Creating an approval workflow

Hi Experts,
I need to create a simple Approval Workflow for documents in a folder created in
CA ---> KMContent ---> documents --->Public documents --->Target folder.
I want one user A to upload and submit for approval documents in Target folder and want another user B to approve these documents (User B should be able to see the documents which are submitted by A for approval and not the ones which are not submitted) .Till the time documents in target folder are not submitted for approval or they are not approved by user B,they should not be visible to any user C who has only read permisssion.
What permissions and service permissions do i need to assign to these users A,B and C?
Which users are to be mentioned in the definition of Approval Workflow(details --->Settings --->Approval)?
I've read many documents and am totally confused about permissions.Whatever docs i upload as a user are visible to all.
Please help.
Thanks in advance.
Aanchal

Hello Aanchal
Goto details of Target folder from Content Admin -> KM Content.
Select Settings -> Approval
Click on enable button. Now add the users whom you want to check and approve the documents under this folder.
Regarding the permissions:
There are two types of permissions - ACL permissions and Service permissions.
Below is a list of document statuses and the corresponding visibility limitations.
<b>In Progress:</b> Only visible to authors (users with write permission) and users with the service permission Approver Administration
<b>For Approval :</b>Only visible to authors (users with write permission), approvers, and users with the service permission Approver Administration
<b>Rejected:</b>Only visible to authors (users with write permission), approvers, and users with the service permission Approver Administration
<b>Released :</b> Visible to all users with read permission
<b>Archived:</b> Only visible to authors (users with write permission) and users with the service permission Approver Administration
Dont worry. Please let me know if you still have doubts.
Award points if found useful.

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Create an Approval Workflow for User Creation in AD

Hi
Anyone, tell me how to create an approval workflow to create users into AD. For example, before provisioning user into AD resouce the request should go to the Manager of the user for approval.
P.S: I am using OIM 9.1
Thanks
Sireesha

Hi Sireesha
You want to create a new Process definition, selecting "Approval" as the process type.
Then associate it with the AD User Resource Object. Add a "Manager Approval" process task and use a Task Assignment Adapter to to assign the task to the manager of the request target.
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HTH
Cheers
Rob

Creating an approval workflow for a customized request form

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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.
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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/
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Approval workflow error when creating a new custom entity in FIM 2010 R2

Hello,
i'm hoping somebody here can help, me i've been struggling with this for some time now. On a fresh FIM installation i create a custom entity named "Role" and add a few custom attributes.
I then create an approval workflow and MPR for normal users to create entities of type Role, but another user must approve this request. The other user has a working mailbox - i've tried firing an action workflow that sends a mail notification when someone
creates a new role and it is working fine. But, when i enable my approval workflow (the only field i changed from default is the approver) on the MPR, the workflow always failes with the message:
Error processing your request: The operation was rejected because of access control policies.
Reason: The server workflow rejected the operation.
Attributes:
Correlation Id: 750a558a-d3e4-4216-b16a-e76d79f011ec
Request Id: feaabbc9-dea4-49a3-8b29-65b77de6f8fd
Details: The Workflow Instance '04202cc0-14a3-410c-a3fc-2d6e5d25ebe6' encountered an internal error during processing. Contact your system administrator for more information.
I enabled tracing and this is what i found:
Microsoft.ResourceManagement Verbose: 0 : Creating WorkflowServiceHost for XOML Definition:\n<ns0:SequentialWorkflow ActorId="00000000-0000-0000-0000-000000000000" RequestId="00000000-0000-0000-0000-000000000000" x:Name="SequentialWorkflow"
TargetId="00000000-0000-0000-0000-000000000000" WorkflowDefinitionId="00000000-0000-0000-0000-000000000000" xmlns="http://schemas.microsoft.com/winfx/2006/xaml/workflow"
xmlns:ns1="clr-namespace:System.Workflow.Activities;Assembly=System.WorkflowServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856
    ThreadId=8
    DateTime=2013-09-04T15:17:10.0496188Z
Microsoft.ResourceManagement Information: 1 : 1 : : Invalid Element 'ReceiveActivity.WorkflowServiceAttributes' found while deserializing an object of type 'Microsoft.ResourceManagement.Workflow.Activities.ApprovalActivity'.
    ThreadId=8
    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Information: 1 : 1 : : Invalid data found while deserializing an object of type 'Microsoft.ResourceManagement.Workflow.Activities.ApprovalActivity'.
    ThreadId=8
    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Verbose: 0 : A WorkflowRuntime is not available for this WorkflowDefinitionVersionKey '20'.
    ThreadId=8
    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Error: 3 : Workflow host activation failed for workflow definition id : 231457c6-d044-4cc7-839f-98e5cf88f514, version key: 20. Exception: Object reference not set to an instance of an object.   at Microsoft.ResourceManagement.Workflow.Hosting.HostActivator.ActivateHost(ResourceManagementWorkflowDefinition
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    DateTime=2013-09-04T15:17:10.1277486Z
Microsoft.ResourceManagement Information: 1 : The service has updated the list of active hosted workflow definitions to sequence number '1'.
This happened on two separate FIM deployments, but both of them were set up in the same way. What am i missing here?
Thank you,
Martin

(...) What am i missing here? (...) - Sharepoint 2013 and probable bug in FIM related to it. Check this thread for workaround
and resolution:
http://social.technet.microsoft.com/Forums/en-US/1b76672d-1276-4c71-b9fc-5bb1fcb36877/event-id-3-with-approval-activity?forum=ilm2
Tomek Onyszko, memberOf Predica FIM Team (http://www.predica.pl), IdAM knowledge provider @ http://blog.predica.pl

