If this is the first time that this workflow has been run, the other participants might need information and assistance in order to complete their assigned tasks. Many thanks to Kerem Yuceturk from Microsoft who gave me the hint. Don’t forget to include any additional instructions or resources that participants might need, including: If appropriate, a note about single tasks assigned to entire groups or distribution lists. After you’ve added and configured the workflow, anyone with the necessary permissions can start the workflow on a specific item. Important: Note that the workflow history is provided for informal reference only. So each workflow had a individual run context and was run on the pretty old but still fancy SharePoint2010 workflow … Microsoft Flow then records the response as an Output and you can use the logic (i.e. Here’s how Frank sets up his two-stage parallel review. Microsoft Flow then records the response as an Output and you can use the logic (i.e. Open the Flow and immediately click the link at the bottom to go into “advanced” mode. If only a single task is assigned to an entire group that you belong to, then any member of the group can claim and complete that single task on behalf of the whole group. Automated. You’ll find instructions for claiming a group task in the Complete segment of this article.). Any text that you enter here will be recorded in the Workflow History and will also appear in the Consolidated Comments field (3) for subsequent participants. In the Settings group, click Workflow Settings. On the Workflows: Item Name page, under Running Workflows, you’ll find a list of instances currently running on the item. You might have lists and libraries in which you want new items and/or new versions of current items to be reviewed for the accuracy of their content or the appropriateness of their form and style before they’re made visible to everyone who has access to the list. (This way, only one person does the necessary work. I used Tweet Approval Request (I have a way with words). (The triggering event or events are specified in the first page of the association form, during the original association and configuration of the workflow. To see if Flow run history has a successful execution, you can click to view it. Rather than immediately publishing, it instead asks for a short comment summarising the changes, then submits it to the relevant person or team for approval. In the opened item, click the Open this task button on the message bar. Once configured, a Flow becomes available form the Flow menu that send starts and approval process, however it is missing one key feature. (Each member of the group will receive a task notification, but any one member can claim and complete the single task on behalf of the whole group. Entering a name here doesn’t result in the assignment of a workflow task to that person. To specify a new due date    Type a number here and then specify the duration units in the following field. If it has, adjust the settings of your filter accordingly. (After you add the workflow, be sure that appropriate permissions are set for the new lists.). If there’s anything you want to change about how it works, see the CHANGE segment of this article. There are two ways to change tasks that are already assigned but not yet completed: Permissions   To make any change to a single task that’s assigned to someone other than yourself, you must have the Manage Lists permission. They can be anything you want, not just Approve or Reject. In the area just below the Workflow Visualization, click the Update active tasks of Approval link. To close the task form without saving any changes or responses, click this button. Creating a Flow from a SharePoint Online document library reveals a template "request managers approval for selected file" Flow. ), Describe the change that you want made, and supply any information that the person making the change will need. Click through the content-type options in the drop-down menu to discover which one displays the workflow you want. Or Red and Blue. Task lists and history lists: Existing or new? Outside participants    There is a special process for including participants who aren’t members of your SharePoint organization. Any new information that you supplied is included in the Delegated by text in the new task notification (number 1 in the following illustration). On the Workflows page for any item, you’ll find a list of the workflows currently running on that item. Note: A workflow added to the whole site collection must be added for items of a single content type only. Make your changes in the form that opens, and then click UPDATE. In this process, a site member acts as a proxy for the outside participant: Include the email address of the outside participant in the appropriate Assign To stage on the second page of the association form. By Microsoft. In this segment, we identify the decisions you need to make and the information you need to assemble before you add a version of the Approval workflow. Condition) to continue the flow based on the Output (response). The order of the names or addresses doesn’t matter. Start and wait for an approval. By the way, the same experience is available on the Flow mobile app as well. Here is the logic I'm thinking about having: When an item is created > approvals start> Approval is sent to the first supervisor > Supervisor can approve or decline. When all of the settings in this page are the way you want them, click Next. participating in the mix. On the Workflow Settings page, under Show workflow associations of this type, specify if you want the workflow to run on the document, list, or a folder and then click Add a workflow. The serial option can be useful if, for example, you set up the workflow to end after the first rejection — or if you want participants further along to be able to look at comments from earlier participants as part of the context of their reviews. 4. The document /list item can be rejected by anyone of the approvers. When the workflow is complete, the whole history of that run (or instance) can be reviewed for up to 60 days on the Workflow Status page. I have provided detailed instructions on how to set it up in this post. So go through the links provided analyse the requirement. Instead, you use the task form to register all of your responses.). Site collection administrators can view at a glance: How many workflows based on each workflow template currently exist in the site collection. From the same page, statistical reports on the performance of this workflow version can be created. Here, under the illustration of each section of the Workflow Status page, you’ll find the monitoring questions that the section answers. The advantage of an automatic start is that no one has to remember to start the workflow. A content type can be as basic and generic as Document or Excel Spreadsheet, or as highly specialized as Legal Contract or Product Design Specification. Select the template titled Start approval for new documents and notify via Teams.