Create Multilevel Approval Flow Using Power Automate

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  • เผยแพร่เมื่อ 18 ต.ค. 2024

ความคิดเห็น • 71

  • @PatchaExploer
    @PatchaExploer 8 หลายเดือนก่อน

    very simple .. Thank you for this video...

  • @stevemcc7208
    @stevemcc7208 2 ปีที่แล้ว

    Great video. I am a power automate rookie and this is a great help. thank you! If I could ask a question - I have a Shipping Request form issue. PHASE 1: The user fills out the request for items to be shipped by the warehouse. The user receives a confirmation email that it was sent to the warehouse. PHASE 2: The warehouse completes the shipping and another confirmation email should go to the user when the form is set to "SHIPPED" I can't get the second phase email to work.

    • @LernenTech
      @LernenTech  2 ปีที่แล้ว +1

      you can reach out on our social media handle we shall help you there.

    • @stevemcc7208
      @stevemcc7208 2 ปีที่แล้ว

      ​@@LernenTech I got it finally. Not like I expected, though. when the infopath form (sadly they want to use infopath for now)is created, one email goes out, when the form is updated, the other goes...after I placed the change condition in the NO branch!

  • @kirankumar-mq2wo
    @kirankumar-mq2wo 3 ปีที่แล้ว +3

    The major problem I found is it allows only 8 levels of nesting (conditions nesting), you might think that is good enough, but I have already hit the limit twice in creating approval flows, it create a lot of problems if you check for few conditions and then have 3 levels of sequential approvals, it wont be possible to add 4th level. That is if the customer insists on next level approver getting email only after previous approver approves, other wise there are ways, please be vary of 8 levels, all I say is it is reached easily.

  • @WychfinderYT
    @WychfinderYT ปีที่แล้ว

    Thank you for this video. It was a great help.

  • @mantra.r
    @mantra.r 3 ปีที่แล้ว +1

    Thanks for the video. It was very helpful. Is there a way to make it more dynamic. I have a set of docs that need to be approved by multiple approvers at each step and the groups differ based on the document itself. Once approved by all then it needs to be routed to the next set of approvers. Can this information be pulled from an excel dynamically

  • @kratiagrawal2987
    @kratiagrawal2987 3 ปีที่แล้ว

    Thanks for the great video. I have a question, what will be the waiting time for this workflow. How long workflow will be in running stage and wait until one approves?

  • @tgriffon11
    @tgriffon11 3 ปีที่แล้ว

    Great video! I am wondering if you have a video that would explain the following.
    An item is created
    start and wait for approval from a supervisor
    the supervisor then edits the item created to include a list of names that the item needs to go to
    and then an approval is started for the names listed

  • @gunterwarhole4419
    @gunterwarhole4419 3 ปีที่แล้ว

    Does every person involved need a license/plan for this to work or only the creator of the flow? Which plan would make this work?

  • @barunroyghatak4380
    @barunroyghatak4380 3 ปีที่แล้ว

    Nice tutorial. Very nicely explained.

  • @sowmya.senthil
    @sowmya.senthil 3 ปีที่แล้ว

    Great Video. Request to make a video to copy items within the same list for "multi people picker' selections. I tried with Array and i could not get to it. It returns me only empty array. Please add a video specifically for multi people picker and copy that item within the same list.
    If you ask, i can share my flow.

  • @saivad49
    @saivad49 ปีที่แล้ว

    thank you so much for this video, i did step by step like your tutorial but why it gave me this error ?
    Flow save failed with code 'InvalidTemplate' and message 'The template validation failed: 'The inputs of template action 'Send_an_email_(V2)_4' at line '1 and column '7120' cannot reference action 'Update_item'. Action 'Update_item' must either be in 'runAfter' path or within a scope action on the 'runAfter' path of action 'Send_an_email_(V2)_4', or be a Trigger.'.'.

  • @anandabherath1009
    @anandabherath1009 3 ปีที่แล้ว

    Thank you very much. Very clear explanation.

    • @LernenTech
      @LernenTech  3 ปีที่แล้ว

      You are welcome!

