Is it possible and if so how; to have an outlook email where I can approve/reject a sharepoint workflow from within the email instead of navigating to sharepoint?
Or is it possible to use an infopath form inside outlook to make approvals/rejections instead of going to the sharepoint site?
Thanks You.
Yes, but only with Outlook 2007+. There is an "Edit this Task" button which you can use to Approve or Reject the task directly from Outlook.
http://office.microsoft.com/en-us/powerpoint/HA102202031033.aspx
Sharepoint workflow tends to be limited. Third party components such as Nintex Workflow give an option for "lazy approval" i.e. just reply approved or rejected. Nintex takes care of the rest.
The edit task button only works with MOSS. Outlook uses the workflow.asmx web service which is only installed with Microsoft Office sharepoint server.
http://www.sharepoint-stuff.com/?p=18
Related
All,
I'm new to SharePoint, and I was wondering if there was a way to have a group of users complete a task (perhaps a form that needs answered), and then have that form, or the answers given in that form, be sent to another group of users to look into and follow-up on? Perhaps it could be moved to a specific folder?
Google hasn't turned up much of anything in the way of clear answers.
The mechanism you are mentioning is like a SharePoint Approval workflow or an approval flow.
Just like teylyn said, you can choose SharePoint Designer workflow or Power automate depends on the version of SharePoint you are using.
How to determine the SharePoint version I am using.
And SharePoint has its own built-in approval workflow template for directly use. It is a bit old but easy to configure and ready to be used.
An example for SharePoint designer 2013 platform approval workflow here.
2010 Platform approval workflow
One thing just for your notice, there are two different types of workflows, 2010 platform workflow and 2013 platform workflow. You can create a 2010 platform as long as you installed SharePoint Designer. However it is needed to install and configure workflow manager to use 2013 platform workflow.
Flow tutorial here.
Hope to be any help.
In SharePoint Online, you can use Power Automate to create business logic workflows, using fields in a SharePoint list that store the current status of a task and information like next reviewer, etc. The Power Automate flow can be either triggered by a button in the form (in which case you would want to design the form with PowerApps) or whenever the item in the SharePoint list is modified.
In SharePoint on premises you can create SharePoint Designer workflows to achieve the same thing.
Can I get any suggestion on sending email to a SharePoint group when a site is created on SharePoint Online out of box.
Thank you in advance
According to my experience, there is no OOTB method to achieve this requirement.
There is no site created trigger action in flow and for SharePoint add-in, there is no site-level trigger event.
how do I connect an Outlook calendar to SharePoint Online?
I see the option to add a new calendar but I don't know how to get the correct "Outlook Web Access URL" and "Exchange Web Service URL".
Am I on the right track?
Thanks!
SharePoint Online Doesn't support Calendar overlay with Exchange web service.
The same question is answered here:
https://sharepoint.stackexchange.com/questions/199097/how-to-find-url-outlook-web-access-url-for-calendar-overlay-with-office-365
Yes it's possible. You can sync using Power Automate. The SharePoint Calendar is a SharePoint list with the name "Calendar". It's a simple PowerAutomate workflow with few steps which you can set up in a few minutes. In case you want to use a Shared Mailbox you can sync the calendar from therein when you share this calendar with your personal mailbox. Then you will see it in Power Automate shown as Calendar to retrieve events from.
Please note: SharePoint Item Action in Power Automate doesn't support all SharePoint List field types, e.g. checkboxes like "All Day Event". Nevertheless you can sync All Day Events which will show up with scheduled time 12pm-12pm.
You can also include SharePoint Calendars as SharePoint Web Part e.g. in a SharePoint Page.
I am trying to a configure the Sharepoint 2010- Approval workflow to the list. I have activated the "Workflow" under site collection features. After enabling, under the "Add a workflow" in list > workflow setting, the template name is not displayed. Kindly help me to enable this approval workflow on Sharepoint 2013.
The issue was due to Microsoft workflow interruption. Check the global admin site in case if you received the message from Microsoft specifying the same.
From SharePoint experts, I would like to know if following is possible in SharePoint 2010:
Can we send an offline form (word/excel format document) to SharePoint server by email so that it goes in document management system and undergoes an approval workflow. This feature could be used by users who have only email access and can't access SharePoint portal.
Yes this is a built in feature in SharePoint 2010. You have to enable it in central administration. It is not a simple tasks however. There is a lot of configuration that needs to happen on the server. The documentation is here.