Check user belongs to a particular sharepoint group in sharepoint 2013 designer workflow

Hello, How to validate a user belongs to a particular sharepoint group in sharepoint designer 2013 workflow.

You can make a REST call from workflow to determine if a user belongs to a group.
REST API reference and samples
Calling the SharePoint 2013 Rest
API from a SharePoint Designer Workflow
This post is my own opinion and does not necessarily reflect the opinion or view of Slalom.

Similar Messages

Sharepoint 2013 designer workflow auto approve task after due date is passed

sharepoint 2013 designer workflow auto approve task after due date is passed.
Could we approve the task automatically once due date is apssed?
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint Lead

Hi Amit,
If your task is created by a workflow (first) and stored in a separate task list, you can create another workflow on this particular task list, then each workflow instance would check if current task is expired (not approved/rejected), then
determine if update current task's "Task Outcome" as approved (and update task status as complete), and then create a retention policy on this paricular task list to trigger the workflow on due date .
Thanks,
Daniel Yang
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]
Daniel Yang
TechNet Community Support

Update Column value after current item is Approved and then publish major version using Sharepoint 2013 designer workflow

Hi,
We have a requirement to update a column value once the item has been approved.
Following settings have been made in the publishing articles list:
Require content approval for submitted items : yes
Create major and minor (draft) versions
Who should see draft items in this document library? :Only users who can edit items
Require documents to be checked out before they can be edited? : yes
I have createdatu a Sharepoint 2013 workflow to check if Approval sts of current item = 0 i.e. Approved , then check out and update the item and finally checkin the item. Everything works fine till this point except that the minor version of the item is
checked in. Due to this the updated columns are not published to others.
Also, I created a Sharepoint 2010 workflow to SET CONTENT APPROVAL = APPROVED and started this workflow from my list workflow above, but the item does not get checked-in and always shows "In Progress" status with comment "The item is currently
locked for editing. Waiting for item to be checked in or for the lock to be released.".
Please let me know where I am missing out so that once the item is approved, column value gets updated and current item is still in Approved status.
Thanks

Hi,
According to your post, my understanding is that you want to update Column value after current item is Approved and then publish major version using Sharepoint 2013 designer workflow.
You will get into this kind of Catch-22 situation trying to set the Content Approval Status in SharePoint Designer workflow:
- You must check out the document before you can change the Content Approval Status
- You can't change the Content Approval Status once the document in checked out
Since you set the Require documents to be checked out before they can be edited=Yes, you will need to check out the document when run the workflow on the item. But you cannot approve a document when it is checked
out. So the logic in workflow conflicts.
As a workaround, you can use the Start Another Workflow action to start the normal Approval workflow on the document. The built-in Approval workflow can work with a document that’s not checked out.
The designer approval workflow also can work with a document that’s not checked out.
You can create two workflow using SharePoint Designer 2013.
First, create a SharePoint 2010 platform workflow.
Then, create a SharePoint 2013 platform workflow.
Then when the SharePoint 2013 platform workflow start, it will start the SharePoint 2010 platform workflow to set content approval status, then the SharePoint 2013 platform workflow will update current item value.
More information:
SharePoint Designer Workflow Content Approval Issue
SharePoint 2010 Approval Workflow with Content Approval
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Details: System.ArgumentException: AssignedTo at Microsoft.Activities.Hosting.Runtime.Subroutine,sharepoint 2013 designer workflow task cancellation

We are getting sharepoint 2013 designer workflow task cancellation only for a specific sharepoint user. Its working for other users.
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint Lead

Hi Amit,
Based on the error message, I recommend to check if the user with issue has user profile generated in User Profile Service Application.
Please also check the ULS log for detailed error message and a screenshot of the workflow steps for further research.
Thanks,
Victoria
Forum Support
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[email protected]
Victoria Xia
TechNet Community Support

