I have created a simple workflow with an approval process. After creating a new custom list item, the workflow assigns a task for a specified user for accepting or rejecting this new item.
By default, the approver can click Approve or Reject button.
How to add a textbox, so the approver can write a reason for approving/rejecting the entry? And how to insert this reason to a proper column in this new item?
It is Sharepoint 2013 workflow model.
you can use the description field of the task form , asking approvers to write his comments there and then set the list item column i.e "approver comments" with the value of the task description field
Related
I have List 1 which has 2 workflows. Created workflow in 2010
Workflow 1 triggers when item created
Workflow 2 triggers when item changed
Workflow 1 copies list 1 item to another list, send email & updates a field in List 1.
The issue i am facing, when an item is created Workflow 1 is triggered and because i am updating a field in List 1, workflow 2 is getting triggered. I don't want the workflow 2 to run when i am updating an item in list when creating an item
But when i create the same workflows in 2013 it works fine.Workflow 2 does not get triggered when creating an item.But cannot use 2013 workflow as it does not copy attachment from one list to another
i want to update the status in list 1 to "Sent".But don't want the change item Workflow 2 to trigger.
Any help suggestion?
The simplest solution would be to add a hidden checkbox.
This can be done by turning on "Allow Content Type Management"
In the browser, go to the advanced settings screen for list 2. Turn on "Manage Content Types." Then Editing the default Content type in that list (the first one under content types on the list main settings page). Next add field to content type. Select "Yes/No" set default to No then save. Next go to the advanced settings for that field and set it to Hidden.
In Designer edit workflow 2. Add a stage to the beginning of the workflow that checks the newly created field. i.e.
if isSent is equal to No
End the workflow
SOLVED:
I was able to add permissions for the user specified in the item Name field following these steps:
From within the Impersonation Step, add a Add List Item Permissions action.
Click these permissions link and then click the Add button.
In the Add Permissions dialogue box, click the Choose button.
Click the Workflow Lookup for a User from the user list and click Add.
In the Lookup for Person or Group dialogue box, set the Data source value to Current Item.
Set the Field from source field to the field that contains the user and click OK in the dialogue boxes to complete them.
Last thing you need to do is click the this list link in the action and select Current Item.
I have a simple SharePoint list with 3 fields: Title, Name, Idea. Using SharePoint Designer 2013 and implementing a 2010 workflow, I am able to strip the permissions of items as they are added to the list.
My question is this: is there a way to add permissions for a user that's specified in the Name field? So if John creates and item and enters "Sam" in the Name field, then Sam will receive unique permissions.
Thanks for the help. This would be relatively simple using Nintex :-/
You can create custom workflow activity to grant permissions to specific user on listitem.
There are lot of activities available for sharepoint designer to grant permissions.
You can check:
https://spdactivities.codeplex.com/wikipage?title=Grant%20Permission%20on%20Item
I have designed an InfoPath 2007 form and in the form there is a drop down list box with 5 names of ICT Focal Point persons. I want to design nintex workflow that is based on who ever is selected from my list, he/she will get a notification to approve the form NOT everyone in the list. In this case only selected person should get the request for approval message and then should approve or reject the request.
I now have some small idea on designing Approval workflow but i have no idea to accomplish this very task in my form.How can i do this. Any help?
Thanks
What you can do is just fill up the combobox with de display names of the users.
This way it's easier for nintex to get the right user.
Also make sure you allow users to edit the data of the combobox field or else the field won't be visible in your nintex designer.
In the approval action you only have to select the right item property.
In your case this will be the name of your combobox field.
Now publish the workflow to the library where you use the infopath form.
Make sure you use the right workflow settings. (when the workflow has to start)
The most efficient way to accomplish this is to use a variable in your workflow that represents the person that you want to assign the approval to. Assuming this workflow is activated when a form is submitted you would initialize this variable using a Build Dynamic String shape.
If the value of drop down is a promoted field you could read it as a list item. If it is not a promoted field you can read the value using XPATH.
You would then use a Request Approval shape setting the approver to the workflow variable.
I have a sharepoint list that uses a cascading lookup to display items from another list in the first list. I need to reset the checkbox on the item in the lookup display box in the every week beginning with a date in the "Start Date" field. Is it possible to construct a workflow in SPD to reset the checkbox every 7 days from the "Start Date"?
You can make something like a "loop" using SharePoint designer (but actually what you do is delay for a while, then modify the item AND make another instance of the same workflow run when the item is modified). The technique is described here: http://sharepointmagazine.net/technical/development/the-dog-ate-my-task-use-sharepoint-designer-to-email-daily-task-reminders
i have a sharepoint list
with 2 users for examole (user A and user B)
i need a calculated field in the list items such that if user "A" created the item the field vaule will be "X" and if user "B" created the item fields value would be "Y"
but i couldnt use [created by] in the furmiula of the calculated field !! why is that ?!! and is there another way to do what i need to do ?!
If using Sharepoint Designer is an option you can create a workflow for that list. Set it to start when a new item is created -or- edited, use a condition of "If Created_By equals ..." and an action of "Set yourfield to yourvalue", then add an Else If branch and repeat. This will always override anything a user enters in "yourfield". Takes about 2 minutes to do all of this.
I believe you can create a text field that has the default value set to [Me] which should then be usable in a calculated field.
For more complicated formulae (i.e. anything with conditional logic), try creating an event handler for the content type (or doc library). This will allow you full control to set the fields to what you desire.
The field can be hidden from the user inside the edit screens.
Make sure use the STSDev from codeplex to setup the solution for deployment.