Monday, August 23, 2010

Approval Workflow using SharePoint Designer and updating the status in the List.

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01. Open Sharepoint Designer
02. Click File -> New -> Workflow
03. Give a name to the workflow
04. Select the List to be attached to Workflow in the drop down box
05. Select the workflow to start option
      -> Automatically start the workflow when an item is created
06. Click Next
07. In the Actions
      -> Click on "Collect Data from Users(Output to variable:collect1)
      -> Click Next
      -> Enter the Name and Description
      -> Click Next
      -> Click Add
      -> Enter Field Name ApprovalStatus1
      -> In the Drop Down select (Choice menu to chose from)
      -> Click Next
      -> In the Choice Menu
      Accept
      Reject
      -> Click Finish
      -> Click Finish
      -> Click on "this user" and select username
08. In the Actions
      -> Select "update item in this list"
      -> Click on this list
      -> Click on add
      -> Select the column name to be updated
      -> Click on fx
      -> Select as WorkflowData in DataSource
      -> Select variable:collect1 in Field
      -> Click Ok
      -> Click Ok

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