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Questions tagged [approval]

Question related to SharePoint Approval workflow.

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19 views

Separate editor/approver for each document AND subsequent approvals

I'm hoping you'll be able to give me some good ideas for this scenario in SharePoint Online. I need to create a document library (or something else if you have any ideas) with the following features: ...
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7 views

SharePoint Calendar sends email that cannot be traced and modified

In SharePoint 2013, we have a Calendar where anyone can submit an event. After submitting, an email is sent to the user who filled up the form. I would like to modify the text in the email that is ...
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1answer
19 views

How to add secondary approval?

There is a leave request form in sharepoint where employees need to apply for a leave through it. Employee's line manager comes up by automatically when employee opens the form. Of course, request is ...
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43 views

Open this task approve and reject buttons in Outlook redirect back to task list

I'm creating a Sharepoint workflow using SP Designer 2013. I'm using the approval workflow where the approval task then gets emailed to someone in the workflow. In Outlook you then get a 'Open this ...
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10 views

Workflow to check Appoval Status and run

I would like to create a workflow that checks the status of the OOB Approval workflow and runs if the task is approved. What is the if condition I need for this?
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33 views

Document Approval Library with Word/PDF form template

we have a business need to approve and document all requests. I want to have a custom content type or Word document where the user fills out the required fields and it generates a Word or PDF file ...
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67 views

SharePoint Approval Workflows - Custom Task Form Buttons

I've been working on this one workflow for the past three weeks, which tells me that a) I have no idea what I'm doing b) reading documentation without screenshots is not helping me and c) I really ...
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1answer
113 views

Document Approval error message “This form cannot be opened in a web browser. To open this form, use Microsoft Infopath”

I have a well-established Globally Reusable Workflow which has been working for a few years. It now shows an error during approval. Nothing has changed in the workflow or on the Document Library, ...
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24 views

Complete a task from workflow

In SharePoint Designer 2010 I'm trying to provide to an approval workflow two custom actions to avoid the 'open task, edit task, select approval value ,complete task' sequence so one action is for ...
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2answers
298 views

Why is my workflow sending multiple emails to the defined user?

I have created a 2010 workflow for my SharePoint online environment using SharePoint Designer. The workflow is a reusable one which used by 3 different calendars. When an item is created or change ...
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1answer
213 views

Start task processes in parallel, exit parallel block when one is rejected. SPD 2013

I currently have two task processes running in parallel steps. I would like to be able to move onto the rejection stage immediately if one is rejected. Currently both tasks have to be completed for ...
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46 views

Task list Opens “Edit” form instead of “WrkTaskIP” page

We are using SharePoint Online and have Out of the box Approval workflow associated to content types. Whenever any approval task is created, "Open this task" link in email or directly opening the task ...
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1answer
27 views

Issues with the task for the subsequent persons in Approval Workflow

I have an issue with Approval Workflows that I can't wrap my head around. Background We are using the Generic Approval workflow for a document library, with multiple approvers and serial order. We ...
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2answers
128 views

SP Online Lazy approval using SPD 2013 or MS flow

I'm trying to configure lazy approval in SharePoint Online site using SPD 2013 or using MS Flow. Is it possible? I couldn't find any documentation related to it. By Lazy approval, I mean, when the ...
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1answer
106 views

Approval process using Tasks and Sharepoint Custom list

I have created a custom SharePoint list called "Issue Tracker" and enabled content approval in versioning settings. When I enabled that, it added approval columns automatically. I have created a ...
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13 views

How are individual tasks assigned in Approval or Feedback workflows

I'm attempting to customize some OOTB Feedback and approval steps in a larger workflow. I'm looking to change who the "requester" of those steps are. However when I was looking at the Overall task ...
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0answers
17 views

Can i change the “Publishing Approval Workflow Task (en-US) Copy ”?

It is sending emails automatically.And it's in English. I want to change the mail language and mail format. How can i do this?
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1answer
300 views

Setting Item column value to Approver Name from an Approval Task

I have a Library where each item uploaded creates an Approval Task. When this is approved i want the columns "Approved By" and "Approved Date" to be updated to the person who approved the task and the ...
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13 views

Need of single task assignments based on Manager Selected

I am attempting to create a simple 3 stage workflow that has different manager lists for each step. Stage 1 - If Team Lead equals Person1, then assign task to X. If approved, go to Manager approval. ...
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21 views

Sharepoint Approval Workflow assign to Person column - No Designer

All, I'm trying to set up a fairly simple approval workflow in Sharepoint without access to Designer (so using OOTB workflow only). If my task list has a Name/Person column, is there any way to have ...
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22 views

Workflow Status not changing to approved after all users have approved their tasks

This is for a SharePoint 2016 farm with Feature Pack 1 installed. This occurs on dev, staging, and production farms but not other non-SP2016 farms. We have a situation where OOTB approval workflow ...
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1answer
26 views

How can I show the person who has generated the task in a column of the task list?

I need to show in a field, the name of the person who has generated the task, either because he has approved the previous task or because he has delegated the task producing the new one. Is that ...
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1answer
147 views

Assign Approvers based on folder?

