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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3answers
398 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
16 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
14 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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0answers
31 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
38 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
28 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
17 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
160 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
778 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
1k 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
42 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
419 views

workflow approve button is missing?

The last section of the workflow , the buttons is not visible.
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1answer
959 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
33 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
165 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
30 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
206 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
239 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
364 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
866 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
48 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
230 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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1answer
54 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
2k 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
245 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
165 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
695 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
670 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
57 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
80 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
1k 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
444 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
207 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
50 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
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
52 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
212 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 / ...
3
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1answer
100 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
504 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
411 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
114 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. ...
1
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1answer
320 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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2answers
73 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
28 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 ...
1
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1answer
187 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 (...
0
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1answer
1k views

Create Leave Management site using SharePoint List

can anyone suggest me how to create a time sheet in share point online. My requirement is when we select a start date and end end date the total leave days has to been shown by subtracting start date ...
2
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2answers
195 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 ...