Workflow in SharePoint 2013

Give me a simple way to create Leave approval 2 levels of approval in SharePoint 2013 Using SharePoint Designer 2013....
1. I created a List in sharepoint 2013 with these fields ... ( Name, Re. No. Leave Type, Start Date, end date )
2. The Approver names  and endorser details (email and dept.) i stored in Custom list..
Hai

Try following below:
http://office.microsoft.com/en-in/sharepoint-server-help/use-an-approval-workflow-HA101793831.aspx
http://blogs.msdn.com/b/sharepoint__cloud/archive/2012/01/05/send-holiday-request-to-your-reporting-manager-for-approval.aspx
Below are the steps to get it done.
1. Open SharePoint Designer 2010 and get connect to the site. In my case,
http://sp2010:81
2. Under the Site Objects, click on Workflows.
3. Choose List Workflows, and click on Calendar ( I am using the default calendar).
4. In the Editor, in the Step 1, type " send" and choose send email to
these users. Click on these users and select browse button to add users to "To". Select
User who created current item. 
5. Add another Step in Editor. (Step 2)
6. Click on Actions in Ribbon, and choose Lookup Manager of the
User. Click on user and choose User who created current item. In the Output variable , choose new variable and name it ManagerName.
7. So now we have Manager is of the current user who has submitted the Holiday Request. New we need to assign Task to the manager for approval or rejection.
8. You can put a "send email" steps to send email to the manager. Same as 4th point, but here you need to click on
Workflow Lookup for a User . In Data Source choose Workflow Variables and Parameters & in Field from source choose ManagerName.
9. Click on Actions in Ribbon, select collect data from user.
10. Click on data, it will start a Wizard. Click Next, Enter the name for the task and suitable Description ( such as Name: Holiday Request). Click next.
11. Here you need to add a field. Click Add, give the field name as Holiday Request. Information type has to be Choice type. Click Next
12. In the column Settings, add the options that you want to give to manager, such as Approval, Reject in seperate lines. Click Finish.
13. Click this user and select ManagerName similar to point 8.
14. Click on variable and choose new variable and choose Holiday variable.
15. Almost done.... Now all we need to do it compare the Holiday variable value.
16. Add another Step ( Step 3) in the editor.
17.Click on Conditions in Ribbon and select If value equals value, click on 1st value in the condition, click on fx button. Make sure Data Source is Workflow Variables and Parameters, Field from Source Variable: ManagerName.
18. In the 2nd value field in the condition, enter Approved.
19. If this condition holds true then send an email to the Submitter (Same as point 2)
20. Add another Else if condition and this time 2nd value field in If value equals value
should be Rejected.
http://stackoverflow.com/questions/20609074/how-can-i-create-leave-approval-in-sharepoint-2010

Similar Messages

  • Reading values from lookup columns through custom workflow in SharePoint 2013

    We are able to read the values of text, number columns through custom workflow (via coding) in SharePoint 2013. However, we are not able to read values from lookup columns. So, request anyone to provide help on this.
    Thanks & regards,
    Aditya

    Hi,
    According to your post, my understanding is that you want to read values from lookup columns through custom workflow in SharePoint 2013.
    Since the workflow just doesn't get lookup fields, let's give it something static to work with instead. If we can capture the ID of the lookup field and store that as a static value in our list, the workflow can happily use that to look up our related.
    For more information, you can refer to:
    SharePoint 2013 Workflows and Lookup Columns
    Thanks,
    Linda Li                
    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]
    Linda Li
    TechNet Community Support

  • How to create a three state approval workflow in SharePoint 2013 using visual studio 2013

    Hi Everyone,
    i have a requirement like 3 state to approve. Here is the details:- when the item added into the list it will go for reviewer. Once the reviewer review the item, he will assign the task to concern person/department(Parallel process more than two persons).
    Once they will approve the request again it will come back to reviewer and he will assign the task to team member(parallel process). Once the team member accepted then workflow terminate.
    i want develop this workflow using visual studio 2013 only, not using designer.. 
    Thanks in Advance.....
    Mallesh

    Hello,
    you can find multiple sample on the web like those
    http://www.splessons.com/2013/12/create-state-machine-workflow-in-sharepoint-2013-using-visual-studio-2012/
    http://msdn.microsoft.com/en-us/library/ee231606.aspx
    I don't think that's very different using VS2013 or VS2012
    Best regards, Christopher.
    Blog |
    Mail
    Please remember to click "Mark As Answer" if a post solves your problem or
    "Vote As Helpful" if it was useful.
    Why mark as answer?

