Upon further research, for a different flow, I discovered you can go straight for condition control if you use Outcome instead of Responses. I don't want to do this video for the 3rd time since the steps I show in the video will work. Just know there is another option if you would like.
@@anubhavanant I had to go look for it because I forgot where they put that option 🙂 If you go to the email connector and click the tiny drop down at the bottom of the box for advanced options you will find CC and BCC options.
Thank you Heather for an interesting walkthrough. I made my vacation approval form but instead ofhaving it shiw in the Teams, I added it to the SharePoint site. The only thing that I am stuck is adding another Update to the 'Condition' when an item is approve, which is to Update the Manager (Approver's) Outlook calendar. I would love if you create another video addining that particular add on. Thanks again.
HI Sai, adding things to people's calendars can be tricky and I have not played with it recently. This is an interesting use case that I will add to my ever growing list of video ideas. No promises on timeline but it is on the ideas list.
I am glad it helped. It took me some time to figure out multi level approvals and parallel approvals. In case it helps, this link goes to the Microsoft help page that got me through my first multi level approval. docs.microsoft.com/en-us/power-automate/sequential-modern-approvals
While creating this video and building the flow I ran into issues. Rather than cut it out and pretend as it all worked out perfectly the first time, I decided to use this video as a way we could all learn together.
You are very welcome, Power Automate is a good tool to save time. But if you are like me, it can have a steep learning curve. Glad we could learn together.
@HeatherMajors, because once the flow is started and approved, I receive other approval notifications for the same document on Microsoft Teams. Many thanks!
I just tested this in the new designer in Power Automate and Update item is there when I use the When an Item is created trigger. The update item is the only way I know to write the data back to the list. The only thing I can think of that may have gone wrong is you may have picked when a FILE is created instead of when an ITEM is created as the trigger. They are right next to each other on the trigger list and it is easy to click too fast and pick the wrong one.
@@HeatherMajors Thank you for the quick response. I was using the template "Content Schedule with approvals" in lists. For some reason, you can't update the approval status column with update item or at least I couldn't. I decided to just make my own list in sharepoint with the columns I needed and it works way better now.
Hi Heather , I created a flow just as yours and i still have the issue with the flow going to "rejected" side even if the request gets approved. What could be wrong ?
Hi Catalin, the most common culprits when this happens to me are the two following things. First, the fields in the condition control are case sensitive. For example if you put "approve" in the control with a lower case "a" it will show rejected every time because the approval feature in Power Automate uses an upper case "A". I tend to type fast and not pay attention to capitalization so learned that one the hard way. The other is whether you use outcome or responses for the condition control. Outcome is newer and easer to use because Power Automate will let you process it as a single response. Responses will make you put in an apply to each loop on the next step.
Do you mean applying a template to SharePoint? Sorry, now sure the context here since this power automate video does not talk about design template id.
Hi, in this example I use SharePoint Lists but you can use forms. The goal of this example was to get the information and then keep the results somewhere. Thus Lists for both parts. But you could use a form to gather the data and Lists to save the data. Up to your business process really :)
Hi Sayed, full honesty here I am not the best with Power Apps. May I suggest looking at @PowerAppsTutorial or @AprilDunnam. Both have a lot of Power Apps videos and they may have more detailed advice than I can offer.
Hi Chris, I just checked in my Power Point environment and I don't think it is possible to add the event to a Teams calendar because it looks like the connection needed for Teams calendar does not exist. Teams does not have a real "shared" calendar at this time. It has channel calendars but they are meant for scheduling meetings with everyone in that channel. The problem with that solution is that every leave or sickness would be added to everyone's personal calendar as well. Not ideal in most cases (at least where I work). It might be better to investigate using a shared group calendar that you then pin in Teams for everyone to see.
I am trying to build an approval flow that will assign approvals to certain people based on what is submitted (eg Mary approves car requests that come in and Joey approves motorcycles). Do you have any pointers?
@@HeatherMajors Super appreciate the reply! I'll give that a try. Sometimes it's hard for me to get my mind around what I'm asking Flow to actually do haha. This helps
Glad you found it helpful. As a person who is still trying to learn the more complex flows I often stare at the screen and ask it what I should do next, lol.
Often times when I get rejected when I think the flow is correct it is a syntax error or it is a capitalization error. For example in my flow I kept putting approved (lower a) when the list it was connected to had a capital A in the column header. Once that was fixed the flow ran as expected.
@@HeatherMajors Thanks 👍 I Used Third party API To create And send documents To client for Signature after Signature than I want to share documents to Account's team Please Can it is possible you Create a video on same task or Also tell me Other Method how I can Do this ?
Upon further research, for a different flow, I discovered you can go straight for condition control if you use Outcome instead of Responses. I don't want to do this video for the 3rd time since the steps I show in the video will work. Just know there is another option if you would like.
Thanks @heatherMajors - is there any way i can add cc to notify different manager
@@anubhavanant I had to go look for it because I forgot where they put that option 🙂 If you go to the email connector and click the tiny drop down at the bottom of the box for advanced options you will find CC and BCC options.
