Home > SharePoint, SharePoint 2010 > SharePoint – Custom approval workflow with Dynamic Approvers using SharePoint Designer

SharePoint – Custom approval workflow with Dynamic Approvers using SharePoint Designer

In this article I will walk you through on how to implement a custom document approval workflow using SharePoint Designer.

Assuming the person to approve is set through a metadata property of the document.

Below snapshot show how the Document library looks

WFL1

Let’s start the process by opening site in SharePoint designer. From Ribbon, click on List Workflow and select the document library.

WFL2

Enter workflow name and description

WFL3

Now add action “Start Approval Process” from ribbon

WFL4

Edit step by clicking “these users” link

WFL5

Here we are going to select the dynamic approver by picking the user from current item property

WFL6

WFL7

WFL8

WFL9

Click Ok. Now select “Workflow Settings” from ribbon

WFL90

From start options we should set “Start workflow automatically when an item is created”. This will ensure for all new document uploaded into the library will go through an approval process.

WFL91

Last step is to publish the new workflow.

WFL92

Lets test the workflow. Step 1 is to verify whether the workflow got associated properly. For that open up the document library setting and open the Workflow settings.

WFL93

Let’s upload a new document. Ensure to put a valid user in “Approver” field.

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Now the workflow will kick start and the status will be “In Progress”

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A new task should get created for the Approver.

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Clicking on the Task title will bring up the “Approve/Reject” option

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Clicking Approve will complete the workflow.

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That’s all. Hope this helps.

Thanks!

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  1. Ramasamy
    June 11, 2013 at 3:55 PM

    Hi Amal,the above example for only one approver. here is my requirement which needs 3 approvers 1 2 & 3,i tried the above steps once i uploaded the document the Review status simply showing as “Reject” kindly help me in this plz..

  2. October 2, 2013 at 2:24 AM

    Thank you so much! I was trying to figure out how to do this for ages.

  3. Josh Shipley
    May 21, 2014 at 12:39 AM

    Will this solution send an email to the approver to notify them a task is pending? I tried these exact steps and received an error in the workflow. I am also assuming the site column was just added to the library.

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