This workflow is/ should be done by using SharePoint Designer. There are only a few ootb statements, new one have to be designed, with and without use of Visual Studio.
0
votes
0answers
12 views
Workflow history no longer accessible-object reference error WrkStat page
The workflow history was >6m records, so I have redirected all workflows to rite to other custom history logs while running a job to purge 1k records every 15 minutes. When I attempt to check the ...
0
votes
0answers
21 views
Auto-aprove Task Status based on column option in my list?
I am trying to have the status of my task automatically updated when a list field equals a specific option (this would eliminate the need to go into the task and 'Approve' the status therefore ...
1
vote
0answers
18 views
SharePoint Online ( Start automatically when an item is changed)
I have created a custom list, with an approval workflow on it.
Now I want to copy the list item to another list once the workflow status changes to "Approved".
So I created another workflow on the ...
0
votes
0answers
16 views
Setting a person column in a SPD workflow on Office 365, getting claims ID in UI
I'm trying to set a Person column in a list item inside of a SharePoint Designer workflow. No matter how I try to set the column, I get the same result: the column is set using the user's claims ID.
...
1
vote
1answer
32 views
Are sharepoint workflows always sequential?
I have recently taken over a Sharepoint system in the last 3 months. Honestly I have never worked on Sharepoint before and most of my knowledge is via google and reading lots and lots of ...
0
votes
1answer
13 views
How to initiate workflow of a list based on user group permission?
I have calendar and I have 5 different groups. I have an approval workflow. Now I want to have 5 different workflows for 5 groups but each workflow has to detect the group of the user and send the ...
0
votes
1answer
11 views
Set the value of a primary workflow's associated list field using Secondary Task workflow
I have a primary list and workflow. i create a To-Do task from the primary workflow called "Setup Project Artifact Requirements".
Creating of this task triggers a secondary workflow on the task list ...
0
votes
2answers
12 views
How do i discover what the Task name is from the Task list workflow?
I have a primary workflow that kicks off a To-Do task.
the task goes to a task list that is shared with many other tasks.
my problem is that i'm only allowed from the secondary task workflow to know ...
0
votes
0answers
10 views
Access additional user information column keyed by “Created By” in SPD workflow
In SharePoint Foundation 2013, I would like to create a SPD list workflow that takes different action based on the value of a custom column in the User Information List (keyed by who created the list ...
1
vote
2answers
35 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
0answers
44 views
Setting Person field type in a SharePoint Designer Workflow does not work for Groups
I am using an InfoPath form for my document library. Because of issues with InfoPath Person/Group fields mapping to SharePoint person/group fields correctly, I have a workflow that runs on form ...
1
vote
2answers
40 views
How to make it possible to set the due date in a approval/feedback workflow to current date?
I created two workflows, one based on the approval workflow and another based on the feedback workflow via SharePoint Designer 2010.
When you start one of the workflows you can set a due date, but at ...
0
votes
0answers
52 views
SharePoint Designer 2013 will not let me send emails through workflow to non-authenticated users
We have a public-facing SharePoint site. I am trying to send a notification to a user if they sign up to receive updates with their email address. SharePoint Designer is giving me this error:
The ...
0
votes
0answers
34 views
While associating workflow to list it is giving unexpected error
I have taken Site Collection Backup and restore it on different environment and created new designer workflow to associate it with list it is giving error page.
In ULSviewer it is showing "Operation ...
0
votes
1answer
21 views
email link to collect feedback form
I have a SharePoint Designer 2010 Workflow where I am taking advantage of the Collect Feedback Action. What I am trying to do is add a link to an email that the user can click to take them directly to ...
0
votes
1answer
13 views
i am sending an email from SPD to muliple recipients, want to make sure all recipients has been received the mail.
Through SPD Workflow I would like to send mail to 250 recipients in a single shot. Consider all recipients are valid. Incase workflow failed/crashed in the halfway, what will happen? it will rollback? ...
-1
votes
1answer
40 views
SharePoint Workflow Best Practices [closed]
Any Points on the SharePoint Workflow Best Practices for both SPD and VS.
