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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.

9
votes
3answers
37k views

How do you send emails to external email address in sharepoint online workflows

My client is using Office 365 and has SharePoint Online. Is there a way to send emails to external users or external email address using workflows? More Info: This is what happens when I try to ...
4
votes
1answer
1k views

unable to copy all documents from one library to another

I am trying to copy multiple documents from one library to another using SPD workflow2013 in which am using REST API's and Looping, for copying single document I followed This article and it works ...
2
votes
2answers
12k views

Use workflow to move document within document library to different folder in same library

I am looking to use a workflow to move documents within a document library to a specific folder in the same document library (this to manage access rights on different documents via the libraries). ...
1
vote
2answers
6k views

How to rename a file using a SharePoint 2013 reusable workflow

I'm trying to create a workflow in SharePoint Designer that will automatically rename files as they are created/uploaded in various document libraries, to a pre-determined 'item ID' pattern. The idea ...
5
votes
3answers
3k views

Send alert to a user when the 'assigned to' is changed in a list item

I have a list with a people or group field, it is set up to allow only one person or group to be selected. I would like a user to receive a notification when a list item is assigned to them. I tried ...
3
votes
1answer
13k views

Sharepoint Designer 2013 workflow:How to send email to multiple users?

I am facing an issue of sending an email to multiple users in designer list workflow. Having one list field of type people and group, which allows multiple section. Requirement is I want to send an ...
3
votes
3answers
5k views

Send email using SharePoint Designer to the users in Person and group field

I would like to send email notification to one or more people that exist in a person or group field. Is this possible using a workflow in SharePoint Designer?
1
vote
4answers
5k views

SharePoint Designer Workflow, set field

I have a workflow that sets the field to [Today] when status = Setup. Once that field is set (either when created or when status changes to Setup), I don't want the date field to change to the current ...
7
votes
6answers
43k views

Error: The option for the SharePoint 2013 Workflow platform is not available in sharepoint designer

Currently, I need to develop a workflow with looping feature and I googled that it is available in sharepoint 2013 workflow. But, when I tried to create a workflow for sharepoint 2013 in sharepoint ...
4
votes
1answer
7k views

Open workflow initiation form in modal dialog

Currently when I click on a custom action to run a workflow on a selected item the browswer navigates away from the current page to display the initiation form. This wouldn't be a such a problem ...
6
votes
2answers
7k views

Manually start SharePoint 2010/2013 workflow in SharePoint 2013 farm?

Is it just my SharePoint 2013 environment or does anyone else experience the follow issue? A SharePoint 2010 workflow attached to a SharePoint 2013 list cannot be started manually for individual ...
5
votes
2answers
804 views

Unauthorized access on microfeed workflow error

I'm trying to create a workflow for a newsfeed and I'm having issues getting it to start. Workflow steps is to log message to history list, send email, and log sent message. I've used the same steps ...
10
votes
5answers
38k views

Easiest way to start SharePoint workflows on a bunch of list items in SharePoint 2007?

Right now I've created a few SharePoint Designer workflows in SharePoint 2007, I need to start them all up for each existing list item at (more or less) the same time. I'm not terribly worried about ...
6
votes
5answers
24k views

Check for empty date in SPD Workflow

Question How can I check for an empty date condition in a SharePoint Designer Workflow? Background I have a list called "Project" with multiple date fields. I have a calendar called "Project ...
5
votes
1answer
200 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 ...
4
votes
1answer
14k views

Calculate date minus x days in Designer workflow

Why do I lose 4 hours when converting a date to a double and back again in a SharePoint designer workflow? More importantly, what's the proper way to do a date calculation in a workflow? Most ...
4
votes
2answers
8k views

Daily e-mail reminders with workflows

I need a workflow which will check a custom list -for every row in this list- every day automatically and if the total value column is 0 then it will send an email to a user. Is it possible with ...
3
votes
2answers
13k views

Copy file in a library to a folder in another library with Workflow

I using SharePoint Online 2013 and Workflow 2013. I need copy a file in the library "A", folder "Test1" to the library "B" to the folder "Test2". I need do this using Workflow. In the function "copy"...
2
votes
1answer
30k views

How to make workflow update another list item based on a calculation SP2010

I have 2 lists. One list has a quantity field and the other list has assigned quantity field. When a user create or update a new item in the list with assigned quantity. I would like to do some ...
1
vote
1answer
1k views

Send Email notification if task is not completed 7 days prior to the due date

I am working with SharePoint 2013 Designer Workflow. I am not sure how to Send Email notification if task is not completed before 7 days of a Due Date.
7
votes
1answer
9k views

SPD workflow impersonation step, who counts as author?

