I am kinda new to SharePoint and I have to create a very simple WF, but that actually I am not able to do it through SharePoint Designer.
I have got a document library, where users upload some project request, and a list of customers. When a new project request is created, this is associated to a customer of the existing list. Each customer has got some data, like a column for Project Manager and another column for Technical Supervisor. I have to create a WF where the Project Manager and the Technical Supervisor get an email if a project of their own customer is created or modified.
I tried using a List WF at first, but then I thought it could not act outside of my document library, but even using a Site WF it seems I am not able to let it gets data from the list.
Anyone could explain to me this Step-by-Step?
Thank you so much
So you have two lists:
List 1 - Project Request Document Library
List 2 - Customer List
This list has columns like Project Manager, Technical Supervisor and Customer Name?
The way that I would do it is to add a Lookup column to List 1, that looks up the Customer Name Column from List 2. In the additional fields part, bring over any other fields that you want too (Project Manager, and Technical Supervisor).
This will allow you to show the following in List 1:
Project Request Document | Customer Name | Project Manager | Technical Supervisor
Then create a workflow on List 1 - go to List > Workflow Settings > Create a Workflow in Sharepoint Designer.
Give the workflow a name, then type 'email' choose 'Send an email'.
Click on the 'these users' link - then click the little Address Book near the 'To' field.
Select Workflow Lookup for a User >
Data Source: Current Item >
Field from Source: Technical Supervisor or Project Manager >
Return field as: Email Address
Publish the workflow, then there is one final step to do.
Click on the workflow name in the left panel and in the 'Start Options' panel on the right select:
Start workflow automatically when an item is created
Start workflow automatically when an item is changed
Save, then publish and you're done!
Related
in a sharepoint 365 environment.
I have list with student names.
I'would like to add a workflow so that when a new student is added, another list will add an new entry starting with that student name as a link to the first table.
I get confused by sharepoint designer i click add list item.
Select the seccond list, but it seams not to create the link. every option i tried with add list item, so far failed.
I created a Workflow for a list in SharePoint 2010. The workflow has multiple steps. I have a field (person or group) that needs to be required in step 6 (the person in step 6 should select the person in the field, but sometimes forgets to do so). In step 9 the person selected will get an email and need to fill out a portion of the infopath form. The person responsible for steps 1-5 do not know who to enter in that field so i can't make it a mandatory field in the beginning. When the person in step 6 forgets to select someone, step 9 gets held up because no one gets the email.
If SharePoint Designer is your only option then you should split the workflow into two different workflows. Keep steps 1-5 in the first workflow and put the remaining steps in a new workflow. In the new workflow, create an initiation form to collect the information you need. Initiation forms in SharePoint Designer support "Person or Group" types and you can make the field required.
Other possible solutions would be outside of SharePoint Designer, including a workflow created in Visual Studio or a JavaScript solution.
I have a very simple workflow which creates a log, sends an email to a user to preform a task when the item is created then sends a different email to an external address at the same time. A field is updated using the set field in current item and another log is created.
When I enter the first item in the list the work flow starts but when the second item is created the workflow fails with the following response "The workflow could not update the item, possibly because one or more columns for the item require a different type of information"
I am using Sharepoint 2010 Foundation and Sharepoint Designer 2010. I have searched everywhere and even tried inserting 1 minute pause after the first log but it doesn't help.
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.
We've created a pretty standard issue tracking system based off of SharePoint's template with just a few extra columns. On the list view (AllItems.aspx), the first column is called "Issue ID" and has a number. Our developers and QC use that number in discussions. However, that number doesn't seem to want to show up on the detail form (DispForm.aspx) nor in the alert email.
Can this field be included in at least one of these communication methods? If so, how?
Thank you.
We did something similar and used workflow via SharePoint Designer to copy the ID field into a field called "Issue Number". The workflow gets triggered automatically on Create / Edit (we included edit because the field can be modified by the user on the edit form and if that happens we want the number refreshed with the actual ID).
Before you create the workflow in SharePoint Designer, you need to add a column called "Issue Number" to the list you want to tweak.
List item
Open Sharepoint Designer
List item
Click File New -> Workflow
Give a name for the workflow
a. select the list from the dropdown
b. Uncheck Allow this workflow to be manually started and check automatically start on new and change then press Next
Give the step a name like "Assign Issue Number"
Create a Condition
If Compare a field -> If Issue Number not equals Current_Item:ID
Create an Action
Update List Item -> Set Issue Number to Current_Item:ID
Press Finished and test out by creating a new issue.
*The Issue Number will appear on the form and if you have emails setup to notify on assignment it will appear in the reassigned template.
*It will not appear in the created email confirmation because the workflow gets triggered after that email was executed.
I just added the issue ID using a total of 4 characters. Create a new column, set it to a Calculated column, in the formula type [ID]. Voila! The ID is now in your detail view.
The ID link returned the for me, however, the work around which sufficed for me was to enter 'Created' in the Calculated Column formula and ensure it is set at date and time. That then creates a unique idenity (unless you receive more than 1 list update per minute) than can be viewed in the email alert message