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
142 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
366 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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1answer
3k views

SP 2013 approval workflow - collect comments from approvers

I have the following case: I need to establish an approval workflow with the option to leave comments by the approvers. No workflow templates are available on my server and I cannot administer it - I ...
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0answers
483 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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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
47 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
63 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
992 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
352 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
173 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
21 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
50 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
152 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
73 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
428 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 ...
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1answer
194 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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7answers
12k views

List item Approval Status by Workflow

I have made a 2013 workflow for a list but I cannot get it to work the way I want it too. At the moment it sends me a task to approve or reject the submitted item but it's only on the task itself not ...
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1answer
1k views

JavaScript OM to Approve Designer Workflow Task

I have a SharePoint Designer 2010 approval workflow and I am attempting to approve the tasks via JavaScript Client Object Model. I am able to change all of the fields to "Completed"/"Approved" but the ...
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2answers
95 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. ...
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1answer
215 views

Once approver approved infopath form, email is not triggered to requester

I have created a simple InfoPath leave request form. There is a field/column called status. If superior approved/rejected the form, then it will update the field accordingly. However, when I used it ...
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1answer
2k views

Approval workflow for Task List is not working

It's almost 10 pm and I've been at this for about 12 hours already. So I am now throwing in the towel and asking for assistance, please. I am using SP Designer 2013. I created a simple "Allegedly" ...
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1answer
50 views

How can I prevent an Approver from approving his own edit?

I have a list with required Approval voor items (without an Approval workflow). One security group makes changes (changes are logged in a separate list) and another group approves or rejects the ...
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0answers
27 views

How to implement: Track an item through processes with a linked document?

I'm looking for the best way to implement a system in SharePoint to track processes during asset production which includes document management for the asset itself. Let me try to break down the ...
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1answer
156 views

Workflow status column gets cleared after completion of approval process

I am using SharePoint Online, where I have created a blog subsite, in the Blog SubSite Posts List i have configured Approval Workflow. Once the list item is approved, Approval status becomes approved (...
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2answers
156 views

Update Column using ItemUpdated(EventReceiver)

I have a list "Table" this list has associated OOTB Approval Workflow. This list also has two columns "Approval 2010" and "Request Status". When an item is added to the list the workflow starts the ...
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1answer
357 views

Approval Workflow issues

I am trying to create a simple workflow to approve a final a "pre-final" version by two managers before calling it final. Do you have any places to start digging ? Best regards.
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1answer
778 views

SharePoint Workflow approvals at the folder level?

I am new to SharePoint 2013 and am being asked to make a approval process for our Market Reviews. The reviews are generally 3-7 files of various types (pdf, tbwx, xls etc...). These are all usually ...
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1answer
353 views

Is it possible to get the last approved date and approver name for a List Item?

I have a requirement to show when an item was last approved by an approver and the name of approver. I searched and could find that Approval Status and Approval comments can be obtained by the columns ...
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3answers
9k views

Approval workflow with specified approver

I am quite a newbie with SharePoint Designer. I have been playing around a bit with approval workflows, but I can't seem to get it right. Can someone please help me a bit with some kind of guide of ...
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1answer
41 views

approve a request even when the approval email link has been lost

I have created a workflow which runs when a form request has been submitted. Currently, the approval manager will receive a notification email with a link to the approval page. However, as some ...
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1answer
579 views

Unexpected Error on approval workflow in SharePoint 2010

I am attempting to implement a calendar approval workflow and two of the approvers seem to be having issues accessing the task to approve the item. Right now I have an email that is sent to the ...
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0answers
1k views

Approval workflow with multiple assignment stages in SharePoint 2013

For a while I've been using customised versions of the built-in 2010 SharePoint Designer approval workflows with my SharePoint Online site. I now want to build equivalent workflows using the 2013 ...
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2answers
53 views

SharePoint Workflow Logic When New Item Is Created

Background: I am using SharePoint 2013. I do not have admin-rights to SPD, because I am at a large company where SPD access is not granted to everyone. However, on Friday I am meeting with the dev-...
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3answers
748 views

OOTB Publish Approval Workflow, is there some option to end on first Approval?

