SharePoint Power Hour–Workflow Q&A

In the past couple of weeks, I’ve gotten various workflow questions in email and in comments on my blog.  In this week’s episode, I will go over the following questions, which apply to SharePoint on-premises AND Office 365.

Question 1:

Is it possible to create a workflow (either out of the box or with SPDesigner) that runs monthly on the first of the month? We want to just archive items from list 1 to list 2. a quick google search did not show a SPD option for this. I suggested custom code but I am still looking for an OOB option.

Question 2:

How do you copy a column from one list to another?

Question 3:

Please help! I’m creating a WF for CAD request & I want to complete the task through the WF. Is this correct?
<with screenshot on twitter>

Here is the link to the streaming YouTube video tomorrow, 3/2/2016, and it will still be there on-demand afterwards:
SharePoint Power Hour- Workflow Q&A

SharePoint Power Hours are on Wednesdays at 11 Central, and you can come and ask questions live!

Just head on over to my YouTube channel any time, and look at the Power Hour playlist:


  • Hi Laura, Tim just sent me message for you will cover the power hour tomorrow for the moving date when is always 1st day of month from one list to another list. I am looking forward to that show hour. When will be the power show hour tomorrow?
    Thank you very much!!!
    Joy Wang

  • Hi Laura,

    I just purchased your book Step by Step Using Microsoft InfoPath 2010 with Microsoft SharePoint 2010 to create a in-form approval workflow. In my form, I want to retrieve the current logged on user name by using User Profile Web Service. I followed the instruction on your book and I am able to retrieve the current user name in InfoPath form, but when I published it to SharePoint, the field is displaying the system account name instead of the Preferred name. I really appreciated any help.


  • running a workflow on the first of the month – very easy. Information Management Policy can do it, or it can run every day and test the date, you decide what happens next. Create a one item list, ID 1 is current-date, a date field. Next, go to information management policy settings on the library and set a policy on the LIBRARY to run a workflow ‘update current date’ starting today and repeat every day. The content of the workflow is, update list item where ID = 01, set current date to Fx – today. That gives you the current date, simple to use thereafter. Just be careful of information management policy settings – central admin – run at time of day etc, it is a two step process. Also, if you publish the workflow, you have to re-enter the IMP settings on the library…. every time.

  • I have been developing a document dictionary knowledge base in sharepoint consisting of three list’s (document type, form type, and level). Using filters I can link each of the lists, however I cannot get the filtering to work for key-word search, only selecting document type pulls up the related form types. Would Query String Filtering work best with URL and Custom Actions, or should I be approaching this a different way?

    • Try using the search results web part and the search refiner web part next to each other on a page. That will allow you to use Tags as a refiner, and any other fields you need, you’d need to make them refineable too.

    • Ok, I will give this a try and get back to you.

  • Hey Laura, do you have any tutorials on extending SharePoint Workflow actions? I need to extend the email action so I can define the “From” address, Add Attachments and send external emails from Office 365.

  • Thanks Laura I will check i out.

  • Martin De Block

    Hey Laura,

    I was wondering if there is an easy way of counting the number of approved documents or/an number of documents that received feed back in any given library?


  • Has anyone found a solution that would enable SPD workflows to send email as “Plain Text” vice HTML? There used to be an old Codeplex solution but that only work on-prem. I’m looking for a solution that will work in O365.

  • Do you have classes to help learn about workflows and infopaths

    • I have a workflows and forms class, and most people are moving away from InfoPath, so I’m going to have a separate InfoPath class soon.

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