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Hi,
I'm new to using Flow and Power Automate and have a request from a customer. They have a manual process that they want to automate:
Engineer completes a report - sent to a senior engineer for initial proof reading.
Engineer carries out the changes requested - sent back to a senior engineer for second proof reading.
Engineer carried out the changes requested - engineer sends the report to the client.
I would like the process to carry out the following:
1. When the approval process is initiated it creates a task in the Proof Reading Plan in bucket 1 and assigns the approver.
2. When the senior engineer approves the document, the document gets tagged with "Initial Proof Reading by name of senior engineer" and the task moved to bucket 2 and assigned to whoever requested the initial approval.
3. Once the engineer has completed the changes he/she requests the second Proof Read, this will move the task to bucket 3 and again the task gets assigned to approve.
4. Once the senior engineer approves the document, the document gets tagged with "Second Proof Reading by name of senior engineer" and the task moved to bucket 3 and assigned to whoever requested the initial approval
5. Once the final changes have been made the engineer will move the task to bucket 4 and the document will get tagged "Sent to client by name of person requesting the approval".
I hope that makes sense to someone who can also help me? So far I have a process that creates the initial task in the planner and assi
Hi @rocketwp
What are the connectors you will use to do the Flow? I mean what are the products involved on the process itself?
Do you have a screenshot of the Flow you have so far so we can have a better understand over it?
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