Creating Globally Reusable 2013 Workflows on SharePoint Designer 2013
I'd like to create a workflow for a list in an application I downloaded from the Office store. The option I have is to create a globally reusable workflow which I can then use on the applications list. How can I create a globally reusable 2013 workflow,
simply, what is the process of creating a globally reusable 2013 workflow on SharePoint designer 2013?
Thanks Margriet, I'm actually using SPD 2013. When I select the "Workflows" node on SPD, I only get List Workflow, Reusable Workflow and Site Workflow options on the ribbon. I tried using Reusable Workflow but it doesn't create one that is "Globally Reusable".
What I'm trying to do is to create a workflow which I can activate for a site collection so I can attache it to a list in an application I downloaded from Office Store. A reusable workflow such as the one I got from the Reusable Workflow option on the ribbon
doesn't work.
Similar Messages
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Not able to import visio 2013 workflow in sharepoint designer 2013
Hi,
I have installed SharePoint 2013 trial version. I have designed a workflow in Visio 2013. Now trying to import that Visio workflow in Sharepoint Designer, but import option is only enable for 2010 Visio workflow. I have installed workflow Manager 1.0
and Bus services also, but it is not working.Hi Vikas,
Do you have SharePoint Workflow 2013 option in Platform Type dropdown list?
Please check if you have configure Workflow 2013 for your SharePoint environment.
http://social.msdn.microsoft.com/Forums/sharepoint/es-ES/f32fd648-8372-412d-b749-38dbe8f8a15c/sharepoint-designer-2013-workflow-import-visio-2013-diagram-greyed-out?forum=sharepointcustomization
http://social.technet.microsoft.com/Forums/sharepoint/en-US/81333cad-c11e-4f75-9a06-7229c0eadd02/spd-2013-workflow-import-from-visio-2013-greyed-out?forum=sharepointgeneral
http://msdn.microsoft.com/en-us/library/jj658588.aspx
Thanks
Daniel Yang
TechNet Community Support -
Error while saving list workflow in sharepoint designer 2013
Hi,
I am trying to create custom workflow using sharepoint workflow 2013 at client side.While i am saving this,it thowas error-"Server side activities have been updated.you need to restart sharepoint designer to use the updated version
of activites"
I have installed 32-bit sharepoint designer 2013 in my system and i have no access to server.
I have also followed the solution and deleted the contents in the below location.
<user profile>\appdata\roaming\microsoft\SharePoint Designer\ProxyAssemblyCache
<user profile>\appdata\local\microsoft\websitecache\<sitename>
Please help to solve the error.
Thank youYou need to install updated version of SharePoint designer.
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/f255f4b4-1828-4ccb-983a-5efbf0e020ae/sharepoint-designer-2013-server-side-activties-have-been-updated-prompt?forum=sharepointcustomization
Try below:
http://stackoverflow.com/questions/19652391/error-while-saving-a-workflow-via-sharepoint-designer-server-side-activities-ha -
Guide or Information to Create State Machine workflow on SharePoint Designer 2013
Hi All,
I am currently working on a workflow that requires 5 approvers who can approve, reject or review and submit again.
In a situation where an approval is given, the flow goes to the next approver.
Where it is Review and Submit Again, the control is transferred to the originator who started the the workflow and the entire process restarts
When it is a reject, the workflow stops.
Kindly advice on how to get this working.
Best Regards,
Ifeatu
Ifeatu OsegboHi
Ifeatu ,
For achieving your demand, you can take steps as below:
Add a “Start a task process” action in your workflow.
Click “these users” and Start a Task Process edit page will pop up.
In the Participants field, input your 5 approvers based on the order of approval.
In the right of Participants field, select “Serial (one at a time)”.
In the Task Options section, select “Wait for specific response” for Completion Criteria.
For Required Outcome, select “Rejected”.
Go to workflow setting page, select “Start workflow automatically when an item is created” and “Start workflow automatically when an item is changed” for the Start Options
setting.
Best Regards,
Eric
Eric Tao
TechNet Community Support -
User Profiles option missing from SharePoint Designer 2013 workflows
I noticed the User Profiles is missing as a Data Source option in the SharePoint Designer 2013 workflow platform (see image); whereas, it exists in the SharePoint 2010 workflow platform. Is there a way to connect this feature in SharePoint 2013 workflows
by registering it or configuring through Workflow Manager? If not, what is the new approach in SP 2013 to call User Profiles services?Hi,
Based on your description, you want to use user profile in SharePoint 2013 workflow.
In SharePoint 2013 workflow user profiles is missing, if you have to use the user profile, you can create a SharePoint 2010 workflow, and use Start a List workflow action in 2013 workflow to start the 2010 workflow.
