Question

I've created a custom document set and a custom Workflow in SPD 2013 to route a document set to multiple approvers. However, I am having an issue with how to initiate/handle the approvers. Is the correct way to go about this by creating a 'approver' task list and assigning the approvers? Or is there a built in way to do this so I do not have to create the approver task list? Thanks in advance.

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Solution

You can simply use the approval process in SPD. You can select/search for the approvers as per steps below -

  • Select an approval process in SPD

Select an approval process

  • Click on "these users" and then search for the approvers as per screen below. The approvers will be notified of their tasks via email, which can be opened directly via Outlook tasks, or open in SharePoint

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OTHER TIPS

you can use the Approval workflow available in SharePoint out-of-box You can find it under Settings >> Add a workflow

approval workflow

you can assign approvers on subsequent steps

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