Hi Reza, The Sequential Approval New feature it's still not their early release environment too. I selected the region as Europe and also make the environment type as Sandbox. Please help me out.
What's most impressive in your posts (and differs from the others) is your ability to create cases (real ones like Dynamic Expense Approvers) and not just show the feature! Congrats again, you're number 1.
@@Syed.FarhanRaza I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
Great video tutorial! I really appreciate all the content you share. I have a quick question: at 4:54 in your video, you demonstrate how to save a PDF showing the approval details. Do you know if, as the requester, we can attach this PDF directly to the list item to keep it as evidence? Thank you again Reza!
@ 4:34 actually, on teams app, there is a button to save as PDF. I’d like to know if I can save this document as a evidence linked to the list item (source of the approval process)
This new feature would definitely add another dimension to Approval while the ultimate would be a true State machine. Great video and excellent presentation as usual. I did create a new environment in the US region to test it and it worked perfectly. Hopefully, it will get to Europe tenants soon enough. Thanks for sharing
Hi Reza, thank you for great video as always, I am trying to add reminder email for sequential approval. how do I do that ? In previous video that you created, you can add parallel branch under the start approval and next to wait for approval. thank you !
@@RezaDorrani Hi Reza! Can you show how can we do this please? Don't think this information/ tutorial is available (sending reminder emails from approval type: sequential in power automate). Thank you for your helpful videos!!
@nurazimahmahmud2700 I don't have a specific video on that but I did a video on reminders in which I show querying approvals tables. You would need to check that. I currently don't have any plans for a future video on this topic.
This is exactly what we were waiting for, thanks for the great video. Is there any way to set an existing environment to "early" release cycle? (in the environment edit form only the refresh cadence seems to be changeable)
Another superb video! Pairing these real world and useful examples with you step by step explanations of your methodology is refreshing. I request to know, is there a way to have the sequential approvals continue through the entire chain of approvers and only have the last (highest approval level) be the determining factor for approved/rejected? In other words, treat all previous responses as recommendations for approval/rejection but still have the request go through the entire chain of approvers?
Glad to hear that! Sequential approvers does not allow the option mentioned. You could build a single approval type pattern and assign approvals in sequence and define whose decision is final. Something like ua-cam.com/video/gb_FUeRjgg4/v-deo.htmlsi=YwCH2tx9E1FdAb16
Thank you for your instruction. Is it possible to show approval progress in Power Apps (SharePoint) before approval process completion ? If there is no such function, I think we need to use conventional approval method and update SharePoint every approver response.
@@RezaDorrani Noted. Sequential approval is great method for Power Automate creater to simplify the flow. However, it is not user friendly, because user cannot see the approval progress in Power Apps until process is completed. For example, if approval status has been pending approval for a long time, a user wants to know who does not approve yet in Power Apps. I hope Microsoft will implement the function to get approval progress in SharePoint/PowerApps in sequential approval method. Until then, I will use conventional method which is makes the flow complicated.
Great video! Thank you! Do you know of a way to add an attachment to the approvals? Attachments are supported in the other approval options, but I can not see a way/option to add them on this new Sequential type
Hi, Excellent Content, Is there any option of First 2 people to Approve option in this sequential flow or anyway to achieve it ?So that in a group we don't want everyone to approve.
To create reminder emails, you would need to query Dataverse tables to get the details. Briefly shared here ua-cam.com/video/ZupQ0AbDl0I/v-deo.htmlsi=nYcLbNtNdG7qCSuE
Thanks Renza 🙏🙏🙏 If I were to send multiple options example, multiple options for a task to do to choose which date and time option can be accepted by the subject?
Hello, Reza! Great! But how can I get data on all approvers that are listed in the Sequential Approvals module such as who approved, approval date, approval status?
Hi reza , this option from power automate is intresting , so she allows as to create a sequensel approvals in one action approvals , but only thing we can't do , is adding a time line for the approvals in shapoint colomn after every approver response , the thing that we can do easly in separate approvals action
Hi Raza, Thank you for sharing you knowldge. I really appriciate your presenation . you are helping many people. God Bless you. Is it possible to creat Undo button in power app to recover delete item from sharepoint recycle bin ?Thank you
Most welcome and thanks for the good wishes. I am not aware of any option to undo from recycle bin in power apps. I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
Hi Reza, nice video showing this upgrade. However, there's something annoying with teams notifications. In a chain of 3 levels, if first approver rejects, all superior levels receive a notification for that rejection, as the final status of the approval request. In the same way, when the last approver approves or rejects, the previous approvers get another notification of the final status. That is something that I want to send only to the requestor. Is there any admin configuration on notifications? If I turn them off from the action y power automate, they don't receive any notifications, even when it is their turn to approve.
