In SharePoint Designer workflows that are manually started, the initiation form is the page that has the “Start” button to kick off the workflow. In this 11 minute video, I show how to create an approval workflow that can be manually triggered.
I walk you through:
- Setting up the workflow so that after the approval process, the content approval status of the document automatically gets updated.
- Customizing the initiation form in InfoPath, so that the needed approvers may be selected from a people picker, and the colors are modified.
- Adding a “high priority” check box so that high priority item approvals are due in a more timely fashion than normal.
This solution applies to only the enterprise version of SharePoint and SharePoint online. This does not include SharePoint Foundation because it uses browser-based forms, which are enterprise only.
How can you learn more? This solution is actually an excerpt from chapter 10 of our book.
Click to buy the book:
Already own the book? Open it to Chapter 10, and follow the step by step instructions that start on page 256.