I had to create a workflow to create an email notification every time the content is modified.
The Email should go to a specified set of owners and a publisher.Can anyone walk me through the steps?
You need to create workflow in SharePoint designer 2010 and set the workflow start options when item is edited. In the workflow designer from workflow commands double click on email and configure it.
http://office.microsoft.com/en-ca/sharepoint-designer-help/introduction-to-designing-and-customizing-workflows-HA101859249.aspx
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Good day. I am not getting solution any where so finally i decided to post here.
I am using share point 365 . I created 1 list . once list data updated Email needs to trigger.
I created work flow in share point designer 2013.
In my List i have only 1 Filed.
Field : Manager email id ( Text Box )
in work flow i trigger email for me and manager email id.
But email trigger only for me not my manager.
So check the permission and given contribution permission to "everyone except external users"
Again i tried email not triggered.
Again i given permission for Particular manager .
Then i tried , Email trigger happen.
I have more than 5000 People i cant able to add individual for all 5000 so i used "everyone except external users" but this is not working.
Is this Bug ? or we have work around for that.
Waiting for your response.
Regards,
You have to create workflow in SharePoint designer.
Follow these steps
Create a list
Click on edit . Add a field Email having type string.
save it.
Open this list in SharePoint designer. Create a workflow.
Click on action.
Under core action, click on send a email option.
Click on these users.
Then a define email message window will be displayed.
Click on a icon of To section.
Choose Workflow Lookup for a user from the list. Click on Add.
Select Current Item in Date source section and the Email field of our list in field section. Press OK.
Draft a email that you want to send. Press OK.
Follow same steps for you as user also.
In transition to stage section,select go to end of workflow.
Click on workflow setting.
In Start option, tick all the options.
Publish it.
I have a documents library where mainly pdf and doc are uploaded. I have also got a nintex workflow running behind this library.
The workflow sends an email notification to users every time a new document is uploaded. However it is also sending emails when a new folder is created.
Is there any way we can get nintex to NOT send emails when a folder is created.
You could put a check at the start of the workflow for content type.. If folder end wf. Or goto workflow settings and put a conditional event on create. To only start wf if content type = document
I am converting our Word HR forms for use on our intranet. I am creating them using InfoPath 2010 and Publishing to SharePoint forms library. I have prepopulated some fields such as name, telephone, manager etc by querying Active Directory. I need to setup an approval workflow and the first approver will always be the users manager. The manager field already has the manager populated but I don't know how to dynamically add it to the workflow.
If you are using a Person/Group Picker within InfoPath, you will need to promote the AccountId field to make it accessible to SharePoint workflows. This can be done when you publish your InfoPath form.
You can then assign the value of AccountId to first approver in your workflow.
I’ve designed a form for a user here to collect data for a workflow. I used SharePoint designer to build a custom approval form. When the workflow is initiated I am receive and email to ‘Edit Task’. I click on the Edit Task button and it takes to the form. I enter the information requested and my tasks lists and calendar are updated. However when I set the email to go to the user who will be entering the data( approval) the ‘Edit Task’ Button takes him to an error page “404 page not found”.
It seems that when I created the form SharePoint saved it to a local server and not to the Sharepoint server. I notice that the out of the box workflows go to this directory: http://vaww.visn16.portal.va.gov/sites/HOU/IMS/VistA/Help/_layouts/...
However my form is in the Workflow directory: http://vaww.visn16.portal.va.gov/sites/HOU/IMS/VistA/Help/Workflows/
I use my Explorer to go to My Network Places and I can see the directory for my workflow and workflow form. However other users with my same permission can get to the Workflow directory but only they cannot see the form. The other files associated with the workflow are present for them. Why can’t others access(see) the form? Users that I have asked to test this workflow all have full permissions like me.
Make sure the page that you navigate to when you click the Edit Task button is not checked out to you. If it is checked out, check it in and others should be able to see the page.
the email that is generated when a task is assigned by sharepoint workflow doesn't fit my needs and I would either like to customize it. If anyone knows how to customize this email, please let me know.
The best thing to do is to disable the default email alert on the task list by going to list settings. Then create another workflow on the task list that gets triggered on item creation and only when the item creator is the first workflow. Then use a send mail activity from designer and you can customize that to your heart's content.
http://office.microsoft.com/en-us/sharepoint-designer-help/video-create-an-approval-workflow-in-sharepoint-designer-2010-VA101897477.aspx (or http://www.youtube.com/watch?v=wfGDBzQvAwI)
Starting at 5:37, this video show how to customize the email sent by a workflow task using SharePoint Designer 2010.