How to build Power Automate Approval Workflows for SharePoint | Step by Step Tutorial

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  • Опубликовано: 9 янв 2025

Комментарии • 916

  • @felipebayona9119
    @felipebayona9119 2 года назад +37

    Geez, I can't believe actually I was searching for this exact topic for a project earlier. How can this coincidence happen? 😲

    • @RezaDorrani
      @RezaDorrani  2 года назад +5

      A happy coincidence!

    • @d-patel
      @d-patel 2 года назад +1

      Ditto!

    • @coralinemillet1367
      @coralinemillet1367 2 года назад +2

      Exactly same for me, thanks Reza

    • @dingersu
      @dingersu 2 года назад +2

      same here 😁

    • @abhijio8131
      @abhijio8131 2 года назад

      We really love the work u doing and a big fan … Can you please help us with another interesting vedio to control an power app using voice …. I would like to access my power app using my voice… id it possible ??

  • @HousingAnalytics
    @HousingAnalytics Год назад +12

    Best Content Ever, Paid Courses will not cover your topics, you are genius

    • @RezaDorrani
      @RezaDorrani  Год назад

      Thank You for your kind words 🙏

  • @AdiCristea
    @AdiCristea 2 года назад +6

    Had to review the last part in order to get my head around the Creator Email must be equal to Modifier Email condition, very clever, thanks, Reza!

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Thanks Adi! I was so happy when I got that technique to work.

  • @ArohShukla
    @ArohShukla Год назад +2

    What an incredible video with so many golden nuggets that I could use for my own projects. The Security section was one of the best sections that nobody talks about, and you covered so beautifully step be step Reza.
    Thanks again for sharing, brother.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Glad it was helpful! Thanks so much Aroh for the awesome feedback

    • @ArohShukla
      @ArohShukla Год назад

      @@RezaDorrani does this flow replaces state machine workflow?

    • @RezaDorrani
      @RezaDorrani  Год назад +1

      @@ArohShukla No.
      State machine -
      ruclips.net/video/5Mypn4oCJdw/видео.html

  • @skjones91199
    @skjones91199 Год назад +1

    For our old on-prem workflows we used AD groups to get approvers. Now moving to SharePoint lists, since this is so much easier. Thank you for the video! Good stuff!

    • @RezaDorrani
      @RezaDorrani  Год назад +1

      Glad to hear that! Thanks so much for watching

  • @Lagging69
    @Lagging69 2 года назад +4

    Ever since I watched your first ever videos, I knew you’d do wonders ❤

  • @bobbirowlett6728
    @bobbirowlett6728 Год назад +2

    Reza - this is great information! You have expanded my knowledge for a project that I didn't know how I would handle it. This helps so much! Thanks again!!!

    • @RezaDorrani
      @RezaDorrani  Год назад

      Glad it was helpful!

    • @bobbirowlett6728
      @bobbirowlett6728 Год назад

      I wondered if this is possible to start the approval process based on a column change in a SharePoint document library. I have requests that go through committee. The committee decided Approved, Approved with Exception, Tabled, Rejected. If approved and Approved with Exception it does to committee lead and then a VP. Also I really appreciate the information on securing the list items. So perfect!
      @@RezaDorrani

  • @chap666ish
    @chap666ish 2 года назад +9

    Very clever stuff, Reza.
    It makes me wonder how you would document a complex flow like this so that it can be supported by others in an organisation. In fact a video on how to document complex flows and/or Power Apps would be very useful.

    • @RezaDorrani
      @RezaDorrani  2 года назад +7

      I typically write comments for each action using "Notes" option for action.
      I make videos when I get multiple requests on a particular topic.
      Every quarter I ask subscribers for topic suggestions on the Community Tab of my RUclips channel.
      Subscribers vote for topics and the highest voted topics get added to my backlog.
      Make sure you post this in the next topic suggestion post. If it gets a lot of votes, I will add it to my backlog.

    • @munkybutler1
      @munkybutler1 2 года назад

      @chap666ish Please see this amazing tool called PowerDocu which automatically documents flows and app. ruclips.net/video/2-mH8vdVlaM/видео.html
      @rezadorrani great video, thanks!

  • @lovyjain18
    @lovyjain18 2 года назад +2

    Clear and crystal and very useful for the actual real world!

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Glad to hear that! Thanks so much for watching

  • @RadhikaGupta-yz2rf
    @RadhikaGupta-yz2rf 2 года назад +4

    Very helpful content Reza Sir. When I have a question during the session, it gets answered the very next moment. Incredible explanation. I have seen others also deliver technical content but the way you explain things, exactly like how a developer will think, really appreciative. Thank you so much.

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Thank You so much Radhika! So happy to hear the feedback.

    • @khasimshaik2606
      @khasimshaik2606 2 года назад

      @@RezaDorrani Good after Noon Reza. Can You please share how can age calculated using two date pickers(because while calculating age leap years also is there add a extra day) How can we get exact age reza. Please share your knowledge

    • @RezaDorrani
      @RezaDorrani  2 года назад

      @@khasimshaik2606 I do not have a video reference on this scenario. I will recommend posting your query on the forums at powerusers.microsoft.com

  • @yehunlavolontededieu322
    @yehunlavolontededieu322 2 года назад +4

    Hi Reza, I am here today to wish you and your family a happy wonderful holiday on behalf of the 60k Reza nation. And I'm proud to say I am a fam since the beginning, There were only 13 subscribers when I joined, And I knew your potential, where you'd be heading and I said hmm 100k sub isn't far he got a good deal 😊and now look at you it's happening . We are growing together You go bro, You have helped us a lot I owe you a good Pumpkin Pie but you're far🥧. May God grant you a bright and happy beginning in the new year.

