SharePoint workflow refers to the automation of a business process by step by step execution of steps. There are two types of workflows - Sequential Workflows - State Machine Workflow

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How to check value from other sharepoint list?

I have two custom lists in SharePoint 2010 (Absent Request and Employee Leave Balance) with these columns: Absent Request List: Absent Type, Approver, Start Date, End Date, Absent Reason Employee ...
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268 views

SharePoint Designer 2010: “Unable to load workflow actions from the server. Please contact you server administratior.”

Our farm was created with multiple web apps and site collections, prior to my arrival. In one specific web app, I can create workflows with not problem at all in the all the site collections that ...
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155 views

Workflow Lookup to multiple values

Assume a three lists as below: User (Name) Process (Title, Members) How can we lookup a person where the person is one of the process members? In short, I don't know how to lookup over an array ...
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351 views

Schedule workflow or email notification

Just wondering, is there a way to schedule (e.g. 1st day of each Month) a workflow or send email notification for a list, without using powershell or C# code.
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184 views

Content Organiser prevents workflow autostart and shows System Account

I'm hoping someone can help with an issue I have with Content Organiser. I have a document library that has a SPD ootb approval workflow and using Content organiser. The first problem was that the ...
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343 views

Modify “Edit this Task” Outlook button for SharePoint 2010 workflow task custom content type

I have created a custom content type based off of workflow task content type by following along with this article http://fmuntean.wordpress.com/2009/11/27/infopath-task-forms-made-easy-part-2/ ...
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131 views

Moving files from intranet to extranet - ShaerPoint 2010

I am working on a new SharePoint project (new to SP overall) and a requirement is to "publish" documents on the intranet, across different sites, to a desired location on an extranet. The intranet is ...
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247 views

How to copy Assigned to field from list A to List B on creation of item in List B?

Trying to solve a problem with moving data from one list to another. I have 2 lists. 1) a project list that contains Project info (project ID which is text, name, lots of details, and an "Assigned ...
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change one of reccuring event from workflow

We need create a workflow which change for example category column(work-->done) When We create in Sharepoint Designer workflow with action update list item, this action change all series, however in ...
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39 views

Approval Workflow with content targets…?

I have a random question for a workflow & I'm trying to figure out the best way to do it. I have a content target when someone submits a new 'news' item - say for example, they can select IT, ...
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39 views

Asigning task to selective users from the list

I need advanced sharepoint help and hoping that someone can help me... I have 20 teams in my group and for each task I need to select certain teams each time and not all will be asked to review the ...
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145 views

How do I get multiple people from a multiple choice column?

So, the question does a poor job of outlining the problem. Apologies. I've got one list where my clients track their projects; let's call it Projects. In it, they make a selection on a multiple ...
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496 views

Issue with customizing approval process in sharepoint designer

Update--- It appears the that the workflows are completing but it is taking an hour or so to process. Has anyone encounted this before???? I have created on a list a sharepoint designer workflow that ...
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98 views

SPListItem.Tasks always empty

I have a custom sharepoint (2007) list (named testlist) on which I attached a test workflow (built with sharepoint designer 2007 and named testwf), which only task defined in the 'Actions' section at ...
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47 views

Modify Feedback Workflow to transfer a custom column value from Shared Documents to the Tasks list

I would like to modify the default feedback workflow. I have already made a copy of the workflow and made some minor adjustments to fit my needs. Now I need the work flow to pull the information from ...
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155 views

SharePoint 2010 OOTB Approval Workflow Visualization

SharePoint 2010 does a great job of giving the visualization of your workflow EXCEPT for the OOTB approval workflow. That visualization looks horrible. Business users need a better visualization and ...
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475 views

How to customize OOTB workflow emails

How can I make simple format-type customizations to ALL OOTB workflow related emails? I have found that many pre-Sharepoint 2010 posts indicated that OOTB workflow emails are in fact 'alerts', and ...
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395 views

How to delegate task to someone else when task assigned to person is out?

I have a situation where a task is assigned to a person thru workflow. That person is now gone. I know site admin can delegate the task to someone else. But I would like manager (say from a group ...
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808 views

Workflow failed to run after pause - SP2010

I am trying to fix a paused workflow issue following this KB Article from Microsoft. http://support.microsoft.com/kb/2674684 However, when I try to run the powershell command I get this error as ...
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649 views

Why is my SPD 2010 workflow running twice?

I've got a support case for a client, and they have a super simple workflow on a list. It simply sends an email to a user from a person field, whenever an item is added to the list. The client ...
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218 views

how to maintain workflow task list data when retracting or removing workflow association

whenever i try to remove workflow association or retract workflow solution (.wsp) all associated task list data also gets deleted. i want to prevent this behavior as task list data is important for ...
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189 views

The pause duration is (very)longer when number items are huge

We have a custom (SPD)workflow(manually starting) on a custom list which has 7000 to 8000 items and growing. "Pause For Duration" action is used to pause the workflow for 5mins and roughly 30 to 50 ...
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151 views

Start a workflow from the ECB

I want to add a custom action to the ECB to start a workflow automatically. To get to the workflow page I can do something like: <UrlAction ...
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SPD 2010 List workflow not resolving email addresses

I've got a list workflow that sends out an email to a user based on a workflow lookup for the current list item. I've set it up to send the email to the email address of the user named in the "Waiting ...
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318 views

Restart an errored workflow programmatically

I am trying to figure out the best way to restart an errored out workflow. A little background: We get seemingly random error-outs (error and stack below) in a visual studio created workflow when ...
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511 views

Manually Workflow printing items from list

I have a problem with list item and printing them. I must create workflow or jscript printing this item using template. Steps that I need to do: Select item/items on list Run workflow or jscript ...
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235 views

Get the Workflow Status for InfoPath Form Open Rule

I need to get the Workflow Status on an InfoPath form library in the InfoPath form. For instance, I want to place a rule on the form open that checks to see if the workflow is not "Completed" and set ...
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52 views

Remind users who has not added an item in the last 24hrs?

