Demand Managment Workflow Document Exisits go to next phase RRS feed

  • Question

  • Hi, I am trying to create a demand management workflow but I m stuck here:

    I would like to check if a document by the name "Project Charter" exists on the project site. If it exists then proceed the workflow from planning to execution phase.

    Is it possible.

    Any help greatly appreciated.

    Tuesday, May 10, 2016 7:36 PM


  • Hi Nav Sahi,

    To do something like this you would either have to code your workflow in Visual Studio or use a tool like Nintex.  An alternative would be to create a Workflow enabled Enterprise Custom Flag field called "Project Charter Created" and not progress the workflow until this is checked.  This way you are asking the PM to check the field, and this field is accessible when you create the workflow using SharePoint Designer. 

    Both ways have their advantages and disadvantages; the main point being that there is no way to check the validity of the project charter!

    Ben Howard [MVP] | web | blog | book | P2O

    • Marked as answer by Nav Sahi Tuesday, May 17, 2016 7:15 PM
    Wednesday, May 11, 2016 6:45 AM