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Thank You so much Yehun for being a part of this journey! It means a lot to me.
      60k or 13 subscribers, the support and love that I have received from everyone has been overwhelming.
      100k is a definite possibility and I hope to get there but my focus is to keep producing unique and content quality.
      Il wait for the Pumpkin Pie 😉
      Happy Thanksgiving to you and your family!

  • @NastaranHeidari-q7v
    @NastaranHeidari-q7v Год назад +1

    Hi Reza,
    Thanks for the helpful videos. I changed this solution a little bit for my scenario, the trigger is “when an item or file is modified”, trigger conditions are 1) approval status is “Rejected” and “modified by email = Requester email”., I am not sure why it doesn't consistently trigger despite meeting these conditions during tests.
    In general, I mixed up the points from different videos to cover my scenario, my setup consisting of three flows. Flow 1 receives CER requests from MS Forms and transfers the data and attachments to a SharePoint List. Flow 2 handles approvals based on the department selected in the form and can involve 0 to 4 approvers, sending it for hierarchical approval. If the decision is 'Rejected,' it allows the form submitter to modify and restart the approval process. To handle Rejected items, I've set up Flow 3 with trigger conditions 'when an item or file is modified' and conditions 'approval status is 'Rejected' and 'modified by email = Requester email.' the trigger of Flow 3 doesn't work consistently.
    Can anyone offer insights or suggestions to resolve this issue?

    • @RezaDorrani
      @RezaDorrani  Год назад +1

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

  • @nancygauvin852
    @nancygauvin852 Год назад +2

    So much content in this short video. Thanks Reza!

    • @RezaDorrani
      @RezaDorrani  Год назад

      Glad to hear that! I do try and pack in a lot in my videos :)

  • @rharoalverde
    @rharoalverde 2 года назад +1

    This is better than my solution to create a new view and filter by name or approver. It removes the need for the owners to change the view to see all. I will try it tomorrow. Thanks!

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Excellent! Thanks for watching.

  • @AnilKumar-r6q1j
    @AnilKumar-r6q1j 9 месяцев назад +1

    Post watching your videos feels like, its so simple. Awesome way of explaining so complex things and make them fun for all of us. :)

    • @RezaDorrani
      @RezaDorrani  9 месяцев назад

      I’m so happy to hear this. Thanks so much.

  • @DanielRodriguez-p7d
    @DanielRodriguez-p7d Год назад +1

    Thank you, your concepts of avoiding loop actions and nesting expressions has made my use case a lot more feasible for my organization!

    • @RezaDorrani
      @RezaDorrani  Год назад

      Glad to hear that! Thanks for watching

  • @georgegualda4262
    @georgegualda4262 2 года назад +1

    Reza, we are building a product configurator and your video will definitely help us in the process. Thanks for the excellent video as always.

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Awesome! So happy to hear that.

  • @ashokpershad
    @ashokpershad 2 года назад

    Awesome video Rezza, video like this is the reason why your fan base is increasing day by day that too organically :). Thanks a lot for doing so much for the society.

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Thanks so much Ashok. Makes me so happy to hear the hear this. Organic growth is what I set out for and so thankful for everyone’s support.

  • @andybaldwin5923
    @andybaldwin5923 2 месяца назад +1

    I appreciate the clear concise way you present this material. Thank you. I'm very new to Power Automate flows. I have implemented an approval workflow based on this tutorial. However, when the user updates an item, after it was rejected, the modified information appears saved but then is replaced with the original information when the flow processes through the Rejected loop. It seems at times to keep it then at other times to not.

    • @RezaDorrani
      @RezaDorrani  2 месяца назад

      Most welcome!
      I have not experienced the mentioned issue, hence not sure what's the cause for it. It does not seem to be expected behavior.

  • @dhayanandkalimidi67
    @dhayanandkalimidi67 2 года назад +1

    Here we have complete approval system. Thanks Reza. Awesome

  • @sialmiroma
    @sialmiroma Год назад +1

    you're my favorite youtube creator, always saving my life😅

  • @pawanmishra6549
    @pawanmishra6549 2 года назад +1

    No words, just excellent !!! even I was looking for similar use case of logging the comments in tabular format.

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Thanks Pawan. Glad to hear the video is useful.

  • @MrNavedsk
    @MrNavedsk Год назад

    been struggling for 4 days with that infinite loop. thank you again reza sir

  • @GoWstingray
    @GoWstingray 2 года назад +2

    Great video as usual Rezza! Might nick your idea of adding the approval info to the item using the html table! haha.
    Another thing i have added to a couple of my approval Flows so far, is to handle the Cancel button in Teams Approvals, for me when it is clicked the Approval will continue without an Outcome.
    I test for this in a condition, notify the Approvers and do the same as rejected, giving edit permissions back so the request can be resubmitted. Very handy if a user has made a mistake and want to correct it without asking the approver to Reject, and stops them bothering me.
    Thanks

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      That’s a great point Iain. Thanks for sharing.

    • @VxV-t2n
      @VxV-t2n 10 месяцев назад

      Hi, this is what i'm looking for! How do you check if the Approval has been cancelled? Which step did you add in power automate for that? thanks in advance ;)

  • @sweedish84
    @sweedish84 Год назад +1

    I'm convinced that you are a Microsoft AI creating these insane workflows (on other topics as well) helping others to actually utilise tools from the Microsoft Stack. Anyway: thank you!