  • Possible to fill a list using a custom Workflow in Sharepoint 2013

    Is it possible to develop a custom workflow that compares a Contact List and the Active Directory and add any missing people to the list? Or is this a functionality not available with workflows and sharepoint 2013?

    Instead of workflow you can do this,
    Have user profile service application set up ,which will run on daily basis by default(you can configure to run Hourly/Minutely also) to import all users along with user attributes(email, department ..etc) to SharePoint. Configuring  UPS :
    http://blog.anuragg.com/2012/12/configure-user-profile-service.html
    Create an item added event receiver on your "Contacts" list ,build business logic to fetch the corresponding  user details from the above synced user profile properties. Retrieving User profile properties :
    http://msdn.microsoft.com/en-us/library/office/jj163182(v=office.15).aspx
    Please remember to click Mark as Answer on the answer if it helps you

  • Multiple "Workflow Task (SharePoint 2013)" content type found

    Users on one specific sub-site reported that they are unable to add site columns to content type. When user clicks "add existing site column" user get error message - upon looking up on ULS, it indicate there were duplicate column "System.ArgumentException:
    No two choices should have the same ID". I came across similar issue on different site before and resolved it by deleting duplicate column, plus that site column was not used on any list or associated with any content type but this time duplicate
    column is "Task outcome" column which is associated with "Workflow Task(SharePoint2013)" content type. So looking up these two specific site column and content type I noticed there are 8 occurrence of each at affected site
    level (see below on image).
    Similarly there are 8 "Task Outcome" columns under Site Columns. So I refreshed staging env with prod copy and tried to delete "Workflow Task(SharePoint 2013" content type and got error message as shown below. Under Site features, I noticed
    "SharePoint 2013 Task List" feature was enabled, hoping this will do the trick I disabled it as we still use SharePoint 2010 workflows, but to no avail.
    Sorry, something went wrong
    The content type "Workflow Task (SharePoint 2013)" is part of an application feature.
    Not sure how it got started and something will try to find out but any advise on how to fix this issue?
    Thanks,
    MK Sin

    Hi Sin,
    According to your description, my understanding is that the users got an error when clicking “add existing site column”.
    For deleting the duplicate “Task outcome”column, you need to go to the “Workflow Task(SharePoint 2013)” content type, click the “Task outcome” column, and remove it from the content type.
    Then go to site columns, find the duplicate columns, and delete them and make sure only one “Task outcome” column exists.
    After the above, re-add the “Task outcome” into the “Workflow Task(SharePoint 2013)” content type.
    Best Regards,
    Wendy
    Wendy Li
    TechNet Community Support

  • Workflow in SharePoint 2013: Update item in list

    I have a task list where anyone can post a suggestion for a blog. There is a string field for the status.
    I have a library where the author can upload the blog article when ready to send for review. Uploading the document triggers the workflow to start. This document is reviewed twice and when the author is satisfied it will go for translation and then for web
    publication.
    All of this is worked out in the workflow except for one thing: I would like to update the task list at each stage of the process to the current status. Since it can all be done programmatically, I don't need to use a "choice" field. The string
    field would be just fine. One of the things I saw in my research is that "choice" fields won't update.
    I have put a lookup field in the blog article library to correspond with the title in the task list to create a relationship.
    First of all, is it possible to do to update a task from a document library, or am I just spitting in the wind? If so, why doesn't it work?

    which specific field you want to update after task approval. Did you create a content type based on workflow task (SharePoint 2013) and associated that particular content type with your task list?
    I repeat my question - do you want to update task list after the task execution or just after assignment?
    If its just after assignment then I think its not possible OOB and if its after the execution of the task then its doable OOB since there are two variables set as task out i.e. task outcome and TaskID (guid of the current task list item) and from that TaskID
    you can lookup the task list item and update any field.