0
votes
1answer
8 views
changing forms in designer-workflow
I want to use 3 or maybe 4 different Infopath forms in my workflow and in each approve step my form will change for example the first approver will see the first form and the second approver will see ...
0
votes
1answer
50 views
Unable to uninstall SharePoint 2013 Workflow manager
I got a problem with my SP2013 Workflows so I decided to uninstall and reinstall it. At first I wanted to disconnect my my server from the farm, but this failed 'cause I can't start the Workflow ...
0
votes
1answer
28 views
Set Person field type in a SharePoint Designer Workflow best practices
In SP Designer, when using the "Set Field in Current Item" action, if the field you are setting is a Person type, there are several choices to "return" the data as. For example, if setting your Person ...
0
votes
0answers
26 views
setting number type field in workflow creates “Coercion Failed: Unable to transform the input lookup data into the requested type.”
Here's my SPD workflow:
1) create item in Project Artifact Library (output to ID_of_PAL_item_created)
2) set Variable: PAL_ID to "ID_of_PAL_item_created"
3) Calculate PAL_ID plus 1 (Output to ...
0
votes
1answer
73 views
Can I do bulk updates with SharePoint 2013 workflows?
I have a SharePoint site with two lists:
list of assets
list of maintenance tasks: each task is linked to an asset via a lookup column. Each asset has one or more related maintenance tasks
My ...
0
votes
1answer
72 views
How to associate sharepoint 2013 designer workflow to content type for retention policy using powershell?
I am having a requirement to write a powershell script which should attache workflow to content type in sharepoint 2013.
basically it is require to create a retention policy which should start a ...
0
votes
0answers
18 views
Designer Workflow Error only on first run after reset
SharePoint Designer Workflow
we have an action that creates a folder item in a list and then copies a PDF document from a different list to that newly created folder. After an IIS or AppPool reset I ...
2
votes
1answer
32 views
Is it possible to change the value of “Created By” in Comments list of a blog?
I have a SharePoint blog where few people can contribute but everyone can comment. But they want to comment as anonymous. So I created a new column in Comments list called "Post as anonymous" with a ...
0
votes
1answer
22 views
Send or Copy file by workflow which is editing in SharePoint
If in SharePoint is some way to send or copy file which is editing? In Windows even file is editing I can copy and paste copy of file but when I try to do it in SharePoint by workflow I get error and ...
0
votes
1answer
46 views
creating a document set library instance via workflow returns id variable that is -1 from the actual id
Steps:
1) using sharepoint 2010 designer workflow, create an instance of a Document Set and have the ID of the created instance returned.
2) set the returned ID to a field in the list that was used ...
1
vote
1answer
25 views
SP 2010: How to print comments collected in workfloow, in email
I have setup my first SharePoint Foundation 2010 system but I have hit a wall with regards to a workflow I have created.
In the workflow, I collect two fields "Approval Status" and "Manager Notes," ...
2
votes
1answer
128 views
Open workflow initiation form in modal dialog
Currently when I click on a custom action to run a workflow on a selected item the browswer navigates away from the current page to display the initiation form. This wouldn't be a such a problem ...
0
votes
0answers
18 views
Remove permission from a directory in a designer workflow?
I guess I need at least ten reputation to post images, so here is a link to a screenshot of the entire workflow I have, and what happens when it is run on directories: http://i.imgur.com/St8Etxy.png
...
1
vote
0answers
61 views
SharePoint Designer Workflow - Manager of Manager Look-up
I have a SharePoint Designer 2010 Workflow, and I'm trying to look-up managers of managers. So far I have been able to successfully go two levels deep, but after that the workflow seems to stop ...
0
votes
1answer
58 views
SPD 2013 Workflow cancel when using email action
I try a basic workflow, just to send email when running the workflow but the workflow cancel with the following error, if I do something else like setting a field value the workflow works, but as soon ...
1
vote
1answer
34 views
How to set a value in a list based on the current filtered column value
I have edited my document set Welcome Page to include a web part of a "Notes" list. This list is filtered so that only notes pertaining to the currently viewed document set are visible.