    • @RezaDorrani
      @RezaDorrani  Год назад

      A.I bot Reza Dorrani says Thank You 😊

  • @kiwi235kiwi
    @kiwi235kiwi Месяц назад +1

    Wow such amazing detail. This is great!

  • @ThePaulseville
    @ThePaulseville 2 года назад +1

    Thanks so much Reza. I have watched so many of your videos looking for help and always find exactly what I'm looking for plus tons of additional hints and tips. i wouldn't have a quarter of the know how and skills I have if you were not around to help.

  • @emanueledelzoppo5164
    @emanueledelzoppo5164 4 месяца назад +1

    This video is gold! I have a question though. Minute 1:59. What if I want to block or hide even the "Edit in grid view" function too? Cause even though they can't see that specific field when adding a new item, they can alway edit it in grid view. Many many thanks for sharing your knowledge.

    • @RezaDorrani
      @RezaDorrani  4 месяца назад +1

      Most welcome!
      There is a setting under list settings to do that. May be under advanced settings. Check the options there.

    • @emanueledelzoppo5164
      @emanueledelzoppo5164 4 месяца назад +1

      @@RezaDorrani Genius

  • @hetadawson9906
    @hetadawson9906 Год назад +2

    Great video and so easy to follow. It's exactly what I was looking for.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Thanks for watching and liking the video

  • @guenertahsin
    @guenertahsin Год назад +1

    Dear Reza,
    Thank you very much for your contribution, it is really world class.
    I would be very happy if you at least show or comment on how to connect two or three html tables, as I'm sure some will have the issue. I think it is very important for the flow!
    Many people always have a different group, which first approves it, so that it then comes to the standard approval process.
    Many thanks for your help.
    Best regards from Germany

    • @RezaDorrani
      @RezaDorrani  Год назад

      Most welcome!
      Check my playlist on approvals. I have covered various scenarios.

  • @oluwatobipaul6171
    @oluwatobipaul6171 2 года назад +1

    Permission is definitely a take home for me. Thank you Reza

  • @danialkhan4291
    @danialkhan4291 5 месяцев назад

    Excellent video. you depicts the actual scenarios, covered each aspect of approval cycle which is very informative . use variety of actions and triggers . superb hats off.

    • @RezaDorrani
      @RezaDorrani  5 месяцев назад

      You’re most welcome!

  • @thebreaksmusicshow6632
    @thebreaksmusicshow6632 Год назад +1

    Again, Exactly what I need in creating a 13 step Governance Approval flow. I probably need to put you down as a co-creator of my app at this point.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Let's create more apps/flows together :)

  • @zuah04881
    @zuah04881 Год назад +2

    Hi Reza,
    Thanks for sharing the approval process this is amazing.
    The only point you haven’t covered is the licensing element, this has been a big blackhole to me.
    will all users who have access to share point need a license to execute the flow ?
    Or how much does it this approval cost.
    Thanks

    • @RezaDorrani
      @RezaDorrani  Год назад +1

      Approvals connector is a standard connector.

    • @zuah04881
      @zuah04881 Год назад

      @@RezaDorrani Thanks Does this imply we dont need subscription for this flow , i.e. no cost invloved than this is great.

    • @RezaDorrani
      @RezaDorrani  Год назад

      @@zuah04881 You still need a standard office license that has power automated covered.

  • @bobbelter
    @bobbelter 4 месяца назад +1

    Great video! I would love to see some videos on Document Set Approvals. Nobody on the Internet is doing justice to that topic. I would like to have an approval (manual or automated) that approves all documents in a document set at once, instead of individually approving the documents.

    • @RezaDorrani
      @RezaDorrani  4 месяца назад

      Thanks!
      Videos on doc set approvals are rare, since usage is low - that's my guess.

  • @robertcalderon476
    @robertcalderon476 Год назад +1

    Thanks Reza , I am glad to have this kind of video.

  • @michaelhilson3699
    @michaelhilson3699 20 дней назад

    I am using a corporate E3 license, and when I try to create my flow, I see a different screen than what you see at 2:23. I see a screen labeled "Flows > Send a customized email when a new SharePoint item is added" and it looks very different.

    • @RezaDorrani
      @RezaDorrani  20 дней назад

      My license also was an E3 when I made this video.
      You simply need to create a new flow and follow the steps as shown in th3 video.

  • @ABCDEFG-zk9tj
    @ABCDEFG-zk9tj 11 месяцев назад +1

    You saved me from the Automation approval hell, many thanks!

    • @RezaDorrani
      @RezaDorrani  11 месяцев назад

      Glad it helped!

    • @ABCDEFG-zk9tj
      @ABCDEFG-zk9tj 11 месяцев назад +1

      @@RezaDorrani I am very glad to see you and your video, where can i learn the power automate? in Korea, no lectures in online and offline.

    • @RezaDorrani
      @RezaDorrani  11 месяцев назад +1

      @@ABCDEFG-zk9tj I have a playlist on power automate that may help.

  • @titanoito2
    @titanoito2 10 месяцев назад +1

    Thank you, Rezza!
    It is a great video to understand the use of state machine
    What I want to know if there is an option that the approver complete some extra fields and add some new files.

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад +1

      Welcome!
      Currently, the approval action does not have any option for add extra fields or files.

