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Approval Workflow - Automatically Selecting Approver from SharePoint List

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Posted on by Community Power Pla...

I'm looking at working on an approval workflow and I'm trying to figure out how I can get it to select an approver from a SharePoint list based on various parameters.

Essentially the workflow will be triggered by a user selecting a file from a SharePoint library and it will then need to look at the department, team and document type assigned to said file and then automatically assign (an) approver(s) based on the stage of the approval (initial approval by line managers [document approver 1 & 2]/director level approval [director approver] and then publishing approval [publishing approver]) from the SharePoint List.

Document Library:

doc library.png

Approvers List:

approver list.png

I had found something previously regarding a department and approver list variable and then using a get item's action with a filter which was able to drill down and pick an approver using one variable (just department) [find screenshots of this solution below] but now I'm trying to find this based on more variables I'm not certain where to go from here.

initializing variables.png

set department variable.png

get items based on department.png

append to string variable.png

Any help/suggestions would be greatly appreciated

Categories:

Building flows

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alrezac on at

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Hi Jake,

Looking through your issue here as long as you dont mind hard coding the user you want to send the approval to you could really simplify the complexity of your Flow. Using a switch you could have it go down a tree of options down to a specific user designated for that tree path. From there it would create an approval task and assign it to that person. Once that approval task is done it would do that again and assign it down a tree based on the files department and document type.

Regards,

Alex

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Community Support Team _ Alex Rezac
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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Community Power Pla... on at

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Hi Alex,

Thanks very much for your swift response and apologies to be a pain but could you possibly provide a basic example of how I could start using a switch to determine the relevant user?

Regards,

Jake

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Community Power Pla... on at

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No worries now, I've managed to work it out myself. Thanks for the help 😊

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