Display Full Name in SharePoint Designer Workflow Email

Hi!
    I want to Display Full Name of a User value from "Assigned to" column...
    When I use lookup on "Assigned to" column I get domain/username instead I want to display John Smith (Full Name)...
    Is there a way to do that within SharePoint Designer...

Hi,
Even I am facing the exactly similar issue as Ashish. Also I don’t have Central Administration access :(
But I was just wondering, is there any way to extract the proper name in FName and LName format using user profile details option?
I mean on the top-right section on sharepoint site you can see “Welcome username” section. On this you can select “My
settings” option where you can see a form with user details including Name field (e.g. Sachin Dubey) and Account field (e.g. CompanyName/Dubey.s.4).
In our case the workflow takes “Account” field instead of “Name” field so can we make any settings from the workflow
or sharepoint front-end so that it takes Name field.
Help is much appreciated.
Sachin D Sharepoint Developer

Similar Messages

Bug? - SharePoint Designer workflow email to a person field - combines two emails to create an invalid email

Hi there,
In my SharePoint 2010 Custom List - I have a SharePoint Designer workflow that sends emails to a Person Type column called "Notify". However when I type several users here in NewForm.aspx in Notify field - two of the users do NOT get email. On
checking logs it so turns out that email is being sent to: [email protected]; [email protected]@c.com; [email protected]; [email protected];
Now the bold text above is an invalid email address (without the semi colon between two users) and user2 and user3 do NOT get any email.
The way it is implemented in SharePoint Designer workflow is pretty straightforward - see Notify field below.
Any help will be appreciated on how to fix this? This seems to be an SPD bug?
Thanks.

Hi,
According to your post, my understanding is that you wanted to send email to a person field.
I try to reproduce the issue, however, I can send email to five people correctly.
I recommend to create workflow as below:
Then when you open the email, you can find that it cc to five users.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

SharePoint Designer workflow emails sometimes fail to send

Hi. I have had no luck following this up with support so posting to this group for visibility in the SharePoint Online team :)
I have built a SharePoint Designer workflow that sends a notification email when a new item is created on a list. Generally this works fine, but about 20% of the time I find that the email fails to send. I get this error message reported by the workflow:
The e-mail message cannot be sent. Make sure the outgoing e-mail settings for the server are configured correctly.
After some research I thought this was due to me using a SharePoint Online Group in the To field: so I changed the To field to a hard coded email address... but I still got the same problem periodically.
There is definitely something odd going on within the guts of SharePoint Online. Please can someone investigate this?
Thanks,
MylesCatch me on Twitter

Hello Myles,
Custom workflows are currently unsupported by Microsoft Online, however I am not sure why you are using a workflow to send a email notification when a new item is created as an alert can be setup to achieve this.
If this information is not helpful, and find no resolution, you should consider these resources as well:
http://office.microsoft.com/en-us/sharepointdesigner/FX100646991033.aspx Designer help
http://blogs.msdn.com/sharepointdesigner/default.aspx Designer blog
Hope this helps,
Justin Bakelaar – BPOS Support

Retrieve Approver Name in SHarePoint Designer workflow

Hi,
I have created a sharepoint designer approval workflow which is assigned to a sharepoint group. Anyone from that group can approve task.I am trying to update a column in list with approver's name but I am getting item creater's name. I have used the following
actions to get Approver's name but none of them giving Approver's name, all are them giving Item creater's name only.
1. Workflow Context: Current User
2. Current Item : Modified By
3. Task Process: Item Modified By
Can anybody help me out to resolve this issue?
Thank you,
AA.

Hi AA,
As I understand, you created an approval workflow and assigned it to multiple accounts. And you would like to get approver’s name in the workflow.
I tested the issue via creating an approval workflow and assigned it to everyone, then I logged in as another account and approved the task. When I accessed workflow history list via
http://sitename/Lists/Workflow%20History/AllItems.aspx . I found approver’s name in one of the items. Then I returned to Approval task, and found out that [%Current Task:Modified By%] stored
the approver’s name.
You could use [%Current Task:Modified By%] parameter to get approver’s name. Please go to
Approval process in your workflow and change the behavior of a single task, then you could get it per the reference below. If you would like to use it in workflow, you could set a workflow variable to it and use the workflow variable.
Regards,
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected] .
Rebecca Tu
TechNet Community Support

