Configuration of SharePoint workflow tasks in Outlokk

When you work with approval workflow in SharePoint 2010 and trying for do approval/reject for the workflow throug Outlook, you may face the problem of trusted sites security issue and not able to do approval/reject of the workflows,

Below are the steps to resolve these issues.

1. Out look sharepoint configuration

1. In SharePoint site, Go to “Tasks” list.


2. On the top ribbon, click on “List” tab and then click on “Connect to Outlook”. Below is the screen shot.

3. After the above step, click on “Yes/Allow program” for the windows prompt messages.

4.  open your internet explorer then  Click on internet tools --> Options --> Security tab


5. Click on “Trusted sites” and enter the sharepoint ur and then click ok.

SharePoint 2010 OOB approval workflow customization

Hi Guys,

Recently I worked on a requirement to customize the OOB approval workflow in sharepoint designer.

The customer is looking for the  email customization at each stage of the approver  and the workflow initiator.

For e.g., if there are two approvers sequentially and if the approver approves the task, then second approver should know that the document was initially approved by first approver and waiting for the current approval from him self and similar notification to workflow initiator so that the initiator can contact drectly the pending approver to get task immediately.

Below are the steps, I implemented in SharePoint Designer   for acheivimg this customization.

Go to SP designer and open the workflows section of the site.

Select Approval workflow and do right clcik and then do copy and modify option.

After that paste the work flow and change the title and desctiption as required.

Once it it ready, click on Edit Workflow link and then click on the associate workflow part.

image comes here

Here you find 4 links to modify the task options like "Change the behaviour of the single task" , "Change the behaviour of overall task process" etc.

Click on "Change the behaviour of single task" and then do check for the different conditions about the task.

Go to the condition "if task Extenal participant is empty". there is already existing notiffication email action available, Do modify that with your content.

image comes here.

You can address approver  dsiplay name, document link can be embedded here, "Open this task"  link can be added inside the mail body.

image comes here.

Similary if you want notify the initiator about the task approvers, add the similar email action below this and customize the email body accordingly.

image comes here.

Once the approver do the approval/rejection, he can be notified through mail saying that the document is approved/rejected.

This can be done with adding email condition in the below way.

image comes here.