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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 EventReceivers. There are two types of workflows - Sequential Workflows - State Machine Workflow

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Workflow tasks created in SharePoint Designer 2013 for SharePoint Online will NOT send “Open This Task” button to Outlook 2016

We have a SPO environment and I'm creating a workflow in SPD 2013. When creating a 2013 custom workflow with a task assigned to a user, the email with the task notification does not include the "Open ...
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Workflow column not showing on list nor in 'modify this view'

I can't figure out how to fix this, the workflow status column is not showing up on the list, I tried to set it on 'modify this view' but the workflow column is not showing up. Thank you for your ...
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Workflow Status sharepoint 2016

I am working in University newsletter web site which publishes the news ones a week, but receive the news form university department all days, every department has a coordinator for submitting the ...
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SP2013 Designer Workflow Create URL to Send Email Opens Form Doc Lib Item Edit

I created an InfoPath form and published it to a form document library in SharePoint 2013. I am creating a workflow in SharePoint Designer that sends an Email with the URL to the form item to the ...
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Preventing a workflow from repeating once a field has been filled in?

I currently have a list in SharePoint Online where project requests are logged and approved. Essentially, a list item (a project request) will go through a series of approvals by different people, and ...
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16 views

sharepoint 2007 email to all in people field

I have a list of trainings in which there is a field with all participants. Now I would like to send an email to all participants in the list. There is the possibility in Sharepoint 2010. Does ...
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25 views

Send Email When Calander Entry Is Made

I am new to SharePoint and creating Workflow through SharePoint Designer 2013. We have a conference room that users need to book through Calendar App. I have created the calendar app and now need a ...
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19 views

Automatically produce an Excel File with selected data from a custom list

I have a Custom List containing detailed information about small business tasks that have to be carried out: the person who is assigned to the task, the current status of the task (in progress, closed,...
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28 views

Error keeps occurring in custom workflow! HELP!

I have a InfoPath form that I have created for users to submit a request for materials. It is linked to a library via SharePoint 2010. I have a workflow that starts once a user submits the form. ...
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20 views

Filling Out Column with SharePoint Designer

What is the correct way to create a workflow in SPD that will take the data from a "Contract Expiry" column, subtract 'x' amount of days from that date, and display the new date in a column? This is ...
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29 views

Starting SharePoint 2013 workflow using REST from another workflow fails the first time but works on retry

I have two SP 2013 workflows. One (WF1) does a number of things, but at the end of WF1, I'm calling another SP 2013 workflow (WF2) using REST. WF1 runs both on create and change and conditionally ...
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57 views

What to do against “unable to load workflow actions” error?

I have a problem editing and creating new workflows with SharePoint Designer for SharePoint Online. The problem started to occur 2 days ago (The SharePoint configuration hasn't changed). The Designer ...
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32 views

Build a workflow when new list item is created

I am using SharePoint Online and trying to create a workflow using flow. But not sure if it's even possible or if my skillset is just to low. I would like to build something that will email based on ...
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Sharing a List across subsites and being able to use them on subsite workflows & lookups for new columns

Currently I have a Subsite named "AR". In this site I have a List. This List has the information for every single person responsibly for each task. This list is used for workflows on document ...
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21 views

Close approve/reject tasks from workflow

I have document library with 2013 workflow which starts when document “checks in” then it starts “approve task” for user who has permissions to approve/reject documents. The problem is: this user can ...
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16 views

SharePoint Sequence Number Update problem in workflow

For the new values to be added in my list, I have put a column which identifies it's serial number(lets say SRNo). When a row is created, I manually put "New" keyword in that particular field(not any ...
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51 views

Error in workflow

The Filter workflow worked fine, but at one point it failed: the item in the workflow could not be Updated, perhaps because one or more columns for this item must contain data of a different type....
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67 views

Cancel a paused workflow with javascript on edit form

I have a SP2013 list item running a SP2010 Platform Workflow. The workflow will pause until a specified date then perform some actions. This workflow should be started when an item is created and ...
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Forms: InfoPath or SharePoint designer?

Being new to SharePoint I am trying to create a form that displays on a page. I have access to SharePoint Designer and InfoPath. I do not have access to Power Apps or anything else. Ultimately the ...
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Sharepoint 2013 with workflow 2010 - Add comments to a workflow task

We have a Sharepoint 2013 that is configured to use only Sharepoint 2010 workflows. There is a workflow defined that creates custom tasks (not Approval tasks) for users. We want the users to add ...
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Workflow: Send notification action does not fire when new item is added

I have a workflow setup to send an email when a condition is met. I also have the box checked to initiate workflow when a new item is added. Issue: I have a sharepoint group as recipient on the "Send ...
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7 views

Workflow trigger for email when item CheckingIn form List or Library

Can you please look on When the Item or File is Checking in the Workflow should trigger and send a mail using WFD. please help on this.
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Doubled up approval tasks for a document

I have a reusable workflow that is being used to approve a document content type (named SWIS). When a document is submitted for approval it is created double the normal number of approval tasks. ...
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2answers
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SharePoint designer workflow get suspended when item created in document library using Send Email action

I have created a simple workflow with Send Email action in SharePoint 2013 document library, the email will send when a new item added to document library. When an item created in document library, ...
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Why does SPD make a new content type for each approval task?

I am making a workflow that kicks off an approval task to a specified user depending on which folder the file is in. Let's say I have 5 different folders so there are 5 logical checks and each one has ...
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Its possible to get the odata of project using sharepoint workflow?

