1. SharePoint Designer Custom Workflows: Making the Approval Process Dynamic Jonathan Weaver
June 15, 2018
#SPSHNL

2. Mahalo for your support!
DO NOT CHANGE THIS SLIDE

3. Jonathan Weaver jweaver@kctechgroup.com @j_weaver74
SharePoint Consultant, Solution Architect
WaterOne, Smarter Consulting
20+ years in IT industry
DEV, BA, QA, SharePoint
Into logic puzzles
SuDoKu, Rubik’s Cubes, Jigsaw Puzzles
Logic and If/Then puzzles
Workflows, Forms, Business Process Management

4. Agenda Business Scenario Basic Approvals SharePoint Designer Questions
Approval Process
Users
Customization
Customize Task
Add Task Link to List Item
Questions

5. 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.

6. 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

7. SharePoint Designer
Create Approval Process

8. SharePoint Designer
“These Users” section
Groups

9. SharePoint Designer
Approval (n) section

10. SharePoint Designer
Approval (n) section
Completion Conditions

11. SharePoint Designer
Approval (n) section
Behavior of single task

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

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

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

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

16. SharePoint Designer: Approval Process
Approved or Rejected?

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

18. SharePoint Designer: Approval Process
Include the comments in the

19. Changing Approval Task Email
Adding a link into the OOB Task

20. OOB vs Custom

21. Open Approval Task and Change Behavior of Single Task

22. Change the Task Email Template

23. Adding Approval Task Link to List Item
Adding a link to the Workflow Task into the List Item

24. Add Task URL field to List Item

25. Open Approval Task and Change Behavior of Single Task

26. Update Task Process

27. Workflow Status Screen
What does it all mean?

28. SharePoint Designer: Approval Process

29. Infowise Nintex Forms/Workflows SharePoint Designer JavaScript
Other Tools I Use
Infowise
Nintex Forms/Workflows
SharePoint Designer
JavaScript

30. Questions?

31. Mahalo for your support!
DO NOT CHANGE THIS SLIDE

32. Jonathan Weaver
@j_weaver74