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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2answers
430 views

Visual Studio 2010 Workflows not associating with list

Probably a silly question: I have a vs2010 project with workflows in a site scoped feature. When i deploy through visual studio the workflows are associated with lists. However when i deploy ...
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1answer
1k views

Collect Data from User in Workflow - custom email - collect data URL creation

When I'm creating a workflow in SP 2010 Foundation, I'm using the collect data from user action. I'm able to add it and by default it sends the default e-mail to the user asking to action the item. ...
8
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4answers
8k views

Run workflow for item expiration

As I understand WF are triggered with events (or event). I have an expiration column and I need to send notifications 45 and 30 days prior to the expiration data. What are my options?
1
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1answer
189 views

What is the easiest way of setting (workflows, programmatically, etc) the value of columns from Business Data Catalogue for new docuemnts?

In Sharepoint 2007 I am trying to automatically set values read from business data for new documents added to the document list. Right now, when new file is uploaded, user: needs to go to the "Edit ...
1
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1answer
96 views

Publishing workflow for pages and lists

We need to create a publishing workflow on all lists and the Pages library in a site. We need the workflow to send an email when a user wants to publish minor or major versions of a publishing page or ...
2
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1answer
416 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(); ...
3
votes
1answer
371 views

Trigger a workflow when user added to permission group

I'm not sure if this is even possible so here goes: I have a calendar list. After creation of the list I will add a choice field to the list in an event receiver where the choices will be the email ...
1
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2answers
536 views

Using Workflow or SPServices to temporary gives user permission to access a particular items in a SharePoint 2007 List?

May I know if there are ways and also possible to use workflow or SPServices to temporary give a particular user (who does not have any access to the site) permission to read / write a particular ...
3
votes
1answer
1k views

Canceling Workflow (Task Process) from Infopath

I have a workflow (in SP2010) Task Process that I need to be able to cancel. I had a parallel action in the "When the Task Process Is Running" that checked for Item deletion or a field change. Run ...
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1answer
440 views

Setting up deadlines for a time sensitive workflow

I'm creating a typical three state workflow where the Approver must approve after a certain number of days. It was suggested that these deadlines for the Approver shouldn't be set from the workflow, ...
2
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1answer
276 views

Have comments append to a history section?

I have a part of a form that needs to be approved/rejected. There is a chain of approvers so once the approver approves or rejects they submit comments explaining why, and it moves on to the next ...
1
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2answers
947 views

System.UnauthorizedAccessException Custom Workflow Action

I have been playing around with some custom workflow actions for SPD 2010, but I have an issue with one which works when running with the site collection admin user and not with a regular user with ...
1
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1answer
985 views

SendEmail Activity in Workflow created with Visual Studio 2010

I am creating a workflow in visual studio. This is what i want it to do....when triggered by creation of a list item i want it to send an email to a permission group with a link in the body to the ...
7
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3answers
4k views

Detected use of SPRequest for previously closed SPWeb object within workflow

I have a visual studio sequential workflow. In that workflow, I have a string property called AllowDisposition. When the workflow starts, I populate that value by doing workflowProperties.Item["FIELD ...
1
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0answers
61 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 ...
2
votes
0answers
457 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 ...
1
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2answers
325 views

Dynamic States in State Machine Workflow

What I have? I have a state machine list workflow created for an event management system. It has got 5 states defined and it is working fine. The workflow will start on creation of an item in the ...
2
votes
2answers
326 views

Send email with column values before and after change with workflow

I am trying to send an email to specified users when a column in a list changes in MOSS 2007 with workflow. I have a comments column in a list and whenever any user updates that comment, a mail should ...
0
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1answer
90 views

Is it possible to show (a link to) List Item in Task created by Site Workflow

I've created a site workflow build around managing documents from document library. But the tasks created from a collect data and assign actions don't make reference to the list item ie the document. ...
1
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1answer
741 views

Cannot assign task to user

I am attempting to create a task in my state machine workflow on SP2010. theTaskID = Guid.NewGuid(); theTask.AssignedTo = "domain\\dave.lozzi"; theTask.Title = "Application"; theTask.Description = "...
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1answer
995 views

Change approvers on OOB 2007 SharePoint Approval Workflow?

I'd like to be able to change (add/delete) the approvers associated with the OOB Approval Workflow that I have associated with a InfoPath form library on SharePoint 2007. I want to change the ...
5
votes
2answers
6k views

How do I create a new document in a document library according to a template in a workflow ?

I have a document library with a DOCX template file. I want to create DOCX file in this library in a workflow but I did not succeed. Before, I created a workflow in Sharepoint Designer to create a ...
2
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1answer
1k views

Customizing Publishing Approval WorkFlow

I am using Sharepoint 2010 publishing site and trying to customize Publishing Approval workflow. Using Designer to customize publishing approval workflow. Is there any way to skip/bypass initiation ...
2
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2answers
2k views

How do I associate a workflow to a custom list in Visual Studio 2010?

