Ootb 2010 approval workflow question

I have been trying to resolve a custom ootb approval email issue (in another thread) and have not gotten a solution - but I have come across a general question that could be realated but I dont know the answer and have not been able to find this in the forum
so far (I looked for about 1/2 hour).
See the screenshot below - can someone help me with this question?
so - I am not able to insert an image or include a link because I am new and it is a spam measure but I have posted the image on our edu site and the path is below - you will have to change the 'dot's
www dot med dot unc dot edu/ahs/research/files/ootb_approval_2010_customized.gif

thank you so much for checking back in - I removed the 'all approvers string' from that field - adding just my name, and the system assigned the tasks appropriately to each approver, but the email notification was only sent to me - ie it did not notify the
other approvers - but sent their notification to only the name in the Email task notification to john
Bulluck
When I remove/delete that Email
task notification to Variable: all approvers and re-run, there are no task notification emails - they all get a task assigned, but there are no emails delivered to notify of the task.

Similar Messages

Can we change the name of reassign button in sharepoint 2010 approval workflow?

can we change the name of reassign button in sharepoint 2010 approval workflow?
Shazil Ali

Yes, we can change it. Steps are as follows: 1. Create the workflow in SharePoint Designer 2010 2. Use Start Approval Process action 3. Write your logic and all setting as per you requirement and then publish the workflow once. 4. After this, click on
the workflow name and there you will see the sections as Workflow Information, Customization, Settings, Start Options, Forms. Here you will see a form under Forms section with a name of Approval_x00....... with a type "Task". Click on this form. This form
is an Infopath form that opens up when a task is to be edited (Task Form). This form will open up in Infopath (provided you have Infopath installed on your system) It may ask you the crendentials for security. 5. The task form will open up in Infopath for
editing. Click on the Reasign button and in the top left corner in the ribbon section is the field (Label) having text as "Reassign Task". Change this and then save and publish the form.Publish the workflow once again.

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

Add Approved Date to 2010 Approval workflow

Hello
I have copied the globally reusable workflow Approval - SharePoint 2010 and will apply it to a document library.
However, this approval workflow does not have an approval date column (only in the history list).
We really need to have a date in the corresponding Tasks list to say the date it was approved, for our audit trail. I don't want to use the Workflow History list.
Your detailed response would be much appreciated as I am only new to modifying workflows.
Thank you so much.
Mel

Hi,
I understand you need to get the “Approved Date” and display it in the Task list.
As we can tell, there is a OOB column in the Task list named Outcome which shows the Approved status of Approval workflow. When it turns into “Approved”, then the current date is the “Approved Date” you want. So I use the workflow
to get the current date i.e. “Today”. Then we can create a new column in Task list (in my demo, it is Date) to display it.
Could you please have a test per my steps in my first reply? Any question, let me know.
Regards,
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
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Workflow SharePoint 2010 -Approval workflow for multiple users

Want to create a 2010 SharePoint server workflow which will allow me to send email once item is added > Start approval process > if approved then mark workflow status as approved and then send email to reviewer 2 and again start the process of approving
> and approved then again mark status to approved and send email to reviewer 3 and mark status to approved if approved by reviewer 2 and end the workflow.Also, if the item is not approved by any user, then it should directly log a comment and go to end
of the workflow.
I had started as something like :
Send Email to rev1
Start approval process for current item with rev1
if approval status is approved
set workflow status to approved
send email to rev2 and so on...everything works but when rev1 rejects the item, then workflow does not go to end of the workflow. One difficult thing is we don't have go to a step option like in 2013 workflows.
I don't know how to move on as when I try to execute the logic, all three approval process(for 3 reviewers) run even if item is rejected .....Please help

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.

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

Share Point - 2010 Approval Workflow

Hi ,
I want to add the lookup column to custom task form ?
i did the follow step
Create a workflow in SharePoint Designer .Add an action 'Start Custom Task Process ' .
Clik on Task(1) and add a new task form field of single line of text information type .
Choose Change the behavior of a single task .
Find the 'Before a task is assigned ' and add an action 'Set Task Field' .Set the single line of test field to get the value of current item :path
Then publish the workflow .The column on the task form will have the value of current item name .
But when i started my workflow it has not added any value to my lookup column in Tasks list. means
my lookup column is blank. Please suggest me how can i troubleshoot this.
Thanks
Regard, Ravindra Patil

Hi Entan!
Thanks for reply.
Please see below is my Tasks list.And Dlink is my Task form filed inthis field i want to add the Current document link for which user has started workflow. Now u can see below i am able to add value of current document created by but i want link for tht
document. For more details please see below are my requirement.
Requiement:
Want to create Approval workflow.
Whenever work flow get start the task get assign to user and user can go into tasks list and can see the task. If let say user want to modify documents then he should have one link in task list which will allow him to midify the content of document an the
document should save in original library after he save the changes.
After his changes he should be in same task list and now he can Approve this document as simple approval process.
Regard, Ravindra Patil

SOA Approval Workflow - Questions

Hello,
i created a simple approval workflow, which assigns a request to the creator.
I use the following expression:
Identification Type: User
Data Type: By Expression
Value: /task:task/task:payload/task:
Now, i want to assign the request to a group/role of the request. All members of this group could accept/reject the request.
How to set this expression?

