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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72 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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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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15 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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75 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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27 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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28 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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44 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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69 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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15 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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48 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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39 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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51 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 ...
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1answer
37 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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56 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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17 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 ...
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1answer
28 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 ...
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1answer
38 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 ...
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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 ...
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1answer
176 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 ...
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1answer
15 views

Starting a workflow after it's been cancelled

I'm trying to fix a basic workflow that's not currently working, for some reason it's cancelling the workflow - I think it's something to do with check in / check out. I'm not too worried about this ...
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17 views

Document Library and linked list

I have a Document library with many Rich test box fields which uses a Infopath path to take inputs. I have a related Sharepoint list linked to this. The fields in the Document library matches with ...
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1answer
121 views

Mulitiple Modified by

I'm not sure how to go about this but I am trying to make a column to store modified time and user. Something like: ID Title Multiple Reviewers 321 Dog House John Appleseed on ...
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1answer
24 views

SharePoint 2010 Workflow Tasks SPQuery

I have a list item that gets triggered daily to send a workflow task. I created a web part to search based on different column values of the list item and the tasks. Currently: It goes through the ...
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1answer
35 views

How to Stop a Workflow from Generating Another Workflow - SharePoint 2010

I have two lists, Parent and Child, and both are using InfoPath to create items. When an item is created on either list a SharePoint Designer workflow also creates the same item on the other list. ...
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36 views

Sharepoint 2010 Workflow Custom Activity not going into workflow

Ok the scenario is this. I'm trying to create a Custom Workflow Activity in VS2013 that can be used in Sharepoint Designer 2010 when creating workflows. I've followed plenty of different examples but ...
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20 views

Person or Group field logic check

In response to this Workflow - send email on single field change? You said to "create an additional field for project lead that is hidden from the forms. On item creation, a workflow populates this ...
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56 views

SharePoint 2013 Workflow Reports

I created a workflow in SharePoint 2013 and would like to start collecting information on how long it takes for each task to be completed. I know of ways to build this type of data into the workflow, ...
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0answers
15 views

Workflow 2013 waits until workflow 2010 finishes by passing parameter values

I want a workflow 2013 to call a workflow 2010 and wait for the workflow 2010 to finish executing. I want to make this call since the impersonate step is not available in workflow 2013. Both workflows ...
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1answer
80 views

Calculate Field with a Lookup Additional Column

Would like to ask some suggestion if i have 2 lists (Vendor List & Order List). Where Vendor List is contain with name & discount fields And i create new list "Order List" with field Items, ...
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1answer
24 views

Ways to route documents to a secure location in SharePoint Online 2013

I'm looking for a solution to allow for a a document to be uploaded by a user with a limited set of permissions. I'd like this document be to routed to another location into a folder. I was looking at ...
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1answer
28 views

Calculate filterd Items

For the given below list 1 I would like to calculate the total price of each category per store. So that list 2 can display that Store1 has a total of $75 in Clothing, Store2 has a total of $65 in ...
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1answer
30 views

Cannot save document properties with workflow enabled

I have created a simple workflow (through SharePoint designer 2013) on a document library. This workflow has one step, to email the users in a group when a new document is uploaded. The email ...
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1answer
46 views

Sharepoint 2010 - Make assigning users easier

we are using Sharepoint 2010 and maintaining an Action Item/Issue tracker list (for a limited number of people, <10). To make assigning Action Items to users easier I want to implement to option to ...
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1answer
17 views

How to recognize which button was pressed in workflow task outcome

I am creating a workflow, and I have a modified task outcome with custom buttons. It looks like this: When the user presses "Extension Approved" I want the loop in my workflow to continue running, ...
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2answers
71 views

Update List Item when value is changed

We use two lists to keep track of some computers we refurbish. There is one list for Supply and one for Sales. In the Sales list there is a filtered lookup field that allows you to choose from items ...
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2answers
36 views

Trigger a workflow based the value of a date column

I have a list that contains an 'expiration date' field and I created a workfkow to email a user if that date is older than today's date. Right now I have it so you can manually trigger it on a list ...
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18 views

Update Visual Studio Workflow

Trying to update Sharepoint 2013 Visual Studio Workflow with feature upgarde process. Feature upgarde goes well, but no changes are apllied. I can still deploy WF from Vusual Studio 2013 and it ...
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1answer
29 views

Impersonation Step that's dependent on an IF condition

I'm writing a workflow for a dispatch process in a warehouse. The item goes through several stages before it can be closed, and at each stage, the item must be edited by different groups. I'm ...
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75 views

Generate automatically SSRS reports via SharePoint Workflow

I have developed SSRS reports (.rdl) and I want when a user subscribes to a report, this one will be generated by a workflow periodically, how can i do that on SharePoint 2010 ?
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284 views

Workflow Error: Coercion Failed: Input cannot be null for this coercion

I have a workflow that is assigning a task based on a lookup value. This workflow runs successfully the first time then fails on subsequent attempts. Here's how the data looks: Look Up Title ...
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1answer
36 views

How to make a very simple workflow for client A to approve his workers edited , new page and upload of new images?

SharePoint 2013. Not very familiar with workfliws and tried many solutions off the web. The best Inhad gotten was for the client to receive an email when the uodater woudlnworkmformy create a new page ...