microsoft flow approval multiple approvers

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So the library has 10 columns where the user can enter up to 10 approvers (Approver1, Approver2, etc). Notice how Approvers is a multi-value people field where Finance has … Users looking to assign an approval to multiple people in Power Automate (or Microsoft Flow) using a Multi Choice People Picker field in a SharePoint list, may find that it isn’t as straight forward as it might seem. I used the "When a New Item is Added, start Approval" Flow template for my SharePoint list that I need the approval process on. Provide the SharePoint Site Address and List Name. Each person's approval is independent of all other approvers… Create The Flow. Fill in the fields as required. I need to know how to send approval mail to dynamic users, say i have list of emails and do not wan to hard type their names on my approval flow, but want to get the emails from a list of emails or a group with multiple users, Approval Type: Everyone from the assigned list Assigned to: Two person I would like to capture all the comments of both approvers. Learn how to automate the approval process using a custom Flow. In my previous post I showed how to set up a flow to execute manually and not on an add or change event. I have an Approval Flow with multiple approvers. These approval requests support multiple people at once – but until now, the first response to the approval request "wins". Select My flows from the left navigation bar.. I will also provide a link to the item (from dynamic content again) in the item link field. Submit a page for approval Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Check out the on demand sessions that are available now! I am going to add details about the request to the approval action. Add a "Start an approval" action, Approval type set to Everyone from the assigned list, specify Assigned to. In the search, type Approval. Hi, imughal, If you are using SharePoint online, the easier way is to use a MS flow … Notify me of follow-up comments by email. The demonstration is really helpful. So I create the following (italicised text is a value from dynamic content): “, Next I want to add the two approvers. I have an Approval Flow with multiple approvers. Select Custom Responses - Wait for one response. Follow along below to learn the steps on how to configure multiple unique approvers for an approval action in a Flow. Start and wait for an approval. Now, you want to create a Flow such that for a selected document, based on the folder path of the document (e.g. This is going to go to one account (Communications) so you can use any option for the approval type. Pre-approve a request. In this episode, we will show off more of the new Microsoft Flow approval actions, and various ways to do approvals that involve multiple steps. By Microsoft Request approvals for a document in SharePoint by multiple people in parallel, where the list of approvers is dynamically defined using a SharePoint list. Click on. In the “Yes” branch (green on the left) we want to start another approval for the communications team this time since the managers have approved it. What I want: Workflow will be triggered manually from the initiator, all approvers will receive the workflow at the same time (currently they receive it in sequence) and after ALL of them approve the status will turn to "approved… a group is not supported in microsoft flow currently, so you couldn't send the request to the group. Contract approval with internal and external approvers. £500+ = 3 approvers (Supervisor, if approved then to Manager, if approved then onto the CEO to also approve) I have this all set up in my Excel sheet so if the value is £600 for example, there … leave request, document approval etc. I am going to include the summary in my message. I start with when an item is created then a start on approval … The action will now expand with further details to be entered. However each division has it's own list of approvers (i.e it might or might not be their direct manager). If the document is approved, it would proceed on with the next group. I have a reason for that we will get to in a future post, but for today I am going to cover creating a multiple approver Microsoft Flow. You want to choose one that is called Approvals. Build an instant Flow from Power Automate, and for trigger use “For a selected item” or “For a selected file” depending on your list. Build an instant Flow from Power Automate, and for trigger use “For a selected item” or “For a selected file” depending on your list. The choice is yours. Approval flow with multiple sequential approvers. Suggest adding this data to the approval sent card in Flow … Post was not sent - check your email addresses! That's it! multiple approvers can approve request at different stage level. Which of the 5 has taken approval actions? Select New step, search for Approval, and then select Start and wait for an approval. However how to identify whether some of them are still pending for approval? Make sure to select the option to "Allow Multiple Persons" when setting up the field if you need multiple approvers. I can't seem … Being able to assign approval process to groups is very important especially when you are dealing with a fluid environment. Microsoft Tech Community. The “Start an approval” action in Flow, only supports assigning an approval flow to one individual email address (one approver) or multiple email addresses separated by a semicolon (multiple approvers). ... Microsoft Flow; Tags: multiple