Sharepoint Designer Workflow - Send an Email that displays Item Changes

Hi,
I have set up a Sharepoint Designer Workflow that sends an email to the Owner of an item (designated by a column in my list) whenver that item is changed by another user. The workflow looks like this:
If Current Item:Modified by not equals Current Item:Primary Owner
Email Primary Owner
This is set to occur whenever an item is modified.
I would like the email to show what changes were made to the item, similar to how Sharepoint's notifications work. It should show what the field that was changed to trigger the notification contains currently and what it contained previous to the change.
Any help is much appreciated.

hi,
out of box there is no option available. But you can implement a solution.
Create a hidden field as multiple line of text. Make it a hidden field so that user cannot enter into this field.
When ever a workflow start check if this field is empty that means item is create now using string manipulation in workflow concatenate the meta data in one workflow variable and save it in this hidden field.
whenevre a workflow is start if hidden field is not empty it means this is an update item scenerio and than you
can have read old values from this field and you have new values in item metadat. format email to get diff.
send email upadte the hidden field again with new meta data.
Whenever you see a reply and if you think is helpful,Vote As Helpful! And whenever you see a reply being an answer to the question of the thread, click Mark As Answer

SharePoint Designer Workflow to email multiple recipients listed in a custom list

Hi all,
I created a workflow in designer attached to a form library. I also have a custom list "Admins" containing names of persons that serves a different purpose but would also like to be used as recipients for the workflow email everytime a new item in the
form library is created.
I have been searching the net and tried out few work arounds but so far able to send to only one person in the "Admins" list. The list has a column "Admin Name" which is of type "Person or Group".
Thanks in advance!

You will not be able to do this specific task with SharePoint Designer workflows. Like you stated, it can only target a specific value, based on the value in anoter column. The easiest work-around would be to create a SharePoint security group
that contains the users, then target that group in the Send Email action. Just make sure that the group is configured for membership to be visible by all users. I know it is not ideal to manage information twice, but this is a limitation of SharePoint
Designer.Chris Caravajal MCTS SharePoint911 Consulting & Support Services

How to send emails to Multiple Users from a Single People Picker lookup field using Sharepoint designer workflow

Hi All,
I am working with SharePoint 2013 designer workflow. we are using office 365.
Our requirement to send email to multiple users, get the user groups from lookup list people and groups column.
But SP designer sending emails to the first user alone.
Please guide me to proceed.
Advance Thanks.
Regards
Jenkins NS
Thanks and Regards Jenkins

finally I got a solution
Identified a workaround to solve the issue using SharePoint designer.
Step 1
Create a lookup list Example department
Columns
Title (by default) – Single line of text
Users – Person or Group
Emails – Multiple lines of text
hidden the Emails column (go to content type and set the column as hidden)
Create a SharePoint designer Workflow
Start Workflow automatically when an item is created
Also Start Workflow automatically when an item is changed
Workflow Stage 1
Set Emails to current Item: Users
The workflow will get all users email ids and add in the Emails column delimiter as semicolon.
Step 2
Create a custom list to get the email ids and send email
Create a lookup column ex: analysis and refer department list, Allow multiple values
Then Create a SharePoint designer workflow
full details workflow steps please follow below
URL
http://jenkinsblogs.com/2015/04/30/how-to-send-emails-to-multiple-users-from-lookup-list-people-picker-field-using-sharepoint-designer-workflow/
Thanks and Regards Jenkins

SharePoint Designer workflow - date display and number ;# signs.

Hi,
I have created a SharePoint Designer workflow with customized email messages sent to specified people.
I've got tow questions:
1) In the email message there are lookups for date.The date is displayed in mm/dd/yyyy format and I would like to change it into dd/mm/yyyy. Is that possible?
2) In the email messages there are lookups for a value from a list. the values are displayed with a number ; and # signs. For example 1;#PortfolioA 2;#Portfolio2. How can I eliminate the number,; and # signs and have the portfolio displayed only as
'PortfolioA"?
I will be grateful for any suggestion.
Thank you.
Jowita

Hi Jowita,
For the Date&Time column, you can create an additional column using Calculated type, and set the formula is: =TEXT([Date],"dd/mm/yyyy"), then when you design the email body in workflow, you can use the calculated column instead of the
original date column.
For the Lookup column, when you add it into the email body, you can set it returns field as “Lookup Value(as Text)”, like the screenshot:
Thanks,
Wendy
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

