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Unless you have to deploy a Farm solution or using a visual studio developed components on the SharePoint farm itself, then I would develop it directly on Production. You must have a recovery strategy, for example you backup the site collection (Backup-SPSite) or the entire Content Database (Via SQL). I assume your production environment will have a ...


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The Approval Workflow column should be showing in your list. This would show the document as being approved. Follow these steps: https://www.youtube.com/watch?v=Vhwz_OJkP8g If you need to update other columns in the list, you'll need to write another expression for that.


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No, there are no coverage for workflow or taxonomy in SP REST API. But you can use CSOM: Start SharePoint 2013 Workflows with JavaScript Client Object Model


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SharePoint Designer workflows are not the best way to achieve reminder emails that need to be triggered by the passage of time (rather than being triggered by user activity). The only way to achieve it with such workflows is by having workflows constantly start every time an item is edited, and then pause until the reminder date. That approach results in ...


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Smart Alert Pro- http://www.infowisesolutions.com/product.aspx?ID=SmartAlertPro Set alerts prior to and after to any filter and setting. The user just must be a SP user, unless you sign them up for external user license. www.spmarketplace.com


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Any answers to this question are going to be largely opinion-based, so please keep that in mind. That said, it's a question most SharePoint admins will face eventually - you have a system built in SharePoint that is USED by a large audience, but is OWNED or MAINTAINED by one or more smaller audiences. In most cases, I place both the form template and the ...


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SharePoint offers this functionality OOTB (by default). It's located in the List Settings for the list, under the "Versioning Settings" category. Here's what the setting looks like: However, if you don't want this feature enabled for all items in the list, and ONLY want approval required for specific items (based on criteria) or items created by the ...


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I'd create an on creation workflow that does: Add time to date, -2 days from the current item, date field. This is stored as a variable for you. pause until the variable date if current item status is not complete, send email, else end the workflow This assumes you have some sort of status column that tracks the progress of the item. If you have a ...


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Does it continue, using the updated date? Depending on your workflow, it could cancel altogether, but usually it will use the new updated value. Does it continue, using the old date? See above. Assuming either of the previous is true, is a new workflow spawned upon change? Depending on your workflow this can happen, but most users only trigger workflows ...


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In such cases it's better to use custom activities in Sharepoint Designer that allow you to implement business process you need. There are 2 ways of how to do it: 1. Code your own workflow activities using Visual Studio or 2. Use any of 3-rd party ready to use workflow activities for Sharepoint Designer. The one I've seen is Virto Sharepoint Workflow ...


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Instead of update use "Set an item in current library " action. This will not restart the workflow.


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You can easily do so in SharePoint Designer workflow and check if the field contains data or not, you can then build a string in the designer calculated from all other fields and set the value for your field with your string. So yes that's doable.


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So I just figured out a way to do it, after a lot of trying and error fixing. For ease of explaining I've named the column that holds the content for the lookup "SourceList" Preparation 1) Create a loop list, containing three columns: Title, cnt, LoopGUID 2) Create one entry with the title "Count", a cnt of 0 and the LoopGUID "idle" 3) Add a column ...


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You need to execute Register-SPWorkflowService only once for the entire farm. I have many cases where this did not work though due to some other factors in addition to the Proxy issue mentioned in the earlier response. SharePoint web applications are using https and the root of their cert is not in Workflow Manager server trusted root authority (MMC ...


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You do not say how you are making your workflow (SPD, Nintex, etc.) or which SP you are using, but you can definitely call a web service (including your own) from a workflow in SharePoint. References Call external web service from SPD workflow ...


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This is a fairly basic workflow you are looking for. There are many guides to the absolute basics online. In terms of creating the workflow here is a guide. ...


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After googling for hours I came to an answer that rather to trigger any workflow event we can attach an event receiver (i.e. Item Added) to workflow history list. And in ItemAdded() method we can perform the task. In my case, if the workflow is cancelled then I want to reset the permission of workflow item. So the declaration for event receiver would be as ...


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Wait for Event in List Item: Used to wait for a new item to be created or an item to be changed. So if you use this action, it will be trigger whenever any item is changed in list. If you want to send mail when current item is changed, refer following action in workflow: Wait for Field Change in Current Item: Used to wait for a field to be changed in the ...


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What's the logic for your workflow? If it's modifying other items in the list, that would laucn the workflows on other items. Have you tried to stopp all workflows on all items, and start from scratch by modifying the first item, and check to see what's going on?


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You can do this without having to run any conditionals in your workflow. Create two workflows (one for item creation, one for item change) and go to the workflow settings for each one. Check Start workflow automatically when an item is created or Start workflow automatically when an item is changed.


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You'd do If Created equals Modified do these actions Else do these actions. When an item is created, it has the same date for created and modified. Once an item is modified, they have different dates.


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It will. When an item is paused like that, the information is serialized to the database and will get picked up by the workflow timer job when the time comes to wake up and do something. This has been the behavior ever since I can recall.


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Yes! That is the point of workflows, they are not like you think with services where they have to stop whenever a server restarts, but it is processed in batches and states. For example, the action "Pause until date" the workflow will really resume whenever the date passes, even if it is 10 minutes afterwards.


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Yes, SharePoint can handle more than 1000 running workflow instances. Once the workflow engine spots an asynchronous activity to be executed next, the state of the workflow instance will be stored in the Database. It's called 'Workflow State Dehydration'. And based on external triggers/events(form button click, timer etc.), the state will be loaded back into ...


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Go to All Files > Workflows Folder. Then select the workflow you want to work with. Right Click on the "xoml" file then select "Open With" > "SharePoint Designer (open as workflow)" Once it's opened, published it again. Then it will show up again in the Workflow tab.