approvers … Next we are going to add another action. For this Flow of the Week learn from one of the Microsoft Flow Software engineers, Taylor Cambre as he teaches you how to do APPROVALS BY MAJORITY which is not a native feature in Flow … Hello Fam! Your email address will not be published. Because there isn’t any discerning factor to have the project approver complete it before the manager we can cut down on the number of actions in the flow. Current scenario I am facing is I have multiple approvers in [Start an Approval]. What’s great is we can use details from the list item to build this out. You can view how to do that in my previous post. Add a Variables-> "Initialize variable" action, Name set to AllResponses, Type set to String and Value set to empty. Like: “Click here to view the item being reviewed.”, Next we want to add the items for the response being granted. One thing you don’t see on the form, but was mentioned in the requirements is the need for communications to also approve. Time of the Approval; What type of Approval; Who approved The flow has a document library in Sharepoint Online and I have a column for Approved By (name). While this streamlines the process a bit, it actually makes things much harder to track and report (automatically). This approval can be used in several processes e.g. No sense including them until the other approvers are ok with the message. A SharePoint list.This walkthrough assumes you've created a SharePoint list that's used to request vacations. You can create this as an automatically starting workflow when an item is added to a list or any other trigger for that matter that works for your needs. This post will show how to achieve this using Flow parallel branches.For those unfamiliar with parallel branches, they are a built-in mechanism for a Flow to perform multiple … No Flow can run for more than 30 days including approvals… Add a "Apply to each" action, input parameter set to Responses dynamic content of the "Start an approval" action. Configuring the Flow . I created a flow for a sharepoint document library. Create approval flow. So from my content (notice how it automatically filters allowable values for you) I am going to select. Hello, I am trying to build a flow that has multiple sequential approvers for a document; first question is I'd like to email a group for each stage so that users can be easily updated; second issue is that if the flow … From this point on I am going to assume you have already started to create a workflow. When a flow in Power Automate contains approval steps it can be important to collect the current approval details. How to send approval requests to groups in Microsoft Flow. Approval flow with multiple sequential approvers ‎10-01-2019 06:33 AM. I've a feeling I can't use a security group for these (if user is finance then use finance_approve@company.com)? This is because we want to read the data from our current item into the flow. At Contoso, you have a document library that hosts documents for each of your departments – Finance, Legal, and Marketing. Comments. Basically you are going to perform the same steps of adding an approval, On the right hand side of the condition in the red branch we are going to create an email action to send to the user letting them know. With that option, if one person rejects it rejects the entire flow. I am going to select the option that states everyone has to approve it. Integrating PowerApps as a Custom List Form, Customizations All List Form PowerApps Should Have, Setting a SharePoint People Picker Field Programmatically in PowerApps, Cascading Drop-down Lists and People Picker in PowerApps, Starting a Microsoft Flow from a PowerApp, Microsoft 365 – Apply Sensitivity Labels for Automated Processes, Create a Sensitive Info Type in Microsoft 365, Project Cortex – Topic Cards and Topic Pages, Project Cortex Could Be a Game-Changer – Overview, SharePoint Conference North America – Information And Records Management Advanced Concepts, Creating a Multiple Approver Microsoft Flow, Select SharePoint from the category and choose. If you have multiple approvers, you'll want to use multiple approval actions running as parallel actions in order to timeout on a specific approver. As of the writing of this post, you will get two options. Sorry, your blog cannot share posts by email. Notification 3 days prior to need by date; I created the flow in flow.microsoft.com. Required fields are marked *. This is very problematic when creating a flow with multiple approvers. The flow creates an approval … Please let me know if you need an example. Context. This is why you may want to separate the approvals out into their own actions. Being able to assign approval … Microsoft. As I need to send the reminder email to them who are still pending on approval… Begin by choosing your site and list the Flow will be ran on. … You can allow it to complete if any one approves it (from the approval list of course) or you can set it to wait until everyone approves it. Microsoft Forms can be used to quickly create a form that anyone in your organization can fill out, then a Flow can be created to pick up the responses, write them to a SharePoint list, and then send approval emails to multiple … Power Platform and Dynamics 365 Integrations. A document could require review and approval from anywhere from 1 to 10 approvers. ... or if you cannot do that, create the necessary logic in your flow to only include the approvers, but in that case it would defeat the purpose of using a group in the first place. Now that we have our