Forward Email from 1 recipient to anothe recipient

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Posted on by Busybeaver

Afternoon,

I am new to Power Automate and have searched existing threads but can't find what I'm looking for.

I need to build an approval process where a Manager needs to approve a credit amount. If he/she doesn't have the authority to approve the total amount of credit requested, then they need to first approve it at thier level, then forward it to the next person.

As the form is generic across multiple business units, the "next Manager" needs to be manually entered before forwarding the email.

Is this possible within Power Automate please??

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Gdarmon Outlook 372 on at

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Hi,

Here's a general outline of how you can set up this approval process in Power Automate:
Trigger: Use an appropriate trigger that initiates the approval process when a request is submitted. For instance, it could be triggered by a form submission, email, or a specific event in your system.
Get Manager's Approval Authority: Retrieve the manager's approval authority level or credit limit threshold from your system or database.
Conditional Check: Compare the requested credit amount with the manager's authority level to determine if they have the authority to approve the full amount. If they do, send the approval request directly to them; if not, send it to their level and allow them to escalate it to the next level.
Approval Actions: Utilize the "Start an Approval" action in Power Automate to create an approval request. Include the necessary details such as the requested credit amount, requester information, etc.
Conditional Branching: Based on the manager's response, if approved, proceed with the process completion. If rejected, handle the rejection scenario accordingly.
Dynamic Routing: If the manager doesn’t have the authority to approve the full amount, prompt them to enter the details of the next manager who can approve the remaining amount.
Forward Approval: Create an action to forward the approval request to the manually specified manager for further approval.
Loop or Recurrence: If needed, set up a loop or recurrence to ensure the process continues until final approval is obtained.
Gill

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Busybeaver 8 on at

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Thanks Gill, what you've written makes sense and presents a great learning opportunity for me.

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