Join us as we explore the out-of-the box SharePoint Approval Workflow in SharePoint Designer 2013.
In this session we will learn:
•How to customize the many approval emails
•How to change the number of approvals required to complete the workflow
•How to use information provided by the user to customize the approval process
•And much more…
Take this information back to the office and become the workflow Rock Star you’ve always wanted to be.
2. House Keeping
Complete session evaluations in Guidebook
Decks will be posted. Be patient.
Complete Vendor Bingo to win cool prizes
Thank the Sponsors & Volunteers
Have Fun!
5. Agenda
Quick look at Approval Workflow in browser
Examine Approval Workflow in SharePoint Designer
Create your own initiation form
Change number of approvals required
Modify emails
Questions
37. Do NOT edit the out-of-the box Approval workflow
38. Approval
Workflow in
SharePoint
Designer
Copy and Modify –
Enter a name & description
Content Type defaults to all
Select specific content type
allow more columns to be
used in the workflow
Associate site columns to
workflow
95. What did we cover?
Quick look at Approval Workflow in browser
Examine Approval Workflow in SharePoint Designer
Create your own initiation form
Change number of approvals required
Modify emails
96. Thank You!
• Please fill out your evaluation
• Thank your sponsors
• Find Me
• @TamaraBred
• HeyTamara.com
• Tamara.Bredemus@rbaconsulting.com
Editor's Notes
SP 2013 does not have OOTB Workflows
SP 2013 does not have OOTB Workflows
Manual startForm will appear to usersUsers may change values
Specifically, these actions will run every time an individual task is completed. You can customize the logic here using the workflow commands in SharePoint Designer, like conditions, actions, and else-if statements. You can also add task behavior actions, like the Set Content Approval Status and End Task Process.
From the summary page, if you change the behavior of a single task, you’re taken to another full-screen workflow editor where you see the individual task events, such as when it’s assigned, pending, expires, and so on. Tons of emails to modify
Use this to perform actions at different stages of the workflow. You can also do this at the top level.