would any one please help me with setting the correct workflow to create a DOC document based on the Item list filled in SharePoint 365?
I have following list and library, with the right set up of content types: - list called Project Status Checkpoint, where all necessary info re project update is filled by PM. - Document library called Status Report Doc, where the created documents shall appear
As 1st step I need the workflow to fill out the "Title" field, as the PMs do not fill the title field in, this should be automatically set to "Project Status Checkpoint - [current day] - this workflow works and the title is set in the list with no issue.
2nd step in the workflow is, when the title field is crated, to create the document in the Status report docs library based on the information from the created list.
Unknown error: System Account The workflow could not create the list item. Make sure the list exists and the user has permissions to add items to the list.
I am using SharePoint designer 2013 with Sharepoint 2010 workflow platform type for this particular workflow setting.
I would really appreciate if anyone could advise me on how to create the right workflow to manage the above.