批准工作流与文档集生成自定义列 [英] Approval Workflow with Document Set to Generate Custom Columns

问题描述

我对SharePoint Designer和SharePoint工作流非常陌生，但我正在使用SharePoint 2016与SharePoint Designer 2013和SharePoint 2010工作流，因为我听说它没有错误，并且具有比SharePoint更多的功能2013年工作流程。
我有一个文档集，我需要通过一个多阶段的审批链。最初，用户在文档集启动时输入数据，然后转到文档集欢迎页面以添加其文档。我添加了一个名为
"Ready to Submit"的选择下拉列表。让他们触发工作流程。当工作流程开始时，我需要为任何审批者生成一封电子邮件以审阅文档，在文档集中输入六个额外的信息，然后在文档集之前批准（或拒绝）
转到下一组批准者。

目前，我的方法是将工作流程状态设置为"待处理部门审核"，然后为此文档集的内容设置内容审批状态等待"Pending Department Review"的评论以及
Collect用户数据，然后将数据存储到Association列中。如果收集用户数据中的数据不为空，则启动文档集内容的审批流程，其中包含由列指定的用户。 

我遇到了一些困难这个，因为我没有找到足够的文件或如何解决这个问题的例子。

1。使用收集用户数据时，我在自定义表单字段中添加了用户填写，使用与我的关联列中相同的列名称（我将创建三个不同的工作流程，具体取决于下拉列表中的用户选择） ，所以虽然
他们都有一组核心字段，但每个字段都有我需要动态输入的自定义字段。看来我唯一的选择是输出到变量：收集，但我没有看到将收集
用户数据模块中的每个自定义字段的值存储到我的关联列中的方法，因为它全部存储在变量：collect中。我该怎么做，或者我应该使用"任务表单字段"？相反，在文档集批准工作流程中？

2。在"启动此文档集内容的批准过程"中，如何指定我在"站点和权限"中创建的用户组。部分？我查看了"用户指定的用户"中的选项。但没有
看我在哪里可以选择我创建的用户组。

3。有没有办法在收集用户数据中自定义自定义字段的表单，还是只在我的文档集欢迎页面上显示？

4。如何获得批准结果？ 

任何参考资料和示例都会非常有用，因为我有几个这样的要做，我不知道如何开始这个。

谢谢！

解决方案

嗨bwieland86， 

这是一篇关于Multi的博客-step审批工作流程供您参考：

https://community.spiceworks.com/topic/496510-multi-step-approval-in-sharepoint-2013

类似的问题帖子供您参考：

https://social.msdn.microsoft.com/Forums/office/en-US/d72d1c65-2fbb-4293-a0db-332a30fdc8a7/how-to-create-multilevel-approval-workflow-for- a-document-using-sharepoint-designer-2010？forum = sharepointcustomizationprevious

Part1：&absp; http://sharepointgypsy.blogspot.com/2011/10/create-state-machine-workflow-with.html

Part2：&absp; http://sharepointgypsy.blogspot.com/2011/10/create-state-machine-workflow-with_26.html

最好的问候，

Lisa Chen

Hi, I'm very new to SharePoint Designer and SharePoint Workflows, but am using SharePoint 2016 with SharePoint Designer 2013 and SharePoint 2010 workflows, as I had heard that it was less buggy and had more functionality than the SharePoint 2013 workflows. I have a Document Set that I need to push through a multi-stage approval chain. Initially, the user enters data at the initiation of the Document Set, and then goes to the Document Set Welcome Page to add their documents. I included a choice dropdown called "Ready to Submit" for them to trigger the workflow. When the workflow starts, I need to generate an email for any of the approvers to review the document, enter in six additional pieces of information to the Document Set, and then approve (or reject) the document set, before it goes to the next set of approvers.

Currently, my approach is to Set the workflow status to "Pending Department Review", then Set the Content Approval Status for the contents of this Document Set to Pending with the comment of "Pending Department Review", along with the Collect user data, and then store the data into Association columns. If the data from the Collect User Data is not empty, then start the Approval process for contents of the Document Set with users specified by a column. 

I'm having several difficulties with this, as I'm not finding adequate documentation or examples on how to go about this.

1. When using the Collect User Data, I added in the custom form fields for the user to fill out, using the same column names as in my Association columns (I'm going to be creating three different workflows, depending on user selection in a dropdown, so while they all have a core set of fields, they will each also have custom fields I need to have entered dynamically). It appears my only option is to Output to Variable: collect, but I don't see a way to store the values from each of the custom fields in the Collect User Data module into my Association columns, as it is all stored in the Variable: collect. How do I do this, or should I use the "Task Form Fields" in the document set approval workflow instead?

2. On the "Start approval process for the contents of this Document Set", how do I specify a user group that I created in the "Sites and Permissions" section? I looked through my options in the "users specified by," but didn't see where I could select the user group I created.

3. Is there a way to customize the form for the custom fields in the Collect User Data, or do they just appear on my document set Welcome Page?

4. How can I obtain the result of the approval? 

Any reference material and examples would be extremely helpful, as I have several of these to do and I'm not sure how to even begin on this one.

Thanks!

解决方案

Hi bwieland86, 

Here is an blog about Multi-step approval workflow for your reference:

https://community.spiceworks.com/topic/496510-multi-step-approval-in-sharepoint-2013

Similar issue post for your reference:

https://social.msdn.microsoft.com/Forums/office/en-US/d72d1c65-2fbb-4293-a0db-332a30fdc8a7/how-to-create-multilevel-approval-workflow-for-a-document-using-sharepoint-designer-2010?forum=sharepointcustomizationprevious

Part1 : http://sharepointgypsy.blogspot.com/2011/10/create-state-machine-workflow-with.html

Part2: http://sharepointgypsy.blogspot.com/2011/10/create-state-machine-workflow-with_26.html

Best Regards，

Lisa Chen

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