I am trying to create a Workflow from a Task List that I have. The list admin has the ability to send every individual (listed as an “approver” on the list), an email asking them to fill out a specific column of the task.
Once they have filled it out, the admin should then be able lock the list with everyone’s answers. Is a Workflow necessary for this? Specifically, the emailed users should only be able to make changes to their assigned tasks.
Also, I’d need a digital signature to be attached to their changes showing that they were the ones who made the changes.
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Fred Y Answered question October 26, 2018
Hi, Colby.
There are two parts to your question:
- Locking of list items – you can accomplish this by declaring an item as a record. It is a bit tricky though incorporating this in a workflow.
https://support.office.com/en-us/article/declare-any-list-or-library-item-as-a-record-5d09480c-4b6b-4d3d-b46c-8b90a0f56f59 - Digital signatures – this is not available out-of-the-box in SharePoint. You may want to check 3rd party add-ins that has this functionality. In some situations, having the Versioning enabled would suffice to track individuals who revised the list item.
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Fred Y Answered question October 26, 2018
When you mention every individual will fill in one column, is it one item that will be updated by all approvers?
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Chanakya Jayabalan Answered question October 24, 2018
