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
1answer
13 views
Create an approval email workflow that inserts list item
I'm trying to create a workflow that will send out emails to users after someone creates an item in a document library or list.
The user will receive the email in outlook and will use the voting ...
0
votes
0answers
8 views
SharePoint list item workflow add permission fail with multi-user in “User or Group Field”
I'm trying to make a personal calendar with sharepoint calendar view's filter conditions with "connect to outlook" feature, but it does not work(in the sharepoint view it's ok, but in outlook it ...
1
vote
0answers
15 views
Lock item when approval starts
I am making a Custom List that would route for an approval when the user wants to. When an item is routed for approval, I want the item to be locked for editing. How can I achieve that?
I am only ...
1
vote
1answer
28 views
Workflow for discussion board
i'm trying to create a workflow in SPD 2010 whereby if someone responds / replies to a discussion board, it sends an email to the original creator of that thread. i created a reusable workflow with ...
0
votes
0answers
9 views
workflows have same name in Sharepoint Designer 2010
We recently upgraded to SharePoint 2010 and thus I upgraded from SharePoint Designer 2007 to SharePoint Designer 2010.
In Designer 2007, I had created copies of a workflow to keep backups. I changed ...
1
vote
0answers
15 views
Workflow files won't “Check In”, can't “Undo Checkout”
I have a problem in SharePoint 2010 where if I'm creating a SPD workflow to a list, that just has it run automatically and log "Hi" in the history list, it won't 'run' because the files show as ...
0
votes
3answers
63 views
SharePoint Designer 2010 Workflow not emailing SharePoint Group members
SharePoint is returning a "Coercion warning: user or group does not have a valid e-mail address." when I attempt to target a SharePoint Group with users inside it via a SharePoint Designer 2010 ...
0
votes
0answers
9 views
Permissions based on task outcome
I have a custom item list with an associated workflow. In the workflow, there is an approval needed. I set up a task for this. Based on the approval status I want the user to be able to edit ...
1
vote
1answer
18 views
Sharepoint 2010 workflow to update list based on multiple conditions
I'm having a little problem getting my aggregation list workflow to run correctly.
I have two lists (A, B) on a site and a workflow associated to List A. My goal is to keep track of total project ...
0
votes
0answers
20 views
Enhanced Text Field in list Sending Format Errors in Email from SharePoint 2010
I have a workflow generating an automatic email to my customers. Within this email, I am bringing in the body of the email which contains tables, links, pics ect. I am using an Enhanced Text field to ...
0
votes
0answers
26 views
How to send email to a user referenced in a top-level lookup table in SPD workflow?
SharePoint 2010:
I got a SharePoint Designer workflow attached to a custom list [A].
[A] has a lookup table [L] to a top-level (site collection root) list [B] which has a column of type "Person or ...
1
vote
1answer
33 views
Need to kill all Workflows on a list in Sharepoint 2010
Can someone explain to me how to do this using Powershell?
0
votes
4answers
34 views
Form URL in Sharepoint Workflow Email
I have a workflow setup to run when I submit an infopath form. I am trying to create a HyperLink in the email to the infopath form using
[%Current Item:URL Path%]
However it generates this url
...
1
vote
1answer
36 views
SharePoint 2013 Certifications
It's been few days that I have decided to start preparing for my SharePoint Certifications.
But, I am facing a lot of difficulty as in from where do I start?
My interest are in SharePoint ...
0
votes
1answer
17 views
Workflow failed to get user profile for user when using SharePoint Designer- Just some particular users
When running send email activity in SharePoint Designer 2010 - Data Source: User Profiles, I see that some users get "Workflow failed to get user profile for user" while others are just fine.
I also ...
2
votes
0answers
46 views
Importing a SharePoint 2013 workflow in Visual Studio
I'm creating a simple workflow in Visual Studio:
I can deploy it, and it works. I then try to open it with SharePoint designer:
However, the steps/activities/stages are missing. How come I'm not ...
