Flow Approval Attachments - Power Automate Tutorial

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  • Опубликовано: 8 июн 2024
  • This video is a beginner’s tutorial on working with the flow approval attachments feature in Power Automate. If you ever wanted to attach files to an approval flow, because you wanted to share a copy of a document without having to share a live online link, or you simply prefer file attachments, you are going to love this.
    We will work with flow approval attachments array, attachments content, work with multiple attachments and more.
    Video covers 4 scenarios:
    ✅ Microsoft Forms file uploads as flow approval attachments
    ✅ SharePoint document library file as flow approval attachments
    ✅ SharePoint list item attachments as flow approval attachments
    ✅ Outlook email attachments as flow approval attachments
    Approval flows playlist: • Flow Approvals Cookbook
    File attachments in approval flows: flow.microsoft.com/en-us/blog...
    Flow approval attachments limits: support.microsoft.com/en-us/t...
    #PowerAutomate #Approvals #SharePoint #Outlook #MicrosoftForms
    Table of Contents:
    00:00 - Introduction
    00:49 - Power Automate flow Approval attachments overview
    01:38 - SharePoint document - add file as attachment for approval flow
    06:27 - Add SharePoint list item attachments as approval attachments
    13:45 - Microsoft Forms file uploads - add as attachments to approval workflow
    22:23 - Outlook email attachments as approval attachments in Power Automate
    26:46 - Power Automate Approval Attachment Limitations and Restriction - max file size limit & more
    28:52 - Subscribe to Reza Dorrani channel

Комментарии • 430

  • @cmarkbernal
    @cmarkbernal 2 года назад +8

    Once again, you're mind reading. We were just talking about a process we have that is being done via Outlook voting for approval and One Note, and now want to switch to Power Automate approvals as attachment. So this, partnered with PA print to PDF is going to be golden for us. I also love the Chapters feature added to your videos, so you can share directly to a specific spot. Thank you for adding that!!

    • @RezaDorrani
      @RezaDorrani  2 года назад +2

      So glad to hear that this will be leveraged in a real world use case. Thanks for sharing the info.
      Chapters is my favorite as well :)

  • @nickolaslavrenchuk3890
    @nickolaslavrenchuk3890 2 года назад +1

    I was struggling with this problem for about 5 hours and was so thankful to come by this video. THANK YOU!

  • @teresaagustin5191
    @teresaagustin5191 10 месяцев назад +1

    Reza, thank you for making this video. You really helps me out today and obviously many others with almost 60,000 views. We appreciate all you do. Please keep the great content coming. Not sure what we’d do without you. Best regards, Teresa

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад

      Thank You so much Teresa for all the appreciation

  • @catapalfi6760
    @catapalfi6760 Год назад +1

    This is amazing! All your videos are PURE GOLD! Thank you so much Reza!

    • @RezaDorrani
      @RezaDorrani  Год назад

      Most welcome and thanks so much for watching and liking the videos.

  • @elizabethtoby9086
    @elizabethtoby9086 9 месяцев назад +1

    Thank you for a fantastic explanation for how to do this process and WHY you're having to add certain steps. This is the second video I've digested of yours today that has gotten me further than any Power Automate learning documentation has. Thank you!

    • @RezaDorrani
      @RezaDorrani  9 месяцев назад

      So happy to hear the feedback! Thanks so much for watching and learning from the videos.

  • @vfontanav
    @vfontanav 2 года назад +1

    Man, I would like to thank you for this video! I was looking for days for a way to catch attachments from Outlook e-mail to approvals without any success! Your video explained all scenários with a LOT of USEFUL information! Thanks, thanks and thanks!!!!!

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Glad to know this video is useful. I always try to cover most common scenarios. Happy to hear the positive feedback.
      Thanks for watching.

  • @alzaimoor79
    @alzaimoor79 3 года назад +4

    Great video. Full scenario of approval attachments. Thanks for sharing

  • @horamansarkhosh8615
    @horamansarkhosh8615 2 года назад +2

    Thanks Reza... Awesome...Your teaching style is excellent and is based on real-world projects...👍💚

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Glad you enjoyed the video. Thank You for your kind words :)

  • @joetaylor1916
    @joetaylor1916 Год назад +1

    Amazing video, been struggling with List Item attachments for Approvals for a while now! Thank you

    • @RezaDorrani
      @RezaDorrani  Год назад

      Most welcome! Thanks for watching Joe

  • @MrPhelord
    @MrPhelord 2 года назад +1

    thank you for your guideline. this is a method what i've been waiting for multiple attachment.

  • @calvinmunisi346
    @calvinmunisi346 2 года назад +1

    This is an awesome video. Pure gold as always!!

  • @5394prashant
    @5394prashant 3 года назад +1

    Amazing Video. You are a Genius Reza. I have been looking for this solution for such a long time. 😊

    • @RezaDorrani
      @RezaDorrani  3 года назад

      Glad I could help. Goal was to cover multiple scenarios of approval attachments. Thank You for watching.

  • @amandaamarante6857
    @amandaamarante6857 2 года назад +1

    OMG!! Thank you Reza! Now Im going to speak in Portuguese (my language). Obrigada Reza, os seus vídeos estão me ajudando muito. Ótima explicação e ótimos exemplos.

