SharePoint Approval Workflow Fails when adding Impersonation Step

Question

I have created an Approval Workflow (SharePoint 2010 Workflow) that submits an email to a manager to request approval. Works perfectly.

I don't want the user to be able to edit the list item after it has been submitted. So I inserted an Impersonation Step that changes the permission for the person who submitted it to Read.

After adding the Impersonation Step, the workflow "cancels".

How can I create the Approval Workflows that a user can submit and not edit the item and the workflow continues to the approval stage.

Thanks, Rob

Answer 1

From your description "After adding the Impersonation Step, the workflow "cancels"."

What is your workflow steps?

What is the error message when the workflow is canceled?

To change the permission for the person who submitted the item to Read after the item has been submitte, create an 2010 platform workflow on the list and use "Replace List Item Permissions" action like the following:

Refer to the article about using a Workflow to remove or change item permissions:

https://www.c-sharpcorner.com/UploadFile/Roji.Joy/how-to-set-item-level-permission-using-sharepoint-designer-2/

Answer 2

This can be achieved in two ways :

• Using SharePoint designer workflow

• Using customizing the list form in Infopath form

Using Designer Workflow approach :

Please follow the the below steps :

• if you have a workflow associated to this list (or just create one!)

• Edit the workflow

• put your cursor above the first step in your workflow

• from the ribbon, in the insert group choose "Impersonation step"

• place your cursor in the Impersonation step and click

  on Actions from the ribbon

• find and choose the "Replace List Item Permission" from the "List

  Actions" section

click on the "these permissions" and replace the permissions as you desire (read-only, etc)

• click the "this list" and choose "Current Item"

• save and publish your workflow

this way whenever the user submitted the list item and the workflow starts, it replaces their permissions they way you configured.

Using InfoPath form approach

Please follow the the below steps :

• first, create a new field and call it for example "Redirect"

• you have a default view for your form, where your users are filling

  the form through with full write permission

• create a new view call it for example "Read-Only-View" (managed

  through Page Design> views)

• "Ctrl+A" select everything on your default view and copy it

• go to the newly created view, select all "Ctrl+A" > paste

• right click a form field you wish would be read-only after form is

  submitted> click on properties > navigate display tab > tick

  the Read-Only check box.

• repeat the above step for all fields required to be read only after

  submit.

• create a action rule on your submit button> action> set a field's

  value. and choose the field "Redirect" you already created in the

  first step, and in the Value type "Yes"

• create the following "Form load" action rule,  (click on data from

  the ribbon> Form Load):

  Condition: If Redirect field = "Yes"   >  choose the action "Switch

  View" and choose the view you created earlier "Read-Only-View"

• save and publish your form.

now whenever the user submitted the form, the next time they open their entry, they'll have the read-only view.

Reference URL :

How to disable User EDIT list option after submitting entries