I would like to send an email notification to a specific user based on the Category field in my SharePoint list. I currently have 65 choices for Category. i.e. new item posted in the 3D category, an automated message should go to John Doe.
How can I do this so that I don't have to create 65 workflows - or 65 steps in one workflow!? Any thoughts appreciated. The user submitting the new item will not know who to 'assign' the item to.
I've done something similar in the past:
Add another column to the Category list that contains the user that should receive the email when that category is selected.
When the workflow runs, lookup the user in the Category list based on the Category selected and set it to a workflow variable
Log the workflow variable (for troubleshooting) and set the "To" field to the variable.
Related
I am trying to assign list items to a list of individuals on a rotating basis.
Here is essentially what I am trying to do:
Names: Tom Joe Sam
In a SharePoint list, when a user (other than these three people) adds an item to the list, an email/task would be sent to Tom, and Tom only, column will populate with Tom's name as assigned to that item. The same thing would happen if a new list item is added, but it would be assigned to Joe, and then Sam, and then back to Tom, and so on.
Is there any way to do this in SharePoint designer 2013?
Alerting is a standard feature for SharePoint Task lists, however activation has been removed form the UI in SharePoint 2013.
This article describes how you can enable it using PowerShell:
https://gallery.technet.microsoft.com/office/Enable-email-notifications-390a927c
When the alert feature is enabled, the assigned user will be informed about every change to the task item.
For your use case, Tom needs to set up a notification for himself on the list, so he receives an email for every new item even when it is not assigned to him.
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.
Good Afternoon,
I am working on an existing SharePoint List with a web enabled infopath form with multiple views, containing questions that are asked at differnt stages of a workflow.
On the very first stage when the list item is created, there is a question with multiple choice (check one). For example, Field Name = Fruits, with values, such as: Apples, Oranges, Cherries.
Later on in the worflow, the user is sent a reminder email, similar to a survey, where questions may look like "What did you think of them apples?
New request from the customer:
In the customers world, every apple eater also eats oranges, and they want also know what the user thinks of oragnes.
So, it sounds like I need to create a conditional worklow that creates a copy of the list item when it is first created, to include all of the initial field values, when Apples is selected, but change the fruit value to oranges in the duplicate.
Note: The survey reminder is set to create an email reminder when a new item is create in the list.
Using a SharePoint Designer 2013 Workflow, how can I do this?
I noticed that SP Designer will not let me use the "Create item in list (Output to Varialbe:Create)" if the list is the same list. I assume this is by design to not create some sort of infinate loop. I guess MS does not trust that I have a carefully planted condition to only run once, which is what I need your help with.
It feels like a crazy idea, but I am considering making a copy of my list, and using Create item in list (Output to Varialbe:Create) to make a copy of the list item in list 2, to set all value the same, with the exception of fruits, where I would change the value to oranges, and then somehow create a workflow in list #2, to copy the list item back to list #1.
Thoughts?
Thanks!
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