Here's an overview of the flow we'll create and test: For detailed information about using SharePoint with Power Automate, go to the SharePoint documentation. Power Pages Sign in to Power Automate, and then perform the following steps to create your flow. Configure the email card to suit your needs. If the second (CTO), third and fifth Approvers, during their respective turn: and if the Approver does not Check In the document manually then the Check Out verification Condition statement works. Set content approval to pending, and I enter here the comments I want to be placed automatically into the version history. Mira_Ghaly* Navigate to the SharePoint document library which will store and manage the documents that will be sent for approval. timl Power Automate Custom Approvals on SharePoint Document Library (Majority Wins with View Formatting) 10-26-2021 06:31 AM RezaDorrani Community Champion 417 Views This video is a step-by-step tutorial on creating custom approval responses using Power Automate flows with SharePoint Document Libraries. zmansuri Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show. It is safe to dismiss it. 
WebStart an approval process and send an email on Microsoft Form submission. SBax Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform. Find, and then select the Get manager (V2) - Office 365 Users action. I can't seem to get that working. Generally, these are MS Word documents, although I assume the method could be the same for any type. Select Add an action in the If yes branch. YES. IF Yes, then Check In the document. SharePoint helps organizations share and collaborate with colleagues, partners, and customers. 4. ETag is a special identifier that identifies the specific version of that item pending approval. Configure the Update item card to suit your needs. schwibach How to Automate Approval of a Document (stored in Sharepoint). 
1. https://www.expiscornovus.com/2023/03/30/page-approval-with-changes/ @Expiscornovus Jeff_Thorpe The Power Platform Super Users have done an amazing job in keeping the Power Platform communities helpful, accurate and responsive. StretchFredrik* Manage list item and file permissions. Congratulations! When you build an approval flow in Power Automate, you should always consider how to store the outcome. This card represents the template for the email that's sent when the status of a vacation request changes. Request Approval (everyone must approve) for a selected file. Select Pages from the navigation bar. We are excited to kick off the Power Users Super User Program for 2023 - Season 1. Select Automate > Power Automate > Configure page approval flow. Require approval of documents in SharePoint by using Power Automate. However, I haven't found a method to request a dynamic list (internal email) of approvers, and to track the Approval Status of a document. Sundeep_Malik* OliverRodrigues This seems pretty basic and straightforward to me, but I can't get it working, so I must be missing something obvious. On the Create file card enter the same Site address as before, and then select the folder where you would like the files to be moved once they have been approved. Now that you've created and tested your flow, be sure to let others know how to use it. If youd like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. TheRobRush Akser Select Add an action in the If yes branch. If you use modern email clients, you don't have to wonder if a request is still required because Power Automate automatically updates the email to indicate that the approval request is completed. Sign in to Power Automate, and then perform the following steps to create your flow. check in file to draft. Curious what a Super User is? OliverRodrigues Possibly you made a mistake in the request, or its no longer relevant. Site Address, List Name, Id, and Title are required. By Microsoft. AJ_Z I guess there would be a need for 're-approval' so that I can change the list, and also a method to prompt those that have not responded. It's a good idea to periodically save changes to your flow as you go. cha_cha This episode premiered live on our YouTube at 12pm PST on Thursday 30th March 2023. 
If a file has been approved but not modified in the last 12 months (for example), I would like the flow to re-submit the file for approval. If majority vote for Yes, then the document approval process will be marked as "Approved" else "Rejected". If you've followed along, your flow should resemble this image: Now that we've created the flow, let's see it in action. For example, you can create document approval flows that approve invoices, work orders, or sales quotations. Anchov I'd like to build a scheduled flow which monitors the contents of a Sharepoint document library. PriyankaGeethik Sign in to Power Automate. Find out about new features, capabilities, and best practices for connecting data to deliver exceptional customer experiences, collaborating, and creating using AI-powered capabilities, driving productivity with automationand building towards future growth with todays leading technology. Sign in to Power Automate, and then perform the following steps to create your flow. grantjenkins VisitPower Platform Community Front doorto easily navigate to the different product communities, view a roll up of user groups, events and forums. Starts when someone creates a vacation request in a SharePoint Online list. AaronKnox Documents that contain sensitive information often require approvals. 
Select Continue. momlo M365 Conference - May 1-5th - Las Vegas AaronKnox Select the Choose a value box on the right, and then enter Approve into the box. Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more. Akser Get file metadata. Select +New step, and then type get manager into the Choose an action search box. Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. Ramole Jeff_Thorpe WebStart an approval process and send an email on Microsoft Form submission. Your pending approval requests appear on the. Join us for an in-depth look into the latest updates across Microsoft Dynamics 365 and Microsoft Power Platform that are helping businesses overcome their biggest challenges today. You can automate this entire content approval process using an approval flow. Pstork1* Go to the Start an approval for new file to move it to a different folder template. Select Create flow. Koen5 CraigStewart Nogueira1306 You can connect to SharePoint Online or to an on-premises SharePoint 2013 or 2016 farm using the On-Premises Data Gateway to manage documents and list items. David_MA AJ_Z European Power Platform conference Jun. This time we get the pre-approver's manager. Adds the vacation request to the approval center and then emails the request to the pre-approver. These responses are case-sensitive. The approver can even be you! You can send approvals requests to persons outside your organization. a33ik You might get a warning message from the Flow checker. For detailed information about using SharePoint with Power Automate, go to the SharePoint documentation. Power Platform Integration - Better Together! So, looking at the templates, I spot that Forms can be used. Use the steps from Update SharePoint with pre-approval rejection to add, and then configure an action that updates SharePoint if the final approver rejects the vacation request. Jeff_Thorpe Follow these steps to complete this tutorial. On your mobile phone with the Power Automate app installed, select Approve from the request approval email. The condition is "getPastTime(1,'Day')" (again, this will be updated to 12 months once testing is complete) but this flow in its current setup gives me the following error message: "The execution of template action 'Apply_to_each' failed: the result of the evaluation of 'foreach' expression '@items('Apply_to_each_2')? Find out about new features, capabilities, and best practices for connecting data to deliver exceptional customer experiences, collaborating, and creating using AI-powered capabilities, driving productivity with automationand building towards future growth with todays leading technology. More info about Internet Explorer and Microsoft Edge, Start an approval for new file to move it to a different folder. Power Automate uses a SharePoint trigger when a new file is added to the library. Template for the email that 's sent when the status of a vacation request changes Add an in. Store and manage the documents that contain sensitive information often require approvals Office 365 Users action > configure page flow... These are MS Word documents, although I assume the method could be the for. Pages sign in to Power Automate, and I enter here the comments want... Id, and customers document approval process using an approval flow approve ) for a chance to have work... 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