Multi Step Approvals in 365 with Power Automate, SharePoint, and Teams✔️

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  • Опубликовано: 22 дек 2020
  • In this video, you'll learn to create multi step approvals using Power Automate. This will allow users to send a file for approval to two levels of users, automatically move the file once approved, and it will also automatically send update messages!
    SharePoint Video Mentioned: • How to Easily Create a...
    Basic Approvals Video: • Create Simple Document...
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    #PowerAutomate #Approvals #SharePoint
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Комментарии • 37

  • @sanketkulkarni3
    @sanketkulkarni3 10 месяцев назад

    You are a life saver !!! I have been trying to do this for many days, but was getting stuck and couldn't understand the issue. But the way you explained everything is just amazing. Couldn't thank you enough. Wish you great health and life !

  • @kimollhoff-nett5398
    @kimollhoff-nett5398 2 года назад

    This was so helpful!!! Trying to implement something at work for simple approvals with multiple people in stages. Your tutorials are easy to understand.

  • @nikkimartin2139
    @nikkimartin2139 Год назад

    Thank you. This was super helpful and easy to follow. I have a similar but different scenario. I’d like to see a scenario where there are multiple reviewers, not approvers in the same stage. Each time a reviewer completes the review, the initiator receives an email. Once all reviewers complete their review, the flow returns to the initiator for further action.

  • @distancelab2010
    @distancelab2010 2 года назад

    Thanks, this really helps get my head around approvals and flows. Looking forward to more 🙂

  • @DuncanFairweather
    @DuncanFairweather 2 года назад +1

    Very nice - you earned a new subscriber. Had a version of this up and running in no time (although the final chat-box thing doesn't actually do anything in our environment). Any tips on creating a drop-down for the Approvers?

  • @MountainStateAngler
    @MountainStateAngler 9 месяцев назад

    I love you guys! You've made me a better IT admin/engineer/manager at my job. :)

  • @GPC93
    @GPC93 3 года назад +1

    Thanks for the video. Is there a way of keeping the contents of the files private if the same SharePoint system is being used for several users? Also, after step1 approval can the person reviewing the file at step 2 see who has approved at step 1?

  • @donnavarghese790
    @donnavarghese790 2 года назад

    Thank you for this video this really helped me at work to automate our approval process.

  • @rdavies84
    @rdavies84 3 года назад

    Great video! How would you create a list of all pre-approved and approved files and their current approval status?

  • @nnamdichime9978
    @nnamdichime9978 Год назад

    Brilliant video! Thank you.

  • @abbasthegreat5
    @abbasthegreat5 Год назад

    Great series of tutorials.
    Please upload more tutorials on SharePoint and power automate.

  • @RobinsonParkTraining
    @RobinsonParkTraining Год назад

    This is great! I was able to create a 3 approval flow. Is it possible to add more than one approver per tier. For example if approver A on the first tier is out of town, I would need a second approver on that level, that could approve to send to the next tier.

  • @sadashivappagirish7329
    @sadashivappagirish7329 3 года назад

    Thanks for the video, this fits my need. If we add more than one reviewer per stage of approval, and the document is picked by a reviewer then How to notify other reviewer to ignore the file as its being reviewed by another member ?

  • @gunterwarhole4419
    @gunterwarhole4419 2 года назад

    Does every person involved need a license/plan for this to work or only the creator of the flow? Which plan would make this work?

  • @adeyemiganiu3075
    @adeyemiganiu3075 5 месяцев назад

    Great video!! However, I would like to know the people who approved the documents. Can there be a list that shows those who approved it in the document library?

  • @harold3470
    @harold3470 2 года назад

    Thanks for the info. This helped me a lot.
    Could you do something similar but using adobe sign?

