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How to create Sharepoint Approval Workflow

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by stein_brian

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I am trying to create an approval workflow using Sharepoint Designer 2007. The reason is because the out of the box approval workflow provides no way to prevent the user who creates an item in a list from receiving the workflow started and workflow completed notifications. This SP site and workflow is very basic. It is simply for a few users to request overtime and for one supervisor to approve it. If I create a workflow in SP Designer than those stupid notifications are not sent but I can't seem to figure out how to create it similar to how the out of the box approval workflow works. All I want to happen is a user submits the new list item I customized, when they click submit a task email is sent to the supervisor, at which point they 'Edit this Task' and choose Approved or Rejected with a space to type a reason if need be. Then the user will get an email informing them if their request was Approved or Rejected. Any help would be appreciated! Thank you!

7 replies

by leen

Hey Brian - Did you ever figure out how to get the Acceoted/Rejected response to the requestor?? We ahve the same situation with a time-off request form workflow.
Thanks,
Nick

by leen

Hey Brian - Did you ever figure out how to get the Acceoted/Rejected response to the requestor?? We ahve the same situation with a time-off request form workflow.
Thanks,
Nick

by stein_brian

Fundamentally I understand the process and I almost have it working how I want. Where I'm struggling is with the following. So if you were to use the out of the box approval workflow, when the workflow is started you see on your site that the workflow column shows 'In Progress.' Then when the workflow is completed after an approver Approved or Rejects the item, that column changes to display either 'Approved' or 'Rejected.' With my custom workflow I created, the column shows In Progress when the workflow starts however when the approver Approves or Rejects the item, that column changes to display 'Completed.' How do I make it shows Approved or Rejected instead of Completed, with the value being the result of what the approver decided? I'm assuming I need to define the values of the workflow column but I can't figure out how?

by peconet tietokoneet

Then go to number "13" in the list, as stated below is an example:
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If you want to add a conditional branch, click Add 'Else If' Conditional Branch, and then repeat steps 9-12 to create another rule.

A rule is a set of related conditions and actions, as shown in the previous illustration. When the condition is true, the workflow does the associated actions. But what if the condition is not true? By adding conditional branches, you can specify additional conditions. For example, you can create three different conditions for when a document status is changed to "Approved", "Rejected", or "Pending". You can also create an Else condition, where the workflow performs the action only when none of the previous conditions have been satisfied. To create an Else condition, the last rule in the step must be an action with no conditions. The workflow evaluates all the conditions; if none of them are satisfied, the workflow performs any actions in the final branch, which has no condition.

Hope this gives you a little more info.

by stein_brian

I can create the workflow following the steps and the document closely but I still can't get the views I want. I can't seem to find a way to include the columns that show the item was approved or rejected properly. Even though I can go into the task list and view this information, there does not seem to be a way to add these columns into the views for the list for users to view. I'm sure I'm just doing it wrong.

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