Can anyone help?
I have a document library which uses a document set content type (as well as others). I now need a workflow to run on that content type only initiating on the value of the ‘overdue’ column
The document set content type contains the following relevant columns.
last reviewed date – date format, manually inputted.
next review date – date format, calculated column of last reviewed date plus three months.
live – yes/no format. manually inputted.
Overdue – currently Yes/No format (although have also tried it as single line of text). calculated column whereby document must be ‘live’ and next review date passed to show ‘yes’, otherwise show ‘no’. column is working as required in the library.
Formula: =AND([Next Review]<=TODAY(),Live=Yes).
I have created a reusable workflow in SP Designer, associating it to the document set content type. Once saved and published, I have associated it to the relevant document library. In doing this I have tried instructing it to run on both ‘this list’ and just the document set. Neither worked.
The workflow is designed to create a task for owner to review document set every time the overdue column shows ‘yes’. The task is completed by choosing either ‘reviewed – no changes’ or ‘reviewed – changes made’ (custom task outcome already created and associated to the task list) and then the ‘last reviewed’ date is to be updated to date task is completed. This is to run in a loop, currently based on number of times as it is an on-going processes.
I have a similar workflow running on another document library and it works fine. The only difference is that that library does not have an ‘overdue’ column (just based around next review date) and is not on a content type.
I have tried a variety of things and can not get the workflow to run. I am unable to work out if I have set the workflow up incorrectly on the content type, the formula in the overdue calculated column is the problem (I have tried ‘yes’ with and without quotation marks and both as a yes/no column and single line of text) or whether the workflow itself is not built correctly. I have tried putting a very simply workflow onto the content type (just to send an email) but still based on the value of the overdue column and no success.
The contents of this loop will run 10 times Wait for field to equal Yes Start a task process with Current Item: (Task outcome to Variable: review result ) If Variable: review result equals Reviewed - no changes Update item in Current Item Else If Variable: review result equals Reviewed - changes made Update item in Current Item
Workflow is triggered on item creation
Each time I go back to amend the reusable workflow, I have lost the columns that exist in the content type to which it was associated. When originally created the ‘wait for field to equal yes’ was ‘wait for overdue to equal yes’. when trying overdue column as a single line of text I type yes into the workflow both with and without quotation marks. When trying it as a yes/no column, I had the yes/no options to chose from in the workflow. The ‘update item in current item is ‘last reviewed’ column updated to current date’
Where am I going wrong. Sorry for the essay but this is my first time trying to attach a workflow to a content type and despite lots of trial and error, I have still not succeeded. If anyone can help, that would be great. Step by step guide even better! Let me know if you need any more info.
Many thanks Hannah
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