Re: Need help with approval flow - completely new to Power Automate
I know you are new to power automate and this might seem like a lot, but you should make a sharepoint list. Build the SharePoint list and pretend if you were going to tell people to manually use it to complete everything.
Pretend like you would say,
- Sender 1, you go and create an item in the SharePoint list that you want reviewed and approved. Select the specific properties or whatever that will determine if this is sent to Approver A or Approver B.
Then Sender 1 Email the person you need to approve and tell them you are done.
- Approver B, you go into the SharePoint list and update the fields that you need to check and then change the Status showing you are completed or Approved.
Then Approver B you email the Approver A and tell them you are done.
- Approver A you go into the SharePoint list and update the fields that you need to check and then change the Status showing you are completed or Approved.
Approver A then you email the final approver and tell them you are done.
- Final Approver, you review the SharePoint list item and select the Status showing it is done or Approved.
Final Approver, you email everyone and tell them you are done.
Build a SharePoint List as a tool that people could manually go update. Design it have status or information that each user could understand and complete their function.
Now you use the same logic that people would manually complete, and replace it with Power Automate where applicable.
- Sender 1 Fill out a MS Form
- Power Automate creates an Item in a SharePoint List
- Power Automate sends an Approval request to B or A depending on user input.
- Approver B looks at data and determines if it is approved or not
- Power Automate updates the SharePoint list item with approval status
- Power Automate sends Approval request to A
- Approve A looks at data and determines if it is approved or not
- Power Automate updates the SharePoint list item with approval status
- Power Automate sends Approval request to Final approver
- Final Approver looks a data an determines if it is approved or not
- Power Automate updates the SharePoint list item with status
- Power Automate sends notification email to everyone
You need to lay out your process and then logically design the tool to fit the process, then automate the tool. If you have people who need to make edits, then have them update the SharePoint list item directly and they can click approved when they are done.
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