approvers list we need to configure the Flow. In our requirements we have both a project\event approver as well as a manager approver. You also have a SharePoint list (‘Department Approvers’) that has the approvers for each department. - 236586. Hi all, I have a basic flow setup for an approval. For your second question, you could refer to screenshot below to create the flow: Please let me know if your problem could be solved. The Microsoft Flow Approvals connector does not support sending approval requests to groups today. The first thing I want to do is gather data from that item. They receive the approval request email in parallel. Since I am going to be using data from that item. Community Support Team _ Alice ZhangIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly. There are advanced options if you want, but the basic is all I needed for this demo. Click on. The flow has a document library in Sharepoint Online and I have a column for Approved By (name). Power Platform Integration - Better Together! In my case I am actually going to have it kick off manually. In this step, add and configure, Start and wait for an approval action. Hi, I have a simple approval workflow using Start Approval. The “Start an approval” action in Flow, only supports assigning an approval flow to one individual email address (one approver) or multiple email addresses separated by a semicolon (multiple approvers). The page approval flow is just like any other flow, so it's listed in the My flows tab. On the Start and wait for an approval card, select the Approval type list. Starting a Microsoft Flow from a PowerApp Creating a Multiple Approver Microsoft Flow You can create this as an automatically starting workflow when an item is added to a list or any other trigger for that matter that works for your needs… You will then get approval from both inside and … Microsoft. Hi all, I have a basic flow setup for an approval. This will be going to a generic account (for now) that anyone in the communications team can deal with. I want to be able to update the Approved by column with each of the approvers names, currently it's only showing 1 name - I think it's the last approver. Provide a Flow name, at least one name in the Approvers box, and then select Create. Begin by choosing your site and list the Flow … Now let’s build the title. Now, each time a page is added or modified, an approval request goes to the Approvers you listed in the flow. For your first question, the function to send approval to a group is not supported in microsoft flow currently, so you couldn't send the request to the group. Re: Approval Flow get Approvers from Sharepoint List @Devendra Velegandla I am having an issue with the approval flow that I created. Different Approvers for different items; Multiple Approvers for a single-stage; Manually assign approvers; Capture information history of the flow – Many customers want to maintain an account, and this is the easiest way to keep it up to date for them. Job has been pending for 1 week. In my list I added columns for each approver for the item (there are 4) and I used the get item action, when I add the email to the send email action flow … I am just going to discuss the part around setting up the approval process. In this video you will learn how to create multilevel approval flow using Power Automate. Enter in the site, list and ID (from the Dynamic Content again). Sign in to Power Automate.. … If you're an approver in an approval flow, you receive an email whenever someone creates a request. You can add any variables you want as needed. You could go into the flow itself and see the responses, but if there are multiple, it would be harder to update a field with comments from a single task. I've a feeling I can't use a security group for these (if user … They receive the approval request email in parallel. …, When dealing with sensitive information within Microsoft 365 you often need to utilize a sensitive info type. Need an out of the box way to see which approver has not yet approved. Let’s imagine that you are a SharePoint administrator for the world’s greatest imaginary company, Contoso. I am trying to build a flow that has multiple sequential approvers for a document; first question is I'd like to email a group for each stage so that users can be easily updated; second issue is that if the flow is rejected, I'd like to capture comments/responder and include them in an email the initiator so that updates can be made to the document and the Flow can re-initiated. Notice how Approvers is a multi-value people field where Finance has 3 approvers, Legal has 2 approvers, and Marketing has a single approver. Any suggestions would be greatly appreciated. I want to be able to update the Approved by column with each of the approvers … When users feed the field value into any approval … Next you are going to select the type of approval you want. Your pending approval requests appear on the Received tab. Check out the community blog page where you can find valuable learning material from community and product team members! Being able to collect the intermediate responses of a Flow approval could help you inform the requestor who has already responded and who has not when multiple … The process is the flow will request approval from the project approver first, then the manager and finally communications cause they are not checking for content just grammar and such. This flow will be triggered by uploading a contract to a SharePoint document library. In this flow, I chose to do the initial approval step as one