sharepoint 2013 Designer workflow RRS feed

  • Question

  • Hi,
    I need  to develop a workflow for the below requirement using sharepoint designer 2013

    Step 1 : Normal User raises the request, Workflow will be triggered.
    step 2 : Email Notification goes to approver(Approver1) with request detail link.
    step 3 : Approver Clicks the link in the email and will be taken to the request detail page.
    step 4 : Approver selects the regional manager dynamically from drop down once again workflow initiates 
    step 5 : Email Notification goes to regional manager, and task assigned to Regional Manager
    step 6 : Regional manager clicks on the link for approving or rejecting the request
    Step 7 : Regional manager approves or rejects Ends the workflow

    Could you please let me know how this kind of requirement can be implemented.



    Saturday, February 27, 2016 11:40 AM


All replies

  • With all due respect.  The answer is either to learn how to write Workflows or hire a consultant to do the job.  People here are happy to help with specific questions, but this is a bit to broad to be answered in this kind of forum.  Here's a Microsoft Virtual Academy course on how to write workflows to get you started.


    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

    • Proposed as answer by Victoria Xia Friday, March 4, 2016 2:29 PM
    • Marked as answer by Patrick_Liang Sunday, March 6, 2016 2:25 AM
    Saturday, February 27, 2016 3:52 PM
  • Hi

    Assuming you know how to create workflows using designer,...

    1. Create the list which will be used for this workflow which would have a dropdown column called Status with a few choices like New,Approval Pending, Completed.  Also create another column, called Approve/Rject which will have choices like Approved, Rejected.
    2. Create an approvers sharepoint group and add all approvers to it.
    3.  Create a sitecolumn to hold all regional managers and make this as a lookup to this list.
    4. Create a designer worflow on this list which will start when item is created/modified
    5. In the workflow, check if the Status is new and then send email to the approver group with the link to the editform of the listitem
    6. Once the approver selects the regional manager and saves the form, change the status to something like Approval Pending in the PreSave Action (making sure that current user who is editing the form is in the approvers group)
    7. In the workflow, check if current status is Approval pending and send email to selected regional manager with link to editform of listitem
    8. After regional manager approves/rejects the form , (making sure through jquery that current person is in the regional manager list), change the Status to completed.

    You can hide/disable fields using jquery.
    Monday, February 29, 2016 11:28 AM