  • @taufikabubakar378
    @taufikabubakar378 Год назад +1

    Dear MR Reza, Thank you very much for the very useful tutorial. I have one question about action "compose". After copy the functions and plug them in Triger, Is the compose action deleted?

  • @joaofelipenascimento8248
    @joaofelipenascimento8248 Год назад +1

    Thanks a lot for the tutorial. Excellent video. I had a doubt. In the last example (20:15), James created the expense item but the text in the email that Sarah receives for approval - "Requested by Reza Dorrani " (20:33). Shouldn't it be James?

    • @RezaDorrani
      @RezaDorrani  Год назад

      Might have been as editing mistake. Best to try it out at your end.

    • @joaofelipenascimento8248
      @joaofelipenascimento8248 Год назад

      @@RezaDorrani The same thing happened to mine.

    • @RezaDorrani
      @RezaDorrani  Год назад

      @@joaofelipenascimento8248 approval action has requested by property. You can set that as item creator.

  • @crappycomments
    @crappycomments Год назад

    Regarding 18:15 - if we want to resend for approval if the Date column changes and nothing else, what should we do in the trigger conditions?

    • @RezaDorrani
      @RezaDorrani  Год назад

      I would have to try out this scenario to provide the trigger condition.
      I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com

  • @albertlego6109
    @albertlego6109 2 года назад +1

    Thanks Reza. This is exactly what I'm looking for now.

  • @surrealsteel1
    @surrealsteel1 8 месяцев назад

    Does anyone know of a way to check if the person who created the item is in a specific mail enabled security group, and if so to disable the workflow process? @13:30 I would like to use this flow for a ticketing system, but I'd like to skip the process of approvals if the ticket is created from one of my internal technicians vs a customer / user.

    • @RezaDorrani
      @RezaDorrani  8 месяцев назад

      I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com

  • @greatindia1943
    @greatindia1943 Год назад +1

    Hello Reza sir, Thank you so much for sharing important knowledge. You are out standing.

  • @garimatewari111
    @garimatewari111 Год назад +1

    Thanks Reza for the video. Have you created any video to post the adaptive cards for approval process to Teams ?

    • @RezaDorrani
      @RezaDorrani  Год назад

      Most welcome.
      I have done several approval videos (all are in a playlist)
      May be one of the videos covers approval in teams.

  • @christopherfogarty1877
    @christopherfogarty1877 Год назад +1

    I just joined. I love your channel. I need help on changing this workflow. Instead of pulling from an AD group for approvers. I would like to add a column to the list (which I did - I added person) for approvers so you can put in an approver of my choice. I then need to pull the people from this input.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Welcome!
      I have a full playlist on approvals covering various scenarios. You can check the playlist to see if I did cover the mentioned scenario.

  • @lianaroyal
    @lianaroyal 2 года назад +2

    You have the BEST content, Reza! How can we create a .PDF from a Word.doc after the document has been approved and save the .pdf to a "Approved document " folder?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Thanks!
      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

  • @lradasme
    @lradasme 2 года назад +1

    ¡Gracias!

  • @tylerbailey460
    @tylerbailey460 Год назад +2

    Hi Reza, Thank you for all of the video's you post! It has helped me gain a better understanding of the entire Power Platform. I have a question regarding the HTML Table. I was able to adapt my Invoice Approval flow based off of this video and have hit a wall. I had to add a 2nd "start and wait for an approval" due to their actions being different from the 1st approval. How can I put the response from the 2nd approval within the HTLM table? Thanks

    • @RezaDorrani
      @RezaDorrani  Год 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

  • @argniests5357
    @argniests5357 Год назад

    at 1:14 you are adding your own custom Sharepoint column called Status. Isn't there an already built in status column that SharePoint creates (for the approval process), that you could use instead?

    • @RezaDorrani
      @RezaDorrani  Год назад

      No there is not. There is an approval status column for lists/lirabries with content approval enabled.

  • @brs14sa
    @brs14sa 3 месяца назад +1

    Bro... you are the man!🔥

  • @dhiyaneshthiyanesh6088
    @dhiyaneshthiyanesh6088 2 года назад +2

    Hi rezza, I am your big fan of your work. I hope you are the only one person who could answer this currently. Is there any way to connect power bi dataset to power app. Sometimes people use analysis service cubes for power bi it will be great if power apps could be connected to power bi datasets. Please let me know

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Firstly, I hope I am not the only one who knows about this :)
      You can use power bi data set in power apps but it has 2 rules.
      1 - data set is read only
      2 - power apps can only read 1000 records
      Watch ruclips.net/video/5y2jJyH4Eu0/видео.html

    • @dhiyaneshthiyanesh6088
      @dhiyaneshthiyanesh6088 2 года назад +2

      @@RezaDorrani Thanks a lot rezza. Thanks for the reply. I will check on this. You are the best 🤝

    • @dhiyaneshthiyanesh6088
      @dhiyaneshthiyanesh6088 2 года назад

      @@RezaDorrani Hi rezza, I have tried with the a solution based on your video on write back to power bi through power apps ...it's working fine. Is there any way to use two power bi datasets in same app rezza

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      @@dhiyaneshthiyanesh6088 My guess is No

    • @dhiyaneshthiyanesh6088
      @dhiyaneshthiyanesh6088 2 года назад +1

      @@RezaDorrani Thanks a lot for the information rezza!. I will try some other work arrounds 🤝

  • @satheeshkumar2670
    @satheeshkumar2670 9 месяцев назад +1

    Reza,
    This is fantastic and helpful, please help me to add a html table when email triggers to approver, so that approver can see the details without visiting the SharePoint list.

