ProjectServer 2013 - Linked Workflows

Hello,
Im working on an Project Management workflow, and I need to add a validation so that a document must be approved before I can change the current stage. So, I have a document approval workflow and a site workflow, how can I link them?, again I´d like to have
some "if" saying something like "if that document is approved goto next stage"
Thank you in advance,
Fernando

Hi Fgermano77,
If you have used SharePoint designer to build these workflows, you can open the Project workflow in SharePoint designer and under "Actions" -> Coordination Actions, you have options to start "List workflow" or "Site workflow".
Even you should be able to validate the condition as well to see if the document is approved or not.
Happy troubleshooting.....
Vikram Daruru - MSFT

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[ProjectServer 2013] Resource authorization data lost on PSI Resource Update

Hi,
as the title says I noticed that sometimes resource authorization data of a resource/user is lost in ProjectServer 2013 on a PSI resource update. Since it did not happen every time for every resource (user) I tried to investigate this issue in more detail.
I found out that it is related to a change in the resource availabilities. A resource/user loses its resource authorization data on a UpdateResources PSI call when the following criteria are fulfilled:
- "Earliest available" or "Latest available" date is set
- Resource/user has more than one ResourceAvailablities row
- Max units are changed for one of the rows
Since this is a quite complicated and specific issue here are some simple steps to reproduce it on a PWA instance:
1. Create new resource/user.
2. Enter any date in the "Earliest available" field and assign the user to some security groups.
3. Programmatically change the max. units of any ResourceAvailablityRow and update the resource via the UpdateResources PSI call.
4. Open the user in PWA. The security group associations will not be there any more.
I have successfully reproduced this issue on two different PWA instances on two different servers.
Did i miss anything obvious or is this a well known issue?
If yes are there any workarounds?
Did anybody else run into this issue?
Thanks in advance for you help,
Michael

I created a Fiddler trace (see link at the end of the post) but i could not find anything suspicious in there.
If it helps here is the code that i use to reproduce the issue:
var singleResDs = resourceClient.ReadResource(resUid);
var maxUnitsRow = singleResDs.ResourceAvailabilities.First();
maxUnitsRow.RES_AVAIL_UNITS = maxUnitsRow.RES_AVAIL_UNITS + 1;
resourceClient.CheckOutResources(new Guid[] { resUid });
resourceClient.UpdateResources(singleResDs, false, false);
resourceClient.CheckInResources(new Guid[] { resUid }, false);
As you can see there is nothing special about it.
I also checked the patch level on one of the servers and its 15.0.4569.1506 which corresponds to SP1 (April 2014). I can definitely try to install the newest CU and check if that fixes the issue.
Fiddler trace:
http://bit.ly/1DvaWsZ
EDIT:
I have now installed the March 2015 CU (15.0.4701.1001) and the issue is still existing.

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

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
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

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

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

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

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
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]
Jason Guo
TechNet Community Support

SP 2013 Designer Workflow problems retrieving data from Web Service

Hi all,
I am creating a SharePoint 2013 Designer Workflow, and I am having trouble retrieving data from a web service. The web service URL is
http://services.odata.org/V2/Northwind/Northwind.svc/Customers and the problem I am having is with the SharePoint Designer Workflow “Call HTTP Web Service” action URL. The URL I am
having problems with is shown below:
http://services.odata.org/V2/Northwind/Northwind.svc/Customers('[%Current Item:Customer ID%]')?$format=json&$select=CustomerID,CompanyName,ContactName,ContactTitle,Address,City,PostalCode,Country,Phone,Fax
or
http://services.odata.org/V2/Northwind/Northwind.svc/Customers('[%Current Item:Customer ID%]')?$select=CustomerID,CompanyName,ContactName,ContactTitle,Address,City,PostalCode,Country,Phone,Fax&$format=json
The SharePoint 2013 Designer workflow works OK if I try to retrieve two items like "CompanyName" and "ContactName", but when I try to retrieve three or more items the workflow doesn’t work it just pauses
with no error message. The URL that works OK is shown below:
http://services.odata.org/V2/Northwind/Northwind.svc/Customers('[%Current Item:Customer ID%]')?$format=json&$select=CompanyName,ContactName
or
http://services.odata.org/V2/Northwind/Northwind.svc/Customers('[%Current Item:Customer ID%]')?$select=CompanyName,ContactName&$format=json
Does anyone know why I cannot retrieve more than two items from a web server? Am I making a mistake with the URL?
I hope you can
Colin

