Approval Workflow Tasks in 2010
It seems that in 2010 the only individual who can approve a task assigned to them from an Approval workflow is the person it is assigned to; prior to this, the individual who started the workflow and site administrators could also approve anothers task.
Has this ability been locked down in 2010?
You can add the group to an Owners section of the workflow so you can delegate the tasks without the help of the site collection administrator/Farm admin.
http://www.fourbuckeyes.com/2013/06/07/task-delegation-in-sharepoint-2010-approval-workflows/
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Similar Messages
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2 level approval workflow using spd 2010
Hi,
I have to create 3 level approval workflow using sPD 2010,
1) User raises request --> Email goes to approver1 & Task assigned to approver1 --> If approver1 approves Task should be assigned to approver 2--> If approver2 approves--> Task should be assigned to approver3 & Email Notification-->
If approver3 approves workflow should complete & email goes to request initiator.
Could you please let me know the exact stepsHi ppatil,
According to your description, my understanding is that you want to create a workflow to assign tasks to different levels people in SharePoint 2010 Designer.
To achieve it, I suggest you use the built-in approval workflow 2010 template.
You can do as the followings:
Open the library
Click Library-> Settings->Workflow Settings->Add a workflow
Select the ‘Approval-SharePoint 2010’ template, and type a name for this workflow
Select the start options, and click Next
For the Approvers, type your approvers as the order approver1, approvaer2, approver3, and the Order is ‘One at a time(serial)’
Select ‘End on First Rejection’
Click Save
Then if you start the workflow, it can be workflow as your description.
I hope this helps.
Thanks,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support -
Edit Approval Workflow - Task Rejection Email
How can I Edit Approval Workflow - Task Rejection Email?
Hi Sunil,
Thank you for your posting!
According to your description, my understanding is that you want to edit the Task Rejection Email for your Approval Workflow. Please take steps as below:
1.Open your site in the SharePoint Designer, go to Workflows->open the workflow you want to modify ->click the Approval->click on “Change
the behavior of the overall task process” in the Approval editor page.
2.Find the Step “When the Task Process Completes”-> “Set workflow status to Rejected.”
3.Add two “Set Workflow Variable” from Action on the ribbon,Click on “workflow
variable” then select “Variable: CompletionMailTitle”(editing the email title) and “Variable: CompletionMailReason”(editing the email body).
4.Scroll below and click on the last action – “Email Workflow Context: Initiator” under “Else”,remove
the first line.
Reference:
5 Steps to Enhance SharePoint 2010 Approval Workflow
step 4
Thank you for your understanding and support.
Best Regards,
Eric
Eric Tao
TechNet Community Support -
Approval Workflow Task assigned behaviour
I have a strange issue that has started recently. On a approval workflow, if the users do not add anyone to the cc line on the task assignment, there is only one email generated to notify the recipient of the task . However, if they put someone on the
cc line as well, a email will get generated for each person on the cc list that will also include all the other recipients. So there are 3-4 emails being generated. What could cause this and how can I fix it?Hi,
Let verify the following:
Whether you mean that when you add people to the cc line, several emails will be sent to the same recipient. if it is, perhaps your cc object
is a group contains the recipient.
Whether your approval workflow created with SharePoint Designer 2010 platform. Maybe
the following checkbox is enabled "For each group entered, assign a task to every member of that group" in the workflow.
Best Regards,
Lisa Chen -
Approval Workflow task won't open by button on Outlook window
Outlook error: Outlook cannot open a new form.
The form contains schema validation errors. (same error from both Outlook 2010 &2013)
Details:
Element '{http://schemas.microsoft.com/office/infopath/2009/WSSList/dataFields}StartDate' is unexpected according to content model of parent element '{http://schemas.microsoft.com/office/infopath/2009/WSSList/dataFields}SharePointListItem_RW'.
Expecting: {http://schemas.microsoft.com/office/infopath/2009/WSSList/dataFields}HRRecruitStartDate, {http://schemas.microsoft.com/office/infopath/2009/WSSList/dataFields}WorkflowLink, ...