0
votes
0answers
31 views
Question regarding office 365/SharePoint online + workflow and external lists
I have two questions I need help with please.
1)Is it possible for a SharePoint online list workflow to update an external list in SharePoint online? IE When an item status has changed in a ...
0
votes
2answers
37 views
Using workflow to set choice field value
I created a workflow which would change the dropdown value when the people picker field had a name, then it would send out an email. However, when i edit an item and select a name and save, the ...
1
vote
0answers
35 views
Retention policy and recurrence
I'd like to set up a retention policy in a document library so that the editor of a document recieves an e-mail when the document was not modified within the last year. Then the editor of the document ...
0
votes
1answer
44 views
Workflow Error Coercion Failed
I have a huge problem. We created a Sharepoint Designer Workflow. It works fine for more than one month. Yesterday we got an error message:
Coercion Failed: Unable to transform the input lookup ...
1
vote
2answers
27 views
Refer to a Group in an 'If Modified By…' Workflow Action
I want to have a workflow that only allows a certain change to be made by certain people: I only want people in the permissions group Library Authorisers to be able to save a document after changing ...
0
votes
1answer
12 views
SPD-Workflow: how to send an email to username stroed in variable
How do I send an email to a user whose username is stored in a string variable?
Do I need to lookup the email address first? how?
thanks!
0
votes
0answers
18 views
Sharepoint Designer Workflow when item is published
I see that Designer has the option to see the approval status of an item, however how can i see if an item is published or not... I have a wiki page library and i want to run some logic when the user ...
0
votes
2answers
31 views
How to delete a Workflow History list?
I have a workflow history list that I keep accidentally using to create new workflows, but it is corrupt so I spend a lot of time recreating workflows because I can't figure out how to delete it, and ...
0
votes
2answers
40 views
Sharepoint package installation - Feature is not visible in Site collection -> settings
I am not very experienced with Sharepoint 2010 and I am having trouble installing a package.
I downloaded a package from "iLove SharePoint" as I need to call web service from a workflow. The package ...
0
votes
1answer
18 views
What will happen if I upload a spreadsheet into a list with a workflow set to start for each new item?
This is a theoretical question at this point, but important for the design of a process I am being asked to spec.
I am designing a process such that the source material for a list will be generated ...
1
vote
1answer
43 views
Workflow Action to Clear Field in Current Item
The Question
Is there a way, either through a hack or an action I haven't noticed, to clear the value in a specific field of an item, using a workflow?
The Issue
All I want to do is clear the values ...
0
votes
2answers
39 views
Workflow won't automatically start. Initiation Parameter the problem?
My System Account is the one I used to publish the workflow. It is supposed to start when a list item is created or changed, and I've also selected allow to be started manually.
I try to test it ...
0
votes
1answer
25 views
Cannot run a Workflow against a list - Failed on Start
I migrated our server to a new domain and we also moved our AD. Since then life has been interesting. We were able to recover the Lists, but our Workflows are broken, and even creating NEW workflows ...
0
votes
1answer
12 views
Why can't I open my List in Designer after Domain move?
We moved our Content DB to a new server in a new forest in a new domain. I can access the List using Internet Explorer, but when I click on the list in Designer I see the following error:
This ...
0
votes
0answers
93 views
SharePoint 2013 Workflows List does not exist error
I am creating a SharePoint Designer 2013 workflow and I encountered an error which suspends my workflow. I've noticed that it only occures when I reference a lookup column to another list. The error ...
0
votes
1answer
40 views
Save as Template is not enabled - move workflow between site collections
I have several list workflows I want to move from one domain to another. I can't use the Export as Visio because it says I need to use Save as Template instead.
I select the workflow in Designer and ...
1
vote
0answers
24 views
mailto in Workflow emails
I'm using SharePoint 2007 and I have created a workflow to send a reminder email to the owner of the item a few days before the due date. I'm using <a href="mailto:[email protected]?">Some ...
