Posts tagged Workflow

For the last week now, Michael and I have been struggling with a very persistent workflow issue. An approval workflow that we have created, works fine when it’s started by an administrator, however when it started by a regular user, then the approval process won’t work. The workflow is activated with the permissions’ of the user that started it, not the permissions of the approver or the author. It isn’t currently an issue for the work we’re doing, but it will need to be fixed for use in a real world environment. Googling the problem didn’t seem to help, there were too many vague “fixes”, that required complicated multiple workflows that never seemed to work. There didn’t seam to be a solution to this problem anywhere on the internet. However, I then remembered that someone gave me a large SharePoint 2010 book as a “congratulations for getting the job”, so I decided to see if I could find a solution in there. The solution showed itself almost immediately.

The answer is: High-Privilege Workflows. I found this solution to be extremely easy carry out, and it solved our workflow problems 100%. A high-privilege workflow runs with the permissions’ of the person who created the workflow. While editing the workflow, you simply click in the area just below the first step, go to the “insert” section of the ribbon bar and click “Impersonation Step”. This adds a new step into the workflow that carries out the actions within it using the permissions of the workflow author.

I find it embarrassing that the solution was so simple, however I thought I might write a post about it,  incase any others users were coming across the same issues.

 

workflow

RE

A workflow is often described as a series of tasks that produce an outcome. A workflow in Microsoft SharePoint Online is the automated movement of documents through a sequence of actions related to a business process. SharePoint offers a three state workflow.

The three state workflow is used to manage business processes that require organisations to track the status of an issue or item through three different states and two transitions between the states. With each transition between states, the workflow assigns a task to a person and sends that person an e-mail alert about the task. When this task is completed, the workflow updates the status of the item and progresses to the next state.

The three state workflow is designed to work with the Issue Tracking list template, but it can be used with any list that is set up to contain a Choice column with three or more values. The values in this Choice column serve as the states that the workflow tracks.

Workflows can streamline the cost and time required to coordinate common business processes, such as project approval or document review, by managing and tracking the human tasks involved with these processes. http://technet.microsoft.com/en-us/library/dd285475.aspx