In InfoPath I modified the task approval form and it was working. Then I modified the list and it's form and the error resulted.I modified the "request" list; I did not modify the "task" list. I modified the "task" form; I also modified the "request" form.
The error is between Outlook and the "task" form.
Thanks. That link is just some voodoo nonsense about html sensitivity. This error would seem to be describing some change to the underlying data structure. I know one thing I did do was uncheck the "reassign" button functionality. But
I already discovered the reassign view part of the form and deleted that -- no resolution there. I haven't found any data structure out there that contains HRRecruitStartDate, nor can I find reference to it on-line. I know for a fact that I haven't
touched the task list structure so I'm making the logical conclusion that it can't be there. Of course, it is SharePoint and no one knows all the kludge that is going on there.
If anyone did know how the thing worked, one might be able to expect utile error messages.
I see that there are a couple of pages of "content types" associated with a task list, but I have no idea how all that works and can't begin to concoct a strategy for investigating those. I was hoping someone here had some insight. -
Difference between Due Date for All Tasks and Duration per task in an approval workflow
Hello,
I'm starting to read up and learn about approval workflows in Designer 2010. I am confused by the fields "Due Date for all Tasks" and the "Duration per task". I understand that the Due date for all Tasks is the date that all
of the tasks in the workflow must be completed by. And I understand that the duration means each task has x number of days to complete.
But I dont know whey we need them both. If I have the task duration set to two days and there are 3 tasks involved, then wouldn't the due date be 6 days from the start? Why would I have a due date for all tasks that is completely different than
the sum of the duration of days for each task?
Please help shed some light!Hi Michelle,
Due date for all tasks, this setting specifies the date by which all tasks are due. It’s used for serial and parallel
task.
Duration per tasks, this setting specifies the date by which an individual
task is due, it’s used for serial workflow participants.
Note, when you create an approval workflow, select task process participants(approvers oob approval workflow), we can also
select once at a time(serial) or all at once(parallel).
For more information, see
http://office.microsoft.com/en-us/sharepoint-server-help/use-an-approval-workflow-HA101793831.aspx
Best Regards.
Kelly Chen
TechNet Community Support -
Workflow task process participants in serial order: how to make it stop at first rejection
I have listed 3 participants as task process participants in serial order on my approval process. Currently even if the first one rejects, it moves on to the next one and then next no matter if they reject or approve it. The final outcome is rejected if
anyone of them reject it.
Is there a way to stop the workflow and mark the workflow status as rejected if anyone of the participants mark it as rejected?Hello All,
i have read the article
http://office.microsoft.com/en-us/sharepoint-designer-help/understand-approval-workflows-in-sharepoint-2010-HA101857172.aspx#_Toc264526218 but could not find anywhere a step by step process to End workflow on first rejection in Designer 2010.
Can you please help me the steps in SP2010 for setting the Workflow Status as Rejected on the first Rejection itself?
Thanks,
Shubhangi
$hubhangi -
Customize SP2010 OOTB approval workflow using SP designer
Hi,
Even though it has been long time i raised the following question:
http://social.msdn.microsoft.com/Forums/office/en-US/1efa6726-5790-4930-9520-4ef6398c503c/customize-ootb-approval-workflow-using-spd-2010?forum=sharepointcustomizationprevious
but i never created the workflow using the proposed solution until now. After doing some testing i can verify the proposed solution doesn't work for the following reason:
1.If i use 'user who created current item' and at the time of submitting the workflow add a different user email address in the 'Approver' field. It doesn't assign task to the user who has been manually added into approver field. It would still assign the
task to the user who created the current item which is incorrect.
