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7

Just focus on two things: Workflow will never start automatically with system account. Check the options Start workflow automatically when an item is created or changed from Workflow Start Options. Maybe start here: https://blogs.msdn.microsoft.com/sharepointdesigner/2011/07/08/understanding-workflow-starting-parameters-part-1/ or here: https://www....


4

To do this you will need to use an Information Management Policy I found this tutorial which may help you. How to configure a yearly reminder on a SharePoint document


3

You don't have to go the CSR route but some JavaScript is required. You already know the HTML in Calculated Column trick... Let's extend that, the data you are after is in the global ctx object disclaimer; I did not test this exact code, might be typos ="<img src=""/_layouts/images/blank.gif"" onload=""{" &"var TR=this.parentNode.parentNode....


2

You need not to do all this. you just need write below formula for your field Current Status. =[Project Status] Since you just need replica, you can use the column value as is.


2

First, every SharePoint list has a unique column and it's titled ID or OWS_ID. Do you need a workflow or an event handler? Edit. Your question is real broad and there are tons of online resources geared towards creating Visual Studio SharePoint workflows. Suggest you try one of the tutorials, then come back to this site with an exact question. MSDN - ...


2

I can give you 2 easy options: Set SecurityManagerApprovalTime to the Workflow Context: Date and Time Started variable. This is the date and time when the workflow started which should work if the workflow starts when the security manager approves/rejects. Assuming the workflow is started on SharePoint list items and the approval action is modifying the ...


2

When performing a lookup on a metadata field associated with document, I always added a "Pause for Duration" action of 5 minutes at the start of the workflow. Reason being, uploading a document with metadata is a 2 step process. First, the document is uploaded. Second, the metadata is submitted after the document is uploaded. The problem is that the workflow ...


2

Yes it is possible through SPD 2013 workflow along with REST Webservice call. Follow the steps below, Create a list workflow for the list where Column1 is present Configure the workflow to get triggered on Item Adding and Item Edit Edit the workflow Build a dictionary with below parameters and set output variable as Request Header accept : application/...


2

Not possible through OOTB workflow, though you can use SharePoint Designer workflow.Also the workflow triggering has to be done manually or modifying or creating an item. There is no provision for triggering a workflow on clicking of item. You have the option as Set and Create item in Designer workflows through which an item can be created in a list.


1

Hide a control based on values on the form On the form template, click the control that you want to hide. On the Format menu, click Conditional Formatting. In the Conditional Formatting dialog box, click Add. Under If this condition is true, set the condition that you want. For example, to hide the control that you selected in step 1 only when ...


1

I experienced the same when I had one of my workflows write data to a column on the list. I set conditions on some of the workflows to prevent from executing multiple times.


1

You could load these two lists up in Excel and do the comparison there. =IF(ISNA(VLOOKUP(<single column I value>,<entire column E range>,1,FALSE)),FALSE, TRUE) This will check cell in Column I against the range of values in Column E, and set the value to True or False. Source: http://stackoverflow.com/questions/11315551/find-if-value-in-...


1

You can simply add the list data from ADD or Change Lookup button after the below email template body.Pleas see below image. This is the example where i added few list column names with their values coming from list. UPDATED You can see below image to get better idea. You can get the item values from another list as well.


1

I would create three columns Dept A Approved Dept B Approved Dept C Approved Whenever each department approves, the column value changes to Approved by <User>. Then whenever the workflow starts again, it will know that the Dept A approved the list item.


1

I would suggest a change in your information architecture. Instead of two disconnected Lookup fields, only have a single Lookup for "State". Within the source list, each "State" should have an associated "Country" as a separate field value. Then as part of the "State" Lookup in the local list, you can use the 'Additional Fields' option (i.e. Projected ...


1

You should use PAUSE condition for 72 hours & check the condition for the same. Please check below image for reference. Note:- It is just for an example i have created for other user. Check my answer here if you can get some help from there.


1

Pause for duration and then check whether the user has completed their action. Insert your cursor inside the main step (see red line in pic) then click or type "Parallel Block" to add that action. Then add steps inside the "The following actions will run in parallel" section.


1

Either you try with Event receiver or a javascript based approach like CSOM/JSOM. workflow only triggers when an item is added/updated/deleted. So you can have a REST API based code which add/update a list item which can cause workflow to trigger.


1

If you need to know the current logged in user: SPWeb theSite = SPControl.GetContextWeb(Context); SPUser theUser = theSite.CurrentUser; string strUserName = theUser.LoginName; (http://stackoverflow.com/questions/2423268/how-to-find-the-logged-in-user-in-sharepoint) If you need to know who the creator (author) of an item is: string loginName = string....


1

In Visual Studio, you can get the person who started the workflow using SPWorkflowActivationProperties Originator property. In Designer, you can use [%Workflow Context:Initator%]


1

Create a local variable of type date/time. Do not assign any value. if condition : If [Contract review Date] is equal to [Local Variable]. This should work for your condition to be working.



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