Document approval workflow in SharePoint 2013

Document approval workflow in SharePoint 2013
InfoPath alternatives for form designing SharePoint

In this article I have explain how to create a simple document approval workflow using sharepoint 2013.

First open sharepoint site and create the custom document library using the Document Library template. Then Open the document library and from ribbon Click on workflow settings like below:

Document approval workflow in SharePoint 2013
Document approval workflow in SharePoint 2013

Then in the workflow settings page select Workflow association type as “Document” like below anf Click on Add a workflow.

document approval workflow sharepoint 2013 online
document approval workflow sharepoint 2013 online

Also read: How to use asp.net repeater control in SharePoint 2013 using Visual Studio 2013?

Then Select approval workflow -> Provide name of the workflow “Approval Status”

document approval workflow sharepoint 2013 online 1
document approval workflow sharepoint 2013 online 1

 

Then create a new task list for this workflow like below:

document approval workflow sharepoint 2013 online 2
document approval workflow sharepoint 2013 online 2

Then Uncheck Allow this workflow to be manually started and check the box Create a new item will start this workflow.

document approval workflow sharepoint 2013 online 3
document approval workflow sharepoint 2013 online 3

Click Next

Also read: Managed metadata service in SharePoint 2013

Provide the approvers for this workflow

document approval workflow sharepoint 2013 online 4
document approval workflow sharepoint 2013 online 4

Provide the document request message

document approval workflow sharepoint 2013 online 5
document approval workflow sharepoint 2013 online 5

Check “Automatically reject the document if its rejected by any user” : So it will reject the document if its reject by any one of the users.

Check “Automatically reject the document if it change before the workflow has been completed”: So the document has been rejected when the user has been deleted or changed

document approval workflow sharepoint 2013 online 6
document approval workflow sharepoint 2013 online 6

Click Save. So now you can see the simple Approval Workflow has been created.

document approval workflow sharepoint 2013 online 7
document approval workflow sharepoint 2013 online 7

Now open Document library upload the document. Now you see the Approval status has been InProgress

document approval workflow sharepoint 2013 online 8
document approval workflow sharepoint 2013 online 8

Now login as approvers username and password to approve the tasks. Enter you comments and click approve or reject.

document approval workflow sharepoint 2013 online 9
document approval workflow sharepoint 2013 online 9

After approval of both from both users you can now see the status of the document

document approval workflow sharepoint 2013 online 10
document approval workflow sharepoint 2013 online 10

So the document has been approved successfully.

If you need to read the comments provided by the approver click on the approved status link.

document approval workflow sharepoint 2013 online 11
document approval workflow sharepoint 2013 online 11

Hope this will be helpful.

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