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Power Automate - Building Flows
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Assign approval task based on job title like “General Manager” or "Director" or "Business Mangaer"

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Posted on 15 Jul 2019 16:30:37 by 134

Greeting of the day,

 

I am fairly new with MS flow, please forgive me if my question sounds silly.

I am trying to create a approval flow and trigger when an item is added in the sharepoint list, next step business want is to create a approval process and assign to the any one of the employess with job titles like "General Manager" or "Director" or "Business Manager", i also want these employees (like "General Manager" or "Director" or "Business Manager") to come from the user's oraganization's hierarchy.

For Example.

Associate1 (Createdby) >> Manager1 >> Senior Manager1 >> General Manager1 or director or business manager

Associate2 (Createdby) >> Manager2 >> Senior Manager2 >> General Manager2 or director or business manager

 

i tried using office 365 connector but could not go far with that, also suggested my business that we can maintain a list of approvers in custom list and let user's select any one of the approvers when adding the item using form, unfortunately that didn't work for them.

 

So far i have/know no way to achieve this and not even sure if this is achievable.

 

Your help would be highly appreciated on this matter.

 

Thank you!

  • v-bacao-msft Profile Picture
    on 26 Jul 2019 at 08:56:32
    Re: Assign approval task based on job title like “General Manager” or "Director" or "Business Mangaer"

    Hi @vermaaman ,

     

    Currently, the user info that can be obtained through Flow is included in the Body of Get user profile action.

     

    If you want to see if the user belongs to multiple job titles, you can add multiple rows to Condition and then use contains to determine if the Job title contains the titles you mentioned.

     

    Best Regards,

  • vermaaman Profile Picture
    134 on 16 Jul 2019 at 17:01:58
    Re: Assign approval task based on job title like “General Manager” or "Director" or "Business Mangaer"

    Thank you @v-bacao-msft, i can see it's a nice way to get employees belong to only one jobtitle i.e. "General Manager" in your example, however what would be the best approach to get employee belonging to multiple jobtitles like Business manager and Directors?

     

    is there any way we can query more than one jobtitles and get the user's details?

     

    Thank you for the advice again, much appreciated..

  • v-bacao-msft Profile Picture
    on 16 Jul 2019 at 06:30:24
    Re: Assign approval task based on job title like “General Manager” or "Director" or "Business Mangaer"

    Hi @vermaaman ,

     

    Is your confusion that the job title property was not found?

    If you have assigned an employee's job title, you can use Get user profile (V2) action in Office 365 users connector to get Job Title. Then you could use Job Title to determine the approval order.

    The following screenshots you can have a reference:

    t1.png

    Please have a try, I hope it will help you.

     

    Best Regards,

  • ScottShearer Profile Picture
    25,212 Most Valuable Professional on 15 Jul 2019 at 18:06:13
    Re: Assign approval task based on job title like “General Manager” or "Director" or "Business Mangaer"

    @vermaaman 

    When you say that you used the Office 365 connector, do you mean the Office 365 Users connector?  You can pull the job title for anyone in your organization assuming that it has been populated.

     

    The bottom line is that you need somewhere from which you can pull this information - the preferred way to pull the info is via the Office 365 Users connector (job title column/field).

     

     

     

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