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  • Email Workflow

    I have a personnel list with several qualification columns. Each qualification has a corresponding Status column (status can be either Compliant or Noncompliant). The status columns (basically the entire sheet), are updated once a week through the use of a calculated column. I am trying to create a workflow...
    Posted to Workflow (Forum) by Curtis on 05-17-2017
  • Send a Form Link via Workflow

    Overview How about approving workflow requests via email with one click? With Qdabra's easy-to-install FormsViewer app, you can do this and more. Wouldn't it make even more sense to approve workflows from a phone without having to login to SharePoint? Well, now with FormsViewer, even external...
    Posted to Mel Balsamo (Weblog) by Mel Clemente on 03-11-2017
  • Workflow to Update multiple Dates

    I have a Equipment list that includes Bldg No, Asset No, Date of Last Inspection, and Inspection Status. The list unique identifier is the Bldg No. The Bldg No may appear several times on the list, based on the number of pieces of equipment in the building. The data from several inspection forms, by...
    Posted to Workflow (Forum) by Curtis on 02-21-2017
  • Calculating Group Total and Pushing to Aggregate List

    1. I have a Regional Compliance List that tracks 'Total Systems' and 'Total Systems Inspected' 2. Both totals are currently updated by me, manually 3. There are several forms that the user can use to upload various system inspection forms to various libraries 4. I have created workflows...
    Posted to Workflow (Forum) by Curtis on 01-18-2017
  • Creating a Calculating Workflow

    I’d like to create a workflow that tallies the total in two columns of one list, and auto-populating that data into two columns in another list. List: Park-wide ITM Compliance List Park No. of Systems Inspected (Compliance) List: Regional ITM Compliance List No of Park No Compliant Can a Park-wide ITM...
    Posted to Workflow (Forum) by Curtis on 01-07-2017
  • Re: Workflow Update that Automatically Updates List Date from Date in Library

    It took a day and a half; but, I finally figured it out. Thank you InfoDev team.!
    Posted to Workflow (Forum) by Curtis on 01-05-2017
  • How to filter secondary data source

    I have a three step 2010 style workflow in SPD 2013. In first two steps user is asked to enter "Color" name for e.g. red, green, blue etc. and in 3rd step, the data that was entered in first two steps is displayed on screen and then user presses "Approve" or "Rejected" to...
    Posted to General (Forum) by Frank Martin on 12-21-2016
  • File attachment option in InfoPath 2013 task form

    Hello, I am making a workflow in SPD 2013. In workflow I have added standard approval task. Once I publish that workflow, SharePoint automatically generates InfoPath form. When I open that form in InfoPath 2013 I don't see any file attachment control. How can I give user option to attach file in...
    Posted to General (Forum) by Frank Martin on 12-19-2016
  • Re: Calculating Passed Due in SharePoint List

    There are about 1900 systems in the list. Most inspection reports come in one at a time. Though, there are times when one unit will send in dozens at a time. I'd like: 1. To have a running 'clock' on current entries in the list, and when the difference between 'Today's Date' and...
    Posted to SharePoint Integration (Forum) by Curtis on 12-06-2016
  • submit data to sharepoint list using web service (task form)

    Hi, I have a background in nintex forms and we use to be able to create workflows with each user in the workflow able to see the data of the previous task in the workflow as well as submit theier own data to the list using forms. but now i have to use infopath and sharepoint 2010 workflow...
    Posted to Browser Forms (Forum) by jet123 on 11-13-2016
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