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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

11
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5answers
7k views

Can I add a start workflow link to a column in a list view?

I would like to add a link directly to a start workflow page in a column so that users don't have to go through several clicks to start a workflow. The link needs to change based on the item ID for ...
7
votes
1answer
3k views

Execution order of event receivers and workflow on a list

Is it possible to know beforehand whether event receivers on a list will always execute before any workflows associated with that list?
13
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2answers
19k views

Definitive answer to sending emails to SP Group from Workflow

I understand that there are some issues when you use SharePoint group in To/CC field in "Send Email" activity in a workflow designed using SharePoint 2010. I searched on internet for solution and I ...
13
votes
8answers
47k views

Trigger workflow daily

Is there a simple or OOTB way in SharePoint to trigger a workflow to execute daily? Maybe through the use of timer jobs? My goal is something that doesn't require the use of a solution or some type ...
8
votes
4answers
16k views

“Pause until Date” workflows unable to handle changing dates?

You have a list with a Due Date column that is used to calculate a Reminder Date. That Reminder Date is used as the basis of a "Pause until Date" workflow named "Send Reminder". Some user creates an ...
9
votes
4answers
12k views

SharePoint Designer - Pause until

I want to accomplish this using SharePoint Designer and OOTB features. Requirement : List with details - employee name , start date , end date. 30 days prior to end date send an email , 15 days prior ...
7
votes
3answers
736 views

Is it a hindrance to have a workflow wait for a long period of time?

I have a request for notifications to be sent out 6 months, 3 months, and 1 month before an event occurs on a SharePoint calendar. I was looking into this issue and every one seems to be saying to ...
1
vote
4answers
20k views

Schedule a workflow to run everyday

I want a workflow to run each day at 2.00 AM. Is there a way to achieve this? I found many posts but didn't work.
13
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5answers
14k views

How to Set Item Level Permission Using SharePoint Designer 2013 Work Flow?

Currently i'm trying to create a workflow in SharePoint 2013 workflow platform that sets item level permission, trying to set read item level permission to "XYZ" group in SharePoint 2013 workflow ...
11
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1answer
15k views

Difference Between Sequential Workflow & State machine workflow?

What is the difference between Sequential Workflow and Stater machine workflow? What context should I take account to when choosing one of them?
7
votes
2answers
6k views

How to start SharePoint Workflow programmatically using CSOM

I am trying to start share-point workflow using CSOM(Client side object model) by following means of code. But i got the following error from the line mark in comment. Please help me to figure out ...
4
votes
2answers
682 views

How to trigger workflow from button in O365

I created a script editor webpart. I added a button which start a js function in the onClick event. I would like to start a workflow which is implemented on some list. Is this possible?
2
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1answer
6k views

Custom Code is disabled on my form/(it is a workflow form of a sp list workflow process)/ any workaround?

custom code (trying to use C#) is disabled for any button on my form... I am trying to use that form in the context of a solution structured like this: data is held in sharepoint lists, and list ...
2
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1answer
17k views

Display List View from Subsite on Parent Site

I've got a list setup on a HR subsite that keeps tracks of Scheduled Vacations for employees. I'd like a way to display a certain view from this list as a web part on the Parent of this site. I ...
9
votes
2answers
17k views

Launch SharePoint 2013 Workflow w/Javascript

Looking to launch a list workflow from script tied to a button on a form. I've been referencing this article, as well as the code from example 5, and even tried using SPServices, but have yet to come ...
3
votes
3answers
15k views

How to get running workflow instances on listitems in powershell?

I have craeted a powershell script to terminate all the corrupted workflows which are older than 4 hours. But I think it is not looking only for the running workflows. It is looking for all the ...
10
votes
5answers
8k views

Workflow getting Access denied when calling the rest webservice from subsite

i have following problem. I am using SP 2013 Online and i am trying to access some informations from the sub site, like http://[SPOnlineUrl]/SubSite/_api/web/title. But i will always get the annoying ...
0
votes
3answers
9k views

Change the color of a row when Date >= today's date

Note: I am pretty new to SharePoint, so be gentle. We are using SharePoint online, and I have complete control of the site. One of my users would like to have the row change color when a column (...
11
votes
6answers
5k views

SharePoint Designer giving error while publishing SharePoint Workflow

I am using SharePoint 2013 farm if I try to publish Workflow for Document library getting below error. (-1, -1) Type System.CodeDom.CodeBinaryOperatorExpression is not marked as authorized in the ...
6
votes
3answers
32k views

Logical operators in the workflow designer

Sorry for asking a non programming question, but I just can't figure out how to use the Workflow Designer in SPD2010. I want to just write the simple statement in the workflow designer: if field ...
5
votes
3answers
2k 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 ...
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 ...
0
votes
1answer
151 views

Send email reminder for 'rolling tasks'

I have used this question and Vedran's answer to have reminder emails being sent out based on a Date field. It has worked really well and has meant I can avoid using the unreliable 'pause until' ...
0
votes
1answer
4k views

How To Create a Customized (yet still semi-basic) State Machine Workflow with Sharepoint Designer 2k10

How can I create a basic multi-step State Machine workflow without any custom coding from Visual Studio or customized Visio or InfoPath workflows within Sharepoint Foundations 2010 or Sharepoint ...
21
votes
10answers
91k views

how to send a link to the edit view of a list item from a workflow

Is it possible to go to the edit view of an sharepoint 2010 list item directly from email? I have a workflow that sends an email to a user to edit a list item. The link -at this time- takes them to ...
11
votes
4answers
30k views

How do I customize a workflow task form?

