Setting up Workflows

When we try to set up a workflow we get the error "Changes to Repository
or cross-client Customizing are not permitted" and "Correction system: maintenance of object not allowed."  The transaction we are using is PFTC.  How can we create workflows without opening the client completely so that we do not have to worry about making changes that will be cross-client.  Pointes will be rewarded for helpful answers.

Hi Ray,
If its a custom workflow and I would suggest you to use a flag and set the flag to 1 or something once manager decision is denied.
Then while sending email check flag=1 and manager decision = denied
send email
update flag=0
this would resolve the issue.
do let me know if your approach is something different.
Hope this helps!
Ram - SharePoint Architect
Blog - SharePointDeveloper.in
Please vote or mark your question answered, if the reply helps you

Similar Messages

  • Create document set by workflow based on external list

    Hello,
    I'm wondering if the following is possible:
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    Next to that i have an document library where i place all the documents about the projects in document sets. Is it possible to automatically create the document sets based on the external list?
    So when a new record is created in the database (External list) it automatically creates a document set. (The document sets have an external data column which refers to the projects external data)
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    Hi Robbert ,
    According to your description, my understanding is that you want to create a document set for an external list in SharePoint 2013.
    For achieving your demand, you can refer to the article:
    http://msdn.microsoft.com/en-us/library/ff394479(v=office.14).aspx
    http://blogs.msdn.com/b/chandru/archive/2013/08/10/sp2013-creating-document-set-using-workflow.aspx
    One thing to notice is you cannot associate workflow with External List because workflow engine cannot run on back end system.
    Reference:
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    Best Regards,
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    Eric Tao
    TechNet Community Support

  • Move Files from one document set to another document set using workflow

    Hi All,
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    Hi,
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    Best Regards,
    Linda Li
    Linda Li
    TechNet Community Support

  • How to set SPD workflow to send email one day before the Due Date? ?

    I need to add a step in workflow for a item tracking list: send reminder email one day before the due date.
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    Hi,
    You can add an approval action( such as Start Approval Process) -> click "Approval" -> go to “Change the behavior of a single task” . Then you will
    see the "When Task expires" stage.
    You can have a look at the blog:
    https://www.nothingbutsharepoint.com/sites/eusp/Pages/5-Steps-to-Enhance-SharePoint-2010-Approval-Workflow.aspx 
    Thanks,
    Eric
    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]
    Eric Tao
    TechNet Community Support

  • Workflows: How to set a workflow variable that is the difference in hours between now and a created date

    I'm trying to create a variable that contains the number of hours between the item created date and Now.  When i use TODAY, it seems to set the time at 12:00 rather than the time now - so that throws the hours off.  Any ideas?
    ajw

    Hi ajw,
    According to your description, my understanding is that you want to calculate the hours between the item created date and now.
    It seems to be not an OOB way to implement your requirement, to get the current time, you need to create a custom workflow activity for SharePoint 2010 workflow. About creating custom workflow activity, you can refer to the links below:
    http://msdn.microsoft.com/en-us/library/hh872790(v=office.14).aspx
    http://blogs-sharepoint-ashutoshmisra.blogspot.in/2013/02/create-custom-workflow-action-for.html
    Or, you can use a third party solution to achieve your requriement.
    Here are some similar posts for you to take a look at:
    http://social.technet.microsoft.com/Forums/sharepoint/en-US/e93ea37a-df09-4cbf-a58d-5d4def3d3d42/how-to-compare-time-in-sharepoint-designer-2010sp-2010-workflow?forum=sharepointgeneralprevious
    http://blog-sharepoint.blogspot.in/2009/03/get-current-time-in-sharepoint-designer.html
    I hope this helps.
    Thanks,
    Wendy
    Wendy Li
    TechNet Community Support

  • WLI 2.1 setting all workflows to Suspended Mode

    Hi,
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    or when someone was dynamically changing the active workflow template while one was
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    Has anyone seen this happen? If so, what needs to be done to get WLI out of this
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    We are using WLI 2.1 SP1 and WLS 6.1 SP2.
    Thanks.
    --Todd

    BEA has provided a fix for this problem with WLI 2.1 SP1 rolling patch 3. You will
    need to contact BEA to get this patch.
    --Todd
    "Todd Dolan" <[email protected]> wrote:
    >
    After contacting BEA, they have confirmed that the suspended workflow problem
    is a
    bug and something that will be fixed with WLI 2.1 SP2. However, they did
    not have
    a date as to the release of that service pack.
    Louise -- Thanks for pointing me in the right direction.
    --Todd
    "Louise Scully" <[email protected]> wrote:
    Hi Todd,
    We were getting the suspended workflows problem a couple of months ago.
    We recieved
    a fix for this in a service patch, but we were running WLPI 2.0, so I would
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    that the fix we received would be part of the service pack for 2.1
    To get WLPI out of this behaviour once it happens, try removing all the
    instances
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    where
    state=0);
    delete from instance where state=0;
    Hope this helps,
    Louise
    "Todd Dolan" <[email protected]> wrote:
    Hi,
    Twice now I have seen WLI set all instantiated workflows to a suspended
    state. Worse,
    I can continue to create workflows (via JMS Events), but they are alsoset
    to a suspended
    state. This normally occurs when a database exception has been raisedon
    a WLI table
    or when someone was dynamically changing the active workflow template
    while
    one was
    being instantiated.
    Has anyone seen this happen? If so, what needs to be done to get WLIout
    of this
    mode of creating workflows in a suspended state?
    We are using WLI 2.1 SP1 and WLS 6.1 SP2.
    Thanks.
    --Todd

