Hello,
I am trying to create a flow for a travel authorisation form that goes to the finance department first.
It then gets sent to Managers for approval, is there a way that I can set it up so that the finance department can approve it and then decide specifically what e-mails the sequential approval gets sent to? I appreciate any help, thanks.
Hi @Keano !
Well, before starting to talk about Dataverse, I will need to know if you are licenced to use it 😉. If you don't have a premium licence, you won't be able to use it.
Also, you will need to understand few concept such as solutions, Developments and Production environments....
https://learn.microsoft.com/en-us/power-apps/maker/data-platform/solutions-overview
https://learn.microsoft.com/en-us/power-apps/maker/data-platform/
Going in the dataverse direction will be a really big push if you are new to the power platform 😁.
Let me know if you want to push forward with that.
T
Hi Tristan,
Can you tell me how to implement the dataverse table method in the flow pictured below?
I appreciate your response, I am just a bit new to power automate and need a bit of help in getting it to operate in the way I want. Thank you!
Hi @Keano !
Well, if you want to be able to do that you will need 2 approvals to be generated ^^.
I would suggest you to either use a sharepoint list which would log your first approval stage and allow via a person picker column your finance dept to fill who would be "next in line".
You would have to use a Power Automate linked to this SharePoint List using the "when an item is updated" trigger.
This flow would then send a new approval.
The other option would be to create a Canvas App which could integrate a gallery linked to the approvals having passed the first stage and a editform allowing the user to send the next approval stage.
In both case scenario, your data coming from the first stage and including elements of the second stage (person picker, groups, etc..). It doesn't have to be SharePoint, you could use also dataverse tables (the idea behind this list or table being to have a trace of whom the second stage approval has been sent to).
I hope it helps.
T
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