Workflow Conditional Approver
Good morning, all-
I'm trying to set up a workflow which would allow a manager to approve the attendance of an associate at a given event. The associates may have different managers (eg associate 1, 2, and 3 may need approval from manager a, while associates 4,
5, and 6 may need approval from manager b).
Can anyone give me input on how to set up this conditional requriement in a workflow? Please note, however, that I do not have access to actually code anything. I can simply use the workflow 'wizards' in sharepoint.
I can, however, modify the list and its settings, if that would help.
Casey,
This workflow can be build using SharePoint designer without writing any code.
Se this video - https://www.youtube.com/watch?v=nSNDzq3ev4I
You can take two approach
1. You can ask user "who is your manager/approver" and then start approval workflow by reading and assigning task from that field
2. You can maintain a SharePoint list (for master record or configuration record) as User and Manager as two column. You need to maintain a complete list of user and their approver in this list. Later from Designer workflow, you read from this list and assign
task as per list data config.
Hope you got the idea and approach to go forward. Let us know if you need more help
Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.
Similar Messages
-
Workflow issues : - Approval of carts
Shopping carts being raised and is being approved by user and by another approver.
Rather then going any further this is just bouncing back and forth between the user and the approver.
Any ideas?Hi
<b>Please try this -></b>
1) Check the conditions defined in that activated workflow (Txn: SWB_PROCUREMENT). Looks like the conditions defined here do not match with shopping cart data and hence SC could not find a workflow to be triggered.
Suggest you to just give a condition like (&TotalValue& >=0) which covers all shopping carts.
2) You may have only one start condition defined, but there is maybe an active workflow for the SC without start condition. Use transaction SWU0 to simulate the event "created" of object bus2121 and check there is only one workflow started. If you use only one condition, make an easier one like total value >= 0. Then refresh buffer with swu_obuf (not sure it is mandatory but safe).
3) Also check the event linkages in txn SWE2 and SWETYPV
4) The workflow without approval is defined in your start condition, so you should have the comment "start depends on a function module" or something like that. (I don't have any system now to check the message).
The one with red dots: you shouldn't worry about this, probably message is activation link not active.
The two other one (one and 2 steps), not sure if your error stands there, but to be sure check that activation link is not active (you can do this through customizing or with transaction pftc_chg).
<u>Related link -></u>
http://help.sap.com/saphelp_srm40/helpdata/en/17/40a86c773d6c41801d78af1a34b90f/content.htm
Do keep me posted.
Regards
- Atul -
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
HenningAgain - 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 -
Hello,
i need help regarding workflow condition..
When the Owner of the record gets changed to a specific user i want to create a set of tasks automatically created,.. is it possible using workflows, if possible what is the trigger event i have to use and what is the workflow condition.. please help me out its very urgentHi again,
i have used the following:
Trigger Event : when modified record saved
Condition : FieldValue('<Owner>') = "Jenny Adams"
and created list of actions for creating tasks.. but i think there is problem with condition.. please help me with condition.. i also tried
[<Owner>]='Jenny Adams'
[<Owner>]="Jenny Adams"
FieldValue('<Owner>') = 'Jenny Adams' -
Hi there,
Despite turning on the require content approval for submitted items in the version setting. Start this workflow to approve publishing a major version of an item is still disabled in the workflow settings.
Anyone one know how to enable this option.
Thanks
Regards,
RaviHi Wendy,
I tried to copy and modify the Globally Reusable Workflow->Approval-SharePoint 2010 but the problem
that I am facing is, I cant seems to find the Assign a task in the Actions list and also when I am setting the approver variable to a value, I am missing a column name( how can I get a column which is used in a list?).
But “Start this workflow to approve publishing a major version” is enabled now using this workflow
but saying that I am unable to complete the workflow due to the action and column missing.
Previously the work flow that I created was for a specific list.
Is there any work around to this issue?
Thanks
Regards,
Ravi -
Sharepoint 2013 designer workflow auto approve task after due date is passed
sharepoint 2013 designer workflow auto approve task after due date is passed.
Could we approve the task automatically once due date is apssed?
MCTS Sharepoint 2010, MCAD dotnet, MCPDEA, SharePoint LeadHi Amit,
If your task is created by a workflow (first) and stored in a separate task list, you can create another workflow on this particular task list, then each workflow instance would check if current task is expired (not approved/rejected), then
determine if update current task's "Task Outcome" as approved (and update task status as complete), and then create a retention policy on this paricular task list to trigger the workflow on due date .
