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.
Do we have any OOB workflow suitable to this case.

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

Similar Messages

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

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

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

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
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]
Zhengyu Guo
TechNet Community Support

Workflow for Document Approval

Hi all,
I'm a newbie to SolMan and is trying to figure out how to implement a workflow for document approval. A similar question has probably been posted in the past, but I can't find a definite solution, only some hints.
Basically, what we're trying to achieve is the following:
When a document is uploaded using SOLAR02, and the creator of the document changes the status to ready for sign-off, we would like to trigger a workflow which will send an email to a couple of persons who are responsible to approve the document. We already implement the digital signature, we just want to add an automatic email notification to be sent to the approvers.
Based on my research, it seems that this is not supported by SolMan and hence we have to do a custom development.
There's an object key called SOLMANDOC and we should raise an event (something like SIGNATURE_PROCESS_START) to send an email notification to the approvers. Can somebody confirm whether my understanding is right ? Does anybody know the name of the BADI that we can modify to achieve our goal ?
FYI, we're using SolMan Rel 7.01 SP 19.
Thanks in advance
Lara

Hi Phil,
I'm facing with problems with creating a simple 2 steps release strategy.
the problem is I cant approve the last step of the release.
This is what I did:
In spro Digital Signature->Signature strategy:
in "Define Authorization groups" I create this entries:
1. EING
2. VERIF
in "Define Individual Signatures" I create this entries:
1. S1   EING
2. S2   VERIF
in "Define Individual Strategies: I create this entries:
SigStrat: ZSIGSTR
Signature Method: R
Display comment: X Required
Display Remark: X
Display document: X
Verification: not checked
in "Assign individual signatures"
CtrIn Indiv.SIG.      AGrpDIG
1          S1               EING
2          S2               VERIF
Display Predecessor for Ctrln is 2 is 1
for "Display release statuses" an entry with one line with the value 1
and in "Display individual signatures there 2 entries 1 and 2.
in spro "Define Document status schemes"
stat scheme "ZSIGSTR"
4 status:
Status                 init status      Sequence    Low     High       lock         Signature schma End status         Cancel status
COPY_EDITING       X                  10           10       20          -
REVIEW                                     20           10        40        X                    ZSIGSTR         RELEASED    DECLINED
RELEASED                                30           10        40        X
DECLINED                                  40           10        20
I created two roles with object c_sign_bpr one with the value "EING"   and the other with the value "VERIF"
I assign this status scheme to a document type in my project.
I tried to release a document the first step was the author of the document move the status to "REVIEW" and I got a window that i need to enter my password and it worked ok.
The problem is in the second step that I need to release the document (now is in a REVIEW status) When I press on the icon in order to release I didn't get the option to release only to cancel there is no "V" option in the small window.
Can you please tell me if I did a correct customization? also can you tell me if my problem is maybe missing authorization? Can you direct me to reading material or to an example?
Best regards
Lior Grinberg
Edited by: Lior Grinberg on Nov 28, 2011 6:22 PM

FICA Document Approval - CA_DOC, Workflow 21000088

Hi All,
I am using the standard Workflow 21000088 for FICA document approval for Posting using the Business Object CA_DOC.
I had maintained Event 5500 as well as Rule for Agent assignment using Rule - 21000056.
Now whenever any posting happens, An approval work Item is sent to Supervisor. But Nothing triggered after it is approved or Rejected.
Supervisor Double clicks on the Work Item and as per SAP documentation, if it approved, it should remove the Check reason from Document, if it is rejected, it must display Reverse transaction to reverse document. But these actions are not happening.
Anybody has any idea?
Thanks
Manas

Hello,
We have a similar workflow for approving doc postings (we made a copy of the SAP standard one) and it works fine.
Have you had a look at the workflow log? Try transaction SWI1 (for the relevant dates), find the workitem, and click on the 'scroll' icon.
Then you will be able to see where the workflow stopped and what the error is. Please tell me what it says.
cheers
Paul Bakker

Document Publishing Approval Workflow - Help Needed

Hello All,
I am trying to use Publishing Documents with an Approval workflow, but however when I am creating a Document and am publishing it, it does not show up in the UWL of the Approver.
Can some one suggest what could be wrong or missing.
Best Wishes,
John.

