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SharePoint 2010 approval workflow customization for stage level approvals?

Soru SharePoint 2010 approval workflow customization for stage level approvals?

  • 12 Nisan 2012 Perşembe 05:25
     
     
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    Hi All,

    Greetings!!!

    I have the following scenario could you please help me to achieve this?

    Using OOO approval workflow I need to approve a document/list item in two(or three) stages. Let me explain,

    Whenever I create/upload a document it will go to the stage one approvers(minimum 2 approvers) if one of them from the stage one approves the document it should go to the stage two approval.

    SharePoint 2010 has facility to add levels of approvers using 'Add new stage' button. But the issue is this works only if all the approvers from the stage one approve the document then it is coming for the stage two for approval. In my case if anyone from the stage one approves it should flow to the stage two for approval.

    I tried to customizing the workflow using SPD 2010, but I am unable to achieve the same. Could you please help me out?

    Let me know if you need more information.

    Thanks,

    Royal.

    Thanks and Regards, Royal. Never work just for money or for power. They won't save your soul or help you sleep at night. !!!!!!!!!!!

     

Tüm Yanıtlar

  • 13 Nisan 2012 Cuma 05:32
     
     
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    The need is urgent. Could anyone help me out? :(

    Thanks,

    Never work just for money or for power. They won't save your soul or help you sleep at night. !!!

     
  • 17 Nisan 2012 Salı 05:52
     
     
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    May be I confused a lot .. Please see the exact need,

    1. First Level approver – Sent to all staff members in parallel. 

    • If any one of the staff members approves document, it cancels all others staff members approval tasks and proceeds to the next step TO FORWARD APPROVAL REQUEST TO STAGE 2 APPROVERS (LEADS). 

    • If any one of the staff members reject document, it cancels all others staff members approval tasks andends the workflow.
    2. Second level approver – Sent to Leads in parallel.  
    • If any one of the leads approves document, it cancels all other leads approval tasks andcompletes the workflow as approved.  
    • If any one of the leads rejects document, it cancels all other leads approval tasks andends the workflow.

    Could you please help me out?

    Never work just for money or for power. They won't save your soul or help you sleep at night. !!!

     
  • 18 Nisan 2012 Çarşamba 06:19
     
     
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    I have managed to do the requirement with two workflows. And I knew this is just a workaround not the exact ooo SharePoint 2010 feature. You can help me out if you know some hint.

    Thanks.

    Karthik

    Never work just for money or for power. They won't save your soul or help you sleep at night. !!!

     
  • 16 Ağustos 2012 Perşembe 20:48
     
     
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    Karthik -

    Did you ever get an answer to this? I am still looking for a solution to the same requirement.  Can you share how you achieved this with 2 workflows?

    Kim

     
  • 28 Kasım 2012 Çarşamba 03:33
     
     
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    Karthik -

    Did you ever get an answer to this? I am still looking for a solution to the same requirement.  Can you share how you achieved this with 2 workflows?

    - Kelvin

     
  • 29 Nisan 2013 Pazartesi 14:22
     
     
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    I'm not sure about the multi-stage solution to this. But for a single stage solution you can simply edit the 'code' in infopath. This link has some information, however the solution here will only work if all tasks at a specific level are correct. In this example, 70% of the tasks come back approved. 

    We wanted a solution where as soon as 2 people approved the document the task would be complete, but we wanted to include many more people to be sent the task - waiting for responses from them all wouldn't work - especially if people are out of the office, etc.

    • open infoPath, and connect to your site
    • on the navigation pane, select workflows
    • double click "Approval - Sharepoint 2010", when prompted select to make a copy.
    • Give the workflow a name, click OK
    • Under step 1 - click "approval workflow task (en-US)"
    • In the "Customization" box, click "change the completion conditions for this task process"

    First, let's set the value for the amount of approvals we want

    • Click "task process:completed task count"
    • click the "clear lookup" button, click OK
    • "task process:completed task count" should now have changed to a blue "value", click it
    • enter a number, e.g. 2 for 2 approvals minimum
    • click "equals", and change to "is greater or equal to"

    Now let's get rid of the superfluous logic

    • hover over, and select the line "and task process:Active Task Count equals 0", hit delete
    • hover over, and select the line "If Task Process:Future Task Count equals 0", hit delete
    • You will now have "(Insert Condition)" at the top, and you will not be able to save / publish
    • Click to the left of the If and Set logic, hit the "move up" button on the ribbon
    • Do the same for the remaining 2 lines
    • Select the box around "(Inset condition)", hit delete
    • hit save, then publish

    Now assign the workflow to a list if required, and test.