1. Jonathan Weaver SharePoint Saturday
SharePoint Designer Custom Workflows: Making the Approval Process Dynamic
Jonathan Weaver
SharePoint Saturday

2. Session Feedback
Please complete session feedback form located in your attendee bag and return to the registration table once completed.

3. Thank you to our Sponsors
Platinum Sponsors
Gold Sponsors
Raffle Sponsors

4. SHAREPINT The Summit Restaurant Time: 5:30pm to ???
SPONSORED BY:
The Summit Restaurant
Located inside Cincinnati State Technical College
Time: 5:30pm to ???
Remember to get your complimentary drink tickets during Closing Remarks!

5. Jonathan Weaver jweaver@smarter-consulting.com @j_weaver74
SharePoint Consultant, Solution Architect
WaterOne, Smarter Consulting
20+ years in IT industry
DEV, BA, QA, SharePoint
Into logic puzzles
SuDoKu, Rubik’s Cubes, Jigsaw Puzzles
Logic and If/Then puzzles
Workflows, Forms, Business Process Management

6. Agenda Business Scenario Basic Approvals SharePoint Designer Questions
Approval Process
Users
Customization
Customize Task
Add Task Link to List Item
Questions

7. Business Scenario
I need to have 2 people approve/reject the task simultaneously, but they both must respond before moving on to the next approver. If either approver rejects, capture comments and mark the task as failed.

8. Basic Approvals Serial – One at a time Parallel – All at same time
Upside – Create a chain of approvers and stop it whenever someone rejects it.
Downside – One at a time
Parallel – All at same time
Upside – Can send out to a whole mailing list at same time
Downside – First to respond wins
Stages
How does Outlook work?
All approvals at once
Each approval is individual and doesn’t affect the others

9. SharePoint Designer
Create Approval Process

10. SharePoint Designer
“These Users” section
Groups

11. SharePoint Designer
Approval (n) section

12. SharePoint Designer
Approval (n) section
Completion Conditions

13. SharePoint Designer
Approval (n) section
Behavior of single task

14. SharePoint Designer Approval (n) section
Behavior of overall task process

15. Let’s create a basic Approval
DEMO
Let’s create a basic Approval

16. SharePoint Designer: Approval Process
Create Approval Process – We need 2 of these to run at the same time.

17. SharePoint Designer: Approval Process
Approval (n) section
Behavior of single task

18. SharePoint Designer: Approval Process
Approved or Rejected?

19. SharePoint Designer: Approval Process
Now do something as a result
If Rejected – Send an and stop the workflow
If Approved – Continue on with workflow

20. SharePoint Designer: Approval Process
Include the comments in the

21. Changing Approval Task Email
Adding a link into the OOB Task

22. OOB vs Custom

23. Open Approval Task and Change Behavior of Single Task

24. Change the Task Email Template

25. Adding Approval Task Link to List Item
Adding a link to the Workflow Task into the List Item

26. Add Task URL field to List Item

27. Open Approval Task and Change Behavior of Single Task

28. Update Task Process

29. Workflow Status Screen
What does it all mean?

30. SharePoint Designer: Approval Process

31. Microsoft Flow
How do I do this?

32. Microsoft Flow: Approval Process

33. Microsoft Flow
How do I do this?
DEMO

34. Questions?

35. Session Feedback
Please complete session feedback form located in your attendee bag and return to the registration table once completed.

36. Thank you to our Sponsors
Platinum Sponsors
Gold Sponsors
Raffle Sponsors

37. SHAREPINT The Summit Restaurant Time: 5:30pm to ???
SPONSORED BY:
The Summit Restaurant
Located inside Cincinnati State Technical College
Time: 5:30pm to ???
Remember to get your complimentary drink tickets during Closing Remarks!