Unanswered

Delegate approvals

(0) Share

Report

Posted on by julijazas

820

How you handle this scenarios when the approver is on holiday and you want to delagate his incomming approvals to other user?

I dont want and edit my flow. Is there a normal workaround on this case?

Categories:

General topics

I have the same question (0)

All responses (14)

Answers (1)

jinivthakkar 4,187 on at

Like (0)

Report

@jja I found a similar thread here, please check this out:

https://powerusers.microsoft.com/t5/General-Power-Automate/delegating-or-re-routing-approval-requests/m-p/285676

--------------------------------------------------------------------------------
If this post helps answer your question, please click on “Accept as Solution” to help other members find it more quickly. If you thought this post was helpful, please give it a Thumbs Up.

Was this reply helpful? Yes No
jinivthakkar 4,187 on at

Like (0)

Report

@jja There is also a idea submittted which is under-review

https://powerusers.microsoft.com/t5/Power-Automate-Ideas/Approvals-v2-Delegate-approvals/idi-p/44402

Was this reply helpful? Yes No
Verified answer

julijazas 820 on at

Like (1)

Report

I have founded out how to delegate approvals while on holiday

Was this reply helpful? Yes No
Jennieg 4 on at

Like (1)

Report

Can you post how you did it so others can use it please?

Was this reply helpful? Yes No
julijazas 820 on at

Like (0)

Report

Hi @Jennieg
What i did is created a list in a sharepoint and in the list i added a user which usualy is responsible for the approvals
So the aprooval flow is not calling the user name directly but is calling what user is entered inside sharepoint list. When user goes on holiday then user removes himself from this list and adds another user to whoom aproovals are delegated dynamically. When comes back adds back himsef

Was this reply helpful? Yes No
Sumitra_Sai 65 on at

Like (0)

Report

Hi, could you please share screenshots of the flow which you made?

Was this reply helpful? Yes No
julijazas 820 on at

Like (0)

Report

@Sumitra_Sai
When an item is created - i point out which sharepoint site and list to monitor
After it i call action Get item by ID
Then what you need to to is to have a separate list with the persons who will make aproovals and one of the columns must be person type column
So see in the flow i call get items-Personalas pointing out that list where all my users who make this approval possible to be delegatable

When you have your item and the list of persons(my users usualy in the approvers list have 1 user only and when some go on holiday they jus tswitch to different person in that list) then in asigned to you can point the user email from the approvers list which you got calling action above - get items-Personalas

Let me know if you need more explanation. I just explained here how i get approvals for users to control themselves to which person they can delegate it

Was this reply helpful? Yes No
Sumitra_Sai 65 on at

Like (0)

Report

Thanks for your explanation.

Do we need to provide any condition if incase of delegation?

And, could u pls elaborate on this "When you have your item and the list of persons(my users usualy in the approvers list have 1 user only and when some go on holiday they jus tswitch to different person in that list) then in asigned to you can point the user email from the approvers list which you got calling action above - get items-Personalas" ?

Was this reply helpful? Yes No
julijazas 820 on at

Like (1)

Report

@Sumitra_Sai
No you dont need any conditions.
Let me explain my case:
Here in office we have 1 HR person and when somebody wan'ts to go on holiday they fill in the sharepoint list form with a holiday request. Then this request goes to this HR person and if all ok HR approves the request. But the question was what to do when HR is on holiday who will aproove requests? Then i came to and idea that the approver in this case should be dynamic so i created a separate list in same sharepoint site and called it Personalas. In that list a have entered a user to whoom the approval should go. So when my HR goes on holiday she goes to that list removes herself and puts another responsable person who will get holiday aproovals when she is away.
As you see in the start and wait for the approval Asigned to is not pointed directly towards dedicated person/user but instead it is pointed top that personalas list user which is at the moment is enetered there

Was this reply helpful? Yes No
Sumitra_Sai 65 on at

Like (0)

Report

oh okay, thanks! I understand your scenario.

But in my case, if a user sends a request for the approval, then it will be assigned to an approver. There will be more approvers where, I have to maintain their names in a separate SP list. So, if an assigned approver is on leave / OOO / not responding within the stipulated time, then that particular approval request should be forwarded / delegated to all the remaining approvers present in the list (kind of sending multiple requests at a time).

I'm really confused on multiple delegations. Could you / someone please help me on this?

Was this reply helpful? Yes No