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Workflow Hero

Create SharePoint View Based On Document Approval Workflow Column

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Hello

I have a SharePoint 2013 document library that has a workflow that will set the document workflow status to "Approved" when documents are approved by selected users.  This works great. 

However, I'd like to add a SharePoint view to the document library that shows me only the documents that have been approved.  I created a new view called Approved Documents and set the filter so that it only shows documents when the column "Document Approval Workflow" is equal to "Approved".  This is the automatic column that gets populated by the workflow.  When I show this new view it does not list any documents.  I think this should work.  Can you please offer any advice given this information and the attached images?

Thanks

Andy

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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Can you show me the action that sets this field to "Approved" please?

Can you also not filter your view and show me one of the items where it has been successfully update to "Approved".

Normally this column would show Starting, In Progress, Cancelled, Completed, Error occurred or similar as a workflow status?

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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Hi Cassy

I've added 2 more images.

Set Workflow Status - Approved

Set Workflow Status - Approved - Choices

I wanted to be able to set the workflow status to either "Approved" or "Rejected" from the standard "In Progress" status at the end of the workflow depending on what the approvers did.

If you look at the image "Document Library - Default View" this is an unfiltered view of the library.  With this view you can see 2 documents that were successfully updated to "Approved".

Andy

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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OK do me a favour.  use a non filtered view and then filter on the column itself selecting the status column and choosing Approved.  I think you will get a numeric value.  I just did this with mine on In Progress.  If I set view up where status column = In Progress I get blank.  However if I set it up with status column = 2 it works.  I am sure that's because the status columns have a numeric value (which I am also sure is here on the community somewhere).  let me dig that out.

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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Hi Cassy

I'm sorry, I don't understand how you get it to show the number (2) instead of the status text (In Progress).

Andy

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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Tell me what your FilterValue is when you filter your column to Approved?

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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Ahh... ok this is what I get.

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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OK so when you configure your view - do filter where Document Approval Workflow = 15

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Workflow Hero

Re: Create SharePoint View Based On Document Approval Workflow Column

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Ah hah... and there you have it, 15.  Yes that works Cassy.  Thanks!!

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