SharePoint Designer Workflow - Unable to use ProjectUID in Emails

Hello Everyone,
I have a SharePoint Designer workflow running smoothly. The client now has a requirement where every email should link to the project's PDP page.
I can do this by stitching a URL together like this:
But when my workflow gets to this email, it fails with a status of Suspended (and the error below).
RequestorId: 8df1cbcb-fc04-dc9f-0000-000000000000. Details: RequestorId: 8df1cbcb-fc04-dc9f-0000-000000000000. Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.ApplicationException: HTTP 403
{"error":{"code":"35120, Microsoft.ProjectServer.PJClientCallableException","message":{"lang":"en-US","value":"WorkflowActivityInvalidArgument"}}} {"Transfer-Encoding":["chunked"],"X-SharePointHealthScore":["0"],"SPClientServiceRequestDuration":["276"],"SPRequestGuid":["8df1cbcb-fc04-dc9f-b9ff-b373c077c4f0"],"request-id":["8df1cbcb-fc04-dc9f-b9ff-b373c077c4f0"],"X-FRAME-OPTIONS":["SAMEORIGIN"],"MicrosoftSharePointTeamServices":["15.0.0.4517"],"X-Content-Type-Options":["nosniff"],"X-MS-InvokeApp":["1;
RequireReadOnly"],"Cache-Control":["max-age=0, private"],"Date":["Tue, 11 Feb 2014 20:48:48 GMT"],"Server":["Microsoft-IIS\/7.5"],"X-AspNet-Version":["4.0.30319"],"X-Powered-By":["ASP.NET"]}
at Microsoft.Activities.Hosting.Runtime.Subroutine.SubroutineChild.Execute(CodeActivityContext context) at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
I have even tried sending an email with nothing but the ProjectUID and it still fails with this message, so I know that this variable is the issue.
I have this issue on multiple environments and multiple servers, I cannot believe I couldn't find anyone else having this issue while researching.
Does anyone have any clue as to what is happening? Isn't this happening for you as well?
120811049008

Hello Paul,
This seems to be a bug and supposed to be fix in December 2013 CU. Please review the below thread
http://social.technet.microsoft.com/Forums/ie/en-US/71829125-09de-4094-9a0d-d9740aa73348/error-workflow-project-server-2013
Hope this helps.
Thank you,
Kiran K.

MS SharePoint 2010 Designer Workflow Email - Enhanced Rich Text Field look-up values on HTML email have large spaces

MS InfoPath 2010 form with RTF (Rich Text Fields)
MS SharePoint 2010 Custom Library
MS SharePoint 2010 Designer Workflow Send Email
http://office.microsoft.com/en-us/sharepoint-designer-help/send-e-mail-in-a-workflow-HA010239042.aspx
https://www.nothingbutsharepoint.com/sites/eusp/pages/creating-html-emails-with-spd-workflows.aspx
Hi all of the above work, our question is how to control the RTF (Rich Text Field) look up values to the InfoPath 2010 form in the HTML email?
How to FORMAT the RTF look up value? in the HTML email
EXAMPLE
we have a InfoPath 2010 form published in the SharePoint 2010 custom list library there are 5 RTF fields (Notes1, Notes2, Notes3, Notes4, Notes5) there are other plain text fields, date fields, and other field types in the form
We use a HTML table to make the email look like the InfoPath form, so when the users fill out the form and they get the email notification everything looks the same.
Our problem is the EXTRA LINE SPACE in the RTF look up values
We want to remove any leading spaces, and line spaces between HTML table cells
Our Workflow has the HTML in a Workflow variable, as you know it does not support remote CSS it has to be in-line style for any formatting we want all cells to have
valign="top" the email should align at the top of the cell, all field types do except the RTF look up values they make the email look bad and they contain a lot of white space.
Please test this in your enviroment
<table>
<tr><td>Title:</td><td>[%Current Item:Title%]</td><td>[%Current Item:Notes1%]</td></tr>
<tr><td>Created by:</td><td>[%Current Item:CreatedBy%]</td><td>[%Current Item:Notes2%]</td></tr>
<tr><td>Date Created:</td><td>[%Current Item:Created%]</td><td>[%Current Item:Notes3%]</td></tr>
<tr><td>Modified by:</td><td>[%Current Item:ModifiedBy%]</td><td>[%Current Item:Notes4%]</td></tr>
<tr><td>Date Modified:</td><td>[%Current Item:Modified%]</td><td>[%Current Item:Notes5%]</td></tr>
</table>
I could not update the question below to the proper forum section. that is why i am asking again.
http://social.technet.microsoft.com/Forums/en-US/a7918bfb-9166-4bdb-828c-132a0c7611e3/ms-sharepoint-2010-designer-workflow-emails-huge-lines-paces-in-rich-text-fields-values-from-ms?forum=sharepointcustomization
-Isaack

