I have a list which requires item approval.
In certain conditions the approval status must be set to Rejected without user intervention.
I built a workflow in SharePoint Designer 2010 where I perform the following when condtion is met
"then Set content approval status to Rejected with Current Item: Reject Reason"
This line of code is not executed. In fact the entire if statement in which this line of code resides does not execute.
Any advise would be appreciated.
Related
I have a class registration set up in SharePoint 2013. Users are emailed when they register for a class. I want to create email notifications when the Start Date, Start Time or Location [fields] of the Session changes. I only want to email the users that have registered for said Session (between 1 and 400 people).
I should be able to handle this with an Alert or an Event, but can't figure it out. My SharePoint team is telling me that this is too difficult because "the columns are in Sessions [list] and not in Registrations [list view].
I've found a lot of information on general SharePoint alerts, but I can't find anything on sending notifications to a select group of users, based on another field.
You could create event receiver for the list and send email by SPUtility.SendEmail with dynamic users.
You could check sample code from here.
Create event receiver in SharePoint 2013.
I am using SharePoint 2010 workflow template to create approval workflow for my organization. One thing I am stuck at is how to update a field when the users cancel the workflow. It does not seems like there is any workflow parameter that capture the workflow status when it is cancelled by user.
Have a look at the Workflow History List:
http://[servername]/[sitename]/lists/Workflow%20History
I have a requirement that mail should be triggered when content is either checked in, checked out or updated. Currently the workflow is not enabled. Can someone please suggest how this can this be done?
I tried using workflow criteria, but the mail is getting triggered only for new check-ins. One further confusion is that the mail is getting triggered before the workflow is being approved, but this should not happen.
Thanks in advance,
Deepthi
How about using a Subscription?
A subscription is a function that notifies users by email when a
particular content item has been revised.
Following our company processes, our database has to send an email to a manager requesting for approval for some document record changes.
I was wondering if it was possible for the manager to reply to the server with an email containing "Yes" or "Approved" with the document# and have it update the document record accordingly. Right now, the manager has to send the QA dept the approval email, and they have to update the document record manually.
I have looked at SQL Mail, but it seems to be a bad way to go according to a lot of places.
We use Exchange 2010 and SQL Server 2008
Thanks!
Do you have IIS installed in your environment? If so, you can redirect the user from Mail (Outlook) to a service page to update the document approval flag.
If so, create a ASP or ASPX page that takes two query parameters. A document id and a approval notice.
Put two links in the email for the manager to click. You will have to send the email from SQL server with a HTML body. Enclosed are sample links for document 123.
Approve Change
Reject Change
Check out www3schools link below for details query string.
http://www.w3schools.com/asp/coll_querystring.asp
Check out the link below for details on working with databases.
http://blogs.msdn.com/b/morebits/archive/2010/09/26/working-with-data-beginners-guide-to-database-in-asp-net-web-pages-part-1.aspx
As an added feature, you might want to record the Active Directory (Windows Login) of who approved or rejected the document. That way, someone can not approve the document themselves. A date/time might be also handy.
This is one of many solutions you can use.
I was recently tasked with taking over the SharePoint administration for my company, but I have very limited SharePoint experience. I'm using SharePoint 2010.
I have a List with a few built-in columns (like Status, Assigned To, etc) and I'd like to perform a few actions when a new List item is created: change the Status and Assigned To columns of the List item, send out an email, and then create a task for the user's manager to approve it. However, in SharePoint Designer, I cannot figure out how to create a Reusable Approval Workflow and associate it to a List, or a List Workflow and add an Approval Task to it.
If I create a Reusable Approval Workflow, when I try to use the "Set Field in Current Item" Action, I don't have any of the List Columns available (to set the Status, Assigned To, etc).
And when I create a List Workflow, I can access the columns for the list (Status, Assigned To, etc) but I can't figure out how to make the new List item go through the Approval process.
So my question is: how do I Associate a Workflow to a List, change some of the List column properties, and create an Approval Task for the Manager when a new item is created?
Am I missing something here or am I not approaching this correctly?
The easy way is just opening your site with designer and configure the approval workflow from there. You can select the list and make all the changes. I would give you a step by step guide, but some did this awesome article, so check it out http://plexhosted.com/billing/knowledgebase/226/How-to-create-a-simple-approval-workflow-in-SharePoint-Designer.html
I discovered the answer to this question on my own. It's due to the way SharePoint handles Tasks during a workflow. I was using the "Assign a Task" or "Assign a To-Do" when I needed to use COLLECT DATA FROM USER. This will return the Id of the task, which can be used later to retrieve the user's Approval or Rejection.
Did you end up creating a custom workflow to do all tasks yourself?
I have also tried a List WorkFlow and a Reusable Workflow and started by copying the "Approval - SharePoint 2010" workflow as a model in both cases. The caveat then is the users are tied to completing both the task and workflow items that are created.
An approver wants to receive the email to Approve or Reject a request on a Calendar from the Approve/Reject View in SharePoint and let that be it. They do not want to track tasks on Approval.
A requestor only wants to receive an email that their request was Approved or Rejected and enter another for a different time if the initial request was rejected.