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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25 views

SPD workflow loop through multi-option loopup column

One of our users has a custom list with 50+ items which contain of a UID and a contact. In a different custom library they have a lookup field where users must select one or multiple items. Based on ...
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1answer
37 views

Two workflows running on a Library with Check in Check out

I have two workflows on my Document Library that has Check in/Check out, my first workflow works fine, my second workflow won't work if I create a new document from a content type - it will work if I ...
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1answer
46 views

Creating sharepoint 2013 workflow in designer

I am new to topic of creating workflows in Sharepoint. What I would like to achieve is creating a workflow that acts as following: It starts automatically upon adding new item to document library ...
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18 views

Sync Repeating Table with Another List

I have a form library template that looks like this: At the bottom I have a repeating table, where employees can be added as they're assigned to an event. I have another SharePoint list where I am ...
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1answer
20 views

Workflow with variables

I'm just getting started with workflows and need a little help. I have a list (Project tracker) that has the following fields: manager, project manager, resource 1, resource 2). I need help figuring ...
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33 views

Sharepoint Workflow for Audience Targeting

Is it possible to create a workflow that will assign a group in the audience targeting field based on a value of a field associated with the document that is uploaded? I am trying to make an Infopath ...
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2answers
31 views

Why is “Event: When an Item is changed” triggered when on all items in the list?

I have an action: Wait for Event: When an item is changed (Output to Variable: related item1 ). From what I can tell, this event is triggered whenever ANY item in this list is changed. So, all the ...
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15 views

Logging who approved a workflow from a group

I am using SharePoint Designer 2010 and need to know how to log who pressed the accept button from a group. I can seem to log a individual user using Modified By, but with a group all I get is System ...
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32 views

How to differentiate Created and Modified in a workflow

I'm working on a workflow that needs to perform one action if the List item is being created for the first time and another if it's being updated. How do I say: If created - do this else if modified ...
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2answers
77 views

Do workflow instances resume after server/service restarts?

SharePoint 2013 Farm / 2010 Workflows I am wondering if running SP workflows resume after a server (or necessary services) restart? For example there is a workflow-action "pause until date" ...
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34 views

Start a task process (Get user)

I am using "start a task process" to generate an approval task. The task is assigned to several users (so "assign task" is not an option) but is configured so that the first response is the good one. ...
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1answer
54 views

Which event is triggered by SharePoint when the workflow is terminated in VS workflow?

I have created a visual studio workflow (ShaerPoint 2010 sequential workflow). When the workflow is started I am managing the permission on the workflow item. But I have a requirement that when ...
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18 views

Create a workflow with form completion and fields validation

How can I create a workflow in which the users complete parts of a form (text inputs and radio buttons) at each step of the workflow? The input provided by the user must also be validated. Is it ...
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41 views

Approval Workflow Shared Mailbox

An approval workflow is being assigned to a SharePoint group, which has a shared mailbox. When sending the task the mailbox receives the task. This is working as expected. When a user who has access ...
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17 views

Approve Task from Application page

I have created an application page. After submitting the form all the required information is added in sharepoint list and an approval process is initiated. I want to use the same application page as ...
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14 views

Workflow to run on creation of a document set, but not on the items within that set

I have a library which is used for approval requests, with two workflows running on it once a document set is created. There is a 'Type' column which links to the document set and if it's not a ...
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14 views

Workflow to make all fields as mandatory after first change

I have more than 40 fields on my SharePoint list. Out of which, only 5-6 fields will be updated by me and rest all will be updated by different team. What I want is, once the first 5-6 fields are ...
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12 views

Can anyone tell me what I i am doing wrong in this workflow? It always comes up as Approved but never rejected. Thank you!

I am trying to create a workflow that will approve or reject an entry in a list
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1answer
22 views

Emailing username

So I have a column set up for a people picker. The person searches his username and selects the correct one. I have an email workflow setup so when the appropriate parties are emailed his username ...
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11 views

Sharepoint list IDs getting skipped without being created

We have 2 lists namely Service Health Input list and Service Health Reporting and Backup list. Any updates to Service Health Input list is updated in the Service Health Reporting and Backup list ...
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25 views

Start task process with SharePoint Group

I am developing a Workflow with SharePoint 2013. I want to start a task process with a SharePoint group, but when the workflow arrives to that action it gets canceled with this error: ...
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25 views

How to implement this workfow: send email with attachment to library, overwrite existing document

I am using sp 2010. I have a library where incoming email is enabled. I do not save the email, only the attachment. I have also a workflow which rename this document. It will rename the document as ...
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1answer
68 views

Workflow set multiple people values to one Person column

I have a plain text field with Account Id's I'm trying to set a Person column with these values. I have a Visual Studio workflow doing this. I can insert 1 person but I can't seem to figure out the ...
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1answer
14 views

Visual Studio Workflow Set People Field

I am new to Visual Studio Workflows, so please excuse my ignorance. I am having an issue setting the value of a People field. I have an Account Id coming from an InfoPath form. I need my workflow to ...
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1answer
19 views

SP2013 VS WF - add process dynamically

I'm using VS2013 to create SP2013 Workflow. I need to provide user with ability to choose additional approvers while WF is running. For example, normal approval process route is User A -> User B - > ...
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1answer
14 views