Hi IssackB,
perhaps you may try this article:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/f8fa2a11-9f74-4dd2-b277-21ce872fdcb2/can-we-add-rich-text-editor-to-the-sharepoint-designer-2010-workflow?forum=sharepointcustomizationprevious
there are some notes that perhaps you may check:
Use the same font for all the controls to ensure consistent spacing between rows.
Choose Size from the Format menu, and then choose To Fit from the menu that appears. This adjusts the size of each control, depending on the font set for the data that appears
in the control.
NOTE: The Print Preview and Output To commands use different algorithms for calculating text width; therefore, the text may occupy more or less
space in the RTF file.
Reduce the amount of blank space above and below the report controls. Any vertical
space between the controls is converted to whole lines
in the RTF file. For example, a
space of .02 inches can increase to .1667 inches in the
RTF file.
Make sure controls on the same output row are not too close to each other or overlapping. This can cause the Output To command to omit the controls or to align the columns incorrectly
in the RTF file.
Use the Align command from the Format menu to ensure that a row of controls is aligned properly on the report. If a row of controls is not aligned properly, the Output To command may place the controls
in different rows, causing extra blank
spacein the RTF file.
and please have a check there are updates for exchange 2013 and will be available with the upcoming release of CU4 for Exchange 2013, that stated the format rtf was saved instead HTML. http://support.microsoft.com/kb/2862739/en-us
Regards,
Aries
Microsoft Online Community Support
Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

Cannot set the email from address (reply-to) in SharePoint Designer workflow

I have created several workflows for custom lists. Among other actions, they send out emails. It appears however, that they all use the same from-address. I would like to supply each of these workflows with different reply-to addresses.
Can I do that? After a lot of searching it appears that the only way is to create separate Web Applications, since the reply-to address is set on Web Application level. But that would require several extra web applications in my case, which again need their own site collections and sites.
I really, really miss a "From" field in the SharePoint Designer workflow "Send e-mail" action.
Best regards, Jan.

Hi,
I think it is not possible out of the box. Have a look at the "Send email extended" custom SPD workflow activity (http://www.codeplex.com/SPDActivities ). As per the website "Send email extended - Enhanced version of the OOTB activity. Allow you to specify the sender. Also does not break links in body."
Hope it helps.
Xue-Mei Chang

When building a vacation leave holiday system using SharePoint Foundation 2010 and SharePoint Designer workflows how can I add half day functionality?

Hi,
I have built a vacation leave holiday system for SharePoint Foundation 2010 using SharePoint Designer workflows and Javascript. Everything works perfectly but I'm struggling to design a solution for users to specify half day requests that span over dates
greater than 1 day, i.e. my half day solution works but only when the start and end date are the same. How would I change the user interface to allow users to choose which day they want the half day to be requested when the vacation leave holiday request is
from, say, 6th - 10th Jan 2014?
Thanks.

Hi ,
I have a test on my machine with a custom approval workflow and it can work normally .Here are the detailed steps :
1.
Open the site in SharePoint Designer .Create a workflow to associate with the document library .Set the workflow to start when an item is created and when an item is changed
.Also allow the workflow to start manually .
2.
Choose ‘Collect Data from a user’ .
3.
Click on the data and give a name to the Task created .
4.
Define the custom form field name as ‘Approve ?’ .Set the information type as Choice .
5.
Set the choices as ‘Approve’ and ’Reject’ .Display as Checkboxes .Uncheck the ‘Allow fill-in values’ and ‘Allow blank values’
.Click finish to save .
6.
Click on users and add the users who will approve the documents .
7.
Keep the output to variable as collect .
8.
Add a new step .Choose ‘If any value equals value ’ .Set the any value ‘Data source’ as workflow variables and parameters .Set the ‘Field
from source’ as Variable: collect .
9.
Set the value behind ‘equals ’ as ‘Approve’ .
10.
Add a new action ‘Update list item ’ .Set the item as current item .Add the field Approval status as Approved .
11.
Add an Else-if branch to update the Approval status as Rejected .
12.
Publish the workflow and test in your site .
Thanks,
Entan Ming

