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

Similar Messages

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
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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: "Send By Email for Approval" not available in Comments Menu

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Approval workflows are available in Traditional Chinese, Simplified Chinese, Japanese, and Korean only. Refer to http://help.adobe.com/en_US/Acrobat/8.0/Professional/help.html?content=WS62EA03B6-4B99-457 c-8A3C-06FDB463E293.html

Customizing PO approval workflow POAPPRV for email subject/body changes

Hi,
The requirement is to modify the email subject/body of the emails sent to the suppliers once PO is approved.
They would also like to remove the
'From/To/Sent/Id' which is displayed as first section in body currently.
I am new to workflow, so could you please guide me in achieving this?
Is workflow customization only option?
Do we have any other way in which the requirement can be accomplished?
Thanks!

>
I would like to know how FYI gets appended before.
in the body before the actual text, From/To/Sent/Id are all displayed. I would like to know where they are fetched from.
I can understand it uses some template for email, but am unable to locate it.
>
The FYI is appended based on the type of notification. Since this message does not require any action from user, Oracle adds FYI.
See http://apps2fusion.com/apps/workflows/327-workflow-notification-template to understand the template.
>
Also can you point me to good references for workflow customization.
>
You can look at
Customizing seeded workflow steps
http://www.workflowfaq.com/
Anil Passi has good tutorials for this http://oracle.anilpassi.com/oracle-workflow-training-lesson-1-2.html
See white paper at http://www.vivekasolutions.com/user_docs/WFCustomizationWP.pdf
>
Because this is the only change that am expected to do in this critical PO workflow. I dont want something else to be affected because of this.
>
As long as you stick to PO approval workflow, you won't affect other areas. If you modify the template (provided you find it), you may affect other areas.
Sandeep Gandhi

SP2007 Edit approval workflow e-mail

Hello,
One of the sites I a managing in Share Point 2007 has an approval workflow (based on the standard approval workflow) to approve calender items. The e-mail that is send to the approver contains a link to the
calender item, however I would like it to contain a link to the task item, so that the approver does not have to search for the task to approve.
I am new to SharePoint 2007, having only worked with 2010 or 2013. Can anyone tell if and where I can change the body of approval workflow e-mails
in SharePoint 2007.
Thank You!

The first thing to check is whether you can open the site and workflow within Designer. As you're working with a version of SharePoint that's a bit devolved from what you're used to, knowing some differences might be handy: -
All workflow instances are list level only
There are no re-usable workflow templates
Steven Andrews
SharePoint Business Analyst: LiveNation Entertainment
Blog: baron72.wordpress.com
Twitter: Follow @backpackerd00d
My Wiki Articles:
CodePlex Corner Series
Please remember to mark your question as "answered" if this solves (or helps) your problem.

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/
My Blog- http://www.sharepoint-journey.com|
If a post answers your question, please click Mark As Answer on that post and Vote as Helpful

How to edit/modify workflow task after it has been completed?

My workflow spawns a couple tasks and once those tasks are completed, they become non-modifiable. If the user made a mistake by entering wrong details while completing the task and would like to change it later, he cannot do so once he hits the complete
button. This is happening in SharePoint 2010.
We were using SharePoint 2007 earlier when this wasn't the case. The tasks could be modified even after they were completed. I would like to have the same behavior in 2010 too. Please suggest how can I do it? There should be some task settings to enable
modification but I just can't find them.

Hi,
Thank you for your question. I am trying to involve someone familiar with this topic to further look at this issue. There might be some time delay. Appreciate your patience. Thank you for your understanding and support.
Thanks,
Linda Li
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]
Linda Li
TechNet Community Support

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.

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

Built in Approval workflow can't send to AD univeral security mail enabled group (email recipient not valid)

Background: SP2010 SP2 with March 2015 CU installed. Using the built-in Approval - SharePoint 2010 workflow on a library. The Approval workflow does send email to individual users when users are specified in the Approvers field instead of a group. We
need to use a group. The workflow reports the error email recipients are not valid. I don't see anything in ULS logs. The Exchange server tracking logs do not show the emails to the AD group being processed (no evidence they are even received into Exchange,
but all other mail from SharePoint goes through, including the workflow's email to the workflow initiator). I can send email to the AD group from Outlook and all group members get it.
To send Approval workflow email to a mail enabled AD Universal Security group, what
exactly are the requirements?
Q1. Does the SharePoint\system account (aka web app pool account) *absolutely* need to have a mailbox?
If so, I need some clarification. I saw
http://www.spdev.info/2012/11/using-security-groups-with-workflows.html which was offered as a solution in another post. It says "To allow SharePoint to email the mail enabled security group you need to either create a mailbox for the SharePoint service
account, or attach the email address provided in the Outbound Email Settings as an additional email alias for a mailbox." Then it says you need to do *both* - create a mailbox for service account *and* add the outbound email settings address as an alias
in the *service account's* mailbox settings. Well, we can't do the latter. We are using a dedicated AD account with a mailbox for SharePoint mail settings purposes, and no two mailboxes can have the same alias.
I tried adding the AD account specified in the Reply From: outbound email settings (Reply To: is set to a distribution list) to the AD group's "Message Delivery Restrictions" and UNchecking Require that all senders are authenticated (even
though the AD account does authenticate). I tried allowing All Senders and UNchecking Require authentication (though that leaves email address open to spammers), but neither worked.
Q2. Does the AD mail enabled group need to be synchronized via User Profile Sync?
We currently only sync users. I do see the AD groups (we use AD groups into SharePoint groups security model) in SharePoint's People and Groups, and the mail address for the mail enabled group is *not* present in the properties. Is it a requirement to sync
the AD groups so that the email address shows in the AD group's properties in SharePoint?
The AD group is in a SharePoint group with Approve permissions. The individual AD group members are also in another AD group in a SharePoint group with Contribute permissions. I even placed myself in the AD group to test whether permissions issues; I am
farm admin. All SharePoint groups are set to allow Everyone to read the group's members.
This is driving me crazy.
Thanks,
Joan

