I have a SharePoint 2013 publishing site collection set up with the OOB SharePoint 2010 publishing approval workflow on the document library. This works as expected until I use the Approve/Reject option (content approval) from the document drop down menu. Approving the document in this way will approve the document yet cancel the workflow running. As a result, under the workflow status column in the document library it will state canceled, and not send out the email to say it has been approved.
From what I gather this is an expected outcome (http://support.microsoft.com/kb/2551474) in that approving the document by clicking on the ellipsis next to the document, and clicking on Approve/Reject manually overrides the workflow. Is there a way to change this so that the Approve/Reject button will not manually override the workflow, but instead use the workflow to approve the document?
Thanks
Go into SPD, make a copy of your approval workflow (to retain the original in case you make a mistake). Navigate to "change behavior of a single task" and find the entry "When a Task Completes". insert the action "Set content approval status to Approved with [this is your message to be seen in workflow history]" between "If Current Task:Outcome equals Approved" and "then Log assigned to [%Current Task:Assigned To%] to the workflow history list.
This will approve the document by changing it from either "Pending" or "Draft" into Approved after the workflow gets approved.
Related
I am creating a custom workflow in SP Designer 2013. I have a form that when submitted the workflow status goes to submitted. When a owner of the site goes in to edit the form or review it the workflow status should change to reviewed. If the owner goes in to the form and approves or denies it the status should change accordingly. All I am getting is the submitted status. Here is what I have:
Step 1:
If Continuous Improvement Ideas: Admin Approval is empty
set workflow status to submitted
else if continuous improvement ideas: admin approval equals denied
set workflow status to closed
else set workflow status to approved
I am using SharePoint Designer (SPD) 2010 Approval Workflow. I have a Lib with two people fields. Approver 1 and Approver 2. I want to pass these values to SPD 2010 Approval Workflow (Instead of doing hardcoded on Approval Stages in browser) so that I can assign approver dynamically. my SPD 2010 OOTB WF is not receiving the approvers from the form. Email is always sent to person who initiate the request and gets the message that "Instead of xxx person assiggning the Task to "originator"
Can you please provide me the solution on this
I can't see any easy way you will be able to do this. I would advise you rethink your workflow?
Perhaps you could just use the standard approval workflow (library settings -> workflow settings -> create new workflow (approval)) - there is an option when setting this up to allow users to specify who they want the approvers to be. So when the user starts the workflow manually, they can choose who the approvers are. This might fit your needs?
I am new to sharepoint. I am using sharepoint 2007. I have a following requirement.
1) Custom list has various fields ... Requestor, Application Name, Reason, etc..
2) When person fill out the form (custom list). It will send a notification to Approvers for review and based on Request action : Approved --> It will send an e-mail notification to specific group.
I have a setup a document approval workflow on custom list. Workflow works fine but I don't know how to send an e-mail notification based on workflow status : Approved. I have tried to create a another workflow using Sharepoint Designer 2007 but didn't work.
I would like to know whether it is possible without doing any programmatic way ? I would appreciate your reply.
Thanks in advance.
This is more like a SharePoint Designer Workflow, which responds to actions and rules.
You can get an introduction here
follow the steps ,these are the main steps you can have a try:
Create workflow attach to the list and start it manually & auto
start it when a new item is created & auto start it when an item is
modified.
Add Collect data from a User action. Click data and add a choice field (named it approval, give two choices: approve, reject)
in the custom task wizard. Output to Variable:collect
Add a new step, Conditions: if Variable:collect equals to Approve Actions: Send email to Created by
Collect (main manager) data from a user. Output to Variable:collect1(similar with step 2) Conditions: if
Variable:collect1 equals to Reject Actions: Send email to
Created By.
Add new step similar with step 3. Send approve email to Created By when Variable:collect1 equals to Approve or send reject
email when Varible:collect1 equals to Reject.
here is one of bolg which also you can refer
http://www.gandhipritesh.com/2009/07/create-custom-approval-workflow-using.html
I am new to MOSS development and while I'm learning it I have a problem waiting to be solved.
We are using the standard approval workflow in one of our test sites just to get the feel of the approval workflow. We have the standard approval workflow in place and working but what has become more desirable is to have the document set to readonly mode after its approval.
What should be my approach to configure/implement this feature?
Custom ItemUpdating event handler on the workflow task list - check the status of the task, and if it is Approved, get the Item object through the task workflow association and adjust permissions on the Item.
Or you start a second workflow - depending on the approval workflow outcome. Create a SharePoint Designer Workflow using the custom activities to set the item permissions.
To set the item permissions download the Useful Sharepoint Designer Custom Workflow Activities
The advantage of this approach is, that you do not need to write code to create an Eventhandler.
I created a basic registration form using a SharePoint 2007 custom list where users complete fields on the form. I created an 'Approver' field that I'm trying to hide from customers so that only the form's approver will edit that field (approve the request - Customers tend to approve their own request). How can I hide this approval field so it can be edited by the approver only?
Attempted Solutions:
1. I set the content type for that approval column to 'hidden'. How would I access the URL to the hidden approval field so the approver can access the field and update it for that specific item? The hidden field is not visible if I click 'Edit Item'. Did I miss something with the hidden content type so that I would see the column on the edit page?
2. I customized newform.aspx in designer by removing the hidden approval field and it worked. But 'Attach File' doesn't work when the new form is customized. It spews out an errors.
Any suggestions?
Have a look at the SPListDisplaySettings component from codeplex. Adding this solution will allow you to specify how to show the fields in display, new and edit mode based on SharePoint users and groups.
May be create a custom field control (how?) that will check the current users role agains the site before choosing to display the field.
This is pretty hard core customisation compared to creating lists though.
Why not just use the Approval workflow with this list? Users would be able to create approval requests, which would automatically trigger the Approval workflow, which would create a task and send an e-mail for the approver to approve the request. Once it's approved - the status of the request would change to approved. The approver can also add a comment on the approval form, if needed.