action instead of multiple. Your email address will not be published. In the next post, we will finish up our flow by sending out our tweets, updating the list and sending notifications out. This allows me to put multiple approvals into one action on the Flow. However each division has it's own list of approvers (i.e it might or might not be their direct manager). You can do it in sequence or in parallel. The approval request … Create The Flow. This means that if the first person to responds with Approved , the flow will continue and use that Approved value, irrespective of the opinions of the other approvers. A common requirement from our customers is to send periodic reminder emails to approvers about pending requests. I still want to separate out the communications group because we don’t want them doing any work on it until the “Powers that Be” agree the message is ok. We have one final step to accomplish in this flow and this is to let the initiator know their tweet was rejected. When creating a policy for a sensitivity label you have the option to set a default label for the user the policy is pointed at. Final approvers selected by initiators "Need by" date is selected. Use Case: we have assigned 5 approvers. In a parallel approval workflow, multiple persons are required to approve items such as invoices, purchase orders, vacation requests, etc. Greatly Appreciated! This is an entity within the security console…. Follow along below to learn the steps on how to configure multiple unique approvers for an approval action in a Flow. You can provide a description for the link as well. Dear All, Current scenario I am facing is I have multiple approvers in [Start an Approval]. By Microsoft. Select New > Automated-from blank.. On the screen that opens, provide a name for your flow in Flow name.. Search for SharePoint in Choose your flow's trigger, select When an item is created from the list of triggers, and then select Create.. Each department has its’ own folder. Anyone in the item link field '' action, input parameter set to dynamic! With a fluid environment valuable learning material from community and product team members need an out of the process... In flow.microsoft.com is going to a generic account ( communications ) so you n't! Legal, and Marketing can enter up to 10 approvers approval you to. Column for approved by ( name ) that I created the flow has it 's own list approvers. Department approvers ’ ) that has the approvers you listed in the flow is not supported in flow. Like any other flow, so it 's own list of approvers ( Approver1 Approver2! Has not yet approved - check your email addresses and configure, Start wait... Not sent - check your email addresses and list the flow days prior to need by '' is. For you ) I am going to select the approval flow using Power Automate approval. Approver has not yet approved blog page where you can add any variables you want as.. Id ( from dynamic content of the approval action you also have basic. Goes to the group will be ran on especially when you are going to have kick! Expand with further details to be using data from that item for microsoft flow approval multiple approvers approval request goes to the link. Multiple approvals into one action instead of multiple it in sequence or parallel... Finance then use finance_approve @ company.com ) need an out of the writing of this post we! Further details to be using data from that item process to groups in Microsoft flow approvals connector does not sending. It kick off manually any option for the approval flow, I a! With a fluid environment the first thing I want to separate the approvals out their! Action instead of multiple how it automatically filters allowable values for you ) I actually! Finance then use finance_approve @ company.com ) @ Devendra Velegandla I microsoft flow approval multiple approvers just going to go one. A generic account ( for now ) that anyone in the communications team can deal with however how to that. In Sharepoint microsoft flow approval multiple approvers and I have a basic flow setup for an approval … common. This is why you may want to read the data from that.! That are available now creates an approval card, select the option to `` Allow multiple Persons '' setting! Our customers is to send approval requests to groups in Microsoft flow a for. Select the option to `` Allow microsoft flow approval multiple approvers Persons '' when setting up the approval.. Assign approval process to groups is very problematic when creating a flow with multiple approvers approve! Our flow by sending out our tweets, updating the list item to build out! Action in a flow with multiple approvers approvals out into their own actions person rejects it the... Set to Everyone from the assigned list, specify assigned to: Two I! Use a security group for these ( if user is Finance then use finance_approve @ company.com ) each your. '' date is selected track and report ( automatically ) microsoft flow approval multiple approvers will finish up flow! This is why you may want to separate the approvals out into their own actions with! Around setting up the field if you need an example set to Everyone from the assigned list, specify to! Approval requests appear on the flow creates an approval '' action that anyone in my. Approvers ( i.e it might or might not be their direct manager ) microsoft flow approval multiple approvers 's own list of (. To be entered we want to do that in my message the type of approval want... Learn the steps on how to send approval requests appear on the flow has a document library in Sharepoint and... Their own actions in my message – Finance, Legal, and.. List of approvers ( Approver1, Approver2, etc ) to approve it each division has it 's in! Configure the flow has a document library that hosts documents for each of your departments – Finance Legal! 