Creating an excel template to send for approval

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Posted on by GL3

Hi
Im new to Power automate and was wondering if an idea I have is possible as I can’t find a template.

I want to create a journal template in excel that you could press a button on the sheet when complete and it would send an email to a manager for approval.
The manager would have to be able to

see all the data which could be up to approx 50 rows - if ok they would say approved and it would email back the initial requested and also add a line to with date time user stamp.

My queries are

1. Would the journal request form

have to be formatted as a table?

2. How would I make the button on the form

link to the flow?

3. If it is not able to send the approval as an attachment can the table be formatted in the email to be easily readable when containing multiple rows?

4. Can I create the excel template so that other team members can use it?

Thanks

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Business Process Flows

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v-JessicaG-msft on at

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Re: Creating an excel template to send for approval

Hi @GL3 ,

Do you want to send the excel file content to your manager for approval and add a row with date time in the excel if it is approved?

I did a simple test for your reference, I used the "When a file is created" trigger in flow. When an excel file is uploaded in OneDrive, the excel file is sent to the manager and the "Condition" action is used to determine if the manager approves it. If it is approved, a table is created in excel and a row is added to store the date and time values.

I have test for your reference, please try the following workaround:

Best Regards,

Jessica Gu