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

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How to create Email Notification using SharePoint designer?

I have two list (1) Requestor SharePoint List , (2) Approver SharePoint List. I also have SharePoint Form which is created and developed via JavaScript. Here is the Process: The Requestor will input ...
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Import data from multiple excel file to SharePoint list using power automate

I have more than 150 excel files which all have same information table to update their production from different location. my question is can I use Power Automate to import and consolidate all data in ...
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i want to update to completed a SharePoint item when another SharePoint has been modified to completed with Power Automate

I have tried to do this for over a month now but just cant seem to get it right. I send over information to a SharePoint that someone else works and once it is completed they change the status of it ...
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Copy list item to another list. Destination list to be selected by user

I'm using the 2010 workflow Action 'copy list item' to copy the current list item to a different list. The workflow is started manually. This is working fine, but I want the user to be able to select ...
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Is it currently possible, using a SharePoint Online list, to pull each reading into a JSON/GeoJSON format using SPFx or would a database be better

I have used PowerApps to create a Project Experience form which then patches the data to a Sharepoint list in raw text. Now I am unsure of what is the "correct", or best, method to pull this ...
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Create a "Delete" workflow to delete an associated task to an item

I have a form library where based on some events I am starting workflows which create associated tasks to an item in the form library. Based on some events I want to delete some of the tasks with a ...
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Display Calendar Reoccurring Events as separate line items

Here is the scenario - I have a SharePoint calendar in 2019. When using calendar reoccurring events the event enters in the list as one line item with reoccurrence. What I am looking for is for the ...
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Can I use the "If created by specific person" condition in SharePoint 2013 to check members of a SharePoint Group?

I'm writing a 2013 workflow in SD and I want to set a field in the current item according to whether or not the item's creator is part of a specific SharePoint group. I thought the "If created by&...
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Is it possible to run CSOM code to cancel workflows? (SP 2013 )

I have the following code from previous job and it worked perfectly b/c I was the SP admin and had SP Server access. Now I dont have SP server access. $web = Get-SPWeb "https://inside.nov.com&...
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Can i get the members of a Mail-Enabled security group inside my automated workflow

We have the following Mail-Enabled Security group: So my question is, can I get the members of a Mail-Enabled security group inside my automated workflow?
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SPO: get a list Remote Event Receivers subscribed to some List

I've searched a lot about it but didn't find anything about it. Is there any way to get the list of Remote Event receivers subscribed to a List and its remote endpoint? I'm currently managing an ...
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How to automate a subfolder creation for existing folders

I was asked to create 2022 folders in each property folder that we have on our SharePoint site. We have the folders setup: Location > Properties > 2021. I am trying to figure out a way to ...
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Update SharePoint list item after file is modified

I need help creating a workflow that will update a SharePoint list item after a file is modified. The file and item is created when a new email address is received. Hope you can help me. I created the ...
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power automate from shared mailbox to sharepoint library

I need to know best practices for a power uatomate flow that will copy incoming emails to a SP library. To avoid having the WF associated with a person's account (that might leave etc), is it still ...
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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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Extract Workflow History and Reflect in Document Library Column

Is there any way to extract workflow history info, say reviewer names and approval status, to reflect into document library columm?
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List edit permissions based on user email

Is there a list permissions setting, or a SharePoint workflow solution that would allow for users to edit list items associated with their email attached and deny access to edit list items with ...
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Workflow to map users with trainings based on two lists to form one master list using lookup column

I have a list filled with users (names and their associated emails) and a second list with trainings(along with some calculated values associated with those trainings). In the master list I would like ...
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Hide Workflow progress column

SharePoint automatically adds a column to the default list view for the progress of any active workflows. Can I prevent it doing this? I have a Reusable workflow associated to a large number of lists ...
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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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I get an error like "Microsoft.SharePoint.Client.WorkflowServices.dll' because it does not exist."

After editing the SharePoint workflow, I am writing a code in the SharePoint online management shell to trigger the list manually. I want to trigger the list with this code, but I keep getting an ...
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Performance comparison between Set and Update in SharePoint Workflows

I think I'm really looking for confirmation of a few assumptions. When you use a number of set statements against the current item's properties in a workflow, the related document is repeatedly ...
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Current Item:Version has wrong version number in SP 2010 workflow

I have a workflow on a library. It first checks if the Current Item:Version ends in ".0" (to see if it's a major version). I have a Log statement at the beginning of the workflow to record ...
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For a selected file Power Automate - Trigger date

I was wondering how does the trigger date works in "for a selected file" in the power automate. When I select "Date" from Add an input and Save. Later, When I select future date ...
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Set unique permissions on list items in SharePoint 2013 based on organizational relationship?

