I have List 1 which has 2 workflows. Created workflow in 2010
Workflow 1 triggers when item created
Workflow 2 triggers when item changed
Workflow 1 copies list 1 item to another list, send email & updates a field in List 1.
The issue i am facing, when an item is created Workflow 1 is triggered and because i am updating a field in List 1, workflow 2 is getting triggered. I don't want the workflow 2 to run when i am updating an item in list when creating an item
But when i create the same workflows in 2013 it works fine.Workflow 2 does not get triggered when creating an item.But cannot use 2013 workflow as it does not copy attachment from one list to another
i want to update the status in list 1 to "Sent".But don't want the change item Workflow 2 to trigger.
Any help suggestion?
The simplest solution would be to add a hidden checkbox.
This can be done by turning on "Allow Content Type Management"
In the browser, go to the advanced settings screen for list 2. Turn on "Manage Content Types." Then Editing the default Content type in that list (the first one under content types on the list main settings page). Next add field to content type. Select "Yes/No" set default to No then save. Next go to the advanced settings for that field and set it to Hidden.
In Designer edit workflow 2. Add a stage to the beginning of the workflow that checks the newly created field. i.e.
if isSent is equal to No
End the workflow
Related
Creating SPD 2010 workflow from a slide library.
picture of Section called Tab 00
Hi All,
I have 10 sections in a report. Section 1 (Tab 00) is made up of 3 separate slides/records in the SP library. When a user is done editing a slide, they change the properties field called ‘Ready to Publish’ from 'No' to 'Yes'.
I’d like to write a workflow action in SPD 2010 that waits for all 3 records in Section 1 to equal ‘Yes’ then to send an email stating that the section 1 is complete.
As I’m trying to write this, I can only get the workflow to run on one document/slide at a time. So if a user selects 'Yes', then an email goes out that says the Section is complete, but the problem is only one slide of the 3 is complete. I’d like it to look through the entire library (query If record Section = Section 1 (Tab 00) and slides 001, 002, & 003 = Yes, then send email).
Thanks in advance for any help you all can give...I'm stumped.
Dave
This cannot be achieved directly however you can use a second list which will have the section as title and separate columns for slides. Once user updates the slide mark as yes for the corresponding slide in second list. You can trigger email from second list on item updating workflow once all three slides are marked to yes for that particular section.
I have created a simple workflow with an approval process. After creating a new custom list item, the workflow assigns a task for a specified user for accepting or rejecting this new item.
By default, the approver can click Approve or Reject button.
How to add a textbox, so the approver can write a reason for approving/rejecting the entry? And how to insert this reason to a proper column in this new item?
It is Sharepoint 2013 workflow model.
you can use the description field of the task form , asking approvers to write his comments there and then set the list item column i.e "approver comments" with the value of the task description field
I've created several custom columns in the Tasks list named NotifyUser and IsUserNotified. These columns are not supposed to be changed by user. I change them programmatically only. Is there any mechanism to:
Hide those columns from the NewForm, EditForm (I wanna use
existent Forms).
Skip executing workflows when any of those two columns been changed.
Exclude columns from the notification mails (as long as user doesn't know anything about these columns, there is no need to show them).
You only can control these things if you are creating your field programmatically or via a field schema definition (deployment via WSP Solution and a feature):
Set the property Hidden to true in order to hide the field in user forms and views.
Refer to: SharePoint Workflow: how to update the item without triggering the workflow again
Should be done by 1.
You can edit your view by going in List Tools->List->List Settings->Views.
Then click on the name of your List from where you can uncheck the column that u dont want to show to the user and click ok.
I have a sharepoint list that uses a cascading lookup to display items from another list in the first list. I need to reset the checkbox on the item in the lookup display box in the every week beginning with a date in the "Start Date" field. Is it possible to construct a workflow in SPD to reset the checkbox every 7 days from the "Start Date"?
You can make something like a "loop" using SharePoint designer (but actually what you do is delay for a while, then modify the item AND make another instance of the same workflow run when the item is modified). The technique is described here: http://sharepointmagazine.net/technical/development/the-dog-ate-my-task-use-sharepoint-designer-to-email-daily-task-reminders
i have a sharepoint list
with 2 users for examole (user A and user B)
i need a calculated field in the list items such that if user "A" created the item the field vaule will be "X" and if user "B" created the item fields value would be "Y"
but i couldnt use [created by] in the furmiula of the calculated field !! why is that ?!! and is there another way to do what i need to do ?!
If using Sharepoint Designer is an option you can create a workflow for that list. Set it to start when a new item is created -or- edited, use a condition of "If Created_By equals ..." and an action of "Set yourfield to yourvalue", then add an Else If branch and repeat. This will always override anything a user enters in "yourfield". Takes about 2 minutes to do all of this.
I believe you can create a text field that has the default value set to [Me] which should then be usable in a calculated field.
For more complicated formulae (i.e. anything with conditional logic), try creating an event handler for the content type (or doc library). This will allow you full control to set the fields to what you desire.
The field can be hidden from the user inside the edit screens.
Make sure use the STSDev from codeplex to setup the solution for deployment.