Hello Victoria,
Thank you. I have an update. I got the workflow working. Turned out to be two separate unrelated issues:
(1) invalid email address for recipient was because the email address of AD group was not present in SharePoint's properties for group. Also why nothing appeared in Exchange Server tracking logs; the email was never sent from SharePoint. Once this was remedied
(explained below), the Task Assigned email was sent out to the AD group.
(2) the Task Assigned email was rejected by Exchange for reason 550 5.7.1 RESOLVER.RST.AuthRequired. The Exchange tracking logs clearly showed this. Setting the AD group's properties Mail Flow Settings, Message Delivery Restrictions to "Only senders
in the following list: <the domain account of the email address specified in SharePoint outgoing email Reply From setting>" and UNchecking "Require that all senders are authenticated" allowed the Task Assigned email to go through.
Answer to Q1: It is not required for System account (aka web app pool account) to have a mailbox when the SharePoint outgoing mail settings Reply From email address is of a domain account of the domain SharePoint is in. That is our scenario, as I noted we
use a domain service account dedicated for SharePoint mail. I can't speak to other scenarios. The Reply To: does not have to be the same email address; we use a distribution list. And, ever paranoid about spamming because of unchecking require autenticated
senders, I verified that my own account could not send email to the group (Outlook provides message "You do not have permission to send to: <GroupName>").
Answer to Q2: I did not have to sync groups via User Profile Service. What I did do, however, was remove the AD group from SharePoint, People and Groups, Groups list, and readd it. (Note: what I *literally* did was was remove the SharePoint group from all
permissions, remove the AD group from the SharePoint group, then remove the AD group from the Groups list, readd the AD group into the SharePoint group, and reassign permissions to the SharePoint group - Read to top-level site, Read to subsite (has unique
permissions), and Read, Approve to the subsite library with the workflow. In order to start clean. When I readded the AD group to the SharePoint group, it came in with an email address; email address now shows in the group's SharePoint properties. I noticed
that the format was GroupName instead of Domain\GroupName. (I had originally created the AD group as a Global Security group, added it to a SharePoint group, *then* (after I found out about that requirement when first troubleshooting workflow) converted it
to Universal and mail enabled it.
I suppose, would syncing groups would fix this issue of SharePoint not updating AD group changes?
Additional note: I first gave the AD group Read to the library directly instead of giving Read to the SharePoint group, tried the workflow, and the email was sent. I then removed the AD group's direct permissions to the library and added the SharePoint group
to the library and that also worked. So I was able to use the AD group in SharePoint group (I had read in one post that would not work).
Thanks,
Joan

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

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
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

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
Thanks

Hi 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

Why I am not able to approve/reject my workflow notification from email?

For R12 AP Invoice Approval Workflow, I have done Approver group set ups in AME. In HR People form, set my email id for that person. In FND USER from, used that person as the employee to have the email id populated for the user and saved the record.
When I am creating an invoice and initiating workflow, I am getting a notification in my mailbox but cannot approve or reject from the mailbox. I may hit the Approve link but it is not doing anything. In order to approve/reject the notification, I have to log in as that person in Oracle Apps and do it from there.
Is there anything I am missing? I have a requirement that the approver only approve / reject from their mailbox and they do not log in to Oracle Apps to see their notifications. What to do to make them enable approving from mailbox only?
I am having a steep deadline and will very much appreciate your responses.
Thanks.
Edited by: 951713 on Aug 8, 2012 3:47 PM

When you try to approve/reject or do any operation on the workflow using email the issue is the you do not have the responsibility/user values set.
You need to login to Oracle Apps and select the correct resp in order to take action on workflow.
Please check if you are table to take action from oracle apps that explains it. there are a couple of metalink notes too.
You may apply appropriate patch and then this will work.
If it is an SSHR WF you need to be minimum on ATG ROLLUP 7

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

Edit Approval Workflow - Task Rejection Email

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