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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100 views

SharePoint 2013 Designer Workflow - Create item with multiple choice field

I am trying to use a create item action to create a new item in a list. The list I am targeting has a column of type Choice with multiple selection (checkboxes) enabled. When I attempt to enter the ...
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19 views

Infopath form ignores form column data

I'm trying to replicate what this video is explaining (Automatically create InfoPath forms in a SharePoint Form Library using a SharePoint Designer workflow). I managed to do the following without ...
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26 views

Why are new forms ASPX? - should be XSN

Recently SPD2010 has started creating workflow task forms as .aspx. Previously they were .xsn - which I need them to be - the forms must be editable in InfoPath. What might be causing this? Thanks
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29 views

Subsite creation trigger approval workflow and Workflow manager utility

First question. When you reach Site Contents you see all subsites and you can create new ones. I want to trigger a workflow that ask someone to approve subsites creation, the subsite is not create as ...
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28 views

SharePoint 2013 Approval Workflow not working

Good day all I have created the following workflow in SDP 2013 My problem is that it only moves to the Rejected stage does not matter wat is entered in the approval status so with other word if ...
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15 views

Workflow is not working on other pages in SharePoint 2013?

I have used workflow in my SharePoint site. I am taking feedback input from user and workflow is getting triggered when item is added to list. This workflow works fine in pages which are in folder ...
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45 views

List Workflows page throwing error

I am on SP 2013 and when I navigate to a List Item and click on ... and ... and click on workflows it throws and an error something went wrong and throws a correlation ID and its on the Dev ...
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1answer
53 views

SharePoint Designer Workflow copy data from one list field to another

I have attempted to do this workflows and tried publishing a few but they cant seem to execute. I am not sure what the reason could be. I am trying to forward all values from one field in a list to ...
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26 views

Show approver name in email notification workflow

I'm creating an email notification workflow. It is a 2013 workflow, but it calls a 2010 workflow in the send email step. This workflow notifies the user whem his document is approved by a valid ...
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37 views

Initiate long background process from SharePoint UI

I have a web part that users use to initiate some processing which could take up to an hour to finish (it involves processing a lot of list items). If I start this processing on button click in ...
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9 views

Email Workflow in SharePoint Designer 2010 Platform - Inheriting Other Workflows

Created a calendar in SharePoint to go over scheduled installs. Need missing information to be not only documented, but also corrected. Need a way to trace issues, if issues were corrected, phases ...
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48 views

SharePoint 2013 workflow doesn't work

I created really simple SP app with workflow using VS 2013 as a shared hosted app. I have a problem , my workflow starts and doesn't go further. The status is "Started". I spent a lot of time trying ...
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23 views

Workflow farm infrastructure

We are planning on building a Workflow farm to use with an existing SharePoint 2013 farm. We have 7 servers in total split between 2 physical locations: Location 1: Server 1, Server 2, Server 3, ...
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21 views

SharePoint workflow update multiple items when item in another list changed

I got a list that contains information about all the computers in our company,for each computer there is another list which hold all the patches that once installed in that computer, so a computer ...
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14 views

Custom Code in SharePoint 2013 Workflow in Visual Studio

Can we write Custom Code (C#) in a Visual Studio Workflow in SharePoint 2013?If yes, can someone please provide some examples and also the Dos and Don'ts of it?Note: This is for On-Premise deployment ...
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1answer
16 views

Calendar to send email to user entering new item

My office has a 2010 SharePoint calendar for employees to request leave by adding a new item to the calendar (list with dates, etc). Currently, there is an alert that sends those new items to a leave ...
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1answer
23 views

Workflow regex to match at least two comma

I am trying to find if a column contains more than two comma in it. I tried If Variable: div matches regular expression /,[^,]*,/ Set Variable: test to more than two Else Set Variable: test ...
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34 views

Maximum number of tasks in a workflow SharePoint 2013

We work with SharePoint 2013. Our workflows used to have 10-13 individual tasks for every workflow. Since upgrading to 2013 the admins (or so-called admins) are telling us that the number of tasks ...
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1answer
50 views

Is it possible to “Praise” a user from a WorkFlow generated Yammer message?

There are two content types associated with the list I'm working on: {Target, Complete}. I have a workflow that converts a list item from a Target to a Complete. It was requested that this results ...
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16 views

Unable to edit document in 2010 workflow

This is my first post on this Stack site, I've searched and not come up with anything that solves my problem, here goes: I have a 2010 workflow that handles .xlsm files. When a file has a task ...
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3answers
87 views

Sharepoint 2013 - Workflow not working

A specific part in my sharepoint 2013 workflow does not work. I have a custom list in my sharepoint website and I've created a custom workflow for this list to copy an element. To achieve that I have ...
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45 views

Why does my step 2 not email me?

I have a short workflow I'm trying to put together. The first step works fine and sends the task with + 3 days due date, but step 2 never fires when I go in and change the 2 required items to YES. I ...
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24 views

List workflow will create a task - I need to email the comment of an assigned task in the workflow

I have a list that triggers a workflow on creation. The workflow creates tasks assigned to a sharepoint group. The task has a comment field that i need to send in an email once approved or rejected. ...
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2answers
111 views

“The file has been modified by…” error, when the workflow starts automatically

Hello,I have created a SharePoint 2013 list workflow in library L1 which does the following actions:1- Create a document-set in library L22- Copy the current document from L1 to L23- Move the copied ...
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1answer
36 views

Extract Substring in workflow

I got words like "zzz_yyy_xxx" "zzzz_yyyy_xxxx" I would like to extract the middle part (yyy) in the workflow but can't find the way out.... Since this is the description text in URL column, I am ...
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26 views

