Submit documents to approval workflow then to a library

  • 19 May 2017
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Hello,

I have a document library in SharePoint that is pretty locked down on permissions but I would like to create a way for user to submit content that can be reviewed by the library owners. Is there a way to use a hyperlink that would open a form that would allow a user to submit content to a review workflow? Or really, is there an easy way to create a workflow or form that lets users fill out the required metadata, attach the document and after it is approved, get it submitted to a library? That is probably asking a lot but any points anyone could offer on the process would be great.

Thanks!

Dan


1 reply

Userlevel 7
Badge +17

is there an easy way to create a workflow or form that lets users fill out the required metadata, attach the document and after it is approved, get it submitted to a library?

Yes, and this is the more common approach to create a 'drop off' library or list when a permission barrier exists for users. If you have detailed data required that would necessitate a Form, then you will have to copy the attachment to the item. This method is slightly complex and would require a web service or REST call. Or, you could simply copy the item into another permissioned list that includes the form with its attachments.Turning attachments into working, controlled documents is a good walk through of setting up the web service call. One of the beneficial side effects of using this method is that the web request action requires a username password. You can use this to your advantage and copy the item when the current user doesn't have permission to do so on their own.

If you use a Library with no start form(like using lists with attachments), then you can more simply use Copy or Copy to SharePoint action.

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