    • @RezaDorrani
      @RezaDorrani  9 месяцев назад

      Approval action does not support html. It uses markdown syntax. Check documentation

  • @thomasthuene3173
    @thomasthuene3173 10 месяцев назад +1

    Great video, Reza, like so many others you have made. If I may make a suggestion for an additional video: Can the flow be modified that if the item gets approved, the approver (or rejecter) must authenticate, e.g., username/password? Then, the successful authentication event is listed in the list or an associated list.

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад

      Thanks!
      Why would you want approver to authenticate? Aren;t they already authenticated to take the approval decision.

  • @gaminikumara381
    @gaminikumara381 Год назад +1

    Hi Raza Every time, you deliver excellent videos. I appreciate your support.

  • @mrnock2
    @mrnock2 2 года назад +1

    Thank you Reza for another great video. We really appreciate them and how you go straight to the point, no wasting time. I just have a question regarding the multi-line text field with the 'append' option enabled. I am currently facing some issues to directly displaying that info in Power Apps. The only solution I have found is to address users to the current item itself and see all the information, but it would be great if I could manage to show the multi-line content live. Any idea/expression on how to do it? Again, thanks for all your contributions! 🥇

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Thanks for watching and liking the videos!
      Multi-line append text uses versioning behind the scenes and hence with power apps you wont get those values unless you call flow to get all the version history info and then show it.

  • @omermirza5994
    @omermirza5994 Год назад

    This is amazing. And this flow is almost exactly what I need except I need the approvals to be in series and also add on conditions based on amount.

    • @RezaDorrani
      @RezaDorrani  Год назад

      I have done 17 videos on approvals. Check approvals playlist on my channel. You can mix and match patterns and formulate the workflow for your scenario.

  • @alzaimoor79
    @alzaimoor79 2 года назад +1

    Great video, Trigger condition is very clever. keep it up.🌹

  • @vishwashkumar4084
    @vishwashkumar4084 Год назад +1

    You are the best tutor. Thanks Reza.

  • @TechnoLabs360
    @TechnoLabs360 Год назад +1

    Hi Reza,
    You are amazing. Have you got any video for Microsoft List and reminders based on due dates. Let me know if you got any. Thank you again

    • @RezaDorrani
      @RezaDorrani  Год назад

      I have done videos on sending reminders with flows. You will need to check those. Microsoft Lists and SharePoint lists are on and the same.

  • @andreastagios457
    @andreastagios457 2 года назад +1

    Hi Reza, thank you for all your videos, there have been very helpful!!! A quick question, I have tried to add a multiline field in a DCUMNENT library and under more options there are NOT the append or RTF toggles. Any ideas how to overcome this? Am I doing something wrong?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Good catch! Modern Lib does not have that option.
      You could instead log approvals in a different way.
      Example: ruclips.net/video/GyoD0DD_fW0/видео.html

  • @timlohnes8480
    @timlohnes8480 2 года назад +1

    This is great. Explains a lot of good concepts and I have it running. There is one catch for me that I can't figure out. You can enter comments in the email approval. Mine doesn't open to comments it jumps to that item in the list allowing the approver to add comments over there. That is less than ideal, no need to leave email. How do you allow the comments in the email?

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Outlook needs to have a particular version and above for it to support actionable emails. Check documentation for actionable emails.

  • @debernd82
    @debernd82 2 года назад

    You are the best. Thank you so much for all of your content. Especially this topic is so nice and useful! Great work, and thanks for sharing your knowledge

  • @paulnoone
    @paulnoone 2 года назад

    This is great. Well done for finding a solution with the new actions and some complexity.
    Wouldn’t it be wonderful if all this was just handled natively when assigning Approver permissions!!

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Thanks Paul.
      Yes, it would be great but not every scenario requires item level permissions.
      + Approvals is a general action in flow. It could be used with any data source or service.

  • @markolima
    @markolima 2 года назад +1

    Thank you so much. You save a lot of my time…great support for me!

  • @derrenwatkins184
    @derrenwatkins184 2 месяца назад +1

    This is fantastic Reza thanks so much. I just have one issue if you can help. I have followed your instructions and used your formulas throughout, however, the approval workflow box is very small on my form, how can I get it to fill the whole screen like yours does?

    • @RezaDorrani
      @RezaDorrani  2 месяца назад

      Workflow box? What time in video was that shown?

    • @derrenwatkins184
      @derrenwatkins184 2 месяца назад

      @@RezaDorrani sorry Reza
      I wasn't very clear, it was the styled html table for approvals. I followed this but for some reason my boxes are really small on the form but yours fill the whole screen. At 14.42 in the video your approval info box is across the whole form but mine is in a smaller box. Does that make sense? thanks

    • @RezaDorrani
      @RezaDorrani  2 месяца назад

      @@derrenwatkins184 I did not do anything special there. Not sure why it would be showing small in your case.

    • @derrenwatkins184
      @derrenwatkins184 2 месяца назад +2

      @@RezaDorrani not to worry Reza, I will try and find out what happened. Thanks again for a brilliant video though

  • @kenkapp1076
    @kenkapp1076 Год назад +1

    Hi Reza, thanks again for a excellent tutorial. This is brilliant!!. I was up and running in a matter of a couple hours.
    in your demo when you clicked on the Approver or Reject buttons in the email, the user focus remained within the email experience where you can add a comment then click Submit.
    Today, when I clicked on the Approve or Reject buttons in the email, the user focus now leaves the email and goes to the Power Automate Approval page where the user can add a comment then click Confirm. Is this new behavior of the Approval process since your demo it in 11/2022?
    I wish I could keep the "email-centric" experience that you demoed b/c I think it is more user friendly, than taking the user to a completely different page in Power Automate Approvals to complete the approval process.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Depends upon the version of Outlook you are leveraging. I believe somewhere in MS docs, there are details of outlook version needed.