Hi Reza...the video is helpful. However im stuck in creating lookup part as well as data operation part. Under the Data operation, i cant seem to find the 'body/value'
Have not experienced the mentioned issue, hence not sure. You can try downloading the solution shown in video (members only - check videos description for details)
Thank you Reza for an another wonderful presentation. I learned Power automate following your videos, Thank you so much. I have prepared the Sequential approval flow with 3 approvers for the review as per this sequence Derick (1), Joseph(2), Mark(3). I need to submit another review request immediately after the above flow with different set of approvers, at least one of the approver names need to change. Whether I can proceed with Sequential flow. If yes please guide the way forward. If needed more details I will share via LinkedIn. This is in Same Region.
@@sanilschithambaran7268 I don't think I'm understanding. May be try posting your query on forums in case someone has done something similar to what you are trying powerusers.microsoft.com/
I have prepared the Sequential approval flow with 3 approvers for the review as per this sequence Derick (1), Joseph(2), Mark(3). I need to submit another review request immediately after the above flow with different set of approvers, at least one of the approver names need to change. When I did that first flow got impacted and new flow initiated with updated approvers name. Hope I explained well. If needed more details I will share via LinkedIn.
In the "assigned to" section you mentioned you can assigned to email, security or M365 Groups - Is it possible to assign it to the owner of the file within SharePoint i.e. take the meta data of a file (i.e. Owner) and send over an approval instead of having to manually input the email?
Thank you for the video. I have few questions. 1. What if the approver is not specified? Each time I add a list, the number of approvers changes. maybe 1~5 approver. 2. Additionally, I would like to use it in combination with sequential and normal approve flow. Likewise, it can be 0 approvers or 5 approvers.(I tried this, but something error pop up "failed: Save Conflict")
I'm not sure what causes the error you're describing. I will recommend checking or posting your query on forums in case someone has done something similar community.powerplatform.com/
Hi Reza, thx so much for this video ! I am waiting for this feature since 1yr. In France we can't see/select Sequential Approval, do you know if the feature is on the process to be GA ?
You are always magnificent. Thank you Reza. I have two question. 1. Is there any bugs where sequential approvals didnt show notification at ms teams notif? It shows in approval apps but you have to open it. It's not shown in notif (red circled number). 2. What if the approval is in the same cost center, but you want additional layer IF the cost is over budget? Thank you Reza!
I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
Use galleries to filter for each step, get the forms and allow the approvers to edit. each approver should have a section and the section should be allowed access based on the approvers' email.
Hello Reza, many thanks in advance! What actions would I start with if I wanted to make it a manual trigger instead of automatic trigger, i.e. a user would trigger the flow when a list item is ready to route? I started with "Manually trigger a flow", then "Get Items", then picked up where you had "Start and wait for approval". Am I on the right track?
@@RezaDorrani Thank you for the quick feedback. You're the best. I love your videos they have helped me so much. I actually have watched that one. :) Thank you again!
I'm excited about this, but I don't seem to have the fifth option in Power Automate so I can't do it. Is this because it hasn't been rolled out in Canada, or is there something else that needs to be set up?
Hi Reza, this is a great solution! Thanks for sharing. I managed to get it working for a similar process where I needed the ability to add parallel approvers in the first step and sequential approvers for the subsequent steps. In my testing though, using the Sequential approval type option, only approvers in step 1 receive a notification via Teams. I cannot figure out how to make the second/third/etc. step approvers receive a notification in Teams. Have you experienced this? Any ideas?
@@RezaDorrani Interesting. I have created a test workflow with just a manual trigger into a sequential approval and consistently experience only the first step approver receiving a notification in Teams. May be a bug?
Hello Reza, is it possible to pull attachments from a SharePoint list and display them in a sequential approval process where the approver can view the attachments directly without having to download them to their computer?
