Creating an Approval Flow in Power Automate.
This guide provides a detailed walkthrough of setting up approval flows in Microsoft Power Automate, a powerful tool for automating workflows. The process is surprisingly simple, yet highly effective .
Step 1: Creating a New Flow
Begin by clicking "My flows" on the left-hand side and selecting "New flow" . For this tutorial, we'll use an "Instant flow," but you can also schedule or automate it . It's recommended to switch to the classic view for easier navigation .
Step 2: Selecting the Trigger
Choose a manual trigger (a button click in this example) . This initiates the approval process.
Step 3: Adding the Approval Action
Search for "Approve" to find the approval options . The most common choice is "Start and wait for an approval" , which allows you to create the approval and gather responses.
Step 4: Configuring Approval Settings
Approval Type: Select "Approve/Reject, first to respond" for sending the request to multiple approvers, where only one needs to approve . Other options include custom responses and sequential approvals.
Title: Enter a descriptive title for the approval request .
Email Addresses: Add the email addresses of the approvers .
Details: Provide relevant details for the approvers. You can use dynamic content from other steps in your flow , .
Attachments: Optionally attach relevant files .
Advanced Options: Enable notifications and reassignment as needed .
Step 5: Adding a Condition
Use a "Condition" control to determine actions based on the approval outcome (approved or rejected) . Check if the approvalOutcome is equal to "Approve" (case-sensitive) . Perform different actions based on the outcome (e.g., send an email, update a SharePoint list) , .
Step 6: Testing the Flow
Save and test your flow . You'll receive an approval request in your email and Microsoft Teams . Approve or reject the request to see the flow's response . Debug any errors .
Step 7: Review and Refinement
Review the entire process , , , and make adjustments as needed. Remember that the "Approve" outcome is case-sensitive .
This comprehensive guide helps you create efficient and effective approval flows within Microsoft Power Automate. Remember to explore the advanced options and dynamic content features for even greater customization.
For more essential tips and tricks on Microsoft 365 applications, be sure to check out That Office Guy’s YouTube Channel.
