Automatically approve document set after approving documents inside document set

Masoud Sedighi 21 Reputation points
2020-12-01T08:43:32.79+00:00

I have created document set for my library and activated content type approval and major and minor versioning.
Now i have made a out the box approval workflow that starts when documents published as major version, but this workflow stars just for documents inside document set, I am looking for a way with sharepoint designer or some thing else that automatically approved document set when all documents inside document set are approved or can start workflow for document set when it is published as major version.

Regards
Masoud

Microsoft 365 and Office SharePoint Server Development
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  1. Allen Xu_MSFT 13,861 Reputation points
    2020-12-02T03:03:11.71+00:00

    Hi @Masoud Sedighi ,

    As you activated major and minor versioning in your library, I think it may be a library whose content changes frequently and flexibly in your environment. My concern to your requirement is that if the documents in your document set are changed or new documents are created in the document set, Does the status also need to be dynamically changed from "approved" to "Pending"? Per my knowledge, it is hard to be achieved by SharePoint Designer.

    I hope this information has been useful, please let me know if you still need assistance.


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  2. Masoud Sedighi 21 Reputation points
    2020-12-02T08:38:29.92+00:00

    I am working on a DMS, and I have for each Document No, 2 or 3 related files ( one Auto Cad file, Excel, PDF file) because working with Document Set and getting approval can be a bit difficult, If I decide to do not use document set and instead of that for each related file I add one row (item) in the library and use same Document No (meta data) for related files is not better?

    After also I can create a view (group by Document No) and see all related files for each Document No.

    This solution is okey?


  3. Masoud Sedighi 21 Reputation points
    2020-12-04T11:28:35.42+00:00

    If I create another library as a repository and create document set on it and define a workflow on previous library when each Document approved,
    by workflow will create Document set on Repository library and copy file/copy link to the Document set

    We can check by workflow if there is Document set with the same name or No?

    If there is not Document set with the same name then workflow create document set and then copy file or copy link to Repository library.

    If there is before same Document set just copy file/copy link to that.

    I do not know this solution is okey or No?


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