I have sharepoint 2013. I have the OOTB list "pages". I have add the "Approval - SharePoint 2010" workflow to this list. Now I have add the sharepoint group "approvers" to the field approvers. How ...
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1answer
156 views

Sharepoint 2010 workflow on sharepoint 2013 syntax

So I have a workflow on a list, I need to have versioning set and to hide drafts so I nned to have content approval on on the list but I also require a workflow to ensure that the information put in ...
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1answer
169 views

Task Completed Event does not triggers in OOB Approval Workflow SP2010

When I approve a Task using JSOM code it doesn't triggers "When Task is Completed" step in approval workflow. But when I approve it through OOB InfoPath form, it does triggers and send the mails as ...
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1answer
42 views

How can I assign a task/send an email to a user based on a variable in a different list?

I have a data list for all my SP users (custom list, not the user info list). There is an added column (look-up field) for their manager, so each user has a direct manager tagged on their 'item' ...
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0answers
348 views

What happens when a task expires

I have a workflow with dynamic approvers, with duration per task set to 1 day. When approvers open the task form, they only see Reassign and Cancel buttons, no Approve or Reject buttons. Is the ...
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0answers
46 views

Changing the Approved/Pending/Rejected Heading

I've enabled Version Settings which means that submissions to a list can be approved/rejected or put pending as appropriate. What i'm looking to do is change the Approved/Pending/Rejected name - I'd ...
0
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1answer
114 views

Restrict Approval Requirement to List Item Creation

I have set an approval requirement on my list, so that whenever an item is created, it will be in "draft mode" until it is approved by the user with the required permissions. Here is a screenshot of ...
0
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1answer
1k views

Approver Comments not visible in List item

I have a Custom List where users can add new items and then moderators can approve or reject the items. When I approve a list item the Approval Status and Approve Comments are visible in the list ...
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1answer
269 views

if-and-else-if workflow

I am having a problem in my workflow. Basically I have two variables (1) Business Unit and (2) Billing Information. I am creating a workflow that would hold the following: If Business Unit = A AND ...
2
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1answer
118 views

SharePoint 2013 workflow different approvers for documents

Can I create a publishing approval workflow, applying different approvers and publishers for each document of the same library
0
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1answer
77 views

Permission documents within library so only initiator and approver (varying) can see it

I am trying to build out a performance review site and need to allow reviewee (document originator) and approver the ability to see document (no one else). I need for the reviewee to upload their ...
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1answer
561 views

Remove Rejected Button in Approving Workflow SharePoint 2013

I want to hide Rejected, Revise, and the other button in Approving Workflow SharePoint 2013.
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1answer
154 views

Two layer approval workflow

I come from a development background and have only been using SharePoint for a year, and i am need of some help, I have been dealing with a customer using SharePoint 2013 who have a specific ...
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2answers
790 views

Approval with Event Receiver

Is it possible to do an approval with event receiver? I tried to do this with sharepoint designer but when I put a lot of file (more than 200) on approbation, my workflow crash randomly. So I want to ...
0
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1answer
145 views

Default Values do not get applied to new versions of documents

Default values work correctly when a document is first uploaded to a library. But when that document is modified and re-uploaded to the library, the default values are not applied. I've tested this ...
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5answers
4k views

What does status “in progress” mean on SharePoint Tasks?

I am new on SharePoint and I want to know what does the status In Progress mean on SharePoint Designer 2010 Approval Workflow's Tasks, because tasks, normally, begin with status Not Started and any ...
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0answers
664 views

Change Status of Workflow Approval Process Task

I have added an Approval Process to a list workflow which is creating tasks in a separate task list. When I approve or reject a task, the status of the particular task remains "In Progress". How can ...