    • @RezaDorrani
      @RezaDorrani  2 года назад

      You are most welcome!
      VOCÊ É MUITO BEM-VINDO

  • @martinargimon730
    @martinargimon730 Год назад +1

    excellent video reza. Very practical example. thanks a lot ! ( martin from South Africa)

  • @lxz86
    @lxz86 3 года назад +1

    Great video. Full scenario of approval attachments. Thanks for sharing
    totally agreed, perfect guide for the fresh learner

  • @somisadegi361
    @somisadegi361 Год назад

    Thank you Reza for your great videos!

  • @namangupta6440
    @namangupta6440 2 года назад +1

    I am a non engineering, non IT guy, with background in commerical studies only and now learned so much just from two videos and in-fact even started implementing at my workplace. WoW.

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Great story this! So happy to hear how quickly you have started implementing these at your workplace. Best of luck & keep learning.

    • @namangupta6440
      @namangupta6440 2 года назад

      ​@@RezaDorrani In a scenario where after the list item ( eg expense reimbursement) & its attachment (eg invoice) have been approved, how can the log of approval + attachment be generated as one file or a sharepoint item so that user can now proceed to upload the approval as well attachment on Expense reimbursement tool/ Payment tool

  • @familiamorabarquero
    @familiamorabarquero 2 года назад +1

    Thanks for sharing. It was exactly what I was looking for.

  • @fe271
    @fe271 10 месяцев назад +1

    You just saved my life... thanks a million

  • @ciglobal5304
    @ciglobal5304 Год назад +1

    You are great!!! Thanks, your video helped and taught me a lot.

  • @goomis90
    @goomis90 Год назад +1

    The best video, thank you very much! :)

  • @ketlinelizabethgarcia6766
    @ketlinelizabethgarcia6766 2 года назад +1

    Hi, Reza tks for the video!
    U r the best!

  • @edwinjonah
    @edwinjonah 2 года назад +1

    Just what I needed, thanks!

  • @EpicDreamer_
    @EpicDreamer_ 3 года назад +1

    Thank you Reza! That is what I need!

  • @user-rr5bl6hp9l
    @user-rr5bl6hp9l 4 месяца назад +1

    thank you so much! been trying to find a tutorial how to attach existing sharepoint file to power automate approval.

  • @nick1345
    @nick1345 2 года назад

    Your a legend mate! Thank you

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Thanks Nick. My subscribers are legends who keep suggesting awesome topics.

  • @pratikdarak8863
    @pratikdarak8863 3 года назад +1

    Thanks for sharing this. For me perk of video was Limitations related info

  • @gledsonsantos7518
    @gledsonsantos7518 Год назад +1

    Very useful, congratz Reza

  • @LuiIacobellis
    @LuiIacobellis 3 года назад +1

    Great tutorial, thanks Reza

  • @akkaradechsrithongchai7766
    @akkaradechsrithongchai7766 2 года назад +1

    This lesson is very good with Zoom screen too helpful .

  • @pawanmishra6549
    @pawanmishra6549 3 года назад +1

    Thanks Reza, big fan 👍👍

    • @RezaDorrani
      @RezaDorrani  3 года назад

      Thank you for following my work.

  • @Billbear24
    @Billbear24 3 года назад +1

    Thank you!

  • @RobThornley
    @RobThornley 11 месяцев назад +1

    Spend ages today looking for a solution for processing Outlook email attachments and attaching them to an Approval workflow. Your video was very helpful and resolved by issue. 👍👍

  • @jorgeperal09
    @jorgeperal09 2 года назад +1

    Great!!, Really you save me!!

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Glad to know the video is helpful.

  • @balqishaida2391
    @balqishaida2391 7 месяцев назад +1

    thank you so much😭My friend and I struggle to create the flow :') We use the fourth scenario to create in lieu submission approval. This video really helpful!🤓

  • @prajwalskateel
    @prajwalskateel 3 года назад +1

    Great video

  • @abbasthegreat5
    @abbasthegreat5 Год назад +1

    Thank you sir

  • @user-bt7ho9fp6y
    @user-bt7ho9fp6y Год назад +1

    Thank you very much, Reza.
    A very useful video on sending attachments from a SharePoint email. Please make a video about archiving SharePoint with attachments.👍🤝🙏

    • @RezaDorrani
      @RezaDorrani  Год назад

      Thanks!
      I make videos when I receive multiple requests on a topic. I have ideas with over 50+ requests in my backlog

  • @cvkealey
    @cvkealey 3 года назад +1

    This is a fantastic and comprehensive view of the most likely scenarios. The method you use for the Forms attachments is quite a bit simpler than what I've been using. I'll have to try that with a group form to see if it works there as well (I suspect it will). Also, as a heads-up to anyone that wants to save those files to SharePoint, you might want to append something to the file name to ensure uniqueness (for example, the current timestamp). If the "Create file" action tries to add a file with a name that already exists, the flow will fail.

