AR approval Workflow - how to delege, escalate & set remainders

Hi,
We have a lengthy approval process for Appropriation requests. (upto 8 levels of approvals). During the approval process, we are experiencing lot of delays in approvals due to people leaving organisations, going on long vacations and in some cases just ignoring the approval requests.
We would like to set remainders, escalations and also delegate the approvals if possible.
Pls suggest how to incorporate these functionalities into the existing workflow.
thank you

Hi,
I do not have a solution for your requirement. But I have a doubt which I have already raised in this forum. Please follow the below link: https://www.sdn.sap.com/irj/sdn/forums
It would be nice if you can give me your id which will be very helpful to me.
regards
Pratap.V

Similar Messages

Approval Workflow - How to stop Approval Process after one Approve?

I currently have a approval workflow for announcements. There are two approvers assigned to the workflow with the serial setting. How do I end the approval work process after one of the two persons approve? Currently, if one person approves, I have a "In
Progress" status under the status column.
Here is the text-based editor view of my workflow:
f Current Item:Body not equals Current Item:PriorBody
Start Approval process on Current Item with User1; User2
Else if Current Item:PriorWorkflow equals Approved
Set workflow status to Approved
If Current Item:PriorWorkflow equals Rejected
Set workflow status to Rejected
Any tips are welcomed. I have found that Nintex released a workflow that addresses this, but I would like to work around that if possible.

Hi David,
Yes, I created the workflow based on SharePoint 2013 Workflow platform. You can have a look at the screenshoot:
Thanks,
Eric
Forum Support
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In an approval workflow, how do I wait for either Approval or Reject to proceed?

I have a field that will get set to Approved or reject in the form. In the workflow I inserted the action "Wait for a field to change in current item". The program is it reads:
WAiT FOR "SOMEFIELD" TO EQUAL "VALUE"
the value could be "Approved" or "Reject". How can I set the wait till the value is changed to proceed to next action in the workflow?
Thank you.

Hi,
According to your post, my understanding is that you wanted to create a workflow to wait for the filed changed and then proceed to next action.
As Matt
Milsark's Blog said,
in the SharePoint Designer 2013, the value of the action has to be equal to.
However, we cannot use parallel blocks to wait for the item to change.
When the column’s value of the List is “Approved” at the first and not changed, the workflow also will start and perform the next action.
The reason is that if we create an item which set the column value to “Approved”, the workflow will proceed to the Approved Step without any changes and then wait for the filed changed to Rejected.
As a workaround, we can use the “Stage” and the “Wait for Filed Change in Current Item” action.
You can follow the steps as below to implement it.
Create a Custom List > Create a Column with the type of “choose” > Set the Column’s value is “Approved” or “Rejected.
   Open the SharePoint Designer 2013 > Create a Workflow for this List > Add some conditions and actions
as below:
   3. Click “Save” to save the workflow.
   4. Go to the “Navigation” and click the “Workflows” > Open the new workflow > Go to “Start Options” > Check “Start workflow automatically when an item is created”.
   5. Click “Publish” to publish the workflow.
In addition, we can use the “Wait for Event in List Item” action to achieve what you want. Please create workflow as below:
Then if the “Approved” Column’s value of the current item is changed to “Approved”, the workflow will log “Approved Column changed to Approved”.
If the “Approved” Column’s value of the current item is changed to “Reject”, the workflow will log “Approved Column changed to Rejected”.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

In Workflow, How to get and set table values at runtime.