Attaching workflows: Customize task list name

When attaching the workflow to a list, how do you customize the task list name? I did it before but can't for the life of me remember how to do it anymore.
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46 views

List Item to Discussion Board make title “ID_.000”

I have a workflow setup to create a Discussion Item on a Discussion Board when a new Item is made in another list. It works as expected, except that it sets the title of the discussion item to ...
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66 views

Coercion Failed: Unable to transform the input lookup data into the requested type (sharepoint workflow)

I have 2 list list1 and list2. I create workflow for the list1, but I want to update the list2. here is my workflow: Step: Create in list2 Create item in List2 (Output to Variable: create ) ...
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1answer
11 views

Alert when task is due

Is this something I can do in SP13? I created a task and I want the assigned to be notified via email days before the due date. Please let me know if there's any article I can read or a workaround I ...
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25 views

Workflow failing to update list item

I have a workflow that takes the Account Id inserted from an InfoPath form and updates a People column field with it. It will usually work as expected right after I publish the workflow but sequential ...
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27 views

Design from Scratch a Collect Feedback Workflow with Foundation 2010

We discovered that since we are running SharePoint Foundation 2010, the globally reusable templates are not available. Neither is the Collect Feedback "Action" available in Designer 2010. I am ...
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43 views

Lookup field not showing up in 2013 workflows SPD

I created a lookup field called supervisor that pulls from another list with supervisor names and emails. In the option for creating the lookup field I had it add the email address as an extra column ...
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17 views

Contact Us web app - want to create a workflow or look at laternatives

I have a SharePoint public website. I want a simple 'contact us' form for users to complete to send a message to the client. I have added the normal 'Contact Us' web part. However, all i can seem to ...
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66 views

Start a workflow for a list item that was created by someone else

I have a SharePoint 2013 workflow (let's call it LSR Status Workflow) that is associated with a list (called LSR List). When a user creates an item in the LSR List, it automatically starts the LSR ...
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14 views

Csom Script insertion

I'm using SharePoint Designer workflow, I can,t use Visual Studio because of errors always popping when I deploy. I'm new to using SharePoint client objects, I use Jsom and include Js files in the ...
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7 views

Workflow increase version

I have a simple email alert workflow like below: If Current Item:Version = 1.0 then Pause for 0 days,0 hours,1 minutes then Email New document alert. Else then Pause for 0 days,0 hours,1 minutes ...
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8 views

Changed name of library, now can't publish workflow

I changed the name of a library I'm using and now am unable to publish a workflow from Designer. This is the error I'm getting: Microsoft.Workflow.Client.WorkflowEndpointNotFoundException. Are there ...
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45 views

SP13: Saving PDF to Document Library

My objective is to have a way to save a pdf directly back SharePoint to designated document library. I have multiple pdf documents too. When using a WORD document a way to make sure it's saved to the ...
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0answers
38 views

Can you redirect a user once a workflow completes?

I've created a form that starts a workflow when a new item is created. The user is redirected to a "Please Wait" page while the workflow takes the data that was entered and creates a calendar event. ...
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50 views

HTML button in the eMail notification sent by Workflow

I have a workflow which send eMail notification to the users. I want to add 2 HTML buttons for approve and reject on this email notification. For this I have embedded the following HTML snippet in ...
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1answer
30 views

One email alert for new documents and another for modified documents

I'm trying to figure out if this is possible. In a document library I want to send alerts when a document is added to the library and another email when any documents are modified. So these are two ...
0
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1answer
34 views

SharePoint Automated Email Follow up

I am looking to complete an email drip campaign that has a workflow that can send automated email response to prospects who have no affiliation to SharePoint, just have their contact email in a list. ...
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0answers
54 views

Unable to publish 2010 workflow in SP Designer 2013

I am trying to create a 2010 workflow in SP Designer 2013. When I try to publish the workflow, I get the following error: (-1, -1) Could not write to output file ...
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0answers
23 views

Printing Full Workflow History

On the workflow status page of all workflows for a custom workflow, the number of items in the workflow history extends beyond 50 items. This means they are not visible on the status page. How can I ...
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0answers
16 views

Set image of a field in a Custom List according to the status of Workflow

I have to design an out of the box custom list which contains some Objective and their targets. I have to design a workflow which assigns tasks to three different groups serially. There is one status ...
0
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1answer
26 views

check out page from SharePoint 2013 designer workflow throws an error

I have a somewhat complex requirement. We have implemented variations in our project. Now, when a page is created in the source site, we want to assign a unique id to this page. When this page is ...
0
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1answer
37 views

Workflow move to another list

I have an if statement which once satisfied, I want it to move to another list. If each of these columns is either "Approved" or "Not Applicable" it should move the item to a new list. This is what ...
0
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1answer
18 views

Workflow email latest document in library

I have a custom content type that is a excel spreadsheet. Users access this to create quote requests. At the moment, when a new request is saved to the library, an email is sent telling an admin user ...
0
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1answer
153 views

Wokflow manager 1.0 refresh upgrades

While upgrading workflow manger 1.0 to Workflow Manager 1.0 refresh, do we need to run workflow manager config wizard after done installing workflow manager 1.0 refresh from web platform installer. ...
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1answer
25 views

Workflow copy to a new list

I have a list (Project tracker) that has a column (Resource) that allows for multiple entries. I'd like to figure out a workflow where: An item is entered in the tracker and multiple names are added ...