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.
Related
I(HR) want to send an email to the employee with the link to edit his details i.e the newly added item in the SharePoint list. I'm actually copying the data into a new list and want to send a link to edit the new list rather than the previous list. Unlike Microsoft flows I'm not able to send a link to edit the list in SharePoint manager. I want to use only sharepoint manager to create the workflows
I've tried all the fields provided in the lookup and none of them actually gives me an edit link. I'm using SharePoint Online with SharePoint Designer 2013. Could someone tell me how it's done
Get the item ID based on output guid, so you could concat the string as edit form.
Demo:
I have one requirement to get all the list items which has associated with a particular workflow in SharePoint 2013. Like, I have a designer 2013 workflow with name "Test Workflow" which is added in a custom list. Tis workflow associated with around 70 items. In the same list I've added another workflow with name "Test Workflow 2". I need to fetch the ID of all the list items which are associated with the first workflow (all the 70 items ID).
First of all workflows are attached on list level not item level..
Now regarding your query, you can enable ID column in your "AllItems.aspx" to view all the 70 items that are associated with first workflow.
I hope you are not looking for any scripted approach to fetch those IDs.
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!
I want to set workflow on survey creation to create list item, like, when I create survey, I want item of list to be created automatically.
My list contains title, creation Date, Created By, Survey Link. On survey creation I want to create list item with filled title and Survey link column automatically. Is it possible?
In SharePoint 2007, a workflow is tied to a library or a list. You can't tied a workflow to a survey creation statement.
A survey is a list with a diferent content type. Did you consider to build webpart with fields like title, date,... and an action button. Click on the button will create both the entry in the list and the frame survey.
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.