  • Sharepoint 2010 Workflow successful: Sharepoint 2013 Workflow UNsuccessful:

    Observation 1 
    1. I created 2 workflows that write "completed" to the workflow history 
    a. 1 workflow uses sp2010 workflow manager 
    b. 1 workflow uses sp2013 workflow manager 
    2. sp2010 workflow works fine; it will start either manually or automatically (when a new item is created ) without issue; "completed' is written to the log as expected. Good. 
    3. sp2013 does not start automatically (when a new item is created ); when trying to start manually I get error message "Something went wrong. To try again, reload the page and then start the workflow." Which I do, but still fails.
    Bad. 
    4.On Workflows.aspx I can see the links to start the 2 workflows manually. 
    a. When I hover over the sp2010 workflow link I can see something that look like this: 
    http://playground/sites/falcontt/_layouts/15/IniWrkflIP.aspx?List={ae95de8e-508b-4aa6-b4b6-490288e35e9f}&ID=53&ItemGuid={697E4218-D889-4FB8-A27B-D188F5D93250}&TemplateID={199c3d86-89a8-4286-b285-37e2d2067b52}&Source=http%3A%2F%2Fplayground%2Fsites%2Ffalcontt%2FLists%2FTrouble%2520Tickets%2Fall%2520requests%2Easpx 
    b. But when I hover over the sp2013 workflow link I can see something that look like this: 
    javascript:StartWorkflow4('949cb889-9b46-4959-9673-842e60cc5a42', '53', '{697E4218-D889-4FB8-A27B-D188F5D93250}') 
    Should this link also look similar to the sp2010 workflow link? If so, do you have any idea why it is different? 
    Observation 2 
    In Sharepoint Designer 2013, when I goto Navigation -> Workflows and click on the 2010 workflow, I see a file listed under "Forms" that looks like this "sp2010 test workflow.xsn". By the way the name of the workflow happens
    to be "sp2010 test workflow". 
    But when I goto Navigation -> Workflows and click on the 2013 workflow, I see a NO file listed under "Forms". Should I see "sp2013 test workflow.xsn" listed there? If yes, can you think of why it is not listed there? 
    I saved the workflow debug logs from Event Viewer but won't share that info here unless necessary, to avoid making things look more complicated than they have to be. 
    Thanks for any comments suggestions, tips, questions, anything, etc. 
    Thanks and have a great weekend. 
    George 

    Hi George,
    First of all, I'd like to clarify that workflow manager is dedicated for SharePoint 2013 workflow platform. SharePoint 2010 workflow is integrated in SharePoint server, while 2013 workflow is based on a new platform named workflow manager server.
    In SharePoint 2013 designer, 2010 workflow has forms while 2013 workflow doesn't have forms.
    For this issue, I suspect there is something incorrect with workflow manager. From the error message "Something went wrong. To try again, reload the page and then start the workflow",  please flush the DNS cache via executing
    IPCONFIG /FLUSHDNS, and restart workflow manager related services such as below, then recreate 2013 workflow to test the issue:
    Service Bus Gateway
    Service Bus Message Broker
    http://blog.houratious.com/2014/05/sharepoint-2013-workflow-something-went.html
    Regards,
    Rebecca Tu
    TechNet Community Support

  • How to test the migrated workflows in SharePoint 2013

    Hi, we are migrated the portal from SharePoint (Moss) 2007 to SharePoint 2013 using Doc Ave tool.
    Now my concern is how to test all (OOTB and SharePoint Designer) workflows are working properly in SharePoint 2013.
    How to approach? Any ideas/help will be appreciated.

