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I've created a custom document set and a custom Workflow in SPD 2013 to route a document set to multiple approvers. However, I am having an issue with how to initiate/handle the approvers. Is the correct way to go about this by creating a 'approver' task list and assigning the approvers? Or is there a built in way to do this so I do not have to create the approver task list? Thanks in advance.

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You can simply use the approval process in SPD. You can select/search for the approvers as per steps below -

  • Select an approval process in SPD

Select an approval process

  • Click on "these users" and then search for the approvers as per screen below. The approvers will be notified of their tasks via email, which can be opened directly via Outlook tasks, or open in SharePoint

enter image description here

  • This is SPD 2010 action, correct? Will this work with a custom document set? – MonkeyWithMachine Aug 6 '18 at 14:37
  • Yes it will work with document sets as well.. also with SP2013 and SP2016 – Satyajit Paul Aug 6 '18 at 14:39
  • Thank you, I plan to implement this on SharePoint online. – MonkeyWithMachine Aug 6 '18 at 14:55
  • Also, will this add columns to the document set that show if it was approved or not or will I need to add these manually? Apologies, I have no experience in doing this. – MonkeyWithMachine Aug 6 '18 at 14:59
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you can use the Approval workflow available in SharePoint out-of-box You can find it under Settings >> Add a workflow

approval workflow

you can assign approvers on subsequent steps

enter image description here

  • will this allow me to use flow logic depending on the document set form? I need it to send to different individuals depending on the data they enter before creating the document set. – MonkeyWithMachine Aug 6 '18 at 14:32

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