Jonathan Weaver SharePoint Saturday St Louis 2017 SharePoint Designer Custom Workflows: Making the Approval Process Dynamic Jonathan Weaver SharePoint Saturday St Louis 2017

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Jonathan Weaver jweaver@kctechgroup.com @j_weaver74 SharePoint Consultant 15+ years in IT industry DEV, BA, QA, SharePoint Into logic puzzles SuDoKu, Rubik’s Cubes, Word Search Logic and If/Then puzzles Workflows

Agenda Business Scenario Basic Approvals SharePoint Designer Questions Approval Process Users Customization Questions

Business Scenario I need to have 2 people approve/reject the task simultaneously, but they both must respond before moving on to the next approver. If either approver rejects, capture comments and mark the task as failed.

Basic Approvals Serial – One at a time Parallel – All at same time Upside – Create a chain of approvers and stop it whenever someone rejects it. Downside – One at a time Parallel – All at same time Upside – Can send out to a whole mailing list at same time Downside – First to respond wins Stages How does Outlook work? All approvals at once Each approval is individual and doesn’t affect the others

SharePoint Designer Create Approval Process

SharePoint Designer “These Users” section Groups

SharePoint Designer Approval (n) section

SharePoint Designer Approval (n) section Completion Conditions

SharePoint Designer Approval (n) section Behavior of single task

SharePoint Designer Approval (n) section Behavior of overall task process

Let’s create a basic Approval DEMO Let’s create a basic Approval

SharePoint Designer: Approval Process Create Approval Process – We need 2 of these to run at the same time.

SharePoint Designer: Approval Process Approval (n) section Behavior of single task

SharePoint Designer: Approval Process Approved or Rejected?

SharePoint Designer: Approval Process Now do something as a result If Rejected – Send an email and stop the workflow If Approved – Continue on with workflow

SharePoint Designer: Approval Process Include the comments in the email

Agenda "What is the difference between serial and parallel approvals?“ "How do groups work with the approval process?“ "I added an approval process to my custom workflow, but I need to have multiple approvals.“ "How do I run an approval process for multiple users to approve but require all of them to approve/reject it?“ "Why does my approval process return Approved or Completed when the user Rejects it?“

SharePoint Designer: Approval Process

Questions?

Thank You Sponsors for participating in SPS St. Louis 2017! You can use the hashtag #SPSSTL & follow us @SPSStlouis Gold Sponsors Silver Sponsors

Jonathan Weaver jweaver@kctechgroup.com @j_weaver74 SharePoint Consultant 15+ years in IT industry DEV, BA, QA, SharePoint Into logic puzzles SuDoKu, Rubik’s Cubes, Word Search If/Then queries Workflows