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

Is there a wildcard operator/character in SharePoint Designer that can map one list item in one list to All items in a separate list?

I have created a list where I need a one-to-many workflow interaction with another list. The workflow is manual start, within list one, and on item select it would copy that item over to list 2. ...
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SharePoint Designer 2013 Workflow Waits forever if user doesn't cancel

I've stumbled upon a SP 2013 workflow problem today and I'm hoping someone can give me some advice. This workflow has been live but apparently the person who developed it (who is no longer here) hasn'...
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How to display revision number from SharePoint column to a word document

I have tried this method on the below link but it did not work https://social.technet.microsoft.com/Forums/en-US/d7edacd9-3818-4b66-982a-daa1846fbe2a/add-the-sharepoint-version-number-to-a-word-...
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Use workflow to stop another workflow

I have a number of workflows running with long 'Pause Until'. I want a second workflow to cancel some of them when the correct circumstances occur. Can I use one Designer workflow to stop another?
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Create a Flow that constantly runs in background

I am trying to see if this is achievable. I have a list that contains users birthdays. When a new user is added to the list, obviously the flow would trigger, checking that new item and is stuck in ...
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Does column validation effectively disable all workflows?

I'm looking for confirmation that this is a problem with SharePoint in general and not just my farm, and to document this in the StackExchange knowledgebase. I also want to figure out, does this ...
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9 views

Re-set Sharepoint 2013 Content Type for all List Records to Default

I had a SP2010 workflow that switched content types from New Items (the default, used on record creation, which only displayed required fields) to Item, which was the content type that displayed all ...
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Send email reminder SharePoint designer

I have created two days reminder and two days overdue notification email reminder with the SharePoint designer. I have set up one condition here: if the status still states as open, then the users ...
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How to secure the workflow 2013 multiple approval process, so at each approval stage it can only be edited by the assign to user

Inside our SharePoint 2013 >> i created a multiple approval process using workFlow 2013 >> as mentioned in this tutorial @ https://www.youtube.com/watch?v=pHThonxwf8Q >> but my ...
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SharePoint site workflow

I have a question, I have created a SharePoint workflow using designer and I need to run the workflow at the first of each month and it should check all the records created on that month. How can I ...
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20 views

Approval workflow for SharePoint pages(classic site/pages) using Power Automate

I would like to create and approval similar to this Link Would i be able to use the same for a classic site? Thanks
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2answers
116 views

How to determine if date field is empty or not?

I am creating Workflow using SharePoint designer to send the email notification if the date field (revise date) is empty. I just cant find anything to check if the date field is empty? Can you please ...
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How can I send an email notification for when a form is updated?

I have been asked to create a form for structural errors. In this form, the requester will add the informations requeride and assign the task to the responsible 1. The responsible 1 will verify the ...
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Send Notification Reminder SP Designer

I have some issue with sending email reminder 1 day after due date and when status is open? So I have 2 columns Status and Original Due date. If the status is Open and Due Date is greater than today ...
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2answers
29 views

Send 30 days reminder

I am trying to use SharePoint designer to send an email notification 30 days before Original Due date. also, if the status field is not equal to close, the system should send email every 14 days. I ...
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121 views

The option for the SharePoint 2013 Workflow platform is not available in SharePoint Online

One of our users reported an issue in a specific SharePoint Online classic Team site. On this site, SharePoint Designer 2013 does not allow us to create Workflows 2013. I checked and confirm that I ...
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Get user current permissions or group name in list item change workflow?

