In this video you will learn how to create OOB Two level approval workflow in SharePoint 2013 online.
Employee can submit a proposal document to manager and
manager can either approve this or reject this document. Once it is approved by
manager it will go for further approval of sr. manager and he can either approve
it or reject it. If manager or sr.manager rejects the document workflow ends
Steps to create OOB Two level approval workflow in SharePoint 2013:
Login to the site to create a
Click on Project document library
Click on Library from Ribbon.
Click on Workflow settings.
Change the workflow association
type to documents.
You can see that SharePoint 2013
supports both platforms SharePoint 2010 and SharePoint 2013.
Click on add workflow and it will
redirect to screen where you can add a workflow
Select “Approval workflow
Enter a name “Project Proposal
Leave the task list and workflow
History list as it is.
In start options just choose
“Creating a new item will start this workflow”.
Enter “Approver1” for Manager and
“Approver 2” for Sr.Manager in the approvers field.
Leave other fields as it is and
click on save.
You can observe that new workflow
has been created under SharePoint 2010 section.
Let’s test the
upload a Project Proposal document
to the Projects documents library.
Once you upload the document,
refresh the page.
You can see that new column is
added to view to show the workflow progress.
Click on “In progress” status of
the workflow and this will redirect to the workflow status page.
In this screen you can see the visio
representation of the workflow, tasks and workflow history.
Tasks represents whom it was
assigned to, title and what is the due date etc.
Workflow history represents when
workflow was started, description, logging details etc.
Login with Approver1 credentials.
Go to tasks lists and click on
task assigned to the user.
Enter comments and click on
Check the task outcome and
workflow status, you can see that one
more task has been created for Approver 2.
Now Login with Approver 2 and
approve the task assigned to approver 2.
Now you can see that workflow status has been approved.
In this video you have learned how to create OOB two level approval workflow in SharePoint 2013 online. The same way you can create three level workflow in SharePoint 2103.
you have want to see more videos on SharePoint workflows?
We are planning to create videos on workflows in SharePoint 2010, SharePoint 2013 online. Feel free to post your comments here to see what type of concepts you are looking to learn in SharePoint workflows, so we will try to incorporate them in our upcoming videos.
Devendra Velegandla is a four-time recipient of Microsoft's Most Valuable Professional (MVP) award (2014-2017) for Office Servers and Services MVP and SharePoint Server. He received the MCC award for his contributions in Microsoft MSDN/TechNet forums. He loves sharing articles, videos, and tutorial on SharePoint and Office 365.