I am using Sharepoint 2013 and the Sharepoint Workflow Manager 2013. I want to create a workflow using the Approval-Sharepoint 2013 template. But I can't find it. I've searched on the web for a solution, and many sites recommend going through the steps I outline below, which I did:
At the site collection level I go to Site Settings -> Site collection features
Activate the following:
Disposition Approval Workflow
Publishing Approval Workflow
Workflows
When I go to select a template, this is what I see in the menu (an asterisk indicates a 2010 template):
*Approval - SharePoint 2010
*Collect Feedback - SharePoint 2010
*Collect Signatures - SharePoint 2010
*Disposition Approval
*Publishing Approval
*Three-state
I see no 2013 templates, particularly the Approval-Sharepoint 2013 template which is what I need.
Some sites I've researched have said there is no Approval-Sharepoint 2013 template, but that would contradict Microsoft's own website ( https://support.office.microsoft.com/en-us/article/All-about-Approval-workflows-078c5a89-821f-44a9-9530-40bb34f9f742?CTT=1&CorrelationId=4744d23f-ce35-4c48-b367-a8c8380dafbe&ui=en-US&rs=en-US&ad=US ) which says:
Select the Approval – SharePoint 2013 template.
NOTE If the Approval – SharePoint 2013 template doesn’t appear in
the list, contact your SharePoint administrator to find out about
having it activated for your site collection or workspace.
Any clues?
Thanks,
George
I ran into the same issue. Everything was in order as per the numerous blog posts I had read and I still couldn't get the SharePoint 2010 Approval workflow. After calling Microsoft I realised that the Approval workflow is only available for the Enterprise version.
https://support.office.com/en-us/article/About-the-workflows-included-with-SharePoint-D9C46B8A-9835-4076-B5D3-6412CE4CA0DC?CID=3dcae5e3-f4cc-425d-8fc4-d8b59069578e&SrcID=MOP.CSR
With SharePoint Server 2010, and with SharePoint Online for Office 365
for enterprises, all five of the following workflow types are
included. With SharePoint Online for Office 365 for small businesses
and professionals, however, only the Three-state workflow type is
included.
So first check what version of Sharepoint you have before driving yourself nuts about this workflow.
Related
I want to query the list to get some information of particular ID but some actions are missing in SharePoint Designer 2013. I want following actions in SharePoint Designer.
But what it actually looks here in my screen :
I could not see Dictionary and HTTP actions in designer. I am new to this. Let me know if you have any suggestion to display these actions here.
Thank you in advance.
The workflow you created is a SharePoint 2010 workflow without OOB actions like call HTTP web service and etc. What you need is a SharePoint 2013 workflow. You have to set Platform Type to SharePoint 2013 Workflow when creating a new workflow.
If there is no SharePoint 2013 Workflow option under the dropdown menu, you have to configure workflow manager to get it. Reference: Install and configure workflow for SharePoint Server.
I am having below requirement using sharepoint 2010 designer workflow.
Once anyone reject the request the workflow must be assigned back to User who is initiating.
Please guide me how can i achive this. I am new to sharepoint workflows.
OOB SharePoint 2010 designer workflow can't achieve this, you would consider to use third-party solution/product for this.
Or develop your state machine workflow.
https://www.codeproject.com/Articles/193520/SharePoint-2010-State-Machine-Workflows-with-Custo
https://learn.microsoft.com/en-us/previous-versions/office/developer/sharepoint-2010/gg508985(v%3Doffice.14)
I'd like to restrict acces to certain items, to certain users, in my sharepoint online list.
I know in List Settings you can restrict access to items only created by user, but this is not enough for me. We have other conditions.
I am currently using Sharepoint Designer, and a sharepoint 2010 workflow with an impersonation step to do Achive this item level permission. this works fine.
However, the end of support for sharepoint 2010 and Designer is scheduled on October 21 2020.
So I have 2 questions:
1) What else could I use in Sharepoint Online to set item level permissions like what I can do with The actions inside an impersonation step with a 2010 workflow?
2) Even though support will end for SP2010 and 2013. will old workflows still work in sharepoint Online sites?
1.Power Automate/flow is the alternative for workflow. You could use Auotmate/flow to set item level permssion.
2.Yes, old workflows will still work in SharePoint Online sites.
I have created simple email sending workflow in platform 2013 in SharePoint Designer 2013 and I have set it to start when item is created.
I've saved and published it. It was published successfully, but it does not work on SharePoint site.
I've created the same workflow in platform 2010 in SharePoint designer 2013. It was published successfully and works fine on the site. Email is also sent to the email address given in the workflow
Why workflow 2013 platform does not work in the site?
If you were able to publish SharePoint 2013 workflow, then it's probably configured correctly in your farm. Is this problem with all workflows or specific to sending emails?
There's a known limitation in SharePoint 2013 workflows and app model - you can only send mail to internal addresses (addresses of valid SharePoint users).
It's a security feature actually. It prevents apps from sending spam.
Workaround to this problem is using SharePoint 2010 workflows.
As answered in other questions you can't use the free Sharepoint Foundation 2013 for document management in MS Dynamics CRM 2013.
So I ask if there is a (good *) way of using document management in Microsoft Dynamics CRM 2013 without using Sharepoint?
(* good = easy to understand for non technical users and not too complicated to manage)
I search for a way to attach all kinds of documents to different entities like:
- pictures to accounts (not profile picure)
- PDF documents to account
- ...
I know you can use notes.
I'm a bit confused because there are attachments on entities like email.
Can I integrate these attachment-functions on other entities like accounts?
edit 18.12.2014
Yes, you can use Sharepoint Foundation, we make it work (SP Foundation 2010).
I can use documentmanagement with sharepoint, but not automated because the crmlistcomponent is not working.
Maybe someone from here can help me over there:
My Question on Sharepoint stackexchange site
The attachments mechanism isn't available for common customizations, sadly. Microsoft wants us to use the notes... Except maybe ("maybe" as in "I never bothered to check due to the monstrous amount of hoops to jump through while having almost no benefits") for activity entites.
That said, you can use SP 2013 Foundation for document management, if you want. Here's the step-by-step guide. We deployed a CRM 2013 + Document Management based on SP Foundation just a couple of days ago following these steps.
To Run the Microsoft SharePoint Foundation Sandboxed Code Service, follow the below steps.
SharePoint Central Administrator
Under>> Service Applications
Manage services on server
Look for>>Microsoft SharePoint Foundation Sandboxed Code Service is running
Start the service
After completing all the 5 steps
To Install List Components in SharePoint
Go to Site Settings
Under>> Web Designer Gallery>> Click on “Solutions”
Click on Upload solution
and Click on Activate
To Set Broser File handling to Permissive
Go to SharePoint Central Administration
Application Management
On the Ribbon click onthe General Setting
Web Application Generation Setting pop-up window will appear
Scroll down to look for Browser file handling >> Select >>Permissive
Click Ok, save settings and restart the server/IIS
try to Activate the List compoent
Ensure the after successful activation will enable the Deactivate button.
Sometime it is very annoying you need to do several click to get this working.
Go to CRM and add the URL into Document management, all will work fine.
FYI the "CRM 2013" list component retains the 2011 look-and-feel.