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Project Workspace Document Library Workflow RRS feed

  • Question

  • Hi All,

    I want to create the out-of-box three state workflow and  want create some group for each document type and assign to the workflow. I could not find any option to create new groups.


    Thanks in advance, Taj


    • Edited by arun_2014 Wednesday, April 30, 2014 1:03 PM
    Wednesday, April 30, 2014 1:03 PM

Answers

All replies

  • Taj,

    When you associate the Three State Workflow, you can specify who the Task will be Assigned to.

    I would create a column where you could specify the group of people you want to assign this task to, and use that in the configuration of the workflow.

    I have not used this with mutliple approvers, but I think as soon as the first person marks the task complete,the workflow wil move on. 

    More details: http://social.technet.microsoft.com/Forums/projectserver/en-US/eede96c4-07dd-4deb-a68f-7b6861c1740c/project-workspace-document-library-workflow?forum=projserv2010setup


    Prasanna Adavi,PMP,MCTS,MCITP,MCT http://thinkepm.blogspot.com

    Wednesday, April 30, 2014 5:29 PM
    Moderator
  • Not sure which version you are using, hence assuming 2010

    Unfortunately 3 state workflow doesn't allows you to select a group, rather only allows you to select an individual, instead you could use Approval-2010 workflow which allows you to send approvals to a group(you can create SharePoint groups on the site for the same), alternatively you can do your own workflow in SharePoint designer through which you can have the desired selection of groups


    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com

    Wednesday, April 30, 2014 9:02 PM
    Moderator
  • Hi Sunil,

    Thanks for your response, we are using project server 2013. I could not find any approval workflow. Please help me to get it. 

    I heared sharepoint / project server 2013 workflow architecture is changed and some additional configuration need to be done. Can I create a simple approval workflow using sharepoint designer and deploy it. Is there is any step by step guide.


    Thanks in advance, Taj


    • Edited by arun_2014 Sunday, May 11, 2014 8:11 AM
    Sunday, May 11, 2014 8:10 AM
  • Either you can enable the Older workflow sets which were available out of box in earlier versions like Approval workflow by navigating to site collection features >> activating workflows (check for other workflows as well) and then use them

    Or as you said, you can easily create a SharePoint designer based workflow which as per your requirement should be pretty simple

    I think workflows must have been already configured but in case not refer to this TechNet article for Installing and configuring workflow in 2013(yeah a bit additional work to get this done) http://technet.microsoft.com/en-us/library/jj658588%28v=office.15%29.aspx

    Here is a sample approval workflow, even though its for 2010, should be same for 2013 as well, though haven't tried it though http://blogs.technet.com/b/meacoex/archive/2010/11/01/get-manager-approval-in-sharepoint-designer-2010-step-by-step.aspx


    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com

    • Marked as answer by arun_2014 Monday, May 12, 2014 9:06 AM
    Sunday, May 11, 2014 2:35 PM
    Moderator
  • Hi Sunil,

    Thanks for your response, I have configured the 'Approval workflow 2010' and assigned to the document where can i see the tasks created for the workflow approval.


    Thanks in advance, taj


    • Edited by arun_2014 Monday, May 12, 2014 9:08 AM
    Monday, May 12, 2014 9:08 AM
  • Glad to hear you were able to make it work my friend

    Thanks | Sunil Kr Singh | http://epmxperts.wordpress.com

    Monday, May 12, 2014 1:26 PM
    Moderator