Questions tagged [workflow]

SharePoint workflow refers to the automation of a business process by step by step execution of steps. In many cases the workflow instances have indeterminate delays and overall duration due to the necessity to interact with human users. This differentiates workflow from other means of automation such as Event Receivers. There are two types of workflows - Sequential Workflows - State Machine Workflow

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18 views

Create a PDF when an item is approved

I'm trying to automate a SharePoint site, so that when an item is approved, a PDF will be automatically created. The PDF will be based on an existing template and when an item is approved, I want to ...
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SharePoint 2019 Installation problem in SharePoint Workflow Manager

I am facing issue "Downloaded file failed system verification and may have been tampered with" while installing new Work flow manager. I have tried through Web Platform Installer and also ...
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Sending reminder email only to those who have not approved

Need your support. I have created a workflow where I have 2 approvers to approve a document. I need to enhance the workflow by sending out email reminders to those who have not approved. The issue I ...
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SharePoint 2013 - Send Calendar view by email using workflow

I have created a Leave Calendar in SharePoint 2013 and employees add their leave request on the calendar which goes through workflow approval process. I would like to send a monthly view of the leave ...
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What permissions are required to invoke a custom WCF web service deployed to the ISAPI folder (exposed through /_vti_bin/)?

Related / follow up to this question. Because a site's email settings (SMTP server, "from" address, etc.) are not available through any client-side APIs, I created a mini WCF web service ...
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Can we automate the changes which we are manually doing in SharePoint designer workflows?

Firstly sorry if the question was weird. I had a 80 similar lists and each and every list had a workflow. Now i had a change in the list and based on that i need to add a condition in designer ...
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Upload document in Sharepoint Online or 2019

When uploading a document in a SharePoint Online or On Prem (2019 version) the workflows starts before the document properties can be set. The properties is required for the workflow to work. In ...
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Excel cell value needs to be updated in a SharePoint List using Power Automate

I have a document library in which there are different folders which contains excel files. Excel file has name SA_0012ABCD_201901_Report. So here the 0012 is the folder name. So we Match the excel ...
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capturing the time that the issue spent in each department

I have a custom list that used to manage the issues and complaints of customers and there is a column called "Dept." to show where the complaint is right now. Once the issue is closed, I ...
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Can I create an automated approval workflow for other people in the organisation & email notification does not have my name?

I am new to sharepoint! I have been given a task to create automated document approval workflow for Person A & Person B. So if Person A uploads a document on a folder Person B will be notified ...
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How to get a task list from “Assign a Task” on the Document Set Welcome Page

We are about to upgrade to SharePoint Online but all workflows must be upgraded to 2013 before they will migrate. In the past the SP2010 Approval Flow process, I could crack open and add a Document ...
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Workflow Manager Offline Installation Dowloading Error

I am trying to install Workflow Manager on one of our SharePoint server where Internet is not available. So as part of Offline Installation I am downloading the WPI 5.1 bits and Workflow Manager 1.0 ...
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Re-creating Resource Planning Tool in SharePoint

I've been tasked with re-creating the attached spreadsheet image in SharePoint, and I'm kind of stuck on where to start. Basically, I need a way to add an employee to a list, attach multiple projects ...
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Change the background color of a value if it has been modified

So I have a SharePoint list and I implemented a flow that sends me an email if a value in a certain column has been changed. However, I have many columns and I was wondering if there is a way to ...
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Sharepoint list field 'Created by' shows username

I created a workflow that every form that is submitted gets recorded in sharepoint list. The flow works perfectly, but the 'created by' field does not show the user name of the person who submitted ...
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Error when trying to expand an action in a flow

I'm building a rather large workflow and it's gotten fairly unwieldy to edit in the browser. Refreshing the page takes a full minute, expanding a scope takes several clicks and 30 seconds, and now I ...
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Is it possible to use a flow to move an item from an active list to archive list based on values in certain fields and then…?

Good afternoon everyone, I have 2 SP Lists, The first is the Active List, within this list (several columns) i have one column "Status" that is a choice [New, Assigned, CM Active, Completed] ...
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Read/Reviewed Group Workflow Ending Too Soon

I need to send out documents to particular groups. I'm using the Read/Reviewed workflow because we want to be able to track each person that opens the document and when, for auditing purposes. However,...
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I need to get must recent run of a workflow from a SharePoint site using PowerShell

I am trying to get the most recent run time of a list of workflows. I have an export of data that gives me the Site URL and the Subscription ID of the workflow. My thought process is to some how ...
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Send E-Mail via workflow fails suddenly

I have a 2013 workflow on my 2016 on-premise farm, which sends emails. Today suddenly it stopped working and now it throws the following error: System.Net.WebException: Exception encountered while ...
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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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SharePoint : Workflow > Send an Email > Customizations (CSS)

I'm customizing the body of an email send by SharePoint's Workflow action "Send an Email". Knowing that this action does not support what's inserted in the <"style"></&...
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Retrieve SharePoint 2010/2013 workflows in SharePoint 2013 using CSOM

