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Hello all,
I am having a really hard time here and need some guidance. I was tasked by my director to create a few different automated flows via SharePoint Lists. We have another department that has successfully done so but since they paid a third party to create these flows, they are unable to let us "copy" their flows and etc.
I need to create a flow called "send for DG approval" and I need to be able to send it to multiple approvers. I'm having a hard time explaining myself because this is so confusing to me, HA! I will attach some (edited) screenshots of our colleagues' workflow in the other department, in which we are trying to re-create.
I'll try and answer any questions as best as possible, to whoever is willing to help me!
TIA
There are quite a few different ways to achieve this, unfortunately none of them are super easy like the update that was supposed to happen to approvers for multi level approvers was going to be, but I digress.
You will need at minimum, a list for tracking the items to be approved with an approval status for over all and an approval outcome/approver for each level of approval.
I usually also create a secondary list that holds the approvers. Each item would be the level or type of approval they would be doing and a people picker field with multi allowed and each approver in that field.
For instance
First level approval item - approver people picker: bob, susan, ed.
Second level approval item - approval people picker: sam, time, bill
and so on. You will grab these approvers inside of the flow each time the flow runs and use them as variables in your approval actions.
Your flow will start with a trigger like a SharePoint item creation, it will then start the first level of approval. You can place a condition after that approval action and based on the outcome (dynamic content of the approval action) you will either fire off the second approval (if outcome is approve) on the yes side and send a rejection message on the no side of the condition:
You will repeat this as many levels as there are approvals needed.
Here is a great writeup on how to create and configure the flow:
Multilevel Approval Process with Power Automate - nBold
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