  • @user-qr7xh6es4i
    @user-qr7xh6es4i 8 месяцев назад

    Great video here, thanks for making it. I've been trying to figure out one little detail making me pull my hair out. I hope you can help me with this. I createed everything you did step by step, but I was asked by my boss if I can make a column on sharepoint that gives the status of what is happening? While it is going through all these approvals, how can i make it show on the share point page whether is in "Pending" or "In Review"?

  • @brdowning
    @brdowning 2 года назад

    In our flow, we have pdf documents which needs to be signed and once signed, returned for processing. What is the best process and/or software to allow to sign these documents directly instead of downloading, sign and uploading the signed documents back under attachments.

  • @imran002ali
    @imran002ali 4 месяца назад

    Hi, awesome video, it is/was clear and very informative, thanks for sharing knowledge, 👍👍

  • @greatindia1943
    @greatindia1943 Год назад

    Super video. Very useful heads off for you

  • @abdulrahmanbaamer8624
    @abdulrahmanbaamer8624 Год назад

    Great video as usual,
    I tried to select the flow I have created, but it's not appearing in automate, it's showing only create rule and manage rules. Kindly support
    Thanks

  • @FredyArg
    @FredyArg Год назад

    Great video, how would I add and have the approver sign documents in the approval process, and upload them to the approved folder?

  • @xMav44
    @xMav44 Год назад

    If you had to prove a file was approved, how would you do that? If only through the flow run history, what if the file was later moved to another folder?

  • @xjbeau
    @xjbeau Год назад

    I've yet to work somewhere EU's pick who approves anything, those things are pre-setup. Is there a workflow that simply allows an EU to open a file, fill it out, and save it and it is sent to the people it needs approval from vs. EU's picking

  • @devoot1650
    @devoot1650 9 месяцев назад

    Question.....are the documents private to only the person that submitted and the approvers?

  • @kristabrach551
    @kristabrach551 3 года назад

    Does anyone know if Power Automate can show the actual flow in graph form?

  • @MrGomezJr
    @MrGomezJr 2 месяца назад

    For auditing purposes, what is a recommendation for associating each approver into the documents version history?
    My initial thought is having text columns where approver names are added along each step so the end result is a document item with a name value in each column...thoughts?

    • @competitivecomputingconsul133
      @competitivecomputingconsul133  19 дней назад

      We will be updating this video to modernize it a bit. There have been some new features that allows things to be a bit more streamlined!

  • @kt-bb6ik
    @kt-bb6ik Год назад

    how do i clear or delete all the *test* approvals please

  • @dhootsachin
    @dhootsachin 2 года назад +1

    I have encountered error says The power flow's logic app flow template was invalid. The template actions 'Apply_to_each_10, Apply_to_each_11' are nested at level '9' which exceeds the maximum nesting limit of '8'.
    Is there a way to exceed maximum nesting limit of 8???
    I have 5 layers of approvals. But when I saved my flow with 4 levels, I encountered this error.
    i am using Microsoft form and trying to build approval of 5 level. how i can do this. Thanks in advance

    • @yeasirarafat256
      @yeasirarafat256 2 года назад +1

      I am also facing the same problem. How did you solve this? any suggestion? Thanks

  • @rustynail9516
    @rustynail9516 3 года назад

    Thankyou this is good content.

    • @competitivecomputingconsul133
      @competitivecomputingconsul133  3 года назад

      Thanks for watching! We release new helpful videos every Wednesday :)
      -CCC Team

    • @rustynail9516
      @rustynail9516 3 года назад

      @@competitivecomputingconsul133 thankyou for everything you do.

  • @diannehowell3055
    @diannehowell3055 2 года назад

    why are these videos so blurry?

  • @trustnonor5139
    @trustnonor5139 Год назад

    Thanks❤

    • @abdulrahmanbaamer8624
      @abdulrahmanbaamer8624 Год назад

      Hi.. I want to ask if it's working with ... because I tried to select the flow I have created, but it is not appearing in option under Automate, it is showing only Create Rule and Manage Rules
      Thanks