Thank you for the useful content. Sequential approval 1. Or 2. 3 in case of validating rejection. Is the confirmation going to the validator? How can we resolve this.
Hi Reza, thanks a lot for the tutorial. It helped me to create a dynamic sequentials approval successfully. Btw, could you advice if i'd like to use the flow to be used by my other colleagues to send an approval, how should i manage it? Currently, whoever add the data to the spo, will send the approval requested by me. What I need is whoever request for the approval, the requested name is appear the person itself but using the same flow that I created. Appreciate your guidance on it!
@@RezaDorrani thanks for the respond! Service account means creating the flow under organization's environment? Is it any way if the flow can still using mine?
@@RezaDorrani sorry if I may ask again. I've tried to add the attachment flow into this sequential approvals. The flow was running for the approval, However, it kept failed to attached the file. Any advise?
Hi Reza, do you know if it is possible to update the sharepoint record after each approval step in the sequence? I would like to update the status of the record after each approval step e.g. Waiting for Approver 1, Waiting for Approver 2 etc.
Hi Reza thanks for this. I would like to store the approver names in each step in the share point list with the approval status. Is it possible ? Also how do we trigger the same approval steps everyday till it is approved. We have to give the flexibility of approving the flow from mail and not through the power automate console by giving the link to the approval. When the approval is triggered it goes to the mail. But if I would like to send the same approval triggered mail with an approve reject option each day till the approval is fulfilled is there a way ?
Hi Reza, I have a doubt. have a SharePoint list connected to a power app and power automate flow for users to get approvals. In my list, I have the following fields Requester, Name, Requested Date, Request Type (Where there are multiple choices), Value, Status, Approvers, Assigned To , Approval History. These are the main columns required for this action. In my flow, I have a switch condition for Request Type. And another if condition for value. If Value is less than 500 - it should go to person A and person B. If value is between 500-1000 - it should go to person C and person B. If Value is above 1000- it should go to person A, B, C, D. All of these should go sequentially. For eg, if user enters a request for value less than 500. The status should show Pending Approval (Which it already does). Approvers Column should have the Person A and Person B Data(Names or profile pic). Assigned To column should have Person A first. Once Person A approves, Assigned To column should have Person B Name.
I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
Hello Reza, you mentioned in the video that each step can include multiple approvers. I have a use-case where all the approvers in each step must approve before it proceeds to next step level. Does the Sequential Approvals able to achieve this objective? Thank you.
Not an option with sequential approval. You could use technique shown in this video and use approval type as everyone must approve - ua-cam.com/video/gb_FUeRjgg4/v-deo.htmlsi=l65_PXAswRmODCMy
Hi, how can I attach files to approval emails for sequential approvers? I have already retrieved the file name and contents from the MS Form, but I don’t see an option to attach files in the sequential approval type, even though it’s available in other approval types.
Thats bcoz the flow is running under your account. Flow users context will be there in approval action. Better to use a service account to run the flow.
Thanks @@RezaDorrani. I will try and switch. But currently even the requestor's name doesn't appear in the approval's sequence even though i have changed it in the approval connector dynamically to "created by email"
@@RezaDorrani 1 more thing. The approval connector automatically entered the "for each 1" ring. And now loops the approval from approver 1 to approver 2 to 1 to 2 again. Removing "for each 1" fixes it but seem not permanent. Any recommended solution?
I have followed this tutorial exactly and am finding that my flow is hanging at the start and wait for approval stage. It is not sending out the approval email. Please help. The loop just keeps spinning at that point.
I have not experienced the mentioned issue and hence not sure what is the cause for it. I will recommend posting your issue with screenshots on the forums at powerusers.microsoft.com in case someone has experienced something similar.
Hi Reza, thanks for your tutorial! Quick question: After 'Update Item' for approvals and denials, I want to send an email back to the requester. For approvals, I plan to say: "Your request 'project name' has been approved by 'Person A', 'B', C', and 'D', I can list all names since order doesn’t matter. But for denials, how do I specify which person denied it? How can I set up the email to indicate who denied the request during the process? Thanks
@RezaDorrani addition or deletion in that particular group will modify existing SharePoint list that contains group members info or notify to admin to change the list
Question, is there an easy way for a scenario where if the first approver picked by the user is the hard coded final approver that it automatically completes the final approval as well? Sorry if that is confusing.
