Creating a Simple document Approval workflow in SPD

Hi
Having configured workflow manager 1.0 I have attempted to create the simplest approval workflow.
on my document library I set content approval , content type management and versioning. I have left out check in and checkout to speed up my testing
Create a single stage workflowin SPD2013 associated with my Document Library
I upload my document set the various properties as defined in my custom content type
Document "Approval Status" states "Draft"
I (optionally) checkin and Publish a major version of the document, "Approval Status" is "Pending"
I manually trigger the my w/f setting myself as the approver
I want pass my Task Outcome to the Approval Status property in my current item - I am just not sure how to do this without setting the item back to draft
I am just not sure of the syntax - could anyone help?
Daniel

Now if I was building a SharePoint 2010 workflow .... I seem to have richer support for content approval
....... Was there beauty contest for the 2010 actions!!!!!!!!
Freelance consultant

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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 steps

Hi 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
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Wendy Li
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Document Approval Workflow

I have different document libraries alloted to different departments.
Now, i want to apply a document publishing workflow in such a way that whenever someone of some department uploads a doc or make any change it goes to his line manager for approval.
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Hi
http://blog.incworx.com/blog/who-is-the-best-chicago-sharepoint-firm/sharepoint-help-how-do-i-create-a-sharepoint-2010-approval-workflow-for-a-document
Please Mark As Answer if my post solves your problem or Vote As Helpful if the post has been helpful for
you
Amit Kotha

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
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Rebecca Tu
TechNet Community Support

I want to create a simple docuement with 2 pages?

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Hi maddy,
I want to save the document to MyDocuments folder, I tried to look in IDocFileHandler but I can not get a function which takes path/name as input with docRef.
Can u suggest how can my document to disk?
I dont want user to enter any detail, the document just created should get saved on Disk with the use of some commands only.

Multiple Levels of Approval Workflow in SPD

Hi-
I'm building a workflow that has multiple levels of approval behind it. I know how to set up the multiple levels of approval, but sometimes this workflow needs to have 2 approvals and sometimes it needs to have 3 approvals. I'm hoping to pull
the info in from a SP List, but am not sure to do with the different number of approvals needed. Does anyone have any suggestions?
Thanks a lot!

Yes you can create a column in SP List containing the Approver names. This should be a People/Group field or Single line of text can also work.
In your SPD workflow you can track the status of the previous Approver and based on this you may allow the workflow to move to next or stop it. Assuming that you will create a Status column having two values - "Approve" and "Reject".
If Approver selects "Approve" then workflow proceeds for next approval or else the workflow stops or if Approver chooses "Reject" then you may create a new task for the previous Approver and send him an email - Just a suggestion if you
have back and forth approval system.
If it is a simple sequential approval then can go for out-of-the-box Approval Workflow available. If there is some level of conditions then SPD workflow is an option.

Call the document Approval Workflow screen from a custom KM Details Page

Hi,
We are trying to call the Approval Workflow screen from a custom developed KM Details page (using JSPDynpage). How can this event be triggered. We want to trigger the same event that gets called when a user clicks on the Approval Option under Settings in the Details page for a KM resource. Quick response would be much appreciated.
Thanks and Regards,
Shibendra

Hi,
Refer below links:
https://blogs.oracle.com/prajkumar/entry/call_oaf_page_from_d2k
http://oraclearea51.com/11i-oa-framework/17-technical-articles/technical-articles/325-how-to-call-oaf-page-from-form-personalization.html
http://oracle.anilpassi.com/call-oa-framework-page-from-oracle-forms-passing-parameters-2.html
--Sushant

Create a one level approval workflow for a document in the document library

hi,
Can anyone pls provide me how to create a workflow in SP 2013.
I am having the scenario
Document uploaded into the document library. it will trigger the workflow and it will reach the approver's inbox and if the approver approves the document, i need to do peform few tasks on the dcoument and document
library in which it resides.
So, would like to know whether this is possible without using the new features in SP 2013. like Workflow Manager , etc.
Heard that, workflow manager is a new software installable and need to go through separate learning curve.

but i am having custom columns which are taxonomy columns, single line of text, choice field, people picker field etc.
how can i show these metadat columns in a approver form using the OOB workflows, does sharepint provides us to display the form whcih will be used by the approver and once approved the document will be moved into a new doc lib
and if rejected it will be deleted from the current doc lib.
also a email would be sent to requestor who uploads the document.
I think these customizations were not available in the OOTB workflows.
pls let me know any other approaches!
help is appreciated!

How to create a three state approval workflow in SharePoint 2013 using visual studio 2013

Hi Everyone,
i have a requirement like 3 state to approve. Here is the details:- when the item added into the list it will go for reviewer. Once the reviewer review the item, he will assign the task to concern person/department(Parallel process more than two persons).
Once they will approve the request again it will come back to reviewer and he will assign the task to team member(parallel process). Once the team member accepted then workflow terminate.
i want develop this workflow using visual studio 2013 only, not using designer..
Thanks in Advance.....
Mallesh

Hello,
you can find multiple sample on the web like those
http://www.splessons.com/2013/12/create-state-machine-workflow-in-sharepoint-2013-using-visual-studio-2012/
http://msdn.microsoft.com/en-us/library/ee231606.aspx
I don't think that's very different using VS2013 or VS2012
Best regards, Christopher.
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In approval workflow, can we have one action in which item can be review and approve/reject

Hello,
I have created approval workflow using SPD.
While sending notification to approver, we need to mention link for viewing : [%TaskProcess:Item Title%][%Variable:InternetLink%] and for approve/reject : [%current task: form_URN%]
So is it possible to have one link, where reviewer can review document and approve or reject it. he/she should not have to go again to mail and click on another link.
Thanking you in advance.
Regards,
Jayashri

hai
go for DispatchAction class and then pass as parameters
refer struts complete reference...
it will solve ur problems..