Thank you Heather for an interesting walkthrough. I made my vacation approval form but instead ofhaving it shiw in the Teams, I added it to the SharePoint site. The only thing that I am stuck is adding another Update to the 'Condition' when an item is approve, which is to Update the Manager (Approver's) Outlook calendar. I would love if you create another video addining that particular add on. Thanks again.
HI Sai, adding things to people's calendars can be tricky and I have not played with it recently. This is an interesting use case that I will add to my ever growing list of video ideas. No promises on timeline but it is on the ideas list.
Thank you soo much for posting this! I struggle too often with multi-approval flows but this pushed me in the right direction 😎
I am glad it helped. It took me some time to figure out multi level approvals and parallel approvals. In case it helps, this link goes to the Microsoft help page that got me through my first multi level approval. docs.microsoft.com/en-us/power-automate/sequential-modern-approvals
While creating this video and building the flow I ran into issues. Rather than cut it out and pretend as it all worked out perfectly the first time, I decided to use this video as a way we could all learn together.
very clear and easy to follow. Thanks for sharing!
You are very welcome, Power Automate is a good tool to save time. But if you are like me, it can have a steep learning curve. Glad we could learn together.
@HeatherMajors, because once the flow is started and approved, I receive other approval notifications for the same document on Microsoft Teams. Many thanks!
Glad you could find some information that is useful for you. 😀
How you do get the Approval status value option? my power automate does not give me that option for the Update Item Action
I just tested this in the new designer in Power Automate and Update item is there when I use the When an Item is created trigger. The update item is the only way I know to write the data back to the list. The only thing I can think of that may have gone wrong is you may have picked when a FILE is created instead of when an ITEM is created as the trigger. They are right next to each other on the trigger list and it is easy to click too fast and pick the wrong one.
@@HeatherMajors Thank you for the quick response. I was using the template "Content Schedule with approvals" in lists. For some reason, you can't update the approval status column with update item or at least I couldn't. I decided to just make my own list in sharepoint with the columns I needed and it works way better now.
Hi Heather ,
I created a flow just as yours and i still have the issue with the flow going to "rejected" side even if the request gets approved.
What could be wrong ?
Hi Catalin, the most common culprits when this happens to me are the two following things. First, the fields in the condition control are case sensitive. For example if you put "approve" in the control with a lower case "a" it will show rejected every time because the approval feature in Power Automate uses an upper case "A". I tend to type fast and not pay attention to capitalization so learned that one the hard way. The other is whether you use outcome or responses for the condition control. Outcome is newer and easer to use because Power Automate will let you process it as a single response. Responses will make you put in an apply to each loop on the next step.
Do you know how to assign the Existing site design template id to the Newly created website.
Do you mean applying a template to SharePoint? Sorry, now sure the context here since this power automate video does not talk about design template id.
Is the request data collected via MS form?
Hi, in this example I use SharePoint Lists but you can use forms. The goal of this example was to get the information and then keep the results somewhere. Thus Lists for both parts. But you could use a form to gather the data and Lists to save the data. Up to your business process really :)
Useful tutorial!
but I have the challenge to create multi-level approval inside Power Apps, not on the surface of emails.
Hi Sayed, full honesty here I am not the best with Power Apps. May I suggest looking at @PowerAppsTutorial or @AprilDunnam. Both have a lot of Power Apps videos and they may have more detailed advice than I can offer.
I want to use approvals to approve leave and sickness and populate to a shared teams calendar, do you know if this is possible, thanks chris
Hi Chris, I just checked in my Power Point environment and I don't think it is possible to add the event to a Teams calendar because it looks like the connection needed for Teams calendar does not exist. Teams does not have a real "shared" calendar at this time. It has channel calendars but they are meant for scheduling meetings with everyone in that channel. The problem with that solution is that every leave or sickness would be added to everyone's personal calendar as well. Not ideal in most cases (at least where I work). It might be better to investigate using a shared group calendar that you then pin in Teams for everyone to see.
I am trying to build an approval flow that will assign approvals to certain people based on what is submitted (eg Mary approves car requests that come in and Joey approves motorcycles). Do you have any pointers?
Hi, I have not tried to build a flow of that kind. Condition controls are my go to when I want to have a flow do two different things.
@@HeatherMajors Super appreciate the reply! I'll give that a try. Sometimes it's hard for me to get my mind around what I'm asking Flow to actually do haha. This helps
Glad you found it helpful. As a person who is still trying to learn the more complex flows I often stare at the screen and ask it what I should do next, lol.
I am still getting rejected email picked for approval flow
Often times when I get rejected when I think the flow is correct it is a syntax error or it is a capitalization error. For example in my flow I kept putting approved (lower a) when the list it was connected to had a capital A in the column header. Once that was fixed the flow ran as expected.
Nice 👍
I want to create and send a documents and get response of this document when documents signed by client in power Automate
You might need set up some condition controls but it can be done.
@@HeatherMajors Thanks 👍
I Used Third party API To create And send documents To client for Signature after Signature than I want to share documents to Account's team
Please Can it is possible you Create a video on same task or Also tell me Other Method how I can Do this ?
@@HeatherMajors means?
How to create sharepoint list?
Hi I have a video about getting started in Lists that can be found here: ruclips.net/video/YjIMmc9ApNg/видео.html