If approvers in order are same then action errors. So approvers have to be unique. Better option would be to frame the approval chain dynamically. If approver is already in list then dont add them.
I started to have some issues with more than one approver (1st approvers), they could both accept it and the flow didn't get to the 2nd approvers. Any tips in how to avoid that, Reza?
Is it possible to add attachments in Approval Section? I have watched your other video of Multi-Step Approval with attachments but that one doesn't have all Approvers in a single pane. But in Sequential Approval Process, I couldn't find the attachment section to add varAttachments. Please help.
I have an approval flow. I have manually set it up to send an email to the approver. However, it also automatically sends a Teams notification though the Approvals feature on Teams. To avoid confusion, I don't want the Teams notification to be sent. Is ther any way to do it.
Not sure what the confusion is? Teams approval notification and email notification, both point to same approval task. It gives users multiple mediums from where they can respond to the approval action. There will also be a notification sent on power automate mobile app to approver. I don’t think there is an option to only send notification to a particular medium.
For that you would probably need to update the approval Dataverse tables directly. It would require a connection to Dataverse + premium licensing for all your app users.
If you add a group email, why does it only pick one response? Is there no way all of the people in the group have to approve before the flow goes to the next approver?
As mentioned in video, each step is a single approval. If you give group email, first person to respond from group, that is the decision for that step.
Hi Reza. Thank you for this. But I am experiencing some issues - The Approval Status column is not updating to Approved. Remains Pending. Any way to go past this issue?
Video description has link to download entire solution (members only - check description for details) I would suggest giving that a try. As for the issue mentioned, I have not experienced it and hence not sure what the cause for it could be. I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com
Hi Reza. I shared the flow with other users, but it displays my name as the creator when they run it. Is there a way to show the requesters name instead of mine (creator) whenever they run the flow?
Hi Reza, I have a query regarding Power automate desktop flow. We have 3 unattended BOT licenses. Can we assign all 3 license to one power automate desktop flow and run in same VM?
Hi Reza, If the first approver rejects, notification still goes to second approver. Can this be stopped so that the second person should not get unnecessary notifications.
@@RezaDorrani I was just testing it with my colleague a few moments back and after my rejection he was also getting teams notification of my rejection.
I have a question. When I select Start and wait for an approval, I can not see Sequential Approval on Approval Type field Is it because my account is not updated, or is that function not available in my country ( vietnam)? Looking forward to hearing from you.
thank you for your video, i'm struggling for a features that i cannot find somewhere a olution. the following. an approval flow that keep in consideration someone presence or absence, let's assume that 1 person is absente (maybe from out of office reply ) and then flows skip ti a backup person. i'm sure you already have a pathway to get that solved 😁😁. thanks again
@@RezaDorrani Hi Reza, it looks like there's no field for 'Attachments' in the Sequential Approval just yet, hopefully they'll add that setting when it's available officially
@@italomagnossao2965 Its in preview. Hopefully coming soon. I have done a video on a multi-step approval pattern which is similar to sequential approvals.
Fantastic Reza, I wish I could become 5% of you 😅. BTW Instead of creating "order" column in approver list, why don't we create column like for Microsoft there are two approvers: Manager1, Manager2. ? I am trying but failing. So, by doing this we can easily edit the list in grid view for future changes in approver's name.
I have not come experienced this and hence not sure what is the cause for your issue. I recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
This is a single action, so not possible out of the box. You could use the technique shown here ua-cam.com/video/gb_FUeRjgg4/v-deo.htmlsi=wHc3a5JnoqaH2-Jx
Hi, Reza I faced one error in power apps. When i insert the purchase header and purchase invoice lines into business central and when i update any purchase line first time in power apps it blank the purchase order line item unit cost and amount including vat field value and when i update same lines second time it works properly. Please can you help me to resolve this issue.
I do not have a video reference on this scenario and would have to try it out to provide guidance. I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
📝Currently available in early release environments for US Region
Try learn.microsoft.com/en-us/power-platform/admin/early-release
Hi Reza,
The Sequential Approval New feature it's still not their early release environment too.
I selected the region as Europe and also make the environment type as Sandbox.
Please help me out.