Workflow 2013 Copy Document Issue

I have a document review workflow that, at one stage, copies the document over to another library. Recently, I started having a problem where, when it gets to the copy document action, the workflow ...
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1answer
60 views

SharePoint Designer, REST API and Loop workflow to send email

My aim is to create a looping workflow in SPD 2013 - this will send a daily summary email of a users active tasks. There should be 1 email per user with tasks. So the REST query should be for unique ...
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1answer
41 views

Task workflow not firing on task created by information management policy

I have a requirement to send out a custom notification email whenever a new task is assigned to a user. To achieve this I have turned off the standard notification on the Tasks list and attached a ...
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1answer
51 views

How to Filter by Workflow Status

We have a document library with many content types. They can all go through the same workflow with status updated into a column "Standard Approval". Not all documents go through the workflow, so I ...
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2answers
40 views

Sharepoint Workflow Email Notification

Am unable to insert a table and border to it into a sharepoint workflow body..When i try to do that the format of the table is changing.Is there a way to solve this? Thanks in advance
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27 views

start workflow automatically when an items changed in one column sharepoint 2010?

i have list ABC containing 3 columns Column Name : Name Type : single line of text Data : I-Touch Column Name : Address Type : multiple line of text Data : xyz Column Name ...
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2answers
129 views

save List workflow as template in sharepoint designer 2010?

I have list workflows on development site I want to move from development to production environment. I can't use the Export to Visio because it says I need to use Save as Template instead. I select ...
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13 views

Workflow cancelled by admin SharePoint 2007

I am currently trying to build an IT Helpdesk using a basic workflow. I am using SharePoint 2007 with windows server 2003. The workflow that I built creates a dynamic string to organize the help ...
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17 views

How to Change Workflow Message Class

I have a custom workflow in SharePoint 2013. The workflow sends emails to users. Our employees use Outlook, and after opening the emails, they always retain the "Unread" icon, which has led to ...
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25 views

Add Publishing comments to email workflow

I'm new here, I hope this is the right way to ask things. So I'm preparing a Sharepoint site for one of the departments in my office, it is a 2013 Sharepoint site. I did an email notification ...
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8 views

Visual Studio Sharepoint workflow return type

Good day, In Visual Studio (workflow) I have a problem to use actions assign and update list item because the types of the variables are not same and they cannot convert. I need the option like it is ...
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25 views

Custom action / SharePoint Designer ootb workflow to save previous column values?

i have created workflow in that i have to save previous column values and when workflow run i have to compare previous column values if not match then send email so is that possible using ...
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9 views

SharePoint 2010 Designer Workflow - Change ChangeRequest and ReassignTask behaviors?

I'm trying to modify the OOTB Approval Workflow for SP 2010. We are using SP Online. I noticed when I was editing the Infopath forms that it submits data connections to ChangeRequest and ...
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1answer
50 views

How can I get a value out of an excel workbook stored in SharePoint document library?

I am reposting this question asked about six years ago to see if I can get a less technical or more modern way of achieving the end result: I am trying to create an automated process that takes some ...
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0answers
23 views

Sharepoint 2013 Workflows working for one site but not the other

What my workflow does is that when creating a new Task and I fill the Assigned To, the workflow sends a mail to the Assigned To user. On a site I got the workflow working and still working. But not ...
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2answers
29 views

Workflow: Add Person from text to Display Name

I want to achieve the following: we have a lot of report files which i want to publish with sharepoint for the users concerned. The files have a fixed filename pattern YYYYMMTYPEname given_name.pdf ...
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2answers
46 views

Get latest ItemID from list with workflow

how can I get the latest ItemID from a list with a Sharepoint workflow? Like these SQL Statement: SELECT MAX(id) FROM list WHERE title = "example1" Is there any solution? Thanks!
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11 views

Unable to activate a Workflow Feature invoking an external Web API from SharePoint 2013 Visual Studio Workflow

I have an On-Premise SharePoint 2013 Development environment with Visual Studio 2013 Workflow. It is a stand alone server. It also hosts a separate IIS site, which has a Web API. When I am trying to ...
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1answer
46 views

Help with my First workflow

Hey Sharepoint Experts, As a school project we are working for a non profit organisation. We are trying to build a SharePoint site for them. One module they want to see implemented is a module wich ...
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20 views

How do I get the name of the Approver into my Workflow Protocol

I've setup a custom approval workflow and I'm trying to write a protocol at each step. How can I lookup the name of the approver for the Protocol? I think I need to use the associated task list but I ...
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1answer
89 views

Custom Task Forms (Edit, Display, New) in SharePoint 2013 Online (Office 365)

I am currently using SharePoint Online and creating SharePoint 2013 workflow using SharePoint Hosted App project in Visual Studio 2015. My scenario is I want to create tasks at different stages and ...
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14 views

How can I update community badge information with workflow?

I have a group of users who utilize the SharePoint community template. The community template assigns users badges that a site admin/moderator can create. I was asked if it was possible to assign ...
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33 views

SharePoint 2013 WF doesn't run when item is updated by another WF

Problem: A SP 2013 WF set to start when an item is changed on a Contacts list does not start automatically if a field for that list item is updated by another workflow; however, it does start ...
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20 views

Updating a Reusable Workflow

I have a Reusable Workflow that is associated to a List. I would like to tweak this workflow and continue using it. Solutions that require a one-time migration (e.g. using a different type of work ...
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1answer
37 views

Move a pdf file to a specific Documenet Set using workflows in SP2010

I have around 500 PDF files in a library that need to be moved to their corresponding document sets. The pdf file name contains the name of the document set. I am using SharePoint 2010. For example ...