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

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

3. 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

4. Agenda Business Scenario Basic Approvals SharePoint Designer Questions
Approval Process
Users
Customization
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. 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?“

20. SharePoint Designer: Approval Process

21. Questions?

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

23. 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