    • @RezaDorrani
      @RezaDorrani  3 года назад

      Thank you.
      All valid points. Group forms with SharePoint will also work. Check - ruclips.net/video/kbqXsKPTmZk/видео.html

    • @cvkealey
      @cvkealey 3 года назад +1

      OK, tried with a Group form and found that in the "Get file content" input, you need to add the "driveId" and a period before the "id". This can be done in one expression: concat(item()['driveId'],'.',item()['id']). The only issue is that I like to append a timestamp to the file name (to ensure unique values) and because the value returned by item()['name'] includes the file extension, it's difficult to insert it between the name and the extension. I got around this by adding a "get file metadata" action, which has a "file name without extension" output, and using some string manipulation to split out the extension and append it after the timestamp. Kind of messy, but it works.

    • @RezaDorrani
      @RezaDorrani  3 года назад

      @@cvkealey As long as it works :)

  • @dhootsachin
    @dhootsachin 2 года назад +1

    You are Awesome !!!. Great Thank you

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Happy to help!

    • @dhootsachin
      @dhootsachin 2 года назад

      @@RezaDorrani using Forms we are getting data from user then further generated approval process using power automate. Can we create same kind of form using SharePoint? so we can take input or response from user and automate this SharePoint for approval process. Could you please make this video
      Thank you So much !!! Really appreciated the way you explain in video.

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      @@dhootsachin Power Automate approval forms cannot be customized. You could use SharePoint forms and trigger approval by calling flow. It all depends on use case. I do not have a specific video on this. I would recommend you post your query with screenshots on the forums at powerusers.microsoft.com/

  • @yanaandsophia
    @yanaandsophia 3 года назад +1

    Thank you Reza great

  • @side54723
    @side54723 3 года назад +1

    Thank you Reza :) Microsoft has improvements to make in order to make such scenario more accessible to business users... It is a low code platform.. Waiting for that there is Reza !!!

    • @RezaDorrani
      @RezaDorrani  3 года назад

      I wish all the JSON outputs were the same for consistency. Till then you have my videos :)

  • @rudiolivier7494
    @rudiolivier7494 2 года назад +1

    LOVE This video. I was looking for a solution for so long and not being use to flow I did not understand the other videos.
    But this is great.
    I was wondering if I look at (Microsoft Forms file uploads - add as attachments to approval workflow) How do I add the responses in the Form as an attachment with the other attachments.

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Responses of the form is something that you could create an html file or pdf file of and then load it to attachments.
      I do not have a specific video on this.
      I have one that shows how to build the pdf file - ruclips.net/video/Da4do2DxmJE/видео.html which may help.

  • @christianneu1258
    @christianneu1258 3 года назад +1

    Thanks Reza for all your amazing videos & tips. Is it really recommendable to use approval attachments? What about the underlying Dataverse? Doesn't this approach consume an incredible amount of memory? Is there an "auto-cleanup" or something else to get rid-off already processed approval actions and their attachments? Otherwise, I see a big risk if such an approach is widely used in an organization.

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Great question. As far as I know, all approvals related data, history etc. get deleted after 28 days or so. So my assumption is the attachments will also get deleted.

  • @bharatishukla1358
    @bharatishukla1358 Год назад +2

    Reza to the rescue again 🙌🏻

  • @julien8979
    @julien8979 3 года назад +1

    Amazing, thanks for sharing! Is it possible to track the versioning history of the file changes that are attached to an item in the SP list attachments (Word/PDF/Excel)?

    • @RezaDorrani
      @RezaDorrani  3 года назад +1

      I don't think list item attachments are versioned.

  • @kathrynhall2019
    @kathrynhall2019 2 года назад +1

    Such a detailed video, thank you. I've been battling with this and I'm so close, but I'm still hitting a couple of snags...
    - I'm trying to send an email after the create file step and include a copy of the attachment, but it's tapping out because it's looking for 'ContentBytes', not Content.
    - My attachments, although they are coming through and also saving in the correct format, are blank and I'm not sure why
    - Is there a point in the flow where I can rename the attachment to something more descriptive? Ideally using the dynamic content from the form itself?
    Thank you 😊

    • @RezaDorrani
      @RezaDorrani  2 года назад

      1) Create file step needs contentbytes structure. You would need to modify the flow accordingly.
      2) I would have to look at your flow in action to provide guidance.
      3) When creating the file is your data source, you can rename it.
      I do not have a video reference on the above scenarios and would have to try it out to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @haliimailekaauwai2868
    @haliimailekaauwai2868 2 года назад +1

    Hello Reza! Another great video. Question, with the attachments, if an approver needed to make edits to one of the documents, would they be able to open the document and make their edits? Or will the document need to be downloaded to their desktop, edited, and reuploaded? TIA

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Downloaded, edited and reuploaded.

  • @akanksha5573
    @akanksha5573 8 месяцев назад +1

    Hey i love the way u teaching ✨..want to ask u can we mandate or rename attachment field in sharepoint new list?

    • @RezaDorrani
      @RezaDorrani  8 месяцев назад

      Thanks.
      Attachments cannot be made mandatory as far as I know.
      You could rename them.
      I kind of show it in my latest video - ruclips.net/video/Aerky9hiYDo/видео.htmlsi=WELuuimiuNwFcsAT

  • @yeetusfeetus8151
    @yeetusfeetus8151 10 месяцев назад +1

    Hi Reza, great video. Do you have a video for permissions with attachments?

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад

      I do not have a video reference on this scenario. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.