Issue in sharepoint 2013 designer workflow kickoff

We are facing issues in sharepoint 2013 designer workflow kickoff. When we kick off custom designer workflow using AD user with contribute/approve access, sendemail from task does not send an email. When we kickoff using administrator account task in
the designer workflow sends an email. There seems to be multiple issues with kickoff. and it even does not give any error task gets created but send email does not work.
Another issue in another approach-
We are also not able to kickoff using one AD account which we are not login in everyday. If we kickoff using this account after 2/3 days kickoff says invalid state of object for that user. Once we login manually with that admin workflow kick off account
again kick off starts. We do not want to let current user kickoff the workflow.
In both cases we are using new AD import in sp2013 and sync is done every 5 minutes.
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint Lead

May be a permission issue, see whether the contributor has enough permission to participate in the workflow.
Also try to set Design permission to test and see whether that works.
Hope this helps!
Ram - SharePoint Architect
Blog - SharePointDeveloper.in
Please vote or mark your question answered, if the reply helps you

Custom sendemail in sharepoint 2013 designer workflow using dictionary object with email template from list

I am looking for custom sendemail in sharepoint 2013 designer workflow using dictionary object with email template from list
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint Lead

Hi Greetings.
pls check if it helps you.
http://msdn.microsoft.com/en-us/library/office/jj554504(v=office.15).aspx
Please remember to click 'Mark as Answer' on the answer if it helps you

Sharepoint 2013 designer workflow custom sendemail activity

Does anybody know sharepoint 2013 designer workflow custom sendemail activity. Current OOB sendemail action from designer workflow cancels the entire workflow when sendemail fails.
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint Lead

Hi Amit,
What error did you meet when you used the OOB ‘Send Email’ action?
I suggest you fix the error rather than creating a new workflow ‘Send Email’ activity.
Of course, you can also customize a workflow activity to send email, there are two acticles about creating a custom workflow activity for your reference:
http://msdn.microsoft.com/en-us/library/office/jj163911(v=office.15).aspx
http://www.sharepoint-reference.com/Blog/Lists/Posts/Post.aspx?ID=37
I hope this helps.
Thanks,
Wendy
Forum Support
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[email protected]
Wendy Li
TechNet Community Support

How to view and restore sharepoint 2013 designer workflows and how to redeploy with newer version to environments

how to view and restore sharepoint 2013 designer workflows and how to redeploy with newer version to environments
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint Lead

Hi,
In SharePoint Designer 2010, we could not save the workflow as a template directly except the reusable workflow.
However, in SharePoint Designer 2013, we can just save all the types workflow as a template, then you can import the workflow into the new environment.
http://blogs.msdn.com/b/workflows_for_product_catalogs/archive/2012/11/02/deploying-a-workflow-on-a-different-server.aspx
In SharePoint Designer 2013, every time we publish the workflow, we would get a newer version workflow, and the old workflow version would be overwritten.
So, when you deploy the workflow in the environment, the workflow would the newer version.
Thanks,
Jason
Forum Support
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[email protected]
Jason Guo
TechNet Community Support

User should not able to delete group in sharepoint

Hi,
I have a requirement like,
user added a document in CRM2011 and clicked on open sharepoint then he is redirecting to sharepoint.There if he clicks on manage permissions then all the groups inside the document he can see and delete also but perticular group he should not delete how
can i restrict user to delete the perticular group.
Thanks in advance.

Hi,
According to your post, my understanding is that you wanted to control particular user not to delete particular groups.
There is no out of the box way to accomplish this with SharePoint.
If you wanted to achieve this function, you should create some custom codes, there are some suggestions for your reference.
You can create a list to store the users and the matched groups with the users.
Then you should edit the user.aspx page with some custom code, invoke the list, make some conditions to determine whether the user has permission to remove the groups.
2. Another workaround is that you can create a time job for the particular groups, if the groups have been removed , then use the time job to recreate them.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Update Managed Metadata field in SharePoint 2013 Designer Workflow for O365

