how can i assign the task to other person only after it is approved by the first person in workflow.
martedì 7 agosto 2012 12:57
I want to create a workflow such that only when the task approved by the first person should be assigned to second person and then workflow should complete. If the task rejected by first person the workflow should complete there itself without assigning to the second person. Is this possible to achieve using sharepoint designer? Please someone help me to solve this.
Thanks in advance
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martedì 7 agosto 2012 14:46
You can achieve this using default workflows in SharePoint "Approval workflow'. Use serial workflow not the parallel one. so that the task will be assigned to the second person only after the first one approves. Also, check for the option while configuring the workflow for stopping the workflow if anyone of the approver rejects the item. You can also achieve the same using designer workflow too.
mercoledì 8 agosto 2012 06:33
Thanks for your response. Can you please mention the steps to be followed.
I have already done as given in above picture but its not working. I did not use the oob approval workflow instead I added the task action "Start Approval Process". Please help me if I am missing somewhere.
- Modificato VidyaPai mercoledì 8 agosto 2012 07:48
mercoledì 8 agosto 2012 09:13Moderatore
I understand that you want to stop workflow on first rejection.Here are the steps to achieve this:
- Open the workflow in SharePoint Designer.
- When add the approvers you should choose to assign tasks 'one at a time',not 'all at once'.
- In this way ,the tasks will be assigned when the previous tasks are completed.
- Add an action before the 'Start Approval Process': 'set workflow variable'.Set the Variable:CancelonRejection to Yes.
- Save and publish the workflow.
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- Contrassegnato come risposta VidyaPai venerdì 10 agosto 2012 06:31
venerdì 10 agosto 2012 07:03
Thanks for your response. I did as you told now I am able to stop the workflow after rejection. But I want one more to be happen. When its approved by the first person the Workflow Status should be Waiting for Accounts Approval, because its not yet approved by Accounts Manager. For that I added a Action like "Set Workflow status to Waiting for Accounts Approval" as shown in the below figure but its not reflecting.
Or it takes some time to reflect? Because yesterday after setting workflow variable'.Set the Variable:CancelonRejection to Yes it was not working. But today when I tested its working.
Please tell me if I am missing anywhere.
- Modificato VidyaPai venerdì 10 agosto 2012 07:54
venerdì 24 agosto 2012 08:14
I have two servers. In both I have created same workflows as given above. But CancelonRejection is working in one server but not in other server.
in 1st server the workflow stops once it is rejected by the 1st person.
but in workflow History i get the error as below.
But in 2nd server the workflow is not at all stopping after rejected by the 1st person. In 2nd server I have given privileges. And also in Reporting Manager list I have given ViewOnly permission for all the Managers. Is this may cause any problem?
venerdì 24 agosto 2012 08:58Moderatore
venerdì 24 agosto 2012 09:26
I have already added a new post, please answer to that post itself.
lunedì 1 ottobre 2012 07:11
Hi Entan Ming,
This was very helpful. I followed your steps and I was able to achieve the workflow process I wanted:
- Stop the wlow if the first approver Rejects and the Status to be shown as Rejected.
- Modificato ana_3 lunedì 1 ottobre 2012 07:12