SPD List serial WorkFlow attach Dynamic approvers, Document Sets attached to List

SPD Workflow:
System : SharePoint 2013
1. Approver's should be fetched from a people picker item of another List based on condition (Filter with department)
2. Workflow should be serial & approvers should be dynamic from above list item people picker based on department condition
3. As it is a List workflow i.e., Custom List is associated to Workflow but I need to upload a document set as a List item
4. When ever user creates a New List Item, Initiation page should allow him to attach multiple documents, while uploading first document into list from Intiation page, it should create a unique document set with a sequence number and other documents
should be added in the same document set & that document set should be attached to list item.
5. Action from Email should reflect the workflow approval.
/*below point is not Important to achieve in SPD*/
6. I would like to create a separate List or New List after 1000 document sets are uploaded to workflow list & workflow should be associated automatically when a New List is created
*I know how to achieve It from server or client side coding..
suggest optimized way to achieve above points in SPD 2013 & OOB only?
V

Hi,
I had tested again with multi workflows which are assigned to three users, they all worked well.
At first, the workflow would send an email to the first approver, when the first approver approved; then send an email to the second approver, when the second approver approved; then send an email to the third approver.
When the third approver approved, the workflow would completed, then the assigner who started the workflow would receive an email that the workflow has been completed.
You can create a simple workflow to check whether it works.
Such as you can just only use the “Start Approval Process” one action to check whether it works.
Did the issue occur in other lists or libraries?
You can create a new list or library, then create an approval workflow to check whether it works.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Similar Messages

SharePoint Task List using Workflow for approver chain, gathering information from another list.

What I have is a Custom List, that got the following fields for each item.
ApplicationName(SingleText) OwnerApproval(Person) ManagerApproval(Person) InstallExeuction(Person)
Example data:
| ApplicationName: Photoshop
| OwnerApproval: Mister Blue
| ManagerApproval: Mister Red
| InstallExecution: IT Group
What I have now then, is a task list as well. Where the user can press new task, and type in their PC name (singletext) and a dropdown menu to choose what application they want, for instance Photoshop.
I'm not trying to make a workflow that starts when a new item is created to send an email to the OwnerApproval set for this specific application, Photoshop, if he approves it, a new email should be sent to ManagerApproval specific application, Photoshop.
And if the last person ManagerApproval accepts it, a last email should be sent to InstallExecution, which if this person approves the task is marked as completed.
I've been trying for mad now using SharePoint Designer and I almost got it to work.
Can anyone help me? I'm going mad here, I have VERY LIMITED knowledge in sharepoint designer.

Hi Plankton,
To achieve this goal, we can create with three Start a task process steps in the workflow and the workflow needs to be set to start when an item is created.
For example, the custom list is called Custom, and the task list is called Task Custom.
We can use the Task Status column for showing as Rejected or Excuted/Installed based on the users’ approval, so we need to add Rejected and Excuted/Installed values to the Task Status column. (same settings for Custom:ManagerApproval and Custom:InstallExecution
as Custom:OwnerApproval with their own column value)
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Dynamic approvers (multiple in serial) working, task notifications sending to all, not serially

I have create a modified version of the SPD 2010 Approval workflow using dynamically generated approver(s). It is an approval of a new document and depending on some items in the form, it is sent to a sample of up to 8 approvers (could be only
1, could be as many as 8). This is working - it is assigning the task, serially, and processing the approval/rejections. The problem I am having is the email notifications are being sent to
all approvers at each serial stage. So, for example, if there are 3 approvers john, sally and jim (the approvers 'string' is sent as john;sally;jim) then the first task is assigned to john, and and an email is sent to john, sally and
jim, (when I only want it sent to john). When john approves, a task is assigned to sally, and a second email is sent notifying sally of the task, but it is also sent to all
three approvers. I assumed the task noticiation emails were sent from some trigger within the task list, but it appears it is sent from this worklow - which is fine, but it doesnt seem to follow the same serial process as the tasks do.
I can see ways to do all this by writing a totally custom workflow but I would really like to solve this last item as it is the only thing not working the way I need it to.
Any help is greatly appreciated.
Thanks

Hi,
I had tested again with multi workflows which are assigned to three users, they all worked well.
At first, the workflow would send an email to the first approver, when the first approver approved; then send an email to the second approver, when the second approver approved; then send an email to the third approver.
When the third approver approved, the workflow would completed, then the assigner who started the workflow would receive an email that the workflow has been completed.
You can create a simple workflow to check whether it works.
Such as you can just only use the “Start Approval Process” one action to check whether it works.
Did the issue occur in other lists or libraries?
You can create a new list or library, then create an approval workflow to check whether it works.
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Indicator on task list and order which shown Document is attached ?

