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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1answer
19 views

HTML & CSS Table format in approval email template in sharepoint powerautomate

How to prepare a HTML & CSS based table format with all required information in approval email template using power automate?
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22 views

Workflow or form history in InfoPath Form

I have created InfoPath form 2013 on which I have applied approval workflow (made in SharePoint Designer). Now what I want to do is displaying history like submitted by this, approved by this, close ...
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1answer
27 views

Disbale editing row in sharepoint based on column

Is there any way to disable a row in a SharePoint list based on a column value? I have a time off list that I would like to disable once it has been approved. So if approval status is approved you ...
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9 views

Customize an email to have “Open this task” button without SP designer workflow

We are using SP2016 on-premise. A scheduled PowerShell script is setup to send approval request email to approvers. The email contains the task link so that approver can click on it and approve his/...
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2answers
40 views

Approve/reject workflow with comments client-side

I have a list which has a "SharePoint 2010 Approval workflow" associated to it and would like to provide the use with simple buttons to approve/reject the workflow after it was started. I managed to ...
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1answer
29 views

unable to show the approvers names and approval dates

I'm using the approval Workflow from Sharepoint 2010. Every time a new document is created in the folder the workflow starts the approval to a group of people so that any of them can Accept or Reject ...
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1answer
20 views

Approval process only for certain elements

I have the following requirements regarding document management. I know that I can activate this "approval function" for a complete document library. But if an employee whose documents are to be ...
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17 views

Approver of content approval

I need your help, I have document library where there is major versioning enabled and content approval is enabled. A approver approves the item from approve/reject option in the document library. I ...
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14 views

Workflow Status sometimes invisible on SharePoint 2016

I have an approval workflow in a library on SharePoint 2016. At different times during the day, several files are automatically transferred to the library. An approval workflow starts when each file ...
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1answer
24 views

Multiple approvals using 2010 workflow

This is my list: I tried amending the workflow for multiple (2) approvals: The workflow seems to stop after updating the approval status column. There is no error as it was published. Kindly ...
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1answer
16 views

Steps in updating single field for multiple (selected) lists items

I am very new in SharePoint and wanted to seek some help. I have created a simple SP list that has a simple approval process. It is working fine. However, I was task to enhance it by allowing the ...
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2answers
43 views

How can I manually change the approval status of list item from pending to approved/rejected?

I've successfully used microsoft flow to automate approval workflow for modification or creation of list item. Approval, rejection all works fine. But my manager wants to whether the approval status ...
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13 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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216 views

Is it possible to update MS Flow Approval Status using Rest API?

I need to create an approval process which will need the approver to add comments as well as upload file. For achieving this, I plan to create a custom form with required set of controls. I've been ...
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78 views

Prevent workflow change from putting file into Draft mode

I have a document library which has some documents with metadata fields attached. Some of the metadata fields are edited by a workflow on create / edit. But we are finding when a file is Published ...
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1answer
327 views

SharePoint 2016: OOTB workflows don't work anymore

We are encountering a strange behaviour with the OOTB SharePoint Workflows. Mainly, we use the Approval Workflow, but the problem seems to occur with the other available workflows. Everything worked ...
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36 views

Character Limit for Approver Comments Column Type in sharepoint.com O365

In sharepoint.com document set library, I am trying to add approver comment when I change the approval status. The comment supports up to 2414 characters, and when I enter more characters, it throws ...
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3answers
141 views

Close approve/reject tasks from workflow

I have document library with 2013 workflow which starts when document “checks in” then it starts “approve task” for user who has permissions to approve/reject documents. The problem is: this user can ...
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1answer
13 views

Doubled up approval tasks for a document

I have a reusable workflow that is being used to approve a document content type (named SWIS). When a document is submitted for approval it is created double the normal number of approval tasks. ...
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13 views

Why does SPD make a new content type for each approval task?

I am making a workflow that kicks off an approval task to a specified user depending on which folder the file is in. Let's say I have 5 different folders so there are 5 logical checks and each one has ...
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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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24 views

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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28 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
27 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
14 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
99 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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2answers
340 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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2answers
180 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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1answer
41 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
238 views

workflow approve button is missing?

The last section of the workflow , the buttons is not visible.
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1answer
545 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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0answers
27 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
137 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
26 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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1answer
110 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
214 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
249 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
720 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
36 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
190 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
31 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
46 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
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
114 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
146 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
415 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
519 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 ...
0
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1answer
52 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
70 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 ...