Document approval workflow in SharePoint 2013

Document approval workflow in SharePoint 2013

Here we will discuss how to create a simple document approval workflow in 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 and Click on Add a workflow.


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

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

document approval workflow in sharepoint 2013 step by step tutorial
document approval workflow in sharepoint 2013 step by step tutorial

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

document approval workflow in sharepoint 2013
document approval workflow in sharepoint 2013

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


document approval workflow in sharepoint designer 2013
document approval workflow in sharepoint designer 2013

Click Next

Provide the approvers for this workflow

document approval workflow sharepoint
document approval workflow sharepoint

Provide the document request message

document approval workflow sharepoint online
document approval workflow sharepoint online

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

document approval workflow sharepoint 2016
document approval workflow sharepoint 2016

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

create document approval workflow in sharepoint designer 2013 step by step
create document approval workflow in sharepoint designer 2013 step by step

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.

simple document approval workflow sharepoint 2013
simple document approval workflow sharepoint 2013

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

sharepoint document approval workflow examples
sharepoint document approval workflow examples

So the document has been approved successfully.

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

sharepoint designer approval workflow
sharepoint designer approval workflow

Read some SharePoint 2013 tutorials:


Hope this will be helpful.

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