Thanks,
Daniel Yang
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]
Daniel Yang
TechNet Community Support -
Is there a workflow for approval and Reversal of Regular Journal
Hi All,
Is there a workflow for approval and Reversal of Regular Journal .
can we use the standard park document workflow for the same .. ???
Thanks ,
NavalFor such activities you would probably better make use of ISR.
See [SAP Help - Internal Service Request|http://help.sap.com/saphelp_erp60_sp/helpdata/en/53/3120386827c23ce10000009b38f842/frameset.htm] -
Whenever a new opportunity is being added, If the ExternalSystemId field is blank then go ahead and fire off the workflow action. If it's NOT blank then do not fire off the workflow
In the workflow condition, I have this
len(Field_Value('<ExternalSystemId>')) = 0 OR len(Field_Value('<ExternalSystemId>')) IS NULL
but it still fires off the workflow even though the external system id field has something in it.
Do you have any idea?
ThanksIf I understand your question, you would need to write your default expression in the field definition (read the Default value and post default behavior). There are no workflow triggers for create (new Opportunity).
-
User change attribute workflow with approval problem
Hello,
I have a requirement to add account numbers to user entry through workflow with approval process. and also same user can have multiple account numbers. when approver approves the User request then it's account number will be added into the user entity in ldap.
So, i have created a Change Attribute workflow for that account number with these steps as : initiate, Approval, Commit, Error_report
this workflow i am able to invoke through IdentityXML call and from OIM interfaces approvers able to approve and that account number is persisting under the User entity.
Problem is: Actually above request is staging system. when user requests, it is in initiate step, when approver approves the request then only commits the info. so, there are 2 stages here.
When i am requesting two consecutive account number requests then both requests are in initial stage. Then approver approves the 1st request then it is persisting into User entity. after that approver approves the 2nd request then this account number is overwriting the previous one. so, here is the problem i am finding. worflow is not adding the new account number.. instead its replacing the last value in the list of account numbers for an User entity.
I hope the above problem make understandable..
Really its a very much helpful to find the solution on this.
Thanks in advance,
Srini.Thanks for the help. Having reinstalled OID/OAM a bunch of times to properly add our custom user object, nothing seems absurd. I tried running through your steps, but I'm still not getting the workflow button. I've customized create and delete workflows properly, but the change attribute is a mystery.
I did the following:
1) Selected a custom attribute in Attribute Access Control
2) Changed its read access to Anyone
3) Saved
4) Changed its modify access to Anyone
5) Saved
6) Added a new Change Attribute workflow for the custom attribute
7) Action #1: Request, added Anyone as participant and saved
8) Action #2: External Action, selected attribute is the custom one
9) Action #3: Commit
10) Saved and enabled the workflow
11) Restarted the Identity server
12) Picked a user
13) Opened his user profile
14) Clicked Modify
The custom attribute is still editable and has no Request a Change button. -
"Start this workflow to approve publishing a major version of an item" in Project Site templates
Hi
I created a document library with the "Start this workflow to approve publishing a major version of an item" on, and saved the site as a template. However when I create instances using that project site template, the document library doesn't
have the "Start this workflow to approve publishing a major version of an item" option on, like the site that was used for the template have.
Is this option not possible to save on a project site template?
Here are the steps I did:
On a document library I set the versioning for major and minor version
I create an “Publishing approval” workflow and set it to “Start this workflow to approve publishing on a major version”.
But when I create a project instance of this type, the document library on the project site has the “Start this workflow to approve publishing on a major version” turned off.
Thanks!
Best regardsHi,
I recommend to create a WebProvisioned event receiver.
We need to create an event handler and register it with the Web Provisioned event. In the event, we need to find the specific Library and set SPList.DefaultContentApprovalWorkflowId property.
When the site is provisioned, the event handler is activated. Then the "Start this workflow to approve publishing a major version of an item" option will be checked.
More information:
SPWebEventReceiver.WebProvisioned method (Microsoft.SharePoint)
SPList.DefaultContentApprovalWorkflowId property (Microsoft.SharePoint)
Attaching Web Event to perform operations after creating the web (Event Receiver Concept)
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
Workflow for Approval of Appropriation Request
Dear experts,
I have been working on Workflow for Approval of Appropriation Request.
Even after carrying out all the required configuration, the process is not working. Following are the symptoms:
When appropriation request is submitted for Approval, I am maintaining user ids of approvers in the Partner field.The moment I click For Approval status the Approve Button is deactivated.Even when I log in from the Approver's user ID the button is Deactivated.