  • @imran002ali
    @imran002ali 11 месяцев назад

    Hi Reza, this is great information, this Flow has a lot of information, which can be used in many different ways, always appreciate your knowledge sharing! 👍👍🌟🌟🌟🌟🌟

    • @RezaDorrani
      @RezaDorrani  11 месяцев назад +1

      Glad it was helpful!

  • @gkakun
    @gkakun 2 года назад +1

    Thanks Reza! Great video. Do you have maybe a video of how to create gantt chart using power apps? I found nothing

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      I do not have a video on gantt chart

  • @tunjiabayomi
    @tunjiabayomi Год назад +1

    Nice Video. I used your approach in of my use case where I have 3 approvals level. In my list I was able to see all 3 approvers actions. But on my detail screen in power apps, it only display one approver. I want all approvers actions display on the detail form.

    • @RezaDorrani
      @RezaDorrani  Год назад

      I will have to look at your app and scenario in action to know the reason for your issue. I recommend posting your query with screenshots on the forums powerusers.microsoft.com

  • @keliekola1915
    @keliekola1915 Год назад +1

    Thanks Reza, your videos are so helpful for a first-time user! Do you know of a way to show the date the document was approved in a column of the document library? I have hit a roadblock with the content approval turned on. When I try to use the trigger "update the file properties" to update an approved date column I added, it kicks the document back into draft mode, even when I set the trigger for the status to change to approval below that action. Thanks!

    • @RezaDorrani
      @RezaDorrani  Год назад

      Not something I have tried but your outline seems right. 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 in case someone has done something similar.

  • @milffej
    @milffej 4 месяца назад +1

    Hi Reza, fantastic video it was really helpful. I've tried to implement the same approval flow, but as a sequential approval and I'm encountering an issue which I'm hoping you help with.
    When the approver 'rejects' the request the status correctly changes to 'rejected', but the flow triggers and runs again automatically updating the status to 'under review' and requesting another round of approval not giving the user the opportunity to modify and update the item.
    Thanks

    • @RezaDorrani
      @RezaDorrani  4 месяца назад

      Most welcome!
      Depends upon trigger of your flow. If flow is set to run on item modified, then it would run.
      I have done videos on flow trigger conditions that shows how to run flow based upon a specific scenario.

  • @preetimahawar2866
    @preetimahawar2866 9 месяцев назад +1

    Hi Reza, thank you for this amazing vide. This is exactly what I was looking for. The only thing I am not able to figure out is the HTML style output to SharePoint column. My approval info column shows the formatting and padding texts as well along with the approval information. How were you able to show the information in the form of link that says 'View Entries'?

    • @RezaDorrani
      @RezaDorrani  9 месяцев назад

      I did this video a long ago so do not remember the specifics. I think I made the multi line column rich text append text.

    • @preetimahawar2866
      @preetimahawar2866 9 месяцев назад +1

      @@RezaDorrani thank you so much! :) That did the trick.

  • @josejunior8529
    @josejunior8529 Год назад +1

    Very good video, Reza I have a query if I don't have access to create groups in Azure AD, how can I handle that step in the flow you created? do you have any video you recommend, derrepente working with sharepoint groups where I am an administrator?

    • @RezaDorrani
      @RezaDorrani  Год назад

      ruclips.net/video/WT08hJ1zDyw/видео.html

  • @StephanieCameron-db3ch
    @StephanieCameron-db3ch 2 года назад +1

    Hi Reza- Thank you for all of your videos. I want to do something similar to the security -- stop sharing/grant access. But, I just need that once the status goes into pending it goes into view mode. But the issue I run into is, i can to the grant access-view but it makes me put in specific users. I need this to be able to be seen but not touched by anyone coming to the site after its in pending status

    • @RezaDorrani
      @RezaDorrani  2 года назад

      There are SharePoint apis you can call using http SharePoint action in flow to set permissions as well. You may have to explore them for your use case.

  • @Riddick77
    @Riddick77 2 года назад +1

    Great video! I have a question. What are permissions for the account used to build the workflow on the SharePoint site? I believe all the updates on the item are done by that account. Thanks

    • @RezaDorrani
      @RezaDorrani  2 года назад

      Account must have Site Owner access

  • @kelvin55141
    @kelvin55141 Год назад +1

    Another Great Video Reza. Thank you. Any advice on how to create a bulk approval?
    The desired outcome is for a user to be able to send eg 5 expenses items to their line manager for approval (the trigger is a field called submit to LM=Yes). The line manager only wants to receive one email. The line manager will either approve or reject all if they cannot specify with has been approved

    • @RezaDorrani
      @RezaDorrani  Год назад

      Bulk approvals is currently not supported. You could send a single approval and include details of items in approval body. I do not have any video reference on this though. Might be a good idea to check on forums in case someone has done something similar
      powerusers.microsoft.com

  •  2 года назад +1

    Great hints with Trigger conditions especially this Creator = Editor rule. 👍🏻❤🚀

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      Glad to hear that! Thanks so much

  • @jamie0610
    @jamie0610 5 месяцев назад +1

    Great video thanks Reza! Am I correct in thinking you can only hide the status column from users with edit access to the SharePoint list item? Would be good to prevent users from being able to change this

    • @RezaDorrani
      @RezaDorrani  5 месяцев назад +1

      Yes you can but hiding is not security. A smart user can always get to update status if needed.
      Check ruclips.net/video/EJyZfYMi4n0/видео.htmlsi=-bT13bAD92j9Y1Mc

  • @loveeeuu
    @loveeeuu Год назад +1

    Thanks so much for this great content! I cannot find the video on how to create an Azure AD group. So I manually entered email addresses during that step. Unfortunately, it did not work. Are you able to help me find another way to work around the azure group?

