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How to have Workflow update Name field for Documen...
We have a Document Set with the default Name field that we want to have populated by a workflow upon creation of a new Document Set. This works fin...
- By jdandersonct
- September 09, 2019 08:17
- 588
- 0
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How to approve multiple items in a workflow
Hello, We have a training request form where the requestor submits 1, 2, or 3 different classes for approval. The Approver can approve or deny a...
- By jdandersonct
- August 03, 2018 08:03
- 595
- 0
- 0
How to create link to item properties in another l...
We have a workflow that copies a file from one document library ( source ) to another ( target ). When the file is copied from the source to th...
- By jdandersonct
- June 13, 2018 07:04
- 1824
- 0
- 3
Call Web Service service account
To use the Call web service action, we created a service account that has local admin rights to the SP server. We used it successfully in a workf...
- By jdandersonct
- May 31, 2018 06:40
- 2299
- 0
- 2
Best method to update multiple items in another li...
We have a document library ( Source ) with 4 fields that we would like to copy to another document library ( Target ). In the Source Library...
- By jdandersonct
- May 03, 2018 09:19
- 2292
- 0
- 8
Workflow on Document Library not starting
A simple workflow on a SharePoint 2013 doc library is not starting. The workflow should start under these conditions: The doc library has che...
- By jdandersonct
- April 23, 2018 06:26
- 1214
- 0
- 4
Copy a document from one library to another
There appears to be many flavors for what I would assume to be a fairly simple task. Before I make this more complex than necessary, here is what...
- By jdandersonct
- April 19, 2018 04:38
- 2126
- 0
- 4
How to determine if Created by exists in SP group
In one of our workflows, I want to determine whether the Created by person is in the TimeOffApprovers SP group. If yes, follow one branch, if...
- By jdandersonct
- April 09, 2018 11:05
- 3465
- 0
- 5
Need help with a Change Management workflow
Greetings, We have created an IT change management solution that requires that members of the Change Advisory Board (CAB) all agree on an outcome...
- By jdandersonct
- February 16, 2018 07:00
- 1773
- 0
- 7
Include item changes in workflow notification
The default Alert functionality in SP 2013 sends an email notification that includes a formatted view of the list item with an Edited label nex...
- By jdandersonct
- July 11, 2016 07:06
- 1481
- 0
- 3
Create Issue from Item in Task list
Greetings, Not sure if workflow is the best approach for what I am trying to accomplish but I'll start here. I have a list of project tasks...
- By jdandersonct
- March 18, 2016 12:20
- 1595
- 1
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Stop workflow from sending redundant notifications...
We have a simple workflow that sends a notification when the Status is changed to System Test. That works great. The problem is that when any oth...
- By jdandersonct
- February 24, 2016 08:44
- 842
- 0
- 3
Workflow email adding [#DDDBRHCRHGRH#] to subject ...
We have created a leave request work flow that uses a Flexi-task. The Task Notification includes "Time-Off Request - RequestorName " which is ...
- By jdandersonct
- January 29, 2016 05:35
- 2038
- 0
- 2
Get Worker's Manager from a List in another si...
Greetings. We are creating an approval workflow for Time-Off Requests. The workflow will be applied to a calendar in each Unit's sub-site of the ...
- By jdandersonct
- January 06, 2016 06:20
- 1887
- 1
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