Managers approval workflow

Hi,
Did anyone implemented the following workflow scenario for role assignment.
I need to configure a workflow which will take the role owners approval before assigning the role to users.
I have configured the tasks at the console level, however I an unaware of integrating this to the portal, where the user will select the link from self service and the workflow gets trigerred.
Please let me know the steps if anyone has implemented the above scenario.

SAP working

Similar Messages

(approver) for PO approval workflow ?

Hi everybody,
Quick question:
The WF guy told me that the PO approval workflow (1 step) works by default with the immediate manager (the manager is the approver).
Im confused with this.. Is this true ? If yes, What is then the purpose of Assign Agents ?
Thanks for your help ! =)
Diego

Hi Diego,
This is my understanding...but do check what the 'Gurus' have to say.
It is not just assign agents. It is "assign agents to tasks".Meaning,to approve the shopping cart--you need to assign an agent in the form of a role,user etc.
By defualt,it'll go to your managers inbox--default because the task of approving your shopping cart has already been assigned(assign tasks to agents) to your manager.Does it make sense?
On the same lines--i have two questions:
-Can we assign more than one task to the agent??Say in Diego's case(i-step approval),how many and which tasks can we assign to the agent?
-Some tasks are defined general and some tasks are background and the remaining tasks have nothing defined.Why?What is the difference between general and background tasks?
Diego,hope you do not mind me asking related questions...hope my above explanation makes sense.
Thanks
Priya

PO Approval Workflow on item-level?

I have a requirement to implement an approval workflow when the price or cost center/internal order is changed on the purchase order.
The problem is that as I see it, standard SAP only allows approval on header level for Purchase Orders.
Is there a way to handle approval on item-level if for example the PO has 2 rows, we change the cost center on both these rows to different ones???
Based on this cost center, the approval should then go to the cost center responsible and then his boss and so on based on the org-structure.

Hi,
Consider a example , you have a PO and this PO has three items IT1, IT2, IT3. Based on the cost center, you want to send the respective item for approval to the respcetive KOSTL manager .
Desgin your workflow in this way.
1. Design a background activity step in and a BOR method where it returns you all the items of the PO and store these items in a multiline container element in the workflow container.
2. Now next to the above step include a [BLOCK step|http://help.sap.com/saphelp_nw70/helpdata/en/cc/18a8f409a93749b10e8dd9f9d81797/frameset.htm] in the workflow and choose par for each option and pass the items stored multiline container element. The use of the block step is it dynamically creates a parallel branches based on the number of rows in the multiline container element you mapped to the block step.
3. Now Inside the block step create another bor method and include a bacground activity step. Now in this BOR mehtod what ever the item you import try to determine the manager of the KOSTL(Cost Center.) and who ever is determined pass that user(s) name(s) back to the workflow container.
4. Next to this step include a decision step and choose the recipient type as expression and pass the container element in which the KOSTL managers are stored, in this way you can send based on the item cost center to its respective manager.
Regards
Pavan

N-step approval workflow for Shopping Cart-WS14000133

Hi Experts,
We have 5-6 levels of approvals for Shoppoing carts.All the SC needs to be approved by 5-6 managers based on their approval limits.All the approval limits are assigned at the Role level .(We have created Z roles)
Please let me know how and where to define the roles in BADI to activate the N-step approval workflow for Shopping Cart-WS14000133
Thanks,
Venky

To add to Masa's reply.
This Badi is well documented by the online help and it even comes with example implementations AND it is mentioned in full detail at help.sap.com
Kind regards, Rob Dielemans

Pre trip approval workflow

Hi Experts ,
I am working on Pre trip approval workflow.
Functionality : Employee signs in the portal and send the request for trip plan . Manager has 3 options
1. approve 2. reject 3. send back for correction .
Issue :
approve and reject is working fine . but when the manager sends back for correction it is not going to employees inbox.
it goes back to managers inbox
2. if we check the workitem in manager inbox , he has three options 1. change 2. delete
neither delete nor chnage is working .
Please suggest
thanks in advance

hi Sankar ,
thanks for the reply .
I am using BUS2089 for the workflow .
The issue is when manager clicks on send back option the manager and employee both recieve the workitem .
But i guess only employee should be able to recieve the workitem.
Best Regards
Abhijeet Chitale

Routing approval workflow based on employee

We use a calendar in our department to handle time off and whatnot. We currently use the built-in Approval workflow to route all events to the director of the department. We now have a need to route some members of the department to a different manager while
keeping others directed to the original manager. How would we go about implementing a workflow to accomplish this?
Everyone is split into two AD groups based on who they should be routed to, so that's taken care of. I attempted to create my own workflow using the "Set Approval process" command, but the approval process never began (I used "If created by
a specific user" and "If modified by a specific user" as my conditions with the necessary groups). Any thoughts?

