sharepoint hierarchical workflow

mshaji
mshaji used Ask the Experts™
on
Dears,

 I have a SharePoint custom list form. If a new item is inserted then I need a hierarchical workflow to approve it.

I mean if a user inserted a new item to this list then it must approve from his manager. So the item will be visible for all users once its approved from his manager.

How can I achieve this.  I am using SharePoint 2010.

Regards
Shaji
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Jamie McAllisterCloud Expert
Most Valuable Expert 2013
Top Expert 2014

Commented:
Even on a custom list you can add the out of the box Approval workflow to achieve this.

Go to your list and in the ribbon find "Workflow Settings".

Within there you can add a workflow. Add "Approval - SharePoint 2010" and set the approver to be your manager.

Make sure the advanced list settings are set to 'require content approval' for items in your custom list. Job done.

Author

Commented:
Hi,

This is fixed. Instead I need it to be dynamic. I mean, each employee's manager will be diffident. If an employee inserted an item to this list from HR department then it should approve from HR department manager, If an employee inserted an item to this list from finance department then it should approve from finance department manager, and so on.

So how we can achieve this type of workflow.

Regards,
Cloud Expert
Most Valuable Expert 2013
Top Expert 2014
Commented:
In SharePoint 2010 it is possible to modify the OOTB workflows. Perhaps you should clone the workflow first and leave the OOTB one in place.

Here are the considerations;

http://sharepointresourcecenter.com/sharepoint-2010-workflows-out-of-the-box-workflows-customizations.html

Here is how to do it specifically for introducing dynamic approvers to the Approval Workflow;

http://blog.symprogress.com/2011/03/sharepoint-2010-dynamic-approvers-for-oob-approval-workflow/

This must be done using SharePoint Designer, which you can obtain for free here;

 
Microsoft SharePoint Designer 2010 (32-bit)
http://www.microsoft.com/download/en/details.aspx?id=16573
 
 
Microsoft SharePoint Designer 2010 (64-bit)
http://www.microsoft.com/download/en/details.aspx?id=24309

Some guidance on using SPD if you're new to it;

SharePoint Designer Introduction
http://www.youtube.com/watch?v=tpwEUA9IGdY
 
http://www.youtube.com/watch?v=QDr_Akh8XH0
Daryl SirotaDirector of Technical Services
Commented:
if you are using SharePoint 2010 Server and have User Profiles defined (and maybe even being imported from Active Directory) whereby their manager is defined in their profile... THEN, Manager is a variable inside SharePoint Designer.

See http://blogs.technet.com/b/meacoex/archive/2010/11/01/get-manager-approval-in-sharepoint-designer-2010-step-by-step.aspx for details.

Now, if you are running Foundation, then I'd hack around by creating a list of all employees with their manager, and creating a workflow that would lookup the employee in that list, get their manager, and continue the workflow from there.

Author

Commented:
Thanks dear FastFngrz for the kind support.

Actually in the installed SharePoint, my sites and user prifile pages are not found. Then I followed some instructions to activate and implement my sites and my profile services. But unfortunately i stuck.

While I create User profile page  by going through Create site collection and used template as My Site Host under Enterprise then I got error like:

The operation that you are attempting to perform cannot be completed successfully.  No content databases in the web application were available to store your site collection.  The existing content databases may have reached the maximum number of site collections, or be set to read-only, or be offline, or may already contain a copy of this site collection.  Create another content database for the Web application and then try the operation again.

Any Idea about this issue

Regards
Daryl SirotaDirector of Technical Services
Commented:
To store User Profiles, you'll need to create a brand new SQL content database, generally in a new Web Application (according to best practices)

A really excellent guide on setting up User Profile Sync (and understanding how it works) is at  http://www.harbar.net/articles/sp2010ups.aspx

Author

Commented:
I've requested that this question be deleted for the following reason:

For time being delete it and later i will ask it agian
Jamie McAllisterCloud Expert
Most Valuable Expert 2013
Top Expert 2014

Commented:
mshaji,

You have effectively asked three different questions in this thread and received a lot of expert input. Rather than deleting and re-asking the question I suggest you award some points for the work provided. There is plenty of good reference material here other users would find useful.
Jamie McAllisterCloud Expert
Most Valuable Expert 2013
Top Expert 2014

Commented:
I recommend option 3.

There are three questions asked in this thread;

1. How to add an Approval workflow to a custom list

2. How to have dynamic approvers for workflows

3. How to enable User Profiles in SharePoint Foundation

Each question is answered correctly in posts;

37854607
37854787
37919193

Therefore I suggest that points are split across each of these posts equally at Grade A.

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