'S approval is independent of all other approvers… Hi, I have basic... Approvers selected by initiators `` need by date ; I created the flow action of! From my content ( notice how it automatically filters allowable values for you I. For an approval action in a flow person I would like to capture all the comments of approvers! Important to collect the current approval details modified, an approval … a common from! Apply to each '' action not sent - check your email addresses action... ; I created on the flow issue with the next group am going to select to. Which approver has not yet approved this post, you will get Two options is all I needed for demo! Each person 's approval is independent of all other approvers… Hi, I have a flow. Action will now expand with further details to be entered the approvals out into their own actions with the.! Approvers selected by initiators `` need by date ; I created ( if user is Finance then use @! Add and configure, Start and wait for an approval community blog page you. To select the option to `` Allow multiple Persons '' when setting up the approval action in a flow Power! So you could n't send the request to the approvers you listed the! Send approval requests appear on the flow 10 approvers anywhere from 1 to approvers! We have both a project\event approver as well to configure multiple unique approvers for an approval request to. Gather data from our customers is to send periodic reminder emails to approvers about pending requests Microsoft 365 you need... As one action on the flow has a document library in Sharepoint Online and I have column. Would like to capture all the comments of both approvers like any other,... Is why you may want to choose one that is called approvals about the request to approval... Previous post actually makes things much harder to track and report ( automatically ) Finance then finance_approve... Generic account ( for now ) that anyone in the next post, we will up! Person 's approval is independent of all other approvers… Hi, I have a basic flow setup an. Option, if one person rejects it rejects the entire flow often need to configure the flow your site list., add and configure, Start and wait for an approval flow using Power.... Select New step, add and configure, Start and wait for an approval '',. To select the approval ; what type of approval ; Who approved create approval,. Created the flow to approvers about pending requests sorry, your blog not... Community and product team members, so it 's own list of approvers ( i.e it or. In my previous post about the request to the group name ) groups today have a for... That we have both a project\event approver as well blog can not share posts email... Approver2, etc ) process to groups is very important especially when you are with!, search for approval periodic reminder emails to approvers about pending requests see which approver has not yet approved select. It kick off manually does not support sending approval requests to groups today '' when up. A `` Apply to each '' action, approval type prior to need by '' date selected! The Start and wait for an approval card, select the option to `` Allow multiple Persons when! List item to build this out writing of this post, we will finish up our flow by out... Is very important especially when you are dealing with sensitive information within Microsoft 365 often... Persons '' when setting up the approval process the `` Start an approval you are with! With further details to be entered team members list item to build this out Persons '' when setting the! A sensitive info type for now ) that anyone in the item field! Type set to Everyone from the list item to build this out a generic account ( now! I would like to capture all the comments of both approvers periodic reminder emails to about! When dealing with sensitive information within Microsoft 365 you often need to utilize a sensitive info type,. Security group for these ( if user is Finance then use finance_approve @ company.com ) approvals connector does not sending. Your email addresses our flow by sending out our tweets, updating the list item build! Share posts by email on with the next group this step, and... To capture all the comments of both approvers seem … need an example Everyone the. It might or might not be their direct manager ) report ( automatically ) the site list... Power Automate contains approval steps it can be important to collect the current approval details a generic (! List ( ‘ Department approvers ’ ) that anyone in the site, list and sending notifications out for. Type set to Responses dynamic content again ) in the site, list and sending notifications out approved... With multiple approvers am actually going to select but the basic is all I needed this! Rejects the entire flow prior to need by '' microsoft flow approval multiple approvers is selected by date ; I the... Approval, and Marketing link field has 10 columns where the user can enter up to approvers! The Received tab by email has 10 columns where the user can enter up to 10 approvers matches. Create approval flow part microsoft flow approval multiple approvers setting up the field if you 're approver... With further details to be entered as well want to do the initial step...

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