Creating a Dynamic Manager Approval Workflow using SharePoint Designer

This article shows you how to create a dynamic approval workflow to get the approval from your manager using SharePoint 2013.

I will put, how to test this workflow, in another article else it is just too long.

I actually following this article for SharePoint 2010, somehow this still works for SharePoint 2013.

The steps to create a manager approval as below:

1.      Start SharePoint Designer 2013 with Service Pack 1.

2.      Open the SharePoint Site.

3.      Click on “Workflows (Button)” in the SharePoint Site.


4.      Click on “Reusable Workflow (Button)”.


5.      Click on “SharePoint 2010 Workflow (List Item)”.


6.      User keyboard input on “Name: (Edit Box)” in “Create Reusable Workflow” for example Manager Approval.

7.      Click on “OK (Button)” in “Create Reusable Workflow”.


8.      Click on “Action (Menu Item)”.


9.      Select Collect Data from a User.


10.   Click on “Next > (button)” in “Custom Task Wizard”.

11.   User keyboard input on “Name: (edit)” in “Custom Task Wizard” for example Review Task.


12.   Click on “Next > (button)” in “Custom Task Wizard”.

13.   Add… (button)” in “Custom Task Wizard”.


14.   User keyboard input on “Field name: (edit)” in “Add Field” for example Approved.

15.   Click on “Choice (menu to choose from) (list item)”.

16.   Click on “Next > (button)” in “Add Field”.


17.   User keyboard input on “Choices (one per line with an optional vertical separator | to use a unique display name): (document)” in “Column Settings” for example, Yes and No.

18.   Click on “Finish (button)” in “Column Settings”.


19.   Click on “Add… (button)” in “Custom Task Wizard”.

20.   User keyboard input on “Field name: (edit)” in “Add Field” for example Comment.

21.   Click on “Next > (button)” in “Add Field”


22.   Click on “Finish (button)” in “Column Settings”.

23.   Click on “Finish (button)” in “Custom Task Wizard”



24.   Click on this user.

25.   Click on “Workflow Lookup for a User… (list item)” in “Select User”.


26.   Click on “Add >> (button)” in “Select User”.

27.   Select User Profile for Data Source.

28.   Select “Manager (list item)” for Field from source.

29.   Select Login Name for Return field as.


30.   Select “Account Name (list item)” for Field.

31.   Click on “ (button)” in “Lookup for Person or Group“.


32.   Click on “Workflow Lookup for a User… (list item)” in “Select User”.

33.   Select Workflow Context for Data Source.

34.   Select Current User for Field from source.

35.   Select Login name for Return field as.


36.   Click on “OK (button)” in “Lookup for Person or Group“.

37.   Click on “OK (button)” in “Select User“.

38.   Click on “OK (button)” in “Lookup for Person or Group“.

39.   Click on “OK (button)” in “Select User“.


Now you can Save and Public it to SharePoint Site.

About chanmingman

Since March 2011 Microsoft Live Spaces migrated to Wordpress ( till now, I have is over 1 million viewers. This blog is about more than 50% telling you how to resolve error messages, especial for Microsoft products. The blog also has a lot of guidance teaching you how to get stated certain Microsoft technologies. The blog also uses as a help to keep my memory. The blog is never meant to give people consulting services or silver bullet solutions. It is a contribution to the community. Thanks for your support over the years. Ming Man is Microsoft MVP since year 2006. He is a software development manager for a multinational company. With 25 years of experience in the IT field, he has developed system using Clipper, COBOL, VB5, VB6, VB.NET, Java and C #. He has been using Visual Studio (.NET) since the Beta back in year 2000. He and the team have developed many projects using .NET platform such as SCM, and HR based applications. He is familiar with the N-Tier design of business application and is also an expert with database experience in MS SQL, Oracle and AS 400.
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