  • Setting up workflow for bom change LO-ECH

    Hi all,
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    <a href="http://">http://help.sap.com/saphelp_46c/helpdata/en/f1/499a34272a5f2ee10000009b38f83b/frameset.htm</a>
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    Khong Kiam

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  • Set the workflow about PPR process as completed status with a report.

    Hi Gurus,
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    To do this, I implemented 2 functions module: the first to execute the dialog step and the second to set the dialog step as completed status.
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    loop at lit_wi_stat where wi_type = 'W' and wi_stat = 'READY'.
    *to set dialog step WORK ITEM as started status.
          call function 'SAP_WAPI_SET_WORKITEM_STATUS'
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              workitem_id          = lit_wi_stat-wi_id
              status               = 'STARTED'
              user                 = sy-uname
              language             = sy-langu
              do_commit            = 'X'
            importing
              new_status           = lit_wi_status
              return_code          = lv_subrc
          TABLES
            MESSAGE_LINES        =
            MESSAGE_STRUCT       =
    *to set dialog step WORK ITEM as completed status
          call function 'SAP_WAPI_DECISION_COMPLETE'
            exporting
              workitem_id          = lit_wi_stat-wi_id
              language             = sy-langu
              user                 = sy-uname
              decision_key         = '0001'
              do_commit            = 'X'
          IMPORTING
            RETURN_CODE          =
            NEW_STATUS           =
          TABLES
            MESSAGE_LINES        =
            MESSAGE_STRUCT       =
        endloop.
    But it doesn't work correctly.
    Maybe you have a better idea to reproduce the complete process in a report.
    Thanks in advance for your reply..
    Best regards.
    Julien.

    Hi Chandni
    I would presume that you are calling some activity step to perform some operation ...when this fails, you are passing some flag to the workflow to send the email and the "planned" error!
    It's pretty simple then:
    1) Analyze the flag using a condition step
    2) Use mail step to send the email
    3) Call a custom method to raise a workflow exception - workflow will go in error.
    More on Workflow Exceptions:
    BO Based Exception:
    http://help.sap.com/saphelp_nw73EhP1/helpdata/en/4f/372e0cf5d95541e10000000a421937/content.htm?frameset=/en/4f/3457d50a7b5542e10000000a421937/frameset.htm
    How you can define custom BO:
    http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/d0f157e8-456b-2910-8ea5-c57d9267c913?overridelayout=true
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    Regards,
    Modak

  • Set up Workflow with Lotus Notes

    Does anybody know a procedure or a guide to configure the Sap Workflow with Lotus Notes?
    I would like to do a scenario looks like follow:
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      - the workflow system sends a email to an approver (to Lotus Notes);
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    Thanks in advance for any help.
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    Hi ,
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    1. Create a simple BSP page for approval and Rejection.
    Send the link of this page in the mail to the lotus notes server . Lotus notes user will open the mail and he will click on the link to get the BSP page .
    Handle the process that should happen after the user makes an action in the "OnInputProcessing" event of the BSP page.
    Pls reward if useful.
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  • Skill set for workflow

    Hi all,
    I am a logistics consultant and wish to get TRAINED in workflow.
    I know very little about ABAP or programming for that matter.
    Can somebody tell me...Is it necessary to have ABAP/programming knowledge to learn Workflow?
    Thanks,
    Raj

    Hi
    Check this article
    https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/70b074ac-fa1b-2a10-1587-bd084347fc56
    and for list of SDn blogs chekc the below link
    https://www.sdn.sap.com/irj/sdn/wiki?path=/display/abap/sdn%2bblogs%2bfor%2bworkflows
    Regards
    Pavan

  • Setting for workflow

    Hi Guys,
    Could you please explain me the steps to be carried out inorder to activate the workflow.
    Regards
    Peter

    Hi Peter,
    You only have to perform this step if you wish to link this release
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    Assign a processor ID to the workflow-relevant release codes. The
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    will then receive a work item when he or she is required to effect
    release.
    You can assign a processor ID either directly or indirectly:
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    Enter a user name.
    - Indirect processor assignment:
    Enter a job, for example, or a position. At runtime, the system
    will then determine the member(s) of staff responsible for
    processing the document.
    Note
    If you implement Overall release for the purchase requisition, you
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    workflow-relevant release code. You do not specify a plant in this
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    This entry is required to enable the SAP System to assign a processor
    to a purchase requisition that is subject to release, if the items in
    this purchase requisition contain more than one plant.
    Regards
    Shawn

