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This article contains guidelines for administrators and for end-users about how
to manage the Group Approval workflow process in Microsoft Office SharePoint
Server 2007.
Administrators
We recommend that administrators use the following guidelines for managing the
Group Approval workflow process:
• Administrators must block the Approval History list manually. Administrators
should modify the permissions setting for that list so that only administrators
can access the list. The URL of the list is http://Site_Name/Lists/Approval
History.
• The Group Approval Users group does not exist and is not required for Group
Approval. Ignore the sentence in Help that says differently.
• Administrators should handle the documents manually when the status is "Error
Occurred."
• When an organization is deleted or modified, the corresponding folder is
deleted or modified automatically. However, the automatic modification can fail
when the document in the folder is being used. In that case, administrators
need to delete or modify the folder manually.
• We cannot display the Approval Line Settings dialog box correctly and cannot
resolve a role which includes that user if the user information fields of a
user contain special characters such as the following:
" & > < '
• When a task is assigned to an isolated user by using delegation, the workflow
cannot continue. The submitter or an administrator should cancel the document
manually.
• If a receiving organization is set for a template, and the organization is
deleted, the template edit form of that template will not open. Administrators
can delete the template by using the My Approval Settings dialog box as long as
there are no documents based on that template. Administrators can hide the
template by setting the visibility for that template in the Change Template
Order dialog box and the Visibility dialog box.
• When there is a document or a folder that needs manual operations by
administrators, we recommend that you use a cut-and-paste operation instead of
a copy-and-paste operation. Otherwise, you may lose some property data.
End-users
•If you use Microsoft Office Word templates and encounter a message saying
"This workflow cannot be started until the document has finished loading," you
must wait awhile, and then continue. The time that you must wait is
proportional to the length of the document.
•If you want to re-submit a canceled or a rejected document, you must use the
Save As dialog box to save the document. Otherwise, you cannot see the Start
button on the message bar, and a new document ID will not be issued.
•During the Group Approval workflow, the document will be reloaded from the
server when the content of the document has been changed by other users.
However, the reloaded document can be opened in Edit mode even though it was
originally in Read Only mode. To approve the document, you must close and then
open it again in Read Only mode.
•Group Approval is available only if Microsoft Office Professional Plus 2007,
Microsoft Office Ultimate 2007, or Microsoft Office Enterprise 2007 is
installed.
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