0
votes
0answers
16 views
Passing SPD workflow variable to a task list item
I'm possibly having a dense moment, but I'm struggling to find a way of passing a SPD2013 workflow variable from the WF that assigns a task to a column in that related task list.
I'm creating an ...
0
votes
0answers
9 views
Set Field to user who approved task
I have a custom task that gets assigned to a group (2 people)
The ExpandGroups field is set to YES. Each user will be assigned a task individually.
If one user approves their task before the other, ...
0
votes
2answers
47 views
Create Item task does not initiate 'On Creation' workflow in target list
Background: Using SharePoint Online 2013 / SharePoint Designer 2013
I have two lists (A & B).
List A culminates by creating a new item in List B.
List B has a 'on item creation' workflow.
The ...
0
votes
1answer
31 views
Filter list on lookup column
I have a list "Events" It is related to an EventsInstructors" list, using the Related List available in SP2010.
EVENTS
Title
EventId (number)
InstructorsNeeded (number)
InstructorsRegistered (Lookup ...
1
vote
1answer
34 views
SharePoint Designer 2010 - Current and Pending list values in Workflow Email
I'm building a custom workflow in SPD 2010 and I need to create an approval workflow to send designated users an email when the list is updated. The email will need to include the current list field ...
2
votes
1answer
39 views
Automatically breaking down calendar events
I'm trying to create some sort of reservation system in SharePoint using a calendar list. It's been recommend to me to create events and add a column which allows a user to claim it. From there, ...
0
votes
0answers
77 views
Triggering workflow on field change using 'Wait for field change in current item' task
I am working with list workflows using SPD2013 and SharePoint Online 2013...
I have a couple of workflows running off list items in a certain list, the first of which I want to trigger the second, ...
1
vote
1answer
25 views
Is the following Workflow possible to create?
Suppose a user wants access to a document that he does not have permission to see.
He fills out a form in SharePoint that requests access. It sends an email to his supervisor, who has the option to ...
0
votes
0answers
6 views
SharePoint 2007 Display all workflows and web parts for a site
We're beginning to work through a SharePoint 2007 to 2010 migration. Our SharePoint 2007 environment was very "wild west" and a lot of custom workflows, web parts, and code were introduced. Current ...
0
votes
1answer
30 views
Content Approval Field Missing
I've gone through and enabled content approval for a given document library. I've created a new 2013 list workflow and associated it with the library. I want to add an action to set the content ...
0
votes
0answers
15 views
Custom task outcome actions
I have a straightforward SPD2013 workflow which starts a Task Process. Using a custom Task Content Type I have added customised task outcome buttons to the task edit form. However, which ever one of ...
0
votes
0answers
109 views
Workflows “Failed to Start” and Canceled by System Administrator.
I have many workflows that work great. I was creating them even last night. Today, even after several reboots, I can NOT create any type of workflow in my site collection, and actually get it to run. ...
0
votes
0answers
27 views
In SharePoint workflow on Rejected request; I need to make the comment field required
In SharePoint workflow on Rejected request; I need to make the comment field required. How do I do that?
1
vote
1answer
22 views
SharePoint Designer 2007 Workflow - Copy list items based on common field
I have 2 lists. One is a master job tracker, the second is a job activity tracker. Jobs are assigned numbers, based on that number, if an activity is created in list 2, I want to pull certain fields ...
1
vote
0answers
35 views
is it possible to have a sharepoint workflow that can dynamically switch content types?
I have a document library that contains 5 content types ( different word documents that have quickparts in them )
I have another list that has some customer information.
I want to start my workflow ...
0
votes
1answer
42 views
Approve multiple infopath forms at the same time in few clicks
I have a system where there 45-50 infopath forms filled every month. it becomes tedious to open each and every form and approve it. Is there any way or code to approve multiple forms by selecting them ...
0
votes
1answer
43 views
Update one list when another is updated
I have two lists. List 1 is Project Dashboard (has information about different projects such as project name, status, phase percent complete, project manager, etc) and list 2 is Project Review (has ...