2.If i use 'user who created current item' and a user who created the page has moved from his/her role, when submitting the workflow manually, the system will assign the task to the user who created the original item not the one who has just modified the
item
Ideally we would like to add the 'Approver' when submitting the workflow manually. Is there any other way of doing this? or i have tried the following:
Copy default approval workflow -> Edit Workflow -> Initiation Form Parameters -> Modify Approvers -> Change 'Collect from parameter during:' to Initiation (starting the workflow) -> Next -> Finish -> OK -> Save -> Publish
This lets you add the approver and would assign the task to the correct user. Is this a correct approach?
Any help would be appreciated.
Regards,
KashBy collecting the values during initiation, you would be able to make it work correctly. The only down side to this approach is that there are no default values, but that's a small price to pay for a working process.
If you tested this and it works correctly, I would say that you have a good solution without having to dive too deep into custom code.
I trust that answers your question...
Thanks
C
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SharePoint 2013 workflow task gets canceled
Just wanted to share my solution to a problem that I was having when creating a SharePoint 2013 Workflow that includes creating a task and assigning it to a group of people. After publishing the workflow and initiating it you get:
Retrying last request. Next attempt scheduled in less than one minute.
Microsoft.SharePoint.Client.ResourceNotFoundException: Cannot find resource for the request sp.utilities.utility.ExpandGroupsToPrincipals
An unhandled exception occurred during the execution of the workflow instance.
Exception details: System.ApplicationException: HTTP 404 {"error":{"code":"-1, Microsoft.SharePoint.Client.ResourceNotFoundException",
"message":{"lang":"en-US","value":"Cannot find resource for the request sp.utilities.utility.ExpandGroupsToPrincipals."},
"innererror":{"message":"Cannot find resource for the request sp.utilities.utility.ExpandGroupsToPrincipals.",
"type":"Microsoft.SharePoint.Client.ResourceNotFoundException","stacktrace":" at
Microsoft.SharePoint.Client.Rest.RestRequestProcessor.GetObjectFromPathRoot(Boolean mainRequestPath, EdmParserNode node, Boolean resourceEndpoint, MethodInformation& methodInfo)\u000d\u000a at
Microsoft.SharePoint.Client.Rest.RestRequestProcessor.GetObjectFromPath(Boolean mainRequestPath, String path, String pathForErrorMessage)\u000d\u000a at
Microsoft.SharePoint.Client.Rest.RestRequestProcessor.Process()\u000d\u000a at
Microsoft.SharePoint.Client.Rest.RestRequestProcessor.ProcessRequest()\u000d\u000a at
Microsoft.SharePoint.Client.Rest.RestService.ProcessQuery(Stream inputStream, IList`1 pendingDisposableContainer)"}}
} {"Transfer-Encoding":["chunked"],"X-SharePointHealthScore":["0"],"SPClientServiceRequestDuration":["46"]
,"SPRequestGuid":["624f66f8-a70c-81db-bf0d-c042443f5435"],"request-id":["624f66f8-a70c-81db-bf0d-c042443f5435"],
"X-FRAME-OPTIONS":["SAMEORIGIN"],"MicrosoftSharePointTeamServices":["15.0.0.4569"],"X-Content-Type-Options":["nosniff"],
"X-MS-InvokeApp":["1; RequireReadOnly"],"Cache-Control":["max-age=0, private"],"Date":["Mon, 06 Apr 2015 22:17:23 GMT"],
"Server":["Microsoft-IIS\/8.0"],"X-AspNet-Version":["4.0.30319"],"X-Powered-By":["ASP.NET"]} at
Microsoft.Activities.Hosting.Runtime.Subroutine.SubroutineChild.Execute(CodeActivityContext context) at
System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager) at
System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
I was not able to find any answer anywhere, so my solution was:
1. Simply upgrade SharePoint Server 2013 to the latest version which in turn updates Microsoft.Activities.Proxy.dll
2. Clear the SharePoint Designer cache
Workflow Error - Sharepoint Designer cannot display the item
http://community.office365.com/en-us/f/154/t/74327.aspx
I hope this is helpful to somebody
ThanksHi Amit,
According to your description, my understanding is that you want to approve workflow task using web service in SharePoint 2013.