  • Setting up Workflow Approvers in CUP

    Hi Experts,
    I am in the midst of configuring the CUP workflow approval. I understand that in order for a user to approve a CUP request, I need to:
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    2. Assign this user with AE approver role
    However, my user base is around 20,000, and it seems that as long as a user has a direct reporting line (i.e. has staff under him/her), the user can be a CUP approver. This would translate into around 90% of the 20,000 user base!
    In such scenario, do I need to manually create the 90% of the 20,000 users in UME, and assign them the AE Approver role in order for them to be able to approve CUP requests? Or is there any way I can use the LDAP (SunOne) to avoid such a manual creation?
    FYI, the LDAP SunOne is my authentication source.
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    Thanks!

    Hi Experts,
    Thanks for all the in-sights shared.
    Just some background info - there were some technical issues connecting to SunOne, as a result, we explored the possibility of using Active Directory instead, which also contains vital fields such as manager, which we need to satisfy our scenario mentioned in my first post in this thread.
    We've done the following In CUP
    1. Successfully created and tested connection to Active Directory LDAP in "Connectors"
    2. Mapped the LDAP fields required (i.e. sAMAccountName/ l / c / etc etc)
    3. Configured the Authentication System (to LDAP) and System Name based on step 1 (i.e. the AD LDAP). We also checked the "End User Verification Required" checkbox.
    4. We pointed the "Search Data Source" and "User Details Data Source" to LDAP with the corresponding LDAP system name
    After doing this, we tried to simulate a creation request, but when we clicked SEARCH based on last name under the General Info/ Requestor / Manager Information, we hit "No records found". However, If we point our data source -> search data source to UME, we can see the dummy users which we manually created in UME. But we want to search base on our AD LDAP which contains our 20,000 users records.
    We then proceed to UME, based on Swea's suggestion, however, some queries
    For step #1, "Map your LDAP with UME so that all users are reflected in UME", does this involve going to the UME Configuration -> Data Source, modify it to point to Microsoft ADS? We see a few options, such as flat and deep hierarchy + database. Are we on the right track here? The default was "Database Only", but we experimented selecting all the MS ADS options to see what are the different effects, as a result the default option disappeared.
    For step #2, "In UME select thee role AEApprover and then in "Assigned Users" tab select the data source as
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    Appreciate if anyone can point us in the right direction, or advise if we missed out any step, in view of the above that we done so far.

  • 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.

  • Workflow for Document Set

    I am trying to develop an e-mail notification on a Document Set - problem is the workflow triggers not only on the document set, but all the documents within the set.
    I know I can't start the workflow "when a document is created" - has anyone found a solution so the workflow is only triggered when the document set is created (and not again when individual documents are uploaded)
    Cindi

    There are a couple of options that I can think of.
    Firstly you could create a Resuable Workflow that is associated with the Document Set Content Type. Although in this instance I would probably look to create a new Content Type (let's say I call it MyCustomDocumentSet) with a Parent of Document Set
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    After you have created the Workflow you would need to go back into your MyCustomDocumentSet Content Type and set the Workflow to start on When an item is created.
    The second option (perhaps not so elegant, but easy to set up and will work) is to have a normal List Workflow that fires for the Document Set and Documents within it, but have a condition to check what is being created. For example:
    If CurrentItem:ContentType not equals Document Set
    Stop the workflow and log "My Message"
    If it isn't a Document Set then the workflow will stop. However, if it is a Document Set it will continue with whatever you add to your workflow after the condition and stop workflow action.

  • Workflow: create a document set and add default documents to it

     
    Having a workflow create a new document set seems straightforward: use the "create list item” action, choose the target library and one of the document set content types available in it
    and supply values for the fields. But that workflow action doesn't provision the document set with default content, even though the content type has default content defined. Other people have asked the same question and some say you can write a second workflow
    triggered by creating the new document set item in the target library, but I don't see how you can add default content to it.
    "Copy list item" would work if you could supply the title of the document set along with the target library. You can copy files (in my case several .msg, .pdf and .docx files) from
    a "templates" library, but without being able to add the document set name/path as part of the target "this list" they end up in the root of the target library not in the document set.
    I've seen suggestions that "Create list item" will work, but I don’t see how it can since with that you can't supply a file name to provide the default content with.
    Am I missing something?
    Tom
    SharePoint Systems Officer, Capital Regional District, BC, Canada

    Hi Tom,
    According to your description, my understanding is that you want to add documents to the document set using workflow.
    I recommend to use the custom workflow activity “Copy List Item Extended” and you download it from the following link:
    http://spdactivities.codeplex.com/.
    With this activity, we can copy documents to document sets.
    Please refer to the link below to deploy the custom activity:
    http://social.msdn.microsoft.com/Forums/sharepoint/en-US/24f21b48-0078-4c18-bd3e-180cd2291c28/moving-items-into-library-foldersdocument-sets-infopathspd-2010-workflow
    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

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