Applies To: SharePoint Online and SharePoint On-premises
Please refer main article on Two-level Approval Functionality for the detailed description and other configurations. This article describes the custom actions configurations required for approval process described in that article. And ensure that the required list schema is created before configuring these custom actions.
Tickets list
Submit for Approval
Configure Variable
Configure “ApproverEmpty” variable
Action 1: QL_Approver Definition
Create Query list action to get the approvers from the Approval Definition list
Query:
<View><Query><Where><Eq><FieldRef Name='Category' LookupId='TRUE' /><Value Type='Lookup'>%%$lookupid([Category|Category1])%%</Value></Eq></Where></Query></View>
Action 2: Approve
Configure update item action to approve the Ticket based on the approval decision.
Conditions:
Advanced Condition: $parsefieldvalue(ApproverEmpty##Value,String),,$parsefieldvalue(QL_Approver Definition##L2Approver)
Action 3: Submit for level 2 Approver
Create “Add Item” action to create level 2 approval task
Conditions:
Advanced Condition: $parsefieldvalue(ApproverEmpty##Value,String),,$parsefieldvalue(QL_Approver Definition##L2Approver)
Column Mappings:
Task Name: $strcat(Approval Task for, ,[Title|Title])
Approval Level: Level 2
Assigned To: QL_Approver Definition##L2Approver
Related Ticket: [ID|ID]
Due Date: $add({Today},7:0:0:0)
Action 4: Update Ticket Approval Status II
Conditions:
Advanced Condition: $parsefieldvalue(ApproverEmpty##Value,String),,$parsefieldvalue(QL_Approver Definition##L2Approver)
Action 5: Submit for Level 1 approver
Create “Add Item” action to create level 1 approval task when the Ticket is submitted for approval.
Conditions:
Advanced Condition: $parsefieldvalue(ApproverEmpty##Value,String),,$parsefieldvalue(QL_Approver Definition##L1Approver)
Column Mappings:
Column Mappings same as “Action 3: Submit for level Approver”. Only change is to modify the Approval Level to “Level 1”.
Action 6: Update Ticket Approval Status I
Create “Update Item” action to update the Ticket on submitted for approval process.
Conditions:
Advanced Condition: $parsefieldvalue(ApproverEmpty##Value,String),,$parsefieldvalue(QL_Approver Definition##L1Approver)
Approval Tasks list
Approve
Action 1: Approve Related Ticket
Create “Invoke Custom” action to invoke the “Submit for Approval” custom action which is configured on Tickets list.
Action 2: Update Approval Comments in Ticket
Create “Update Item” action to update the Approver comments in Ticket.
Deny
Action 1: Update Related Ticket Approval Status to Deny
Create “Update Item” action to update the Ticket status to denied.