For troubleshooting this issue, please provide the more detailed code.
Here are some similar posts, please check if they are useful:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/b999a417-dce3-4590-9173-89aea91f23a3/complete-workflow-after-approving-all-tasks?forum=sharepointdevelopment
http://www.sharepointblog.in/2013/07/programmatically-approvereject-task-in.html
http://aarebrot.net/blog/2011/10/how-sloppiness-and-spworkflowtask-altertask-could-inadvertantly-lock-your-workflow-task/
I hope this helps.
Thanks,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support -
Restrict editing/deleting item when approval workflow is in progress
I have a list for contributors to submit documents and activate an approval workflow. The requirement is to restrict all users from editing and deleting the document once the workflow is activated. After the workflow is completed, if the document
is approved, all users also should not be able to edit/delete the item; if the document is rejected, users should regain the permission to edit/delete the item.
I had no problem with restricting edit/delete permission after the document is approved by adding a Declare Record action after the content approval status is set to approved in SPD.
However, the workflow was not able to complete when I added a Declare Record action in the "When the Task Process Starts" step and an Undeclare Record action in the very beginning of the "When the task process completes" step to restrict users from editing/deleting
the item when the workflow is in progress.
After I activated the workflow and approved the item, the Workflow status shows Approved but the Approval status still shows Pending. In addition, the "Approval Workflow Task is complete" (shown in the following image) is missing in the workflow history,
which seems to me that the workflow task is never completed.
Please advise me the proper way to restrict users from editing/deleting the document while the workflow is in progress. Thank you.then use SPD to customize the task process to lock them out upon starting and give them rights again upon rejection.
http://office.microsoft.com/en-us/sharepoint-designer-help/use-the-task-process-editor-for-approval-workflows-HA101863538.aspx
Please mark my response as an answer if appropriate.
Learn.SharePoint.com
Hi
How was this resolved in the end. I to want to disable editing of document whilst workflow in progress. In SPD how is this achieved?
Thanks -
Document Approval Workflow Question
I have a document approval workflow set on a document library, because I want the documents to require approval by the approver before they can be seen. I also have versioning set on the library. However, once the documents are approved and then later
changed, the Document Status is reset to Draft and requires approval again. Is there a way to use either Document Approval or Versioning or a combination of both to keep the document in a draft state and not viewable until approved, and then not change states
again if changed? Thank you!Hi,
The screenshot is Content Approval option in Document library settings. As we can tell from the explanation in the left part, content approval is designed to specify whether new items or changes to existing items should remain in a draft state until they
have been approved. It will work both when a document is uploaded to library and when a document is edited.
If you would like approval only happen on first uploading but not on lated editing, then you might use other method for approval progress.
As workaround, you could use OOB approval workflow and specify it to start only when an item is created, so that the approval progress will only happen on first uploading.
https://support.office.com/en-nz/article/Understand-approval-workflows-in-SharePoint-2010-a24bcd14-0e3c-4449-b936-267d6c478579
Regards,
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected] .
Rebecca Tu
TechNet Community Support -
Approval workflow in SharePoint foundation 2010
Hello Experts,
I'm using SharePoint foundation 2010. Can someone help me understand the procedure for creating the approval workflow for a doc library using the SharePoint designer 2010. It would be great if you can guide me the step by step procedure for setting up this
workflow.
Thanks.Hi rebel537,
As you described, you are using SharePoint Foundation 2010. There is no “Start approval process” action when you edit SharePoint Foundation 2010 workflow in SharePoint
designer 2010.
I suggest you using “collect data from a user” action instead of “start approval process” action to complete the approval task. There is a demo for your reference.
1.
Open the SPD, navigate to the workflow edit zone. Select “collect data from a user “action.
2.
Click data, in the pop-up window, click next and enter the task name for the approval workflow.
3.
Click next, define the fields for the task, for this demo, there has a field “approval result”.
4.
