SharePoint workflow refers to the automation of a business process by step by step execution of steps. In many cases the workflow instances have indeterminate delays and overall duration due to the necessity to interact with human users. This differentiates workflow from other means of automation ...

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12 views

how to get filtered data from a parent site?

We have a site called Projects. It has a list in it that has a list item for each project that has all the meta data about all the projects. Under the projects site are sub sites - one for each ...
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1answer
564 views

Creating an Approval workflow based on the list values using visual studio 2010

I have a list with the company name, business process and workflow initiation. The Business Process could be Purchase Order/ Leave Request. Workflow Initiation is a radio button which could be ...
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3answers
95 views

How can I create a custom task form in Sharepoint 2010?

Is there an easy way to create a custom task form with asp.net/Visual Studio for Sharepoint 2010? I worked with WSS3 before, where you can easily add the form URL to the workflow.xml file but in ...
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17 views

SharePoint 2013: Developing Custom Workflow Designer

Technology: Using SharePoint 2013 Standard Edition. I am in process of creating a platform or an application that allows admin users create custom (any) workflows, in order to apply these workflows ...
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1answer
395 views

Custom State Machine Workflow with navigation based on user input

Here's what I have to do: I have a list of items called Projects, and for this I have developed a custom display form called DisplayProject.aspx, and a custom State Machine Workflow. I have to put a ...
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15 views

Powershell Automation of Workflow Visio Exports

In Sharepoint 2013 I'm working on a solution for automated backups at the list level (as opposed to full site backups). Thus far it's a two part solution involving powershell commands that would run ...
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1answer
415 views

Workflows; “If current item field equals value”; Why do I see some fields and not others?

I'm creating a workflow which uses fields from custom form. When I open the .xsn form in InfoPath, I'm able to see the names of all the field items on the form by clicking on the field. However, I ...
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19 views

How to start workflow independently

Good day, I have a list that has a custom workflow that starts when an idem is created. I the workflow i have a codeActivity that creates multiple items on the list. This in turn starts multiple ...
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1answer
2k views

Workflows 2013 cannot send Email

I have a Workflow (created in SPD 2013) that sends Emails, either directly or through a Approvaltask. The problem is that none of these Emails reach their destination. They don't even reach the ...
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0answers
57 views

Custom activity shows as “started” even after completion in list workflow settings

I have created a custom workflow activity and used it in another sequential workflow project. This custom activity is the last step in the workflow process.The workflow settings in list shows two ...
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1answer
93 views

SharePoint Workflow Error -The given key was not present in the dictionary

I have created a SharePoint 2013 Workflow in Visual Studio 2012. This workflow is activated when a list item is modified. Once the list item modified, the workflow shows as the started. But on ...
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3answers
18 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 ...
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53 views

Authentication error when sending email from workflow but list alerts email work fine

I have a list. When a user enables alert on this list then he/she is able to receive email from SharePoint when someone adds a new item or change item. But emails sent by SharePoint workflow (OOB ...
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0answers
16 views

SharePoint 2010 calendar/list/views used/web part stats etc

As the title mentioned, is there a way or some sort of web part or workflow where I can collect stats on the amount of visits SharePoint gets on a certain page, calendar, what web is most used on the ...
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0answers
42 views

SharePoint 2013 workflow stuck in started stage

I got the setup recently with workflow client and manager installed(on different servers). I started with developing a simplest of the workflow with just one activity "WriteToHistory". But upon ...
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0answers
6 views

Powershell how to set a List field by Display User, or set by

I don't have a User Login Name. I have got a Display User Name. With this form - "User Surname User Name", If i have do it by workflow its works, but after 180 elements workflow crashed me. How could ...
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0answers
11 views

Automatic Storage of outlook emails

I'm looking for a way to automatically have my emails saved in Sharepoint as Custom Lists with specific metadata, in order for me to use the emails in a workflow. Basically, everytime I recieve an ...
2
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1answer
2k views

Launch SharePoint 2013 Workflow w/Javascript

Looking to launch a list workflow from script tied to a button on a form. I've been referencing this article, as well as the code from example 5, and even tried using SPServices, but have yet to come ...
2
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1answer
335 views

What permissions do I need to open site & workflows in Sharepoint Designer 2007

I'm trying to view/edit a workflow in Sharepoint 2007, but keep getting denied access. In Sharepoint Designer, I click open site, then I put in the URL of the site. Only a portion of the site ...
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1answer
393 views

How do you change the approval status back to Pending if an already approved document has been edited?

I have an approval workflow in a document library. It's manually started by the user because they may not want to start it everytime they edit a document. The workflow is as follows: If for UK ...
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0answers
9 views

SharePoint / InfoPath Workflow (One List To Another)

I created an InfoPath 2010 form to be used in our SharePoint 2010 Foundation intranet site. The workflow for this form is as followed: User initially fills out form a. if the user is a generic ...
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1answer
972 views

How to get approval status of a list item as a column to that list?

