2

I have a document(s) review process that I am trying to implement at work. The idea is when I upload a document or a folder to a document library, the system will start a workflow that assign a task from a task list (to use project summary dashboard to view due assignments). A task email notification will be send to the reviewer. On the email body, it should contain a link to the document/folder for review, and a status report option whether edit was done or the review agree with the author.

  1. How can I include the document link to the task email?
  2. Any suggestion how the workflow structure?
1

SharePoint actually comes with a few built in ways to do this! The first way is simpler: in the Document Library Settings > Versioning Settings you can enable content approval to be required where anyone with approval level permissions can approve the document from the document library using the ... button. To acquire the emailing task notification and some other more advanced features you will need to use the workflow.

To use the ready workflow you have to enable the "workflow feature" for the site collection (top level site settings > site collection features) which then adds a set of "Aggregated of out-of-box workflow features" one of which is the approval workflow. To use this workflow go to the Document Library Settings > Workflow Settings > Add Workflow and the workflow template will be the approval - SharePoint 2010. The task list is then where the list of tasks can be seen with info like who the task has been given too and status of the workflow. You can also set it to run when a document is created or manually . The basic structure of this work is as follows:

  1. Collect data about approval (deadline, approver etc.)
  2. Send email to the approver (with link to document and to task list)
  3. The approver then approves/rejects the document either from viewing the document or through the task list
  4. The creater of the email is then sent an email with whether it has been approved or declined

The Microsoft Website is really good at explaining the workflow if you need more information and if you need to expand it's capabilities SharePoint Designer can be used to customize.

  • Thanks Laura. I think "Collect Feedback" workflow is the closes action that I am looking to accomplish. Do you have any suggestion how I can customize the workflow further? – Mark G Oct 5 '17 at 14:06
  • They both work in quite similar ways, the feedback workflow just allows for an extra step for the creator (or whoever you use) to adjust according to the feedback so depends on your needs. Something that I have done is to apply it to a list and then automatically allocate the tasks based on a column in the document library. – Laura Cook Oct 6 '17 at 8:11
  • 1
    I don't know if you have customised a workflow before but here are some useful links that were really useful for me: Custom Workflow Tutorial, Intro to custom workflow, collect feedback workflow basics – Laura Cook Oct 6 '17 at 8:25

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.