Create document using SharePoint Designer workflow

I am using SharePoint Online (2013 version) and SharePoint Designer 2013. I have tried to create a document library using "Create Item in List" action. A word document is created after the workflow executes, but the created document is corrupt.
It doesn't open in Word Web App. When I open it using Word, it shows a blank page.
I have some library columns inserted as quickparts in the template (tried both docx and dotx), but none of that appears in the document created by the workflow.
Has anyone tried this successfully? Please share your experiences.
Rajesh Elumalai

After migrating from 2010 to 2013 i too have ran into this issue. The 'create list item' action does not appear to work. Documents are created but cannot be opened
"No details Found" is the error message when opening the document. I have tried this on several Farms all with the same issue. Appears to be a bug running 2010 workflows in 2013.

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Copy ID from one library to list using sharepoint designer workflow 2013

Hello,
I am new In SharePoint Designer workflow.
I want to copy ID [by default] from one SharePoint Library to SharePoint List by using SharePoint Designer workflow 2013.
So Please provide me any solution on it.
Thanks,
Samadhan.

Hi Bjorn,
Please create a workflow based on SharePoint 2010 platform, there is OOB action "Copy List Item" which can copy attachment to another list.
Then use "Update List Item" action to update fields value for the new item. In this action, we could use Item title to locate the newly created item. For your reference：
However, we cannot make this workflow to start automatically. As workaround, we could use SharePoint Designer to create a Custom Action in the Source List and initiate the workflow. In my test, I created a Custom Action in the type of List Item Menu. Then
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Rebecca Tu
TechNet Community Support
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How to send emails to Multiple Users from a Single People Picker lookup field using Sharepoint designer workflow

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I am working with SharePoint 2013 designer workflow. we are using office 365.
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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
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Users – Person or Group
Emails – Multiple lines of text
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URL
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Hi Guys,
I am not sure if there is any way to Edit properties of Excel Web Access WebPart using SharePoint Designer Workflow. I want to change workbook source of a web part on specific date.
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Hi,
Per my knowledge, we can't achieve your requirement using SharePoint Designer Workflow.
We have to use custom code to achieve it. The following articles for your reference:
How to: Work with Web Parts on a Page Using JavaScript
http://msdn.microsoft.com/en-us/library/office/hh185010(v=office.14).aspx
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http://nikpatel.net/2010/11/04/programmatically-update-the-sharepoint-web-part-properties-on-site-pages/
ExcelWebRenderer class
http://msdn.microsoft.com/en-us/library/microsoft.office.excel.webui.excelwebrenderer(v=office.15).aspx
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Hello All,
I am facing Problem in SharePoint Designer Workflow. The Problem is that while replacing some subtstring with Space from a string which contains item like {Test, Test, Test, Test}, It replaces all items.
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Vivek Kumar Pandey

Have you tried to use Regular Expressions instead of Replace?
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Routing documents using SharePoint Online workflows

Hello,
I am trying to design a workflow for SharePoint Online, but have run into a few problems. Basically I need the workflow to work as follows:
1. User submits a document (which is already in a Document Library in SharePoint) to a designated Supervisor for Approval
2. Supervisor receives an email that a document is ready for approval. After reviewing:
a. If Supervisor rejects, the document remains in the original folder
b. If Supervisor approves, the document is automatically moved to a new folder named "Approved" within that same Document Library
I thought there would be a template in SharePoint Online that would offer these features (i.e. the Publishing Approval workflow template I am currently trying to use), but I can't seem to enable an option to have the file automatically directed to an
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Please note - each user has their own "Approval" folder. So, if possible, I would need to apply this as a template to each user and specify the path of the Approval workflow for each user.
I really appreciate any suggestions or advice you could provide.