Hi All,
I m having a doubt,
here in my workflow, i have used a object where in i have made a 'Z' method which is suppose to populate a table container.
Actually after using std SOFC-COMPOSE activity my table which has 4 user id's contains only 1 user id who has runt that activity.
So in order to get all 4 user's back in the container i made a 'Z' method, which will populate the values back in tht user_id's table.
But it is not doing so.
Can you please help me as to how to do it?
I m sending u the code that i hav written in the method.
There are 2 codes i tried.
first:
BEGIN_METHOD ZPOPULATE CHANGING CONTAINER.
data : User_Release type table of zfitlevel-zuid,
       wa_user_release type zfitlevel-zuid.
data: User type table of zfitlevel-zuid.
swc_get_table container 'User_Release' User_Release.
wa_user_release = 'USNOSIJOH'.
append wa_user_release to User_Release.
wa_user_release = 'USNOSOSAT'.
append wa_user_release to User_Release.
wa_user_release = 'USNOANMER'.
append wa_user_release to User_Release.
swc_set_table container 'User_Release' User_Release.
END_METHOD.
and second : Suppose User is the tabel that has correct values at run-time.
BEGIN_METHOD ZPOPULATE CHANGING CONTAINER.
data : User_Release type table of zfitlevel-zuid,
       wa_user_release type zfitlevel-zuid.
data: User type table of ZUSRID.
swc_get_table container 'User' User.
swc_get_table container 'User_Release' User_Release.
User_Release[] = User[].
swc_set_table container 'User_Release' User_Release.
END_METHOD.
Please let me know if anyone can solve my doubt asap.
Thanks & Regards,
Alpa

Hi
Thanks for the reply.
But here in my case, there is a problem.
The table container in Workflow wil hav dynamic entries.
It will hav to pick it from other dynamic container elements (all single line) and append them in this container table.
For eg:
at runtime:
User1 = 'USABC'
User_table = 'USABC'
                   'USLMN'
                   'USPQR'
                   'USXYZ'
after one of these user execute a compose mail activity of SOFM-COMPOSE,
the User_table is left with only one user id who has executed the activity compose.
suppose USABC executes it so after that the conatiner values are:
User1 = 'USABC'
User_table = 'USABC'
Now i want that this table container shud hav all 4 values even after that activity for other purpose.
So how can i achieve that?
Thanks & Regards,
Alpa
Edited by: siri on Jul 9, 2008 8:32 PM

Creating an approval workflow for a customized request form

Hello,
I have created a customized request form in FIM that users are to fill up and submit for rights request. A workflow is required for for request process from the requester an escalation of approvers for the request to be approved or denied.
My challenges are:
Adding a control to my xml configuration file that will allow users to select multiple items, a checkbox feature with a list of rights to apply for
Creating a workflow for the customized request form, so that the approvers receive mail with the details filled on the form as the body text of the mail.?
How can I achieve these? I will greatly appreciate your help.
Regards,
Josephine

I would suggest you go through this walkthrough here:
http://technet.microsoft.com/en-us/library/ee534919(v=ws.10).aspx
and this is also very helpful:
http://blog.msresource.net/2012/07/13/including-who-approved-or-rejected-an-approval-in-its-notification-email/
- You need an email template with all your custom content
- you need a notification workflow containing the recipient Information
- you need a MPR starting the workflow when the user checks the box
- FIM needs to know the email attribute of the approver to be able to send the mail
- the owner Attribute of the Group must be set, this is the recipient of the approval mail in case of the Default owner approval workflow. in your case you set the appropriate Attribute of the group
- and of cause the Connection between FIM and Exchange must be available. If not, you see a lot of Errors and warnings in the eventlog.
Henry

How to set the conditions for item deletion approval workflow?

Hi,
I have created approval workflow for item modifications ie, when user try to modify an item, it will send a mail to Project Manager. For that I set the conditions in Change the behavior of the overall task: 1. When the task process starts 2 . When the task
process completes .
Change the behavior of the single task: 1.when a task is Pending.
[I followed this https://www.nothingbutsharepoint.com/sites/eusp/Pages/5-Steps-to-Enhance-SharePoint-2010-Approval-Workflow.aspx ]
My Requirement is that I want to set this same workflow for the scenario: when the user deletes an item it will send a mail (intimation mail for item deletion) to Project Manager. here i dont want to send modification mails when user deletes an item.
When user modifies an item: 1. intimation mail, 2. Approve/Reject mail 3. intimation for approval / rejection mail.
When user deletes an item: 1. intimation mail.
How can we set it in one approval workflow?? where i have to set the condition for sending either item modification mails or deletion mail.
Thanks,
Praveen ji