Hi Amit,
According to your description, my understanding is that you want to approve workflow task using web service in SharePoint 2013.
For troubleshooting this issue, please provide the more detailed code.
Here are some similar posts, please check if they are useful:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/b999a417-dce3-4590-9173-89aea91f23a3/complete-workflow-after-approving-all-tasks?forum=sharepointdevelopment
http://www.sharepointblog.in/2013/07/programmatically-approvereject-task-in.html
http://aarebrot.net/blog/2011/10/how-sloppiness-and-spworkflowtask-altertask-could-inadvertantly-lock-your-workflow-task/
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

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
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]
Victoria Xia
TechNet Community Support

Sharepoint 2013 Custom Workflow - Email link to EditForm.aspx for Workflow Task

I have created a custom workflow which starts a task with one or two users once a form is submitted. These users receive an email with a link to the task that has been created. The problem is it doesn't open the edit form for the task it just
links to the displaypage.asp for the task. This is causing all sorts of confusion so I just wanted to change the link to the edit form instead.
It seems simple enough but I just cant find a way to do it?! I am a beginner in this stuff so I have no visual studio experience and have designed all this using SPD 2013.
Is there an easy way around this? Any help would be greatly appreciated!

Hi KM, see the following link for a step-by-step process:
https://support.office.com/en-in/article/Send-e-mail-in-a-workflow-11d5f9dd-955f-412c-b70f-cde4214204f4?ui=en-US&rs=en-IN&ad=IN#bm5
cameron rautmann

Setting up Sharepoint 2013 approval workflows depending on field value

Dear Microsoft Support,
I am still relatively new to Sharepoint-Infopath and would need help with setting up workflows for a requisition form I am creating. I have designed and created a form using Infopath 2013 and have successfully created the link
to have the data uploaded into my Sharepoint Server 2013 library. This form's purpose is to have our users make supply requisitions from the Warehouse department. We are a school, therefore, there are numerous different departments with different approvers.
My goal now is to setup the approval workflows using Sharepoint Designer 2013. The complication now is that only certain people need to approve the requests, depending on the department selected. For example, I am in the IT department, if I put a field's value
as "IT" the form will be sent to the IT department manager prior to going to the Warehouse department for processing. If the user chose "English", the form will be routed to the English department head for approval. What are the steps that
I would take to have that kind of customization? How do I setup approval workflows in Sharepoint Designer 2013 to meet that?
I have tried searching for solutions over the web, but all of them are too generalized and would not be related to my case in terms of different approvers depending on the different departments in our school. Your assistance would be greatly appreciated.
Thanks. Jason

I would create a second SharePoint list that is set up with two columns. The first column is Title (which is a default column) and the second column is 'Person or Group' column and name it 'Approver'. Then enter the department in the title field and select
the person who needs to approve that department's forms in the 'Approver' field. Use this list and pull in this information in the InfoPath form by creating a data connection to the newly created list and set up the filter to only pull
back the information where 'Title' = 'Department'. After this information is pulled into your form, store the approver information in a hidden field in the InfoPath form and use that field throughout the workflow.
I know this is a very brief explanation so let me know if you need more information.

SP 2013 Running Workflow giving Error - Sorry Something went wrong

Hi,
We have publish workflow running on a document and we need to cancel/ terminate it.
On the workflow Page we can see under the "Running Workflows" , the workflow is running. But when we click on that it gives the Something went wrong error message. As we are not able to goto the workflow status page on UI, we dont get option to
End the workflow.
To Cancel the workflow we tried following things -
1. Powershell command to get the workflow object and cancel it. But using the powershell command- $listItems.Workflows does not give the instance of this stuck workflow. If we start new workflow on that item , it will get added to the count but this stuck
workflow does not come under its count. So we are not able to get its instance using powershell and cancel it.
2. Using client side programming we tried directly passing the workflow instance name and terminate it but it gives the exception that "given key was not present in the dictionary"
string workflowGuid = "91ee281b-3938-45a5-9bb2-8bd128bfa90c";
var workflowServicesManager = new WorkflowServicesManager(clientContext, clientContext.Web);
var workflowInstanceService = workflowServicesManager.GetWorkflowInstanceService();
WorkflowInstance instance = workflowInstanceService.GetInstance(new Guid(workflowGuid));
workflowInstanceService.SuspendWorkflow(instance);
Please let us know how to get rid of this stuck workflows.
prashant