To start with: no custom code, only SPD is allowed. I have a requirement where users has to log in to a site each day and "sign in". List has some columns: Person, State, Country, Date. Can I somehow ...
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143 views

Assigning the same task to multiple users with a specific completion

I am using SP Designer. I need to assign the same task to 2 people at the same time and if one of them completes the task, it must be enough in order to go to next step in workflow. How can I ...
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270 views

How to check if user has a permission to complete task in InfoPath task form?

Is it possible to check if the user has enough permissions to complete task in InfoPath 2010 task form? Or maybe it is possible to show to user read-only view if he has lack of the rights. The full ...
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522 views

Irregular behavior in SharePoint Designer based workflows

I am using SharePoint Designer 2010 to build list workflows. However, workflows that I have built and tested are unpredictably disappearing from the list of WFs available to run in the browser UI. ...
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334 views

Different behavior on workflow start thru web service that thru document library?

I have a document library on Sharepoint 2010 with an associated workflow. I can start the workflow ”by hand” thru the document library. It’s a long processing workflow, so we have exended the ...
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334 views

Workflow: Copy document - history in TARGET library

I have a scenario whereby documents are initially created and edited in a "drafts" document library, but I want to "publish" approved major versions to a separate read-only library. This last library ...
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138 views

Why do I get the 'Heavy Load' note in my single user development environment?

This happens during workflow processing, not prior to (or upon) activation. I am the sole user of a virtual Dev environment developing a state machine workflow which uses custom Task Status content ...
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How to access workflow variable in association form created in SharePoint designer?

I need to access a worflow variable in an association form created using the action 'Collect data'.
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Sharepoint 2010 SPD Workflow Email SharePoint Group specified in Association Form?

Trying to do something, that I swear I've done before, and I think definitely should be possible, but wondering if I am missing something here. I am using SPD2010 to create a custom Resusable ...
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242 views

SharePoint 2007 Workflow to insert the content of attachment of a InfoPath form into the email

I have a InfoPath 2007 form that have 2 attachment field for people to upload any of the following type of files: PDF, DOC, DOCX, JPG, GIF, BMP. If the end-user submit any of above types of files as ...
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179 views

Workflow EventReceiver (how modify init (start) form of approval workflow)

My problem is: I think that I should create event receiver on SP approval workflow. My custom code in that "receiver" should need to do modification to init form (properties) of that workflow. ...
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352 views

Replicator in State Machine workflow

I'm working on a custom approval workflow with a few twists. Given the different states, and reviews, and the need to step back in some scenarios, I'm going with a state machine workflow. In one of ...
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280 views

Add repeating table when user submits?

I am using InfoPath and SharePoint, I have a question about a comment section and a repeating table. What I want to be able to happen is that once the comments are submitted a repeating table is added ...
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505 views

Workflow email for Approval process

I've created an "Approval - SharePoint 2010" workflow on a list that has content approval enabled. Each time a user adds, deletes, or edits a list item, it should send an email to the approver with a ...
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57 views

Retrieving item values from a workflow task dialog box to put in a web part in the same box

I have implemented a workflow and now I would like to develop a web part to be used with the Edit and View forms that are loaded in the modal dialog during, say, an approval task. May I know how do I ...
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262 views

Configure Task titles in SPD Custom Task Process

I'm in the process of creating a SharePoint designer approval process, based on the OOTB Approval workflow. One of the customisations required, is for the titles of tasks generated by the workflow to ...
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101 views

Create workflow that contains the state machine action

I'm using SharePoint designer 2010 in order to use the SharePoint workflow. I need to implement a "State Machine" action. so I assisted with: the Visual Studio program (I Create a project that use ...
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122 views

sharepoint, workflow, publish globally

I'm using SharePoint designer 2010, I have create reusble workflow and publish it. when I associate the workflow to a list, do I create a copy of that workflow or this is apointer to the source ...
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187 views

Sharepoint Out of the box Approval Workflow Approve/Reject comments issue when programmatically altering it

This Question already asked on stackoverflow but couldn't found solution. Hope this is the correct place to ask whether this can be done programmatically or alternative approaches. Need to update ...
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130 views

WSS 3.0 / SharePoint Intermitant Workflow Firing

I am experiencing some issues with workflows not starting on a Windows SharePoint Sevices 3.0 site at intermittent intervals. The issue I have got is as follows… I have several a SharePoint Designer ...
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130 views

Emails on discussion board via workflow

I have a discussion board with a person column called as "Reviewer" in a discussion board. I want to set-up sending emails on a discussion board when: A mail to reviewer when he/she is added to ...
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1k views

“Update item” action in SharePoint Designer 2010 on a List

Is my logic correct or am I going crazy. I have a few conditions before using the Update item action in SPD 2010. Example below: If A equals 1 and B equals 2 and C equals 3 and Date1 is greater ...
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645 views

Start approval process action in sharepoint designer workflow 2010

I'm using SharePoint designer 2010, I have create workflow. in the workflow I'm using the "Start Approval Process" action. I bump into an error when I operate this action: how I need to configure ...