  • @lidiamorazan530
    @lidiamorazan530 3 месяца назад +1

    Hi, thank you so much for your tutorial, it's really helpfull! I'm trying to do the same thing but from a Sharepoint Document library and the ''Get attachements'' action doesn't work. Do you know which action I should choose? Thank you!

    • @RezaDorrani
      @RezaDorrani  3 месяца назад

      Get attachments is only for list items.
      Get files is for document library.

  • @58oldguy
    @58oldguy 2 года назад +1

    Thank you for this Reza. I could never have figured it out without your wonderful explanation.
    One thing though, I have not been able to get a submit button to appear in the approval email. Clicking approve or reject always opens the Approvals Center. Is there something I am missing?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Thank you for watching.
      Actionable emails in Outlook is related to Outlook versions. Check docs.microsoft.com/en-us/outlook/actionable-messages/

  • @ryanlevandoski2086
    @ryanlevandoski2086 Год назад +1

    Reza, great video again. Is there a way to add attachments when utilizing a Approval Matrix and a Create an approval. Adding Attachment array seems to work under a normal create an approval, but when doing custom utilizing an approval matrix I can't seem to get the attachment to add.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Not sure as I have not tried this. I will recommend checking on forums in case someone has done something similar
      powerusers.microsoft.com

  • @vimbaimatanda3912
    @vimbaimatanda3912 Год назад

    Great video! I have a question regarding your start and due dates in your list, how were they populated? Is there a video where you demonstrate this? I would like to create the same flow with attachments that runs from the date the request is submitted up until a particular due date, with email reminders.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Its a standard SharePoint list with 2 custom date columns added. I do not have a video showcase the steps.

  • @GregZanone
    @GregZanone 3 года назад +2

    Hi Reza,
    Thanks for the great videos!
    1) What's the difference between using the compose action with json() and just using the parse json action?
    2) When I use your method I seem to be having problems getting Flow to recognize the array and allow me to use it in the approval action as an attachment. Not sure why.
    3) What do I do if I have more than one question with attachments that need to be approved? (Not multiple uploads in the same question -- multiple questions.)
    4) I seem to be getting the 'AttachmentContentNotValidBase64String' which is frustrating.

    • @RezaDorrani
      @RezaDorrani  3 года назад +1

      1) You could go either ways. Parse JSON will always expect a particular JSON schema. json() will just return the JSON equivalent of the data.
      2) I would have to look at your flow in action to provide guidance. Post your issue with screenshots on the forums at powerusers.microsoft.com/
      3) You loop through each question separately and load it in same attachments array
      4) Post your issue with screenshots on the forums at powerusers.microsoft.com/

  • @IndianmominSweden
    @IndianmominSweden 4 месяца назад +1

    Hey, 1st of all thanks for this video.
    I am using power automate for the 1st time in my career and really need your help.
    I have set up approval flow which is working perfectly fine, but when approvers try to open the file, they can't see the content. I have implemented the 1st of your scenario.
    When it is Excel file, the error comes file is corrupt, and when it is PDF, it just open but blank pdf. We mainly have to deal with PDFs and they contain drawings.. Looking forward for your help.

    • @RezaDorrani
      @RezaDorrani  4 месяца назад +1

      Welcome!
      I have not come across the mentioned issue and hence not sure what the cause could be.
      I recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com

    • @IndianmominSweden
      @IndianmominSweden 4 месяца назад +1

      @@RezaDorrani thanks for your reply, I will try that

  • @kathy5771
    @kathy5771 2 года назад +1

    Hi Reza,
    Thank you for showcasing the approval flow with attachments!
    I follow the steps and successfully create the flow with attachments in the Outlook email. However, the action "start and wait for an approval" will also trigger approval requests on MS Teams with no attachment. My question is, would it be able to have the attachment on MS Teams too? If this is another limitation of Power Automate, is it possible to suspend the notification on MS Teams?

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      I don't believe Teams attachments are supported yet. This is a current limitation.

  • @HinaGeo
    @HinaGeo 2 года назад +1

    Hello Reza, Thanks for the videos helping people around the world. I always first come to your channel to get help :). I need your expert guidance/opinion, please. if an approver edits the attachment (In case of a list item with an attached file) or document (A library uploaded file) before approving or rejecting will save the edited file so that the updated/edited file now should be visible to all users? I mean if an approver edits the attachment or file it should be overwritten the actual attachment or file. Shall be very thankful if you please guide on it. Thanks

    • @RezaDorrani
      @RezaDorrani  2 года назад

      The attachments being sent for approvals action cannot be edited. It is more like a copy.
      Approver would need to download it, edit it and the upload it back to data source (list or library).

  • @PsYc87
    @PsYc87 7 месяцев назад +1

    Hi Reza, another great video. Is it possible to upload an attachment to a sent approval? Eg. An approver needs to upload an additional attachment in to their Teams approval, which then gets added to the SharePoint list.

    • @RezaDorrani
      @RezaDorrani  7 месяцев назад +1

      Approval forms does not allow for attachments to be uploaded.

  • @user-sr4od8xd1f
    @user-sr4od8xd1f 8 месяцев назад +1

    Hi Reza, Greats videos!
    I need to insert a checkbox in the approval email such that the approver, reads and understands the text/string and clicks on the checkbox before they click on the Approve button. Is this something that can be accomplished?

