none
SharePoint designer Workflow on content approval

    Question

  • Hi Guys,

    I have created 1 WF on content Approval. But this does not work as i have set this to run on "Start workflow automatically when an item is changed."

    I want to:

    1. When the item is "Approved"

     - Set field in current Item to "Approved"

     - Create similar Item in another list.

     - Delete current item

    2. When the item is "Rejected"

     - Set field in current Item to "Rejected"

    3. Send feedback Email to Item Owner(in either case Approved or Reject)

    When i perform Approve or Reject the item is reverted back to its original state i.e. Pending (I know this is default behaviour). My workflow steps look like:

    Any workaround to this is appreciated. 

    P.s. Nintex WF with same steps is working correct.

    Monday, December 26, 2016 9:53 AM

Answers

  • Hi Kodnil,

    The change of workflow status will not trigger the workflow.

    To achieve this requirement, you could create a workflow and customize an approval process in SharePoint Designer.

    Here are the steps for your reference:

    1. Create a list workflow with SharePoint 2010 Workflow platform type for this list/library in SharePoint Designer, and then add “Start Approval Process” action.

    2. Assign the approval process to approvers.

    3. Click the “Approval” process to customize the approval workflow.

    4. Click “Change the behavior of the overall task process” under Customization section. Then in “When the Task Process Completes” step, in “if Variable: IsItemApprved equals …” condition, perform other operations (such as create/delete an item and send emails).

    Best regards,

    Linda Zhang


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    • Marked as answer by Kodnil Thursday, December 29, 2016 7:06 AM
    Tuesday, December 27, 2016 1:54 AM

All replies

  • Hi Kodnil,

    The change of workflow status will not trigger the workflow.

    To achieve this requirement, you could create a workflow and customize an approval process in SharePoint Designer.

    Here are the steps for your reference:

    1. Create a list workflow with SharePoint 2010 Workflow platform type for this list/library in SharePoint Designer, and then add “Start Approval Process” action.

    2. Assign the approval process to approvers.

    3. Click the “Approval” process to customize the approval workflow.

    4. Click “Change the behavior of the overall task process” under Customization section. Then in “When the Task Process Completes” step, in “if Variable: IsItemApprved equals …” condition, perform other operations (such as create/delete an item and send emails).

    Best regards,

    Linda Zhang


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    • Marked as answer by Kodnil Thursday, December 29, 2016 7:06 AM
    Tuesday, December 27, 2016 1:54 AM
  • Hi Linda,

    I have tried these steps:

    Step 1 & 2 worked out for me. But no luck with step 4. Any Clue on this?

    Also, I can see that Impersonation Step is disabled in Approval Process. I am creating item in another list and i require this step to be impersonated.
    • Edited by Kodnil Wednesday, December 28, 2016 8:46 AM more details added
    Wednesday, December 28, 2016 7:28 AM
  • Ok.

    I have Impersonated Step 1 and it is creating list item in another list for me. MY Step 4 is also working with the custom steps i have added. My Only problem is: step 4 works when i manually reach to below screen and Approve Or Reject.

    Instead i want WF to trigger on screen below:

    IN SHORT I WANT TO CHANGE MY TASK FORM TO BELOW FORM.



    • Edited by Kodnil Wednesday, December 28, 2016 12:54 PM
    Wednesday, December 28, 2016 9:31 AM