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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16 views

Flow vs alert me

Seems a dummy question: But I have created an approval process for a list in MS flow, it does the approval and some other things. So, as soon as a user changes an item, I am supposed to receive an ...
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3answers
19 views

roll back an item in alist due to rejecttion in the approval process

Is there a way to roll back a changed item in a list due to the rejection in the approval process? Seems an item would not roll back to its previous state if an approve reject the changes due to the ...
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19 views

How can I include durable links in the “Item Link” section of an approval Flow?

I have an existing flow which includes multiple document approval steps. Depending on the outcome of each one, the document in question is moved to different folders within the same library. I'm ...
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9 views

Update an ExtendedProperties or Approval Comments of Sharepoint task item

I am trying to update a SharePoint task programmatically using CSOM. I am able to approve a task successfully but not sure how to update the comments. The comments could be retrieved using ...
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28 views

How to update approval comments of a SharePoint task list

I am trying to perform an approval using REST API in SharePoint 2013. I am able to successfully Approve/ Reject but unable to read or save approval comments. I couldn't figure out what is the column ...
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1answer
19 views

Task process with different form for one user

Using SharePoint Designer 2010. Is it possible to have a separate form for a specific user in a task process? My requirement is to have one user enter information in the form while the others only ...
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1answer
38 views

External access from Vendors

How can I grant access to external users? The idea is the external user can: Access some of my SharePoint list so I can collect information from them (We temporary hire some vendors), this list will ...
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1answer
23 views

Update fields just before approval

Here's the flow I'm trying to create: A user creates a request (SharePoint list) The controller approves the request. The controller fill two extra fields. COO approves Purchasing Office is notified ...
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22 views

SharePoint 2010 approval workflow needs edit permission on site level

We have a SharePoint 2013 environment with a document library. On this library we have added the 2010 approval workflow. It's configured to be started on publish of an item, or it can be manually ...
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1answer
15 views

Flow with For a Selected File Trigger Passes not Info about Item

I created what should be a simple Flow: user selects doc in doc library, clicks Flow>FlowName. It prompts me to add approver emails which I do. The flow works great, but I cannot get any info about ...
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1answer
84 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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27 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
33 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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11 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
72 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
30 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
21 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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18 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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15 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
17 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
60 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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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
289 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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1answer
96 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
429 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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3answers
203 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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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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0answers
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
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
15 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
107 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
419 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
337 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
277 views

workflow approve button is missing?

The last section of the workflow , the buttons is not visible.
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1answer
647 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
28 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
143 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
28 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
129 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
223 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
277 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
767 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
39 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
202 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
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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