Question: ...
1
vote
1answer
173 views
Sharepoint Designer 2013 workflow:How to send email to multiple users?
I am facing an issue of sending an email to multiple users in designer list workflow.
Having one list field of type people and group, which allows multiple section.
Requirement is I want to send an ...
0
votes
1answer
20 views
Using Hyperlink to Form in Custom Workflow Email
I am sending emails to several staff in an approval process. As each person approves the customized list form, an email is sent to the next person in line with a link to the form. I would like the ...
0
votes
0answers
51 views
Leave planner and its Gantt View in SharePoint with approval workflow
I am creating a leave planner with provision for approval in SharePoint with a Gantt Chart view of the leaves.
The requirements are
Add a new leave entry with start date, end date (status of entry ...
0
votes
2answers
58 views
How to replace “_” and “-” in my URL string using Sharepoint Designer 2010
I have a name that will always be in this format with varying numbers of _ and - symbols.
e.g. CWTE_4_3-My_Friendly_Name
e.g. Inette_5-Friendly_Again
I need to convert these in my sharepoint ...
0
votes
1answer
29 views
Start workflow from within a workflow?
I have a workflow that is created from a default "Approval" template, and the basic startup conditions are not enough for my purposes. I also can't open this workflow in SP Designer (it doesn't even ...
1
vote
0answers
22 views
Active remainder with interval between Create Date and Due Date
How to make workflow or action workflow which can find date/interval between Create Date and Due Date and send notification every day till Due Date?
I will be very garteful for help.
Best regards,
0
votes
0answers
51 views
Designer Workflow: “Find Interval Between Dates” action not working
I am testing a default SP Designer 2010 workflow action called "Find Interval Between Dates" located under the "Utility Actions" category. I need to compare the amount of time passed between the ...
0
votes
2answers
33 views
Workflow not triggered via custom webpart, but works if add item from UI
I have created a custom web part that insert an item into a list. I deployed this web part to production and all seems to be working well.
I now created a workflow on this list in Designer. Once a ...
0
votes
0answers
33 views
Workflow status not updating column
We have created a SPD 2007 workflow which essentially creates a new item, as well as pining out a lot of tasks/emails etc. For our own purposes once the item has been created successfully we update ...
2
votes
0answers
26 views
Trouble With a Step in an Infopath - SPD 2010 Workflow
I hope I can explain this clearly. I have created an InfoPath form linked to a SPD 2010 workflow. My workflow is repeating ONE step over and over (repeating an email function).
Step 3 functionally ...
0
votes
1answer
52 views
Check SP group permissions in Designer Workflow
Is it possible to check if a particular user is in a Site Group from within a SharePoint Designer Workflow?
For example, if the status column of my list item is set to "Approved", it will kick off a ...
1
vote
0answers
106 views
Sharepoint 2013 : SharePoint designer Workflow gets canceled
Workflow is getting cancelled on the first stage,
I have not started workflow with System account, as well User profile is created and sych
getting following error:
RequestorId: ...
1
vote
1answer
21 views
Workflow not created after entering name in create list workflow dialog
I am creating a workflow in sharepoint designer 2010.
After entering the name of the workflow the "create list workflow" dialog disappears but the workflow is not listed in the workflows menu.
0
votes
2answers
42 views
Run workflow when item added to specific column
Ok Say you have 3 columns in a list date1, date2 and date3. Each column has its own worklow: work1, work2 and work3.
Is it possible using sharepoint designer to only run a workflow when a item is ...
1
vote
0answers
22 views
SharePoint 2007 - False task assignment e-mails
I am experiencing a problem with the workflow that is currently being used to manage review tasks on some document. Once the workflow starts, false task assignment e-mails are sent to the requester ...
0
votes
1answer
121 views
Sharepoint Designer 2007 Multiple Step Workflow Causes Error: “Failed On Start (Retrying)”
I am designing a workflow in sharepoint designer to manage the approval process for an infopath form. I am using sharepoint server 2007. My sharepoint site already has a form library dedicated to the ...
0
votes
1answer
151 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 ...