Hi,
You can create a SharePoint Designer approval workflow to achieve this requirement. In the workflow, on approval, add a step to copy the file to your target location. The following link demonstrates the use of Copy functionality in SharePoint Designer
2013.
http://cypher19.wordpress.com/workflow-copy-document-from-one-library-to-another/
Narahari
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Need site url instead of computer name in link sent by email using sharepoint designer workflow

Hello,
We are sending email to view item of a document library using below syntax : [%Current Item:Created By%] on
[%Current
Item:Modified%].
When trying to click from inbox , it is displaying link :
http://servername/sites/site1/doclib/abc.xml where as site name has been given as
http://test.com
So we need to display as http://test.com/sites/doclib/abc.xml.
So if we migrate this site to another server with same name, so wont make any issue about workflow.
Please guide.
Thanking in advance.
Regards,
Jayashri

the built-in emails from SharePoint (alerts, etc) build the URL using the Default Zone in the webapp's AAMs... sounds like you just need to update the AAMs to the DNS names that you *want* to use.
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www.sbrickey.com
Strategic Data Systems - for all your SharePoint needs

Append Lookup Column Values using SharePoint Designer Workflow

Hi all,
I can set the value of a lookup column using number;#itemname (ex. 1;#MyValue), but I need to add a value to a lookup column that has existing values. I have tried setting the lookup column to the current value plus the new value, but it fails. Please assist.
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Kelly
Personal Blog: http://thebitsthatbyte.com

This would fail because when using a lookup, that value must exist. The lookup creates a reference and if it can't find the reference in the list it's looking up to, it will fail. If you want to set it to something that is not in that list, then you'd
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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

How to see/use Target Audience column in SharePoint Designer Workflow (SharePoint 2013 Online, Designer Workflow)

Hello,
I'm attempting to use use the Target Audiences field in a SPD 2013 workflow, in this case just attempting to log the value to history for testing purposes. This is failing saying the column does not exist.
I enabled Audience Targeting on the list then create a simple workflow to log the value to history when the item changes.
I change an item and the workflow starts, but when it gets to any action looking at "Current Item:Target Audiences" it stops and says:
HTTP BadRequest to <site url>/_api/web/lists(guid'XXXXXXXX')/Items(4)?%24select=ID%2CTarget_x0020_Audiences
The field or property 'Target_x0020_Audiences' does not exist.
But it does. It is listed in the list setting and enabled for the content type.
I ran the listed API through an API program and sure enough, Target Audience is not listed in the results object.
I'm 99% sure I've enabled this and that the field is present and the workflow is valid. I ran the same situation on two lists to ensure it wasn't a hiccup, same results.
Is this a know issue? I couldn't find anything obvious online saying you cannot see this field via workflow, most of what i found said this would work.
Thanks an advance for any input.

Thanks so much Lisa, for the clarification.
I understand what you have explained, and have seen several similar explanations that have lead to my confusion. Can you elaborate a bit, maybe for the sake of future information seekers?
I understand that audiences can be defined using the rules operations in Central Admin, but it seems another standard function is to just directly assign existing SharePoint groups. I think this is what you mean above, but this is also the point of
my misunderstanding.
In this particular setup I have only used existing SharePoint groups with no audiences defined in Central Admin. List Item A has a target audience of SharePoint group X, just that simple of a setup.
Assuming the above is valid, I would then like to see or alter the groups via SPD workflow.
Based on the following posts, I was under the impression this may be possible (but obviously not fully clear and thus I posted this):
https://social.msdn.microsoft.com/Forums/sharepoint/en-US/5eb984ba-55a3-4da7-a904-c34b2fece84c/how-do-i-set-the-target-audience-using-sharepoint-designer-workflow
http://www.sharepoint-tips.com/2011/01/setting-target-audiences-with-code.html
(sorry about lack of links, my account must still require verification)
So in SPD, I set a simple action such as "Log Current Item:Target Audience to history" (note the I am able to select target audience in SPD like any other field with no errors). At this point I am assuming everything is valid as SPD is treating
the field like any other string field. When executed the error in the above post comes up.
So to confirm your explanation, this is not supported? Even though the field is available for selection by design, it is not capable of use and known to produce errors in all cases of its use? The first post above is 100% wrong and you cannot
use SPD to set/view the target audience field? The second post is also wrong as it seems to present the fields as available for alteration using string concatenation?
If in fact the field is present by design, but also impossible to use by design, is this potentially a bug as the field is not supposed to be available if it will always produce the error when used with no error in SPD during compile?
Thank you again for the reply and I hope we might be able to provide a rock solid answer to this for future seekers.