@@AniketPachore-ky8oo Try US region
How long do these things typically wait in Early Release? Because it's the exact feature I've been looking for.
@@tzisorey Typically a month or two, but depends on the feature
What's most impressive in your posts (and differs from the others) is your ability to create cases (real ones like Dynamic Expense Approvers) and not just show the feature! Congrats again, you're number 1.
Thanks so much.
It’s all about showcasing a feature with a use case.
@@RezaDorrani can you also demonstrate same scenario using dataverse table(s) rather sharepoint list?
@@Syed.FarhanRaza I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
You make it look so easy. Thanks Reza
I need this so much in the Brazilian tenant , thanks Reza your videos are gold.
Hopefully soon.
Great video tutorial! I really appreciate all the content you share. I have a quick question: at 4:54 in your video, you demonstrate how to save a PDF showing the approval details. Do you know if, as the requester, we can attach this PDF directly to the list item to keep it as evidence? Thank you again Reza!
Thanks!
I don't see any pdf at 4:54
@ 4:34 actually, on teams app, there is a button to save as PDF. I’d like to know if I can save this document as a evidence linked to the list item (source of the approval process)
@patriklemos420 That is a teams specific feature only. No api available for that at the moment that I am aware of.
This new feature would definitely add another dimension to Approval while the ultimate would be a true State machine. Great video and excellent presentation as usual. I did create a new environment in the US region to test it and it worked perfectly. Hopefully, it will get to Europe tenants soon enough. Thanks for sharing
You’re most welcome and glad to hear you were able to test this out
Hi Reza, thank you for great video as always, I am trying to add reminder email for sequential approval. how do I do that ? In previous video that you created, you can add parallel branch under the start approval and next to wait for approval. thank you !
For this, you would need to query the Dataverse approval based Tables to get the info in a parallel branch and accordingly send reminders.
@@RezaDorrani Hi Reza! Can you show how can we do this please? Don't think this information/ tutorial is available (sending reminder emails from approval type: sequential in power automate). Thank you for your helpful videos!!
@nurazimahmahmud2700 I don't have a specific video on that but I did a video on reminders in which I show querying approvals tables. You would need to check that. I currently don't have any plans for a future video on this topic.
This is exactly what we were waiting for, thanks for the great video. Is there any way to set an existing environment to "early" release cycle? (in the environment edit form only the refresh cadence seems to be changeable)
I don't believe there is currently an option to set existing environments to early release
Excellent Video as always from Reza.
I have a question. Is there a way to see at which approval step the flow is waiting for?
Thanks so much!
To get details of where flow is waiting, you would need to query Approvals Tables in Dataverse
@@RezaDorraniHow can we do? Can you please explain?
@@mukhayyarmohammed5874 I would have to try that out to know the steps. I dont have a video reference on it.
Another superb video! Pairing these real world and useful examples with you step by step explanations of your methodology is refreshing.
I request to know, is there a way to have the sequential approvals continue through the entire chain of approvers and only have the last (highest approval level) be the determining factor for approved/rejected? In other words, treat all previous responses as recommendations for approval/rejection but still have the request go through the entire chain of approvers?
Glad to hear that!
Sequential approvers does not allow the option mentioned. You could build a single approval type pattern and assign approvals in sequence and define whose decision is final.
Something like ua-cam.com/video/gb_FUeRjgg4/v-deo.htmlsi=YwCH2tx9E1FdAb16
Thank you for your instruction. Is it possible to show approval progress in Power Apps (SharePoint) before approval process completion ? If there is no such function, I think we need to use conventional approval method and update SharePoint every approver response.
Conventional method is the option
@@RezaDorrani Noted. Sequential approval is great method for Power Automate creater to simplify the flow. However, it is not user friendly, because user cannot see the approval progress in Power Apps until process is completed. For example, if approval status has been pending approval for a long time, a user wants to know who does not approve yet in Power Apps. I hope Microsoft will implement the function to get approval progress in SharePoint/PowerApps in sequential approval method. Until then, I will use conventional method which is makes the flow complicated.
Great video! Thank you! Do you know of a way to add an attachment to the approvals? Attachments are supported in the other approval options, but I can not see a way/option to add them on this new Sequential type
I dont think attachments is currently supported. This feature is in preview for now.