  • @soumyadeepmondal6130
    @soumyadeepmondal6130 2 ปีที่แล้ว

    Thank you for this video. Got useful information..
    I have a question though which is related to migrating SharePoint designer flows to power automate.. I hope you can help with that as well.
    The thing is I want to change some existing designer work flow into power automate.
    Now the designer work flow has multiple stages in it. And what happens is if stage 1 isn't clear it won't move to stage 2 and it will again repeat stage 1 after sometime..
    So, I'm confused as to how to tell automate to move back to the same flow if rejected..
    So any way to replicate this thing in power automate?

  • @tamilnesan4749
    @tamilnesan4749 4 ปีที่แล้ว +1

    Thanks for the video. Have learned something new today.

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว

      Glad to hear it!

  • @ruchiramote4298
    @ruchiramote4298 3 ปีที่แล้ว

    I am unable to see approval status option in update item? I have been exact same procedure which has been told in the video.Reach out soon!!

  • @jaggyjut
    @jaggyjut 2 ปีที่แล้ว

    how to add a 3rd response option need more info and use it in the flow?

  • @alvatrofox
    @alvatrofox 3 ปีที่แล้ว

    Excelent example.

    • @LernenTech
      @LernenTech  3 ปีที่แล้ว

      Glad you liked it

  • @sebastianschick1989
    @sebastianschick1989 3 ปีที่แล้ว

    very helpful - Thanks a lot

    • @LernenTech
      @LernenTech  3 ปีที่แล้ว

      Glad it was helpful!

  • @HazelChikara
    @HazelChikara 3 ปีที่แล้ว +3

    How can you make a dynamic level with dynamic approver per approval?

  • @brazucahaze1959
    @brazucahaze1959 3 ปีที่แล้ว

    Thank you so much!!!! I have a question: It´s possible make for teams? the approvals? stage 1, stage 2 etc....

    • @LernenTech
      @LernenTech  3 ปีที่แล้ว +1

      There is new approval app in teams check out the latest video in channel

    • @brazucahaze1959
      @brazucahaze1959 3 ปีที่แล้ว

      @@LernenTech Allright! Thanks for the quick return.

  • @umeshgaur9940
    @umeshgaur9940 4 ปีที่แล้ว

    thanks for the videos, i am following your video from couple of months and your videos are step by step and easy to develop..can you please create a videos to have multiple conditions..I have created by using nested conditions and parallel conditions but they look messy if i have more than 5 conditions..is there any other easy way ?

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว

      provide more detail on lernentech@gmail.com

  • @revathiemohonasundaram9387
    @revathiemohonasundaram9387 4 ปีที่แล้ว

    Good video.. I need a way like if item is created by team member then it should automatically go to managers approval..anyway to achieve it

  • @abkahvegi
    @abkahvegi 4 ปีที่แล้ว

    Thank you very much for the guidance video. I have a question though. How do I make the same steps for different portions of the word document to be edited and approved by certain sections ... So I have a document, I want it first edited by section 1 --> approved ---> then it goes to section 2 for editing of their part (which is dependent on section 1) --> approved --> then it goes to section 3 ... Etc ... Could you please guide me...

  • @siamaksiamak5583
    @siamaksiamak5583 3 ปีที่แล้ว

    Hi very nice video , can you please show the reminder part , ie delay connector and send email thanks

  • @braj1324
    @braj1324 4 ปีที่แล้ว

    Good video

  • @darrenjcl
    @darrenjcl 4 ปีที่แล้ว

    Is there a way to set different approval criteria? for example purchase price of above $1000 requires extra approval

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว

      Yes you can...gonna create a video on this as well soon

    • @darrenjcl
      @darrenjcl 4 ปีที่แล้ว

      Lernen Tech on the share point “update an item” , I did not see “approval status”. Do you know why?

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว

      @@darrenjcl is your trigger point set to update item ?

    • @snsmz
      @snsmz 3 ปีที่แล้ว

      @@LernenTech Is this up?

