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Get Manager approval in SharePoint Designer 2010 - Step by Step

Get Manager approval in SharePoint Designer 2010 - Step by Step

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A fundamental condition that I always encountered when gathering workflow requirement is to get the user's manager approval, a tedious amount of coding to connect to active directory retrieve user profile information, get his manager login name, pass it as a parameter to the workflow, create a custom task for the manager with a notification. 

SharePoint 2010 Designer to the rescue, you can do all the above in 15 clicks, with ZERO code involved. Just by doing the following:

 

  1. Open SharePoint Designer 2010 and connect to your SharePoint site.
  1. Click Workflows and select the workflow type you need, for this presentation I'll use reusable workflow with All content types as my scope. But this doesn't affect the following logic, the same steps applies for the List and Site workflows.
  1. From the Workflow ribbon select Actions > Collect Data from User, you can also select assign a to-do task but collect action from user allows you to create a custom task for the manager

  1. This will show you the Action in the workflow editor.

  1. The action is constructed from three parts:
    1. The data, which is the custom task that will be collected
    2. This user, which in our case the manager
    3. Output to variable: collect. Collect is  the task ID which you can change it, use it to refer to the task when you need to pass a variable through this task.
  1. Clicking on data will allow you to create the custom task by starting the task wizard, open the wizard and click Next.
  2. You will need to specify a Task name, and you can also specify a description. For now lets call the task "Review Task". And click Next

  1. Now you can Specify the Task custom field by clicking Add and select the field type, I will specify two field:
    1. Approved as a choice with Yes/No.
    1. Comment as a text area.

 

  9. Provide the choices values, and hit Finish

  1. Now it should be looking like this, with both fields listed

  1. After finishing creating the Task, the condition will change in the editor to reflect the task name.

  1. Now to the Fun part, getting the user manager. Simply click this user, Select "Workflow lookup for a user...", and click Add

  1. Now you need to specify data source, in other situation you will need to specify the active directory, create a connection and the rest of this headache. All you need to do now is to select "User Profile" from the end of the list.
  2. This will display all the user profile attribute that you can select from, such as manager. Select "Manager" and specify the out as "login name". This will lookup for the user manager and return his login name as a parapater in order to assign the task for this user's manager

  1. Find the list item section allows you to select the user which you need his manager approval. In our case we the manager for the user who started the workflow.  So I will select the Field as "Account Name" and click on the formula button in the value field.

 

 16. Specify the data source as workflow Context, the Field source is the Workflow "Current User" , and Return Field as "Login Name". Click OK, OK and OK.

 17. The Action should be looking like this now.

     

     

    Voila, Now you have your custom task that will be sent to the user's manager with a notification in his task list.

     

    Enjoy.

Comments
  • All of this is dependent upon the User Profile Sync within Sharepoint isn't it?  So it is required to connect to AD to retrieve all of ther user profiles.  

  • Exactly, despite of the authentication model, the AD should be connected and user profile services should be activated in SharePoint

  • Thank you for this article. This made my job in getting a standard workflow in SharePoint with employee-manager relationships so much easier. I really appreciate the directions!

  • hi nabil,

    u r article is good but in case if i m not having actvie directory,how can i create a approval workflow

    in my case i need to create a leave form,in which when a employee requsts for leave ,the list must me sent to manager and id manager approves it must be sent to hr,how can i create this

    i dont have active directory option

    plz help

  • This workflow works well.  Once in place however, the list it is associated with can only display the task completion status; not the approval status.  This isn't overly helpful since a rejection completes the task as well as an approval.  Do you have any suggestions on how to utilize this workflow in a way that the approval is visible on the originating list?

  • Each time I use this workflow, the item is rejected.  What am  I missing?

  • Hi, if after approval, i need to update the company calender so all employees can view the calendar and see leaves etc. How can it be done automatically once manager for example approves a request of leave by an employee.

    Thanks

  • How do I get the data collected out of the workflow?

  • I've followed the instructions but getting an error on *Review Task*, any idea?  How do I find out what the error means?

  • @Linda - Rejected or Failed?

    @Moazzam - If the calendar list share the same site as the vacation list you can update the calendar by a workflow action - update list item.  

    @ Steve - the data will be in the task list

    @Sean - Can you elaborate more? do you mean the workflow starts but when the task assigned it produce an error?

  • Can anyone please help me out. how would i get the responce back to the workflow variable, so that i can perform some operation in the workflow depending on what the user selected in the choice?

  • @Roger .. in the 8th step we are creating a variable that we can retrieve from the task list. if the task list and the workflow list are both under the same site.

  • Great article but when I tried it I don't understand why I don't have "User Profiles" as a data source option. Help!

  • "I don't have "User Profiles" as a data source option. Help!" i have the same problem in Foundation 2010

  • @7ogait.. Check if your "user profile service" and the "managed metadata service" applications are up and running and also if they are associated with the webapplication in which you are trying to create the workflow.

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