Exercício: Aprovações do SharePoint sem fluxo de trabalho

Índice

  1. Laboratório 04: Aprovações do SharePoint sem fluxo de trabalho
  2. Microsoft 365 user interface
  3. Lab Scenario
  4. Objectives
  5. Instructions
    1. Before you start
      1. Sign in to the lab environment
    2. Exercise 1: Create a new document library named Approvals
    3. Exercise 2: Enabling versioning and content Approval
    4. Exercise 3: Upload file to test content approval
    5. Exercise 4: Approve the file



Laboratório 04: Aprovações do SharePoint sem fluxo de trabalho

Atenção: Os exercícios não estão escritos em português por norma todo o conteúdo criado pelo formador Ricardo Cabral é escrito em inglês utilizando a terminologia original.


Sync a document library in SharePoint to you work directly in File Explorer and access files even when you’re offline. And when you go back online, any changes made to those files will sync automatically.

Microsoft 365 user interface

Given the dynamic nature of Microsoft cloud tools, you might experience UI (User Interface) changes that occur after the development of this training content. As a result, the lab instructions and lab steps might not align correctly.

Cloud updates occur frequently, so you might encounter UI changes before this training content updates. If this occurs, adapt to the changes, and then work through them in the labs as needed.

Lab Scenario

Create SharePoint Approvals without workflow in an existing document library in SharePoint.

Objectives

Create SharePoint Approvals without workflow in an existing document library in SharePoint.

Instructions

Before you start

You must have access to a Microsoft 365 account with SharePoint Online.

Sign in to the lab environment

Use the credentials provider by the instructor.


Exercise 1: Create a new document library named Approvals


Requirements:

  • You have to complete the previous labs.
  1. Go to the SharePoint Team site you created.

  2. On the menu bar, select New, and then select Document library.

    New Document Library

  3. Enter a name for the new library.
    • Name: Approvals
    • Description: Approvals documents without workflow
    • Show in site navigation: Enabled
  4. Select Create.


Exercise 2: Enabling versioning and content Approval

  1. Go to Settings > Library Settings

    Library Settings

  2. Select Versioning settings

    Versioning settings

  3. In the Content Approval section, select Yes.

  4. Inthe Who should see draft items in this document library?, select Only users who can approve items (and the author of the item) it is set for you by default.

    Versioning Settings ContentApproval

  5. Select OK button.

  6. Return to the library by clicking Approvals (library name).

  7. You will see that a column named Aproval Status.

    Approval Status Column


Exercise 3: Upload file to test content approval

  1. Choose a file of your choice and upload or drag it to test content approval.

  2. You will see that the file is in pending approval state.


Exercise 4: Approve the file

  1. Select the file.
  2. From the list of options select the … (ellipses)
  3. Select Aprove/Reject

    Approval Status Column Approve Or Reject

  4. You have to set the approval status which can be:

    Approval Status Description
    Approved This item will become visible to all users.
    Rejected This item will be returned to its creator and only be visible to its creator and all users who can see draft items.
    Pending This item will remain visible to its creator and all users who can see draft items.
  5. Set the approval status to Approved.

    Set Approval Status

  6. Click OK button.

  7. You will see that the file is in Approved approval state.

END OF LAB


De volta ao topo

Material e recursos complementares da formação ministrada por Ricardo Cabral.