Hello SharePoint peeps,
I am hoping to solve an issue that senior management has with usability (lack of) in SharePoint (2013 in this case) when it comes to task approval emails and the painful approval process that follows. The current solution is to click open the task itself from email and guesstimate your way to the workflow approval step. This OOB approach is functional but not effective solution and lacks the charm that we all know SharePoint is hiding somewhere 🙂
I am aware of item view and item edit page URLs from SPD but is there a unique URL for each task that you can add to SharePoint Designer task email that directly takes you to approve page for that task (goal is- reduce clicks and guess for approval)? If we need to take this a step further with a one click approve from email itself, I appreciate any guidance. I hear some third party solutions also address this, I’m more curious about custom or OOB solution unless third party is absolutely required.
Thank You for your time!
Samir Raut
Samir,
Not sure if this will work for your purposes… it’s technically a two-click process.
We put the actual approval fields IN the forms. The manager gets an email with a link to the form. They click that link which opens the form. Scroll down to the Approval section and they select approved or rejected radio button in form and click Submit approval button. And they’re done.
Using rules, the user name of the approver and the date/time stamp are collected as soon as they select the radio button.