Impersonation Step quotes "The contents of this step will run as the workflow author" Will impersonation steps run with the credentials of the person who publishes a workflow the last time? If an ...
6
votes
3answers
11k views

Get URL of list item attachment from Sharepoint Designer 2010

I've found tons of questions where people are looking to get the URL of an attached file after the fact via CSOM or JSOM, or some other means. I am looking to get the URL from Sharepoint Designer, ...
5
votes
2answers
4k views

Send Plain Text Email from SharePoint Designer 2010 Workflow

In Microsoft's infinite knowledge it appears as though they force all emails to be sent as HTML in SharePoint 2010+. This is causing a great deal of pain as the emails that are sent from the ...
4
votes
2answers
665 views

SharePoint Workflow - Reminder by date/time

I am trying to create a workflow which will send a reminder email to the user if the item has not been return by the expected return date/time (time is also required). Here is the image for the loop. ...
2
votes
1answer
2k views

Workflows are getting suspended for other users than me

I created a site in SharePoint 2013 and some workflows in SharePoint Designer 2013. Now I am testing it and I can see that everything is working great when I am operating only on items, that I created....
2
votes
4answers
12k views

Workflow 'was cancelled by system account'

I am trying to make a simple 2010 workflow in SP Designer, I am using SP 2013. The workflow is made at the List Level: [Email MyUserGroup]. Manual start is enabled. I can successfully trigger the ...
1
vote
2answers
8k views

How to change workflow email sender name

We have a Sharepoint designer workflow that sending notification email to users. I understand the "from address" is a farm setting and cannot change. It is fine. My concern is can we change the "...
1
vote
2answers
516 views

Find Interval Between Dates Problem

I have a very odd problem, one that's been baffling me for over a week now. I have a workflow designed to create a new task a set period of time in the future once a current task expires. These tasks ...
1
vote
1answer
5k views

Syntax for setting multi-value lookup fields in SPD 2013 workflows

I'm trying to set the value of a field in a lookup column using a SPD 2013 workflow. The column is set to allow multiple values in the lookup. I've seen many sources stating that the syntax for ...
1
vote
1answer
548 views

SharePoint 2013 Reusable workflow doesn't pick up fields in a different site collection

I've created a SharePoint 2013 Reusable Workflow using SharePoint Designer. It is based on a content type called Functional Design: If I publish that workflow to the site collection where it was ...
0
votes
4answers
5k views

Workflow automtically starts when an item is created despite it being unchecked in Start Options

I have a workflow that I need to start when an item is changed but not when an item is created, as I have a separate workflow for that, so the "Start workflow automatically when an item is created" is ...
0
votes
2answers
2k views

SharePoint Designer workflow is looping itself when waiting for a field to change

I have a problem with a standard SharePoint Designer workflow on a forms library in SharePoint 2010 Foundation. When the workflow is firing off it is designed to fill some information in against the ...
0
votes
1answer
170 views

Assign Approvers based on folder?

I'm working on implementing a workflow which will start automatically on change/creation (which is working). The issue is that there are a few folders which need cross-department approval. Is there a ...
6
votes
2answers
689 views

Office 365 developer site SharePoint 2013 preview: SPD2013 workflow is always canceled

I try to create a workflow using SPD2013 preview on the Office 365 developer site (company.sharepoint.com). I can create and publish WF using SPD2013 without any problems, but when I start it on the ...
4
votes
2answers
5k views

Copying a globally reusable workflow in SP Designer loses form task fields and InfoPath rules

In SP Designer, I copied a globally reusable workflow in order to make it only reusable (not global) so I can save it as a template solution .wsp to move it to another farm. The problem is that the ...
3
votes
3answers
31k views

SharePoint 2010: 3 of 6 Workflows “Failed on Start”. SharePoint Designer Workflow Works Fine?