I have received a request to create a list with unique permissions per item based on reporting relationship in Active Directory. The user wishes to allow any user to create an item, but only have them ...
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progress bar for multiple step document

I have word form (ECO - Engineering Change Order) with several sections (let's say 5) that need to be filled in and approved sequentially by different approvers. I'd like to monitor the status of the ...
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Start workflow when a new version of an existing document is added

Please I need help with my workflow trigger. I want a workflow to start only when a new document is added to a document library and when a new version of an existing document is added. I don't want ...
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2010 Workflow Email Action intermittently not working

I have a SharePoint 2010 workfow with the standard Email action that intermittently will throw an error in the workflow history 'The e-mail message cannot be sent. Make sure the outgoing e-mail ...
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Can Item Level Security be configured to apply to multiple non-admin users?

I know that in SharePoint, we can enable item Level security and configure it so that each list item can only be viewed and edited by the person who created it (and also by anyone with Full Control ...
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Dynamic Email, If Blank Specify in email?

How can I set up a dynamic table within a workflow email, so that if a contact person is blank, the table is updated to specify this? I have a workflow set up to email an individual when a product ...
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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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Create a task in SharePoint Task list using PowerAutomate Flow

I want to create an item in task list of SharePoint from PA Flow. The issue i am getting is with "Assigned To Claims" field. I am unable to assign any user in this field. Can you please ...
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Apply a Custom Filter for a List View

So I came across the following post on Filter a list view using URL parameters, which is sort of what I was looking for but not at all at the same time. I have a custom DataTable on a SharePoint Web ...
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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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Installing Workflow Manager without internet

Is it possible to install Workflow Manager without internet connection? I have only used that web installer that require active internet connection so I am not sure if there is some kind of offline ...
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Send email to users with expired documents

I want to be able to send email to each user which has expired documents and be able to know when the expiry date email was sent. The item contains worker name, their expiry date, and the heading of '...
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download one drive for business file from power automate desktop

How can I download one drive for business file from power automate desktop ui flow? I used web automation but not working as I need to select the item and then click on download button.
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Cannot open workflow settings - keeps on loading

I have this List with Nintex workflow (2010) associated with it. List have only 22 items with Attachments on it. When going to List Setting and clicking Workflow Settings, it just keeps on loading and ...
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When I put a file (.pdf) in a sharepoint folder, I want it to go in a folder automatically created with the same name as the file

We have a folder named "X". When I put a .pdf named "human" into "X", I want a folder to automatically be created named "human" and it contains "human"...
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SharePoint and Workflows intermittently not working

I'm running into 2 issue that started about 2 months back that I think might be related or caused by the same underlining problem. 2010 Workflows won't start sometimes. They just either stay blank ...
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Formatting Flow HTML Table to remove time stamp from UTCnow

I'm trying to format the HTML table in a flow so that it removes the time portion of the UTCNow. This is what the email looks like now: I want to remove the "T00:00:00Z" portion. Here is ...
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Find all workflows and infopaths on a given Sharepoint site

I'm migrating Sharepoint 2013 to SPO and want to get a list of all workflows and infopaths for a given source and destination site. The problem is that I'm not the farm admin. I have admin rights only ...
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PowerShell script to change SharePoint Designer workflow status

I want to change the status of workflow using PowerShell script. If you go into workflow settings in a library in SharePoint, and click on Remove a workflow, you see the 3 settings I'm referring to: &...
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Flow number condition returning false

Flow condition is returning False, even though the condition is actually true. Condition: if Total score is greater than or equal 7. here is a full flow picture Any ideas?
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Can i allow users to provide a feedback when approving workflow 2013 taks

I am following the steps mentioned in this link @ https://www.youtube.com/watch?v=pHThonxwf8Q to create multiple approval stages using SharePoint workflow. Now we are using SharePoint on-premises 2013....
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On nintex workflow

I need someone to assist me on creating a Nintex workflow to copy items that are created in a document set library to another library in the same site with the same content type. It would be ...
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Configuring custom URL binding for Workflow Manager

I have a Workflow Manager farm which consists of 3 dedicated servers for Workflow Managers and 4 Workflow Manager Client (SharePoint installed) servers. The URL for Workflow Manager is like https://...
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SP2013 - Send email with workflow and include attachments from List Item

We have a custom list that I need to have a copy of an attachment (directly in email, not a link) be sent to the submitter of the list item. I've seen a mix of answers when searching online. Utilizing ...
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Send email to Created by user after create new event in custom list

I created a custom list and added event content type. Here I want when new item or event created, send email to created by user. New item created Emial: New Item Created email also how to Send email ...
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SharePoint Designer 2013 Workflow can't be published

I have a SharePoint 2010 workflow that I created using SharePoint Designer 2013. I can't publish the workflow. I'm getting the error: Errors were found when compiling the workflow. The workflow ...
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