![]() And each time that you start the workflow manually on an item, you can modify any of these settings. You can even decide whether to divide the participants’ tasks into two or more separate stages, as well specify a final due date and/or the time allowed for each task to be completed. When you first add an Approval workflow to your list, library, or site collection, you can specify how many participants to include, and indicate whether their tasks are assigned one after another (in serial) or all at once (in parallel). How do you plan, add, run, and maintain this type of workflow?ġ. Each workflow that you add is a unique version of the basic Approval workflow, each with its own specialized way of working, based on the settings that you specify when you add it. Using this template, you can add multiple Approval workflows to your sites. The basic Approval workflow that’s included with SharePoint products functions as a template. The workflow automates, streamlines, and standardizes the whole process. (Also, if you want to include the complete graphics in your printed copy, print in landscape orientation and not portrait orientation.)Īnd a word about searching Before you search for any text or term in this article, make sure that all of the segments in which you want to search are expanded.Īn Approval workflow is a SharePoint feature that routes a document or other item stored in a SharePoint list or library to one or more people for their approval or rejection. If you want to print only selected segments, make sure that only those segments are expanded when you print. (There is also a very similar Publishing Approval workflow, created especially for use in SharePoint sites that publish webpages to the Internet.)Ī word about printing this article This is a long article. That sort of review process is called content approval, and you can use an Approval workflow to control content approval in a list or library. Once you’re familiar with the information and the article layout, you’ll be able to go straight to the segment you need on any return visits.Ĭontent approval and publishing approval You might have lists or libraries in which you want new items and/or new versions of current items to be reviewed for the accuracy of their content, or for the appropriateness of their form and style, before they’re made visible to everyone who has access to the list. If you want to add, start, monitor, and maintain workflows If you aren’t already familiar with these tasks, you might find it useful to work your way through this article, segment by segment, the first time that you design and add a workflow. The information in this article is presented in ten expandable segments.Ĭlick here for a few tips about getting the most out of this article Here’s a diagram of a very simple version of the Approval workflow. ![]() Less work for you An Approval workflow saves you and your colleagues both time and trouble, and at the same time streamlines and standardizes your approval process. The activity in a workflow can be monitored and adjusted from a central status page, and the history of events in a workflow run is maintained for 60 days after completion. You might not need any of the other segments for now.Įfficient and consistent An Approval workflow automatically routes the document or item, assigns review tasks and tracks their progress, and sends reminders and notifications when needed. If all you need to do is complete an Approval workflow task Just scroll down to the Complete segment and expand it. ![]() To create a SharePoint 2013 based workflow with similar logic, use SharePoint Designer 2013. Also, SharePoint 2013 provides these workflow templates based on SharePoint 2010 compatibility mode. Go to Site Settings > Site Collection Features > activate the Workflows feature. ![]() To make it available for use, a site administrator must activate them at the site collection level. ![]() Important: By default, the Approval workflow is not activated and is not listed in the Select a workflow template list box of the association form. ![]()
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