I'm currently working on a nintex list workflow for List A. I want a certain step in this workflow to run when an associated folder for the item in library B is modified.
For example:
User adds document to Item 1 in Library B
This then fires Nintex step to change status of Item 1 in List A
Any suggestions?
You could make a new workflow on Library B which updates a status column in List A when the document is added. In list A workflow you can use "wait for item update" shape to run you steps once the status was changed.
Create a list level workflow in library B, change the trigger settings from manual to Create or change item. Then configure it so that it queries for the item in List A using the common field(lookup field), Update the item.
Related
I'm having a site workflow and I'm creating new list item with status column value as "Pending" in one step and in the next step I want to wait for the same newly created item to update its status column value as "Approve/ Reject".
I want to use site workflow only so is there any way to wait until the current item update (item created in previous step.)
Items created by a workflow do not trigger a second workflow by design to prevent runaway recursion.
The item created by the site workflow could be assigned a workflow with a modify trigger to allow it to run as soon as it is edited by a user. This list workflow can validate the changes made to the item and take action on valid or invalid data.
I have 2 lists: List A and List B.
My goal is to copy over an item in List A to List B.
In SharePoint Designer 2007, here are the available Workflow commands:
- Create List Item
- Update List Item
- Copy List Item
Which command creates a list item in List B "if it does not exist", and updates the list item in List B "if it exists"?
I had this same question yesterday at work. Here is how I solved it today.
Lists:
Parent: List A
Target: List B
Create the workflow and associate it with the Parent List.
The workflow can start however you please.
You will need 3 Steps in your workflow.
Step 1: Create a workflow variable and use a lookup to set the variable to the Title (this can be any unique field) of the Target list. I chose the Title field because I knew it would be unique to each item.
No conditions required.
Action: Set Variable:Foo to Bar (where Bar is the field you chose to match against)
Step 2: Check if the variable you just assigned equals the title (or unique field of your choice) of the item you just created/edited in the Parent list.
So your condition will be: If Variable:Foo equals Bar (where Bar is the field you chose)
and your Action will be: Stop the workflow
Step 3: If we make it to step 3, then our variable did not match an existing item
No conditions are required in this step.
Action: Copy Item then stop the workflow.
That's it!
Additionally, if you'd like to loop through your lists and process everything, this article was very helpful for me:
SharePoint Looping Workflow - How to: Loop through and process all items in a list
I hope this makes sense. And I hope it works for you as well as it has for me!
Your workflow will need to check list B first. If the item exists then it will need to "Update List Item". If it does not exists, it will need to "Copy List Item".
So how can you check?
There's a great article on doing that here:
http://blog-sharepoint.blogspot.com/2009/08/spd-workflow-test-if-value-exists-in.html
I have an InfoPath form that, when submitted to a SharePoint Form Library, also adds a single item to a Task List. Each item in the Task List contains a People field that may contain multiple names. I have code in the form that creates separate items in a Custom List, one for each name in the People field.
When I manually update the Status field in a Task List item, I would like a SharePoint workflow (I'm using Designer 2010) to update all of the Status fields for the corresponding items in the Custom List. The "Update list item" option in ShP 2010 workflows will only update a single list entry. Is there a way to update all of the Custom List items that correspond to the Task List item whose Status is being modified?
To update multiple list items simultaneously, use SharePoint batch update. Look at following links for more information:
MSDN - Visual How To - Batch Updating List Items in Windows SharePoint Services 3.0
http://apmblog.compuware.com/2009/01/20/sharepoint-using-batch-updates-to-speed-up-performance/
You can also use batch operations for inserting and deleting.
I have written two workflows on codeplex - one is https://rwomi.codeplex.com and one is https://umlisdw.codeplex.com/
Hey all,
I am currently building a workflow, i created a list (let say list A), when the user fills out the list (form) and clicks OK button the workflow kick starts. the first action of workflow should be populating all the fields(whatever filled by user) in the List A to List B (here list B has same columns as list A but some additional columns). How to built this action in workflow. Any thoughts are highly appreciated. Quite a newbie to Sharepoint, eager to learn more about it.
Suppose List A has name field, its being filled as XYZ, then workflow should be able to populate XYZ in same corresponding name field in List B. I hope I made it clear
The question is whether you want to use Sharepoint Designer or a Visual Studio Workflow.
In Visual Studio you have the full Sharepoint object model galore to your hands - the sky is the limit.
In Sharepoint Designer you only have a limited set of Actions which enable you to do stuff. Let me explain a SPD solution.
You basically want this:
List A
Field: Name
Field: Testing
Field: Age
List B
Field: Name
Field: Country
Field: Age
So basically you could transfer Name and Age from A --> B upon creating a new item in list A.
In Sharepoint Designer you can just create a list workflow for list A, which automatically starts upon a new item in the list. When the workflow starts it just needs to get all the data you just entered in the form. So you can use the action Set Workflow Variable and set different variables (of the same name) to Name, Testing, and Age from the item.
You now would have the item's data as workflow variables.
The action Create List Item is next, here you can select a list, an item should be created in and set fields for that list item to your variables. So you could set workflow variable Name to the item's Name in List B, similarly the Age.
I have a multi-step Sharepoint workflow in task list A that starts when a new task is created in that list and creates a task in another list, B. When that task in list B is completed, I would like the workflow in list A to create another task in list C.
I am using Sharepoint Designer 2007 to build all of this and at the moment I have this represented by multiple steps. So, step one is to create the task in the other list, and store its ID as a variable. Step 2 is conditional on a value in the task created by step one being marked complete, and it creates a task in the next list, and so on.
However, when I run the workflow, it marks its status as complete as soon as the item in the first list is completed, and does not go on to create the task outlined in Step 2 of the workflow.
I would like to know why the workflow is marking itself complete at the end of step one, and why the subsequent steps are not executed. Thanks in advance for your help.
I feel some problem with your logic.
You should have two workflows for doing this task
Workflow associated with list A to create a task in list B
Workflow associated with list B to create a task in list C
I shall explain it step by step.
You need to create a hidden field in List B to store list A's ID
Create a workflow associated with A on item creation for creating new item in B and copy the A's ID in B's hidden field
Create another workflow associated with list B for creating new item in C. You can get the A's record by comparing the A's id field with B's hidden field