In SharePoint Designer 2010 you have the option to attach and customize an approval workflow to a list or library. The workflow will send out multiple e-mails to initiator and approver(s). These e-mails can be modified. Let’s take a look!
The following e-mail is send to the approver of the workflow:
In my example I attached an approval task to a document library:
Click at Approval:
Now you have the option to change the configuration of the approval workflow! Not only the e-mail messages but you can also create multiple outcomes. To change the e-mail to the approver you have to click at Change the behavior of a single task:
Click at Current Task:Assigned To:
Do you recognize the text? This is the e-mail message send to the approver! We can start changing the text. Let’s make it more personal. Delete all the text above To complete this task and create the following text:
Dear “Full name of the approver”,
You are assigned by “Full name initiator” to approve the document: “Name document”.
Let’s start building this new e-mail.
“Full name of the approver”
Click at Add or Change lookup and a pop-up will appear:
You can now look for a value you want to use in the e-mail, in our case we want to show the display name of the Approver. Let’s select the following:
Instead of Display Name you can also pick e-mail address or login name but display name is more user friendly.
“Full name initiator”
Click at Add or Change lookup and select the following:
The e-mail send to the approver contains a button Open this task. This will open the following menu:
The e-mail will contain a hyperlink to the online approval form:
Pretty cool right? You can also change the look and feel of the approval form with InfoPath. Go the the Forms section of the workflow settings and change this. I will show this in another article.
You are now ready to publish the workflow and you can test the changes by uploading a new document and check the e-mail.
We only changed one e-mail but there are many more:
- Approval e-mail to the approvers
- Cancellation of the task
- Completion of the task
To change these you have to go through the the following options:
My advice is to first receive one of these e-mails and then look for them in an e-mail action in one of the options of the screenshot!