    • @RezaDorrani
      @RezaDorrani  Год назад

      I dont think I have done a video on creating azure ad groups.
      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.coming

  • @Ubaidkazmi
    @Ubaidkazmi Год назад +1

    Amazing video it is, I have a question, All members of the site can be able to see all submissions request in the list?
    Member should only see his request?
    Please advise!

    • @RezaDorrani
      @RezaDorrani  Год назад

      That is related to SharePoint security.
      Check ruclips.net/video/EJyZfYMi4n0/видео.htmlsi=5K4N4UakzonykP5o

  • @ArianeGiraud
    @ArianeGiraud Год назад +1

    Hi! Thank you for this content! I wonder why the format script for the table won't work. Any tip I should be considering? thanks!

    • @RezaDorrani
      @RezaDorrani  Год назад

      Format script?

    • @ArianeGiraud
      @ArianeGiraud Год назад

      Hi@@RezaDorrani , I mean the expression to give format to the html table (replace(replace(replace(body('Create...)

    • @RezaDorrani
      @RezaDorrani  Год назад

      @@ArianeGiraud I must have covered it in some other video. I do not remember which one.

  • @necdetsaritas8722
    @necdetsaritas8722 2 года назад +1

    as always a great lesson for me. Thank you so much Reza.

  • @RoseDing-jc1fl
    @RoseDing-jc1fl Год назад +1

    So thankful for your precious videos 🙏

  • @nihar4713
    @nihar4713 6 месяцев назад +1

    this is brilliant and covers so much

  • @maaidh9603
    @maaidh9603 Год назад

    Hello Reza, I been following this tutorial step by step and noticed that at time 7:45 and 8:15 you said you would put these expression in the description but i cannot these expressions in the description of any of the comments. So what are these expressions.
    Thanks in advance

    • @RezaDorrani
      @RezaDorrani  Год назад

      Video description has a link that states “Expressions used in video” - it would probably lead to my github repo where flow can be downloaded

  • @stephendemanovich3974
    @stephendemanovich3974 Год назад +1

    Hi Reza, another great video, thank you! Do you know if this same use case would work if the input to the list was through a Power app? I assume it would, since the app in my case is mostly just a user interface over the list. I'd have to figure out the link to item bringing them to the app instead of the list though. Thanks!

  • @syarilahmad315
    @syarilahmad315 Год назад +1

    This is really helpful, i searched for this like a long time ago.. thanks sir

    • @RezaDorrani
      @RezaDorrani  Год назад

      You are most welcome

    • @syarilahmad315
      @syarilahmad315 Год назад

      @@RezaDorrani but I have encountered some problems like looping for rejection. It always appears approval notification when manager click reject

    • @RezaDorrani
      @RezaDorrani  Год назад

      @@syarilahmad315 I have not experienced this hence not sure. I have done 17-18 approval videos. They are all in a playlist on my channel. You can try exploring them.

    • @syarilahmad315
      @syarilahmad315 Год назад

      @@RezaDorranialright sure.. btw is there any solution in SharePoint if other managers can't see the data from another manager's employee. Example, the manager only can see the employees under them

    • @RezaDorrani
      @RezaDorrani  Год назад

      @@syarilahmad315 SharePoint does not support hierarchical security.

  • @toochinkuzi6536
    @toochinkuzi6536 Год назад +1

    Thanks so much @Reza. This is a very helpful content. I am having challenge. When the approval is rejected, it keep triggering the whole workflow. I used this for the composer as you did: equals(triggerOutputs()?['body/Author/Email'],triggerOutputs()?['body/Editor/Email'])
    I added it in trigger setting with this one: @or(equals(triggerOutputs()?['body/Status/Value'],'New'),equals(triggerOutputs()?['body/Status/Value'],'Rejected'))
    What am I doing wrong

    • @RezaDorrani
      @RezaDorrani  Год назад

      Im not sure as I have not faced this issue. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

    • @toochinkuzi6536
      @toochinkuzi6536 Год назад

      Okay, thanks. I am thinking the issue is because I am actually sending the approval to myself instead of to someone else to approve my workitem

    • @RezaDorrani
      @RezaDorrani  Год назад

      @@toochinkuzi6536 Might very well be

  • @rup.ric7
    @rup.ric7 10 месяцев назад +1

    Its very informative video. I like it. I want to ask that im creating a flow with approvers as managers from respective team members. Do i have the flexibility that if an employee creates an item on the SP list then it should go to his respective manager then the finance.?

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад

      It should be possible. I have done many videos on approvals showcasing various scenarios and patterns. I will recommend checking the approvals playlist on my channel

    • @rup.ric7
      @rup.ric7 10 месяцев назад

      @@RezaDorrani Yess, looking at each video. However, I tried to look at the HTML table style expressions and its not working at all.. I modified to debug but not working. can you check??

