1

I need a help with an WorkFlow.

Basically i have 3 fields: Owner (custom person field) Approver (custom person field) State (custom choice field): - Ongoing - Completed - Approved - Pending

When an user create a new item the initial default state field is "Ongoing" (need to send an email for address "x") and when the owner complete the tasks he change the State field to "Completed" (need to send an email for "Approver" field address).

After the approver check this item he can change to "Approved" or "Pending": If he change to "approved" (send an email to address "x") and end WorkFlow. If he change to "pending" the workflow need to return to first step "ongoing" and send an email to Owner.

enter image description here

Improve this question
0

1 Answer 1

Reset to default
1

You can use two workflows:

The 1st workflow:

  1. start it automatically when an item is created.

    enter image description here

  2. Send email to address "x".

    enter image description here

The 2nd workflow:

  1. Start it automatically when the item is edited.

    enter image description here

  2. If user changes the State field to "Completed", send an email to Approver. If the State field is changed to "Approved", send an email to address "x". If the State field is changed to "Pending", send an email to Owner and change the State to "Ongoing".

    enter image description here

Note: If you are sending emails to external email addresses, you need to use SharePoint 2010 workflows instead of SharePoint 2013 workflows because of the security enhancement in SharePoint 2013 workflows.

Improve this answer
1
  • @Thiago Please, don't forget to mark the answer as accepted! Commented Mar 3, 2019 at 0:11

Start asking to get answers

Find the answer to your question by asking.

Ask question

Explore related questions

See similar questions with these tags.