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Questions tagged [approval-process]

Approval process is a process within a SharePoint workflow where editors get their work approved or rejected by a user with approval rights

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Reassign task to multiple users

How can I reassign task to multiple users at a time. The issue is that, it sends the approval to the first name only. Note: The task already configured as parallel I tried to change the setting ...
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20 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
26 views

Issues with approval task starting no matter what a fields value is

So i tell the approval process to only start if a field is not equal to one of two values but no matter what, it starts anyway... can anyone help? attached is the WF...
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1answer
12 views

How can i disable CC section in Publish a major Version Approval Workflow?

I want to hide these sections , but every person can change the workflow. So how to hide this?
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1answer
23 views

Actions in parallel tasks are executing in parallel too and sharing workflow variables

I've come across an interesting scenario with parallel tasks and workflow variables. My versions are: Sharepoint Online 2016 Sharepoint Designer 2013 Sharepoint 2010 Workflow Platform I am ...
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10 views

How do I make a workflow that doesn't require a task to approve and reject an item?

I have a calendar that I use the ootb 2010 approval workflow to manage, the issue I have is that I don't want a task to be created, I just want the user who is sent the email to go to the item and ...
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2answers
77 views

Advice sought to build Workflow to automate Scheduled Document Reviews in SharePoint

I'm new to using and setting up workflows in SharePoint so hoping for some direction - hopefully, I make some sense! My company has a library of documents, such as Procedures, Forms etc on ...
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1answer
47 views

Approval status doesn't change

I created new documents library in the Sharepoint online Site and new approval flow for the documents in this library. I see in the flow's history that it ran successfully, but it doesn't change ...
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26 views

Update Approval workflow when multiple instances of workflow is running

In SPO, I have created a SP2010 approval workflow using "Start Approval Process". This is a 3 level approval workflow and there are multiple approvers in each level. If I edit the workflow in ...
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1answer
28 views

How to check publishing page state-Approved/Rejected

Is there any way to check if publishing page in sharepoint online is approved/Rejected? Would be great if I can add JS in custom page layout to have check on this.
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1answer
99 views

workflow approve button is missing?

The last section of the workflow , the buttons is not visible.
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1answer
210 views

approval workflow is not working?

I made it with a participant list. It is sending mail to this list members. I am clicking Approve, and then the outcome is being "Approved" for me but the other members' outcomes are still blank and ...
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65 views

The Approve/Reject/Cancel/.. buttons are dissappeared in Approval Workflow?

I added Approval Process to my site.There are some buttons to Approve a page. When an approver wants to click Approve or Reject, the buttons are unavailable. Also the task outcome is "Cancelled". The ...
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43 views

How can i change the “Consolidation Comments” and mail “Title” in the approval workflow auto-mail?

I want to change or delete the red rectangle areas. It is adding automatically when i try to create new approval task.And I want to change the title language and consolidation comment. How can i do ...
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13 views

Approval Flow in MS o365

I set up an approval flow for document revision request and when the approval email is received and the link to the item is clicked, it comes back with a 500 internal server error. Any help is ...
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0answers
24 views

Delegation in Sharepoint 2016 - permission conflict?

There is an option within SharePoint which allows you to delegate the approval task to somebody else instead. However, I assumed that as soon as you delegate the task to somebody else > they will get ...
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1answer
68 views

Trouble linking an Outlook mailbox to an approval based SharePoint workflow

I am trying to set the approver for a SharePoint workflow as an Outlook mailbox. So, it means that all the people who are members of that outlook mailbox (not distribution list) should be able to open ...
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1answer
18 views

Attempting to test workflow; Document is “Locked” ?

I'm trying to test a workflow on SharePoint Online. I created a document (using the "New" button) and added a short sentence that it's a test document and to contact me if they receive an email ...
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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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9 views

Sharepoint 2010 OOB dynamic approvers

I do not have access to SPD so I am trying to figure out how to do this in OOB version of SP2010 Using Approval Workflow for a list where APPROVER will be dynamic. In the list I have the user enter a ...
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1answer
41 views

How can I show the last workflow participant?

I need to have a field in the task list that shows me the last user that has participated in the workflow. I need it to know who the task is coming from. I need to show the user that delegated it or ...
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1answer
129 views

Loop Workflow over users in Group

I would like to create a workflow for a library which will loop over all users from a permissions group (Approval Users) in order and assign a task to the users. If any of the users rejects the ...
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1answer
97 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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17 views

Avoid multiple approvals from a user

I'm using SP2010 Workflow Type to execute a approval workflow. "Start Approval Process" is used to create the tasks. I have a set of users as L1 approvers. The workflow initiator selects any one of ...
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1answer
375 views

field user into assign to field of approval action microsoft flow

I have one field name " Approval Manager" in list, which i want to use in "Assigned To" field of approval action. i have tried creating variable and using Approval manager email, but its not working ...
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1answer
26 views

Retrive the name of the approver from column A to column B

Good day, My column A ("Was Approved by:") is type "Person or Group" as I need it that way in my flow. Column B ("Approved by:") can be any type, as I want to make it a calculated field so it doesn't ...
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0answers
123 views

SharePoint 2010 Parallel Approval Workflow should stop if any of the approvers reject the item

I am trying to build an approval workflow in SharePoint 2010 that will assign in parallel tasks to multiple approvers. All the approvers are expected to either approve or reject.I'm using "Assign ...
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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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17 views

How to save new approval workflow with same name?

