Simple flow to show that a report has been approved (approval confirmation then sent via email)

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Posted on by MD-16100316-0

Hi all.

I've been asked to create a SharePoint page to display a PowerBI report (Budget Report).

Embedding the PowerBI report is a simple webpart.

However the client has requested I create some visual representation on the page that the report has been verified (incl a name / date stamp of the person approving). i.e. the client would like an APPROVE button that triggers the flow and provides a visual representation on the page that the report has been certified.

Once approved they also want the approval to be emailed to several parties.

Lastly, they've asked for a recorded history (e.g. a SPO list) recording when each report was approved and by whom.

This is a screenshot of the .NET web solution they are using currently (within the Umbraco CMS):

Each time I try to research 'approval flows' I get a load of SPO publishing approvals / file approvals , but not a simple visual approval.

Once I have a starter template I can get the remaining functions added reasonably easily.

Any tips or suggestions for somewhere to start would be most welcome :)

I'll keep googling for OOTB templates that may work.

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Michael E. Gernaey 53,963 Moderator on at

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Hi

There is no visual approval, well that's not 100% true, but for your purpose it is.

You would need to add a button to your screen, that would allow them to click it and start the Approval Process.

The button would call a Power Automate (flow) which would be the Approval Process. In the Flow, once its approved or not, you would write to the List,(add a column or 3, to track if its approved, rejected, by whom and date time.

I would recommend that you move your SharePoint form into the Canvas App Studio, and create your Flow there as well.

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MD-16100316-0 4 on at

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Thanks @FLMike.

Good suggestions there. So I should start with a canvas app, and have the SharePoint form within, then I can embed the app into the SPO page when it's ready.

I'll have to find a way within the canvas app to display clearly that the report has been CERTIFIED, along with the details date/time/user. It will involve some display rules on the canvas (e.g. only show CERTIFIED + Green Tick once approval has been processed. Then Display who approved it, as well as date / time of approval.

It should be easy enough to write those same details in a background SharePoint list, so you would end up with info displayed on the FORM as well as a SPO list in the backend where you can check the data for historical records etc.

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