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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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SharePoint Retention Policy Workflow Association breaking in libraries

I'm implementing the following solution in SharePoint 2016 (on-prem). Document based Content Type called "Contract" (for argument's sake) The Contract Content Type contains a few date based columns ...
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changing a workflow step to impersonation step

A rather large workflow that is compromised of a single step fails for certain users since it does not run as an impersonation step. Is there a way to simply convert a step to an impersonation step? I'...
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Workflow to count items in a folder using workflow

I need help writing a workflow that will look in a folder, and count the number of instances for a specific document form type. Such as, for all of the files in this folder, how many of them are form ...
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OOTB solution to scheduling workflows

So I have a list, and that list is employees and their data. There is a workflow created to update fields in this list with data from Active Directory. Stuff like their job title and work phone and ...
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40 views

Update/ Create list item based on an existing entry in another list

I have two lists : list A & list B. Both lists have identical schema and information. I have created a SharePoint 2010 designer workflow on list A ,which triggers when an item is updated in list A....
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52 views

set Field in current item not working

I have a small issue with my workflow. I have a workflow with 3 stages. The workflow sends email for change in status but it does not update the flag value. I will post the picture of workflow below. ...
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29 views

Running retention policy against folders

I have retention enabled for folders. It is set to run a workflow on any folder after it is a day old. and to run it once a day. However it doesn't appear to be working. I have both the "Information ...
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15 views

WorkflowInstances always empty

i need to execude some actions on wf instances in sharepoint online, but i cant get to the instances, i have a method which is pretty self explanatory. No matter what i tried, instancesCount is always ...
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Managers can only see items assigned to their teams

I'm new at Sharepoint development and the task I was given was to create an employee survey form where employees rate themselves and the work they do. Each person belong to a team that is assigned to ...
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25 views

Use of App step - Does it give same result if person creating item in the list has owner permission?

I have a list with item level permissions on. I am creating an item in this list and I have owner permissions. The workflow gets triggered and assigns a task to a person whose permissions are ...
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102 views

SharePoint Workflows to send a reminder mail after 24 hrs

Can someone help to create a workflow as to send a mail after 24 hours from the SharePoint designer for a list? I have tried the below steps and it does send across a mail but does not look at the ...
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15 views

Have owner(full control) permission, starting a workflow(2013) on a list that has item level persmissions

I have created an item in a list that has item level permissions on. Right now I have set item level permission as follows(I have a strange requirement) - Read Access: 'Read items that were created ...
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Workflow Call HTTP Web Service Get Information From External Site

this my first attempt using the Call Web Service feature. I am trying to use a SharePoint workflow to get information from BMC Remedy (a help desk ticketing system) and have it put into a SharePoint ...
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Updating multiple items in Sharepoint Librarybulk

So i have created a library in sharepoint 2016 on-prem that automatically applies values to fields based on an external list, and then modifies the file path accordingly based on these values. The ...
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Can workflow update the list columns of an item that has item level permission(Read Nothing/ None)

I have SharePoint list called 'Onboarding Particulars' that contains items belonging to different departments. Mr. 'A' in the company head office(full control permission on the site) creates an item ...
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25 views

IS this possible to do on SharePoint 2010 workflow

I’m currently working on the following list. The data that I’m working on is under ‘Tenanted’. This is a live list and is updated daily by officers in another team called Housing Initiatives. This is ...
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Exit a parallel block SPD 2013 but 2010 workflow

I've looked around a lot but haven't found a solution yet, so here goes: I am trying to create a parallel block in a workflow in SPD 2013 (making use of 2010 workflows) but instead of it being an AND ...
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1answer
13 views

SharePoint Designer 2010 Approval Workflow Due Dates

I have an approval workflow created with impersonation steps. Is there a way to create an action where if an item is not approved in two days, the approval is re-routed back to the previous approver. ...
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57 views

SharePoint 2016 - Multiline text field lost data on workflow init

I have a strange problem with multiline text field on Document Library on SharePoint 2016 site. I have a workflow attached to a Document Library with manual start (not automatically with upload or ...
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Issue when assigning permission to multiple user in impersonation step in SharePoint 2013 Designer workflow

I'm trying to assign permissions on items but i'm using a sharepoint group and i want to be able to add multiple values of sharepoint groups. Is this possible using sharepoint designer wokflow? The ...
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1answer
96 views

Sharepoint 2013 Cannot delete workflow

Hello I cannot delete workflows in a site collection. I have tried the following with no success: -Delete from Sharepoint Designer in two different computers. Nothing happens. -I have tried ...
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2answers
53 views

Code-Based Workflows in SharePoint 2013/2016

How to create a code-based SharePoint 2013/2016 workflow in Visual Studio or Microsoft has discontinued code-based workflow development? I had created sequential/state-machine workflows in SharePoint ...
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1answer
36 views

SharePoint workflow - selecting items

I am very inexperienced with SharePoint, but I was tasked with following project. Have our Company store moved online to sharepoint. The idea is to have an excel spreadsheet with all of our items on ...
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60 views

List Item Counts as a separate List Item?