I'm working on implementing a workflow which will start automatically on change/creation (which is working). The issue is that there are a few folders which need cross-department approval. Is there a ...
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1answer
65 views

Sharepoint 2010 List Workflow Approval Process based on column

I am new to SharePoint Lists and trying to create a workflow for only 1 of 3 lists on my site. I want this workflow to kick out an email when a new item is added to the list or a current item is ...
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1answer
39 views

Cannot enable on major publishing trigger while adding a workflow to list

My Doc library is major and minor versioning enabled. I've created SharePoint 2010 workflow for all content types, put there a one single Action "Start Approval(n) process on Current Item with ...
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2answers
28 views

Approval Task Workfow 2013

I have a 2010 Approval Task Workflow. When an item on my list is created, an approval task is created. With the standard approval workflow 2010, when the task is created, it is accessible inside the ...
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2answers
382 views

Assign individual tasks to SharePoint group members using “Start Approval Process”

In SP Online, I have created a SharePoint Designer 2010 workflow type. I'm using "Start Approval Process" to create approval tasks. I have a SP group which has 6 users and I want to assign individual ...
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1answer
29 views

I approved the workflow but displaying that it is rejected?

I create a Approval workflow. When i publish a major version , that sends email to approvers to approve it. The approvers clicks "Approve" , and the task is completed but , when i refresh the page i ...
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1answer
773 views

Use SharePoint to record employee sign-off on documents

I am using SharePoint Online as a document management system. I have 25 users that are all employees under the same Office 365 subscription. I want an employee to read a document in the default ...
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1answer
163 views

Task is approved and marked as completed but workflow is not

I am using an out of box SharePoint 2010 - Approval workflow in my SP 2016 site. In some of the cases when we approve the task, the task gets completed and document shows in approved state but the ...
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1answer
73 views

Automatically reject the document if it is rejected by any participant in SPD?

How do I set an "Automatically reject the document if it is rejected by any participant." if creating a workflow in Sharepoint designer?
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1answer
40 views

How to change started and last run dates of workflow?

I have a quite specific requirement from company management to set 'antedates' ("Started" and "Last run" dates) for some documents on the workflow status page of OOTB Approval Workflow (see picture). ...
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1answer
76 views

Transaction like functionality on SharePoint List Items

We need transaction type of functionality in SharePoint List. Process is like user will do add/update or delete actions on SharePoint list items. There should be one approval process, here it is, ...
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1answer
618 views

Bulk Approval on sharepoint version control

Is there any way of bulk approving all of the files in multiple folders in one sharepoint library? My colleague has placed his cad drawings in multiple folders and i can bulk approve per folder but ...
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2answers
319 views

Approval workflow has status “Rejected” when sent to approver

I use the standard "Publishing approval" workflow on a publishing site with SharePoint 2013. The issue is, that when an editor sends the item for approval to the content manager, the item has stated: ...
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1answer
254 views

Approval Workflow - force restart on item change

I got an up to 3-Level Approval Workflow which consists of several Steps/Stages for better readability and maintainability. It is set to start on creation and on change. After each Approval I'm ...
0
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1answer
65 views

Build a Sharepoint dcoument routing system to replace our current paper-based system

I am looking for a way to replace our current document routing system with a system on SharePoint. Our current paper-based system utilizes a basic folder with a routing sheet stapled to the front and ...
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1answer
37 views

Publishing Approval Workflow initiation box and e-mail notification

I am running SharePoint 2013 compatibility mode. I have Content Approval turned on for my Site Pages library. When I go to a page and click Submit on the Publish tab of the ribbon, SharePoint ...
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2answers
319 views

Is it possible to create a Approval Link to the form?

Is it possible to create a Approval Link to the form ? Hi i tried everything to create a Approval link outside the e-mail(FORM_URN) but i dont find any solution for this. So my client want to approve ...
2
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1answer
722 views

Need help with Set Content Approval Status in a SharePoint 2013 workflow

I've have read couple dozens questions that seemed to be similar to this one on this forum and others, and haven't found one that seems to be my particular issue. I have a list of items that any user ...
3
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1answer
82 views

Override rejected item to approved

An item list was accidentally rejected instead of approved. Is it possible to override a rejected list item to approved? If so, how?
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0answers
133 views

Workflow tasks rolling back because the user who attempted to complete the task is not the user to whom the task is assigned

I have an approval workflow setup that sends tasks/approvals to two approvers. The tasks are set to run in parallel, but when one approver tries to approve the task they have been sent they get this ...
2
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1answer
180 views

SharePoint online, workflow 2010 approval workflow

Is there a way to run a SharePoint approval workflow 2010 association workflow from javascript? - it's not a subscription There is no option of using SP 2013 workflow. I've checked out and tried to ...
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0answers
17 views

Change text onApproval Workflow

Using approval workflow 2010 I want to change the text "Approval Started By XXXX on 6/9/2017 2:02 PM" to something else. How can I do this?
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0answers
42 views

Sharepoint Workflow Claim Form Approval Process - Multi User

Dear Sharepoint users, I'm not sure if this is doable i believe it is but not sure how to execute it. The workflow is a two staged approval. The first is a group manager approval and then the second ...
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1answer
409 views

Workflow Approval by Email (SharePoint 2010)

First I apologize. I am very new to SharePoint. Here is my problem: I have created a form using InfoPath 2010 and have successfully published it. What I would like to accomplish is to have the ...
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1answer
192 views

List form - how can I allow the users to select approval workflow?

I have a simple form in a SharePoint list. This consists of a few text fields, check boxes, radio buttons, and a "comments" text box. A user must be able to fill out the form and save it. It should ...
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2answers
2k views

Approval Workflow in Document Library

Is it possible to do the following in SharePoint online? Upload a document to a document library Send this document for approval to a specific person (to approver) The approver to approve or reject ...
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0answers
969 views

Multi level Approval workflow with dynamic approver

I'm trying to create a multi level approval workflow with dynamic approver. I have followed this blog post on creating a dynamic approver. It's very helpful and works well. https://amalhashim....
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1answer
27 views

Who approved the document?

I have an approvals workflow set up with an email which is activated automatically when the document is pending review/approval. Each document has a different approver; the approver's name is ...