Approvals SharePoint Flow with a custom status column

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  • เผยแพร่เมื่อ 18 ธ.ค. 2024

ความคิดเห็น • 30

  • @carmelnole
    @carmelnole 4 ปีที่แล้ว +1

    This is a terrific tutorial. I find that when you copy the file to another folder that even when changing the name it seems to retain the approval status. A file approved in /January will retain "Approved" when copied to /February even with a new name. Although I assume there is a way to fix this or get around it I have yet to find it. Thanks for sharing the terrific video.

    •  4 ปีที่แล้ว

      carmelnole yes, the approval status is a property of the SharePoint file object. Thus when you copy the object the properties and property values (such as approval status) comes along in the copy.
      To avoid that you would have to write another flow or workflow.

  • @ForeverYoungCR7
    @ForeverYoungCR7 4 ปีที่แล้ว +1

    Thanks for your sharing!
    There is another option in the Approval, that's "Reassign", how can I set this Reassign to allow the initial approver to forward the new item to another guy to approve? Would you pls share another video to demo us how to do this?
    Thanks in advance!

    •  4 ปีที่แล้ว

      Thank you - I will certainly put that on my list of video ideas!

  • @marcoanacleto5003
    @marcoanacleto5003 5 ปีที่แล้ว

    Hi Peter, first of all thanks for this useful video. I´d like to ask you help because i have used the "Send email" option inside MS Flow, and in the body of the email i use an amount that comes from a list that i created in the sharepoint. The issue in this way is that the amount comes without the correct format (currency). Please, how to format this amount into a currency format??? Thanks again!.

  • @triumph5ta
    @triumph5ta 3 ปีที่แล้ว +1

    Thanks very much this worked well for my needs.

    • @kalmstrom
      @kalmstrom  3 ปีที่แล้ว

      Glad you found it useful!

  • @faizyusoff8451
    @faizyusoff8451 4 ปีที่แล้ว +1

    Hi Sir, im quite confused with SelectedOption in Send emailScope... as i try to search for it, i cannot found that one.. Perhaps i can get the explanation on this one.. Kindly need your advice on this please...

    •  4 ปีที่แล้ว

      SelectedOption is the outcome of the approval process.

    • @faizyusoff8451
      @faizyusoff8451 4 ปีที่แล้ว

      @ is it you create it by yourself or it is already there? can you explain more on this sir, please?

    • @faizyusoff8451
      @faizyusoff8451 4 ปีที่แล้ว +1

      @ Hi Sir, it's working!!! thanks a lot!! :)

    •  4 ปีที่แล้ว

      @@faizyusoff8451
      I am very glad you worked it out (y)

  • @njunukkupani
    @njunukkupani 3 ปีที่แล้ว

    Hi, is there any provision to rename column header ' Approver Comments '?

  • @Annalise01xxoo
    @Annalise01xxoo 3 ปีที่แล้ว

    Hi! I am unable to update the item. You are unable to put in the name of the folder as the List Name..

    • @kalmstrom
      @kalmstrom  3 ปีที่แล้ว

      Regretfully I am not able to give a suggestion as to what might be wrong based on your description.

  • @noorsw025
    @noorsw025 5 ปีที่แล้ว +1

    How do you do show in the column who approved the document?

    •  5 ปีที่แล้ว

      Add another column with that information to the list.

  • @PreetiPatki
    @PreetiPatki 5 ปีที่แล้ว +1

    What happens at the update item if the list has few required
    columns

    • @kalmstrom
      @kalmstrom  5 ปีที่แล้ว +1

      The Flow needs to fill those required columns, otherwise the update action and the flow will fail.

  • @areebahi
    @areebahi 4 ปีที่แล้ว

    if we say only specific users can approve, others cannot approve.. so how we are gonna add this criteria on it.

    • @kalmstrom
      @kalmstrom  4 ปีที่แล้ว

      In this type of approval flow you designate the approver by setting the email recipient.

  • @waleedherzallah3145
    @waleedherzallah3145 5 ปีที่แล้ว

    Hi Sir, When the staff request the leave application through Sharepoint and I want the Team Leader approve (by email notification or the team leader approach the Sharepoint) then the request go for microsoft flow!! is this applicable?

  • @metalsnake00
    @metalsnake00 4 ปีที่แล้ว +1

    what about if you have to make new approval, if the doc is modified and you need to approved again?

    •  4 ปีที่แล้ว

      I would suggest adding a column for that. Something like a yes/no column that defaults to No and has the caption Needs Re-approval. Then you would check for that value in your Flow.

    • @kalmstrom
      @kalmstrom  3 ปีที่แล้ว

      @MirS Gonzo
      Glad you found it useful!

  • @RyuzakiF
    @RyuzakiF 5 ปีที่แล้ว

    I'm having a REALLY hard time trying to make a flow that ask for approves JUST when someone adds a news sites to the site pages. I tried making an option column and use a condition whether that column uses the option "news" goes to the aprroval proces and if it's not gets auto aprroved but the condition always goes false no matter what i do. Making me crazy right now. I have aprrove mode on from versioning is that making the error? do i have to make a custom aprrove proces like you did?

    • @kalmstrom
      @kalmstrom  5 ปีที่แล้ว

      We would be delighted to consult to get it to work as you wish. A custom approval is no doubt simpler.

  • @sangbuithanh3401
    @sangbuithanh3401 2 ปีที่แล้ว

    Thanks man.

    •  2 ปีที่แล้ว

      Glad you liked it!

  • @jackie8675
    @jackie8675 3 ปีที่แล้ว +1

    Awesome!