I am trying to do a http call to project odata _api/ProjectData/Projects, but when I run the workflow I always get access denied, even using app step. Here is an error bellow: {"error": {"code": "- ...
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23 views

If any value equals any value condition doesn't accept two words

I am creating a workflow in SharePoint Designer and am using the "If any value equals any value" condition. I want to check if the current item is in a particular folder. The folder has two words to ...
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34 views

SharePoint Designer 2013 - And/Or priority in if statements

Using SharePoint Designer 2013, I'm actually doing some if statements in a workflow with or and and in the condition. But I'm confused as what priority is given for these... Is the and joining the ...
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Assigne permissions to SharePoint 2013 library item with workflow

I have simple library and workflow on it, in library I have column with people and group in workflow I am trying to set read permissions with impersonation step depends on this column but when I ...
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20 views

How long will workflow action “wait for…” actually wait?

Does anyone have any idea how long the "wait for..." actions in a workflow will actually wait for? I have a use-case where it could be years before someone changes a field and I'm wondering if the ...
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2answers
22 views

Condition: if value contains multiple strings

I'm not too great at the string builder or lookup fx's. I'm dealing with folders and want an approval process to go to User A if the folder is named "ABC" or "DEF". I'm using the condition: if any ...
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16 views

Having issue creating workflow after deploying

I am using SharePoint foundation 2013 and visual studio 2015. I having creating workflow project then getting an issue i mention bellow step follow First step is i created add new SharePoint ...
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33 views

Disable Automatic Emails sent to the requestor

I have a workflow set in SP Designer 2013, which starts an approval process with selected people in a SP List in O365. Once a new item is added to the list it sends to the person created this item 2 ...
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32 views

Set Default Values on Fields With Workflow

Is there a way to programatically set the default value of a column in SP2013? Here is my use case scenario: I have a project site collection. A form is used at the top level site to create a site ...
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Tracing back the content of a workflow variable

I want to update the body-text of an email that is triggered from a sharepoint workflow. Basically, the workflow is starting two processes(to get approval from two users). One of the two processes, ...
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25 views

Feature '2c63df2b-ceab-42c6-aeff-b3968162d4b1' for list template '4501' is not installed in this farm

Having issue creating work flow while deploying share point site first i added new workflow mention below screen and then selecting list [![enter image description here][4]][4] and finally ...
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26 views

Error in Word document generated in document library through workflow

I have created a list in SharePoint with a corresponding document library. When a user has created an item in the list they can choose to generate a word document that lists the data from their form. ...
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1answer
20 views

Workdays/weekends/public holidays: is a sharepoint list the way to go for me?

Our team runs many short, streamlined projects. We currently have: A master excel sheet containing current phase/key data of each project Personal .xls tracking tools which automatically calculate a ...
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10 views

Workflow to check Appoval Status and run

I would like to create a workflow that checks the status of the OOB Approval workflow and runs if the task is approved. What is the if condition I need for this?
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20 views

Swap numeric field in 2 different rows

For ease of use I've made a very simple scenairo of what i want to achieve. I have a custom list with the standard title in it. I have then added a unique numerical field on the list. so i have a list ...
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34 views

Workflow Questions (I'm a Beginner)

Please bare with me as I try to explain this. Please use the below picture as reference: Currently the list is imported through a flow that grabs the data from "Forms". What I want to do now is ...
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1answer
14 views

Sharepoint 2010 - Exporting config settings for all lists, workflows, and libraries

Is there a way to export the design/setup of all my lists, libraries and workflows? I'm looking for something kind of like this: List 1: Permissions: Columns: Associated Workflows: Workflow 1: ...
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12 views

Edit Document causes Word to crash

We have a workflow that creates a task containing a link to a document in SharePoint. We seem to have an intermittent problem where a user will open their document from the link and upon clicking '...
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1answer
19 views

Adding automatic filters on a list in SP Online when the user access the list

I'm kind of new to SP online. I have a question related to workflows that I don`t even know if it's possible. I want to create a workflow on a list that automatically filters the information based on ...
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1answer
27 views

How to retrieve the orphaned workflows from SharePoint 2013 using PowerShell

In SharePoint 2013, A list has few items and to each item few tasks are attached. Each task is associated with a workflow. But when a task is deleted the corresponding workflow to the deleted item is ...
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12 views

Workflow Affects Modified Date?

I'm trying to develop a process to programmatically check the last modified date, calculate the retention period, and send an email with the URL to the site owners if the document is past the ...
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1answer
38 views

Calculate with values in a lookup

we have built a list which lookups an amount in another table. This value is depending on other criteria in this list and we need to calculate a total. The output is hourly salary x hours worked. I ...
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2answers
35 views

Get Column Value dynamically and edit the column manually in Sharepoint Edit Form

I am creating a leave system. There are fields like: Type of leave as text From date as date To date as date and there is a calculated column named 'RequestedDays' which calculates the number of ...
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Export text file once item is approved

Is it possible to export a .txt file once the item is approved? I'm doing it using a VBA code on the excel file. This code refresh the excel automatically and export each row to a new .txt file. Is ...
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1answer
15 views

Missing dll for workflow

When attempting to access http://[domain]/sites/Home/_layouts/wrkmng.aspx I receive an error about a dll missing from the asp.net framework folder. I navigate to the folder and the dll is in fact NOT ...