Step 6: Assign a task to Team B to review document

We designed the workflow to move to Team B (second state) after the Team A reviewer approves the task. Now let's add an Assign a task action to this state for the Team B reviewer to get a task to review the document.

1

Add the Assign a task action

  1. Click the User Interaction category in the action toolbox, select the Assign a task action and drag it to the Team B state.
  2. Do one of the following to open the Action configuration window.

    • Double-click the action.
    • Click on the action and then click Configure.

2

Configure the Assign a task action for the second state

Configure the Assign a task action in the second state for a task to be sent to the Team B reviewer to approve or reject.

  1. Add the email address of the recipient in Team B who should receive the task when Team A approves the document.
  2. Note: Participant email must be an email account in the Office 365 tenancy.

  1. Type Document approval request - Team B in the Task Title field.
  2. Type Request for document approval from Team B in the Description field.
  1. Leave the default setting for Task Outcomes.
  2. Select the Allow LazyApproval check box. This enables users with the ability to respond to a task directly with one of the provided task outcomes. For more information about LazyApproval, see LazyApproval.
  3. Expand the Initial email options section and in Email body field, type Please review the ‍{Current Item:Name}‍ document located in ‍{Workflow Context:List Name}‍ and approve or reject this task.
  4. Note: We explained what ‍{Current Item:Name}‍and ‍{Workflow Context:List Name}‍ references are and how to insert them earlier in the solution. Please see, Step 3: Assign task to Team A to review the document.

  1. Click Save to save the configuration for the action.

Follow along

This is what your workflow looks like at this point in the solution:

Next step:

Step 7: Team B rejects and sends document to Team A