Leave Request Management - SharePoint 2013 (On-Premises) - SharePoint Designer - SharePoint 2010 List Approval Workflow

Leave Request Management-SharePoint 2013 (On-Premises)- SharePoint Designer-SharePoint 2010 list Approval workflow.

Here, in this article, we are going to discuss the process of creating a Leave Request Management approval workflow. Every time, we need to discuss with the manager regarding the leaves (In-Person). Now, it's  automated so you will get approval from your manager.

 

Scenario

 

We have an SP 2013 on-premises site. The requirement is we need to create the Holiday Team calendar. So, you just need to send a Holiday request to your manager and once he or she approves it will be updated in your Holiday Team Calendar. No need to update in your calendar manually.

 

Used Platform information,

• SharePoint 2013 (On-Premises)
• SharePoint Designer-SharePoint 2010 list approval workflow. 

Steps

 

We have to create a custom list.

 

Open SP Site-> Click on Gear Box-Select the site content option->Click on “Add an App”-> Select Custom List->Provide the App related name Here I given “Holiday Request”.

 

Create as per your requirement- Open Holiday custom list->Go to top ribbon bar and click on list->Select create column,

1. Title (Default) replace to Description
2. Start Date (Data Type-Date & Time)
3. End Date (Data Type-Date & Time)
4. Type of Absence (Data Type-Choice)
5. Comments (Data Type- Single line of Text)

Again, Open SP Site-> Click on Gear Box-Select the site content option->Click on “Add an App”->Select Calendar-> Provide the App related name. Here I have given “Holiday Calendar”. After calendar is generated, we must create a calendar view. Here, I gm going to create two views,

1. Approved
2. Pending

How to create a calendar view: Open your Holiday calendar-> Check ribbon bar across the page -  click on create a view option-> page redirect-> select calendar view-> provide the name as “Approved”-> Select Show items only when the following is true: and put filter: category equal to “Approved”.

 

Repeat the above step for generating another view for “Pending” view.

 

Consider that all views has been created successfully.

• Move to Holiday calendar list and select calendar option ribbon bar across the page. Select “Calendars Overlay” options.
• After that the next page will be redirected and you can see “Settings: Calendar Overlay Setting”-> There is a “New Calendar” hyperlink you can see. Select it.

Now, a new form will appear, just follow the below steps,

1. Provide the name as same as “Views” eg. “Approved”-> tick Sharepoint->In description write some information which will help to understand others->Select any colors->Web URL automatically come -> Press “Resolve” Button.
2. Make sure calendar name “Approved” & List View has been reflecting the changes, otherwise select the correct one with the help of select drop-down.
3. Click on ok.

Follow the same steps for “Pending” Calendars overlay.

 

Finally, your two SP lists are ready to use.

 

Move to SharePoint Designer workflow

 

Please follow the below steps to implement SharePoint 2010 platform list approval workflow,

1. Open SPD 2013
2. Click on “Open Site”
3. Provide the site name and click on Open.
4. Once done, it will open your complete web site under SPD 2013
5. From left Navigation, Select “Workflow”
6. Now, you can see the “List workflow” option is there. Select the particular list where you want to implement this workflow.
7. Provide the name accordingly and select the SharePoint 2010 workflow platform.
8. Once it’s done, the workflow will be open in edit mode.
9. Add an action i.e., workflow status and enter manually” workflow started”
10. Add an action-find manager- click on current item-select User who created current item-Output to - Variable: Manager.
11. Come down click on orange ribbon and right click and select impersonation steps.
12. Add action, create an item, and select the calendar list. On that you can add some fields which you want to display in mail. Output to: create new variable and give a suitable name.
13. Add an action, approval process selected approval by manager and after please select variable: manager.
14. Add an action, set workflow process, and enter manually once workflow is completed.
15. Check ribbon bar and click on “check for error”. If found then rectify it, else leave it.
16. Click on save button.
17. Publish it

Now, you're all set. We can say “Leave request management” is ready to use.

 

Thank you.