I created a Sharepoint 2010 Sequential Workflow in a Visual Studio 2010 project. But I didn't found a way to associate it to one of my list. Every time I deploy to the site, I have to manually ...
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0answers
108 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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1answer
213 views

Sharepoint Workflows in VS 2010

Currently, we have a business process management tool and we are looking to replace it with SharePoint. The good thing with our current tool is that you define a rigorous workflows and force users to ...
2
votes
2answers
1k views

Prevent workflow field column from being added

I've got a few lines of code which programmatically add a workflow to a list content type. This works ok, but it also automatically adds a column to the default view of this list. I don't want that to ...
1
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0answers
155 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 ...
1
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0answers
266 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 ...
1
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1answer
108 views

programing in SharePoint designer 2010

I'm using SharePoint designer 2010. I have created 2 workflow: workflow A, Workflow B. I want to call 'workflow B' from 'workflow A', I know that in a designer workflow, there is no option for ...
1
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1answer
92 views

How can i add a textbox control to a workflow?

I want to create a Shopping System on a Sharepoint site. There is a Products list and My Shopping Cart list. in Products list i added a Workflow to copy a list item from product list to My Shopping ...
4
votes
4answers
12k views

copy a step from workflow in sharepoint designer 2010

I'm using SharePoint 2010, I have created workflow. I want to copy one step from the workflow and paste it to some other place inside the workflow. I wnat to copy one step from the workflow and ...
1
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2answers
4k views

sharepoint 2010, workflow, “start task process on current item with these user” action

I have created workflow. In the workflow I used the "start task process on current item with these user" action. my problem: the user do not receive any email/task notification. in the "edit task ...
1
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3answers
9k views

SharePoint Desiginer 2010 - Workflow starts another workflow

Since you can't loop back in a workflow, I'd like my workflow to branch to another workflow if it reaches a point where it would need to go back. Is there an option to have my workflow start another ...
2
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1answer
460 views

sharepoint 2010 showing user names as lastname first name how to swap it?

i'm using SPD and the web interface. And made a workflow to send an Email. The first line in the email looks like: Hello Clinton, Bill But i would like to have: Hello Bill Clinton Is it possible ...
1
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0answers
142 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 ...
1
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3answers
10k views

Outlook 2010 “Open this Task” error when working with SharePoint 2010 workflows

Microsoft Office Outlook 2010 integrates with SharePoint 2010 workflow notifications by providing an option to "Open this Task" on the ribbon. So, if a workflow gets assigned to you, you get an email ...
1
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0answers
154 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 ...
2
votes
1answer
2k views

SharePoint 2010 - Workflow design limitations?

I´m searching for the default design limitations from SharePoint 2010 Workflows. How many Workflows can simultaneously run? How many Workflow instances can be created?
1
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0answers
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 ...
4
votes
3answers
16k views

How to setup workflow that would run only when a certain field is changed to particular value only

I am trying to setup a workflow for a datasheet list that would send an email when a field in an item is changed to particular value and only once – not when you change any of the other fields. This ...
2
votes
1answer
193 views

is it possible to export a (not reusable) list workflow to another site collection?

is it possible to export a (not reusable) list workflow to another site collection? what are the limitations? thanks in advance.
2
votes
1answer
541 views

Is it possible to compare current user to a SharePoint list/group and switch views if they belong?

So I have a list of managers in my SharePoint site, and I am able to get the current user by using a web service and storing their name into a control. Is it possible to compare this name to everyone ...
1
vote
2answers
4k views

Workflow to transfer custom list item to another sharepoint custom list

I am stuck using workflows, so no C# is allowed - I'm trying to copy only certain items, on which the workflow will be triggered, to another custom list within the same domain Setup is as follow: ...
1
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0answers
1k 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 ...
1
vote
1answer
103 views

associate list to workflow and use the list column from this workflow

I'm using SharePoint designer 2010, I have create Task List and I add to this list new field (field name: Reminder Date, Filed type:Date and time). I have create Reusable Workflow (Workflow name: ...
1
vote
2answers
9k views

call one workflow from another workflow

I'm using SharePoint designer 2010, I have created 2 workflow (Workflow A and Workflow B), and now I want to call/start workflow B from workflow a. how can I do it?
1
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3answers
9k views

SharePoint designer 2010 loop

I'm using sharePoint designer 2010. I create difference workflows for difference list, How can I create Workflow loop? I need to create loop inside a specific workflow that remind the manager (...
0
votes
1answer
738 views

Why do I get the error in MS Word 2007 “Word cannot create a new, blank form” when I try to start a Collect Signatures workflow?

The rest of the error message is: "One or more required custom controls in this form cannot be created". I also get this message when clicking the Edit This Task button on the Workflow Task toolbar ...
1
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2answers
485 views

sharepoint designer - collect data from task - date and time

I'm using sharePoint designer 2010, I have creted workflow. I used the task "Collect Data From User", and I defined field as "date and time" type. the user filling the task field and I can see the ...