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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Coercion Failed: Can't get workflow to send notification to “Assigned To” user

I've created a simple workflow to send a notification email to the "Created By" user which works nicely. What I wanted to do is use the "Assigned To" built-in lookup instead, which is a "People ...
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Workflow Email Body Containing List People Within User Group

I am looking for a way to display all users within a particular group within the body of a workflow email. There will be several workflows related to different pages using hopefully displaying ...
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292 views

How to move a document from SharePoint folder to local directory in a drive?

I know there is a workflow to move documents from one folder (or a library) to a different one inside the SharePoint based on their approval status or version number etc. But I want to move the ...
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Workflow Task Escalation

I need to create a workflow which creates a task, then assign it to the manager1 of the user. If manager1 does not accept within 2 days, need it to escalate to the manager2. If manager2 does not ...
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How to assign task to user stored in separate list?

I'm trying to assign task for a user stored in separate list using "Workflow lookup for a User...". But it doesn't work. As result I have a task without executor, this field is empty. And in letter ...
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561 views

Workflow Approve/Reject is disabled for the full controled users

I've a workflow. When I start the approval process I'm getting e-mail but when I try to approve/reject it, the option is disabled. I 've got the full control permission but nothing happens. I selected ...
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312 views

How to return user or group in SharePoint Designer custom activity?

How can I return a user or group in SharePoint Designer custom activity? A return type of SPUser seems to be not possible. SharePoint Designer workflow does not recognize the return type. public ...
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64 views
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SPO CacheFull and CacheRead

In my workflow I create a task and when I go add a user I see in options _SPOCacheFull and _SPOCacheRead. I wonder what they are for... someone know?
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Setting OnWorkflowItemChanged Before/After Properties in SharePoint 2010 Sequential Workflow

I’m noticing there doesn’t seem to be a way, at least through the designer, to set the Before/After Properties of an OnWorkflowItemChanged activity. What I currently get is a Object Collection Editor ...
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5 views

Routing Approval Workflow: Continues to next step after a user rejects the item

I was tasked with developing a approval routing workflow (SharePoint 2010) that would stop the routing if any person rejected the item. I figured out how to stop the first approval process, my issue ...
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38 views

Calculated Column [Today] work around?

Ive been doing alot of reading into getting [Today] to work within a calculated column but im starting to wonder if theres a better solution staring me in the face Basically we have an asset register ...
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396 views

SPD Workflows and RegEx

Is it possible to use a regular expression in an SPD workflow? I am trying to use the for-each hack to take a list of semicolon delimited values and create a new form for each of them, but I can't ...
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Getting library values in Reusable workflow

I have a custom doc library with columns "Dept Number" and "Dept Name" I am creating a reusable workflow in which I wish to send an email to a user containing the above columns. Please tell me how to ...
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622 views

Custom Task assigned to multiple users in SP 2010

I have a first SharePoint List that contains two columns: Name of the application Name(s) of the developer(s) There is a second SharePoint List that fires a Sequential Workflow in Visual Studio ...
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3answers
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Error occurred when assigning permission to multiple user in impersonation step in SharePoint 2010 Designer workflow

I am trying to create a Collect Feedback and an Approval workflow in SharePoint 2010 Designer. I always get error occurred when permission is granted/revoked to multiple user (supplied by the user) in ...
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2answers
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How to stop SQL time out issue

I keep getting "System.Data.SqlClient.SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding." 9 out of 10 times when I try to ...
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11 views

How To Roll Up Tasks Using SQL Reporting Services (Report Builder 3.0)

I have a site structure in SharePoint 2010 where there is a top level site collection and hundreds of sub sites below that top level. The same lists exist in each of those sub sites e.g. task lists, ...
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Use a workflow to filter a list

I have a spreadsheet that contains numerous products, each one with a unique PN, desc and price. There is similarity between products, contained in additional columns with simple YES or NO values ...
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69 views

Suspend and resume SharePoint Online workflow using CSOM - Ecmascript

I have a requirement where the Master user has power to interrupt any workflow and put it on hold and the approvals should be stopped on that workflow until the Master user resumes the workflow. When ...
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How can I design following workflow in sharepoint designer 2010?

How can I design following workflow in sharepoint designer 2010? Someone will raise a campaign. Campaign may has 2 or 3 app rovers. 3rd approver is optional. Conditions If 1st approver approves ...
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36 views

Sending emails by workflow - Sharepoint

I tried to send an email, by workflow, but not all are delivered to my mail. I make identical Lists, and they always come to the list, but not always to my email. Sometimes it comes one After 3 ...
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2answers
331 views

workflow status column empty in library

Guys i have a weird one here. Basically it has been reported to me that the workflow status column of one of our libraries is empty even though the workgflow has been completed. The user reports ...
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750 views

Workflow Manager 1.0 CU installation fails

we ran the install for workflow manager 1.0 from this link We get errors when tying to run the cumulative update for Workflow Manager 1.0 3 servers: SQL, Application and WFE SharePoint 2013 ...
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255 views

Unable to start a Sharepoint 2010 workflow from 2013 workflow

I am trying to start a 2010 SharePoint workflow from the 2013 workflow. First I was facing the HTTP 401 error while starting the 2013 workflow. For that, I activated the "workflow can use app ...
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Approval Workflow “Approve in Absence of” or “Sign for” option

We are looking into the approval workflows, and trying to replicate SharePoint 2013 approval workflows based on existing functionality another vendor's tool supplies. This other vendor tool allows ...
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63 views