When I check the Business Workplace Inboxes of Approvers there are no Workflow related mails.
please help me out
Regards,
srikanthsrikanth,
Have you maintained all the configurations related to Work flow in IMG? like activating event linkage, assigning agents, approval schema etc...
Also, have you maintained the workflow automatic configuration in transaction SWU3,
you have to maintain the following:
1. create a user id WF-BATCH, user type system and maintain a password for this user (seek BASIS team help for doing this)
2. Assign SAP_ALL & SAP_NEW in user profile tab.
3. in SWU3, under Maintain Runtime Environment --> Maintain Workflow System Administrator , select line and click on execute button, select user - WF-BATCH, save and back.
4. then in the same screen select *Configure RFC Destination * click on execute, system prompts with the user id mentioned in the above step, you enter the password mentioned in the first step, click OK.
5. now select *Maintain Runtime Environment * click on perform automatic configuration button (f9).
6. Ensure that the option Maintain Runtime Environment turns to Green tick mark.
7. select Classify Tasks as General click on perform automatic configuration button (f9).
8. Ensure that the option Maintain Runtime Environment turns to Green tick mark.
Now can go to transaction SWDD, on the left side of the screen, in the field WORKFLOW enter this value* WS00300022* press enter. Click on test (F8) button.
In the Test Work flow screen select BUS2104 line, it shows a new line at the bottom of the screen with the following options:
Object type: BUS2104, Key:
You enter the appropriation request number in the field key (you cannot directly enter value here, choose drill down option (f4) then a new window pops up, enter the approp request number, click ok.
then click on execute (f8).
Now you can check in the approver's business work place under Inbox - workflow.
Praveen -
Workflow to approve Material Master creation
Dear all,
I would like to create workflow to approve Material Master creation as below:
When Material is created -> Check & Approval (Yes) -> Material is active
-> Check & Approval (No) -> Material is inactive
How can I do that?
Could you pls help me to solve this?
Thanks,
CHHi,
Before designing the workflow, you need to find what is the business object and what is the event which gets triggered when material master is created... you can do that using event trace....
1. SWELS - switch on trace
2. Create material
3. SWEL - check trace to find which event is fired
This will give you business object name..
Now start building workflow using SWDD... Go thru basic steps for designing workflow... -
What happened to useful workflow conditions?
I'm jumping from 2007 workflows to 2013 and finding a lot of things I can't do that I used to be able to. I would have thought workflows options would have expanded not shrunk. what has happened to the condition item "begins with" or
"contains" or "is empty" ?
Also, how do I make link two conditions with and AND operator.? If This AND That?
There are no mistakes; every result tells you something of value about what you are trying to accomplish.Hi,
According to your post, my understanding is that you wanted to know what happened to useful workflow conditions.
There are features that are deprecated in or removed from SharePoint Designer 2013. Features that are deprecated are included in the SharePoint 2013 release for compatibility with previous product versions but will be removed from future
versions.
There are also the capabilities and features that are new to workflows in SharePoint 2013.
For more information, you can refer to:
What's changed in SharePoint Designer 2013
What's new in workflows for SharePoint 2013
In addition, you can also use And operator in the condition.
You can add a condition, and then click the condition and add another condition.
You can create workflow as below:
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 -
Hello all,
SAP_ABA 700 0011 SAPKA70011 Cross-Application Component
SAP_BASIS 700 0011 SAPKB70011 SAP Basis Component
PI_BASIS 2005_1_700 0011 SAPKIPYJ7B PI_BASIS 2005_1_700
ST-PI 2005_1_700 0003 SAPKITLQI3 SAP Solution Tools Plug-In
SAP_BW 700 0010 SAPKW70010 SAP NetWeaver BI 7.0
SAP_AP 700 0007 SAPKNA7007 SAP Application Platform
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I have created bid without Approval. But event WF is created with status: "READY_FOR_WORKFLOW".
SWEL: Dont find receiver.
What should i do to create bid without Approval ?
Please help me.Hello,
Check if SWB_COND has been configured correctly to trigger the BID workflow without approval.
Test this workflow using SWUD and also, test the event triggering using SWU0.
If this is correct, workflow should be triggered.
Kind regards,
Ricardo -
I am creating a workflow for approval.
How do I make the request for APPROVAL is directed to a user who is not xelsysadm?
If you can tell me the steps one by one.
Thank you all .-Need Approval process workflow?
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