Hello this is probably really simple but I do not have much experience with creating workflows
I am using SharePoint WSS 3.0 on SBS 2008
I want an email to be sent automatically when a new document is added to a document library when a user clicks the new button and fills out the document, then saves it to the library
I have figured out how to send the email but I cant get it to send the email automatically upon creation of the new document, I always have to manually start the workflow
I have selected "Automatically start this workflow when a new item is created
I know I need to create a condition but I'm unsure what I need to create?
Here is my workflow
http://cl.ly/image/2K2r3r3F1Z1O
Here are the columns in the document library
http://cl.ly/image/433i450s1D3O
Any help would be great
Check the workflow settings. It may be set to "No New Instances", which happens when you redeploy workflows.
Related
I'm new to workflows, so please excuse the novice question.
I set up a workflow on a document library configured to send an email when a new item is created. When I create a new document in this library, the email gets sent as expected. However, when I create a folder in this library, the workflow doesn't run. If I look at Workflow Status for the new folder, I don't see the workflow attached.
Is there anything special I need to do to configure this Workflow to kick-off when a folder is created and not just items? If this is something that must be done with code-behind, I can go that route, but it doesn't seem like something that would require code.
Thanks in advance
Check this post : http://www.codeproject.com/KB/sharepoint/MOSS_FolderContentTypeWF.aspx
Good Morning,
I'm using SharePoint Designer 2007 to create a workflow for a MOSS site I have created.
What I'm looking to do is have the workflow send out an email if a document in the library hasn't been modified for the past 30 days (and it's Status field is not set as "Closed"), but I'm stumped as to how I can do this.
Any help would be greatly appreciated!
Thanks!
You could try using the "Pause for duration" action (under "Core Actions" when you are adding an action to your SPD workflow).
However, I've worked on something that had a similar requirement and we decided that workflow was not the best option. We have a console application that is scheduled to run everyday and queries the list for "old" items. If it finds any old items, then it sends out an email to the user.
I am trying to implement a Workflow, where the user needs to select a destination document library.
I could figure out two possible ways:
Once the user manually starts the workflow, we would display a webpage where he would select the destination document library.
we would initially display a webpage. where User would select the destination.
After clicking a button the workflow would kick start.
Now for possibility "1":
How to redirect from a worlflow to a webpage. [tried Server.Transfer, but failed].
for Possibility "2":
How to start a workflow on button click.
Please also suggest which among the above 2 possibilities is a better solution.
What you need is a workflow initiation form. Exactly how you implement it and how much functionality can get will depend on the type of workflow you are working on, but you should be able to set up something to choose the destination.
I am assuming that you are talking about writing a workflow using Visual Studio. Personally, I would try creating a SharePoint designer workflow first to see if that meets your requirements.
In SharePoint Designer you can create an initiation form that accepts data from a user when they manually start the workflow. If the out of the box actions don't quite do what you need them to, you can create your own reusable custom workflow actions.
I am new this sharepoint development and i have task in hand to do the following.
1.When a new document added to the library, the system will prompt for approvers & audience from a database table. this will be stored for future revisions for the document.
2. Upon successful completion of assigning approvers, audience the system will initiate the workflow to complete the approval process.
It would be great if anyone can point the direction to do the following:
1.is it possible to call a aspx page/form from document library insert/update event?
2.How to assign approvers to a workflow programmatically?
Thanks in Advance!
Alex
I'm not sure it is possible to explicitly call another page but you can use the "Source" url parameter to specify the page they are directed to after they press OK. Obviously, you will have to change "www.google.com" to be your new URL.
/Lists/Announcements/NewForm.aspx?Source=www.google.com
You can probably do all of this using custom workflow. With custom workflow you have two options: creating the entire workflow in visual studio or create custom workflow actions and using SharePoint Designer to build the workflow.
Building custom Workflow Actions.
How can I Submit an InfoPath form to a SharePoint library AND to an email box at the same time when the user hits SUBMIT?
I need my form to be approved by several users in a particular order; then re-submitted to the SharePoint site, and to another email box so that the next approver can see the approvals, and approve their own, then submit it and have it drop onto Sharepoint again, etc.
The email chain works (the form as an attachment), and the approvals show, but the form doesn't get updated on the SharePoint Form library.
You can add an additional DataSource for submission (send to SharePoint library) and add a rule to your submit button before the save&close rules.
BUT - I would suggest a method that is based on workflows and a form that is held on a SharePoint site. I had a very similar task, where approvals were needed in a staged manner.
If there is a fixed number of approvers, create fields for each one - if the number is not fixed you will need some replacing rules that change the current approver with the next one. Then you will need one (or more) workflows that are triggered by a flag field (or more) that you promoted before. (Make them writable from the outside during publication - the workflow will need that) This field (or fields) trigger the workflow that sends the email. After sending it should clear that flag to avoid infinite looping.
The mail should contain a link to the SharePoint library. And the approver should work on that library rather than sending the XML file through the network.
Hint: Enable versioning on that libary - and you (or the approvers) can keep track of the changes.
Hint 2: If this process will be part of the daily work, maybe a custom view and alerts will help the approvers keep track of the form's status.
Sorry for asking but have you considered using a workflow rather then emails? I'm not sure whether the basic workflows in WSS 3.0 will cater for your senario but the MOSS workflow should be more than adequate.