I have a Calendar list and an approval workflow. The workflow is initiated when a new item is added. The event gets approved in the task list. I want to get that "Outcome" column to the list. But when ...
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2answers
357 views

workflow status column empty in library

Guys i have a weird one here. Basically it has been reported to me that the workflow status column of one of our libraries is empty even though the workgflow has been completed. The user reports ...
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1answer
9 views

List does not appear in SharePoint Customization Wizard

I am creating a workflow in Visual Studio 2013 and when trying to associate the workflow with the list - the list is not in the drop down
2
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2answers
105 views

Workflow Task Escalation

I need to create a workflow which creates a task, then assign it to the manager1 of the user. If manager1 does not accept within 2 days, need it to escalate to the manager2. If manager2 does not ...
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1answer
2k 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 ...
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1answer
279 views

Workflow gives “Error Occured” when uploading file to document library

I am mapping one xml document to another. When it is done, I am uploading that document to a document library. Here is the code that does that: MemoryStream ms = new MemoryStream(); ...
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7 views

Email Service Access

We have an InfoPath form, published as a site content type, which feeds to 8 different lists on a site collection. In 2010, the form ran fine, and when an item was submitted to a site, the site's ...
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0answers
5 views

Additional Workflow Data Empty

I am trying to build a Project Server workflow using SharePoint Designer 2013. The workflow itself is working. It can create a task in the Project Server task list and approving it progresses the ...
1
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1answer
48 views

How to get 'form digest value' used in REST call?

I am trying to delete a web by calling the REST service from a SharePoint 2013 workflow. The MSDN reference here tells the syntax like $.ajax({ url: "http://<site url>/_api/web", type: ...
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1answer
317 views

How to update a site column field using workflow variable

First let me say I am new to sharepoint workflows. Having said that, here's my question: I need to create a workflow that fires when a document is added to [po request] document library. The workflow ...
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1answer
14 views

Workflow HELP: Sharepoint designer 2010 template

On SP 2013 with SPD 2010 workflow template My need is the following when a document is uploaded in a document library: a topic (subject) is created in a discussion board with the name of the ...
0
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1answer
42 views

SharePoint 2013 workflow not showing up in the associated list's workflow settings page

I followed the steps mentioned by Prabath See steps here However when I deploy the SP 2013 workflow on the server, I can't see it in the 'Workflow Settings' page of the associated list. The ...
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1answer
377 views

Can a workflow on one list update fields in a linked (joined) list?

I have two lists in Sharepoint 2010 that have a 1:1 relationship. When a user creates an entry in the first list (call it "Requests"), this triggers a workflow that creates a corresponding entry in a ...
2
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1answer
412 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. ...
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0answers
9 views

Task Expiry in Workflow 2013 is not available

I'm using Designer Workflow 2013, in that i need to Start a Task process. In that there is no option for Task Expiry i can find only Due Date. In Workflow 2010 there is an option for Task Expiry so ...
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1answer
270 views

Send Email Extended action did not send email

I have created a sharepoint workflow in SP Designer 2010 for a automated email sending functionality when a list item is modified. 1. I am able to send email with 'Send an Email' action. But when i ...
0
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0answers
43 views

Updating a (calculated) field based on lookup field :: Workarounds

I am a site owner in SP2010 impl., at work. Not a farm admin / super admin. For one of my needs, I am designing a list using Datasheet View. I have columns of People, Lookup and Choice datatypes. ...
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1answer
300 views

WF send reminder mail weekly if task not completed

I just got a task to create a workflow to auto send emails weekly to task owners until their task is completed. The field is called Status. My steps so far: Create a list workflow and use the ...
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0answers
25 views

Round-Robin Review Assignment in SharePoint 2010

It is possible to have round-robin review assignment in workflow sharepoint designer? For example, when someone upload document, it will be send to the review board. Assume this review board has 3 ...
2
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4answers
799 views

Automatically notify Admin when a Workflow fails

I need a function whereby an alert notification is sent automatically to Admin & List owner when a workflow is failed or not started or stops in between. Any help ??
0
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1answer
440 views

Workflow column does not appear

An out-of-the-box SP2010 Approval Workflow has been created to a list. The workflow works fine and workflows have successfully been created by end users (non-admins). However, now we noticed that ...
0
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1answer
34 views

Failure on setting Person/Group column via SPD

I have a SharePoint Online site where I am trying to set a person/group column via a SharePoint Designer workflow. The Library where I am trying to set the column has major versioning enabled and ...
0
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0answers
188 views

SharePoint 2013 Workflow Error

When testing a workflow that sends a email when a list item is created with my account (the farm admin). The email is produced. When any other user create a list item the workflow cancels itsself ...
0
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1answer
18 views

custom code as a part of SharePoint 2013 Workflow

I am creating a SharePoint 2013 workflow project using Visual Studio 2012. I have added a sequence where i need to update some database table. Is it possible to write custom code as a part of ...
0
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1answer
289 views

Move workflow and attached document to site with same structure as source site

Need to move a document in a document library from source site to another SharePoint 2010 site which has the same structure as the source site along with the workflow attached to the document. The ...
0
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0answers
15 views

Query String URL Webpart on Project Server 2013 Workflow Tasks

Project Server 2013 I am trying to get a Project Detail Page (Workflow page) to show only the workflow approval tasks for the given project. I have a Query String (URL) Webpart on the page and the ...
0
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1answer
467 views

Prevent SingleTask workflow activity from sending assignment e-mail

I'm creating a SharePoint App that contains a custom SharePoint 2013 Workflow made in Visual Studio 2013. My workflow assigns a task to a user. However, I noticed the default e-mail that is sent when ...
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0answers
19 views

Best way to set up client onboarding process

I'm looking to create a workflow (I think) that would kick off a process to help onboard new clients. I'd like the process to look something like the below steps. Would a workflow be the best ...
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0answers
31 views

Document Approval Workflow with Rollback

I have this question and was wondering if someone could answer me. How can I implement a document approval workflow with notification rollback. Something like: User A sends to user B; user B ...