Hi Guys,
I need to update the managed metadata field in SharePoint Custom List using Workflow but its not working. I have also tried to use the HTTP WebService POST Operation but no luck.
Am doing this for a SharePoint Online (O365) Site.
Has anyone worked on something similar and was able to get it running ?
I saw a post to create a custom Workflow Activity but I don't have a choice to go with the custom code option.
http://patrickboom.wordpress.com/2013/07/23/workflow-activity-set-managed-metadata-column/
I was able to achieve this by creating a SP 2010 based Workflow for O365. Which means that it worked well with SP 2010.
Is there a different way to do it in 2013 ? I tried almost all options apart from creating custom Activity but nothing worked out.
Any help would be great.
Thanks,
Nutan
Nutan Sharma

Hi Nutan,
According to your description, my understanding is that you want to update Managed Metadata field with SharePoint 2013 Designer for SharePoint Online.
As far as I know, there is not an OOB action to achieve your requirement with SharePoint 2013 Designer for SharePoint 2013. Customizing a workflow action is a better option to achieve it. Why didn’t you customize a workflow action as Patrick’s blog?
In addition, please take a look at the article about Nintex workflow, check whether it is useful for you:
http://habaneroconsulting.com/insights/setting-managed-metadata-fields-in-a-nintex-workflow#.UykBSf6KDHo
As this issue is about SharePoint Online, I suggest you create a new thread on SharePoint Online forum:
http://social.technet.microsoft.com/Forums/en-US/home?forum=onlineservicessharepoint . More experts will assist you.
I hope this helps.
Thanks,
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

Send Email Summary using with SharePoint 2013 designer Workflow

Dear Friends,
please find the scenario below,and provide your solution for this.
1.SharePoint 2013 task list have 'N' number of tasks with Assigned to people.
2.Each task assigned to some person like Person 1 has Task 1 & Task 2 - Person 2 has Task 3 & Task 4.
3.In end of the day both the guys will get a single email alert with assigned tasks URL's.
I need a solution using with only SharePoint Designer 2013 workflow.
Please help me out.
Thanks in Advance :)
abbijohn

Hi Victoria,
I want configurable email template like below, this email template resides in emailmessages list.(configurable)
Hello
{CurrentItem:
CreatedBy},
Please
review and
approve {CurrentItem:
Title}</a>.
What I want is when I use this email message pulled up from email message list in designer workflow for actual list, it should replace CurrentItem:
Title with current item title.
But it does not work. The benefit of this approach
is if I want to change email content, I just goto emailmessages list and change the content and workflow will take it.
But it does not work and workflow takes
CurrentItem:
Title as text.
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint Lead

SharePoint 2013 Designer Workflows

I have created a new SharePoint custom workflow using Designer 2013. I have the conditions and actions working fine, I also am able to send emails using workflows. However the task process doesn't seem to work. I set up the workflow to update the Tasks lists
and published it. I used both existing tasks and tried with creating a new tasks list, but neither the task list is being updated nor the task email is being sent.
Note, I am receiving the emails when I assign an action within the workflow, also I receive the task emails when I use OOB workflows. I am not receiving emails only when using Designer Workflows. I tried OOB on the same library where I enabled designer workflow
and it is sending task emails and updating the task lists and history as well.
Any insight?
Thanks!

Hi ,
According to your description, my understanding is that you failed to update task list using SharePoint Designer workflow 2013.
For reproducing your issue, I create a designer workflow 2013 for a task list and try to update Due Date column. But it is working fine.
Could you provide more information about the steps of your workflow?
Also please have a look at the thread:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/88075158-7aff-4696-863e-c00b2b460efe/trouble-updating-task-in-sharepoint-designer-approval-workflow
Best Regards,
Eric
Eric Tao
TechNet Community Support

Check if a user belongs to specific SharePoint Group- using SharePoint Designer 2013/2010 Workflow

Hi there,
I am working on a SharePoint list and i would like users to be assigned permissions to items based on their groups.
I did look at using workflows but i couldnt find anything useful :(
Any tips or advice would be appreciated.
Cheers

Now that SP2013 workflows allow you to run web services, you could use REST/SOAP web service that, as I recall, allows you to enumerate a group for members:
http://yoursite/yourmanagedpath/yoursitecollection/yoursite/_vti_bin/usergroup.asmx
Do some reading on the GetUserCollectionFromGroup method and see if that doesn't get you what you are looking for...

