0
votes
0answers
8 views

Saving a form to a Library from a list workflow

So I had designed a workflow using lists, and it's worked well, but now a new requirement has been provided to also save a copy of the form from the completed workflow to a library. Can anyone tell me ...
1
vote
0answers
24 views

Document Approval Workflow in SharePoint 2013

Firstly, apologies if this has been answered somewhere, but I have spent 2 days hunting through Google, including results here, and I haven't found an answer yet, so I thought someone here may be able ...
0
votes
2answers
21 views

How to display task assigned to field in document library view?

When you assign a workflow to a document or item, under the task that gets created, you can see who the task is assigned to based on where you are within the workflow. My goal is to create a generic ...
0
votes
0answers
17 views

Add a form before Approval process starts and send an email to assign approvers

My need: As soon as someone uploads a document in a Document library, a mail pops up to the admin with a link to a form to select the users whom to send the document for approval. How can I do that? ...
1
vote
1answer
121 views

How to trigger a workflow from an incoming email to a document library

I have been trying a bunch of different stuff to get this to work, lots of great info here. I thought I might as well ask to get some answers for sure or see if anybody had any ideas! Some ...
0
votes
0answers
17 views

Documents created via workflow show incorrect title in search results web part

I have a Sharepoint 2010 workflow (in a Sharepoint 2013 environment) that is used to create a document in a particular library. It also collects certain metadata up front from the user (via the ...
0
votes
1answer
12 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
33 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
78 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
65 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
119 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
379 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
142 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
188 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
52 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
62 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
1k 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
366 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
597 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
49 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
59 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
119 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
330 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
73 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
147 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
55 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
173 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
588 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
192 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
463 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
10k 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
414 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
629 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
98 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
822 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
552 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
225 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
608 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
965 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
211 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
614 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
451 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
270 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
643 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 ...