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Power Platform Community / Forums / Power Automate / Custom approval matrix...
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Custom approval matrix and respone

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Posted on by 22

Hello i'm quite new in building flow. anyway i'm trying to design a flow for my document library and im trying to figure out how to do the following:

1. Custom approval matrix: i have been building a multi-level approval process every time a document is uploaded in the library. My problem is i want it to be dynamic approvers depending on the person created/uploaded the document. I can't use the get manager step since the flow of the document approvals does not coincide with organizational hierarchy. I already created a sharepoint list to define the approval flow for each of the individual. 

contributorFirst level approversecond level approverthird level approver
Person APerson BPerson CPerson D

 

I am thinking of getting a condition action for this, my question how can i perform a lookup that says if file created by = contributor, then get first level approver?

 

2. Customize approval process. 

Aside from either approving or rejecting the document, i would like to put as an option to endorse it to a particular person. So a person receiving an email from flow, can either approve, reject or endorse it to another person. 

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  • Verified answer
    v-litu-msft Profile Picture
    Microsoft Employee on at

    Hi @clarkzara,

     

    1. You can use the filter query in Get items action of SharePoint connector to get the item which contributor is equals to the person you want, for example:

    Annotation 2020-04-03 141333.png

     

    2. If you response the approval request in the Approval center, there already have a reassign button on the drop-down, you can click it to assign anybody who is stay in your organization:

    Annotation 2020-04-03 141334.png

     

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

     

  • clarkzara Profile Picture
    22 on at

    Thank you for the reply,

     

    Will look at the OData filter query, just a quick question can i use a dynamic content in filter query, contributor eq 'created by' from the file created properties action? 

     

    "2. If you response the approval request in the Approval center, there already have a reassign button on the drop-down, you can click it to assign anybody who is stay in your organization" is this available on the email sent for approval?

     

  • Verified answer
    v-litu-msft Profile Picture
    Microsoft Employee on at

    Hi @clarkzara,

     

    1. Sure, you could use dynamic content in the filter query.

     

    2. No, the approval Email has not a default reassign button. But you could add a custom response of Approval, create a reassign option. If the response of approval is reassigned, create a new approval send to another.

     

    Best Regards,
    Community Support Team _ Lin Tu
    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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