Creating Your First Approval Workflow

Instructions

Prerequisites

Before you begin, make sure you have completed the previous tutorial:

• Adding and Configuring the Approval Control

Your Purchase Requests list should already contain:

• Approval control
• Approver person column
• Status column

Step 1: Open the Approval Configuration

Open the Purchase Requests list.

1. Click Design.
2. Open the Form Designer.
3. Select the Approval control.
4. Click Configure.

Step 2: Configure General Settings

On the General tab configure the following values:

• When to start: Item is added
• Apply under the conditions: Leave empty
• Status column: Status
• Prevent editing during approval: Enabled
• Prevent editing after approval: Enabled

These settings automatically start the approval process when a new purchase request is created and update the Status column throughout the workflow.

Step 3: Configure the Approval Stage

Switch to the Approvers tab.

Create a single approval stage using the following configuration:

• Approver: Approver (Person Column)
• Days to approve: 5
• Approval Mode: Sequential
• Rejection Behavior: Set final status
• Require Comments: Optional
• Allow Reset or Cancellation: Always
• Allow Approver Delegation: Enabled

For this workflow, the approver is taken from the Approver person column, allowing each purchase request to be assigned to a different approver.

Step 4: Configure Email Notifications

Open the Mail Templates tab.

For this tutorial, keep the default templates or customize the Approval Request Assigned email.

For example:

• Subject: Purchase Request Requires Approval
• From: approvals@contoso.com
• Leave the remaining templates unchanged.

Step 5: Save the Approval Configuration

1. Click Save,
2. Publish the Forrm

The approval workflow is now ready to use.

Step 6: Create a Purchase Request

Create a new item using the following sample data:

• Title: New Laptop for Marketing Team
• Description: Purchase a laptop for the new marketing specialist.
• Category: Hardware
• Department: Marketing
• Amount: 1800
• Requested By: Select User
• Approver: Select User
• Click Save.

Step 7: Review the Approval Process

After the request is saved:

• The approval workflow starts automatically.
• The Status changes to In Progress.
• An email notification is sent to the approver.
• The approver can open the request and choose Approve or Reject.

Step 8: Approve the Request

1. Open the request as the assigned approver.
2. Click Approve.

After the approval is completed:

• The workflow finishes.
• The Status changes to Approved.
• Notification emails are sent.
• The approval history is updated automatically.

Result

Your Purchase Requests list now includes a fully functional approval workflow. Each new request is automatically routed to the assigned approver, the approval status is updated throughout the process, and approvers can review and respond directly from the form.