Hi,
According to your post, my understanding is that you wanted to start approval workflow when item deleted.
You should first make some changes to trigger the workflow when you delete the item.
You can use the Event Receiver to achieve it.
In order to trigger workflow on item delete you need to create event receivers and from event receiver call the workflow already attached with list.
http://ravendra.wordpress.com/sharepoint-workflow-on-list-item-delete/
You can also create custom action to start the workflow, you can refer to the following article, then modify the workflow as your need.
http://blogs.sharepoint911.com/blogs/jennifer/Lists/Posts/Post.aspx?ID=50
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Setting up Sharepoint 2013 approval workflows depending on field value

Dear Microsoft Support,
I am still relatively new to Sharepoint-Infopath and would need help with setting up workflows for a requisition form I am creating. I have designed and created a form using Infopath 2013 and have successfully created the link
to have the data uploaded into my Sharepoint Server 2013 library. This form's purpose is to have our users make supply requisitions from the Warehouse department. We are a school, therefore, there are numerous different departments with different approvers.
My goal now is to setup the approval workflows using Sharepoint Designer 2013. The complication now is that only certain people need to approve the requests, depending on the department selected. For example, I am in the IT department, if I put a field's value
as "IT" the form will be sent to the IT department manager prior to going to the Warehouse department for processing. If the user chose "English", the form will be routed to the English department head for approval. What are the steps that
I would take to have that kind of customization? How do I setup approval workflows in Sharepoint Designer 2013 to meet that?
I have tried searching for solutions over the web, but all of them are too generalized and would not be related to my case in terms of different approvers depending on the different departments in our school. Your assistance would be greatly appreciated.
Thanks. Jason

I would create a second SharePoint list that is set up with two columns. The first column is Title (which is a default column) and the second column is 'Person or Group' column and name it 'Approver'. Then enter the department in the title field and select
the person who needs to approve that department's forms in the 'Approver' field. Use this list and pull in this information in the InfoPath form by creating a data connection to the newly created list and set up the filter to only pull
back the information where 'Title' = 'Department'. After this information is pulled into your form, store the approver information in a hidden field in the InfoPath form and use that field throughout the workflow.
I know this is a very brief explanation so let me know if you need more information.

Don't Know How to Activate or Find Approval Workflow Template

Hi
I'm using Sharepoint 2013. I want to add an approval workflow but I don't know how, and actually I don't know if it is already installed or I have to install the Approval Workflow template separately?!
Can anyone tell me how can I overcome this problem?
Thanks

Hi,
According to your post, my understanding is that you wanted to find Approval Workflow Template.
To activate the Workflow feature, you need to click Site Setting -> under Site Collection Administration, click “Site collection features", and then activate the "Workflow" feature.
Then the Approval Workflow Template will be appeared.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

In search of assistance learning how to modify the mail message from an out of the box SP2010 approval workflow.

So, I have found the article
http://punaro.com/2012/01/derek/modifying-a-sharepoint-2010-workflow-email/comment-page-1/ which appears to walk through the process of modifying an out of the box workflow's mail message.
However, there is a basic problem that I run into before I get started.
I am logged into the system as a regular user (ie not a farm admin, etc.).
I do, however, have full control on the site on which I am working.
I create a custom list.
I create a simple one step approval - sharepoint 2010 out of the box workflow.
I start SharePoint designer and give it the URL of the list. It opens up and I see the various objects on the left side of the screen.
I click right on the Workflows object - which is where the article says I will find the ability to copy and modify the workflow.
All I see is "open", "open in a new tab" and "Pin".
I selecdt open in a new tab - and I get a blank screen labeled workflows that says "There are no items to show in this view".
So, I click on Lists and Libraries, then on the name of my custom list.
When the list displays, the Workflows section of the page has a "Modified Workflow" displayed.
When I right click on it, no menu is shown. When I click on the modified workflow, I get the workflow settings page for that workflow.
I am trying to figure out how to create the copy of the workflow so that I can modify one of the mail messages in SharePoint designer.
Is there someone who has some advice on how to find this copy and modify option? Or perhaps a web site, web forum, article series, or book covering the topic?
Thank you!

