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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4 views

How apply activated custom workflow to list

I have a global workflow I've successfully deployed as a .wsp, but I can't apply it to my list. It appears in Site Features in the top level site, and in the Site Features in the site containing the ...
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Updating list item from separate library on modify via workflow

For some reason, I can't get this one to work. I have a LIST (called DASHBOARD, for reference in the picture) that gets information from a LIBRARY (called ARTICLES IN REVIEW). The list item is ...
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How can I associate a “document” with a SharePoint list, and have the workflow wait for the document to be checked in?

I have a SharePoint list workflow running on the latest/greatest SharePoint OnLine. I'm using SharePoint Designer 2013. Unfortunately, PowerApps Flow is not an option. I'd like to add some new ...
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Why can I not execute parts of Workflows (2013) which are outside of an App Step in Sharepoint 2019?

Any help would be greatly appreciated. My problem is as follows: I create 2013 workflows with Sharepoint Designer for a Sharepoint 2019 site. I have full control on the site, on all its lists ...
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Lag in workflow detecting updates from lookup column

We have moved our internal newsletter to run through sharepoint, We have one list (Dates List) which contains the dates and workflow of emails and reminders, and another list which contains the ...
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SharePoint Workflow 2013 always Suspended showing Looking up a value using a key is not supported

I am having this issue in SP Workflow 2013 that every time it executed , it always goes to Suspended stage. However, After completing the web service call and reading the d/results it shows the error ...
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Copying multiple line field into another multiple line field adds spaces to ends of lines

I have a workflow that looks for changes in the fields and sends an email if it finds any. Here's what the workflow step looks like: If Current Item: Notes (Before) not equals Current Item: Notes ...
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Get Email from user and enter into SharePoint list field

I have a SharePoint list where I use a field Person or Group to enter an Employee's name. The second column is their email address which I enter manually. Is it possible to fill this field ...
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Form Web Parts Ribbon Disabled [closed]

i need to write a custom script on one of my Sharepoint Lists. My Form Web Parts ribbon is disabled. I have checked as the Site Admin and my settings were already enabled. Please help.
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Add/Remove users from permissions group via workflow

I know how to grant permissions to groups via workflow, but is there a way to add and remove people from those permissions groups via workflow? For example, if the user entered the users who should ...
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22 views

Are Sharepoint workflows created with Sharepoint Designer viable in 2020? [closed]

I had a project that seemed to lend itself to "workflows", and SharePoint workflows seemed like a good starting point. Happily, my company has "personal sites" off the main corporate site. I was ...
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SharePoint 2013 - Publishing Workflow with dynamic Approvers

tl;dr: How do I set up my customised page publishing workflow to pull the approvers automatically from the page that is being published? OR How can i get my custom approval workflow to start on ...
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SharePoint Online - Workflow - Send email on changed record with only delta fields

This has probably been asked before, and is likely either absurdly easy (and I'm missing it), or insanely complicated. But here goes: Environment: SHAREPOINT ONLINE Task: Create a workflow to send ...
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Multiple Retention stages

I have created a list based retention Schedule with 6 different triggers, although I require them to run independently. I didn't use a workflow for this because the dates aren't used for every item ...
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Trigger a user specific weekly task list update via email

I have a list of tasks assigned to multiple users and I am trying to trigger a weekly flow that emails a user and shows all of the uncompleted tasks that are assigned to them. I have started with a ...
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SharePoint Online-list: Transfer a previous value to a new item as a default value?

so far I've only read passively. Now it's time for my first post :) I have a SharePoint-list, which saves stocks for different branchs. Structure of this list: It's quite easy to sum the end ...
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roll back an item in alist due to rejecttion in the approval process

Is there a way to roll back a changed item in a list due to the rejection in the approval process? Seems an item would not roll back to its previous state if an approve reject the changes due to the ...
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Sharepoint workflows: Is it possible to conditionally execute steps within a stage?

EXAMPLE: Stage: Get Approval if (CurrentItem:Amount) < 100) then Get Manager Approval else Get Manager Approval Get Finance Approval Q: Is it possible to make "Get Manager ...
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Setting person column with workflow

I am using a reusable workflow to collect feedback on a document. One of the initiation form parameters is "owner" with the "person or group" information type. I am trying to get the "owner" parameter ...
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Delete an item from a list by approval

I am trying to design an approval process for deleting items from a list, but barely I can find a step by step guideline for this. I was able to accomplish this process (i.e. approval) for create or ...
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Users are getting Access Denied inside SharePoint workflow 2013, although they have contribute on the list

We have a SharePoint 2013 workflow inside SharePoint designer 2013, as follow:- but when the user create or update a list item and the workflow got triggered, the workflow will stuck on the "started" ...
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Copy a list to another list by MS flow

I am trying to replicate this https://www.sharepointsky.com/microsoft-flow-copy-list-items-to-another-list/ and was successful in the update part (i.e. when the item from the source exist in the ...
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Automatically update list items that get their information from a different library

I'm trying to see what my options are to accomplish the following: I have a list and a library on a site. The list will provide a link to the document in the attached library, as well as display ...
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Workflow App Step error “Item does not exist. It may have been deleted by another user.”

