I am trying to create an approvals workflow that does the following
- Email is sent asking user listed in Product Owner/Consulting Director field once an item has been created or changed
- Once Product Owner/Consulting Director approves it’s then sent to the Finance team to approve.
- I want it to assign to Finance but an email be sent to ‘Timesheets Governance’
- Once they’ve approved, it’s added to another task list for the Finance team to approve
- Once Finance have approved then I want it to be added to another task list with the task being that changes need to be made in NAV
If the item is rejected at all I want the approver to be able to add comments as to why it’s rejected and an email then be sent to the user.
How can I go about doing this or as close as I can get?
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Ken H commented March 15, 2017
Hi Tom,
I am not sure if this can really be answered via a comment, but you have to use SharePoint Designer for this. Your approval workflow is pretty simple, but does require SPD for various task assignments and email notifications.
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Mark Jones approved March 15, 2017
Hi Tom, What version of SharePoint are you using? If you have SharePoint Designer and are on 2013 you can make a copy of the OOTB Approval Workflow and then massage the workflow as needed to create what you are looking for. Not sure how much Workflow experience you have, I am intermediate at best, but if you need any additional help I will answer as much as I can.