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Automating Approval Process based on Date

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Posted on by JordyVincent

Hello

I have a SharePoint list tracking policies and procedures. I need to create a flow that sends an Approval request to a specific email based on a date.

The date column is FutureReviewDate (time/date column). The Approval request needs to be sent once FutureReviewDate becomes today's date or earlier (i.e. future review is now in past). FutureReviewDate is set to UTC.

The request needs to be sent to the email associated with the person in column 'Approved By' (person or groups column).

The outcome of the flow needs to be that once 'FutureReviewDate' is reached or passed an Approval Request is automatically sent to the approver from the 'Approved By' column.

Is this possible? If so can someone please outline the flow steps needed to create this. I have tried using ChatGPT to generate the flow but to no avail.

Many thanks.

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Building flows

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Unknown geen idee 1,757 on at

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Re: Automating Approval Process based on Date

Dear J,

Suggest that you review the Templates section for a flow which kinda fits what you need ... and then work from that onwards. Search for Sharepoint + Approval + email or something like that.
Once you have done that and are somewhat in the right direction and you need specific input on actions/expression, you will likely see that the forum will be more responsive.

Happy flowing,
Koen

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JordyVincent 4 on at

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Re: Automating Approval Process based on Date

Thanks Koen

I have changed my parameters to initiate an approval request based on column Review Status showing DUE. However I am getting error messages.

The flow so far looks like this

One of the error messages returned is: The execution of template action 'Condition' failed: The result of the evaluation of 'if' action expression '@items('Foreach')?['Review_x0020_Status']' is not a valid. It is of type 'String' but a boolean value is expected.

I feel like I am going round in circles!

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