Hi,
According to your description, my understanding that you want the different members to assign tasks to different managers.
As a workaround, you can create a column for the event type to distinguish the manager, then assign tasks based on the value of the column.
You do as the followings:
1. Create a choice type column with the different departments(different values) in the Calendar.
2. Create a workflow like below(if the department choice column has a lot of value, you may need to have judge for each department value):
3. Publish the workflow.
Feel free to reply with the test result.
Best regards
Wendy Li
TechNet Community Support

SharePoint Approval Workflow using SharePoint Designer in SharePoint Foundation 2013

I am unable to do SharePoint Designer workflow for approval process and I didnt get any Approval process in Actions in SharePoint designer Workflow also I don't find workflow features in Site collection features SharePoint 2013.
Even I am not able to do simple Out of the box Approval Workflow.
Kindly help me with this

Unfortunately, Out of the box workflows are not available in SharePoint foundation 2013, you need at least the standard version of SharePoint 2013.
You can still create .Net Workflows using the 2010 plateform.
Take a look at this great comparative between the three versions of SharePoint 2013 :
http://blog.blksthl.com/2013/01/14/sharepoint-2013-feature-comparison-chart-all-editions/

Setting up Sharepoint 2013 approval workflows depending on field value

Dear Microsoft Support,
I am still relatively new to Sharepoint-Infopath and would need help with setting up workflows for a requisition form I am creating. I have designed and created a form using Infopath 2013 and have successfully created the link
to have the data uploaded into my Sharepoint Server 2013 library. This form's purpose is to have our users make supply requisitions from the Warehouse department. We are a school, therefore, there are numerous different departments with different approvers.
My goal now is to setup the approval workflows using Sharepoint Designer 2013. The complication now is that only certain people need to approve the requests, depending on the department selected. For example, I am in the IT department, if I put a field's value
as "IT" the form will be sent to the IT department manager prior to going to the Warehouse department for processing. If the user chose "English", the form will be routed to the English department head for approval. What are the steps that
I would take to have that kind of customization? How do I setup approval workflows in Sharepoint Designer 2013 to meet that?
I have tried searching for solutions over the web, but all of them are too generalized and would not be related to my case in terms of different approvers depending on the different departments in our school. Your assistance would be greatly appreciated.
Thanks. Jason

I would create a second SharePoint list that is set up with two columns. The first column is Title (which is a default column) and the second column is 'Person or Group' column and name it 'Approver'. Then enter the department in the title field and select
the person who needs to approve that department's forms in the 'Approver' field. Use this list and pull in this information in the InfoPath form by creating a data connection to the newly created list and set up the filter to only pull
back the information where 'Title' = 'Department'. After this information is pulled into your form, store the approver information in a hidden field in the InfoPath form and use that field throughout the workflow.
I know this is a very brief explanation so let me know if you need more information.

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

FI Upload file (Approval Workflow)

Hi All,
Need some assistance:
Currently our company has a standard approval workflow built. So when we receive an invoice without a PO, we manually post the invoice to a GL & Cost Centre. Once the invoice is coded, It’s then sent to the GL owners to approve using the workflow currently in place. All this works perfectly fine.
My issue is FI Upload files……. As Upload files contain several GL accounts – we are currently attaching a manual email approval from the approver to the file upload so the Accounts Payable department could post without any further approvals in Workflow as an email approval is sufficient.
We would like to build the same workflow approval cycle that we have already in place for Fi Invoices.
Note – an upload file come in with 10 different GL accounts ( ideally we don’t want to send it to 10 different approvers) as this will slow down the process, so I was wondering if there is a better solution that you could share to eliminate the upload going to 10 approvers.
Any Suggestions are greatly appreciated.
Thanks
Alex

Hi All,
Need some assistance:
Currently our company has a standard approval workflow built. So when we receive an invoice without a PO, we manually post the invoice to a GL & Cost Centre. Once the invoice is coded, It’s then sent to the GL owners to approve using the workflow currently in place. All this works perfectly fine.
My issue is FI Upload files……. As Upload files contain several GL accounts – we are currently attaching a manual email approval from the approver to the file upload so the Accounts Payable department could post without any further approvals in Workflow as an email approval is sufficient.
We would like to build the same workflow approval cycle that we have already in place for Fi Invoices.
Note – an upload file come in with 10 different GL accounts ( ideally we don’t want to send it to 10 different approvers) as this will slow down the process, so I was wondering if there is a better solution that you could share to eliminate the upload going to 10 approvers.
Any Suggestions are greatly appreciated.
Thanks
Alex

FI Uploads (Approval Workflow)

Hi All,
Need some assistance:
Currently our company has a standard approval workflow built. So when we receive an invoice without a PO, we manually post the invoice to a GL & Cost Centre. Once the invoice is coded, It’s then sent to the GL owners to approve using the workflow currently in place. All this works perfectly fine.
My issue is FI Upload files……. As Upload files contain several GL accounts – we are currently attaching a manual email approval from the approver to the file upload so the Accounts Payable department could post without any further approvals in Workflow as an email approval is sufficient.
We would like to build the same workflow approval cycle that we have already in place for Fi Invoices.
Note – an upload file come in with 10 different GL accounts ( ideally we don’t want to send it to 10 different approvers) as this will slow down the process, so I was wondering if there is a better solution that you could share to eliminate the upload going to 10 approvers.
Any Suggestions are greatly appreciated.
Thanks
Alex

As such there are no events available in BUS2023, therefore extend it to add the event and call this event in your BTE FM using FM SWE_EVENT_CREATE_IN_UPD_TASK
Regards, IA

In search of assistance learning how to modify the mail message from an out of the box SP2010 approval workflow.