Hi lwvirden,
According to your description, my understanding is that you want to modify the OOB approval workflow in SharePoint Designer.
After opening the site in SharePoint Designer, just click Workflows in the left panel and then the workflows in the site will load in the right part.
If you want to copy and modify the OOB approval workflow, then you need to right the approval workflow
Approval – SharePoint 2010 under Globally Reusable Workflow. After that you will see the
Copy and Modify button.
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Trying to set up an out of the box SP 2010 approval workflow that doesn't generate warnings or errors

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

How to troubleshoot approval workflow of a rejected purchase order

Hi,
We are working in oracle applications 11i.
I have a purchase order with status rejected that has hanged up in the system. The user rejected PO and the document has not been transferred to the PO buyer. From the application forms -> Forward documents window, I can see that neither the user who rejected or the buyer has the document.
From System Administrator responsibility I can see that the workflow administrator can modify a PO that is only IN PROCESS,
what shall I do?

please check :
http://oracle.ittoolbox.com/groups/technical-functional/oracle-apps-l/how-to-troubleshoot-approval-workflow-of-a-rejected-purchase-order-4211332

How to create publishing custom approval workflow will assign approvers.

Hi All,
I am new in sharepoint development.
I have a page library where we add artical page with different department
I want to create publishing custom approval workflow will assign approvers based on what department is selected for display. The departments pull from the Other list. On that list each department is assigned an approval group. That approval
group is what should be used for approving the item.
need send to mail with based on selected department approval group
thanks in advance.

Ok, what you're asking for is something that people do all the time, but you say you are new to sharepoint development... So...
Here's how you would do it in SPD:
http://blog.symprogress.com/2011/03/sharepoint-2010-dynamic-approvers-for-oob-approval-workflow/
and here's how you can do it in visual studio:
http://www.mpspartners.com/2011/10/SharePoint2010ApprovalWorkflowDynamicApprovers/
Either way should work, it just depends on your comfort level inside the dev environment.
ieDaddy
Blog: http://iedaddy.com
Twit: @iedaddy

How do I prevent a user from having the rights to approve a document in approval workflow?

I have a document library with the SharePoint 2010 approval workflow assigned. Documents must be approved before a major version is checked in.
The checkbox "Start this workflow to approve publishing a major version of an item." is checked for the workflow.
I want any user to be able to create a document and submit for approval but I only want a subset of people to have permission to approve the documents submitted for approval
How do I only allow certain users be able to be selected to approve a document?

Deleted other posts because pictures did not upload.
I have done exactly as has been indicated, yet User1 can still assign User2 as the approver and User2 can approve the check-in when the "Open this task" button is clicked in the approval
email in Outlook and the approve button is click in the displayed dialog.
Here are the permissions for the SharePoint Group:
Here are the members of the Demo Gallery Contributors SharePoint security group:

Send an email to previous approver after rejection in OOB Approval workflow

Hi all,
I have created OOB Approval workflow with two approvers.
If first approver rejects then i want it to send an email to the requester.
If second approver rejects then i want it to send an email to the first approver as well as requester?
Is there any way to acheive this?
And same should happened when document is approved
Also how to identify that the first approver has completed their task?

