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Questions tagged [designer-workflow]

This workflow is/ should be done by using SharePoint Designer. There are only a few ootb statements, new one have to be designed, with and without use of Visual Studio.

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13 views

Run a SP D workflow each day - with step by step

I want a SP D workflow to run each day, that will update a SPO List. Is there any articles that gives the step by step process to achieve this? I found many posts but stuck at somewhere environment: ...
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0answers
8 views

Loop through all list items of spo list and compare date and delete item and send email

I need to create a workflow that will loop through all items from a splist, and check a date column - ProjectEndDate - and if todays_date is > ProjectEndDate, then delete that list item. also, i ...
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2answers
25 views

How can i approve a task assigned from sharepoint 2013 workflow? [closed]

I am receiving email notifications but how should i approve or reject a task through it?
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1answer
27 views

Workflow “Wait for Field Change” trigger action if field is selected a second time

This 2013 list workflow works fine to assign to someone, send an email and complete the workflow when the status field is Completed. My issue is if it is assigned back to someone before it is ...
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2answers
29 views

Error from workflow to update a list when value in another list changes

I created a workflow to update a list (Rooms) when another list (People) is changed. I want to assign a value in the Room column in People list and have the value in column LastName be added to the ...
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0answers
9 views

Get Lookup User and calculated fields values in 2013 workflow

I have my HTTP web request set up and looping through my list, and I can access the fields of each row in the responseContent, but I can't seem to get Lookup fields or calculated field values. They ...
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0answers
8 views

Discussion Board - Reply Email Workflow

I have a workflow that sends a notification to selected users when a new discussion topic has been added however when a person replies to a message i cannot get it to add the subject or the URL to ...
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1answer
14 views

SP19: Item Reminder

In SharePoint 2013 a custom SharePoint Designer workflow could be created to create a reminder email to be triggered on line items. In SharePoint 2019 how would I create a reminder email to be ...
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2answers
26 views

Update Choice column in Sharepoint using workflows

I have a Sharepoint library where I receive folders via email. I have a calculated column that determines the week ending date (as a string value) for the folder and I want to create a choice column ...
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1answer
46 views

Data need to fetch another column from exiting column list

We had two list in SharePoint 2013. One list for report and list for access. First list "Report" consist of different column, one column name as "Request access" with Hyperlink column. So when user ...
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16 views

Need current time in designer workflow

I need to get current time in designer workflow 2013. OOB workflow field Today gets the date (and shows a time of 12:00AM). So, i tried to get it via rest api. However, when rest api response is ...
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18 views

Designing Workflow to Send Alerts Help please

I have a list app with columns: Title, Issue, Staff, Action. It needs to send an email to manager when a new title and issue is added. She then needs to modify the item to assign this to Staff to ...
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1answer
41 views

2013 Workflow not recognizing conditions and only updating first record

I have a very weird situation where I have three conditions that need to be met before the workflow should update another list with matching fields. The workflow fires but is updating only the first ...
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17 views

Workflow stuck in “Started” and never completes

I have a SharePoint 2016 workflow that only needs to kick off an email to a group of users and it is stuck in a "Started" state and never completes/sends out the emails. The error I receive in the ...
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1answer
19 views

Granting permissions to workflows SharePoint 2016 - Your tenant administrator has to approve this app

I am trying to grant workflows permissions to user profiles, in order to use User Profiles properties in SharePoint Designer workflows 2013 mode. I am following the steps here: https://www.c-...
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0answers
13 views

Via a Workflow how do I capture the Encoded Absolute URL on Upload or New Document (not drag&drop)?

