Flow / Power Automate - Create an Approval Flow with Power Automate Video

Discover the power of creating an approval flow with Power Automate! Learn how to initiate and customize the approval process, handle responses, and automate actions based on approval or rejection. Witness a simple yet effective flow in action as you gain fundamental insights into the principles of an approval flow. Tags: approval flow, Power Automate, automation

03:10
228 views

Video Player is loading.

Introduction

Current Time 0:00

Duration 0:00

Loaded: 0%

Stream Type LIVE

Remaining Time 0:00

00:00:06

and tracks requests requiring validation before being finalized.

00:00:10

It is triggered by an event such as the submission of a form or the uploading of a file

00:00:16

and sends the request to one or more approvers.

00:00:19

Depending on the response approval or rejection.

00:00:22

The flow executes specific actions defined by power automate.

00:00:27

In our case,

00:00:27

we define that whenever an expense report file

00:00:30

is uploaded to a specific team's folder,

00:00:32

an approval flow is triggered and validated by an approver based on the response,

00:00:37

the file will either be moved or deleted

00:00:40

to begin,

00:00:41

start an automated cloud flow using the trigger for

00:00:44

adding or creating a file in a specific SharePoint folder

00:00:51

in the trigger properties, point to the team's folder to be monitored.

00:00:54

In this example, it is a folder in your library named expense reports.

00:01:00

The next step is to initiate your approval using the dedicated action tile.

00:01:04

Choose the start and wait for an approval

00:01:07

action to generate a pause in your flow's execution

00:01:10

until the approver has given their response

00:01:13

in the action properties define the type of approval.

00:01:17

Since there is only one approver, the type of approval chosen does not matter

00:01:22

if multiple approvers are involved,

00:01:24

you can choose whether to wait for responses from all of them or not.

00:01:30

Next, customize the message intended for the approver by specifying a title

00:01:36

add,

00:01:36

the email address of the approver and personalize

00:01:39

the message content in the details section.

00:01:42

In

00:01:42

this example,

00:01:43

simply include the document as an attachment using the advanced settings.

00:01:51

The next step involves generating actions based on the approval response

00:01:55

to do this. Integrate a conditional block found in the control tile,

00:02:01

then set your condition based on the approval response

00:02:04

by testing the approval status associated with the files acceptance

00:02:10

in the condition true block.

00:02:12

Add the action to move the file by specifying the relevant team's team,

00:02:17

the file via its expected identifier

00:02:20

and the destination folder path

00:02:23

in the condition false block do the same with the deletion action.

00:02:28

You can then complete your flow with other actions.

00:02:31

In this example, you will test this flow from another account,

00:02:35

upload a file to the folder monitored by the flow.

00:02:40

The flow operates in test mode and within a few seconds,

00:02:43

you as the approver will get an email with the file attached, examine the file,

00:02:47

then choose to approve or reject it based on your evaluation.

00:02:53

If you approve the document, it will be moved to the specified folder.

00:02:57

In case of non approval, the file will be deleted as expected.

00:03:02

Thus,

00:03:02

a simple flow allows you to understand the basic principles of an approval flow.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This video is part of the following courses

122 Views

Microsoft Video Training Power Automate – From discovery to mastering automation

Boost your productivity with our Power Automate course! Learn to automate your tasks and seamlessly integrate various Microsoft 365 services...

ALL COURSES