    • @RezaDorrani
      @RezaDorrani  8 месяцев назад

      The approval email form cannot be customized.

  • @jmrendel98
    @jmrendel98 Год назад

    Very helpful! I have been struggling, though, with what if the form results (and corresponding attachment) reside in sharepoint, not onedrive? Thank you!

    • @RezaDorrani
      @RezaDorrani  Год назад

      I have done videos on those too. Check the Power Automate playlist on my channel.

  • @teganhage6612
    @teganhage6612 2 года назад +1

    Great video Reza. I need to create a flow where the attachments from a Sharepoint form generate on 2 subsequent approvals and then an email with attachments. The Attachments array variable you described works perfectly for both approvals and keeps failing on the last step 'Send an email'. Do you have any suggestions?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I will have to look at your flow in action to know the cause of your issue. I would recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

  • @oluwatobiyusuf
    @oluwatobiyusuf 2 года назад +2

    Great video Reza. Thanks for the insight.
    I have a question, what if we have multiple fields with attach documents on the Microsoft Forms. How do initialize and append variables for the individual fields on the Forms?

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      You can create variables for each field and then combine them (if required) using expressions.

    • @oluwatobiyusuf
      @oluwatobiyusuf 2 года назад +1

      @@RezaDorrani thank you so much

    • @tproto223
      @tproto223 2 года назад

      @@RezaDorrani Hi Reza, thank you for the video. In this scenario where there are multiple fields with attached documents, which expression should be used to combine them in order to attach all documents to the approval email?
      Thank you

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      @@tproto223 It is not only expressions. Multiple actions and expressions would be needed to get it to work. I do not have a video reference on this scenario and would have to try it out to provide guidance. I will recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.

  • @CS-dm8fu
    @CS-dm8fu Год назад +1

    Hi Reza, thanks so much for your content. @27:40 in the video you mention that the attachments cannot have special characters, but could be fixed using Expressions and Flow. Just wondering if you have a video on how this can be done? have a flow that copies attachments to a document library, but ones with special characters do not display. I’m hoping to find a solution to sanitize the attachment file names. Thanks for any direction/video that you can provide.

    • @RezaDorrani
      @RezaDorrani  Год назад +1

      you would need to use replace function to replace all those special characters
      example: replace(replace(filename,'*',''),'|','')
      I will recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.

  • @orleevelarde9997
    @orleevelarde9997 2 года назад

    Thanks for the step by step tutorial. How about if I need to exclude specific types of attachment like zip or pdf?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      You could use the Filter data operation to remove specific file types from the attachments array.

  • @calvinmunisi346
    @calvinmunisi346 2 года назад +1

    Hi Reza, this is a great video as always. Is there a way to make the sharepoint list readonly when the approver needs to approve/reject so as to avoid making changes to the list item?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      You would need to set permissions on the list item as the item moves through the approval process.

    • @calvinmunisi346
      @calvinmunisi346 2 года назад +1

      @@RezaDorrani thank you..

  • @yandisafanqa6050
    @yandisafanqa6050 Год назад +1

    Hi Reza thank you once again. I was looking for MS form file upload and this video helped. Is there another shorter way to create Ms forms file ulpoad approval flow you can show us? Thanks.

    • @RezaDorrani
      @RezaDorrani  Год назад +1

      I am not aware of any other shorter way / I would have to try it out to know more. I will recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.

    • @yandisafanqa6050
      @yandisafanqa6050 Год назад +1

      @@RezaDorrani Thank you for the feedback

  • @lionking.MuZimba
    @lionking.MuZimba 7 месяцев назад +1

    Thanks for this walk through Reza, and for all your other awesome content. It makes our lives much much easier. Do you have any thoughts on why my use case of trying to extract attachments from a list item results in corrupt files that will not open? I've followed the section in your tutorial for this, but still get corrupt files in my approval email. Your thoughts will be much appreciated Reza, thank you.

    • @RezaDorrani
      @RezaDorrani  7 месяцев назад +1

      You are most welcome!
      I have not come across the mentioned issue and hence not sure what the reason for your issue is. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

    • @lionking.MuZimba
      @lionking.MuZimba 7 месяцев назад

      @@RezaDorrani sure thing, i'll post an issue in the forum

  • @user-jw9sj8ku5d
    @user-jw9sj8ku5d 19 дней назад

    Reza, thank you for another great video. Question about this process. If the approver adds comments to a word document, do the comments get retained throughout the approval process across all approvers?

    • @RezaDorrani
      @RezaDorrani  19 дней назад +1

      Word doc is independent of the process. The doc is shared as an attachment so any updates made there wont reflect. Best for user to make changes to original document (wherever it is stored)

  • @danielrumbak2530
    @danielrumbak2530 2 года назад +1

    Hi Reza, Nothing short of brilliant. I noticed the keys for the approval action in the JSON was {"name": _________, "content": ______} whereas for an email action it's {"Name": _________, "ContentBytes": ______}. Will one work in the other or only for their respective actions (Approval vs Email)?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Yes, it differs based on the connector type.