How to trigger a workflow from an incoming email to a document library

I have been trying a bunch of different stuff to get this to work, lots of great info here. I thought I might as well ask to get some answers for sure or see if anybody had any ideas! Some ...
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33 views

Best practices - SharePoint 2013 code activies vs. custom web service

For example I need to declare an item as a record. Apparently there is no REST API for record management. So no declarative workflow activity and REST service calls. That leaves me with a custom ...
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17 views

How to reproduce “collect feedback workflow 2010” using Sharepoint 2013 Workflow

We are using SharePoint 2013 Server, it is a greenfield project. So in this case, the intention is to use new Workflow Manager to develop workflow, which is said better performance and robust. (All ...
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12 views

SPD workflow - Stop workflow if item is deleted

Environment SharePoint 2010 standard I have create a SharePoint designer workflow attached to a content type. The content type is then attached to a SharePoint list. In the workflow I have set ...
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Can an Email Address On a Submitted Form Automatically Be the First Workflow Recipient?

I built a SharePoint 2010 workflow site that will use three people to review/approve requests for training. The person submitting the request form enters their managers email address in an email field ...
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24 views

Email outlook calender invite

I have spent all day reading up on this and starting to get really frustrated..so I have turned to stack for help. I have been tasked with making it possible so employees can more easily update their ...
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20 views

How to fix Pause delay in Workflow

I am Usign 'pause' in Workflow with Sharepoint 2010 and I want to pause my Workflow for 1 minute: But this 1 minute has a delay of 5 minutes... Is there a way to fix this?
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Setting value of infopath field by workflow

I have a requirement to set the value of infopath field by workflow. This link specifies the way to do it but in my case the value in the infopath field does not change on the execution of the ...
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Setting permissions in SharePoint 2013 Workflow

I'm working on a SharePoint Workflow as a proof of concept for one of our clients. The requirements are that it must be accomplished as a SharePoint 2013 workflow with no custom code, created only in ...
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I try to add OOTB workflow to library, error: The form cannot be rendered. This may be due to a misconfiguration of

I am using SP2013 onpremise. I have a document library. I try to add the OOTB workflow " Approval - SharePoint 2010". I can see the first page where I can select the OOTB workflow and set title. I ...
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534 views

“Publishing Portal” vs a “Publishing Site with Workflows”

I am creating a new site and the business hasn't requested anything specific for publishing with workflow needs, so at the moment the default top level site is a Team Site. What is the best practice ...
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23 views

Workflow failing seconds after file upload

I have a SharePoint 2013 workflow associated with a document library which starts after a file is created. After running some tests I found out that the workflow works perfectly fine when I upload ...
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SharePoint Designer workflow replaces special characters from Rich Text Field with garbage

We are trying to build a very simple workflow so blog post users can email their posts to specific users/groups. The workflow should be pretty simple, just grabbing the body from the list item and ...
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SharePoint 2013 workflow not showing up in the associated list's workflow settings page

I followed the steps mentioned by Prabath See steps here However when I deploy the SP 2013 workflow on the server, I can't see it in the 'Workflow Settings' page of the associated list. The ...
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2answers
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SharePoint 2013 | Content Approval with Workflow does not update approval state

I'm using SharePoint 2013 and I have created a calendar (based on the Standard calendar list template). After that I switched on Content Approval for this calender in the versioning Settings. After ...
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Can I install Workflow Manager In one of my SP servers

I was wondering if I could install SharePoint Workflow manager in one of the Servers where SharePoint 2013 is installed. I couldn't find an example if this kind of infrastructure was possible. All ...
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Best practice for autonumber

What is in SharePoint 2013 on premise the best way to create an autonumber system? It's for an expense note system and it should be nice to have something like 2014/0001. I know there are different ...
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2answers
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Can't start any 2013 workflow on Document Set item, when it is created using custom ASP item form

I have created very simple ASP New form which looks as follow: <asp:Content ID="Main" ContentPlaceHolderID="PlaceHolderMain" runat="server"> <SharePoint:FormField runat="server" ...
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Can a previous version of a document be restored via a SharePoint Designer Workflow?

I'm using a 2010 version workflow on SharePoint online. Can I restore a previous version of a document (preferrably the most recent published version) within the workflow?
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Workflow - Email body of blog post (width control)

I am using a workflow to email several users when a blog post is published (on sharepoint), this email includes the body of the blog post. This information comes from a lookup. My email is ...
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1answer
19 views

Failure on setting Person/Group column via SPD

I have a SharePoint Online site where I am trying to set a person/group column via a SharePoint Designer workflow. The Library where I am trying to set the column has major versioning enabled and ...
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22 views

SP2013 - How to create a workflow to pull data from another list

I have 2 lists: List 2 has 2 text columns: Display Name and Email. List 1 is a form with a "Manager Notification" multiple values lookup into List 2 and pulling the Display Name field. The "Manager ...
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5answers
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Workflow not firing for new documents uploaded to a document library

I have a doc lib that has several meta fields in it. I have a workflow that processes the doc based on these fields. Everything runs fine when the doc already exists in the library. If we add a new ...
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How to edit Microsoft Word document without checking it out

Our company using TFS 2010 and Sharepoint. I don't have rights to make changes in documents, but I want to edit their local copy. Unfortunately Microsoft Word doesn't allow me to do this - I need to ...
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Automatically assign a number of tasks to a specific/user/group

How do you make a workflow, where in if the user belong to a specific group, a number of tasks will be assigned automatically to the user. Thanks!