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Send Email with Options and Comments

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Posted on by mthompson

Hello everyone,

I created a Flow when a new item is added to sharepoint list (invoice to be approved and paid), send email with multiple attachments to approver. Approver reviews attachments and then approves/rejects (need to capture comments on rejections so that we can make changes to invoice to resubmit for approval). Also need to identify time period in which approver needs to approve/reject. Once approved/rejected and email is sent to creator to advise of approver selection, if approved list item is updated with attachment and approved status, if rejected, update item to reflect rejected. Also need to have email communications be sent from MSFLOW (not creator/user account), otherwise all email communications are coming from me? Any advice on how to accomplish these three tasks:

1. Add timeframe/reminder email to be sent if approver doesn't approve in 24 hours

2. Need to capture approver comments on rejections to advise what is wrong with invoice or what needs to be corrected.

3. Need all email communications to approver and creator to be sent from MSFlow account, not with my name.

Thanks and I appreciate any assistance.

Michelle

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Building flows

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @mthompson

Firstly, you can try using the Start and wait for an approval action instead of sending email with options.

1. You can set a reminder policy/ retry policy after setting a timeout on the approval action.

2. Approvals provide with a feature to capture the comments from the approver.

3. You can send emails from a shared mail box (https://powerusers.microsoft.com/t5/General-Flow-Discussion/Flow-sending-emails-with-a-service-account/td-p/34640)

Hope this Helps!

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v-yamao-msft on at

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Hi @mthompson ,

From your description, it seems that you would like to add attachments in an approval email, get approval comments from the response.

Currently, when using approval actions Start and wait for an approval action, we could get the approval comments but not able to send approval email with attachments. When using action Send an email with options, we could send approval request with attachments but not able to get comments.

Please vote the following two ideas on Flow Ideas Forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/Send-email-with-options-add-comments/idi-p/125901

https://powerusers.microsoft.com/t5/Flow-Ideas/Adding-an-Attachment-to-an-Approval-Email-In-Flow/idi-p/7985

Further, about question1, you could set Time out duration under Settings.

https://flow.microsoft.com/en-us/blog/four-connector-action-settings/

About question2, we could get comments by using dynamic content Responses Comments from the previous approval action.

About questions3, if you are using Start and wait for an approval action, the email will be sent out from maccount@microsoft.com, while if you use the action Send an email with options, an email will be send out from the flow creator.

Best regards,

Mabel

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Community Power Pla... on at

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There has got to be a way to:

Email Attachments

Include Call-to-action buttons

Include an option for recipient to add comments

Come on FLow / Azure Logic App / Azure Function hackers! Where are you!?

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Community Power Pla... on at

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In fact, I can knock out the first two already using Custom HTML.

What I don't know how to do is:

Once the person clicks a button, how can we capture an action?

Azure Function App? HTTP endpoint? Other?

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Community Power Pla... on at

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Bump

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alphaphaedrus 2 on at

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Any luck with this? I'm in the same bind - comments or attachments but not both.

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mthompson 43 on at

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@ alphaphaedrus
Yes, refer to images below. the approver views the attachments via link in get approval, once the approver approves, the approval email contains the attachments and comments for payment. I'm able to capture the approver response and update my SharePoint list with all the info we need to capture.

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