  • @dhanugedela2688
    @dhanugedela2688 4 ปีที่แล้ว

    Hi Thanks for your efforts, Is there any way to re submit the form when the Approver send back for modification, if there are multiple Approvers are existed? can you Please help me.

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว +1

      that is up to you you can add that step

    • @dhanugedela2688
      @dhanugedela2688 4 ปีที่แล้ว

      @@LernenTech I am trying to add more action le here but my flow will give an error like nested actions limitations

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว

      @@dhanugedela2688 if you have any specific requirement please drop mail at lernentech@gmail.com.

  • @dankulina3232
    @dankulina3232 2 ปีที่แล้ว

    I created the flow just as you demonstrated. My problem is when the first approver says approved the status is always disapproved with either choice. I am not sure why can anyone help? My outcome says approve but it always disapproves it in my list and stops the flow.

    • @LernenTech
      @LernenTech  2 ปีที่แล้ว

      please check your update item step properly

  • @abiramankannan
    @abiramankannan 4 ปีที่แล้ว +1

    can we get the status of all approvals in all stages in an excel format from sharepoint?

  • @silviusfernandes4097
    @silviusfernandes4097 2 ปีที่แล้ว

    Hello, I've created several approvals flow and I want to add a row to the excel sheet with all the approval data and the current status, regardless of the result or answer.
    Please could you assist

    • @LernenTech
      @LernenTech  2 ปีที่แล้ว

      You can use excel connector in every step

  • @olanetsoft
    @olanetsoft 3 ปีที่แล้ว

    How did you pre-fill the Approval status value column with stage 1, stage 2, reject, and approved? please i am a bit confused.

    • @LernenTech
      @LernenTech  3 ปีที่แล้ว +1

      Create a column in your list.

    • @olanetsoft
      @olanetsoft 3 ปีที่แล้ว

      @@LernenTech Thank you

  • @shivanigarg5557
    @shivanigarg5557 4 ปีที่แล้ว

    Hey.....Can make video on returning success/failure response to power apps after completion of each step?

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว +1

      For further questions and queries mail us to lernentech@gmail.com or drop a message to our Facebook page - facebook.com/Lernentech/ or do a Whatsapp message on - +91 9557196693

  • @obuliraj4691
    @obuliraj4691 4 ปีที่แล้ว

    Hi Bro, Thanks for posting this video. I can't get the option that approve directly from mail. Its always take me to website. How can I get that?

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว +1

      use send email with option stlep

    • @obuliraj4691
      @obuliraj4691 4 ปีที่แล้ว

      @@LernenTech thank you

  • @siamaksiamak5583
    @siamaksiamak5583 3 ปีที่แล้ว

    HI thanks for Video , does anybody know how to add an attachment in the email?

    • @LernenTech
      @LernenTech  3 ปีที่แล้ว

      there is video on channel about this

  • @manoj1400
    @manoj1400 11 หลายเดือนก่อน

    How to stop the infinite trigger loop

  • @sai6853
    @sai6853 3 ปีที่แล้ว

    can we integrate this to a website

  • @TheMKTube
    @TheMKTube 4 ปีที่แล้ว

    How about if the approver is on vacation in Stage 1? Am I able to request for approval within stage 1 to more than one person? So one of the two managers can approve? Who ever approves first.. how can this be accomplished?

    • @LernenTech
      @LernenTech  4 ปีที่แล้ว

      For further queries do WhatsApp message on --> +91 9557196693

  • @twintravel0503
    @twintravel0503 3 ปีที่แล้ว

    May I drop the question here ? Can you please advise as below.
    I need to create flow as 3 choice for user to be use in Sharepoint and when the user choose one of three, It will go through to each email that setting as below.
    1. Thailand ---> aaa@hotmail.com
    2. Vietnam ---> bbb@hotmail.com
    3. Myanmar ---> ccc@hotmail.com

  • @bouseuxlatache4140
    @bouseuxlatache4140 3 ปีที่แล้ว

    there should be other types of icons to like videos. a thumb up is not enough. thank you.