Then click finish. Back to the workflow edit zone, click user, in the pop-up window, select the user for the task then click finish ,back to the workflow edit zone.
5.
Add a condition (if any value equals value) after the action.
6.
Click the first value, and then click Fx, there goes to a pop-up window, enter as below.
Data source: Association: Task List
Field from source: Approval Result
Field: ID
Value: Variable: collect
7.
Set another value to “Yes”, add the action” set workflow statue”, set it to approval. Add an If-Else branch, set the workflow statue to reject.
8.
Publish the workflow, and use it for the approval purpose.
Thanks,
Simon -
I have a custom list for which I want an approval workflow. There is only going to be one stop for the approval - creating an item is a request to a person for a new code to be created.
If I do not turn on content approval, then I get the message:
The workflow could not set content approval status. Enable content moderation for this list and run the workflow again.
When I turn on content approval, then when the users go to the custom list to create an item, they see this message:
Items on this list require content approval. Your submission will not appear in public views until approved by someone with proper rights.
Surely I am missing something obvious. I just want a standard SP 2010 form without warnings to gather info from the user, then to create a workflow task that sends a person an email that they need to approve or reject the request.
The second message is going to cause questions from the users. The person who has to approve the tasks wants to be able to see what requests are awaiting approval vs approved vs rejected.
Is this something that is not doable in SP 2010?the "Approval Process" step is designed for manipulating the "Moderation Status" (Content Approval status) of a list item... What you are seeing is DESIGNED behavior.
When Content Approval is enabled, content changes are not made public until they have been approved. The Approval workflow sends the email to a manager, who is supposed to approve or reject the change.
If Content Approval is DISABLED, there is no point to the workflow.
Scott Brickey
MCTS, MCPD, MCITP
www.sbrickey.com
Strategic Data Systems - for all your SharePoint needs -
Need 2 metadata fields from item I am running a approval workflow on to show up on the task list
I have document library "A" that contains many documents with 6 columns of metadata. I have a simple approval workflow for the library that works as it should in functionality. My users would like it if 2 fields of metadata from the items in library
"A" would show up in the Task list so they could track the tasks by the 2 fields. Can anyone point me in the right direction here to make this happen? Working in SP2010 with Designer 2010 and IP 2010.
ThanksHi Ross,
According to your description, my understanding is that you want to display two managed metadata fields in the associated tasks created in the approval workflow.
I recommend to edit the approval workflow in SharePoint Designer and new two task fields to display the two managed metadata fields.
Here are the detailed steps:
Open the approval workflow in SharePoint Designer and click Approval in Start Approval Process step.
Click New to create two task form fields in single line of text type.
Click Change the behavior of a single task under Customization.
In Before a Task is Assigned step, select Set Task Field under Task Behavior Actions and then set the newly created task form fields to get the values in the managed metadata fields of current item.
Please refer to the picture below(create a task form field called Managed Metadata for example and mm is the managed metadata column in the list):
Best regards.
Thanks
Victoria Xia
TechNet Community Support -
Can we change the name of reassign button in sharepoint 2010 approval workflow?
can we change the name of reassign button in sharepoint 2010 approval workflow?
Shazil AliYes, we can change it. Steps are as follows: 1. Create the workflow in SharePoint Designer 2010 2. Use Start Approval Process action 3. Write your logic and all setting as per you requirement and then publish the workflow once. 4. After this, click on
the workflow name and there you will see the sections as Workflow Information, Customization, Settings, Start Options, Forms. Here you will see a form under Forms section with a name of Approval_x00....... with a type "Task". Click on this form. This form
is an Infopath form that opens up when a task is to be edited (Task Form). This form will open up in Infopath (provided you have Infopath installed on your system) It may ask you the crendentials for security. 5. The task form will open up in Infopath for
editing. Click on the Reasign button and in the top left corner in the ribbon section is the field (Label) having text as "Reassign Task". Change this and then save and publish the form.Publish the workflow once again.
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