I'm new to MOSS 2007. I need to create a workflow that looks at a document's review date (a select list predefined to values of 3 , 6 or 12 months) then send an email if the review date has passed.
So the workflow needs to get the documents review date then convert this to date time add to the created date if greater than current date send an email.
Can anyone tell me if this is possible to do using SP designer to create the workflow? I'dd be grateful for any pointers.
Many Thanks,
Nav
SharePoint Designer makes it very simple to create these kind of workflows. Have a look at this article.
Date manipulation can be a bit of a pain so if you need a little bit more flexibility and have the skills to write a little bit of C# or VB code (Visual Studio not required) then have a look at the Workflow Power Pack. There are plenty of examples on the associated blog.
Disclaimer, I worked on the WPP so consider me biased (It works great though :-)
You can do this with secondary workflows, that starts, update dates and finish.
Related
I am trying to calculate a school year from date of birth and would like SharePoint to update as and when necessary.
I know this is possible in Excel but wondered if there was a work around for Now or Today in SharePoint.
The code I am using is:
=IF([Date of Birth]="","","Year "&MAX(0,DATEDIF(DATE(YEAR([Date of Birth]+122),9,1),NOW(),"Y" )-4))
Any help would be greatly appreciated.
Sample forum to get year count between dates.
=VALUE(TEXT(NOW(),"yyyy"))-VALUE(TEXT([Date of Birth],"yyyy"))
if there was a work around for Now or Today in SharePoint.
Not by just using a Calculated Column. A Calculated column is only updated with the item is created or edited.
You can add JavaScript to the page to update the displayed school year each time a page loads, but you would need to add this to each of the list's forms and Views. The exact JavaScript solution depends on your SharePoint version. Can you update your question with the version? (2010, 2013, 2016, SharePoint Online - classic UI, SharePoint Online modern UI, etc.)
I would like to premise that I am not a coder, and have limited SharePoint experience. Nonetheless, I have a task at work to create a new tool for a group at work. This tool will allow them to track things through its life-cycle. The old tool will stop being used once they hit the 49,999th record. At that point we will transition to SharePoint. The prior numbers will live with those records and we will be unable to start back at the number 1.
My goal is to have an ID field for each record that incrementally grows starting from the number 50,000.
I tried creating a new calculated formula field that does 50,000 plus the ID but it does not work effectively. There tends to be a lag. The lag can be anywhere from 5 minutes to a day or two. In turn, I need an alternative option.
With a friends coaching, I am messing with SharePoint designer to automatically create a record once one is deleted and delete one every time one is created. However, this times out occasionally. Even more so, it is extremely slow. It will take me a week or so to get to 50,000. Does anyone have any experience or expertise to assist me? It is very appreciated.
The way I did it was to create another field and used that in all my views. Update it through a SharePoint Designer workflow on create - set the field to ID+50000, for example, or whatever you need. Maybe give it a bit of a buffer and set it to ID+51000. By the time the workflow is running the ID has been created and you can use it in a workflow.
If you are going to be moving your old records to the list, you can change the workflow to only update the new field if it's blank. That way you can save the original ids.
I need to create a simple list column with the type of time and use it like a Start Time - End Time.
Recently, I found this sptimeonly and that's exactly all I really need. Unfortunately, looking at the instructions, I don't think it will work on SharePoint 2013 as it was obviously made for SharePoint 2010.
What choices do I have?
Do I need to develop some kind of custom field?
Is there any recommendation of where to start learning it? Kinda new to this platform, I'm sorry if these questions seem pretty basic.
Thanks!
I ended up using DateTime column with a default value of the Date set,
Then adding content editor webpart in the EditForm.aspx to embed css in order to hide the Date part.
I searched a lot on the web for my answer but could not find any one. I have an list with invoice and aircraft price list. The lookup works perfect i can select the aircraft type through the invoice list. I also want to be able to select if its a Platform or Hangar price. Can someone help me how i can achieve this?
Here are some screenshots
It looks like you are attempting some form of cascading drop down fields. These are supported in 2010 Enterprise edition but via the use of info path forms. This requires no code just some GUI based configuration. Unfortunately it's a little more in depth than me explaining it on here so I will provide you to a link for a blog.
Cascading drop down info path forms
Alternatively if you google around cascading drop downs there are plenty of articles involving other methods.
Cheers
Truez
Maybe I'm just crazy... So, with SPD I can add any time unit to a date and put that into a variable, but I can't seem to find anything that will let me calculate the difference between two dates. "Do Calculation" only lets me pick from numeric values. Am I missing something here? Seems like something which should be obvious.
Date comparison is not available "out of the box", but there are some workarounds.
Maybe this article: How to perform date calculations and construct dynamic strings in a SharePoint Designer workflow provides the answer?
Some more related information here: Modifying Date Formats in SharePoint Designer Workflows
You can use the function DATEDIF of SharePoint lists to set a column value and then use it in workflows. I am sure, this will help someone out there -
As of SharePoint 2013 you can use "Find Interval Between Dates" action.
Find Interval Between Dates
Calculates the time interval in minutes, hours, or days between two dates and stores the output in a variable.
https://msdn.microsoft.com/en-us/library/office/jj164026.aspx
String and date manipulation as well as calculations are a pain in SharePoint Designer workflows. The links Colin mentioned are good, but you may also want to consider embedding C# or vb.net code directly into your SharePoint Designer Workflow (Without the need for Visual Studio).
I wrote a component that allows you to do this and blogged about it at the following URL:
http://www.muhimbi.com/blog/2009/12/embed-c-or-vb-code-directly-in.html