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How to delegate or reassign a workflow task?
The steps below will demonstrate how to delegate an approver inside a workflow task: Open your main list (in my example the custom list) Under Tasks > click on the drop-down icon next to the title or your task > Press Edit Item Press Edit Item by opening the drop-down menu next to the title of the workflow task.
How can I edit the name of my workflow?
If you press the Workflows button > left-click on the name of your running workflow (If you pressed the workflow status from the previous step, ignore this step) Press the name of your running workflow to access the workflow tasks. Under Tasks > click on the drop-down icon next to the title or your task > Press Edit Item
A custom list with two columns: Title, Assigned To A SharePoint Designer workflow that starts an approval process action on the current item and sets the approver as the person listed in Assigned To Approval tasks are created within the workflows associated task list
Where do I find workflow status in SharePoint?
Either click on the status of your workflow for the current item (if column is displayed), or highlight the current item > under List Tools > Items > Press Workflows NOTE: In some cases, the site owners or SharePoint admins may have hidden the workflow status column that gets created when you publish your workflow.
How to create an action in a custom workflow?
This is part one and it’s walks through creating a custom workflow activity, then inserting into a custom action in a v9 environment. The business requirement for this post is to have an action that is able to activate/deactivate a process. Microsoft provides a very extensively list of out of the box actions which gets updated frequently.
What is the status of the workflow entity?
Workflow Status – This is the status of the workflow entity. With these three parameters we’re ready to create the action which will allow us to activate/deactivate a process. Creating an action is pretty straight forward; an action is a type of a process.
Approval tasks can be assigned as part of a workflow process, built via SharePoint designer or Nintex workflows. Once assigned, notification message (s) are sent to the approver and can either be approved via the Workflow Tasks section of a current item or via lazy approval if you have Nintex.