0
votes
0answers
15 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
27 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
28 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
75 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
58 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
129 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
44 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
45 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
503 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
246 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
303 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
38 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
55 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 ...
-2
votes
2answers
99 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 ...
0
votes
0answers
156 views

Document Library Approval. Changing who can see Drafts, Moving Approved Documents and Reporting and Filtering on MetaData

Referrings to this Post regarding Document Approval, who can see drafts and now reporting on approved document MetaData. ...
2
votes
1answer
215 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
0answers
103 views

Possible to read values from file (.doc, .ppt. .msg) in library using javascript/jquery

Is is possible to read values from .msg file using javascript/jquery (or some other mechanism like workflows, etc) that are in library in SP2010? I know I can read values from a xml file, curious if ...
0
votes
1answer
64 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
0answers
317 views

SharePoint Online 2013 Document Library - Allow users to only see, edit and delete their own files

SPO 2013 Document Library Users and Owner Groups. Owners can do everything User should be able to upload. But they should only be able able to view, edit and delete their own documents. Ideally, ...
0
votes
1answer
114 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
44 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 ...
0
votes
0answers
37 views

How to mark a group task as complete if any member of the group completes it?

I created a group in SharePoint of three people who can publish documents. Then I created a workflow that assigns a task to that group when a document needs to be published. If any of those three ...
4
votes
1answer
117 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
36 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
455 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
0answers
121 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
335 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
1answer
7k 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
351 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
497 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
93 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
699 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
471 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
185 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
471 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
773 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
187 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 ...
1
vote
3answers
3k 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
563 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
421 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
3answers
2k 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
233 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
571 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
190 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
166 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
442 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
140 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 ...