  • @shannonp3mo169
    @shannonp3mo169 Год назад +1

    Hi Reza, excellent video once a gain. I have a question. I can get the flow working correctly, but the attachments only come through with the email notification and in the Power Automate Approvals area. The MS Teams approval is not showing the attachments. We either need to have the attachments coming through in MS Teams as well, or we need to be able to turn off the approval requests going to Power Automate and MS Teams, and only have them going to email. Thanks in advance for your help!

    • @RezaDorrani
      @RezaDorrani  Год назад

      I believe that is a current limitation.

    • @shannonp3mo169
      @shannonp3mo169 Год назад

      @@RezaDorrani Hi, is there a way to stop notifications going to MS Teams or Power Automate, and only have them going by email?

    • @RezaDorrani
      @RezaDorrani  Год назад

      @@shannonp3mo169 Im not aware of an option

  • @tiagoarauko3857
    @tiagoarauko3857 2 года назад +1

    Great Video! I have one question, how can I do it in case get the attachments of different questions from forms and send to approval, please? Thanks

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I do not have a video reference on this scenario and would have to try it out to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

    • @tiagoarauko3857
      @tiagoarauko3857 2 года назад +1

      @@RezaDorrani Thanks a lot!

  • @annaadezati8400
    @annaadezati8400 2 года назад

    Hi Reza, very useful, would it be possible to describe how to send an email to another email once validation is performed with the attachments ?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Send an email to another email?

  • @ammarwasif5337
    @ammarwasif5337 2 года назад +1

    Hi Reza, Thanks for these helpful videos. How can we have the audit log of these approvals for internal/external auditors. Further, if you could consider making a video on a scenario where initiator places a file on preapproval folder document library, approver receives the email, once approver approves the document, the files in preapproval folder are moved to another approved folder.

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Track approval history - ruclips.net/video/lYE7NXTDPJY/видео.html
      I will add your approval scenario request to my backlog.

    • @ammarwasif5337
      @ammarwasif5337 2 года назад +1

      @@RezaDorrani Thank you so much boss.

  • @sumanupadhyay2030
    @sumanupadhyay2030 2 года назад +1

    Thanks Reza, Any limit to add number of approvers

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I don’t believe there is any defined limit.

  • @shereenraza779
    @shereenraza779 Год назад +1

    Really informative videos Reza. I am trying to get data populated on my share point through MS forms (having attachments) and I am trying to get approvals where the approver gets the link to those attachments. The error that I get is
    Flow save failed with code 'OpenApiOperationParameterValidationFailed' and message 'Input parameter 'WebhookApprovalCreationInput' validation failed in workflow operation 'Start_and_wait_for_an_approval': The parameter with value '"@{variables('varAttachments')}
    "' in path 'WebhookApprovalCreationInput/attachments' with type/format 'String' is not convertible to type/format 'Array'.'
    and I don't really understand why

    • @RezaDorrani
      @RezaDorrani  Год назад

      I have not come across this issue hence not sure. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

  • @smolahloe
    @smolahloe 2 года назад

    Thank you Reza, how do I enable Actionable Email in my tenant? It used to be enabled and something changed - Chang was effected by Microsoft

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I would recommend to create a support ticket with Microsoft in that case.

  • @3itsivaashwini.g.k555
    @3itsivaashwini.g.k555 10 месяцев назад +1

    Great video, Reza! Thank you so much again. I need one idea regarding this. When I click the attachment to open in the approval form in Teams, it automatically downloads. When I try to open it in email, it does open, but when we save it, it saves to our system instead of updating the changes. Is there any possibility to edit the document in the online version (maybe in another tab) instead of downloading? Thanks

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад +1

      I don't believe we have any control over the default behavior.

    • @3itsivaashwini.g.k555
      @3itsivaashwini.g.k555 10 месяцев назад

      @@RezaDorrani Is there any possibility to provide link of attachments in approval form directly Reza?

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад

      @@3itsivaashwini.g.k555 Body of approval is one place where that could be done

  • @MrinalMehra
    @MrinalMehra Год назад

    Hi Rezza
    Thanks for the useful video. I am unable to see the attachment col in my sharepoint List though it has attachments. Can you please help.

    • @RezaDorrani
      @RezaDorrani  Год назад

      I will have to look at your flow in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @RM-cn4fm
    @RM-cn4fm Год назад

    Thanks for another great tutorial Reza. I have used this to design an Approval flow with files attached. It works great but for a small error. As my flow calls for emailing the original file back to responder who submitted the form I'm getting the below error at that stage :
    The API operation 'SendEmailV2' is missing required property 'emailMessage/Attachments/0/ContentBytes'.

    • @RezaDorrani
      @RezaDorrani  Год назад

      I will have to look at your flow in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

    • @katymccormic6330
      @katymccormic6330 Год назад

      I changed the JSON from "content": to "contentBytes": and it corrected this error.

  • @monashah4892
    @monashah4892 2 года назад +1

    Hi Reza, this video is great, it is exactly what I needed for the workflow I am working on. However, I did encounter a tiny issue (referring specifically to the 3rd scenario explained in this video - about attaching attachments to the approval email). In the event where attachments are uploaded, the flow works beautifully. If no attachments are uploaded in the MS Form then the flow fails. Do you have a fix for this?
    The flow I am working on is: It starts with MS form is submitted with or without attachments, sent to the approver (with attachments where applicable) if approved the information and is saved in the group SharePoint list and if the form is declined, it is not saved anywhere.

