Dynamically assign approver based on location (zip code)

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Posted on by SIMIKE2016

Hello,

I am working on a workflow to handle application approvals.

Applicants will complete a Microsoft form with basic information (e.g. Name, Company, City, State, Zip Code). After the form is submitted, I want to send it for approval.

The challenge I am having is configuring the flow so the correct approver is sent the approval. I want the approver to be decided based on the Zip Code the applicant entered on the form. Because it could be any zip code in the United States, there are thousands of possible options so it is not feasible to create a unique flow for each zip code.

I feel there has to be a way to configure the flow so that it looks up the zip code from the form, determines the approver based on a SharePoint list or Excel file, and then sends the approval to the correct approver identified.

Any recommendations are appreciated! Thanks.

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Building flows

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Pstork1 69,665 Most Valuable Professional on at

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You could do it with either a SharePoint list or an Excel file that gets imported when the flow starts. I would use the SharePoint list. Just create a list with two columns. ONe which is the ZipCode and the second which is either a People column or a single line of text for the email address of the approver. You can then do a Get Items action on the list just before you assign the approver. Use an Odata query that is

ZipCode eq 'Zipcode in form'

Then when you assign the approver use the following formula

first(outputs('Get_items')?['body/value'])?['columnName']

You'll need to add ?['Email'] if it was a people/group column
j_menin 22 on at

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Hi @Pstork1 ,

I'm trying to use above but don't seem to be inputting correctly. My case is the same in that I want approval to be sent to a specific person based on Location question in my form. I've created a list in sharepoint:

Then when applying Get Items:

But I receive an error when testing that reads "The expression "Employee Location eq 'EmployeeLocation in form'" is not valid. Creating query failed."

What am I doing wrong? Appreciate any help you could give me.
Pstork1 69,665 Most Valuable Professional on at

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EmployeeLocation in form is a placeholder in the code I provided. You need to replace that with the dynamic content that holds the Location value the user submitted in the form.