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Building an approvals Flow with the option for the requester to edit the approval

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Posted on by JorisVanOsta

Hello Everyone,

In our company we are using the Approvals app in teams to request approval for certain sales orders.
The way this is done is with a custom template where the requester enters the necessary information related to a sale.

The approver either approves or rejects the request and we save the pdf.

I was wondering if there is any way to have upon a rejection, it gets send back to the requester to make changes to the filled in form?

Right now when an approval gets rejected, the requester has to com

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v-mengmli-msft Microsoft Employee on at

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Hi @JorisVanOsta ,

I'm not sure I fully understand what you need, please let me know if I've missed something.

When an approval is rejected, you can send an email to remind the requester to refill and initiate an approval, but you cannot send a rejected approval to the requester and ask him to modify it again.

Best regards,

Rimmon

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JorisVanOsta 2 on at

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Hi Rimmon

I am pretty new to this and trying to learn how it works :).

I created a custom template form for our logistics team to use.

In it they have to fill in basic information about a particular incoming sales order (like customer, total sales value, terms, etc).

This then gets sent to the sales manager responsible through the approvals app.

now the sales manager only has 2 options either approve or reject.

I wish to build something similar through power automate where there is a third option, let's call it revise.

The form would then get sent back to the requester for them to revise some of the filled in information - to be sent back for approval to the approver.

is there any way to do this?

Thank you so much for the swift response!

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v-mengmli-msft Microsoft Employee on at

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Hi @JorisVanOsta ,

Here is the method which I mentioned above:

Of course, you can replace it with Switch action which can reduce nested condition if you want flow continue when outcome equals "approved" or "reject".

Since I don't know how your users trigger the flow to initiate approval, this is the safer and simpler approach.

Your requirement is more like putting approval in DoUntil. If the approval result is always revise, the flow will always send approval. However, if the requester's modified results are not included in the approval, it is meaningless to keep repeating the same approval. Therefore, the modified content is still entered by the user, and then a new approval is initiated.

Best regards,

Rimmon

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