On photo upload, I need to capture the folder name in which a photo resides. To do this, I have setup the following 2010 reusable workflow: Set VPIN to Current Item:Encoded Absolute URL Set Variable:...
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1answer
12 views

SharePoint designer WF with 2010 template

I have 7 If... else conditions on a SPD workflow (2010 template) in SharePoint online. Now I will have to change it to 28 if ... else conditions. I was not able to find anywhere if there is a limit of ...
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1answer
21 views

SharePoint update existing List Workflow 2013 and overwrite old version

I need to update the existing sharepoint workflow, but when i publish the workflow that old version workflow is still running. Could i know anyway to replace old version and run a new workflow? is it ...
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1answer
20 views

Unable to update people picker field by default share point approval workflow

I have document library in SharePoint 2013 environment, content approval is on. and I have copied the default SharePoint 2010 approval workflow and added one action to update the custom approver field ...
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12 views

Global Workflows not shown in SharePoint Designer

I've recently inherited a SharePoint site from its previous admin and have never worked with it before. I want to customise the global workflow for authorisation but when setting up SharePoint ...
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0answers
9 views

Kicking off an approval work flow via another work flow

I am running SharePoint Online/SharePoint Designer 2013. I have created a SharePoint 2013 workflow via SPD. The workflow kicks off one of 4 SP 2010 approval work flows based on the contents of a ...
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8 views

Any way to remove spaces from the middle of dropdown values using SP 2010 workflows?

I do not want to use 3rd party tools (like CodePlex). The value I want to manipulate is in a dropdown, so I can't use calculated columns. There is no REPLACE function in SP 2010 Workflows. I am using ...
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1answer
19 views

Is it possible to create a workflow that will prompt users to edit a field before allowing them to check in a document?

Is it possible to create a workflow that will prompt users to edit a field before allowing them to check in a document? We have a client that can't get end users to change the document status in a ...
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1answer
24 views

Add plus 1 in a workflow

I am trying to create a Workflow. It's three columns in one list that needs to have a specific value which a created without problem. But if these match I need to add 1 (plus 1) in a column in ...
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1answer
23 views

Workflow 2013 not working in some subsites

I have an issue where 2013 workflows aren't able to be run on some subsites. On other subsites I have no issue to publish and run the workflow. For the subsite where the workflow is not working, I can ...
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1answer
27 views

Send email after approval task is complete

Got a list about new suppliers. There is one field where it has two options yes or no. If selection is no then confirmation process will be launched. After that supervisor either approves or rejects ...
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3answers
55 views

converting infopath (xml) file into PDF and sending email

we trying to explore infopath(xml) files convert into PDF. We had SharePoint list with custom infopath. Daily users submit the form for access. our goal was when user submitted the form, its need to ...
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7 views

SharePoint 2013 Workflow Basics - Editing in the WYSIWYG editor

I am struggling to make the changes I need to a SharePoint 2013 approval workflow. I'm trying to edit in the text-based designer of SharePoint 2013, but I need a tutorial or resource to understand the ...
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23 views

Workflow If/Then: When Child (Count Related) List lookup field equals zero in Parent List Workflow. Error

I've got two lists; List 1 = Parent & List 2 = Child. The relationship between the two is one (Parent) to many (Child). The Child list has a lookup field to the Parent ID and the Parent list has ...
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1answer
28 views

SharePoint 2013 designer WF is unable to create task in share point task list

I am trying to execute one task process action in SharePoint 2013 designer WF. It gets stuck at this action and do n't proceed without any error. Even it does not create any task item in the ...
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8 views

Extract 1 piece of info from Sharepoint 2013 workflow JSON results

I have the following results pulled back from a JSON query. I'd like to extract just the '/GetUserByID' part from this. I have done something similar for another call, using 'get d/Results' but that ...
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1answer
30 views

Unable to delete a sharepoint designer 2013 workflow from the interface

I get no error messages but I am unable to delete them. They look 'empty' as in the actions contained but the delete button does not have any effect on them. The environment is sharepoint online and ...
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2answers
149 views

Migrated 2013 workflows are not working in new server

We had our SP 2013 applications in old server, so we migrated to new server with content DB approach. Now I see the 2013 designer workflows are having problem in executing the actions inside APP Step....
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1answer
33 views

How do I copy Lookup Column to another column

I would like to calculate a Lookup Field. I am trying to figure out how to copy the Lookout Field using workflow. I did find some tips but they were using 2010 workflow which I keep getting Access ...
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0answers
12 views