After the in place upgrade from SharePoint server 2007 to 2010, the out of the box approval workflow does not prompt for additional information after check in of a major version.

I think it has to do with the interaction between Word, InfoPath, IIS, and /or SharePoint, but I cannot put my finger on it. Maybe client integration or authentication settings? I have looked at it in wireshark
and have not seen anything glaring.
Steps to reproduce the (working) behavior:
Set up a document library in SharePoint 2010.
Under versioning settings, make the following changes:
Set Require Content Approval for submitted Items to Yes
Select Create Major and Minor (draft) versions
Set require checkout to Yes
Create an out of the box “approval” workflow with the following settings:
Start this workflow to approve publishing a major version of an item.
I then create a new document. Save it. check it in. it is now version 0.1.
I then open it again. check it out. Make a change. Close and save it.
Check it in.
Publish major version:
At this point a screen is presented to me to enter workflow parameters. This screen comes up in Enterprise 2013 and MOSS 2007, but not the migrated version of 2010:
This is what I need help with. It should come up in 2010. To fix it in 2013, I had to change the IIS bindings to only have 1 entry for a port. I did this for 2010 and it did not work.
Any help or ideas is very appreciated. Thanks very much in advance.

Hi Chris,
According to your description, my understanding is that the approval workflow cannot work when the workflow was set to start to approve publishing a major version of an item after upgrading to SharePoint 2010.
I recommend to check the approval workflow in Workflow settings of the corresponding library to see if the Start this workflow to approve publishing a major version of an item is checked.
For test, I recommend to create a new OOB approval workflow and set it to start to approve publishing a major version of an item in the same library to see if the workflow can work.
Thanks
Victoria
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]
Victoria Xia
TechNet Community Support

2 step approval workflow

How to create a 2 step approval workflow in CLM system. The scenario is like this- The contract first craeted by owner goes for internal review (legal or business as collaborators) and then goes to Product category manager (first approver) and once all stakeholders including supplier gives go-ahead on acceptance of contract, it will be signed off by Financial authority (value based approval)(second step approver).
Appreciate if someone guide on this....
Cheers!
Amit

Dear Pras,
I've a similar requirement.
Credit / Debit Note Generation
Credit note:
A credit note is a document that decreases the company's receivables and decreases the customer's liability.
Debit note:
A debit note is a document that increases the company's receivables and the customer's liability.
Both the above cases, system generate notes msg. and transmit to the concerned authority.
Criteria
Less than Rs 1,00000 - workflow only to User1
Between Rs, 1,00000 - Rs, 2,00000 - workflow to User1 and then to User2.
Please help me ... I'm new to Workflow.
Regards,
Abir

OIM approval workflow creation

Hi Gurus,
Is it possible to give permission to a group in the OIM to be able to create/manage Resource's approval workflow? If so, what I should do? Which permission are needed?
Or just system administrator is able to do that?
The group was created just to perform that activity and it can't have another privileges.
I would appreciate any help.
TiA,
Carlos

In pre 11g there is no really good way to do this as approval workflows are defined in the design console. One of the things I am excited about 11g is that the approval workflow is moved to BPEL (http://iamreflections.blogspot.com/2010/09/oim-11g-approval-workflow-orchestration.html)
If you need to support this in pre 11g you can either try to configure the design console to just have the approval workflow menu item. i haven't tried that but it does not look simple or straightforward to me.
If the approval workflows are simple you could try to go over the custom resource object or custom menu item road. A third option would perhaps be to let them define the workflows in a free standing tool and then parse in the changes and use the OIM API to update the approval workflows.
Best regards
/Martin

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,
Kash

By 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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2010 Publishing Approval Workflow not triggered from Office 2010 application

I have a peculiar situation to which I have been Googling for weeks now but to no avail.
Basically, I have configured a publishing approval workflow to fire when the user checks in a word document as a Major version. I tested it and all was fine. I later found that on a select few PC's on the office network the prompt (workflow initiation
form) was not popping up when checking the document in via the office 2010 word client and therefore the workflow wasn't being initiated.
I have gone down many avenues of group policy, SP permissions, AD settings, even reinstalling office but nowhere nearer to solving the issue.
Please bear in mind I have it configured correctly from a SharePoint point of view i.e. checked the box to allow workflow to be manually started & start to approve publishing on major version.
This might be a clue: it works when checking in via SharePoint but not when checking it in via word, therefore indicating a desktop client or office issue.
Does anybody have any knowledge of what triggers the initiation form to fire and what might block it or not register its existence from an office app point of view? Any general comments would be welcome.
Spec of problem machines: - Windows 7 (x32/64), Office 2010 Std, SharePoint 2013 server (but using 2010 workflow in this case).
Marc Grocott

Hi Marc,
Based on your description, my understanding is that when you check in a major version from word, the workflow initiation form not appear.
In order for Document Approval workflows to work seamlessly with word, you can tick the option: "Allow this workflow to be manually started by an authenticated user with Edit Item Permissions".
Here is a detailed article for your reference:
Approval workflow does not start from Microsoft Word
Best Regards
Forum Support
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Creating a Simple document Approval workflow in SPD

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