However, we are unable to use the SharePoint 2010 approval workflow template.

You can rename it later within your document library. We’ll create a content type here that is a meeting agenda. Hi all, We are trying to set up a approval and review workflow for one of our document libraries. Find out more about the Microsoft MVP Award Program.

Hi Rod – in your workflow when you create the new item are you modifying “Content Type ID” to the correct content type that contains your template? Open SharePoint Designer and create a new list workflow on the list you created for this (or the list you’re using for it, anyway). In our example, this is “Agenda.” Click “Add” and “OK.”. J. You’ll be redirected to your library settings page again where you’ll see your new content type listed. R. Go back to site settings –> site content types (under Web Designer Galleries) and select the name of your new content type. While our content type is visible, go to your document library, click “New” then select your new content type, in our case “Agenda.”. Finally, set your remaining required fields to values from your list so they’ll pull into your template how you want them to. Create and optimise intelligence for industrial control systems. Sharepoint online workflow templates. My content type is correct, I’ve even tried starting fresh with a completely new list, library, content type and workflow. In SharePoint, a Collect Feedback workflow automatically routes the document or item, assigns review tasks and tracks their progress, and sends reminders and notifications when needed. This will bring along our required fields so we can place the merge fields in the template.

Also, it’s most important that you create a 2010 workflow – 2013 does not work for this purpose. I hope this post has been helpful! From looking for the answer, it appears to be the first step to creating a SharePoint Can anyone help me locate this 2010 approval workflow a different way? S. Type the path to your new document template in the first field, “Enter the URL of an existing document template.” In my example it would be something like “/[SITE]/[SUBSITE]/Shared Documents/NewAgendaTemplate.docx.” Your document library may be named something else if you’re not using the default library so double check the path. If you don’t have content types, your newly created documents would just be blank documents unless you alter the default document template (not recommended unless you never want to create a document within your site from scratch). Set Path and Name to either a list column value (using function) or use string builder to make it a little more custom.
I begin the name with an underscore so that it will appear at the top of my lists for easy access. C. Go into your site settings and under “Web Designer Galleries” click “Site content types.”. P. Save your new document. Please reply. Later, if you decide you would only want this document type created by workflow and not manually by any user, you can come to the library settings page, and select “change new button order” under content types.

Try running it on a list item. Has anyone gotten this process to work, and if so, could you elaborate some details that perhaps I am missing? How can I insert/merge fields from my list into my excel file as you did on this example? So here we go! @selva raj I haven't been in SharePoint designer for a very long time, but here's what I do know--Microsoft Flow uses JSON for its workflows.From an uninformed point of view, I'm doubtful there is a simple way to convert a Designer workflow to a Flow workflow--I don't remember SharePoint designer having a concept of connections, which is a critical piece of Flow. - edited W. Select each field one at a time, then “modify.” Set Content Type ID to your newly created content type. If it is populating, but just not in your document, I would make sure your template is a .docx file and would try adding the “quick parts/document properties” again and saving. Close Microsoft Word. In my example, it’s Agenda. In the example above, I’ve already inserted “MeetingLocation” and “MeetingTimeSpan” and formatted them how I like. We have over 850 workflows we need to convert to Flow. Use whatever formatting you like as you normally would.

K. “Add from existing site or list columns” – most importantly, those that you want to use in a mail-merge sort of way where your document automatically pulls in list item data to populate fields in your template. Running the workflow will actually create the Document Library item as expected, but when trying to access that document, every time I get an initial popup message in SharePoint that says “Sorry, we can’t open this presentation because we ran into a problem. From an uninformed point of view, I'm doubtful there is a simple way to convert a Designer workflow to a Flow workflow--I don't remember SharePoint designer having a concept of connections, which is a critical piece of Flow.