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


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


Enter workflow name and description


Now add action “Start Approval Process” from ribbon


Edit step by clicking “these users” link


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





Click Ok. Now select “Workflow Settings” from ribbon


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.


Last step is to publish the new workflow.


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.


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


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


A new task should get created for the Approver.


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


Clicking Approve will complete the workflow.


That’s all. Hope this helps.


  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.

    December 8, 2014 at 1:34 AM

    It is a genaral description to create and run a workflow
    for those who is going to create a new workflow an analytic example from you if you have the kindness, with all steps (this step to create,to upload a doc for approvment,how to set emails,to set different actions in accordance to the steps which the administrator would like to create ,…) may be quite helpful
    thanks in advance

  5. Louise
    September 15, 2015 at 1:01 PM

    I have completed this but for some reason the workflow fails unless the initiator has approve permissions. There is unique permissions on the list as it is an approval process for the news centre as part of our Intranet.

  6. scott
    September 17, 2015 at 7:35 AM

    thanks buddy!!!! šŸ˜€

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