Hi Trupti,
you can do that using SharePoint designer workflows:
you can do that by putting the actions in the complete condition so you check who approved it and based on that you do the actions of sending email so it will be if conditions and where to put that in here
http://bobbyspworld.com/2013/02/08/5-step-to-enhance-sharepoint-2010-approval-workflow/
https://support.office.com/en-gb/article/Use-the-task-process-editor-for-approval-workflows-8680b4a4-36b1-441c-b070-e515976078aa
<section class="ocpSection" style="color:#363636;font-family:'Segoe UI', 'Segoe UI Web Regular', 'Segoe UI Symbol', 'Helvetica Neue', 'BBAlpha Sans', 'S60 Sans', Arial, sans-serif;font-size:10.3999996185303px;line-height:normal;">
Completion conditions for the task process
When you click the completion conditions, you’re taken to a full-page workflow editor where you can add or change the completion conditions that for the task process. Specifically, these actions
will run every time an individual task is completed. You can customize the logic here using the workflow commands in SharePoint Designer, like conditions, actions, and else-if statements. You can also add task behavior actions, like the Set Content Approval
Status and End Task Process.
Top
of Page
</section><section class="ocpSection" style="color:#363636;font-family:'Segoe UI', 'Segoe UI Web Regular', 'Segoe UI Symbol', 'Helvetica Neue', 'BBAlpha Sans', 'S60 Sans', Arial, sans-serif;font-size:10.3999996185303px;line-height:normal;">
Behavior of a single task
From the summary page, if you change the behavior of a single task, you’re taken to another full-screen workflow editor where you see the individual task events, such as when it’s assigned, pending,
expires, and so on. Specifically, there are five events:
Before a task is assigned: These actions run before every individual task is created.
When a task is pending: These actions run after every individual task has been created.
When a task expires: These actions run every time an individual task is incomplete after its due date.
When a task is deleted: These actions run every time an individual task is deleted before it’s completed.
When a task completes: These actions run every time an individual task is complete.
You can add any of the available conditions and actions, and you can add several more task behavior actions this time, like append, delegate, escalate, and reassign. You can even add task notification
emails and wait for changes in a task process item. The available task behavior actions change depending on the event you’ve selected.
</section>
Kind Regards,
John Naguib
Technical Consultant/Architect
MCITP, MCPD, MCTS, MCT, TOGAF 9 Foundation
Please remember to mark your question as answered if this solves your problem

When building a vacation leave holiday system using SharePoint Foundation 2010 and SharePoint Designer workflows how can I add half day functionality?

Hi,
I have built a vacation leave holiday system for SharePoint Foundation 2010 using SharePoint Designer workflows and Javascript. Everything works perfectly but I'm struggling to design a solution for users to specify half day requests that span over dates
greater than 1 day, i.e. my half day solution works but only when the start and end date are the same. How would I change the user interface to allow users to choose which day they want the half day to be requested when the vacation leave holiday request is
from, say, 6th - 10th Jan 2014?
Thanks.

Hi ,
I have a test on my machine with a custom approval workflow and it can work normally .Here are the detailed steps :
1.
Open the site in SharePoint Designer .Create a workflow to associate with the document library .Set the workflow to start when an item is created and when an item is changed
.Also allow the workflow to start manually .
2.
Choose ‘Collect Data from a user’ .
3.
Click on the data and give a name to the Task created .
4.
Define the custom form field name as ‘Approve ?’ .Set the information type as Choice .
5.
Set the choices as ‘Approve’ and ’Reject’ .Display as Checkboxes .Uncheck the ‘Allow fill-in values’ and ‘Allow blank values’
.Click finish to save .
6.
Click on users and add the users who will approve the documents .
7.
Keep the output to variable as collect .
8.
Add a new step .Choose ‘If any value equals value ’ .Set the any value ‘Data source’ as workflow variables and parameters .Set the ‘Field
from source’ as Variable: collect .
9.
Set the value behind ‘equals ’ as ‘Approve’ .
10.
Add a new action ‘Update list item ’ .Set the item as current item .Add the field Approval status as Approved .
11.
Add an Else-if branch to update the Approval status as Rejected .
12.
Publish the workflow and test in your site .
Thanks,
Entan Ming

AR approval Workflow - how to delege, escalate & set remainders

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