    • @RezaDorrani
      @RezaDorrani  2 года назад

      You can use the length expression to check if length of attachments array is more than 0.

    • @nohpetsrs
      @nohpetsrs 2 года назад

      @@RezaDorrani can you expand on this a bit more - I have similar issues when the user does not attach anything which in this use case attachments are optional

    • @RezaDorrani
      @RezaDorrani  2 года назад

      @@nohpetsrs Length is an expression in flow. Difficult to showcase steps here in chat.
      Check flow expressions video - ruclips.net/video/O97IdCbfMQI/видео.html

    • @tristynhuet-heart4056
      @tristynhuet-heart4056 8 месяцев назад

      I'm having a similar issue but the flow is failing when an attachment is included.

  • @santi-mr5zw
    @santi-mr5zw 2 года назад +5

    Thanks Reza
    Followed your step by step tutorial, however I'm getting an error under " start and wait approval" as follow:
    The request failed. Error code: 'InvalidRequestContent'. Error Message: 'The request content was invalid and could not be deserialized: 'Unexpected character encountered while parsing value: {. Path 'attachments[0].content', line 1, position 852.'.'.
    per checking, the varAttachments is causing this error, I would appreciate your feedback for any work around.
    Thank you

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I will have to look at your flow in action to provide any guidance. I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com

    • @kabax5
      @kabax5 2 года назад

      I got the same issue. Were you able to find a solution?

  • @nadilasetiabudiarto3988
    @nadilasetiabudiarto3988 2 года назад

    Hi Reza, thank you for the video, is it possible to customize the approvals for different items in one email? sample, if we submit 3 items and attachments in ms. form then we send the items in 1 email and we can approve the item from 3 items based on our preference. Thank You

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Approvals action is meant for a single entity. You would need to fire multiple approval actions (emails).

  • @prielbuzny1812
    @prielbuzny1812 Год назад +1

    Hello, this video was very helpful, but I think I confused myself. Everything seemed to be going well, but when you selected the onedrive to grab the attachments I got a bit lost because I had watched one of your other videos on automated email messages with form responses and in that video you pulled from the sharepoint file location. I wasn't using onedrive to automate the approval, so I tried to pull from the sharepoint file path, but that didn't work. Is it possible to do Flow Approval with Attachments using a sharepoint file path?

    • @RezaDorrani
      @RezaDorrani  Год назад

      At what time in video I show the OneDrive action?

    • @prielbuzny1812
      @prielbuzny1812 Год назад

      @@RezaDorrani oh wow fast response, thanks. It was 18:41.

  • @relaxingmusicsoundcorner9127
    @relaxingmusicsoundcorner9127 2 года назад +1

    Can you help me, I have a question, what if the approver open the attachment and then edit the file such as insert a note or a picture into the file, and when a create flow send a email notifications and setting the attachment field as a file content it didn't show up in the recipient email, how to make the updated file show up in the notification email?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      The attachment being mailed out is a copy. Update is not currently a feature.

  • @adaguilarh
    @adaguilarh 2 года назад

    Hi Is there a way to make the Array Solution of multiple Atachment but from the Get File Content function from the Document Library? I use first Get File Properties, then Apply to Each Get File Content and populated the Array. The document is on the array but withe the file extention.

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I'm sure there is a way, but I would have to try it out to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @aegon6912
    @aegon6912 7 месяцев назад

    hai ur video is very helpful to me but got a question is it possible if add 2 attachments at the start and wait for an approval video 20.35

    • @RezaDorrani
      @RezaDorrani  7 месяцев назад

      You can add multiple attachments.
      Check ruclips.net/video/Aerky9hiYDo/видео.html

  • @koynabettawar1211
    @koynabettawar1211 3 года назад +1

    Sir, I have used tabbed forms, learnt from your video tabbed forms video. In that I want to disable and enable buttons based on check boxes. If check box is checked then button should be enable. Otherwise it should be disable. And the buttons are in the gallery, so what should I do sir? Please clear my doubt.

    • @RezaDorrani
      @RezaDorrani  3 года назад

      I would have to recreate your scenario to provide any guidance. Idea would be to set the formula on the display mode property of the button. Here you will set the mode based on the checkbox value. I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @dreambymana4981
    @dreambymana4981 2 года назад

    Hello Reeza,please let me know if we can filter a value from Excel online based on time stamp. Basically I want to filter response which was submitted today after 9AM,not before that

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      I believe it is possible but I would have to try that out. I will recommend you check on the forums at powerusers.microsoft.com/

  • @patiencekudalor4835
    @patiencekudalor4835 4 месяца назад

    Thank you for a very thorough demo. I have followed "Add SharePoint list item attachments as approval attachments" video but Im getting an error for at the "Start and Await for an approval stage" . This is the error - The request content was invalid and could not be deserialized: 'Unexpected character encountered while parsing value: {. Path 'attachments[0].content', line 1, position 1994.'.'. thanks once again.