I need to write CSOM Code to retrieve SharePoint 2010/2013 workflows. I am able to get 2013 workflows only. Below is the code: WorkflowAssociationCollection workflowcollection = list....
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How to fix the error “You do not have permission. Ask your web site administrator to change your permission on SharePoint Workflow”

I am trying to publish workflow on SharePoint 2013. I created workflow on my local system and trying to publish to live. But it returning a warning popup. I have full control, Design and Read of the ...
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Extract Excel file names into Sharepoint List

I have SharePoint online 2013 and workflow 2010. I have a list of excel files that I'd like to extract the names into SharePoint List. Is it possible?
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Workflow review and approval with multiple distribution lists - SharePoint 2013

I am creating a document library with a workflow for my architects and engineers so that they can gain review acceptance and ultimately approval for their documents before they are published. Each set ...
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Collect the latest Modified and Modified By info for each user that has contributed to a list. Javascript?

A customer has asked me to display a table that shows everyone who has modified a list and the most recent modification they each made. It would look like: Sally Modified 3 hours ago Jack Modified 4 ...
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Can I restrict one person from being change implementer and reviewer both in sharepoint workflow?

I do not have any SharePoint experience so I have hired a vendor to automate certain flows for me. The workflow goes from change implementer to change reviewer. All the people on "Apps" team ...
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How to find out if a SharePoint 2010 workflow ran in last 4 months?

I have a SharePoint 2010 workflow, which is associated with a document library. I want to know if the workflow ran in last 4 months.
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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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SharePoint 2013 Workflow - App Permissions using java script

I have created a SharePoint 2013 workflow and using App Step in the workflow, I have saved the site as a template and created a new site using the JavaScript object model. The SharePoint 2013 workflow ...
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How to update a multiple lookup field in SharePoint Designer 2013 (REST API)

I would like to update a multiple lookup field in SharePoint Designer 2013. OOTB this is not possible. In SharePoint Designer 2010 it was possible. Now I would like to do this with for example a REST ...
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Replicate Data from one list to Another [duplicate]

Happy New Year..! I have two List, List A and List B in List A, i have column name Title, Status and Value In List B i have column name Title, Status and Value in both the sheet title value is same so ...
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SharePoint Designer Workflow - Restart Workflow

I have created a workflow that on creation and update checks if an item has the Status "Archived". If it has, the workflow will pause for 7 days and check again if the item still has the ...
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1answer
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“Get Items” returning incomplete list of items in Power Automate

This has been a maddening problem for a few weeks now and I can't seem to find the cause. I have a flow that simply needs to get the items from a list and filter them based on a field. I've tried this ...
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Hierarchy of Formulas In Calculated Columns

Is there an established hierarchy for formulas in calculated columns? Long story short our IT team got lazy and didn't complete user profiles. In order to get a proper name from a user field I'm using ...
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1answer
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Email users based on results of choice column with checkboxes (multiple selections)

I am looking to create a workflow that sends an email to users based upon the results of column that allows multiple selections. The column has 8 selections and it basically needs to email user "...
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1answer
35 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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How to keep Lookup values when cloning a list?

We have SharePoint 2016 and like to create some central maintained lists (a country list, flags, locations of our company, contacts etc.). Since we have a workflow that clones a list to a different ...
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32 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
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Workflow to be run for every specific document or content type?

I will need to look for the solution to implement the manual script initiation for specific file type in the document library (ex. force unlocking a document). Idea is that I will add additional ...
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1answer
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Email not to use my details as on behalf

I have created shared mailbox for our team: TeamMail@inbox.com. Currently I am trying to use it in one of my flows. Flow gets triggered when new item is added to list, there is a condition that if ...
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44 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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Shrink Pictures in rich-texts to defined width

I got a problem I can't solve. We have a small Ticket-System implemented in SharePoint. If a new item is created, an email will be sent to certain people. But there are rich-text-field in the items. ...
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35 views

Automate Flow Error

I know its wrong, I just don't know why. I have a library of images. I am trying to create a flow that will place the same content that auto-populates into the 'Name' column, when an image is uploaded,...
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API to get List field from SharePoint List to create a folder in a Shared Drive

We have a SharePoint 2019 on-premises instance. Currently we are using a workflow which will create a new folder in a Document Library within SharePoint and then files are copied into this folder. We ...
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1answer
16 views

Sharepoint Online 2010 Workflows Sending Emails to Workflow Initiator

I have a list for team idea submission in SharePoint 2010, with a workflow established to inform the leader of the team of a new idea submission. The workflow email is being sent to both the initiator ...
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1answer
32 views

WorkflowName field is null under task list

I have created a list workflow from SPD and assigned a task to the approvers group. The workflow is triggering fine but when i want to fetch some of the columns like WorkflowName is coming with blank. ...
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1answer
18 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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2answers
35 views

SharePoint 2013: Email approval if site or documents shared to “everyone”?

Is there a way to automatically send an email approval to the site administrators if the site or a document is shared to everyone? Maybe by using OOTB workflows or SharePoint Desgigner? Thank you for ...

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