Hi Prashant,
According to your description, my understanding is that you want to cancel the stuck workflows in SharePoint 2013.
If the workflow is designed in SharePoint, I recommend to go to the Workflow Settings of the document library, click Remove, Block, or Restore a Workflow to remove the workflow with the stuck instances and then republish the workflow from Designer to SharePoint.
Or you can use the code in the link below to cancel all the workflow instances to see if the issue still occurs:
http://www.codeproject.com/Articles/679628/Easiest-Way-of-Cancelling-All-S
Best regards.
Thanks
Victoria Xia
TechNet Community Support

SP 2013 designer workflow deployment error on new SP Farm

We are using SharePoint 2013 enterprise and InfoPath 2013 for the workflow requirements as mentioned below:
For Approval, Reminder and Alert Emails we have used SharePoint designer workflows with following details:
SP2010 Workflow
This is a site workflow
Get Manager and other custom user profile property to identify whether the current approver has not reached beyond then department head.
This is called from the SP 2013 workflow with parameter of created by field initially and later with the current approver in a loop implemented in designer workflow
SP 2013 workflow
This is a list workflow attached to the form library
This executes the sp2010 workflow to get manager and custom user profile property to identify level of manager
Then starts task process in loop assigned to manager, manager of manager and so on. Loop ends after the approver reaches to the department head level
This sets the published fields in the InfoPath form library to control the views with the current approver and state of the form based on the approval status
We are still facing issues with deploying the workflow and get the following error while publishing when the workflow is deployed from one farm to another (i.e. from dev to test environment).
We
have followed instructions outline at this link: http://msdn.microsoft.com/en-us/library/office/jj819316(v=office.15).aspx#section2
Other Notes:
At the destination server, I am able to create and publish new SP 2013 and 2010 type of workflow without any error.
Thanks
Ibrahim

we have fixed in the same week but due to unavailability of time, i am posting reply now.
We have managed to solve this by installing latest updates from Microsoft.
We have installed SP1 + April updates for SharePoint 2013.
Thanks,
Ibrahim

Association Columns in Sharepoint 2013 Reusable Workflow

at http://msdn.microsoft.com/en-us/library/jj728659.aspx it says Association columns are not available in Sharepoint 2013 Workflow
But http://msdn.microsoft.com/en-us/library/dn292551.aspx#bkm_07 is suggesting to use Association columns in Sharepoint Server 2013. Doesn't Sharepoint Server 2013 uses Sharepoint 2013
Workflows?
Cheers, IXI solution

Hi,
According to your description, my understanding is that you want to know if the Association Columns can be used in SharePoint 2013 workflow.
Per my knowledge, the Association Columns feature is available only on the SharePoint 2010 Workflow platform.
The article in the link
http://msdn.microsoft.com/en-us/library/dn292551.aspx#bkm_07 introduces the best practices for developers using Visual Studio to create workflows in SharePoint 2013.
We can create 2010 workflows in SharePoint 2013 and we can use the
Association Columns feature in SharePoint 2010 workflows.
We can also integrate features from the SharePoint 2010 Workflow platform into the new SharePoint 2013 Workflow platform.
To do this, create a SharePoint 2010 Workflow by choosing the SharePoint 2010 Workflow platform; create a SharePoint 2013 Workflow by choosing the SharePoint 2013 Workflow platform; and then use the
Start a list workflow and Start a site workflow actions in the SharePoint 2013 Workflow to call the SharePoint 2010 Workflow.
If you have any questions, please feel free to reply.
Thanks
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are trying to better understand customer views on social support experience, so your participation in this
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ProjectServer 2013 - Linked Workflows

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