I'm trying to create a scoreboard, of sorts, and I'm having quite a time making it work like I want. Here's the situation: In my primary list, each Representative puts an item into the list for their ...
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Fill Lookup field within workflow

Problem: I have 1 list and 1 document library. I want to automatically create a folder in the document library for each list item in the list. Then a lookup field named "Activity Documents" in the ...
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2answers
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Cannot run SP2013 workflows after migration to SP2016

we have a single SP2016 VM, with SQL database on different VM. I have done the migration by detach-attach and mounting content database. There are few simple emailing workflows - some SP2010, some ...
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32 views

Simple Workflow For Automated Task Management

Looking for some help to create a simple task workflow in Sharepoint 2016. Please look at the following steps: This should be the workflow step by step: User receives automatic email to begin first ...
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Sharepoint 2010 Designer Workflows - Collect

I am having an odd and very specific issue with one of my workflows. The workflow is intended to collect some information that the user needs to enter. To reach this end, in the designer I have ...
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3answers
44 views

Disable Manually Starting of Workflow once it is completed

I have created OOTB workflow using Approval - SharePoint 2010 (Globally Reusable workflow) in SharePoint Online. That can be triggered manually only. Now I want to disable manually start of workflow ...
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66 views

Possible ways of debugging the “The workflow could not update the item..” error in SharePoint Designer's workflow

I know that questions related the "The workflow could not update the item, possibly because one or more columns for the item require a different type of information." error message have been asked ...
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2answers
46 views

How to ask for approval with a custom Workflow in SPD 2013

I've created a custom document set and a custom Workflow in SPD 2013 to route a document set to multiple approvers. However, I am having an issue with how to initiate/handle the approvers. Is the ...
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2answers
67 views

Workflow Item Delete

I have a document library with a lot of documents. To clean the library up I want to remove all documents that are greater than 3 months. Also I want any document put into the library to be deleted 3 ...
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64 views

How to check valid user of Sharepoint?

How can I check a valid user of SharePoint and then use him in workflow without getting error? I know, that exist SPD validation "Is user valid user of SharePoint", but there is issue, that the valid ...
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1answer
23 views

SharePoint Workflow to create a task from email with attachment

On SharePoint 2016 (on-prem), I have a library which receives emails. I have created a workflow that creates a new task in a task list when a new email is received at the library. My question is how ...
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1answer
21 views

Date arithmetic in conditionals for a SharePoint workflow

I'm working on a SharePoint list that collects items submitted via a form. The items have various statuses, and I have workflows set up that send appropriate emails when these statuses change (e.g., ...
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2answers
36 views

Alert when the event is start datetime in the Calendar

Tell me, is there a SharePoint calendar with normal events, how to implement it so that when a date or date + time arrives in the calendar, would the email be sent to the user?
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1answer
33 views

How to send an email notification when an external users download a file shared

I have a situation where external users are given access to SharePoint. The Client wants to setup a functionality in such a way as let's say if an external user downloads a file shared with them then ...
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107 views

We get the error “Task is currently locked by a running workflow” for a specific list in the site

We have an approval workflow on a list where we keep getting the error called "Task is currently locked by a running workflow" and it does allow the tasks to be Approved. This happens only one ...
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1answer
19 views

Update item in another list with Workflow

I have two lists, List A and List B, both have lookups linked to each other. List A (Contacts): | Contact | Case(lookup from list B-case) | | Name1 | | Name2 | List B (Cases): | Case | Contact(...
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21 views

Workflow Column renders 'undefined' with attr selector

I'm using SPServices to get list items. I'm having difficulty getting the value for my workflow status column as it keeps coming back undefined. I am using the internal name so not sure why it would ...
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does creating a workflow history entry also create an audit log entry?

When a workflow creates a workflow history entry does this also cause an audit log entry to be created in SharePoint 2010 RTM with the auditing log enabled?
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2answers
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SP 2013 Workflow: Update a property with an incremental value?

I have a Document Library with an associated Workflow in SP 2013. The workflow runs fines. I have a property in my DL called "Modified Count" I try to increment this value every time the WF runs. I ...
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1answer
31 views

How to set MultiLookupField in Workflow 2013 [duplicate]

I'm working on SharePoint 2016 OnPremise, Workflow 2013 and I'm trying to set a MultiLookupField with one ore more values. I tryied to set 1;#2;#3;#4 and 1;#;#2;#;#3;#;#4, or for one single item 1;#;# ...
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1answer
105 views

Recover tasks from a deleted workflow

I just made a new version of a Workflow, and so that users would not get confused I deleted the old one, but that also deleted all the task that were created by it. I tried restoring the Workflow from ...
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Workflow: Trigger If Item deleted work around

So I'm looking into triggering a workflow on delete and have stumbled upon something I can't get my head around.Now I know there isn't an OOTB solution to trigger a workflow on delete. However as ...
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1answer
15 views

How to implement a functionality to enable users suggest edits in an item of a custom list?

I have intermediate experience in Sharepoint. I have a custom list with about 20 fields. I want to create a functionality for end users where they can suggest edits in an existing item. It should ...
2
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1answer
68 views

Leave Request - Supervisor Comments

I have a working leave request workflow currently. Workflow is started once user submits information on list, if approved, email is sent to supervisor and requester. It is also automatically added ...
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3answers
79 views

6 digit ID SharePoint workflow

I currently have a workflow that creates an ID. (Put the actual listitem ID into another field). I put the listitem id into a variable and then apply this variable into my custom column. I am wanted ...
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1answer
103 views

SP Designer workflow - Assign a Task -parallel block -not getting TaskID

In SharePoint designer 2013 workflow, I'm trying to get the TaskID by running "Assign a task" and a loop in parallel block as per this link. Task is getting created but I can get Task ID only when ...
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8 views

Shortening output of Dynamic content

I have a Microsoft Flow setup where it's using the RSS to SharePoint List template. Here is the flow that I have setup: This is the problem that I'm having, the "Feed summary" trigger is grabbing a ...