sharepoint document approval

Question

Taquet, Bernadette 0

How to create a flux of approval in sharepoint

1 answer

Answer 1

that's not quite a simple question to answer.

there are several factors and needs for this.

I think the best I can do is show you step-by-step guides on how you should study the subject.

Workflow for approval in SharePoint, general steps:

Create a list or library in SharePoint to store the items or documents that require approval.
In the SharePoint site, go to the "Site Contents" page, and click "add an app" to add a "Custom List" or "Document Library" app.
Create the necessary columns in the list or library to store the relevant data, such as the item title, the person who requested the approval, and the status of the approval process.
Open SharePoint Designer and connect to the SharePoint site where you created the list or library.
In SharePoint Designer, click "List Workflow" or "Library Workflow" to create a new workflow for the list or library.
In the workflow editor, add the necessary actions and conditions to define the approval process. For example, you might use the "Send an Email" action to notify the person who needs to approve the item, and the "Wait for Field Change in Current Item" action to wait for the approval status to change.
Add the "Approval" task action to the workflow, which will assign the approval task to the appropriate person or group. You can specify the task details, such as the due date and the outcome options.
After the approval task is completed, the workflow can update the approval status in the list or library, and send notifications to the relevant parties.
Test the workflow to ensure that it works correctly, and make any necessary adjustments.
Publish the workflow to the SharePoint site.

Good luck, and I hope this is help u.

Regards