Thursday, September 20, 2012

SharePoint: Start an Approval Workflow

  • Point to the name of the document or item for which you want to start a workflow, click the arrow that appears, and then click Workflows
  • Under Start a New Workflow, click the name of the Approval workflow that you want to start.
  • Type the names of the people you want to approve the document or item on the Approvers line, or click Approvers to select people and groups from the directory service.
     NOTE    If your workflow is a serial workflow, type or select the names of the workflow participants in the order in which you want the tasks to be assigned.
  • If you are including groups as workflow participants, select the Assign a single task to each group entered (Do not expand groups) check box if you want only one task notification to be assigned to the group instead of individual task notifications for every group member.
  • If you want to include a message or specific task instructions, type this information in the text box under Type a message to include with your request.
  • To specify when the task should be completed, under Due Date, do one of the following:
    • For a serial workflow, type a number, and then select either Day(s) or Week(s) as the increment of time.
    • For a parallel workflow, type or select a date under Tasks are due by.
    • If you want other people to receive notifications (not task assignments) when the workflow is started, type their names on the CC line, or click CC to select people and groups from the directory service.
  • Click Start.

  • 1 comment:

    1. code of virginia emergency protective order
      To start an approval workflow in SharePoint, navigate to the document or list, select the item, initiate the workflow, choose the appropriate approval workflow template, start the workflow, submit for approval, track progress, respond to approval requests, complete the workflow, and review and analyze the process. This will streamline the approval process for documents, items, or tasks within your organization.