    Hi Ashok,
    Have the business users that use them or the folks that created them test them in the DEV environment prior to the PRD migration...
    -Ivan

  • Emailing external user using a workflow in Sharepoint 2013

    I am currently trying to create a list where the user can upload a document, input an email address (external) and an expiration date. I then have a workflow that will send an email on the expiration date. The problem I am getting is that Sharepoint 2013
    doesn't like emailling externally.
    22/01/14: I have since found that this isn't a problem with exchange, as Sharepoint is trimming the addresses out of the original workflow. Does anyone know how to stop this.
    Please help.
    Evil Genius at Work. DO NOT DISTURB!!!

    you need to allow their IP address to relay anonymously in Exchange.
    http://social.technet.microsoft.com/Forums/sharepoint/en-US/c55a6a68-c6e3-4f4d-b5ed-d4e2892fe490/sharepoint-2010-email-external-users-in-a-workflow?forum=sharepointcustomizationprevious
    My Blog- http://www.sharepoint-journey.com|
    If a post answers your question, please click Mark As Answer on that post and Vote as Helpful

  • What Has Happened to Workflow in SharePoint 2013

    I am at a loss to get workflow 2013 to work with SharePoint 2013. I am astonished that workflow (other than the broken and buggy 2010 version) is not part of SharePoint 2013. What on earth were they thinking. as if that is not bad enough they have managed
    to break the installation of WorkFlow 2013. This has been reported numerous times by numerous people and needless to say the response from Microsoft has been complete silence.
    In desperation I have just created a virtual machine with 2012R2 standard edition. I have installed (using the SharePoint 2013 +sp1 disk) the SharePoint Prerequisites. Next I follow the link they have provided to "optional software" where it
    lists workflow manager. Instead of running an MSI or EXE they run the Web Platform Installer 5.0. After a bit of downloading and installing it tells me: "We're sorry. The following products have failed to install.
    Microsoft Windows Fabric V1 RTM
    This product did not install successfully: Invalid command line argument"
    So SharePoint 2013 doesn't have workflow and this bug has been present since it came out and the web is filled with people asking about it.
    Does anyone know how to fix this?

    Thank you for that. You missed my point. I don't care whether it is embedded in SharePoint or a separate system. What I care about is that the installation/configuration is not included in the SharePoint installation. It is an optional extra.
    We don't have to create the individual tables and databases in SQL and that is also a separate system. We don't have to configure IIS and that is a separate system so why is the installation and configuration of workflow not treated in the same way? That
    is what I was getting at.
    I most certainly have followed their instructions. Lets be honest they are very straight forward.
    Microsoft's instructions are clear:
    1. Download and run the Microsoft Web Platform Installer
    2. Type "workflow" in the search box.
    3. Click "Add" for the Workflow Manager V1 RTM
    4. Click "Install"
    Even if you download the workflowmanager.msi that just runs the web platform installer and searches for "workflow". Regardless of which you choose; now all you have to do is wait for the error message which comes shortly after this. I have just
    typed this from memory after several hours in the pub so it is not that difficult. If you would care to point out where I have not "specifically follow[ed] the directions" I would be most grateful.
    Now let me tell you what I have found. If I create a virtual machine with Windows 2012R2 and follow the instructions as outlined above it installs perfectly well. If I create another machine and install the SharePoint pre-requisites and then follow the instructions
    as outlined above it does not install at all. Do you think this is because I am not running the web platform installer correctly? My latest experiment is to install it first and then install SharePoint. That seems to hold some promise of actually working
    but if that works then the Microsoft installation instructions are wrong because they don't mention any of this until after SharePoint is installed.
    Looking at the response from Dai Webb below it would seem that there is quite a lot that needs to be done that isn't mentioned in any Microsoft instructions or anywhere else that I have found. Perhaps that is the problem but if it is how come all those organizations
    you mentioned have installed it? Did they know about this or is there yet another way of installing it?

  • Suspended Workflow in SharePoint 2013 with HTTP 401 Error!

