Skip to main content

How to create approval workflow in SharePoint 2013

When a new document is added to the doc library, a task email is sent to the approvers to review the doc. The due date for the task can be set in the workflow. If one of the approvers, approves the doc, the workflow is ended.

Go to the document library, and from the ribbon, click on Workflow settings – Add a workflow

In Add a workflow page, select Approval workflow and enter a name for the workflow

Note – The out of box workflows are of SharePoint 2010 template. To use SharePoint 2013 template, the workflow has to be created with SharePoint Designer 2013. Also, if there are no approval workflow templates, go to Site Settings – Site collection features and activate Workflow.
Set the workflow to be started manually and when an item is created.
As approvers, a person or group can be set. If there is more than one stage of approval, a new stage can be added and the action can be set to follow the parallel or serial sequence. In parallel sequence, the approval stages will happen together and in serial sequence, one stage would be completed at a time. The duration for each task can be set in days/weeks/months.

The document can be rejected, if any one of the approvers rejects it or if changes are made to the document before the end of the workflow. The content approval status can be updated based on the approver's action.

The approver would get a task notification email. From the email, the user can click on the Open task form and the task form would come up. 
The approver can open up the doc from the task form, from the notification ribbon, as marked. The approver can enter their comments and approve or reject the doc. If required, the task can be reassigned to someone else.

Based on the action taken by the approver, the task is updated in the task list. The task is marked complete and the workflow ends.

Comments

Popular posts from this blog

Cannot open SharePoint 2010 Approval task form from Outlook

When trying to click on Open this task from Outlook 2010, it brings an error - " Outlook cannot open a new form. The form contains schema validation errors" Element '{ http://www.w3.org/1999/xhtml}div ' is unexpected according to the content model of parent element '{ http://schemas.microsoft.com/office/infopath/2009/WSSList/dataFields}Body '. As given in the error message, the issue is with the Body column of the workflow tasks list. For the approval workflow, there would be a tasks list. In the workflow task list, the Body column is Enhance Rich multi-line column. Change the setting to Plain text, instead of enhanced rich text. After that do an iisreset.

Display a Thank You message at the end of survey form in Sharepoint 2010

A quick and easy way to display a Thank you message at the end of survey for submitting the form. At the end of last question, insert a page breaker. After the page breaker, add the Thank you message as a question, and select the type Single line of text. Enter the default value as "Internal". Go to the survey form and click on Respond to Survey. Click Next and in the Editform url in the browser, append &ToolPaneView=2 to the end of URL. Add a CEWP to the below of the page and insert the below code, in HTML source or else paste the code in a text file uploaded to sharepoint library and refer to the text file. (referring the text file is preferred) <script> // hide the input textbox for the "thank you " message  var x = document.getElementsByTagName("INPUT");  var i=0;  for (i=0; i<x.length; i++)  {   if (x[i].value=="Internal")   {     x[i].style.display="none";   }  }  </script> Save the page. Respo...

Audit Log Reports issue in sharepoint 2010

When enabling audit log reports, there were a couple of issues faced, given below 1.        I could not find the Audit Log Reports link in Site Collection Administration. Enabled it using stsadm as given in the below link How to enable the audit log reports link - http://www.danielbrown.id.au/Lists/Posts/Post.aspx?List=276dae61%2D6562%2D4ad1%2D8ca5%2Dba66c07b0cff&ID=47&Web=8a2513e7%2D4048%2D450e%2Dbd08%2Dea5ab59830ef 2.        When trying to generate audit reports or when trying to click Browse to select the location, I was getting an error "An unexpected error has occurred” with a correlation id. a.        As mentioned in sites, I checked in ULS logs for the description – The ULS logs can be found in C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\LOGS b.       There was an exception related to Search c.   ...