Hi,
I you have configured approval process and you are receiving notification in Recent Notification iview, it's working fine, you should check:
The UWL interacts with (task) item providers through specific connector. The connectors perform basic mapping of attribute values and determine the work item type and execution method. Connectors also help in connection to object and attachment repositories to retrieve additional custom attributes or attachments.
The UWL comes with standard provider connectors and it is possible to configure their detailed behavior based on work item types.
The connectors that are configured by default with UWL are:
· AdHocWorkflowConnector
· ActionInboxConnector
Both connectors are configured by default, so both Collaboration Tasks and KM Recent Notifications show up in the UWL by default. Removing the connectors will remove the corresponding items from the UWL.
ActionInboxConnector
This connector relates to the Notifications received by UWL from Knowledge Management (KM).
The ActionInboxConnector provides KM Recent Notifications into the UWL Notification tab, which include document feedback, subscription items, subscription administration, and document approval notifications; in addition, checked out documents appear under Tracking, and documents for approval under Tasks.
By default the Action Inbox Connector for UWL is enabled.
http://help.sap.com/saphelp_nw2004s/helpdata/en/42/12d65d4e084ac886fcdf113909d03a/frameset.htm
Inbox Service
http://help.sap.com/saphelp_nw2004s/helpdata/en/89/bbfbba3e7040c39462350fc536e651/frameset.htm
Notifications for Folders in the Universal Worklist
http://help.sap.com/saphelp_nw2004s/helpdata/en/48/ad743c74fa6449e10000000a11402f/frameset.htm
Patricio.

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:

"This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint 2010 and Publishing Approval workflow.

I am trying to add a new workflow to a document library with the below mentioned settings and getting error saying "This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint
2010 and Publishing Approval workflow" . For your information the I have checked the server default option to open in browser.
Versioning Settings.
Error
This is quiet urgent issue . Any help would be really helpful.. Thanks..

Hi Marlene,
Thank you very much for your suggestions.
But I am not creating a custom workflow in designer as Laura has mentioned. I am instead trying to create a new Out of the box Approval Workflow and I get the error mentioned above.
As it works in other environment, I tried figuring out the possible differences which can lead to this error.
Today I found one difference which is there are no form Templates within Infopath Configurations in Central Admin. Now I am trying to figure out what makes this form templates to be added to the template gallery.
Regards,
Vineeth

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

Offline approval workflow not working - SRM 5.0

Hi Team,
Suddenly we have an issue in SRM production server with Offline approval workflow, inbound mails are not getting processed in SOIN and workitems are not getting cleared. So document status is not getting changed.
There is no problem in receiving the mail, we have all configurations setup as per below link,
Offline approval - general configuration - Supplier Relationship Management - SCN Wiki
Incoming mails are received to system user and then auto-forwarded to dialog user. Dialog user is used to schedule the batch job - RBBP_OFFLINE_EVAL.
Please help to resolve this issue,
Thanks
Rajesh Rajagopal

Can anyone please help me on this issue, offline approval functionality is completely stopped
Please provide your help

Problem with custom sharepoint designer approval workflow - check box: 'Start this workflow to approve publishing a major version of an item' is greyed out

I wanted to create a simple approval workflow. Hence I opted to start from scratch rather than copy the OOTB approval WF. Using SharePoint Designer (not Visual studio) I created a reusable workflow and have added the built in 'Start approval process' action.
It's saved and published globally.
Everything works fine except that when associating the WF with a list the 'Start this workflow to approve publishing a major version of an item' check box is disabled.
Major and minor versioning is enabled for the library.
What am I missing here? Or do I have to start from the OOTB approval WF to get this to work?
Regards
Henning

Again - new ideas pop up right after defining the issue as a problem. :-) Problem solved!
I solved this by creating a new workflow from the original publishing approval workflow (copy and replace), but instead of tweaking the already defined approval process (WF action) I deleted it, then deleted all initiation form and local variables,
and then added the 'Start approval process' action again. This re-installs all the necessary local variables without any initiation form involvement, which is just what I want.
From here I can tweak the workflow to make it more user friendly, much like
described by Bobby Chiang in his great blog.
Remember to add action Set Workflow Variable 'EnableContentApproval' to Yes right before the Start Approval Process action, else the document's status won't be set to 'Approved' or 'Rejected' as an output of the workflow.
Learning every day!
Henning

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

PO Approval Workflow Customization - Save Validation error

Requirement- we needed to modify PO Approval workflow to add item cost under notification as an additional column. In this process I have tried saving the standard PO Approval workflow but when doing validate it throws an error.
I am using Oracle EBS R12.1.3
and Oracle Workflow Version 2.6.3.5
Attaching error document ..
Any quick help is appriciated.
Thanks,
Ajay

Hi,
I believe the feature is available.
Oracle Purchasing User's Guide Release 11i/R12
http://www.oracle.com/technetwork/documentation/applications-167706.html
Setup Notes for E-mail Purchase Orders [ID 198539.1]
Release 12: New Features For Purchasing Approvals [ID 429314.1]
FAQ: Document Approval and Routing [ID 210488.1]
Thanks,
Hussein

Document Approval Workflow

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