    I have a list workflow which starts automatically when creating an item to generate a serial number. But when any user create
    a new item, the workflow suspend with the following details, and only the users with "Full Control" permissions can make the workflow work:
    RequestorId: eda26c74-95ef-2733-0000-000000000000. Details: An unhandled exception occurred during the execution of the workflow
    instance. Exception details: System.ApplicationException: HTTP 401 {"Transfer-Encoding":["chunked"],"X-SharePointHealthScore":["1"],"SPClientServiceRequestDuration":["88"],"SPRequestGuid":["eda26c74-95ef-2733-87b9-028d0512861d"],"request-id":["eda26c74-95ef-2733-87b9-028d0512861d"],"X-FRAME-OPTIONS":["SAMEORIGIN"],"Cache-Control":["max-age=0,
    private"],"Server":["Microsoft-IIS\/8.0"],"WWW-Authenticate":["NTLM","Basic realm=\"sp.contoso.com\""],"X-AspNet-Version":["4.0.30319"],"X-Powered-By":["ASP.NET"],"MicrosoftSharePointTeamServices":["15.0.0.4420"],"X-Content-Type-Options":["nosniff"],"X-MS-InvokeApp":["1;
    RequireReadOnly"],"Date":["Sun, 27 Apr 2014 11:13:07 GMT"]} at Microsoft.Activities.Hosting.Runtime.Subroutine.SubroutineChild.Execute(CodeActivityContext context) at System.Activities.CodeActivity.InternalExecute(ActivityInstance
    instance, ActivityExecutor executor, BookmarkManager bookmarkManager) at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)

    Hi AmrHanmam,
    According to your description, my understanding is that SharePoint 2013 workflow suspend with 401 error.
    For resolving your issue , please do as the followings:
    Be sure User profile synchronization is started.
    The user by whom you are logged is available in User Profile list.
    Final step full synchronization of User Profile Application.
    Here is a similar post for your reference:
    http://social.technet.microsoft.com/Forums/en-US/8671e31e-fde2-454c-aba4-0fc6484dd873/sharepoint-2013-workflow-suspend-with-401-error?forum=sharepointcustomization
    In addition, there is another reason for this issue, please take a look at:
    http://support.microsoft.com/kb/2839070/en-us
    I hope this helps.
    Thanks,
    Wendy
    Wendy Li
    TechNet Community Support

  • Workflow Manager SharePoint 2013 - HTTP forbidden, 403 SSL is Required

    Hello,
    I have installed Workflow Manager and configured it to allow http and https communication, following the video instructions
    : Install and configure Workflow in SharePoint Server 2013
    http://technet.microsoft.com/en-us/library/dn201724(v=office.15).aspx
    I implemented a simple workflow in a new 2013 team site using SharePoint Designer 2013 (following episode 6) and
    everything worked.
    I then tried an identical list workflow in my root site collection (which was upgraded from 2010) and get:
    Status Started: Retrying last request. Next attempt scheduled in less than one minute. Details of last request:
    HTTP Forbidden to
    http://myserver/_vti_bin/client.svc/web/lists/getbyid(guid'fc6b128e-72e5-4c84-8d37-3a5a8a8f9030') Correlation Id: 36fa92d5-72e2-523d-ab84-c51d605fb705 Instance Id: a9671cc8-078d-4b1e-a8b8-3d95806b74f6  Retry now
    Status Suspended: Followed by the message:
    HTTP 403 {"x-ms-diagnostics":["30000000; reason=SSL is required"],"
     The process for creating and running these workflows was the same. Can anyone help?
    macrel

    Hi Marcel,
    Try executing the following command below and make sure that the workflows properly registered:
    $credential = [System.Net.CredentialCache]::DefaultNetworkCredentials
    $site = Get-SPSite(<siteUri>)
    $proxy = Get-SPWorkflowServiceApplicationProxy
    $svcAddress = $proxy.GetWorkflowServiceAddress($site)
    Copy-SPActivitiesToWorkflowService -WorkflowServiceAddress $svcAddress -Credential $credential -Force $true
    More references are provided in the below link
    http://technet.microsoft.com/en-us/library/dn133867.aspx
    http://social.msdn.microsoft.com/Forums/en-US/ccefeb99-5b39-4494-a545-771bf6e77137/error-in-workflow-2013-when-i-try-assign-task-http-forbidden?forum=sharepointcustomization
    http://social.msdn.microsoft.com/Forums/en-US/008d825f-eedf-4fc5-9ce1-7c19933681f7/http-403-forbidden-error-when-starting-workflow-manually-on-sharepoint-2010?forum=sharepointdevelopmentprevious
    Regards  Roy Joyson
    Please remember to mark your question as "answered"/"Vote helpful" if this solves/helps your problem.
    Roy Joyson

  • Re installing Workflow Manager SharePoint 2013

    In my domain I have only 1 SharePoint Machine where I also install the Workflow Service Manager, but now I'm facing alot of problems with the workflow manager, What I want is to Totally Remove or Uninstall the workflow Manager, and re-Install it with a very
    clean steps. Could someone help me !!