The article below is about How to start a SharePoint 2010 Workflow within a SharePoint 2013 Workflow Using SharePoint Designer 2013
http://www.c-sharpcorner.com/UploadFile/anavijai/how-to-start-a-sharepoint-2010-workflow-within-a-sharepoint/
And in SharePoint 2013 there is an approach to user profile, you can add the action call http web service to get the information of user profile.
The article below is about how to use call http web service in SharePoint 2013 workflow.
https://msdn.microsoft.com/en-us/library/office/dn567558.aspx
Best regards
Sara Fan
TechNet Community Support -
Hi All,
I have created a Site and List Workflow using SharePoint designer 2013, its a simple list workflow with one stage init on creating an item.
When i verified the status of workflow its showing as initiator = Anonymous and Internal Status - Not started. Please a screen shot below
Looking forward for your help.
Thanks in Advance.
SunithaBelow is the solution.
Solution:.
check
list in workflow manager server :
1. Check https://[wfms]:12290 or http://[wfms]:12291 if they are responding 2. Check
”WorkflowMgmtPool” is started 3. Following services are running
Workflow Manager Backend
Service Bus Message Broker
Service Bus Gateway
Windows Fabric Host Service (FabricHostSvc)
4. Get workflow farm information , workflow database by Start Workflow
Manager PowerShell get-WFfarm 5. Check if the Workflow Manager farm running(workflow service backend and front end should be rennin) by Start Workflow Manager
PowerShell get-WFfarmStatus
6. Check oAut in accessible by http:// [wfms]:12291/$SYSTEM/$Metadata/json/1
7. Restart the WorkflowServiceBackend service
net stop WorkflowServiceBackend
net start WorkflowServiceBackend
Reference Link
http://blogs.msdn.com/b/laleh/archive/2014/09/03/sharepoint-2013-workflow-troublehsooting.aspx
Thanks all.
Sunitha -
SharePoint Designer 2013 workflow - creating new items in the list
Hi,
I need to create a workflow in SharePoint designer 2013. Basically the flow is like that:
There is a Request List where people submit their requests. The requests have status: Submitted and Completed.
Once the status goes to 'Completed" there should be a workflow triggered that creates an entry in another list; VoC list and populate VoC columns. Additionally there should be an email send to the requestor that the request has been processed.
I tried to do that but I failed - what do I do wrong? It keeps telling me that there is an error in workflow.
Could you, please help me? Thank you.
Thank you.
Kind regards,
JowitaWith this command it populated the Voc list. But when I tried to add additional fields, the workflow did not work. Fo example, I've got a column "Requestors Name" in Request List and I would like the same column in Voc List to be automatically
populated with the data from Requestors List. I set Field Requestors name to Value Current item:Requestors name but it did not work :-(
What do you mean by "VoC column is already created in VoC list"?
And one additional question: is it possible for the workflow to automatuically create new columns in the VoC list?
Hi Jowita,
We could use workflow to populate values in column but not populate new columns, so the column should be created in list manually before workflow.
As I understand now, you need to use workflow to populate at least two columns in another list, and one is person or people type. I captured a screenshot for your reference, pp column is in person or group type in both two lists, please set return
type as Display name:
Regards,
Rebecca Tu
TechNet Community Support -
SharePoint Designer 2013 -- Workflow Manager is required to create Workflow
Hi,
Is workflow manager is required to create workflow in SharePoint Designer 2013 for List Workflow. Is there any other alternative for this.
With Regards,
Jaskaran Singh BhattiSharePoint 2013 supports both 2010 legacy type workflows that run in the OWS timer service on the SharePoint server and 2013 workflows that run on a server running Workflow Manager. You can still create the same kind of workflows you created in SharePoint
2010 without Workflow Manager. That would include 2010 List Workflows. You only need Workflow Manager if you want to create the newer kind of workflows that use Workflow Manager. All the built-in workflows still use the 2010 legacy workflow
system. Both types of workflows can be created using SharePoint Designer 2013.
Paul Stork SharePoint Server MVP
Principal Architect: Blue Chip Consulting Group
Blog: http://dontpapanic.com/blog
Twitter: Follow @pstork
Please remember to mark your question as "answered" if this solves your problem. -
Get user manager in workflow SharePoint Designer 2013 for SharePoint online list item
Hello,
I would like to create a workflow in SharePoint Designer 2013 for a list in a site on SharePoint online and one of the action would be to send an e-mail to the manager of the user that created an item in a list.
How can I get the manager of the user and then use it to send an e-mail?
Thanks!In SP Designer there's the following action that I use.