SP 2019 OnPrem: I have written a workflow that needs to copy a document from one library to another secure library where most users don't have rights. I'm doing this using an App Step. I set up the ...
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Update an ExtendedProperties or Approval Comments of Sharepoint task item

I am trying to update a SharePoint task programmatically using CSOM. I am able to approve a task successfully but not sure how to update the comments. The comments could be retrieved using ...
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26 views

suspended task with anonymous initiator

I have an issue with sharepoint 2013. some tasks return this error RequestorId: bfed8084-d7ed-de20-0000-000000000000. Details: Microsoft.Activities.Dispatcher....
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27 views

How to create index variable in SharePoint Designer 2013

I am creating a Call HTTP Web service in SharePoint Designer 2013 and looking to create a index variable but don't know how can I ? Is the local variable and the index variable same?
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50 views

Extract data from excel file to sharepoint list once uploaded in library

We have a requirement that when an excel file will be uploaded into SharePoint document library, all its data should be captured and should be moved to separate lists accordingly. for example: if we ...
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1answer
23 views

Workflow Date/Time variable is off by 4 hours

I am using SharePoint Designer 2013 to write a workflow on SharePoint 2010. My time zone is UTC-05:00 and that is the time zone in my site's regional settings. I have a list that has a look up from a ...
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22 views

SP workflow designer with imperrsonation step: replace item permissions - people picker

SP online workflow 2010 template with impersonation step The workflow reads a column value in the item that is entered by the user. People picker can be one or multiple values (it is mandatory) When ...
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22 views

Assigning multiple users to a workflow task

In a SharePoint 2013 workflow - I have an initiation Parameter called "Reviewer" this is a Person or Group type and it is set to allow multiple values. I have the task participants set to the ...
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1answer
19 views

Task process with different form for one user

Using SharePoint Designer 2010. Is it possible to have a separate form for a specific user in a task process? My requirement is to have one user enter information in the form while the others only ...
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22 views

Sharepoint Designer 2013/2010 Workflow Platform: How to compare current item to other calendar events

I was in here before about double booking but I got no solutions. I have continued to try solutions for the issue but it all circled back to one KEY thing I could not seem to do: Compare the current ...
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41 views

Copying list items loses the comments

We have a helpdesk system set up using Sharepoint Foundation 2010. We have a list of active jobs in the "Current Tickets" list and when the status of one of these jobs is changed to "Completed", a ...
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Submitting Multiple List Entries w/ InfoPath Form Repeating Table - Workflow?

I have a SharePoint list that uses an InfoPath form for submission. One of the fields on the form is "Business" and the form pulls from a separate list of businesses to populate what's in that drop ...
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18 views

Why Is Permission Assignment In a Workflow Silently Failing?

I'm a Sharepoint newbie but I've been tasked with troubleshooting this issue in one of our workflows. We have SP 2010. The problem is with the second line here (I used book-ending underscores to ...
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Calendar: prevent users to move events in the calendar

I have a calendar where users can apply for events, but with OOB permissions, they are also able to pick and move events - and this is unacceptable.I cannot revoke edit permissions, otherwise they won'...
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29 views

SharePoint Workflow not automatically starting

I have a workflow in SPD that has been working great, starts automatically, does what it should. I am building new pages around the same list but in a different library from the first one. So, the ...
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1answer
48 views

OOTB Content Approval Workflow stop working

I am facing a problem with OOTB Sharepoint 2010 Workflow at farm level. Earlier it was working fine but all of a sudden it stopped working . It's working on my Development Environment (both the ...
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Email me when list item = (modified date = 180 days old)

So i have a content approval list built to organize permission requests with a workflow to email me when a new list item is created as well as another to inform the creator when that list item is ...
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17 views

SharePoint Workflow - Copy list value based on match in adjacent field

I know this should be relatively straightforward for some of you workflow gurus, but I can't wrap my head around the logic. Here is my scenario: List A Columns: Employee Name (Blank, single-line ...
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14 views

Collect Signature Workflow not prompting for signature when“Open this task” or “Sign” is clicked

Signature Workflow not prompting for signature . I have a Signature Workflow that pretty much works as it should except for one thing. There's supposed to be a pop-up "Sign" dialog box that prompts ...
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15 views

Automatically adding list item information within distro email

So I'm fairly new to creating this whole sharepoint biz. And Im currently trying to create a workflow to have an email sent to all of my organizations whenever an item is created, BUT the information ...
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38 views

External access from Vendors

How can I grant access to external users? The idea is the external user can: Access some of my SharePoint list so I can collect information from them (We temporary hire some vendors), this list will ...
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SharePoint Approval Workflow Fails when adding Impersonation Step

I have created an Approval Workflow (SharePoint 2010 Workflow) that submits an email to a manager to request approval. Works perfectly. I don't want the user to be able to edit the list item after it ...
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39 views

2010 Workflow for Sharepoint 2016 Double Booking?

I am tasked to create an automated room booking calendar and my current issue is double booking checks. I am trying to do this strictly through a Sharepoint Designer 2010 platform workflow. People ...
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42 views

SharePoint Workflow 2010 intermitently creating folders in SharePoint 2016 site

I have a workflow that generates folders in a separate document library based on information from a task list. I've enabled it to be started manually and when a task is created. However, on certain ...
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18 views

Change background color on sharepoint list based on another column without CSR

I'm currently trying to change the background color based on the date and time a task is due. Unfortunately, our head office has disabled the ability to use Scripts and edit CSS on our sharepoint site ...
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24 views

SharePoint Designer - problem with task list

we are using Workflow 2010 in SharePoint Designer 2013. We have workflow with Custom Task Process. However, we are struggling with several problems now. In "Change the behavior of a single task" we ...
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23 views

Generate several lists from one list

I'm working on a risk analysis and mitigation scheme. I want to keep track of different risks within a list. As there are different classes of risks (time delay, direct money loss, nonperformance) I ...

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