    Hi,
    Please refer to the link below to uninstall SharePoint 2013 Workflow Manager Farm:
    http://sharepointinaction.wordpress.com/2014/01/27/uninstallingremoving-sharepoint-2013-workflow-manager-farm/
    In addition, here is the reference for you to install and configure workflow for SharePoint Server 2013:
    http://technet.microsoft.com/en-us/library/jj658586(v=office.15).aspx
    You could also refer to the video series:
    http://technet.microsoft.com/en-us/library/dn201724(v=office.15).aspx
    Regards,
    Rebecca Tu
    TechNet Community Support

  • Button or checkbox to start a workflow in sharepoint 2013

    In my first project for SharePoint 2013, I want a workflow to be manually started by the user due to the way I am using the default buttons generated by SharePoint 2013.
    I would like the user manually be able to start a workflow by doing one of the following:
    1. click a button, or
    2. click a check box, or
    3. select an option button.
    Thus can you tell me how to 'wire together', connect one of the options I listed above to start a workflow manually?

    Midnight,
    THIS IS HOW WORKFLOW CAN BE STARTED MANUALLY
    Create a multiple value radio button column and name it WFStart
    Create a SPD workflow on item add and edit autometically
    Check WFStart value at to as Workflow start condition.
    If Yes, proceed with next stage
    If no stop the workflow
    See this link: Workflow
    conditions in SharePoint Designer : A quick reference guide
    Idea is to start workflow every time but only proceed when radio button column (WFStart) value if yes. No code implementation!
    Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

  • SPUCWORKERPROCESS.EXE is not running message when debugging workflow on Sharepoint 2013

    When I launch my workflow from Visual studio 2013 I get an error saying "Unable to attach. SPUCWORKERPROCESS.EXE is not running".
    I verified that "Microsoft SharePoint Foundation Sandboxed Code Service " is running in Central Administration"
    I pass these commands from powershell:
    $acl = Get-Acl HKLM:\System\CurrentControlSet\Control\ComputerName 
    $person = [System.Security.Principal.NTAccount]"Users" 
    $access = [System.Security.AccessControl.RegistryRights]::FullControl 
    $inheritance = [System.Security.AccessControl.InheritanceFlags]"ContainerInherit, ObjectInherit" 
    $propagation = [System.Security.AccessControl.PropagationFlags]::None 
    $type = [System.Security.AccessControl.AccessControlType]::Allow 
    $rule = New-Object System.Security.AccessControl.RegistryAccessRule($person, $access, $inheritance, $propagation, $type) 
    $acl.AddAccessRule($rule) 
    Set-Acl HKLM:\System\CurrentControlSet\Control\ComputerName $acl
    And I run Visual Studio 2013 as Administrator.
    Effectively when I look in Task Manager there is no SPUCWORKERPROCESS.EXE but a lot of SPUCWORKERPROCESSPROXY.EXE.
    My environnement developpement is a single Windows Server 2012 R2 as Domain Controler with Sharepoint 2013 SP1  and February 2015 Cumulative Updates. Visual Studio 2013 Update 4.
    Any idea

    Hi,
    Per my understanding, there is an issue when deploying a workflow solution from Visual Studio.
    I suggest you check the ULS logs to collect more information for troubleshooting this issue.
    About how to check the ULS logs:
    http://blogs.technet.com/b/fesiro/archive/2013/11/11/sharepoint-logging-and-troubleshooting-using-ulsviewer.aspx
    http://blogs.c5insight.com/Home/tabid/40/entryid/190/All-About-SharePoint-2010-ULS-Logging.aspx
    Also, you can try creating an empty SharePoint project without extra customization for a test to see if the issue persists. 
    Thanks
    Patrick Liang
    TechNet Community Support
    Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
    [email protected]

Maybe you are looking for