Microsoft SharePoint: NEW FEATURE – How to Add Approvals to Any List

SharePoint list - Configure Approvals
SharePoint list - Configure Approvals

Hi All,

Greetings for the day!!

Today discussing new feature related to Microsoft SharePoint list.

New Feature – Microsoft SharePoint: Add approvals to any SharePoint list.

Details

  • Last year, Microsoft introduces two new SharePoint online list template with Approval app integration.
  • Those two new templates are
    • Travel Requests with approvals
    • Content Scheduler with approvals
  • We have detailed article for demonstrating the above two teampletes. Please have a look once – Microsoft 365 – SharePoint online: New List Templates with Approvals – nice featurehttps://knowledge-junction.in/2023/07/22/microsoft-365-sharepoint-online-new-list-templates-with-approvals-nice-feature/
  • Now, Microsoft extended this feature and Approvals are available for any lists.
  • Microsoft SharePoint is expanding Approvals to any list, allowing us to configure Approvals by going to the Automate dropdown from the command bar in SharePoint Online lists or in the Microsoft Lists app.
SharePoint list - Configure Approvals
fig : SharePoint list – Configure Approvals
  • Once we click on “Configure Approvals“, popup will appear as shown in below image
SharePoint list - Configure Approval pop up
fig : SharePoint list – Configure Approval pop up
  • As we enable “Approvals“, following approval columns are added to the list
    • Approval status
    • Approvers
    • Responses
SharePoint list - Configured Approvals - "Approvers". "Approval status" and "Responses" columns are added
fig : SharePoint list – Configured Approvals – “Approvers”. “Approval status” and “Responses” columns are added
  • Approvals will be actioned and available from Microsoft Teams.
  • To assign the Approvers, click on “Not submitted” from “Approval status” column for a given row as shown in figure below.
SharePoint list - assigning approvers for a given list item
fig : SharePoint list – assigning approvers for a given list item
  • As we click on “Not submitted” approval status, “Request approval” pop up appears
  • Request approval” pop up allows us to enter the “Approvers” and “Details” as shown in below image.
SharePoint list - Request Approval popup - to enter the Approvers and details
fig : SharePoint list – Request Approval popup – to enter the Approvers and details
  • As we submit the “Approval” request to the “Approvers“, on successful submission, “Approvers” receives a notification in Teams as
SharePoint list - Approval request - Team notification for approvers
fig : SharePoint list – Approval request – Team notification for approvers
SharePoint list - Approval request - Team notification for approvers
fig : SharePoint list – Approval request – Team notification for approvers
  • Approvers” have also more options available under “More actions” drop-down as shown in below image
SharePoint list - Approvers notification in Teams - More options - "Cancel request", "Follow up", "Reassign"
fig : SharePoint list – Approvers notification in Teams – More options – “Cancel request”, “Follow up”, “Reassign”
  • As “Approver” approves the request, notification get in Teams as in below image
Microsoft Teams - notification for approved requests
fig : Microsoft Teams – notification for approved requests
  • Status also get updated in list
SharePoint list - status of approval request is updated in the list
fig : SharePoint list – status of approval request is updated in the list
  • We could see the details of Approval process from the list as well.
  • Click on status – “Approved“, pop up “Approval request details” will appear with the details as in image below
SharePoint list - Approval details in the list
fig : SharePoint list – Approval details in the list
  • We could disable the approval as well.
  • Please note disabling approval will only hide the columns.

REFERENCES

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Have a wonderful learning . LIFE IS BEAUTIFUL 🙂

Prasham Sabadra

LIFE IS VERY BEAUTIFUL. ENJOY THE WHOLE JOURNEY :) Founder of Microsoft 365 Junction, Speaker, Author, Learner, Developer, Passionate Techie. Certified Professional Workshop Facilitator / Public Speaker. Believe in knowledge sharing. Around 20+ years of total IT experience and 17+ years of experience in SharePoint and Microsoft 365 services Please feel free me to contact for any SharePoint / Microsoft 365 queries. I am also very much interested in behavioral (life changing) sessions like motivational speeches, Success, Goal Setting, About Life, How to live Life etc. My book - Microsoft 365 Power Shell hand book for Administrators and Beginners and 100 Power Shell Interview Questions - https://www.amazon.in/Microsoft-Administrators-Beginners-Interview-Questions/dp/9394901639/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1679029081&sr=8-11

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