So, I have found the article
http://punaro.com/2012/01/derek/modifying-a-sharepoint-2010-workflow-email/comment-page-1/ which appears to walk through the process of modifying an out of the box workflow's mail message.
However, there is a basic problem that I run into before I get started.
I am logged into the system as a regular user (ie not a farm admin, etc.).
I do, however, have full control on the site on which I am working.
I create a custom list.
I create a simple one step approval - sharepoint 2010 out of the box workflow.
I start SharePoint designer and give it the URL of the list. It opens up and I see the various objects on the left side of the screen.
I click right on the Workflows object - which is where the article says I will find the ability to copy and modify the workflow.
All I see is "open", "open in a new tab" and "Pin".
I selecdt open in a new tab - and I get a blank screen labeled workflows that says "There are no items to show in this view".
So, I click on Lists and Libraries, then on the name of my custom list.
When the list displays, the Workflows section of the page has a "Modified Workflow" displayed.
When I right click on it, no menu is shown. When I click on the modified workflow, I get the workflow settings page for that workflow.
I am trying to figure out how to create the copy of the workflow so that I can modify one of the mail messages in SharePoint designer.
Is there someone who has some advice on how to find this copy and modify option? Or perhaps a web site, web forum, article series, or book covering the topic?
Thank you!

Hi lwvirden,
According to your description, my understanding is that you want to modify the OOB approval workflow in SharePoint Designer.
After opening the site in SharePoint Designer, just click Workflows in the left panel and then the workflows in the site will load in the right part.
If you want to copy and modify the OOB approval workflow, then you need to right the approval workflow
Approval – SharePoint 2010 under Globally Reusable Workflow. After that you will see the
Copy and Modify button.
Best regards.
Thanks
Victoria Xia
TechNet Community Support

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

Out of the box approval workflow suddenly failed on start (retrying)

SharePoint 2010. I've been using out of the box approval workflow for several month now. I did some minor changes to it, like to who and when emails should be send, but that's all.
Then out of a sudden it stopped working. New request status is "Failed on start (retrying)". Sometimes (!) status is "In Progress", but no tasks are created. In both cases there is nothing on workflow history and error report is also empty
(it even cause an error "Report contains no data").
I'm sure that I didn't change anything in a workflow. The only think that I changed was an InfoPath form, but I only added there field "Created By", so I would see in calendar later who created this request. I couldn't see how this might affect workflow
process.
I'm confused as I don't even know where to start searching for the solution. Why this might happen? Any ideas are very welcome!

In my list I have a multiple choice field which is not required. When it was
blank my workflow was failing on start! This field was not involved in a workflow directly, I included it only in the email to approver. When I deleted it from an email everything was fine.

How to set the conditions for item deletion approval workflow?

Hi,
I have created approval workflow for item modifications ie, when user try to modify an item, it will send a mail to Project Manager. For that I set the conditions in Change the behavior of the overall task: 1. When the task process starts 2 . When the task
process completes .
Change the behavior of the single task: 1.when a task is Pending.
[I followed this https://www.nothingbutsharepoint.com/sites/eusp/Pages/5-Steps-to-Enhance-SharePoint-2010-Approval-Workflow.aspx ]
My Requirement is that I want to set this same workflow for the scenario: when the user deletes an item it will send a mail (intimation mail for item deletion) to Project Manager. here i dont want to send modification mails when user deletes an item.
When user modifies an item: 1. intimation mail, 2. Approve/Reject mail 3. intimation for approval / rejection mail.
When user deletes an item: 1. intimation mail.
How can we set it in one approval workflow?? where i have to set the condition for sending either item modification mails or deletion mail.
Thanks,
Praveen ji

Hi,
According to your post, my understanding is that you wanted to start approval workflow when item deleted.
You should first make some changes to trigger the workflow when you delete the item.
You can use the Event Receiver to achieve it.
In order to trigger workflow on item delete you need to create event receivers and from event receiver call the workflow already attached with list.
http://ravendra.wordpress.com/sharepoint-workflow-on-list-item-delete/
You can also create custom action to start the workflow, you can refer to the following article, then modify the workflow as your need.
http://blogs.sharepoint911.com/blogs/jennifer/Lists/Posts/Post.aspx?ID=50
Thanks & Regards,
Jason
Jason Guo
TechNet Community Support

Managers approval workflow

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