Contents
- 1 How to update task approval form in SharePoint 2010?
- 2 When does the approval workflow in SharePoint end?
- 3 How to update SharePoint list field update status?
- 4 How to create an approval workflow in SharePoint?
- 5 Are there any limitations to the task approval form?
- 6 How to assign a task to the person chosen?
SharePoint 2010 workflows run in both 2010 and 2013 environments. Right-click the Approval-SharePoint 2010 workflow and select Copy and Modify. Add the name of the workflow (in my case, “Demonstrate Custom Columns on Approval Form”) and select the Content Type.
The workflow can be set up to end when the first approver rejects it. It can end if the document being review is changed. And, the workflow can enable content approval, if you like. The tasks and emails in the workflow request content approval, so the task form includes buttons for Approve, Reject, Request Change, and Reassign.
How to create custom columns on SharePoint approval form?
Right-click the Approval-SharePoint 2010 workflow and select Copy and Modify. Add the name of the workflow (in my case, “Demonstrate Custom Columns on Approval Form”) and select the Content Type. In this scenario, I am associating this approval workflow with a custom Document Set content type called Custom Document Set.
Within “If/yes” branch of Condition, add a “Start an approval” action. Then add a Condition 2 action, left input box set to Response dynamic content of “Start an approval” action, right input box set to Approve, within middle drop down, choose is equal to.
To create a SharePoint 2013 based workflow with similar logic, use SharePoint Designer 2013. If all you need to do is complete an Approval workflow task Just scroll down to the Complete segment and expand it. You might not need any of the other segments for now. SharePoint workflows are:
What happens when you publish a workflow to an approver?
Publish the workflow again to persist the changes to the workflow. Now when you run the workflow and an Approver opens up the Task Approval form, they will see the new Vendor and Invoice Amount fields populated which will help them decide to Approve or not.
Are there any limitations to the task approval form?
One limitation of this solution to point out is that the values on the Task Approval Form are captured at the time the workflow runs and are not dynamic. So, if these values are changed in the document library, the changes will not be shown in this form.
How to assign a task to the person chosen?
User fills out all required details (description, supplier, currency, amount etc.) including the person that the PO should go to for approval through a people picker field On creation of the new item, the workflow begins by creating a task that is assigned to the person chosen in the people picker field when the new item was created