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Here is the Solution : Modify your Powershell command as; Register-SPWorkflowService –SPSite "http://abc:1255/" –WorkflowHostUri "http://abc:12291/" –AllowOAuthHttp


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You might have to write a custom Activity and then add this into the SharePoint workflow. Out of the box workflow does not come with a way to plug in a custom activity so you might have to use SharePoint designer or something similar to create your workflow.


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If this is a SharePoint Designer workflow, you can choose to get the display name out of the people picker field instead of the login name.


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It needs a collection of users passed in, it can be done like so, You can use the SPFieldUserValueCollection Class to set a multi value person field: SPFieldUserValueCollection value = new SPFieldUserValueCollection(); value.Add(new SPFieldUserValue(web, user1.ID, user1.Name))); value.Add(new SPFieldUserValue(web, user2.ID, user2.Name))); ...


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You are setting a value but not updating the item, I'd expect a .Update() in there. workflowProperties.Item["Stakeholders"] = acctId; workflowProperties.Item.Update(); Also, this may be affecting you: If your field "" is field on the Infopath form and you have chose that field to be available on the form library then one thing you should check is ...


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It's possible but, it'll add a few extra steps to your Workflow. If you are using the "SingleTask" activity you should have the TaskID for the task that was created. Create this task targeting a content type that has a Person or Group field that will be used to collect the extra approver. With the TaskID you can read information that was filled in the task ...


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The drop down shows all available tasks lists. If your site only has a Workflow Tasks, then that is what shows up. You'd just need to create a new task list with your desired name, and it should be available in that drop down. *Answer update: You can just select new task list and after it's created, you can change the task list name.


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Here is an article By Laura Rogers to create a workflow that reminds you a week before an item is due. http://www.wonderlaura.com/Lists/Posts/Post.aspx?ID=64


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Try to update your Workflow Manager 1.0 with CU2. Will resolve your problem, no need to change ID. (This CU2 update worked for me.)


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Thanks for the help guys. I solved this by creating a calculated column with a AND/OR formula using brackets which allowed me to do my statement correctly. I then used the workflow and based it from my new calculated Yes/No Column.


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I had the same issue in my work place. I tried to setup workflow to prevent conflict, but it actually deleted some of the booking's end time. So, now i have come up with an idea to solve this issue.I merged the sharepoint calendar into the outlook calendar. Now any user can easily add/edit booking without any conflict by looking into the outlook interface. ...


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Look at Virto Workflow Activities Kit from well-known vendor, VirtoSoftware. Use "Send Email" activity where you can specify any recipient(external or internal). Hope it help you.


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We are using Virto Workflow Scheduler for these purposes. It's easy and simple solution from well-known vendor, VirtoSoftware. Try to use. Hope it help to you.


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You could add a Yes/No column to the document library called CreatedEmailSent (and update the list content type to hide it so users don't see it in forms). When the document is added, CreatedEmailSent will have no value. Your workflow could check the value of this field every time it runs. The first time, when the field has no value (or is set to a default ...


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I think you are mixing up a few things in there. In SharePoint there is not an out of the box method for scheduling workflows. You can for sure get creative with multiple lists and looping actions - but this set's you up for trouble in managing that type of solution. You will either need to consider a custom solution - or look to a 3rd party tool, such as ...


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For each item, execute this to first get the "running" workflows: $collection = New-Object Microsoft.SharePoint.Workflow.SPWorkflowCollection ($item, [Microsoft.SharePoint.Workflow.SPWorkflowState]::Running, [Microsoft.SharePoint.Workflow.SPWorkflowState]::None) Then filter the collection using the criterion you mentioned above and loop through the ...


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Check this link for a possible solution. Relevant part: Uncheck the option for 'updating workflow status to list automatically'. This is in designer, on the page having option 'Edit the workflow' This is for point 2 of your question.


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You could create a workflow to handle this. Instead of the alert, just trigger the workflow anytime an new item is added you would email a specific user and add the parameters for a hyperlink as well as document name. This is really easy to build in SharePoint Designer.


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Usually, we can achieve this with following workflow. Set workflow variable: test = current item: customers (return as Lookup Values, Comma Delimited) If workflow variable: test contain “user1”, Create new list item in TestCast list If workflow variable: test contain “user2”, Create new list item in TestCase list … add other “if” clause for remains ...


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I am positive you dont need to run the config wizard after WF manager updates. Software requirements: PowerShell 3.0 must be installed on the computer to be updated. PowerShell 3.0 is included in the Windows Management Framework 3.0 installation. Go to Windows Management Framework 3.0 to install this update Workflow Manager Client 1.0 must be installed ...


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You can start the workflow using code. The code has to be triggered somehow. You could use an Event Receiver for when a document is either added or updated. If you need to be able restart a workflow by just clicking something. You could create an application page that does that. Populate a column with a hyperlink for each item. Reference: ...


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I think you have two options here. You can turn on Version History for this list. I won't show it like you have above, but it will collect the data. You can create a new multiple lines column and append the new modified information to that column.


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Utilizing SharePoint Search will be the best approach. One issue you need to take care in that case is finding the relation ship between the Workflow Task against the List Item. You can use SPQuery to pass the CAML query. In this query you can specify the fields you want to retrieve along with additional filtering parameters. Hence it performs better ...


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You need to query (lookup) to make sure the item doesn't already exist in the other list first. https://support.office.com/en-au/article/Define-a-workflow-lookup-d7fcc0dd-6e2d-4e10-bd07-f22627f5c2f3#bm4 Use an If statement and only proceed when the item doesn't exist.


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Date Created returns date and time, but Today returns only date (12:00 AM). So they are not equal, and your condition is never true. -- Evgenii Vilkov It's true, so use the below action during comparison. Change compare action equal to equals(ignoring time)



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