@@RezaDorrani Thanks for the reply. Hopefully that gets added before it comes out of preview
Thanks for the Video,Is it possible to take the digital Signature by each Approver.Thanks
Possible but its not an out of the box feature with approvals. There are integrations available with adobe and docusign for that.
This is so cool! Do you know if it's possible to use this with a powerapps form?
Power apps can call a flow
Hi, Excellent Content, Is there any option of First 2 people to Approve option in this sequential flow or anyway to achieve it ?So that in a group we don't want everyone to approve.
Sequential has a set pattern. I have done many more videos on approvals covering various scenarios. I'll recommend checking my playlist on approvals
Awsome Reza again you nailed it... Is there any way to create the remainder emails between different approvals ?
To create reminder emails, you would need to query Dataverse tables to get the details.
Briefly shared here ua-cam.com/video/ZupQ0AbDl0I/v-deo.htmlsi=nYcLbNtNdG7qCSuE
Thanks Renza 🙏🙏🙏 If I were to send multiple options example, multiple options for a task to do to choose which date and time option can be accepted by the subject?
Most welcome!
I did not understand the question
Outstanding E2E example! Thanks for sharing!
Glad you liked it!
You are awesome Reza. Thank you for this latest feature and use case!
Most welcome
Thanks Great video and content, my question is how would you add escalation to and approval workflow sequential or basic? Thanks
I did 1 video on approval escalation a while ago.
ua-cam.com/video/r8jk5xigpQg/v-deo.htmlsi=O29w3qfnpXZUKeKh
@@RezaDorrani Thanks I followed that but having some issues...Mainly I think I need to rethink my workflow.
@@charlpienaar7697 I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
Hi Reza, thanks for the nice video, but how do we add and show the current pending stage approver info or email in the expenses list? Thanks!
For that you would need to query the approvals tables in dataverse. I do not have a video reference for it though.
Hi Reza, Thanks for your video. May I ask if it's possible to attach document in "Sequential Approval" action in Power automate?
Currently, it is not a supported feature
Hello, Reza! Great! But how can I get data on all approvers that are listed in the Sequential Approvals module such as who approved, approval date, approval status?
ua-cam.com/video/vQOA2EDaGS8/v-deo.htmlsi=MMHCovtUHu-P5E6i
Hi reza , this option from power automate is intresting , so she allows as to create a sequensel approvals in one action approvals , but only thing we can't do , is adding a time line for the approvals in shapoint colomn after every approver response , the thing that we can do easly in separate approvals action
This is a single action.
For updating status after each response, use ua-cam.com/video/gb_FUeRjgg4/v-deo.html
Hi Reza
Great video.
Is it possible to add comment of the first approver and so on so to the next approver?
I believe each approver in sequence gets the comment option
Hi Raza, Thank you for sharing you knowldge. I really appriciate your presenation . you are helping many people. God Bless you. Is it possible to creat Undo button in power app to recover delete item from sharepoint recycle bin ?Thank you
Most welcome and thanks for the good wishes.
I am not aware of any option to undo from recycle bin in power apps.
I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
Is there a way to do this so that e.g. if there is a pool of say 4 approvers if any 2 of them approve then its approved?
Not with sequential approvals. Check my Playlist on approvals. One of my videos shows quorum style approvals.
@@RezaDorrani hero!
Hi Reza, nice video showing this upgrade.
However, there's something annoying with teams notifications. In a chain of 3 levels, if first approver rejects, all superior levels receive a notification for that rejection, as the final status of the approval request.
In the same way, when the last approver approves or rejects, the previous approvers get another notification of the final status. That is something that I want to send only to the requestor.
Is there any admin configuration on notifications? If I turn them off from the action y power automate, they don't receive any notifications, even when it is their turn to approve.
I don't believe we have any control over them.
Hi Reza...the video is helpful. However im stuck in creating lookup part as well as data operation part. Under the Data operation, i cant seem to find the 'body/value'
Have not experienced the mentioned issue, hence not sure.
You can try downloading the solution shown in video (members only - check videos description for details)
Thank you, Reza. I would like to know how I can include attachments in these sequential approvals.
