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Power Automate - Building Flows
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Flow connected to Form for Approval

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Posted on by 70

Hi,

 

I am trying to build a flow using Power Automate connected to Forms and to have an approval step.

 

My Form is set up in the following way:

 

Question 1:
Text Field - Managers Email

 

Question 2:

Option Field - Option 1/2/3

 

Question 3:

Upload Field - Document Review Upload

 

Question 4:

Rating Field - Out of 5

 

I am hoping to creating a flow that when the responder uploads a document in question 3, it needs to go to the email given in question 1 for approval first before it can go to the creator of the Form.

 

Any help will be appreciated.

 

Thanks. 

 

I have the same question (0)
  • DrishM13 Profile Picture
    70 on at
    Re: Flow connected to Form for Approval

    I have managed to create this but it just goes to a standard approve/reject - not specific to Question 3 and cannot review the document.

     

    DrishM13_0-1618224913202.pngDrishM13_1-1618224953356.png

     

  • VIDIT Profile Picture
    666 on at
    Re: Flow connected to Form for Approval

    Hi @DrishM13 attach the uploaded document in advance options of the approval 

  • VIDIT Profile Picture
    666 on at
    Re: Flow connected to Form for Approval

    Also @DrishM13 My question do you want to send an approval only when the document is uploaded ?? 

  • DrishM13 Profile Picture
    70 on at
    Re: Flow connected to Form for Approval

    Hi @ViditGholam - the document upload is a required field so approval is always sent as a document is always uploaded 

  • VIDIT Profile Picture
    666 on at
    Re: Flow connected to Form for Approval

    @DrishM13 Got it I am implementing this in my trial will update you shortly

  • VIDIT Profile Picture
    666 on at
    Re: Flow connected to Form for Approval

    Hi @DrishM13  here is how you can do it create an automated flow. 

    ViditGholam_0-1618232881533.png

    Use these triggers as shown below don't use existing templates 

    ViditGholam_1-1618232947577.png

    Then follow this youtube link which will show you how you can attach the contents of your uploaded file in the attachment of your approval (he has attached the file to a sharepoint list but you can attach in your attachment)

    Link - https://youtu.be/UKuzX8zlnuE

    Let me know in case of any Issues.
    If this resolves your issue please mark this post as answered and hit me a thumps up.
    Thanks and Regards,
     Vidit

  • VIDIT Profile Picture
    666 on at
    Re: Flow connected to Form for Approval

    Hi @DrishM13 I implemented (Create a Blank Automate Flow and use the same steps as I Did ) I haven't renamed any connection name so that it is simple for you to understand

    Flow steps 

    ViditGholam_0-1618237758636.png

    Schema to that PARSE JSON

    {
        "type""array",
        "items": {
            "type""object",
            "properties": {
                "name": {
                    "type""string"
                },
                "link": {
                    "type""string"
                },
                "id": {
                    "type""string"
                },
                "type": {},
                "size": {
                    "type""integer"
                },
                "referenceId": {
                    "type""string"
                },
                "driveId": {
                    "type""string"
                },
                "status": {
                    "type""integer"
                },
                "uploadSessionUrl": {}
            },
            "required": [
                "name",
                "link",
                "id",
                "type",
                "size",
                "referenceId",
                "driveId",
                "status",
                "uploadSessionUrl"
            ]
        }
    }
    ViditGholam_1-1618237842779.png

    Form - 

    ViditGholam_2-1618237878753.png

     

    Output - 

    ViditGholam_3-1618237928710.png

    Note - It is annoying to edit the one drive name it comes back again and again you will have to wipe it multiple times.

    if you want to get rid of the apply to each loop watch this YouTube video - https://youtu.be/Xxad-kSLQ9Y

     

    Let me know in case of any Issues.
    If this resolves your issue please mark this post as answered and hit me a thumps up.
    Thanks and Regards,
     Vidit 

     

  • DrishM13 Profile Picture
    70 on at
    Re: Flow connected to Form for Approval

    HI @ViditGholam - thank you so much - it works well and I like that you get an attachment of the file you have uploaded.

     

    My only question is, can there be a step added at the end when an email notification is sent to the responders email address about the outcome?

     

    I see the notification comes up in my Teams but not outlook. 

     

    I have tried to add "send an email" and I get the "To and Subject"  but when I try to add in the body, there is nothing stating "outcome"

  • VIDIT Profile Picture
    666 on at
    Re: Flow connected to Form for Approval

    Hi @DrishM13 can you show me your flow Screen shots ??

  • DrishM13 Profile Picture
    70 on at
    Re: Flow connected to Form for Approval

    Hi @ViditGholam - as attached 

     

    DrishM13_0-1618294791869.png

     

    DrishM13_1-1618294807301.png

     

    DrishM13_2-1618294835196.png

     

    DrishM13_3-1618294849888.png

    I added the "email address" of the requestor in the "start and wait for approval" step as it was only showing my email even when another person was asking for approval.

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