sharepoint2013
asked on
SharePoint 2007 Document Upload Approval Process
Hi Experts!
I created a document workflow process in SP Designer 2007:
1. user uploads document.docx, next...
2. user fills in the document properties eg. category, country, owner, etc then
3. clicks ok and the document goes into 'pending' - only himself can see it
4. emails to 3 users to approve/reject
5. emails to user to inform him his doc is under approval
5. approver approves the doc
6. user gets email of the outcome, its approved and public
Issue 1: After Step 2 above, i see a blank screen and the fields i tried to input were not saved. However the document was uploaded and the approvers got the email.
Issue 2: How do I detect in a "If condition".. if the document is new or changed or deleted?
I created a document workflow process in SP Designer 2007:
1. user uploads document.docx, next...
2. user fills in the document properties eg. category, country, owner, etc then
3. clicks ok and the document goes into 'pending' - only himself can see it
4. emails to 3 users to approve/reject
5. emails to user to inform him his doc is under approval
5. approver approves the doc
6. user gets email of the outcome, its approved and public
Issue 1: After Step 2 above, i see a blank screen and the fields i tried to input were not saved. However the document was uploaded and the approvers got the email.
Issue 2: How do I detect in a "If condition".. if the document is new or changed or deleted?
ASKER CERTIFIED SOLUTION
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If the file is deleted and uploaded again, it will be a new item / new version hence the workflow will start with "New item".
Sorry, after a second read I understand what you ask about:
there is no workflow in the Delete event. Actions on deletes can only be executed through custom coding in an event receiver.
HTH
Rainer
Sorry, after a second read I understand what you ask about:
there is no workflow in the Delete event. Actions on deletes can only be executed through custom coding in an event receiver.
HTH
Rainer
ASKER
Noted, so i can only detect if the item is new or changed?
ASKER
Hi Rainer,
I created the boolean field called 'update' - how do i make it hidden? don't see this option in settings.
When I mean 'if the document has changed', i mean only if the document content has changed, not the metadata... not sure why the workflow picks up metadata (one of the fields) changes as well even though the document has not changed!
I created the boolean field called 'update' - how do i make it hidden? don't see this option in settings.
When I mean 'if the document has changed', i mean only if the document content has changed, not the metadata... not sure why the workflow picks up metadata (one of the fields) changes as well even though the document has not changed!
ASKER
Any help?
ASKER