In a workflow (with designer) on list/library item change events I want to get the current user's permissions, more specifically, the group name(s) to apply some conditions based on the permissions of ...
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SharePoint Workflow Start task process assigned to Distribution List

I created a SharePoint workflow and used the start task process. I assigned the task to an Outlook distribution list (DL). I selected "assign a task to each member within groups". The ...
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1answer
67 views

Get IDs of all List Items in a list and compare them to another List to sync deleted Items in SharePoint List

Using SharePoint Designer workflow or Flow how can I get IDs of all list items in a List and compare them to IDs of list items in another List so that we can sync the deleted items I am able to sync ...
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1answer
23 views

Workflow gets stuck when task is assigned to a group which contain & in its name

I have developed SharePoint 2013 workflow in SPD and task is assigned to a SharePoint security group. One of the group is HR & Admin. and when ever task is assigned to this group then workflow ...
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28 views

Error while publishing SharePoint 2010 Designer workflow - Unexpected Error on server associating the workflow

We are still using SharePoint 2010 On-premise. I have two SP Designer 2010 workflows on a form library. First workflow is very big and complex and the second workflow is just a reminder workflow and ...
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How do I get my retention policy to work and can I test it the same day?

I set a retention policy on a list. The retention policy is supposed to trigger a workflow the day after an item has been created. I waited a day for it to work and t did not. Today I try to test to ...
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42 views

Send email to distribution list SharePoint 2010 designer

Created an email workflow using SharePoint 2010 designer .But the email is not getting triggered for the distribution list email. How can we send an email to distribution list using SharePoint ...
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1answer
38 views

Lookup field to same list not available in SPD workflow?

I have a list called "Requests". This list has a text field called REQ-ID that is an "ID" field that corresponds exactly with the built in ID field (a workflow on item created ...
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1answer
171 views

Disable SharePoint 2010 Workflows in SPO Programmatically

Is it possible to disable Workflow 2010 programmatically in SharePoint Online? Workflows 2010 engine is not yet disabled at our tenant and will work until at least December 2021. As a result, we still ...
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136 views

How to do a http call POST action in SharePoint Designer 2013?

I am using SharePoint Designer Workflow 2013 and would like to use the SharePoint Rest API to update some list item. I know how to use the "Call HTTP request" action with GET method. But how ...
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1answer
79 views

Intermittent workflow issue - Unable to properly communicate with workflow service

We recently patched a SP 2013 Farm and we are having intermittent issues with 2013 workflows When we try to start 2013 workflows, sometimes it works and sometimes it throws the below error Unable to ...
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1answer
103 views

SharePoint workflow - Daily Summary of All Changes

I am looking to create a daily summary of all changes (new items, modified items, deleted items) with a SharePoint workflow. SharePoint's out of the box Alerts ALMOST provided all of the functionality ...
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1answer
68 views

Verify running workflows in SharePoint 2016

I have many running workflows in our SharePoint 2016 environment where I have seen - if we go to the workflow settings page from the library settings, there we could see multiple instances of running ...
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1answer
48 views

Show related item properties for editing in SharePoint 2013 task form

Is it possible to show the list item properties of the related item in SharePoint 2013 task form? So that the users can change the properties and then approve in the same page I am thinking to add ...
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1answer
23 views

Task is only assigning to first person of group while assigning to a group through "People/Group" column

I am using SharePoint Designer 2013 List Workflow to assign a task to a group. I have a condition based on a Country column, such as if the Country is US then it should assign a task to AccountsUS ...
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1answer
34 views

Copy list item attachments to a document library in SharePoint 2013 designer workflow

Is it possible to copy the attachments of a list item to a Document library using 2013 designer workflows? I am able to get the server relative URL of the attachments in the workflow, but I am not ...
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1answer
27 views

SharePoint 2013 designer workflow created documents inside library shows blank word document

I have one list and one library. The requirement is when any list item gets created automatically the 2013 designer workflow will create a corresponding record inside the library. The library uses one ...
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1answer
20 views

Migrating SharePoint 2010 Based Workflow to Sharepoint Online

As you might be knowing SharePoint 2010 Based workflow are now retired, Hence i am looking for a way to move them to 2013 based Workflow / to Microsoft Flow - As that's the option left. Any Help will ...
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1answer
43 views