    • @RezaDorrani
      @RezaDorrani  4 месяца назад

      I have not come across this issue and hence not sure what is the cause for your issue. I recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @azharshaik21
    @azharshaik21 2 года назад

    Hi Reza, can we also change the approval incase if the approver leave the company/on vacation ?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      You can always check if user is active or on vacation prior to assigning the approval task.
      ruclips.net/video/r8jk5xigpQg/видео.html

  • @analuciamartinez2939
    @analuciamartinez2939 2 года назад +1

    Hi, Reza, thank you for the video. I'm trying to attach a file that is uploded through a microsoft form, so i followed all your steps. However when y test my flow i get the following error in the approval: The request failed. Error code: 'InvalidRequestContent'. Error Message: 'The request content was invalid and could not be deserialized: 'Error converting value "name" and "content". Do you have any ideas on how to fix this?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      MS Forms files are a different ball game. I have a video coming on them next week.

  • @olalekanodutola5723
    @olalekanodutola5723 Месяц назад +1

    Hello Reza, thanks for this flow. I am trying to use this flow and upload additional files as part of the input in the selected file action. I used "For a selected file and add input. As part of the input , I included additional files. But the files are not readable while i tested the flow. I guess i need to bring them in somehow? Please I do i bring those additional files in and make the approver view them. Thanks

    • @RezaDorrani
      @RezaDorrani  Месяц назад

      I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com

    • @olalekanodutola5723
      @olalekanodutola5723 Месяц назад

      @@RezaDorrani Thanks Reza. I will appreciate if you can try it. This is really important for me for with management. I have tried to include the additional files but not working. I think i need to get/read the file content and include them in the approval attachments. I will also post it on forum as advised

    • @RezaDorrani
      @RezaDorrani  Месяц назад

      @@olalekanodutola5723 I have no plans to try it out as I am working on multiple new video topics. Forums will be your best bet.

  • @Billbear24
    @Billbear24 3 года назад +1

    Rezza, would love to see a intro into adaptive cards in teams. I found a video from you speaking at SPC, wondering if you have time for an intro video?

    • @RezaDorrani
      @RezaDorrani  3 года назад +1

      It is in my list. Have been waiting for it to go out of preview (some actions are in preview with Teams connector). I will be covering daptive cards (very basic version) as part of my live series ruclips.net/video/SF6iF6aEhsA/видео.html

    • @Billbear24
      @Billbear24 3 года назад +1

      @@RezaDorrani i've added to my reminders. I'm inspired to start learning JSON now.

    • @RezaDorrani
      @RezaDorrani  3 года назад +1

      If RUclips live works well, I will cover many more topics including JSON.

  • @sonial.8345
    @sonial.8345 2 года назад

    Thanks for your video, really helpful! For the sharepoint list attachment, I did exactly the same configuration, but got error message saying "bad request. The request failed. Error code "attachmentcontentnotvalidbase64string" could you please advise what's the reason?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I will have to look at your flow in action to provide any guidance. I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @akmamardzuan3655
    @akmamardzuan3655 2 года назад +1

    thank you for the nice explanation. but I want to combine 2 attachment from MS form and make it as an attachment in approval process. thus, I use compose function where I insert union expression. but approval function does not accept compose as an attachment.
    do you have any solution how to insert merge file from MS form as attachment in approval process?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      You cannot combine attachments using union function.
      You will need to look at merge file actions (premium or 3rd party connectors) for that.
      I do not have a specific video on this scenario.
      I will recommend checking on the forums at powerusers.microsoft.com/

    • @akmamardzuan3655
      @akmamardzuan3655 2 года назад

      @@RezaDorrani oo thank you. will sure to check that.
      another question, i add create file after append to array variable to save attachments from MS Form in library sharepoint. but somehow it does not work, the file save in the library cannot be open and straight away to donwload once we click on it.
      do you have a solution for this matter?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      @@akmamardzuan3655 Check ruclips.net/video/kbqXsKPTmZk/видео.html

  • @reyganado6728
    @reyganado6728 2 года назад

    Is there a way to put e-signature of the approver in the attachment? And save the signed document to sharepoint. Thanks!

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Possible using third party/ premium connectors. I believe encodian is one of them.

  • @shozrocks6307
    @shozrocks6307 2 года назад +1

    Hello Reza, I followed all of your steps closely to send an approval when an item is created with an attachment. My test flow seems to get stuck. I stops at the Start and wait for an approval. There is an orange timer showing but it never seems to go anywhere. Its like the Connection: Approvals doesnt work. I've tried a few of your video's and this problem seem to happen to all of them. Any advice? thanks alot.

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I will have to look at your flow in action to provide guidance. My guess is something to do with your environment. I would recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

  • @rudiolivier7494
    @rudiolivier7494 2 года назад +1

    Reza this solution works fine when the form is Personal but when you move it to a Group this does not work. it cannot find the file then. What must I do differently?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Check ruclips.net/video/kbqXsKPTmZk/видео.html

  • @rhumeetsinus
    @rhumeetsinus 2 года назад

    is it possible to edit the attachment by clicking on it in the approval email directly, press approve & then save the edited document on sharepoint? thanks

    • @RezaDorrani
      @RezaDorrani  2 года назад

      I don’t think that is possible.