SharePoint 2010:  Workflow Help

I have a simple workflow I would like to create.  The OOTB Approval doesn't meet my need and generates tasks and stuff I don't need.

The list is record of travel requests for our organization.  Each needs to be approved.

Here is what I would like the workflow to do:

  1. When a list item is created, generate an email (formatted with some item information (I can do this part)) to the approvers
  2. If the item is approved, generate an email to the traveler (traveler column - display name used) then end the workflow
  3. If item is rejected, generate an email with instructions to traveler to a) correct entry and save to start the approval process again, or... b) cancel (delete) request, then end workflow

If the user corrects and resubmits I want it to change the approval status to PENDING from REJECTED and start the process over

I have a checkbox if the user is going to cancel the record.  That way we keep the record for history but it doesn't impact anything else we do.  I would like that if the workflow is running and sees that the current item CANCEL field checked then the workflow ends as well.

Not sure which is the best start?  I would prefer this to work when item is created or changed but don't want to send an email to approvers unless it's new or a REJECTED item is resubmitted.

Any advice?  I've taken a workflow class but this is my first adventure into actually creating one.



September 4th, 2015 11:41am

Hi Steve,

Using SharePoint Designer will be the best option for the above scenario. 

Check the following links for creating the approval workflow in SharePoint using SharePoint designer:

http://sharepoint-works.blogspot.com/search/label/Workflows

http://www.wonderlaura.com/Lists/Categories/Category.aspx?CategoryId=7&Name=workflows

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September 4th, 2015 12:19pm

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