Sample Request Feedback Workflow and Tasks

Sample Request Feedback Workflow and Tasks

SA08RequestFeedbackWidgetEx1.jpgThe screenshot here shows a configured Request Feedback widget with the following properties:

  1. One Reviewer name is a Lookup to the workflow initiator.
  2. One Reviewer is a SharePoint group, which will NOT be expanded – only one task will be assigned for the group.
    All Reviewers must respond for the feedback task to be complete.
  3. The Task Description includes lookups to the list item Name and a workflow initialization form variable. This description will be included in the body of the task notification e-mail, which uses default text configured in the global E-mail Settings.
  4. The Task Due Date will be set to a due date collected in a workflow initialization form variable.
  5. Reassignment and Request Change are allowed.

SA08ReqFbkEx1-InitForm.jpgWhen this workflow runs, the workflow initiator is prompted to enter a Due Date for the task using a workflow initialization form configured with the workflow. For details on configuring workflow initialization forms, see the Workflow Forms section.

SA08ReqFbkEx1-TasksA.jpgAfter the workflow initiator enters a Due Date, the workflow starts by assigning tasks to the workflow initiator and the SharePoint group, as shown here.

sa08taskassignemail.jpgIn this example, e-mail notifications are sent to each person or group assigned a task.


Each reviewer now has the option to complete the review task and provide comments in the task form.

In this form, a reviewer has the following options:

  1. Enter comments (optional).
  2. Click Send Feedback.
  3. Reassign the task to another user using Reassign Task (see the Reassign Task topic for more details).
  4. Create a new task for the item using Request Change (see the Request Change topic for more details).
  5. Cancel and do nothing at this time.