Is it possible to create a sharepoint workflow that will automatically move a document from one folder to another when it is approved?
If possible, please share how it can be done.
Related
I'm using Microsoft SharePoint and MS Planner, I have a plan that's connected to SharePoint website, so everything I post in planner automatically shows in SharePoint.
So whenever I upload an attachment it is uploaded to Sharepoint site/shared document
I want to create a specific folder inside documents and make attachments that I upload in planner go directly there.
is there any way to do that?
Currently this is not supported. You can vote for the suggestion to add this feature though:
https://feedbackportal.microsoft.com/feedback/idea/91702db7-3252-ec11-a819-000d3a7c684e
Our organization is migrating from SharePoint 2010 with Nintex Workflows to SharePoint Online with Power Automate. Our existing SP2010 lists are running Nintex Workflows to send out notification emails to specific parties (determined by user inputs in the SharePoint list).
Due to the limits of SP lists when lists have more than 5000 items, we regularly save the list as a template and create an new list to work from. The existing Nintex flows are copied into the new list, and work (largely) without an issue in the new list. (If changes are needed, I do need to export the workflow in the list it was created in, and import into the current list prior to making modifications.)
In SP Online, it appears that if we create a list from an existing list, the Power Automate flow we've created continues to point it's trigger function to the original list. Is there a way to copy an existing list in SP Online, and have the associated notification workflow point to the new list, while leaving the workflow in previous lists point to their respective lists as well (sometimes our items in previous lists are modified and need new notifications sent to the affected parties)?
Thank you,
Kevin
There is no way to copy an existing list in SP Online and have the associated notification flow point to the new list.
As a workaround, after copying the existing list, select the flow and save as a copy, then update the associated list to make it run in the new list.
All,
I'm new to SharePoint, and I was wondering if there was a way to have a group of users complete a task (perhaps a form that needs answered), and then have that form, or the answers given in that form, be sent to another group of users to look into and follow-up on? Perhaps it could be moved to a specific folder?
Google hasn't turned up much of anything in the way of clear answers.
The mechanism you are mentioning is like a SharePoint Approval workflow or an approval flow.
Just like teylyn said, you can choose SharePoint Designer workflow or Power automate depends on the version of SharePoint you are using.
How to determine the SharePoint version I am using.
And SharePoint has its own built-in approval workflow template for directly use. It is a bit old but easy to configure and ready to be used.
An example for SharePoint designer 2013 platform approval workflow here.
2010 Platform approval workflow
One thing just for your notice, there are two different types of workflows, 2010 platform workflow and 2013 platform workflow. You can create a 2010 platform as long as you installed SharePoint Designer. However it is needed to install and configure workflow manager to use 2013 platform workflow.
Flow tutorial here.
Hope to be any help.
In SharePoint Online, you can use Power Automate to create business logic workflows, using fields in a SharePoint list that store the current status of a task and information like next reviewer, etc. The Power Automate flow can be either triggered by a button in the form (in which case you would want to design the form with PowerApps) or whenever the item in the SharePoint list is modified.
In SharePoint on premises you can create SharePoint Designer workflows to achieve the same thing.
I am using SharePoint Foundation 2010 and have a requirement to make a database entry to our database for document creation. I need to find a way to get all SharePoint Groups associated with the document when it is created. Is there a way to do this through a workflow?
Thanks!
Probably you can create custom Sandbox action
http://msdn.microsoft.com/en-us/library/ff798499.aspx
I am new to MOSS development and while I'm learning it I have a problem waiting to be solved.
We are using the standard approval workflow in one of our test sites just to get the feel of the approval workflow. We have the standard approval workflow in place and working but what has become more desirable is to have the document set to readonly mode after its approval.
What should be my approach to configure/implement this feature?
Custom ItemUpdating event handler on the workflow task list - check the status of the task, and if it is Approved, get the Item object through the task workflow association and adjust permissions on the Item.
Or you start a second workflow - depending on the approval workflow outcome. Create a SharePoint Designer Workflow using the custom activities to set the item permissions.
To set the item permissions download the Useful Sharepoint Designer Custom Workflow Activities
The advantage of this approach is, that you do not need to write code to create an Eventhandler.