This works, but i need a dynamically solution.
If a user of group A do a request, this should be assigned to group A
If a iuser of gorup b do a request, this should be assigned to group B
My solution is at the momente "hard coded". I need for each group another workflow
Is it possible create one dynamic workflow for all groups?

Approval Workflow Question

I need help setting up an approval workflow. The workflow should run as below.
User submits InfoPath Form.
Form is sent to Approver 1
Approver 1 receives a reminder 1 day before due date.
If Approver 1 does not meet the due date then the form is sent to Approver 2
Approver 2 is sent a reminder 1 day after they receive the form.
As per default Approval Process, If at any stage the form is rejected, it is sent back to the Originator.
What I would like to add is when Approver 1 receives the task, they can change the Approval Process to "In Progress" so to stop the workflow sending to Approver 2.
Any help on this would be really appreciated.
dfrancis

Yes developing a workflow with above conditions is possible in both SharePoint Designer Workflow and off-course in Visual Studio Workflow (A Sequential Workflow would be enough).
As for the SPD Workflow, you would end up developing a little complex workflow with conditions tracking the approval status. You can set a condition to check your due date field with current date and then send an email via Send email action.
You may create custom Approval Status drop-down column with two values "Approved" and "Rejected".
If any Approver selects "Rejected" value in drop-down in EditForm.aspx then create action
"Send email to CreatedBy"
You can create task for Approver 2 when Approver 1 sets the status to "Approved". Therefore until the Approver 1 selects "Approved" the task would not be created for Approver 2.
On the other if you are not comfortable creating SPD workflow then go for Sequential Workflow in Visual Studio and you would have more control over the conditions.

SharePoint Designer 2010 approval workflow error revisited

Karen K started a question around:
Errors
were found when compiling the workflow. The workflow files were saved but cannot be run.And when I click on the "Advanced" button in the error message, I see this detailed error:
(0,
0) Activity 'ID4' validation failed: Property 'DurationUnit' has invalid value. Field type 'System.String' does not match with the expected type 'Microsoft.Office.Workflow.Actions.DurationUnit'.)
The full problem/solution is posted:
http://social.technet.microsoft.com/Forums/en/sharepoint2010customization/thread/332e49c6-6471-4374-9c9f-9bcf334f9c69
However,
I can't figure how to do step 2:
2. Select
the Action and click the “Advanced Properties”
ribbon control;
3. Find
the “DurationUnit” property in the properties
box, and click the “fx” link in the box;
Which
"Select the Action" am I looking for? I looked everywhere.
Help

RoyKim, it's simpler than you think, which is why it probably stumped you. This is all you do:
In SPD2010, click on the Workflows Site Object
Find your workflow and click on it to open the top-level settings page
Click edit workflow
This is the page where you perform the steps from that other thread
Single-click the row that says "Start Approval process on CurrentItem etc etc"
Then click Advanced Properties in the ribbon
Scroll down until you find DurationUnit
Click the fx button on the right and re-select Parameter: Duration Units as instructed
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Sharepoint 2010 Approval Workflow "Open this task" link not functioning

When I am clicking on "Open this task" link in outlook 2010 i am getting error as "Access to the floowing form required". Please help me out to resolve the issue..
Thanks,
Basavaiah

Unfortunately the regedit ActiveX Compatibility GUID wasn't present so I couldn't delete it. I kept searching and tried this:
Follow these steps:
a. Open Internet Explorer.
b. Click “Tools” and “Internet Options.”
c. Click the “Advanced” tab.
d. Scroll down to “Security.”
e. Un-check “Do not save encrypted pages to disk.”
f. Click “Apply” and “OK.”
Restart Internet Explorer and verify if the issue persists.
Pasted from
http://answers.microsoft.com/en-us/ie/forum/ie9-windows_7/i-cannot-download-files-in-internet-explorer-9/94903994-3888-49bd-b6a0-3cc3d5d7bfa3
Not sure why but if I uncheck the box it works and rechecking breaks it. Perhaps IE downloads the files on behalf of Outlook and Word, but Outlook can't get to them if the files aren't saved in cache by IE. Our SharePoint site is secured
by an SSL/TLS certificate.

Collaborate / Approval workflow question

I work in a corporate environment where each project I complete needs to be approved by 4 people before it goes out. Problem is they are rarely in the office, so it creates a pretty significant bottleneck.
I'm envisioning some sort of process where I can upload a FLV of the project to a webserver and direct the approval commitee to a webpage that will let them view the video, comment (and see other's comments), and approve the project.
Does anyone have a similar approval process or know of any software based or other solutions that might help me with this?
Any suggestions would be appreciated.

Committee's suck. My suggestion is to get just one guy who has final approval. Let
him bring it to others if he wants, but just one guy needs to be in charge.

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

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

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

Ootb 2010 approval workflow question

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