We have been using the OOTB Publishing Approval Workflow on a bunch of document libraries. We have a new requirement to bypass the approval workflow on subfolders with a certain name. I used SPD to ...
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0answers
71 views

Sharepoint Approval Workflow does not send email?

I created a workflow from online Sharepoint. But it always cancelled not worked.This workflow is not sending emails, when a document add to library for approve.
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1answer
41 views

Attachments bypassing approval system

We have a custom list which is being used for management of controlled documents. There are several document types with associated InfoPath forms and file attachments enabled. We are using the basic ...
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1answer
543 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
68 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
57 views

How to use a custom approval workflow (Copy of default)

I need to customize the default 2010 approval workflow and I would prefer not editing the build in. I have made a copy of the workflow as described here: How to Copy an Approval Workflow and Retain ...
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1answer
248 views

Assign approver to person specified for current item, in standard approval workflow

I would like a standard Approval process to a document library to be started automatically when a new item is checked in. The approver of the item should be the "Product Manager" and this info is ...
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0answers
381 views

Approvals on all documents within a set

Using SharePoint Online (Office 365), here's what we need and what I was hoping for: We are putting our specific policies and procedures into Word documents, and then want to organize those into ...
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0answers
78 views

Current Task:Title missing

As said in the problem on title, my Current Task:Title is missing! I don't know what's the problem
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1answer
41 views

Adapt the default Publishing Approval flow to use values from a column

We now use the pre-built workflow to manually enter approvers. We have a new use case, where the approvers are kept in a column in the document library. I understand how the initiation form ...
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1answer
46 views

Setting off a workflow action when a form view is submitted

I have an InfoPath form with two views. When the first view is submitted a Nintex WorkFlow kicks in and an Approval is sent to Manager A. If Manager A approves and email is sent to the form initiator ...
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2answers
711 views

Custom mandatory columns at different approval stages of a workflow on a List - SharePoint 2010

List A has an approval workflow running behind. List A has columns "x","y" and "z" as mandatory fields. Approvals are sent to "user1" then "user2" and finally "user3". The creator of the list item ...
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1answer
289 views

Using people picker in infopath for approval workflow

I have created at 2010 approval workflow in sharepoint designer 2013. I have created a task form field "Approver" as a Person field type. During the single task behavior, I set this "Approver" field ...
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1answer
131 views

What would I need to add to the HTML of a Workflow Flexi task to redirect after approval

I need to bounce the user back to the list after they've approved a Workflow task. I've got to add the url to the HTML of the flexi task task description to redirect but can't see where I'd add it? ...
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1answer
43 views

Changes in running workflows

I’m wondering, are there any easy ways to make changes in ongoing workflows, how are you handling with such cases. We have hundreds of running approval purchase workflows in the company and we need to ...
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1answer
20 views

Approval Workflow starting when columns are changed

Have a calendar approval workflow that has been working great up until today, I added a few new columns to the calendar new item form and it kicked off workflows on every approval I've had on the ...
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0answers
45 views

SP13 - Approve ListItem in source create new version(sync) in target label

I have two variation list - source list and target list and have propagated list item from source to target list. Where i approve new listitem in source list, Variations Propagate List Items Job ...
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1answer
105 views

Workflow Approval Task - preview form

Not sure if this is even possible but the current of the shelf approval workflow triggers an email saying review the form (link to original form) and then gives the open task button to approve / ...
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1answer
69 views

How do I replicate document approval workflow in Announcement list?

I have requirement where I want to create workflow for Announcement list. The clear cut requirement is, when any user creates any announcements, it should first go from Approval process. If the ...
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0answers
253 views

Delete task associated with Approval Process Deletion

When A file is uploaded and before it is approved it is deleted how do I delete the task associated with the approval? I want to automate it so that when the item is deleted so will the task ...
3
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1answer
137 views

Can't get Content Approval Workflow to work

I recently created a new Document Library for our manager to manage and approve what goes on there by our content owner. I followed this document by Microsoft but unfortunately I don't receive any ...
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2answers
83 views

How to create an Approval Workflow with a Document Library

I am trying to make a SharePoint workflow that works with a Document Library. A user is suppose to Drop in their document and the Workflow is suppose to kick off in squential order of the Approvers. ...