Questions tagged [approval]

Question related to SharePoint Approval workflow.

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SharePoint 2013 - Publishing Workflow with dynamic Approvers

tl;dr: How do I set up my customised page publishing workflow to pull the approvers automatically from the page that is being published? OR How can i get my custom approval workflow to start on ...
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10 views

Sharepoint / Flow Automatically add a revision to a document that's been rejected

When a document has been rejected using the approval flow, can I then add an action within the flow to revise the document, ie create a new revision with the status for approval. If the document has ...
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1answer
13 views

Can I send an email that switches views on a Infopath form?

Is there a way that I can use views to email the approver the "internal use only" view in which he can add his approval/denial and comments? So the colleague completes the "Editable" view, hits submit ...
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35 views

User without permission can click on the “check approval button”, which leads to an error

I have set up my page library so that only the author and user with approval rights can view drafts. So now I create a new page as normal user and click on the button "Send for approval". Then I get ...
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2answers
24 views

Using Infopath Form for a Project Request

I am trying to create an Infopath form and corresponding Nintex workflow for colleagues to use when requesting a new project but am stuck. The idea being a colleague can use the form when they want ...
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1answer
22 views

Approval Workflow (OOB 2010) vs. Version Control hiding documents

We have implemented the out of box SP 2010 approval workflow for a sharepoint library. We have also enabled version control so that unapproved documents don't appear to the 'average user'. The problem ...
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2answers
64 views

SP2013 - Standard 2010 Approval workflow fails on start , cancelled by System Account

I have seen this question asked several times, here or somewhere else on the Internet, but none of the solutions presented worked for me. What I have : SharePoint 2013 OnPremise Workflow Manager ...
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1answer
13 views

Do MS Flow approvers need edit access to the SharePoint item triggering the flow?

I'm re-creating a SP Designer 2013 workflow in MS Flow. An important feature of the original workflow was replacing the default permissions to the list item as required by the business logic. Before ...
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1answer
24 views

SharePoint Approval doesn't send the user to the approval page, It send's the user to the task page that is linked to the approval page

I have currently created a workflow that does the following; Awaits for a column value to change and then starts this workflow. Starts an approval on the current item in the sharepoint task list that ...
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1answer
23 views

How to restore globally reusable approval workflow?

I made changes in a globally reusable workflow (approval). How can I restore the OOTB workflow? I found some solution: https://social.technet.microsoft.com/Forums/sharepoint/en-US/f54a9262-4fc8-41fd-...
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1answer
33 views

Approval workflow not properly and i do not have test ids to check its working for now

i have created a workflow with sharepoint designer 2013 in which multiple notification email will be sent. 1st of all email sent to initiator that form is submitted after that it will sent to reviewer ...
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1answer
23 views

Is it possible to conditionally assign a Task to different Groups?

I am trying to create an Approval process for time-off requests for my department. We have three different groups of employees with their own Approvers. I've created Groups containing the approvers ...
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1answer
16 views

SharePoint/Infopath Save button

I have an InfoPath form linked with a SharePoint 2013 list. The idea is that the user clicks on the new document, fills out part of the form, then submits it via clicking on a "Submit" button This ...
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1answer
24 views

Approval To Edit A Document

I have a requirement to only allow users to Edit documents in a Document Library when they have been approved to do so. This would require removal of permissions after they have completed their edits....
3
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1answer
398 views

Lazy Approval In SharePoint Online

I want to create a Lazy approval for SharePoint Online Using MS Flow. I want to create a same flow as a below link using MS flow: WORKFLOW LAZY APPROVAL. Thanks in advance.
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26 views

Update Document List from Workflow Form

I have a Document Library and an approval workflow. A user submits a document and gets reviewed by an expert. I have customized the workflow with an additional field called "Document Classification", ...
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1answer
19 views

Add “Save” button and Approval Workflow in InfoPath

I've built a SP list where items are added via an InfoPath form. My form has mandatory fields and I want to add a "Save" button that will allow users to save the form without submitting it. Related ...
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143 views

Add users to Sharepoint 2010 approval workflow using c#

Update: So I'm giving up on the code below and starting new. The suggestion from a more experienced SharePoint developer was to use Nintex Workflow. I'm currently testing it, and so far it looks ...
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14 views

Different levels of Approval in Approval Workflow?

I'm trying to find out the different levels of Approval in an OOB Approval Work flow. I saw of course Approved. I also saw "In Progress". Is there a place that has all the options?
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1answer
32 views

Approve SharePoint Online document while viewing in Word Online?

When using desktop versions of Microsoft Office (i.e. Word and Excel) alongside SharePoint 2010 workflows in SharePoint Online, we have the option to open approval tasks while viewing the document or ...
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1answer
21 views

In approval workflow in SPD 2013, after approving the task, the item is check out to the user who created it instead of approver group?

I have created an approval workflow in SPD 2013 and we have 5 SharePoint groups that have to approve the task one after another. My problem is, when the user creates a document in the library and ...
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0answers
20 views

SharePoint Access Request Approval Auto-Email

Is it possible to set up an automated email flow based on approving access to the site. For example: If someone requests access, when I click approve, it will generate a flow to send a custom email ...
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1answer
70 views

Grab staff's manager email and send as “assigned to” using ms flow?

I'm having difficulty on SharePoint list with ms workflow. I've created New Request sp list and Requested Order sp list, then Employee sp list. So, Employee List has Manager Column which includes ...
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1answer
28 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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10 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
39 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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1answer
12 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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1answer
310 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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29 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
1k 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 ...
2
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1answer
473 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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1answer
31 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
210 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
195 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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28 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
839 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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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
272 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
165 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
42 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
30 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
606 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
33 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
1k 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
342 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
106 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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2answers
96 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
146 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
1k 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
517 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: ...