Updating a title column in list that is a lookup column to document library in sharepoint designer workflow 2010

Hi I have a requirement to create a list item in Contracts List when a document is uploaded in Contracts Vendor library.
Contracts List will
have columns - Contract Name ( title column), Contract Number, Contract Start date and end date.
Contracts Vendor library will have Contract
Name,Contract NUmber.
User will select the Contract Name from drop down ( this is look up column linked to Contract Name in Contract
List).When user uploads document in Contract Vendor library then item should be created in Contract List with selected Contract Name and
Contract number .
Contracts and Contracts Vendor are related by look up Contract Name. Contract Name is internally a title column in
Contracts List.
Issue1 :
Since Contract number is look up column, while I am creating item the Contract name is not getting updated in
Contracts List. I have to use sharepoint designer workflow to achieve this task. Title colum or Contract Name shows no title.
Issue 2:
One
more issue I am facing is that Contracts List has Section and Division cascaded drop downs when i select values from section and division
dropdowns and save item in Contracts list the values are getting saved in Contract List.
Could anyone suggest me how to handle this ? I am
attaching the screenshots of the list and library structure. TRuly appreciate your help.
Below are screenshots of the list structure

Hi,
According to your post, my understanding is that you wanted to update a title column in list that is a lookup column to document library in sharepoint designer workflow 2010.
I try to reproduce the issues as follows:
Create a custom list named Contracts List, add columns: Contract Name ( title column), Contract Number(Number), Contract Start date(Data and Time) and Contract End date (Data and Time).
Create a document library named Contracts Vendor library, add columns: Contract Name(Lookup), Contract NUmber(Lookup).
Create a workflow associated to the Contracts Vendor library.
Add action: Create List Item.
   5. Start the workflow automatically when an item is created.
   6. Upload a document, select the Contract Name and Contract NUmber, the workflow will be started automatically.
   7. Open the Contracts List, an item will be added with the Contract Name and Contract Number in the Contracts Vendor library.
Thank you for your understanding.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

SP 2013 - Use PowerShell to Deploy, Activate and Associate a SharePoint Designer Workflow

Hello Community!
I'm using SP 2013 Enterprise and I need to use PowerShell to deploy a reusable SharePoint Designer Workflow to the solution gallery, activate it, activate the workflow feature, and then associate the workflow to a list and or library. Has anyone done
this before and if so please provide guidance and code examples.
Thanks!
Tom
Tom Molskow - Senior SharePoint Architect - Microsoft Community Contributor 2011 and 2012 Award -
Linked-In - SharePoint Gypsy

Hi Tom,
Below are the links might help, please check:
Lists the Windows PowerShell cmdlets that you can use to manage workflows in a SharePoint 2013 farm.
http://technet.microsoft.com/en-us/library/ee906558(v=office.15).aspx
Series of articles written by Sahil Malik about SharePoint 2013 workflow
http://www.codemag.com/Article/1301021
http://www.codemag.com/Article/1304021
SharePoint 2013: How to Schedule a PowerShell Script to Run Automatically
http://www.proactivespeaks.com/2013/07/30/sharepoint-2013-how-to-schedule-a-powershell-script-to-run-automatically/
Similar threads:
http://stackoverflow.com/questions/15045189/how-to-start-workflow-2013-from-powershell
http://sharepoint.stackexchange.com/questions/65555/deploying-workflow-wsp-as-sandbox-solution
http://sharepoint.stackexchange.com/questions/89312/launch-sharepoint-2013-workflow-w-javascript
Regards,
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected] .
Rebecca Tu
TechNet Community Support

How to find item is updating in Sharepoint designer workflow?

Is there anyway we can get when list item updating in sharepoint designer workflow?. I have status ="New" it is need to send only one time when new item created.
But now it is sending emails when item is updating with status="New". So I want check if it is new then only check status="New" and send email. otherwise No.
ItsMeSri SP 2013 Foundation

Hi ,
According to your description, my understanding is that you want to send email in workflow only when the item is created and the status is New.
For this issue, I suggest you create a new Yes/No column called “Edited”, and set the default value to No. When you edit it after creation, change the column to Yes.
You can set the workflow like the screenshot:
Best Regards,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support

Display Full Name in SharePoint Designer Workflow Email

Similar Messages

Maybe you are looking for