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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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12 views

Update only few columns in Microsoft Flow

I am trying to use the activity "Updated Item in SharePoint list" activity in the Microsoft flow catalogue. The case is I want to only update a few fields for example a Status column. The problem is ...
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Unable to publish a SharePoint 2010 workflow from SharePoint Designer 2013

I am working on a client requirement where I have to create List Workflows for O365 - SharePoint Online websites. When I try publishing the workflow, I get an error which says - unexpected error ...
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34 views

Workflow change of creator

There is a workflow created by an ex-employee and I need to change the creator making it the system admin instead of employee. Any ideas how can I change this without causing further implications on ...
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14 views

Workflow to send an email to all users who have modified a list item?

I have a list in SharePoint Online which is used to submit and track requests. Put simply, a user can create a list item (a request), set an 'Assigned To' field to a staff member's name, and that ...
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20 views

If SharePoint Workflows fail, send an email to SharePoint maintainer

We are your using SharePoint foundation 2013 and we have document libraries with SharePoint 2010 Workflows. Is it possible to implement a workflow to alert us by email when a workflow fails?
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Assign task to specific user

I'm currently working on a workflow that assigns a task basked on a criteria. I'm fairly new to designer and workflows and would appreciate some assistance. I have 3 users to chose who the task is ...
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7 views

Save workflow history when workflow restarts

Is there anyway to save the old workflow history when workflow restarts? I'm using sharepoint 2016. Thank you all!
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Is there an overview of the list workflows started by a user?

is there any OOTB view or webservice(s) which shows, which workflow instances were started by a user and in which status these instances are? The Workflow History list contains these informations but ...
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Sharepoint Workflow fails after url change

Firstly, I'd like to point out that this seems to be related to the security issue from October 2018. This issue caused workflows to not be able to be published with the following error "Type System....
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27 views

Reusable Approval Workflow where you choose Approver From an Approver List

I am looking for a Sharepoint Designer 2013 “Reusable Approval Workflow” for “Document Libraries” with Dynamic Approver meaning "The APPROVER" is chosen from an “Approver List” that can have many ...
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16 views

Workflow doesn't appear when I apply retention

I have created a custom list and workflow to send email reminders. However, when I tried to apply retention on the item and select 'start a workflow', it says there's no workflow associated with the ...
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1answer
32 views

SharePoint Workflow to Send Reminder Email Problem

I'm new to workflow and tried to create one in designer and came up to this: If Current Item: Reminder Date equals Today Pause Until Current Item: Reminder Date then Email Current Item: ...
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31 views

Errors in SharePoint 2016 Workflows

A strange thing is noticed in the worker workflow list. There are three workflows in the list and one day workflows started to fail, producing an error: "The item could not be updated in the workflow, ...
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30 views

Which SP2013 database do workflows reside in?

We have an issue with a large records center site where workflows from the drop-off library are not working correctly. However we do know what date they were previously working. Is there a specific ...
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User given EDIT permission on item trough workflow can't edit this item

In Sharepoint Online we have a list with items that have Item-level permissions set like this When the user sets a manager of this item we need to make this item editable to selected manager. I'm ...
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1answer
20 views

OOTB Workflow Completing Successfully Only If Triggered Inside the APP Server

I have a list with an Out-Of-The-Box (OOTB) workflow. It's a SharePoint 2010 workflow on the SP2016 platform. If I am inside the server, I load the site, and I create a list item, the workflow ...
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Is it possible to prompt the user with an input dialog everytime they close a file?

I need it so when they close a specific document, a input dialog comes up asking for info they put into the excel sheet.
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1answer
22 views

Updating fields on one list from another

I am using SharePoint 2013 I have 2 lists List 1 There are many fields but the important ones for this question are Employee (Person Picker) Department (Choice Menu) Division (Choice Menu) Sub ...
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1answer
10 views

SharePoint 2010 Workflow: Change Item Not Starting Workflow Over

I am trying to get a workflow to start over when an item is changed even if it is still running on previous criteria. When I changed an item's expiration date, it was set still in pause mode based on ...
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SharePoint Online Acceptance Form

We have a single site of a mother company. In the home page we have three logos of three different sub-companies each of which redirects the users to the Documents section when clicked. Each sub-...
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37 views

Open this task approve and reject buttons in Outlook redirect back to task list

I'm creating a Sharepoint workflow using SP Designer 2013. I'm using the approval workflow where the approval task then gets emailed to someone in the workflow. In Outlook you then get a 'Open this ...
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1answer
27 views

Copy item with workflow with person type field, breaks in edit view

I have created a SharePoint 2013 workflow in SharePoint designer, when user submits the new item form, I create a new item in another list and copy all field values, workflow works fine but when I ...
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12 views

CSOM WorkflowServicesManager

Is it possible to start a Workflow from a Provider Hosted Add-in without impersonating a user: In 2013? In 2016? In 2019? My goal is to control user access to a list and start a workflow. I am ...
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3answers
29 views

Microsoft flow using IF with OR

I need to add an if statement to an email: if(equals(body('Aktualizuj_element_2')?['Typ_x0020_urlopu']?['Value'],'Badania lekarskie'),'Inne', body('Aktualizuj_element_2')?['Typ_x0020_urlopu']?['Value'...
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How to give permissions to all workflow subsites created from a site template?

I have a site with a workflow, that need some permissions to perform some actions. I put the required permissions using de url _layouts/15/appinv.aspx and save this site as template. However and i ...
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1answer
19 views

How to set all one column's default values to 0?

I have a document library in our site. I have a column and I want to set the column's default value to 0 at first. But it is empty. My column is integer column that stores numbers. How can I do ...
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1answer
18 views

Workflow web service call looping

I have a SharePoint Designer 2013 workflow that is calling a web service method I have created and hosted on a server. The workflow in the browser workflow history seems to be triggered only once, ...
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1answer
21 views

Creating an item programatically won't start a SP Designer Workflow

I create an item in a list using Powershell. The item is created with my account and not with System account. When the item is updated, a workflow is launched. When I update with my account the ...
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2answers
30 views

protect sharepoint calendar events after approved/rejected

I have sharepoint foundation 2013. Users can add events to calendar with approval workflow. When manager approve event it is showed in calendar. After that manager can edit or even delete events. It ...
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2answers
23 views

How can I send 3 emails? before due date, on due date and after due date if status is not completed

How can I create a workflow using SharePoint designer 2010 to send 3 emails? before due date, on due date and after due date if status not completed.
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2answers
39 views

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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1answer
15 views

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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17 views

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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18 views

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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2answers
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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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24 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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1answer
28 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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1answer
22 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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2answers
29 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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1answer
21 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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36 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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1answer
82 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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1answer
39 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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31 views

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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3answers
35 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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1answer
19 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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0answers
55 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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0answers
78 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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3answers
57 views

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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116 views

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 ...