send separate email after document has been approved

Hello, please help.

I have a document library that has an OOTB approval workflow attached to it.

One of the metadata properties of the document is a Yes/No (is the contract greater than 5 mill).

After a document has been approved, using the approval workflow, I would like to have a workflow that sendssomeone an email to notify them that 

  1. the document has been approved, and
  2. the document is a contract greater than 5 million.

I have tried to use the value Approved in the workflow column but I can't get it to work. Please see attached.

I have it so that it works when an item is changed.


Thank you in advance for helping me.

August 26th, 2015 10:32pm

hello..

u need to check two conditions in workflow...

1)check whether amount is greater than 5m and

2)current status is Approved....

no Extra things needed..

Please remember to "Mark as Answer" if it works or vote of it is helpful.

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August 28th, 2015 12:03pm

Hi Mel,

What Start Options did you set when you created the OOTB approval workflow?

After you approve the task, check if the Content Approval Status is Approved.

The Content Approval status will only be updated if the workflow is NOT enabled to run on Item Change .This issue is by design. The only way that this works is when we disable Start this workflow when an item is changed.

For your SharePoint Designer workflow, I suggest you use Wait for Field Change in Current Item for Content Approval Status instead of the IF condition.

Like the screenshot:

Thanks,

Wendy

August 30th, 2015 10:36pm

Thanks Wendy, I'll give that a go and will get back to you with the result.

Mel

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August 30th, 2015 11:05pm

Hi Wendy,

I tried your instructions and this workflow started  as soon as a document was added.

After a document has been approved (using the OOTB workflow) it marks that column has approved.

I would like to use that 'approved' to send this email.

But I can't work out what the value in the data source and field from source


August 30th, 2015 11:41pm

Hi Mel,

Are you enable Content Approval in your library settings->Versioning settings?

From the workflow image that you posted in your original question, you are using Approval Status, you need to enable Content Approval in this library.

Then for the OOTB Approval workflow, in the start options, you need to select "Start this workflow when an item is created", click Next, then check "Enable Content Approval", like the screenshot:

For the SharePoint Designer workflow, you need to use the Content Approval Status column instead of using the OOTB approval workflow status column, like the screenshot:

Thanks,

Wendy

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August 31st, 2015 12:59am

Hello Wendy,

It initiates the workflow has soon as a document is added, rather than waiting until it has been approved.

August 31st, 2015 1:58am

Hi Mel,

The OOB approval workflow(called ApprovalA) is started when an item is added. For the SharePoint Designer workflow(called WorkflowB), you can set it start when an item is added or chagned, they are ok.

Assuming the SharePoint designer workflow is strarted when an item is added. When an item is added, ApprovalA and WorkflowB are started. ApprovalA creates tasks for approvers and WorkflowB is waiting for Approved. After approvers approve tasks created by ApprovalA, the Approvel Status is approved, then WorkflowB continue to excute to check the IF condition.

Thanks,

Wendy

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August 31st, 2015 9:41pm

Hello Wendy

I have followed all your instructions, re images above, but the Workflow B fires off as soon as a document has been added (while it is 'In Progress', before it has been approved).

I changed it to 'Start workflow automatically when an item is changed', given that we have to wait for the document to go from In Progress to Approved, to see if that makes a difference but it doesn't.

I understand what you say above, but wondering if we should consider that Workflow B provides the column "Contract submission approval workflow" (see pic below) and it determines if Workflow A is in Progress or Approved. So, we could we adjust the workflow to run when this column is Approved? (I don't know how to do that of course).

Mel

August 31st, 2015 11:09pm

Hi Mel,

For SharePoint workflow, there is no an options which starts workflow when an special column is changed by default.

You can try to use Event Recevier to achieve it.

A similar post for your reference:

http://sharepoint.stackexchange.com/questions/83125/is-it-possible-to-start-a-workflow-only-when-a-specific-column-is-changed

Thanks,

Wendy

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September 3rd, 2015 2:03am

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