I have a sharepoint list that uses a cascading lookup to display items from another list in the first list. I need to reset the checkbox on the item in the lookup display box in the every week beginning with a date in the "Start Date" field. Is it possible to construct a workflow in SPD to reset the checkbox every 7 days from the "Start Date"?
You can make something like a "loop" using SharePoint designer (but actually what you do is delay for a while, then modify the item AND make another instance of the same workflow run when the item is modified). The technique is described here: http://sharepointmagazine.net/technical/development/the-dog-ate-my-task-use-sharepoint-designer-to-email-daily-task-reminders
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I have List 1 which has 2 workflows. Created workflow in 2010
Workflow 1 triggers when item created
Workflow 2 triggers when item changed
Workflow 1 copies list 1 item to another list, send email & updates a field in List 1.
The issue i am facing, when an item is created Workflow 1 is triggered and because i am updating a field in List 1, workflow 2 is getting triggered. I don't want the workflow 2 to run when i am updating an item in list when creating an item
But when i create the same workflows in 2013 it works fine.Workflow 2 does not get triggered when creating an item.But cannot use 2013 workflow as it does not copy attachment from one list to another
i want to update the status in list 1 to "Sent".But don't want the change item Workflow 2 to trigger.
Any help suggestion?
The simplest solution would be to add a hidden checkbox.
This can be done by turning on "Allow Content Type Management"
In the browser, go to the advanced settings screen for list 2. Turn on "Manage Content Types." Then Editing the default Content type in that list (the first one under content types on the list main settings page). Next add field to content type. Select "Yes/No" set default to No then save. Next go to the advanced settings for that field and set it to Hidden.
In Designer edit workflow 2. Add a stage to the beginning of the workflow that checks the newly created field. i.e.
if isSent is equal to No
End the workflow
I have a Sharepoint list with a "Choice" with "Can add values manually" checked.
How do i make a manually added value in a choice column persist so that is available when adding and editing other records?
I created new list on my Office365 SharePoint site. When in classic mode, manually entered values are not available while editing/creating new list items regardless the choices are displayed in a dropdown, radio buttons or as multi select checkboxes. When switching from classic to modern SharePoint experience, manually entered values are available while editing/adding list items. Hope this helps.
I have read this thread already which never answers the question, how do put a check box on a category of a categorized view. I have a view that has three levels of category's. The first category is used as a filter for the view populated by a listbox / scope variable. The next category is year and the last is document type.
Client ( filtered by scope variable from ListBox )
+2010
+2011
+....
-2015
-Insurance
Building COI
-Bank Statements
Jan statement
Feb statement
Mar statement
.....
+2016...
My end users want a check box on all levels so if they want all documents for 2015 they check the box next to 2015. If they want all Bank Statements for 2015 they check the box next to Bank Statements under the 2015 category. Or maybe they only want the one insurance document so they check the box next to the one document.
It seems I can't do this with the categorized view so what other options are available to create this categorized +/- ability and have check boxes at all levels?
Any thoughts on how to achieve this?
They I would likely approach this is I would do 3 nested repeat controls. Build it all manually and you get the most options. You should be able to get whatever look and feel that you like.
In each of the repeats you have you're button that selects all the documents underneath it. Now I'm a little unsure of the best way to "Select" the documents inside the repeat. My button would be a direct processing button. "Do This". And because I know what level it's on, using basically the same formula as the repeat control itself I can programmatically get a handle on all the documents in that category and then run whatever code I want.
My quick idea at least.
I have designed an InfoPath 2007 form and in the form there is a drop down list box with 5 names of ICT Focal Point persons. I want to design nintex workflow that is based on who ever is selected from my list, he/she will get a notification to approve the form NOT everyone in the list. In this case only selected person should get the request for approval message and then should approve or reject the request.
I now have some small idea on designing Approval workflow but i have no idea to accomplish this very task in my form.How can i do this. Any help?
Thanks
What you can do is just fill up the combobox with de display names of the users.
This way it's easier for nintex to get the right user.
Also make sure you allow users to edit the data of the combobox field or else the field won't be visible in your nintex designer.
In the approval action you only have to select the right item property.
In your case this will be the name of your combobox field.
Now publish the workflow to the library where you use the infopath form.
Make sure you use the right workflow settings. (when the workflow has to start)
The most efficient way to accomplish this is to use a variable in your workflow that represents the person that you want to assign the approval to. Assuming this workflow is activated when a form is submitted you would initialize this variable using a Build Dynamic String shape.
If the value of drop down is a promoted field you could read it as a list item. If it is not a promoted field you can read the value using XPATH.
You would then use a Request Approval shape setting the approver to the workflow variable.
i have a sharepoint list
with 2 users for examole (user A and user B)
i need a calculated field in the list items such that if user "A" created the item the field vaule will be "X" and if user "B" created the item fields value would be "Y"
but i couldnt use [created by] in the furmiula of the calculated field !! why is that ?!! and is there another way to do what i need to do ?!
If using Sharepoint Designer is an option you can create a workflow for that list. Set it to start when a new item is created -or- edited, use a condition of "If Created_By equals ..." and an action of "Set yourfield to yourvalue", then add an Else If branch and repeat. This will always override anything a user enters in "yourfield". Takes about 2 minutes to do all of this.
I believe you can create a text field that has the default value set to [Me] which should then be usable in a calculated field.
For more complicated formulae (i.e. anything with conditional logic), try creating an event handler for the content type (or doc library). This will allow you full control to set the fields to what you desire.
The field can be hidden from the user inside the edit screens.
Make sure use the STSDev from codeplex to setup the solution for deployment.