2013 Workflow to bring a managed metadata column from one list to another

I am following this guide to copy-paste a managed metadata term in a list in a 2013 workflow. The normal 'create item' does not carry the managed metadata term https://kennekro.net/2017/11/using-a-...
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1answer
39 views

The workflow is in an invalid state. Please correct it in SharePoint Designer and republish it

I have a SharePoint 2010 workflow created using SharePoint Designer 2013 during migration with Sharegate I get the error below:- The workflow is in an invalid state. Please correct it in SharePoint ...
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0answers
8 views

Send approval to manager [duplicate]

I have a list with confirmation WF. When user creates new list item I am check if document is sign. If yes then just send email with info to user if no then send confirmation mail to creators manager ...
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2answers
24 views

Create a workflow that is triggered on a daily basis

I have a list of 7 tasks that need to be performed by 7 people on a daily basis. All tasks have different deadlines during the day. Every day, I would like the 7 people to get a reminder to perform ...
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4answers
43 views

SharePoint 2013 workflownot availalbe for sharepoint online site

tried to create SharePoint 2013 workflow for sharepoint online site but there was no option to select platform type as “Sharepoint 2013 Workflow” and getting the following message in SharePoint ...
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1answer
21 views

Return Field as Long Date disabled in SharePoint Designer WorkFlow

I have SharePoint 2013 Workflow that getting Today date to Workflow Variable and Check the Day, but when I try to return workflow variable as Long Date Designer is not allowing to choose and drop down ...
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4answers
84 views

SharePoint designer 2010 workflow not starting when item is updated

I have written two SharePoint 2010 designer workflows both of which send emails to external users. The problem is both workflows are not getting started when I update the list item. One workflow is of ...
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1answer
40 views

How to send item form data in email using workflow in SharePoint 2013

I am new to SharePoint workflow and learning stage. I had one Access list form in SharePoint 2013. Our requirement is, when user fill data on list form and he\she click submit option, then an email ...
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1answer
26 views

File Not Found Error when view the workflows for an Item

File Not found error is appearing for list items. But sometimes, If I refreshed the same URL It will open the workflow list And from the Log file I extracted below Mapping URI from 'http://APP:...
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0answers
25 views

Create List Item Targeting External List

I have been trying for a couple of weeks to get this rolling and am pulling out what little hair I have left. I have a custom list and when an item gets added, I have a workflow set to create an item ...
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2answers
50 views

SharePoint Online- Errors were found compiling the workflow.The workflow files were saved but cannot run

For the past week now we have been experiencing this error when trying to publish new workflows or existing ones Errors were found compiling the workflow.The workflow files were saved but cannot run ...
5
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1answer
187 views

2010 Designer Workflows Not Compiling in SharePoint Online

We have workflows built on the 2010 platform that are currently working in SharePoint Online. If we save/republish them we now get the following error: Workflow Error: Errors were found when ...
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1answer
13 views

How to assign items to 2 sharepoint users

Through the ID column, I have 2 people I need to notify through email. Example: if id=1 notify x if id=2 notify y again if id=3 notify x if id=4 notify y It will keep looping as the IDs ...
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1answer
28 views

I would like to update permissions of a document library folder via a 2010 workflow

I have a workflow running on a list. When an item is changed, it needs to look for a folder in a separate document library that shares the name of the item. It then needs to update the permissions for ...
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2answers
36 views

SharePoint Designer Workflow Only Sending Email If Triggered Inside the APP Server

I have a list with a workflow customized using SharePoint Designer. It's on the SP2016 platform. If I am inside the Application (APP) server, I load the site, and I create a list item, the workflow ...
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1answer
25 views

RegEx to strip out AD OU data in SharePoint Designer Workflow

I have a script run that pulls AD data into a SharePoint list, this pulls the Line Manager field as: CN="Manager name",OU="1st OU",OU="2nd OU",OU="3rd OU",OU="4th OU",DC="FQDN" However I want to ...