How to create a document approval process in SharePoint Document Library?
Hey there, let's dive into some serious document drama here. When you're dealing with sensitive information, you can't just let it run wild like a bull in a china shop. That's where SharePoint's content approval feature comes in, like a strict but fair teacher keeping those documents in check. You can create a simple approval process for documents in a specific document library, making sure only the best of the best see the light of day.
But let's not get too ahead of ourselves. The process shown in this video is pretty basic, like a training wheels kind of thing. In real-life situations, you might have to send multiple documents to multiple reviewers, all at once. That's where the SharePoint List comes in like a superhero team ready to save the day.
And don't forget about metadata! It's like the secret agent keeping tabs on all your documents. It's vital to think long and hard about what you need to capture, because if you don't capture it, you can't show it off like a prized possession.
Now, in this video, the approver name is hard-coded in the workflow. It's like trying to fit a square peg in a round hole. It just doesn't work in real-life scenarios. That's when you need to get your creative juices flowing and get that name dynamically based on some business rule. This is where the SharePoint List comes in again, like a trusty sidekick. You can capture all the necessary references over there and then call that SP List using the GET function action, like a secret handshake, to get those references as needed.