Create List Item using SharePoint 2010 Workflow

Hello everyone.
I found in youtube video using SP Employee Onboarding Web Part, idea is quite simple and powerful. But this web part available only in SP 2013, and I use 2010. So I wanted to develop my own version.
Questions is:
I have 2 lists Employee OnBoards (list contains data about new employee) and Employee OnBoards Tasks (list contains approval task). Where field Employee Name from Employee OnBoards list is lookup field in Employee OnBoards Tasks list.
I need emplement next:
When new Item created in Employee OnBoards list, it should copy Employee Name value to the Name field of the Employee OnBoards Tasks list.
I hope I explained understandable.
Thanks.

Hi Azamat,
This you can do by using SharePoint Designer workflow.
Create a sharepoint designer workflow and invoke that when new item will create in the list Employee
OnBoards.
then use Copy List item action to copy employee name to employee on board task list.
Below link will help you how to use copy list item action in a workflow.
http://blogs.salmanghani.info/copy-item-workflow-using-sharepoint-designer-2010/
Hope this will help you.
Regards
Soni K

When a task expires is not triggered in SharePoint designer workflow

Hi all,
I am using sharepoint designer workflow for document approval and the tasks are assigned in serial.. but the when a task expires event is not triggered.. I have set due date for the task process but still it is not triggered.. Can anyone tell me how
to resolve this issue..
I am using this option to escalate the task to the next approver if it is not completed within the specific duration.. Can anyone tell me if there is any alternative way to do this..

Hi ,
I understand that when a task expires ,the workflow doesn’t create the tasks for next approval .This is how serial tasks works .You
need to complete the first task first before the next task is generated .So you can add actions by change the behavior of a single task .
Open the workflow in SharePoint Designer .Click Approval(1) to modify the approval process .
Choose ‘Change the behavior of a single task ’ on next page .Find the ‘When a task expires ’ section .
Add actions like ‘Rescind task’ (this action completes the task without an outcome) ,’Reassign Task’(reassign current task to another people ), ‘escalate task ’(escalate current task to manager) .
In this way ,the current task is whether completed or reassigned for completion ,then the next task will be created after current task is completed .
For more information about this task action ,please refer to this site:
Workflow actions in SharePoint Designer 2010: A quick reference guide :
http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx
Thanks
Entan Ming
TechNet Community Support

Can we have approve/reject action button in email sent using SharePoint designer or do we need to custom code it?

Hello,
for particular item approval, when user receives an email, can email contain button of approve/reject or if user just replies to that mail using one word "Approve/Reject", so that item value should get updated in list and also get approved.
Is it possible using SharePoint designer workflow or custom code workflow or Nintex workflow?
Please guide.
Thanking you in advance.
Regards,
Jayashri

Follow these steps:
You can create custom page with code to approve/reject item.
Then you should pass item id (and other information if needed) in a query string.
In a workflow you can generate a link to the created page and add it to email body.
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How to send the folder url using SharePoint Designer WF??

Hi,
i am trying to send the folder url as a email link using SharePoint designer workflow. i already created the WF which is sending the item url attaching with email. is there anyway i can add folder url too, so that once user will click they can see all the
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Thanks

I think you've got a quote in the wrong place, but you're close.
Do a 'set workflow variable', and create a new one called whatever - this one was called link
Add that variable to your email:
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Robin

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