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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Workflow Approve/Reject is disabled for the full controled users

I've a workflow. When I start the approval process I'm getting e-mail but when I try to approve/reject it, the option is disabled. I've got the full control permission but nothing happens. I selected ...
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1answer
115 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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1k views

Attach file to approval workflow email

There is a working approval workflow process using SharePoint 2010, Outlook 2010 and InfoPath 2010. When the task is reassigned to an individual the user needs to attach a document to the task ...
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2answers
2k views

Outlook 2010 Error “This task could not be updated at this time.” Item still processes properly

I have an approval workflow, which sends and email to the person it is assigned to. The user opens the email through Outlook 2010 and processes their task (approve, reject or reassign task). After ...
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1answer
114 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
2
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1answer
163 views

how to send approve variable in Sharepoint Designer WF

I have a requirement where i send an email using SharePoint Designer to a person and when he clicks on the link on the email in outlook it has to approve the task without opening SharePoint site. To ...
2
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1answer
2k views

Project Server 2013 Timesheet automatic approval

I'm currently managing timesheets in Project Server 2013 but I've a problem when an user turns the timesheet into final timesheet. I would like an approval from a Timesheet Manager but when an user ...
2
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0answers
1k views

Issue with customizing approval process in sharepoint designer

Update--- It appears the that the workflows are completing but it is taking an hour or so to process. Has anyone encounted this before???? I have created on a list a sharepoint designer workflow that ...
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21 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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26 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
197 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
365 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
25 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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0answers
152 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
78 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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0answers
447 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
60 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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1answer
329 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
46 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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0answers
49 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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0answers
372 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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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
143 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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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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1answer
164 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
334 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
41 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 ...
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1answer
243 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 ...
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1answer
551 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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29 views

SharePoint 2010 - Disable approval workflow and its automatic link to versions

I have an existing document library where the approval workflow is linked to the versions (which I belive is one of SharePoint's fundamental processes). I need to 'dismantle' this workflow for PDF ...
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1answer
49 views

How can I start a Workflow from an Email Hyperlink?

Is it possible to fire a Workflow from a hyperlink in an Email? For example: I have an item which requires more steps than the basic 'Approval' Workflow. I would like Managers to be able to start the ...
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0answers
157 views

Access Version History and Approval from Word Macro

Our word document templates include a table that includes a version history and a second table with the list of approvers of the document. I would like to populate these tables from a VBA macro that ...
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0answers
146 views

Start a task process (Get user)

I am using "start a task process" to generate an approval task. The task is assigned to several users (so "assign task" is not an option) but is configured so that the first response is the good one. ...
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1answer
42 views

Sharepoint Approval Workflow - Task Approval sent to Directory List - Task Email not Sending

Created a Approval Workflow as follows: Start **Approval Process** process on **Current Item** with **PT.KT.Admin** Here PT.KT.Admin is a DL used by me.. which has approximately 16 members. When i ...
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1answer
682 views

Powershell Script to approve all the pages,masterpages,layouts in a site collection

Need some automated way for publishing the content throughout the site within the one action using some commands, powershell or some custom code or any utility available for SharePoint 2013. Any ...
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1answer
48 views

Approval workflow create a extra task

When I start a specific Approval workflow, two tasks are created associated to the first user and a second task is created associated to a second user. The workflow should not create two tasks ...
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0answers
55 views

365 OOB Approval Workflow - Can I populate with a name from a column or restrict to certain users only?

When we upload a document we populate file attributes with Approver names (this is a hang on from WSS3.0 custom workflows) Not wanting to reinvent the wheel, I like the ease of the OOB workflows in ...
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0answers
352 views

Sharepoint Designer 2010 Task Workflow handling Out of Office replies

Environment: Sharepoint 2010, Sharepoint Designer 2010, Outlook 2010 with Exchange 2010. I have an Approval workflow and so far it works properly. It is handling the way I wanted it to work. There ...
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0answers
144 views

how to dynamically assign approver in workflow?

We have a document library in which users upload document along with some meta data like doctype. There is another list that has mapping of doctype and approvername. There is a 2013 desigber work ...
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1answer
96 views

Custom approval workflow: task isn't obvious

I have a custom workflow that uses the "Start Approval process" action in SP 2010. It fires off whenever a user creates or modifies an event on a specific calendar. The problem is that the approval ...
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0answers
223 views

Send Email from approval task form

In my reusable workflow, I have added an approval action. Everything works perfectly. What I want is - When approver comes to approval form, he should be able to send notification email to the ...
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0answers
161 views

how to send approval email thru Workflow which can read more than one persons in ( persons and group) feild

I have one field of (person / group) or people picker box in info path form library, and I apply the setting to accept more than one person at the same time in check boxes, and I want to design a ...
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1answer
66 views

Automatic Content Sanitization in Sharepoint 2010/2013

Is it possible to perform basic document sanitization tasks in Sharepoint 2010 or 2013? I would like to be able to trigger the sanitization task based on a set of user defined rule. Examples of ...
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0answers
55 views

Approval Workflow with content targets…?

I have a random question for a workflow & I'm trying to figure out the best way to do it. I have a content target when someone submits a new 'news' item - say for example, they can select IT, ...
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1answer
269 views

InfoPath forms on Intranet

I have a requirement to convert all our current Word based forms to a web based format to allow users to submit via our Intranet. I am looking at using InfoPath 2010 with SharePoint 2010 to do this. ...
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1answer
91 views

sending Approval workflow tasks for a document library that no longer exists

One of mine site is sending Approval workflow tasks for a document library that no longer exists. The assumption is that if the document library does not exist, the workflow should have disappeared ...
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0answers
10 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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28 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
21 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 ...