflow 2013 to change file permissions in SharePoint 2013 Document?

Possible to change file level permission on a document (in document library) with Visual studio 2012 workflow for SharePoint Online 2013?
0
votes
1answer
69 views

Possible to Change Column Default Value on Libraries through Workflow?

I have a list called IT Projects. Each item in this list is linked to Project.aspx with a different Query String passed in to filter the page depending one which project you click on. I also have a ...
0
votes
1answer
136 views

Reusable workflows in Document Approval Processes

Currently I've been trying to build a solution wherein you would bind to a document library and a Task List by some means and conduct a workflow Document Approval Process using them; this could be a ...
0
votes
1answer
50 views

Progress indicator for amount of specific types of documents in a hierarchy

Im thinking of making a document libary with files that have a field "type_of_document" which gives the type of document e.g. "meeting notes". I wont make hem content types, just a column where ...
4
votes
1answer
154 views

Sharepoint Workflows and Managed Term Sets

Platform: Sharepoint 2010 with Sharepoint Designer 2010 Are there any explanations out there on how to create a workflow with an email template that is sent to certain people based on a taxonomy term ...
1
vote
1answer
37 views

Automatic Content Sanitization in Sharepoint 2010/2013

Is it possible to perform basic document sanitization tasks in Sharepoint 2010 or 2013? I would like to be able to trigger the sanitization task based on a set of user defined rule. Examples of ...
1
vote
1answer
530 views

Designer Workflow: change document file extension upon upload

So I would like to try to create a workflow on a library that simply checks to see if the file extension is anything other than .xml, and if it is, rename the Name (File Name) to the same value with ...
2
votes
1answer
173 views

Linked Data Source problems

I have some few questions regarding how to make Linked Data Sources work. Is there a way to have the column headers be able to sort by ascending or descending (this is not too important but is ...
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 ...
0
votes
2answers
9k views

How do I have a workflow update/set a field in the current list?

The situation is as follows: I have a library of documents. Each document has a metadata column representing the status of this document with possible choices derived from a look-up column in ...
2
votes
1answer
396 views

Appoach for SharePoint 2010 file upload workflow

[Crosspost from StackExchange.] I'm working on a project that is basically a file upload "wizard" that basically does the following: Entry form to select document library and enter some basic info. ...
1
vote
3answers
585 views

Uploading xml to document library won't start workflow

When I upload an xml document to a document library, the workflow associated with that document library won't start. Here is my the code I use to upload: using (SPSite site = new ...
0
votes
1answer
96 views

How to port the SharePoint project from development server to client server?

Our team is developing a SharePoint 2010 project. The project contains some workflows developed in SharePoint Designer. And there are workflows developed in visual studio 2010. For workflow developed ...
1
vote
1answer
779 views

Set fine-grain permissions through a workflow on a single document

Here's the scenario: When a document is created within a specific document library, a workflow will be started. This workflow will require the document owner to select a number of users to be either ...
3
votes
1answer
519 views

Document library item - send email by workflow on insert

I have a separate form that interacts with users. The form prompts them for data, and this is put into a separate SharePoint document library. The Columns for the document library are Name ...
0
votes
1answer
213 views

Uploading a document of given content type invokes wrong workflow

Problem summary: Given 2 content types and a different workflow associated with each CT, one workflow works properly for it's CT but when the other CT is uploaded the wrong workflow is invoked. I have ...
0
votes
2answers
545 views

Get the URL from the hyperlink column for workflow

I have list with 500+ records. There is a hyperlink column called "TargetURL". As all of us know SP saves hyperlink in ["http://portal.site.com/sitecoll/doclib/Forms/someview.aspx", description ] ...
0
votes
1answer
881 views

Is it possible to run a workflow on all items using either workflow or plain javascript code?

Let say I have a forms library with a workflow (let's call it 'A') that is attached to it. I have configure that the workflow can be manually run. So, is it possible to create another workflow (let's ...
1
vote
4answers
2k 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 ...
0
votes
1answer
201 views

Move Document from Library to List

I have a document library in place so that users can bulk upload files. Now, in the edit form I am using http://spcd.codeplex.com/ within a CEWP so users don't have to scroll through a 200 item ...
2
votes
3answers
4k views

Creating Document with workflow: The file test.docx cannot be opened because there are problems with the contents

I have a document library with two custom content types. If I use the web interface and choose New Document -> MyCustomType the document template opens up and I can create and modify the document and ...
0
votes
2answers
598 views

How can I embed an HTML file from a document library into an outgoing email?

We are trying to leverage Sharepoint 2010 as an internal newsletter mailer within our company. So far we have a document library set up where HTML files are uploaded and then a site page where the ...
0
votes
1answer
435 views

Sharepoint 2010 grouping workflow tasks for a document library

We want SharePoint Experts Advice here What we have : 1- we have one document library ( many items). 2- we have many Tasks assign to document library item by workflow e.g. Require Manager ...
1
vote
2answers
3k views

How can i get policies read and acknowledged in SharePoint

We have a policies and procedures document library and I would like to send out some of these documents yearly to group of employees (users in AD). Is there anyway I can do this with SharePoint? ...
0
votes
2answers
256 views

How To Delete a Document Using a Workflow Defined in Information Management Policy

Wondering if someone can help point me to any posts that talk about how to create a Workflow that emails a person asking if a document can be deleted. I am looking for the Workflow to generate the ...
2
votes
1answer
1k views

Library workflow starts on upload, but not on save in the edit form

I have a document library for pictures and I've created a SPD workflow tha should start every time items are changed or added: newly uploaded, edited metadata or uploaded againg (overwritten). The ...
2
votes
3answers
611 views

Workflow; Use previous document library item to populate field

This one has stumped me indefinitely... so I'm coming to the great guru's of the confusing concepts. CASE: I have an InfoPath form which is connected to a document library. Once the form is ...
0
votes
1answer
202 views

Don't check out document when workflow update it?

I have a document library with a simple workflow that when an item gets approved it gets copied over to another document library, I want to keep track of when this happened so I save the current date ...
1
vote
1answer
169 views

What is the easiest way of setting (workflows, programmatically, etc) the value of columns from Business Data Catalogue for new docuemnts?

In Sharepoint 2007 I am trying to automatically set values read from business data for new documents added to the document list. Right now, when new file is uploaded, user: needs to go to the "Edit ...
4
votes
2answers
4k views

How do I create a new document in a document library according to a template in a workflow ?

I have a document library with a DOCX template file. I want to create DOCX file in this library in a workflow but I did not succeed. Before, I created a workflow in Sharepoint Designer to create a ...
1
vote
1answer
464 views

Is it possible to compare current user to a SharePoint list/group and switch views if they belong?

So I have a list of managers in my SharePoint site, and I am able to get the current user by using a web service and storing their name into a control. Is it possible to compare this name to everyone ...
1
vote
1answer
144 views

InfoPath form closes and redirects to deleted SharePoint library?

When a user clicks submit for the first time, the form closes and they are redirected to an old library that I deleted. But if they were to go back and edit their form then submit again, it will ...
2
votes
1answer
175 views

Email sent to a document library: “Created By” is sometimes set to “System Account”

On SharePoint 2007, I enabled a document library to receive emails. I then use a workflow to send a response to the user who sent the message. The workflow uses the field "Created By" whose value is ...