Find Manager for this user (then output to variable:manager) Action
This is for SPD 2010 not sure if it's still available in SPD 2013
Thanks,
KP
KP -
Errors were found when compiling workflow in SharePoint Designer 2010
Hello there,
I've run into a interesting issue in SharePoint Designer 2010 when publishing a workflow. I now get the below error
Normally when I get this message I simply clear the SharePoint Designer 2010 cache described in this
article, however, in this case the issue still continued. Hence I started the process of trial and error and quickly realized that the Update Item action was the culprit. In this action I am updating approximately 70 columns. Currently, I have two such
actions running in sequence. When I added the third Update Item action to do the same, I started getting this error.
Has anyone else experienced this before? In the workflow I am currently working on I am going to have to using the Update Item action several times and update approximately 70 columns hence I am open to other ideas to do the same.
Thanks in advance.Hi Entan Ming,
Thanks for your reply, Hope you are aware that while we create any new workflow using SharePoint Designer 2013. There are two ways (We can say Platforms) to create the new workflow 1. SharePoint
2010 and 2. SharePoint 2013.
If I choose second one I. e SharePoint 2013, and try to create, save and publish workflow it`s working fine. But whenever I select option no. 1 i.e. SharePoint 2010 Platform to create
the workflow, I am able to Create it , save it , but while I try to publish it I got an error:
Errors were found when compiling the workflow. The workflow files were saved but cannot be run.
When I click on Advance I got message:
Unexpected error on server associating the workflow
My question is that, I am not able to publish any workflow in SharePoint 2010 Platform, using SharePoint Designer 2013.
Before publishing a workflow, I click on ‘Check for errors’ button, there was no any error found.
Thanks & Regards Mr. Bajirao Shinde -
Quantifying "NULL" in Sharepoint Designer 2013
I am a bit new to Sharepoint Workflows and development so this could be an easy question but, I am trying to figure out how to quantify NULL as a value I am looking for in an If statement.
The purpose of the workflow is to notify a user when he/she had been assigned a task. However, I found an issue with my original workflow in that if there was no one assigned to the task, the workflow would loop and fail and I would have to stop the workflow.
So I am now trying to figure out a catch for this. What I am trying now is this. Notice the "" part is not valid and that is what I need help with.
Set Variable:assignedTO to Current Item:Assigned To //Sets an Workflow variable assignedTo to whatever is in the field 'Assigned To'
If Variable: assignedTo equals ""
Email Current Item: Created By //Emails whoever created the task if the task is set to unassigned
If Variable: assignedTo not equals ""
Email Current Item:Assigned To //Emails the assigned person the correct email if the task is assigned.
and then the workflow continues on its merry way until the task is completed. The "" part is what I am having trouble with. Sharepoint doesn't seem to acknowledge blank strings or values in SP 2013 and the new SP Online. I did some searching and
could not find a very simple or intuitive way to get past this.
Your help in this matter would be greatly apprecated. Thank you.Hi,
According to your post, my understanding is that you wanted to quantify "NULL" in SharePoint Designer 2013.
In SharePoint Designer 2013, if you select ‘Assign to’ column in the condition, you can only select ‘equals’ or ‘not equals’. However, if you select String type value in the condition, you can select ‘is empty’.
You need to create a String type workflow variable, then create workflow as below:
Then if the ‘Assign to’ column quantify "NULL", the workflow will log ‘1’.
Thank you for your understanding.
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
Data Source for Current Task not Showing in SharePoint Designer 2013
Hello,
I am creating a approval workflow in SharePoint Designer 2013. I had completed the workflow only to have the requirement by the client that they wanted to approve the workflow from email. So I thought why not use the Current Task:Form_URN data source field.
But i went to look for it, and it doesnt appear to be in the drop down.
Im on Office 365, and using it for one of my SharePoint Sites. Im new to Office 365. Please help.Hi ,
According to your description, my understanding is that you want to use Current Task:Form_URN to let users approve the task in email.
When we use SharePoint 2010 platform to create approval workflow with “Start Approval Process” action, in the approval notification email, there is a button called “Open this Task”with Outlook client. If we click the button, it will call the task and we
can approve or reject the task.
I added a log action into my approval workflow to log Current Task:Form_URN, the value of the log message was the edit form of the current task.
If you want to use it in email, you can do as the followings:
Open your approval workflow with SharePoint 2013 Designer (the platform of the workflow sould be SharePoint 2010 platform).
Edit the workflow
In the “Start Approval Process” action, click “Approval (*)”.
Click “Change the behavior of a single task”
In the “When a Task is Pending” section, find the action “Email task notification to
Current Task:Assigned To “, and edit it like the screenshot below.
Publish the workflow
Best Regards,
Wendy
Wendy Li
TechNet Community Support -
SharePoint Designer 2013 with SOAP DataSource and Windows Authentication
Hello
What do I need to do to create a SOAP Data Source in SharePoint Designer 2013 with Windows Authentication?