Three of the six workflows that are on one of my site collections in SharePoint 2010 are resulting in "Failed on Start" as soon as a document is submitted to a document library. The other three ...
1
vote
0answers
1k views

Unable to get the list of all SP2010/SP2013 Work Flows (OOTB and SPD) which are associated with a List using CSOM

We came across an issue while pulling the workflow associations of lists, CSOM and Splist.WorkflowAssociations will not list the workflows created through SPD and attached to list. If anyone faced ...
6
votes
1answer
8k views

How to retrieve workflows in powershell?

I'm trying to write a script to check the status of workflows in a list. I have tried a couple different ways but I never get anything to return. foreach($item in $list.Items){ $item.Workflows ...
4
votes
1answer
8k views

How to add values from a “Person or Group” list column type to workflow email To or CC field

On SharePoint 2007 I have a custom list with a custom content type. The content type contains (among other things) a Person or Group typed column that allows the creator to add additional ...
4
votes
4answers
5k views

which one is better considering performance, workflow or event receiver?

Using events like ItemAdded, ItemUpdated which one has the good performance on custom list. What can be preferred considering there are large lists?
3
votes
4answers
31k views

How to Copy List item to Another list using sharepoint designer 2013 workflow

I have used this workflow action in past with designer 2007, 2010, but 2013 sharepoint designer has Copy List Item workflow action missing. i am building a workflow in 2013 deisnger, now i want to ...
2
votes
2answers
4k views

Workflow Call HTTP Web Service returns xml instead of Json

I developed a Workflow that uses http call webservice in our devlopment site on O365. When I rebuilt the identical workflow in production, it fails with the error: System.IO.InvalidDataException: ...
2
votes
1answer
146 views

How to have SSRS subscription delivery trigger workflow in a document library

I have SSRS running in SharePoint Integrated Mode in SharePoint 2013. I have a subscription on a report set up to deliver to a document library that has a publishing approval workflow (SharePoint 2010 ...
2
votes
2answers
7k views

Generating an email alert for new post in site feed

I am working with sharepoint online 2013 and Sharepoint designer 2013. I wanted to generate an email alert for the Site Feed App. I wanted to send an email to a group of people with the posted ...
1
vote
1answer
9k views

How can I use data from Managed Metadata Columns in Workflows and Calculated Fields?

It seems that sharepoint does not allow MM columns to be used in calculated fields, and I'm not sure how to use them in a workflow either. Can someone please inform me as to how I can use terms in the ...
1
vote
2answers
3k views

Excel Services REST API returns 401 Unauthorized in Workflow

I am trying to make a call to the Excel Services REST API in a workflow to retrieve information on a workbook's charts. The URL format is siteurl/_vti_bin/ExcelRest.aspx/Workbooks/Chart%20Test.xlsx/...
5
votes
7answers
11k views

error: server side activities have been updated you need to restart sharepoint designer

I have installed VS 2017 with SharePoint Designer 2013 32 bit and when i configure workflow manager, i get this error: server side activities have been updated you need to restart sharepoint designer. ...
4
votes
2answers
13k views

Is it possible to run single workflow instance for multiple item?

I have created a SharePoint Designer 2010 approval workflow and I am starting this workflow on item created. Now when I am adding multiple items it is starting workflow for each item but I want to ...
3
votes
3answers
3k views

SharePoint Online/Office 365 - Using Rest Services in a SharePoint Designer Workflow

Good Morning All, does anyone have any good articles, notes and\or documentation on how to configure and develop a rest web service call within a SharePoint Designer 2013 workflow? I've found plenty ...
2
votes
2answers
1k views

SharePoint event receiver ItemUpdating event behaves differently when a list item is updated through Workflow

I am having a SharePoint custom list which is having a designer workflow and event receiver attached to it. In the event receiver on ItemUpdating event I am having the below code to check if a ...