    • @RezaDorrani
      @RezaDorrani  10 месяцев назад

      @@rup.ric7 I am sorry but I have no time to check. I will recommend posting your issue on forums at powerusers.microsoft.com

  • @hetadawson9906
    @hetadawson9906 Год назад +1

    Thanks

  • @TimLeibovich
    @TimLeibovich Год назад +1

    Hi Reza, your videos are the best, most helpful tutorials I’ve found. Thank you for your work putting them together! In our company, we need to validate items in a SharePoint list on a regular basis and I tried to apply to each item an approval workflow, but it waits for one to finish before starting the next. I would rather not need to create 50 separate flows manually each month. Should I try to use the Flow Management Create Flow function, or is there an easier way to have multiple approvals running simultaneously?

    • @RezaDorrani
      @RezaDorrani  Год назад

      Thanks so much for the feedback and appreciation.
      Approval workflows cannot be run on multiple items at once (current scenario) + once the approval action is started - it will wait for a response and hence the need to finish prior to moving to next item.
      Create a separate flow for each item would be an overkill.
      One option could be to trigger a flow when an item gets modified (conditional trigger based on a specific column being updated) - and write a job (flow) that updates that specific column for all items in the list which in turn would trigger the flow for validation/approval of items.

  • @barungaz
    @barungaz Год назад

    Thanks Reza. After approval or rejection, the approval info column gives this text formula instead of the approval or rejection text i have indicated, 'replace(replace(replace(body('Create_HTML_table'),'','

    • @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

    • @BigBoyBigPloy
      @BigBoyBigPloy Год назад

      @@RezaDorrani I'm having this same issue. Instead of the info thats supposed to be there, the approval info column contains '),' and the date is ',' and so forth. Any help?

    • @BigBoyBigPloy
      @BigBoyBigPloy Год назад

      @@RezaDorrani and @barungaz Nevermind, I figured it out. I had to just cut and paste the code back and it worked

  • @nkintanar
    @nkintanar Год назад +1

    Hi Reza, your videos are the best!! One question I was wondering about. We are trying to do an approval process with a document library, and I noticed that it won't allow me to make the approval info column rich text enabled. I think it's a limitation or maybe even a bug for doc libraries. Will this prevent me from adding the table formatted comments? That was the coolest part! Thank you!

    • @RezaDorrani
      @RezaDorrani  Год назад +1

      Its a limitation with doc lib.

  • @monaelkhatib5248
    @monaelkhatib5248 Год назад +1

    Always excellent tutorials. The stop sharing did not work for do you have any thoughts why?
    Also how are we able to create a file with all the approval history- I do have premium connectors

    • @RezaDorrani
      @RezaDorrani  Год назад

      I have not experienced this issue hence not sure what the reason could be. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

  • @sankhlayashraj
    @sankhlayashraj Год назад +1

    Fantastic Reza. I saw that there was an email that got triggered from Microsoft flow to the approver. Is there a way we can trigger an email from a person so that the experience is good as in big companies, people may not look at emails coming from such email addresses. If there is a video on similar lines, pls do share. Once again a fantastic content.

    • @RezaDorrani
      @RezaDorrani  Год назад

      Build the flow with a service account then it will all look good

  • @lm9541
    @lm9541 Год назад +1

    Hi Reza, I have found this video very useful thank you very much. Do you have a video giving advice on how to make the comments mandatory in the approval? I have seen a solution with Do Until but wondered what your best solution would be. Thanks.

    • @RezaDorrani
      @RezaDorrani  Год назад

      The do until option is probably the most feasible way. Out of the box as of now, we have no option to make it mandatory.

  • @lipedalle
    @lipedalle 2 года назад +1

    Hello Reza! Tks for your video. Quick question: is there a way to grant access just to edit the column Attachment when a request is Rejected in this case?

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      SharePoint does not support column level security. Its either the entire record in edit more or view mode.

  • @macsbenjamin2082
    @macsbenjamin2082 2 года назад +2

    hi Reza! thanks for sharing different power automate videos. it really helps us to automate things in our group who are beginners in this area. hoping for more informative videos... :) I tried this flow however, I'm encountering an issue. because when the item is rejected, the flow triggers auto in a matter of seconds in w/c this is not the case I'm expecting. the scenario I'm looking for is to wait for the owner to finish the update before it sends a rereview request. is there a way to do that especially if this is for a file in a library? can we use the start and wait for the approval to trigger the request review (leverage from your state machine video)? hoping for your help! thanks a lot! more power to you! :)

    • @RezaDorrani
      @RezaDorrani  2 года назад +1

      auto, w/c? I'm not good at acronyms.
      I have a full playlist on approvals which has around 18 videos covering various use cases. See if any of the videos match your scenario. If not, then I will recommend checking on forums in case someone has done something similar
      powerusers.microsoft.com/

    • @macsbenjamin2082
      @macsbenjamin2082 2 года назад +1

      @@RezaDorrani auto - automatic; w/c - which :) wow, thanks for replying! :)

    • @RezaDorrani
      @RezaDorrani  2 года назад

      @@macsbenjamin2082 :)

    • @djdubd
      @djdubd Год назад

      Nevermind, I commented thinking I had the same issue as the OP, but I realized that it was because I was the creator of the item as well as the approver. After a co-worker submitted the item the conditions on the trigger worked correctly.
      Great work!!! Thank you so much!