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

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

OIM 11gR2 Approval workflow not getting triggered

I created an approval workflow by following the 11gR2 developer's guide and deployed it. then created an app instance and also an approval policy for operational level which is auto approved and for request level with this composite. when i raise a request for this app instance in the catalog the SOA composite is not getting triggered. I am able to see a task in pending approval of system admin whenever i raise request for any user and if i complete that pending approval the app gets provisioned directly. Also i do not see any request ID also. please help to find out whats going wrong

Now i tried raising a request from another user who is not a member of SYSADMIN role. This time the request id is generated and a task 'Manual Task for Provision operation for Beneficiary X' is generated in pending approvals of xelsysadm user. When completed the app instance gets provisioned. So this means operational level approval task is triggered? and it has auto-provisioning?
why my custom approval workflow is not getting triggered?
I have created 2 approval policies, one for request level which is auto approval and other for operational level where i have selected the deployed composite name.In both the approval policies i have selected the request type as Provision ApplicationInstance. There is no error also while deploying the composite. Am i missing any step? please help.
Edited by: 955932 on Jan 10, 2013 10:19 PM

Validation in approval workflow

Hi,
I am new to OIM 11gR1.
I have created one approval workflow, RequesterManagerApproval in jDeveloper.
When the user raises a request, the request will go to Requester's Manager.
We have to check that Requester's Manager should not be blank or disabled.
If it is blank, the request should be rejected and a notification mail should be sent to requester.
Kindly suggest how to configure the same.
Thanks & Regards,
Aparna

It is sample.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/oim/oim_11g/developing_oim_custom_approval_process_for_self_registration/developing_oim_custom_approval_process_for_self_registration.pdf
Refer Appendix A for sample code.
Use Java Embeded Activity to validate requester's manager and make use of Email Activity to send email.

OIM 11g Approval Workflow - Error

Hi All,
I have created a approval workflow (Operational) in OIM11g. Have deployed it as a soa-composite and registered with OIM. Till here everything went fine.
I have created an apporval policy, to assign to requests of a specific type of resource .
When the resource is requested, the approval workflows is gettign triggered,but the request goes to failed state.
I am getting any exceptions in the logs / on the console.
Has anyone encountered this kind of issue.
Vicky

vicky wrote:
Hi All,
I have created a approval workflow (Operational) in OIM11g. Have deployed it as a soa-composite and registered with OIM. Till here everything went fine.
I have created an apporval policy, to assign to requests of a specific type of resource .
When the resource is requested, the approval workflows is gettign triggered,but the request goes to failed state.
I am getting any exceptions in the logs / on the console.
Has anyone encountered this kind of issue.
VickyCheck your SOA server through the em and that should show you your request and the fault states and everything .. that should give you an idea on what is going wrong ...

Approval Workflow for multiple Entitlements

Hi Experts,
I want to create an approval Workflow such that, When a user requests for a role the request should go to the User's manager.
The Role has an access policy with with 5 Resource Objects, and each RO has 5 entitlements. and after the manager approves the request should go to entitlement owner.
The No of resources binded with access policy and entitlements in each RO wont be fixed.
How can we handle this situation.?
One approval policy on Assign Role Request with so many approval tasks decided at run time, at that many callbacks. Is it possible even?
Thanks
Sjit

Check these links
https://slingeronline.wordpress.com/2013/02/27/setting-cancel-on-first-rejection-on-an-spd-workflow/
http://sharepointduffbert.com/2014/06/17/getting-an-spd-approval-workflow-to-cancel-on-rejection-or-change/
https://social.msdn.microsoft.com/Forums/office/en-US/c212e5d7-f7bf-4f17-be16-374e02652dbb/reject-stop-workflow-not-working?forum=sharepointcustomizationprevious
https://social.msdn.microsoft.com/Forums/sharepoint/en-US/a2d0a259-f8ca-48cf-b9ab-0c9387329502/sharepoint-designer-workflow-how-to-jump-back-to-previous-workflow-step?forum=sharepointcustomizationprevious
Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

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

Use Sharepint Approval Workflow to update column in list item

Good afternoon all,
I am working in SP / SPD 2007.
I have set up a standard SP Approval workflow for a new list I am working with.
The workflow assigns tasks to the approvers serially and works fine so far. It sends to the first approver. upon approval it sends to the second approver. Upon approval the workflow marks the workflow column in the "All Items" view as "Approved"
All is well to this point.
My question is this. Can I append an action to this workflow? I have a separate "Status" column. All new items are initially marked "Pending Approval".
I would like that column to be changed to "Approved" upon completion of the approval workflow. I need this separate column for audit purposes as it includes several other important statuses that we track thoughout a request lifecycle. I just want
to automate the updating of this column via the approval workflow.
Any thoughts?
Steve
Steve Connelly

Hi Steve,
We can archive this simply in SharePoint 2010, but for SharePoint 2007, we can to create custom approval workflow.
Here are 2 workarounds for you.
Create a custom approval workflow with Visual Studio.
http://msdn.microsoft.com/en-us/library/cc627283(v=office.12).aspx
Use an InfoPath Form instead.
http://msdn.microsoft.com/en-us/library/cc627286(v=office.12).aspx
Thanks & Regards,
Emir Liu
TechNet Subscriber Support in forum
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here.
Emir Liu
TechNet Community Support

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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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

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

Creating an approval workflow

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