SharePoint Designer 2013 Content Type Workflow Multiple Sites

In SharePoint Designer 2013, I need to set up a content type workflow that can be run from multiple sites in a site collection.

I have a document set content type that we'll call ContentTypeA. ContentTypeA allows ContentTypeB (document content type) as an allowed content type in the document set. All columns of ContentTypeA are set to be automatically synchronized to all documents in the document set.

Depending on a status in ContentTypeB, I need to send an email to someone in a person field in ContentTypeA. Is there a way to do this?

April 22nd, 2015 12:23pm

Hi,

Do you want to send an email to person based on the value of a column named person in ContentTypeA, depend on the value of a column named status in ContentTypeB?

A possible solution can be like this:

1. Create a reusable workflow based on ContentTypeB and retrieve the value of status in ContentTypeB.

2. Retrieve the Encoded Absolute URL of Current Item and extract the name of library and the name of current document set.

3. Use Call HTTP Web Service workflow action to retrieve the value of person in the document set with the values retrieved from step 3,  then send the email or not based on the value of status.

About how to extract substring from a string in SharePoint Designer workflow, the custom string processing workflow actions below would be helpful:

http://www.codeproject.com/Articles/749471/String-processing-workflow-actions-for-SharePoint

A documentation about how to use Call HTTP Web Service workflow action:

https://msdn.microsoft.com/en-us/library/office/dn567558.aspx

Best Regards,

Dean Wang

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April 23rd, 2015 10:25pm

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