SharePoint Designer 2013- Workflow query

This may be a stupid post, but unfortunately I've never used SharePoint designer or created a workflow before.

I've started to create a very simple approval workflow for a consumables request page.  The idea is that a staff member requests a consumable they want purchased, then the people authorised to approve or reject a purchase get an e-mail.

The approver then has a view set up which shows them items for approval/rejection.  When they approve or reject the item I want SharePoint to e-mail the user that created the request to advise them.

At the moment I only have the first part working, it will notify the approver when a request is submitted.  I'm sure the solution is simple, any tips would be appreciated!

If Current Item:Approval Status equals 2;#Pending

Email <User>

Else if Current Item:Approval Status equals 0;#Approved

Email Current Item:Created By

Else if Current Item:Approval Status equals 1;#Rejected

Email Current Item:Created By

January 27th, 2014 9:42am

If you want the user to go to a specific view or look at the current item, you'll want to build a link that goes to that. So in the browser, go to your list and create a view that shows it by status. Copy the URL. In your email out to the approver, use the link button and then insert your link.

If you want to go to the item that was submitted, you would open up an item in the list in the browser and copy that URL. This time, in the hyperlink, paste in what you have, but delete out the part where it says "ID=###" and leave just "ID=". After the equals, insert a lookup to the current item's ID.

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January 27th, 2014 10:25am

Hi Clare ,

For your issue, you can take workflow actions  as below:


For the approver , he can click the Related Item link for viewing the current item:


Best Regards,

Eric

January 28th, 2014 5:41am

Thanks for the replies, but all I want to do is have the e-mail notifications send out when it's approved or rejected.

I don't want to create tasks etc.

At the moment only the section in italics sends out an e-mail

If Current Item:Approval Status equals 2;#Pending

Email <User>

Else if Current Item:Approval Status equals 0;#Approved

Email Current Item:Created By

Else if Current Item:Approval Status equals 1;#Rejected

Email Current Item:Created By

When an approver approves the item in the list no e-mail is sent, the same for if it is rejected.

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January 28th, 2014 7:05am

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