Add event to personal calendar for SPO without using Automate

We need a logic to add event to M365 users' personal calendar according to a company calendar (saved in SPO). We didn't have Power Automate plan so it is not an option. Could we use SPD2013 workflow? ...
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1answer
28 views

SharePoint list modifying the existed item while retrieve and populate values from list A (using item id) to list B to create a new item

I have two SharePoint lists: list A & list B. For example list A fields: text 1, text 2, Button list B fields: Name, text 1, text 2 Workflow(2010) will generate a hyperlink in list A ...
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1answer
15 views

SharePoint Designer workflow doesn't show any custom fields

There's a list (kind of a catalogue) of subsites, which I've created a couple of years ago, and it has about 15 custom fields and a workflow to manage the list item lifecycle. Today I've tried to ...
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1answer
28 views

Replicate 2010 Globally Reusable Workflows in Designer 2013

I'm trying to replicate the 2010 Approval and Collect Feedback globally reusable workflows in Designer 2013 as 2013 workflows. These "native" workflows feature a people picker that accesses ...
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1answer
209 views

SharePoint 2013 list workflow is not starting

I have a custom SharePoint 2013 workflow created by SharePoint Designer for a SharePoint Online List for new/update items. The list has a SharePoint Form, from where the list item is created or ...
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1answer
88 views

sharepoint Designer workflow 2013 - set Item level permissions for multiple users from the single person and group fied

I am cerating a SharePoint Designer Workflow 2013. Trigger action - When item is created. On creation of an item I am setting unique permissions based on two person and group field from an item. (i.e. ...
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1answer
89 views

SharePoint workflow regular expression not working

I am checking for a string in SharePoint 2013 SPD workflow using regular expression but it is not working. My condition is: If Current Item:UserDepartment matches regular expression /\W(technology)\W/...
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1answer
157 views

Alternative for SharePoint 2010 Workflow Impersonation Step

In our SharePoint Online site, I have a Form Library with an InfoPath form behind it, as well as a SharePoint 2010 workflow. The only reason I used the SP 2010 workflow platform was for the ...
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1answer
52 views

How to fix SharePoint designer workflow publishing issue?

I have created the list workflow and just printing the history log to print a test message. I am trying to publish the workflow using my account but it always returning me below warning error message. ...
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1answer
23 views

Parent/Child Update on Workflow

I have a parent list (Contracts) with many child lists (Invoices, Companies, etc). The Parent:ID is a lookup on the child lists to relate them. I have figured out a way that when I update a people ...
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1answer
48 views

SPD 2013 - Approval Workflow RegisterInterestInList Error

I publish a SharePoint 2013 approval workflow. When I started a workflow it is working properly because I am site collection admin but when other users started a workflow it gives and error like that. ...
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1answer
84 views

SharePoint Designer 2013 Workflow REST Permissions

I've successfully used REST in a HTTP call in my SPD 2013 workflow to break permission inheritance and assign unique permissions to various groups. I have another workflow where I want to re-inherit ...
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1answer
31 views

All 2013 Workflow Actions Appear Twice in SharePoint Designer

I have both 2010 and 2013 Workflows enabled. When creating a 2010 workflow, there is no issue. When creating a 2013 workflow, every action in the Action drop-down list is duplicated. Does anyone know ...
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1answer
36 views

Site workflow to check library status in Subsites

Is there a way to create Site workflow on site collection which can loop all subsites and get items from Common library where status = complete and consolidate and send email Sending email on ...
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1answer
17 views

How to start Designer Workflow on Retention Label

Hi I want to start my WF and send an email , when an user applied Retention Label on Item , is it possible, because when i tried item does not get modified when i Retention applied Label
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1answer
452 views

How to "Wait for field to be not empty" in SPD 2013?

We are being asked to retire our 2010 workflows. We have some 2010 workflows that uses this function: Wait for 'field' to be not empty I realize that in SPD 2013, your only option when you use the &...

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