How to Approve a List Item Using a SharePoint Designer 2013 Workflow

In this post I’m going to show you how to approve a list item in a SharePoint Designer 2013 workflow even though the “Set Content Approval Status” built-in action is no longer available in SharePoint 2013 On-Premises.

Note: the issue this post is about has been solved in Sharepoint 2013 Online (Office 365).

Scenario

We have a custom list that requires content approval for submitted items and we need to automatically approve them when they are created using a SharePoint Designer 2013 workflow.

ApprovalList

Problem

It seems quite simple, like in a SharePoint 2010 workflow there should be a built-in action to do this… but unfortunately this is not the case. In a SharePoint Designer 2013 workflow there is no such action as the old and dear “Set Content Approval Status”.

So we need to find a different way to achive the same result and as always with SharePoint 2013, the REST API comes to our rescue.

Solution

We can use the SharePoint REST API to update a list item and set its approval status.

Now we only need to know which particular property of the item sets its approval status…
We can find that by inspecting the item properties through a rest call via a browser like this:

https://site/_api/web/lists/getbytitle('listname')/items(ID)

ApprovalStatusProperty
You can see that the only property that could do our job is the one called “OData__ModerationStatus” (note the double underscore before the “ModerationStatus” string).

The possibile values for this property are the following:

  • Approved: 0
  • Rejected: 1
  • Pending: 2

So now we need to update this field.

Let’s see how to do that in detail…

Steps

1. Get the list item type

To get the list item type we need to use the SharePoint REST API via a browser like this:

https://site/_api/web/lists/getbytitle('listtitle')

and get the value for the “d:ListItemEntityTypeFullName” element.

In the example below the list item type is “SP.Data.Test_x0020_ListListItem” (the “_x0020_” string replaces the space inside the list name).

ApprovalListItemType

2. Create the headers dictionary

We must build a dictionary to store some headers, specifically the following ones:

Accept: application/json;odata=verbose
Content-Type: application/json;odata=verbose
Content-Length: <length of post body>
X-HTTP-Method: MERGE
If-Match: *

create_list_folder5

3. Create the metadata dictionary

Next we need to create a dictionary to store our metadata.
This dictionary will contain only one entry for the list item type we’ve obtained previously:

type: SP.Data.Test_x0020_ListListItem

ApprovalMetadata.png

4. Create the data dictionary

Next, we need one more dictionary that will contain our request data.

The dictionary must have an entry with key “__metadata” (note the double underscore before the “metadata” string) with its value set to the previously created metadata dictionary.

We also need to add another entry in the data dictionary with its key set to “OData__ModerationStatus” and its value set to 0 (Approved).

__metadata: <metadata dictionary>
 OData__ModerationStatus: 0

ApprovalData

5. Call the SharePoint REST service

Finally, we are ready to call the SharePoint REST service to update our item approval status.

To do this we need to insert the “Call HTTP Web Service” action in our workflow.
Put it inside an App Step to make sure the REST call is executed with elevated privileges.

To see how to enable the use of App Steps in your workflow and give it elevated privileges see this article.
To see pending items in the same web of the workflow you need to follow the above procedure with Scope=”http://sharepoint/content/sitecollection/web”.
To see pending items in the same site collection of the workflow but in a different web you need to follow the above procedure with Scope=”http://sharepoint/content/sitecollection”.

The action url must be constructed dynamically to point to the current item like this:

https://site/_api/web/lists/getbytitle('listtitle')/items(n)

ApprovalEndpoint

The action verb must be set to POST.

create_list_folder9

Set the request headers to the headers dictionary.
Set the request content to the data dictionary.

create_list_folder10

6. Change workflow default settings

At this point it is very very important to uncheck the “Automatically update the workflow status to the current stage name” option, otherwise during the workflow execution the item will be updated and its approval status reset to “Pending”.

We also set our workflow to start automatically when an item is created.

ApprovalWorkflowSettings

Conclusion

This is how the complete workflow should look like:

ApprovalWorkflow

Now we can publish it and see that when we create a new item the workflow will start automatically and correctly approve it.

ApprovalItem

References

MSDN

StackOverflow

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