How To Create A Document Approval Workflow In SharePoint Online

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  • เผยแพร่เมื่อ 3 ก.พ. 2025

ความคิดเห็น • 16

  • @LuiIacobellis
    @LuiIacobellis  2 ปีที่แล้ว

    Click the following links to learn more about the WalkMe digital adoption platform:
    WalkMe Website: bit.ly/3BBrWTJ
    WalkMe Digital Adoption Platform: bit.ly/3Y36UGO

  • @choochoo2246
    @choochoo2246 ปีที่แล้ว +9

    It's a pretty useful demo of the workflow feature in SharePoint, but I think it's a little more confusing than needed because he's also pitching the WalkMe Digital product at the same time...

  • @PsycholoJeez
    @PsycholoJeez 11 หลายเดือนก่อน +1

    Hi, if I download the file, how do I know if it is already approved? Can we put some signature or name/time stamp on the document? Thanks!

    • @LuiIacobellis
      @LuiIacobellis  11 หลายเดือนก่อน +1

      Hi there, this workflow doesn't actually modify the file content and thus it will not provide any indication that the file has been approved. This could be done in a number of ways including using a third party e-signature solution, modifying the file name after approval etc hope this helpsn

  • @ahungrymann
    @ahungrymann 9 หลายเดือนก่อน

    That was excellent , do you have any video on how you added the forms to sharepoint?

  • @rameshkanason4577
    @rameshkanason4577 ปีที่แล้ว +1

    Hi Lui, how do you setup this workflow?

    • @LuiIacobellis
      @LuiIacobellis  ปีที่แล้ว +1

      Hi there, this doesn't require any setup. It is available by default if you have the Microsoft Approvals app enabled in your Microsoft environment then this should be available. Hope this helps and thanks for watching

  • @argniests5357
    @argniests5357 ปีที่แล้ว

    Thanks for the video. I have similar question. Just to clarify, It looks like what you showed is meant to be a one time approval process, is that correct? So if there were 100 documents that needed approval (using your technique), you would have to do this 100 times?

    • @LuiIacobellis
      @LuiIacobellis  ปีที่แล้ว

      Hi there, yes this method is entirely manual and user-driven. If you are looking for a more automated approval flow - you'd need to create one in Power Automate. I have an older video that demonstrates one of many ways to do this: th-cam.com/video/-I-o773-wJg/w-d-xo.html - Hope this helps!

  • @naveedrehman8251
    @naveedrehman8251 ปีที่แล้ว

    So every time we need to add flow?how is this possible that single flow works for all items?

    • @LuiIacobellis
      @LuiIacobellis  ปีที่แล้ว

      Using this method, users would need to initiate a flow manually. Alternatively, you can create a workflow directly in Microsoft Power Automate that triggers based on a change in metadata or when a file is uploaded. Hope this helps and thanks for watching!

    • @papijelly
      @papijelly ปีที่แล้ว

      can you guymake a video on that, that's is what I am trying to do, as well as have multiple approvers so the file can go to a second person then a third for approval@@LuiIacobellis

  • @KevinMerrill-q2x
    @KevinMerrill-q2x 4 หลายเดือนก่อน

    My status in SharePoint did not toggle. Any idea why that might be?

    • @LuiIacobellis
      @LuiIacobellis  4 หลายเดือนก่อน

      Unfortunately I have never experienced that issue before. Id suggest posting it over on the Microsoft Tech Community

  • @QuantumLegal
    @QuantumLegal หลายเดือนก่อน

    Sorry, stopped as soon as I realized this was not SharePoint so much as a promo for a product

    • @LuiIacobellis
      @LuiIacobellis  หลายเดือนก่อน

      Sorry you didn't find this helpful. The video is indeed demonstrating how to use a SharePoint feature but does have an integrated promotion as part of a sponsorship.