Hi,
I have attached a document in task list through PRT in task list succesfully. Is there a indicator in task list which tells that yes a document is attached to task list ?
Secondly is there a indicator in workorder which tells that yes a document is attached to this partcular task list ?
Regards,
Meghana

Hi
Not sure about header level but in operation one check box is available for PRT.
If PRT is attached to operation check box is automatically selected..
On header screen at bottom you can see PRT check box if it is attached to first operation.
Shail
Edited by: Shailendra D Upadhyay on Jan 16, 2012 11:56 AM

Workflow on Document Set

When comparing folders and Document Sets in SharePoint, there is one note that says that workflows can be started on Document Sets, but not folders. What does that mean?
I can only create workflows that are attached to site or list. I have created one list workflow, and, every time I add new folder or document set to that list, workflow starts. So what does it mean that workflow can be started on document set?

What article did you refer
Normally if you want to manually start a workflow it can only be on Item and not folder. You can see that here
http://www.codeproject.com/Articles/30452/SharePoint-Workflows-for-Folder-Content-Type
You can plan for workflow on folder. Using below
http://www.codeproject.com/Articles/30452/SharePoint-Workflows-for-Folder-Content-Type
If this helped you resolve your issue, please mark it Answered

Getting list of PP orders that a document is attatched to

Hi all,
I'm looking for Bapi or some other tool, which will receive document characteristics (like Name, Type Etc.) and returns list of PP orders that this document is attached to.

Hi Shimshon
I have gone through PP Orders in CO02( Change Order ).There are two assignments of SAP DIR ( Documents created in SAP DMS ).
1. First One is at the Header Level called Document Overview.
2. Second one is attached at Operations level as PRT.
When you link to Production Order in a particular DIR,It also has entries for Sequence , Operation and description.So you will to develope a Z report to display all Production Order for Document.
So your Search Parameters will be Production Orders for Documents ( For Example )
Document -
to -
Hope I have answered your query. Get back if any thing left
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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

Document set and list

Hi,
I need to add a list to a document set or link it somehow. I tried on the document set page to add webpart a list which works but dont know how to filter only list items related to the particular document set.
Has anyone done something similiar?

Yes, I have done something similar, but I must admit that in the end we just used folders in a list.
If you want to use the document set, what I did was:
- create my own link to the document set with a querystring filter parameter to filter out the correct items (via a workflow and multiline field)
- created my own links to add new items to the list (in order for the source parameter to link to the document set with the parameters and to fill in some fields like RootFolder)
So there is a lot of customization to be done there. That is why we used a list with folders. I still use the workflow to create a link for the items, but there is no more customization for the items to filter them, we just use the correct RootFolder.
Regards, Marijn Somers|| http://www.beyond-it.be || Twitter: http://twitter.com/marijnsomers || http://marijnsomers.blogspot.com

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Hello all! Hopefully you all can let me know if the idea I have in my head is possible:
Background: I have a Document Library with a custom made Document Set that has about 15 columns. The way I initially designed this, I left about 10 of the fields as "Hidden" because we didn't want the user to fill out that information
when creating a Document Set. That information would be completed in the next step through a Workflow. The Document Set Welcome Page has been left pretty much untouched with the usual web parts for Document Set Properties and the view of the items within the
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empty, or it contains information about one of the items within the Document Set.
Simplified Structure of Document Set:
Name (required)
Fiscal Year (Required)
Total Cost (Required)
Approval Date (Hidden)
Requisition # (Hidden)
Team Members (Hidden)
Reminder Date (Hidden)
User creates a new Document Set, fills out the information, and saves (this triggers a background workflow that approves the Document Set). After approval, a new workflow is started to provide the information for the Hidden fields (and also schedules a reminder
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Toni Marie

Here is the approach to read document set columns and assign to other webparts:
for each document set you can find the id when you clicking on the document set or navigating to the welcome page,
using this id read query string and the associated item column values and assign to otherwebpart .
Reference code:
//page_load for other webpart read the query string of welcome page
if (Page.Request.QueryString["ID"] != null)
                ID = Convert.ToInt32(Page.Request.QueryString["ID"]);
                if (itemID > 0)
                    GetDocumentSetItem(ID , site);
protected void GetDocumentSetItem(int itemid, SPSite sSiteUrl)
            SPSite site = sSiteUrl;
            SPWeb web = site.OpenWeb();
            SPList list = web.Lists.TryGetList("DocumentlibraryName"); //where documentset content type attached
            SPListItemCollection items = list.GetItems();
            SPListItem item = null;
            if (itemid > 0)
                item = list.Items.GetItemById(itemID);//getting the current item
   //read the document set item column values and assign it other webpart controls ,
                txtDocsetidname.Text = Convert.ToString(item["FileLeafRef"]);
                txtDocsetid.Text = Convert.ToString(item["hiddenfield"]);
In the welcome page I have placed button to load webpart ,while loading the webpart I am reading the query string assigning the values to otherwebparts.
G1

