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Custom Approval Workflow

  Asked By: Kimberlee    Date: Oct 30    Category: Sharepoint    Views: 2291

I am the Sharepoint Admin for a Chase business unit. I have NO formal training
in Sharepoint or Sharepoint Designer. And the company did not purchase a
technical support contract. So what I know and learn is through often laborious
and frustrating trial and error. (I have been absorbing Sharepoint or Sharepoint
Designer for about 8 months) I have searched the Microsoft help section, posted
on discussion groups and searched the web pretty thoroughly, but am coming up
empty on my issue.

I am looking for help or a lead in a worthwhile direction. My issue is:

I need to create a workflow that will:
1) Send an email alerting specific users (about 30) that a document is ready
for their review/approval or rejection.
2) Allow the to vote - Approve or Reject
3) Upon an approval, log to history
4) Upon rejection, notify the document's creator of the rejection.
5) Will NOT be completed or proceed to the next step until all 30 users have

I have tried an "assign form to group", but it does not return any task IDs so
corresponding emails are impossible. I have tried "collect data from User", but
the workflow shows "Completed" after just 1 person votes.



3 Answers Found

Answer #1    Answered By: Vidisha Pathak     Answered On: Oct 30

Have you tried simply using the built in approval  workflow configured for
serial approval? Set it to be complete when all 30 have responded. You can
create a group  that contains the people who need to approve  the document  and
then expand the group in the Workflow.

Answer #2    Answered By: Malcolm Maxwell     Answered On: Oct 30

No, I have not tried the out of the box solution .... Will it also allow me to
generate emails  when a document  is rejected?

Answer #3    Answered By: Mayur Mandal     Answered On: Oct 30

If the document  is rejected, the submitter gets notified of such.

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