I am trying to edit the form that appears when I edit one of my tasks in SharePoint 2010. I currently have a Workflow with an approval process. I believe I can get to the relevent form for my ...
13
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2answers
10k views

(Solved) Start a Workflow of the Host-Web via SharePoint App and JSOM

The Last Update is the Solution I have got an App for SharePoint 2013, which needs to start a Workflow. This Workflow is in the HostWebContext, not in the AppContext. The List, the Workflow is ...
7
votes
6answers
41k 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
4answers
26k views

SharePoint 2013 | Content Approval with Workflow does not update approval state

I'm using SharePoint 2013 and I have created a calendar (based on the Standard calendar list template). After that I switched on Content Approval for this calender in the versioning Settings. After ...
4
votes
3answers
17k views

SP2010: Use Workflow to move library item into folder

I need my workflow to move library documents into a folder in the same document library. I can copy items, then delete the original item. I'm not seeing how to specify a folder or sub-folder, just the ...
11
votes
6answers
55k views

Best method for sending a reminder based on expiry date

I have a document library which has a field for Expiry date. This field is not mandatory and is used for our Legal team to identify if the contract is close to expiring. The Legal team would like to ...
5
votes
4answers
6k views

Custom activity created and appearing in Actions list in SPD, but cannot select it

I've been following several examples regarding custom actions. I've been trying to deploy my own one, but although I can see the action inside SPD, when selected it doesn't appear in the workflow step....
4
votes
1answer
6k views

Creating Items in Drop-Off Library via SPD Workflow

Today I learned you can't move items to a Drop Off Library via workflow and expect its routing rules to kick in automatically. You then have to manually "Submit" each item, even if all metadata is ...
4
votes
1answer
1k views

Update Sharepoint 2013 Workflow with custom activities

I want to update my workflow 2013 with custom activities keeping running workflows going. Now I can do it only with a workflow without activities: I've added ReplaceContent="TRUE" to the workflow's ...
3
votes
3answers
15k views

Changing From Email Address in SharePoint Designer 2010 Workflows

For SharePoint 2007 there was a third-party addon we could install to allow the from email address to be configured in a SharePoint Designer workflow. Does anyone know if there is something similar ...
2
votes
2answers
1k views

Check if task has already been submitted on opening InfoPath task form and switching view to reflect so

I am trying to make my custom task form (of Visual Studio Sequential Workflow) to switch view to "Submitted" in case someone has already submitted this task before, since this task could be assigned ...
2
votes
2answers
20k views

SharePoint 2013 Update Author/“Created By” Through Workflow or Custom Action

I need to update the author of list items. The list item is being created by a separate workflow. SharePoint (as expected) is using the workflow user as the creator. One of the fields in the list ...
1
vote
1answer
6k views

Recomended starting point for creating custom SharePoint Online workflows with Visual Studio

Not typical question here on StackExchange, but hopefully somebody can point in the right direction to get started. I currently use SPD 2010 to create many workflows on our On Premise instance of ...
10
votes
5answers
36k 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 ...
8
votes
2answers
19k views

add days to date in sharepoint designer

I have a date field Date of join and other field Date on induction (date type). Based on some selection I want to calculate If Date of join is 20/05/2015 then Date on induction should be auto selected ...
6
votes
5answers
23k 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
2answers
7k views

Workflow action SendEmail does not use “From” field

I have a Visual Studio 2010 workflow for a SharePoint 2010 Server. It uses the default workflow action "SendEmail" to send an e-mail. Everything works out perfectly, but the sender of the e-mail is ...
5
votes
4answers
9k views

Did my workflow run on item changed or item creation?

Is there any way of identifying if my SPD (2010) workflow was initiated by item creation or by item modification? I don't want to split the workflow into two as 99% of the workflows would be identical....
4
votes
1answer
5k views

Use REST odata webservice to update a project in Project server

I am using a workflow to create a project in project server 2013. This seems like a fairly common operation, but I need to set a few pieces of information when I create the project that are not ...
4
votes
1answer
10k views

Workflow copying a list item from one site to another site

I have site A (CRM) that contains a manager name. Depending on the manager's name, I'd like for the list item to be copied to site B. How do I get the copying to move from one subsite to another ...
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
1answer
10k views

Call HTTP Web Service: Unauthorized

I have a workflow that I'd like to have call a web page inside of the web that it was run. I have turned on Site App Permissions at the site level, looked up the Workflow app id and granted it ...
3
votes
3answers
21k views

Correct way to fix “This task is currently locked by a running workflow and cannot be edited”

I have a SharePoint 2010 workflow that creates a task. The task has custom form and custom code executed when the form is submitted. Inside the code I'm trying to set the Completed Status on the task ...
2
votes
1answer
1k views

Associate SharePoint 2013 workflow with a content type

Continuing from my previous call for help - SharePoint 2013 Reusable workflow doesn't pick up fields in a different site collection I assume you can associate SharePoint 2013 workflows with ...
2
votes
2answers
9k views

Failed on Start (Workflow was canceled by System Account.)

When I add an "if condition" to my working workflow, It doesn't work anymore and gives error: "Failed to Start". (Workflow was canceled by System Account.) My "if condition" is in below image framed ...