How to rename Document Set programmatically

Hi guys,
I'm trying to create a Document Set item programmatically with unique name by adding ID to its name:
SPList list = SPContext.Current.List;
SPFolder parentFolder = list.RootFolder;
string dsname = Purpose_TextBox.Text;
Hashtable properties = new Hashtable();
properties.Add("DocumentSetDescription", "New Document Set");
SPContentType docsetCT = list.ContentTypes["RequestPayCT"];
DocumentSet docSet = DocumentSet.Create(parentFolder, dsname, docsetCT.Id.Parent, properties, false);
DocumentSet ds = DocumentSet.GetDocumentSet(list.GetItemById(docSet.Item.ID).Folder);
ds.Item.Name = ds.Item.Name + ds.Item.ID.ToString();
The problem is that I cannot update Document Set name.
What do I miss?

Please check the below article
http://sharepoint.stackexchange.com/questions/14661/rename-document-set-through-code
set.Item[SPBuiltInFieldId.Title] = newDsName;
set.Item.Update(); //or SystemUpdate(false)

Document Set and WF 2013

I have two questions:
1. Can workflow be started on Document Set (using 2013 workflow - Visual Studio) ?
2. Can Document Set be declared as Record from 2013 workflow - Visual Studio?
EDIT:
3. Can Document Set be declared as Record programmatically?

Yes you can start workflow on Document set.
http://sergeluca.wordpress.com/2011/06/05/sharepoint-2010-workflows-and-document-setsstart-the-workflow-when-a-new-item-is-createdbe-careful/
You cannot declare document set as record.
http://social.technet.microsoft.com/Forums/sharepoint/en-US/99af83f1-c1b8-4097-aac2-507e59593f71/document-set-cant-be-declared-as-a-record
http://www.sharepointanalysthq.com/2011/09/document-set-limitations-and-considerations-in-sharepoint-2010/

Create Document Sets with Javascript COM - Sharepoint 2010

I am trying to work out if it's possible to create Document Sets in a list using the Javascript COM.
If it is possible does anyone have an example of how to do it. I am using Sharepoint 2010.
Many thanks.

Hi,
after long seeking I found this solution:
SPController.prototype.createTestDocumentSet = function(){
if(this.clientContext === null) {
alert("Share Point couldn't be loaded.");
return false;
var item = null;
var oList = this.clientContext.get_web().get_lists().getByTitle('ListName');
this.clientContext.load(oList);
var itemCreateInfo = new SP.ListItemCreationInformation();
itemCreateInfo.set_underlyingObjectType(SP.FileSystemObjectType.folder);
itemCreateInfo.set_leafName('Haliluja Doc Set');
item = oList.addItem(itemCreateInfo);
item.set_item("ContentTypeId", "0x0120D520");
//item.set_item('ContentType', 'Document Set');
item.set_item('Title', 'Haliluja Doc Set');
item.update();
this.clientContext.load(item);
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I have a workflow that moves a document from one library to another.
When a document is moved to a certain library I want to create a list item with a link to the document in the list item. Keep in mind there could be 10 files submitted to the library, so then in my list I would want 10 new list items created for
each file, with a link to the individual file. or is there a way to attach the document to a newly created list item programmatically?
is this possible?

Hi,
According to your post, my understanding is that you wanted to use a newly created Library document to create a list item and attach itself.
I recommend to create a workflow assocaited to the second library, and start the workflow automatically when an item is created.
Then add action as below:
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Create document set by workflow based on external list

Hello,
I'm wondering if the following is possible:
I have a external list with all my projects.
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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:
http://siddiq-sharepoint2010.blogspot.in/2011/12/bussniess-connectivity-services.html
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Eric Tao
TechNet Community Support

Need authorization for business document services attachment list with user status in ps claim for clm2 and clm3

Dear Friends,
client wants to restrict the attachment list changing, deletion after the user status sets to close in PS Claims for transaction clm2 and clm3.
Currently any one can attach documents as GOS and delete even the claim is completed and status is closed.
How can we restrict all users even who created the claim can not change create and delete attachment list documents once the claim is completed and approved and user status sets to closed.

HI,
what is the claim creation transaction in that 01 is for creation 02 is for edit and 03 for display so with the help of basis consultant you can assigned transaction in user's assigned role accordingly.
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SPD List serial WorkFlow attach Dynamic approvers, Document Sets attached to List

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