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How can Document Uploader set approval task due date RRS feed

  • Question

  • Hi,

    I have a need for the uploader of a document to set the approval task "due date" after he publishes the document. There will be multiple approvers, hence I am using a workflow created using Sharepoint Designer.
    Ideally he should be able to specify the due date, so that this can be included in the mail that goes out to the approvers.

    any ideas as to how can this be done, will be greatly appreciated.

    Ajey


    Ajey

    Tuesday, January 31, 2017 12:23 PM

All replies

  • Just create the approval due date as metadata on your document library and let user enter that when uploading the document. 

    In your SPD workflow create a workflow variable and set the value of that variable to your due date metadata. 

    Once you do that then you will likely modify the behavior of your task and set the due date to your workflow variable.

    Something similar to what is described in the blog below.

    http://www.sharepointjunkies.com/how-to-set-a-due-date-for-a-single-task-in-custom-task-process-in-sharepoint-designer-workflow/


    Amit

    Tuesday, January 31, 2017 1:48 PM
  • Hi Amit,

    Thanks for a quick reply, will try this out and get back to you.

    I had a related question. Is there a way to show the approval due date column on the form that shows up after a user uploads a document? I mean the form that lets the user enter the document name, approvers names etc.

    Regards,

    Ajey


    Ajey

    Wednesday, February 1, 2017 10:32 AM
  • Hi Ajey,

    Any update?

    Best regards,

    Patrick


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    Monday, February 6, 2017 11:14 AM
    Moderator
  • Hi Patrick,

    I gave a little thought to what Amit suggested above, and feel a little problem about his solution. Since SharePoint provides the automatic facility of tracking approval tasks via a tasks list, and this list also contains a date to accommodate target date for approval (tasks), it does not make sense to have another column in the document library itself to track the target task completion date. This, especially will be a problem when you need to have multiple approvers approve the document. In this latter case, SharePoint creates a task for each approver
    (with a corresponding target approval date).

    Hence it will be good if somehow the user (who uploads the document) himself can specify target approval completion dates for each approver.

    Ajey 


    Ajey

    Tuesday, February 7, 2017 11:28 AM
  • Hi Ajey,

    With Amit’s suggestion, the whole scenario will be something like this:

    1, create a date column in the library, then when uploader upload files to this library, in the edit form which will be prompted, the uploader can set the value to this data column:

    2, when designing the workflow, use the “Start Approval Process” action, we can set the “Due Date for Task Process” with the value from that date column, this “Due Date for Task Process” will be the unique and final due date for the whole approval process(also, it will be the only due date for each approver):

    After all these things are set up, for uploaders, they simply upload files, specify the “Due Date” and approvers; For all the approvers, before the “Due Date”, they must finish their tasks.

    The date column we set in the library gives the ability to uploaders to set the Due Date for the approval process when uploading files.

    The “Due Date” column in the Tasks list, it is a view only column, it is designed for indicating approvers to finish their tasks in the corresponding date only.

    Feel free to reply if there is still any doubt about the whole stuff.

    Best regards,

    Patrick

    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Wednesday, February 8, 2017 5:52 AM
    Moderator