Problems to restrict access to a page when the user belong to more than 1 group

I have realized that Dreamweaver on a coldfusion document only works fine when the user only belongs to a single group, this is because the code supplied by dreamweave when you use the option "Restrict access to a page" at "Server behaviors" it assumes that the user only have one group as you can see on this line created automaticly by dreamweaver:
<cfif MM_Username EQ "" OR MM_UserAuthorization EQ "" OR ListFind("admin",MM_UserAuthorization) EQ 0>
MM_UserAutorization has the value of the field assigned for the list of groups or levels, as you can see it could work if we reverse the parameters of the listfind function but the problem would be if we grant the access to more than one group because the sentence would be like this:
<cfif MM_Username EQ "" OR MM_UserAuthorization EQ "" OR ListFind("Admin,Manager",MM_UserAuthorization) EQ 0>
so both paramethers are lists therefore no user will get access to the page.
I am trying to make a work around to fix this problem but I don't know how to get the name of the page since the Application.cfc so I can validate the access to this page against tables on my database.
Does someone have a work around or a tip how to fix this problem?
Thanks in advance.
AG

Seems like you have a problem with your group names.ctxLdap.modifyAttributes(groupName,member);Ensure that the value of your variable groupName is a a valid distinguished name.
Note that an OU (organizationalUnit) is not a group. You do not add users to OU's, you create users in OU's.

Need help to create SharePoint 2013 Designer workflow

Hi TechNet Community Team,
I've one list "Purchase Order" where I'm storing the data for purchase order details below are
the fields.
List Name = Purchase Order
Order No, Order Date, Part No, Part Qty, Delivery Date, Delivery Qty, Balance Qty.
Now in above list I'm storing the Purchase order details to check Order Qty and Balance Qty for every part
no and this list is working fine.
Now my requirement is to create one more list to issue the Part No from available Balance Qty in above List "Purchase Order".
So I thought to create new list with below details (Please suggest me if you have other idea also I can use
only SharePoint OutofBox feature or SharePoint Designer 2013):-
List Name = "Issue Order"
Issue No, Part No, Balance Qty, Issue Qty, Issue Date, Remaining Balance Qty OR Stock Qty
So in List Name "Issue Order" once user will select "Part No" the "Balance Qty" will show the available Qty (from Purchase Order
List). And once he enter Qty in "Issue Qty" column it will show the remaining Qty in "Remaining Balance Qty OR Stock Qty" column.
Also "Remaining Balance Qty OR Stock Qty" will get update in "Balance Qty" column in first list "Purchase Order" list so next time
when user will issue the Qty from "Issue Order" he will get the correct Qty for Part No.
Need your help to create workflow for List "Issue Order" so user can issue the items from this list
and balance qty will update accordingly in List Name = Purchase Order. So next time when user will issue the "Part No" he will get correct quantity.

Hi,
For the Point# 1, per my understanding, there are two columns in the list2, both columns are getting values from list1. In List2, when user select a value for the
“Part No”, you want the “Balance Qty” column to be populated automatically.
As there is no such OOTB feature can meet this requirement, custom code using JavaScript would be required.
The two similar demos below would be helpful:
http://spservices.codeplex.com/wikipage?title=%24().SPServices.SPCascadeDropdowns
http://www.codeproject.com/Tips/758909/Two-Level-Cascading-Drop-Down-in-SharePoint-using
Best regards,
Patrick
Patrick Liang
TechNet Community Support

Check user belongs to a particular sharepoint group in sharepoint 2013 designer workflow

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