I am trying to display a list from another subsite in my Web Part Page using a DataView web part.
My environment is set up to use Claims with Kerberos.
Is there a guide available that talks about configuring this or troubleshooting this? What should I check?
Thanks for any suggestions.
YoshiHi,
According to your post, my understanding is that you wanted to create a SOAP Data Source in SharePoint Designer 2013.
Please refer to the official article related, although it is about the SharePoint Designer 2010, it still works for SharePoint Designer 2013.
http://office.microsoft.com/en-in/sharepoint-designer-help/add-a-soap-service-as-a-data-source-HA010355752.aspx
More information:
http://social.technet.microsoft.com/Forums/en-US/20e34a68-fa78-4450-9744-45f9e3ff26b5/sharepoint-designer-soap-and-rest-datasource-failure?forum=sharepointcustomizationprevious
http://sharepointdiva.wordpress.com/2012/03/19/create-cross-site-data-source/
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
Hi there,
1. Can we migrate SharePoint Designer 2013 workflows from DEV to UAT to Live without any issues? Any bad experiences?
2. When we deploy these workflows - does IIS need a restart?
Thank you.That depends, did you create reusable workflows? Those can be deployed to another environment (of course depending on dependencies within the workflow itself)
Kind regards,
Margriet Bruggeman
Lois & Clark IT Services
web site: http://www.loisandclark.eu
blog: http://www.sharepointdragons.com -
SharePoint Designer 2013 cannot access workflows in Office 365 Site
I have an Office 365 SharePoint site with a number of workflows that I have created on my machine with SPD 2013. After a number of weeks I was unable to access the workflows from my machine through SPD (while still being able to access pages, site assets
etc.), getting the following error: (Am restricted from submitting images)
"Server-side activities have been updated. You need to restart SharePoint Designer to use the updated version of activities"
Restarting SPD doesn't help, after clicking OK I get the "SharePoint Designer cannot display the item" screen, prompting me to refresh.
When I do refresh, I get the following:
"Windows Workflow Foundation, part of .Net Framework 3.0, must be installed to use this feature"
This is happening on my machine, Windows 7 64 Bit, SPD 2013 64 Bit, but on a colleague's machine, Win 7 64 Bit, SPD 2013 64 Bit I can access the workflows.
I get the same error if I try to create a new Workflow on my machine but I can create it on my colleague's machine.
I downloaded SPD 2013 on a 32 bit laptop I have access to, in which I can create a workflow. One existing workflow can be accessed, updated etc. with no issue, one opens to a prompt to "Insert a stage" and one tells me that it "Failed to load
the workflow definition for the workflow", then the "SharePoint Designer cannot display the item" screen. All of these workflows can be accessed from my colleague's machine.
Here are the actions that I have taken to date on my own machine:
Cleared the caches multiple times
Checked for updates
Installed .Net Framework 4.5
Re-installed .Net Framework 4.0 (which contains 3.0)
Uninstalled and re-installed SPD 2013
Due to issues with a workflow on the site I am in contact with MS Support who are aware of this issue, they sent me a link to a hot fix that was already installed but they have no concrete idea of what might be going on.
I was convinced that it was an issue on my machine, but I don't know what the issues that I have seen on the 32 bit SPD on the new laptop mean.
I have been searching the internet for a fix with no success, I would appreciate any help.
Thanks
MickHi,
According to your post, my understanding is that SharePoint Designer 2013 cannot access workflows in Office 365 Site.
There was an issue recently when a service release was implemented that incremented the version number in the HTML header on some SharePoint online sites to '16' when SPD was expecting '15'.
I suggest to install internet explore 10 and install a patch for IE10. Then test with "open with windows explore" then opened in SPD from sharepoint online.
In addition, I suggest that in SPD go to Account > Switch Account and type in the credentials of the site you are trying to open (it defaults to your Microsoft Login).
If the issue persists, to troubleshoot this issue, you can uninstall all versions of SharePoint Designer on workstation, clear cache and then reinstalling the latest SharePoint Designer. For the detailed information, you can refer to the
article: http://support.microsoft.com/kb/2794961
Here are two similar threads for you to take a look at:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/15fd1436-3166-4e43-8b22-cdb480091548/cant-open-sharepoint-online-site-in-sharepoint-designer-2013
http://community.office365.com/en-us/forums/154/t/149314.aspx?PageIndex=2
By the way, you can also post the question in Office 365 forum and more experts will assist you.
Office 365 forums
:http://community.office365.com/en-us/forums/default.aspx
More information:
SharePoint
Designer 2013: Server-side activities have been updated:
http://www.andreasthumfart.com/2013/08/sharepoint-designer-2013-server-side-activities-have-been-updated/
Best Regards,
Linda Li
We
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