Andrew Connell

SharePoint 2013 Workflow: Approval workflow that Uses a Custom Initiation Form

This basic workflow scenario supports a document review and approval/reject process. The workflow assigns a task to a reviewer, who evaluates the draft, makes comments as necessary, and then concludes the task by either routing the document back to the writer for revisions.

This basic workflow scenario supports a document review and approval/reject process. The workflow starts when a document is added to a specified “Drafts” SharePoint library.

The workflow assigns a task to a reviewer, who evaluates the draft, makes comments as necessary, and then concludes the task by either routing the document back to the writer for revisions, or forwarding it to the editor for editing and release. Additional tasks are assigned, depending on the branch.

If the document was returned to the writer for revisions, the writer completes the revision task, and the workflow loops back to the reviewer. When the document is forwarded to the editor, the task completion adds the finished doc to another document library named “manuscripts”.

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Andrew Connell
Founder & Chief Course Artisan, Voitanos LLC. | Microsoft MVP
Written by Andrew Connell

Andrew Connell is a web developer with a focus on Microsoft Azure & Microsoft 365. He’s received Microsoft’s MVP award every year since 2005 and has helped thousands of developers through the various courses he’s authored & taught. Andrew’s the founder of Voitanos and is dedicated to delivering industry-leading on-demand video training to professional developers. He lives with his wife & two kids in Florida.