Infopath Approval With Multiple Approvers

I am interested in having multiple people approve forms. The user will select the approvers using a people picker (tied to our active directory.) I would like to know if it is possible to have the form be approved my multiple people at the same
time, instead of a daisy chain.
There will be a maximum of 5 approvers, but may only have 1.
Can someone get me pointed in the right direction please.

Hi alex,
According to your description, my understanding is that you want to make multiple people to approve a form at the same time, and the number of the approvers is dynamic.
You can create a column based People&Group type, and on the Additional Column Settings section, set "Choose from: All users".
Then create a workflow with SharePoint Deisgner 2013, and the workflow is using SharePoint 2010 workflow platform. And After adding the "Start Approval Process", click the
these users, and then set the approver using "Workflow lookup for a user", like the screenshot:
Then, on the Lookup for People or Group dialog, Data source: Current Item, Field from source: the people&group column that you created.
Finnally, save and publish the workflow.
After the above, when you create a new item, you can type the approvers in the people&group column. After triggering the workflow, it will assign tasks to all people in the people&group column.
Best Regards,
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
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Wendy Li
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Hi Donald,
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Hi Masa,
Thank you for this input, I am not sure whether you understand my requirement. Here is my requirement, I have to implement item based approval with inquire option. Is this possible? let us take an example.. Product category approval..If a SC has different Category then the respective category approval can only take the approve/inquire/reject for their respective item.
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According to your description. My understanding is that you encountered the error "The specified user [email protected] could not be found“ when you try to login the second site. For resolving your
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Reference:http://blogs.msdn.com/b/russmax/archive/2011/03/15/want-to-use-manage-access-requests-feature-in-sharepoint-2010.aspx
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Hi everyone,
The problem I have is that for custom content types not all managed metadata columns are displayed in Document Information Panel (DIP) for the document in the Office client application.
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Detailed explanation:
Library: procedures
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Scenario 2: I add the 'procedure with approval' content type to the procedures library as only content type. Everything works fine, and all fields show correctly in the document information panel in Word.
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Yes!
This problem is solved right now.
My issue was that I'm using custom content types deployed by Visual Studio in the content type hub. To create a managed metadata site column in visual studio, you need to have first of all your managed metadata field, but also a hidden field accompagnied
to make the actual mapping like the example below:
<Field ID="{B654D984-187A-471B-8738-F08F3356CFDA}"
Type="TaxonomyFieldType"
DisplayName="Countries"
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EnforceUniqueValues="FALSE"
Group="Demo"
StaticName="Countries"
Name="Countries">
<Customization>
<ArrayOfProperty>
<Property>
<Name>TextField</Name>;
<Value xmlns:q6="http://www.w3.org/2001/XMLSchema" p4:type="q6:string" xmlns:p4="http://www.w3.org/2001/XMLSchema-instance">{67308AC2-9556-456B-BF9E-43E8F23EBEE6}</Value>
</Property>
</ArrayOfProperty>
</Customization>
</Field>
<Field Type="Note"
DisplayName="Countries_0"
StaticName="CountriesTaxHTField0"
Name="CountriesTaxHTField0"
ID="{67308AC2-9556-456B-BF9E-43E8F23EBEE6}"
ShowInViewForms="FALSE"
Required="FALSE"
Hidden="TRUE"
CanToggleHidden="TRUE"
Group="Demo"
RowOrdinal="0"
/>
</Elements>
VERY important here is that when you create your content type using visual studio, you not only have to add the managed metadata site column in your xml (which let the content type work already perfectly) but also add the hidden field to your content type
xml !! This way, SharePoint knows that when you have multiple content types with the same site columns in the same library, the second content type also need to get the hidden field from this site columns like in the example below!
<?xml version="1.0" encoding="utf-8"?>
<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
;
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Name="Document Location"
Group="Demo"
Description="A content type containing Managed Metadata Column."
Inherits="TRUE"
Version="0">
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<FieldRef ID="{B654D984-187A-471B-8738-F08F3356CFDA}" Name="Countries"/>
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<FieldRef ID="{8f6b6dd8-9357-4019-8172-966fcd502ed2}" Name="TaxCatchAllLabel"/>
</FieldRefs>
</ContentType>
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I'm very happy I found this solution, because in the whole project i'm implementing, this was used a lot!
Special thanks to the blog of @cann0nf0dder (http://cann0nf0dder.wordpress.com/2013/04/01/creating-a-site-column-with-managed-metadata) which let me think about this!
This ticket is answered now! :-)
Kind regards,
Davy

Work item in waiting status incase of multiple approvers

Hi Experts,
We have a scenrio where in the work item needs to be sent to multiple approvers.
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I have checked the approvers ID's and all of them are active in the system.
Can you please help me to resolve this issue?
Regards,
Madhu

Hello,
I would look at the workitem in SWIA, proceed as if you were going to change the container elements (ie click on the workitem number, Edit > Change) and see what options are available to you.
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Let us know what you find.
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regards
Rick Bakker
hanabi technology

Multiple Approvers for Role

Hi,
Is it possible to have 2 approvers (primary and secondary/back-up) for a role but only one them need to approve? Both should get the email notification but only one of them should approve. Escalation to alternate approver is not what I am looking for.
When the roles are imported into GRC, do I need to a two entries for each role since I need have 2 approvers for the role? or is Delegation a better option?
If Delegation is used, then do I have to setup both as role owners? or can delegated user approve with the need to setup as role owner?
Thanks,
Jay

Hi Jay
You can have 2 approvers for the same roles where either of the approvers can approve the request. You need to specify 2 entries for the same role in the import file. Both approvers will receive the email notification
A delegate dosent have to be specified as an access control role owner.
Thanks
Anthony

Shopping cart offline approval with outlook

Dear Experts,
Currenlt we are working on SRM 5.0 classic scenario and ECC 6.0. I want to implement shopping cart offline approval with outlook.
Can you please guide me what all are the settings need to be done for offline approvals....
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Ravi

Hi Ravi,
The program RSWUWFMLEC was used to scehdule offline approval mails upto SRM 4.0(In SRM 5.0,report RBBP_NOTIFICATION_OFFAPP is used)..
Please see the foll link for more deatils:
SRM5.0:
http://help.sap.com/saphelp_srm50/helpdata/en/31/ec423b4ac8d506e10000000a11402f/frameset.htm
SRM 4.0:
http://help.sap.com/saphelp_srm2007/helpdata/en/31/47c6cb8e9249f2bc29444212e4704a/frameset.htm
You need to check the settings mentioned in the link above before you scehdule the report for snding the approval mails to the external email ID's of the approvers.
The job mentioned are only for sending the approval mails.To send the requester notification messages to external mail box (instead of SRM inbox),see the foll thread for more pointers:
Re: mail refuse shopping cart
Do let me know if you need an further help.
BR,
Disha.

Infopath form with workflow should be created in unique subsite?

I need to create several InfoPath forms with workflows. Should I use different subsite for each form and workflow. Or I can put them in one subsite? If I put them in one subsite, any concern of workflow interference?
Thanks.

You do not have to use a separate site for each form and workflow. It can be done on the same site. Even though you can publish multiple forms to the same InfoPath form library, I would recommend that you simply create a separate library for
each form and workflow combination you intend to have.
There should be no interference between the forms and workflows.
I trust that answers your question...
Thanks
C
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Infopath Approval With Multiple Approvers

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