Create Approval Workflow with SharePoint Designer

1.  Create Two Lists on your sharepoint site.

• Puchase Request
• Departments

2.  Departments List has field "Manager" (People type field)


3.  Purchase Requests List has "Department" field, which is Lookup field to Department. Also you can add contents field, price field or anything elese you need.


4.  From Sharepoint Designer, choose List Workflow - Purchase Reuqest.

5.  From Ribbon, click "Workflow variables" and create two new variable.

• Deparment (type String)
• Approver (type String)

 

 

6.   Insert "Set Variable" action and Choose Departments as Field from Source.

7.  Insert "Set Variable" action and set Approver field. Choose Departments as Data source, then "Find the List Item" Section appears and choose Title as Field, and click Fx button on the right, then choose Workflow Variable "Departmens" as value.

Then the Manager of chosen departments will be set in workflow variable "Approver".




8.  Insert Start Approval Process and set "Task Process Participants" with Workflow Variables:Approver






9.  Set Email Body. You can insert field value from the Item.







10.  Then set the workflow step to as "End of Workflow", and set the Workflow as "Start automatically when new item created". Then save and publish the workflow.


11.  Once new item created, request for Approval email will be sent the the Manager of the Department which requester selected.





 12.  Then Manager can go Approval Page from the link in the email.