Same as how you would for other approval types.
ua-cam.com/video/ShNhn-jSBC0/v-deo.htmlsi=QtFuPKxz4e_md3C6
Thank you Reza for an another wonderful presentation. I learned Power automate following your videos, Thank you so much. I have prepared the Sequential approval flow with 3 approvers for the review as per this sequence Derick (1), Joseph(2), Mark(3). I need to submit another review request immediately after the above flow with different set of approvers, at least one of the approver names need to change. Whether I can proceed with Sequential flow. If yes please guide the way forward. If needed more details I will share via LinkedIn. This is in Same Region.
I did show dynamic approver sequence in the video. Can that not help?
Hi Reza, Please note that my scenario is if the flow running simultaneously ( one after 2nd invoice) then how did we can maintain the approvers table
@@sanilschithambaran7268 I don't think I'm understanding.
May be try posting your query on forums in case someone has done something similar to what you are trying powerusers.microsoft.com/
I have prepared the Sequential approval flow with 3 approvers for the review as per this sequence Derick (1), Joseph(2), Mark(3). I need to submit another review request immediately after the above flow with different set of approvers, at least one of the approver names need to change. When I did that first flow got impacted and new flow initiated with updated approvers name. Hope I explained well. If needed more details I will share via LinkedIn.
@@sanilschithambaran7268 If you need another review, why don't you add a second sequential approval step?
In the "assigned to" section you mentioned you can assigned to email, security or M365 Groups - Is it possible to assign it to the owner of the file within SharePoint i.e. take the meta data of a file (i.e. Owner) and send over an approval instead of having to manually input the email?
Possible, but not something I have a video reference for
@@RezaDorrani Thanks Reza for the reply - Much appreciated - Enjoying your videos.
Thank you for the video. I have few questions.
1. What if the approver is not specified? Each time I add a list, the number of approvers changes. maybe 1~5 approver.
2. Additionally, I would like to use it in combination with sequential and normal approve flow. Likewise, it can be 0 approvers or 5 approvers.(I tried this, but something error pop up "failed: Save Conflict")
I'm not sure what causes the error you're describing. I will recommend checking or posting your query on forums in case someone has done something similar
community.powerplatform.com/
Hi Reza, thx so much for this video !
I am waiting for this feature since 1yr. In France we can't see/select Sequential Approval, do you know if the feature is on the process to be GA ?
Check pinned comment on video.
I am not aware of the exact GA date.
You are always magnificent. Thank you Reza.
I have two question. 1. Is there any bugs where sequential approvals didnt show notification at ms teams notif? It shows in approval apps but you have to open it. It's not shown in notif (red circled number).
2. What if the approval is in the same cost center, but you want additional layer IF the cost is over budget?
Thank you Reza!
1 - sends emails as well. Not sure about teams. Might be a bug.
2 - sequential is a single action. You can add steps dynamically as shown in video.
@RezaDorrani 2. But the second additional layer wont be shown in the same line of approval?
@michaelgorbachepmanurung5491 Im not sure what same line of approval means.
@@RezaDorrani No worries reza. I found the answer from ur other video of 3 years ago. Well played!
Hi Reza, Can you please make a tutorial on multiple approvals in the powerapps dashboard without using power automate.
I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
Use galleries to filter for each step, get the forms and allow the approvers to edit. each approver should have a section and the section should be allowed access based on the approvers' email.
Hello Reza, many thanks in advance! What actions would I start with if I wanted to make it a manual trigger instead of automatic trigger, i.e. a user would trigger the flow when a list item is ready to route? I started with "Manually trigger a flow", then "Get Items", then picked up where you had "Start and wait for approval". Am I on the right track?
Sounds right. I have done many videos on approvals. I will recommend checking my playlist on approvals.
Is it possible to add attachments to each approver request in the sequential approval process to easily view instead of having to open the item?
Not to each approval request. For that you can look at my other video of multi step approvals.
@@RezaDorrani Thank you for the quick feedback. You're the best. I love your videos they have helped me so much. I actually have watched that one. :) Thank you again!
I'm excited about this, but I don't seem to have the fifth option in Power Automate so I can't do it. Is this because it hasn't been rolled out in Canada, or is there something else that needs to be set up?
Check pinned comment in video
Hi Reza, this is a great solution! Thanks for sharing. I managed to get it working for a similar process where I needed the ability to add parallel approvers in the first step and sequential approvers for the subsequent steps. In my testing though, using the Sequential approval type option, only approvers in step 1 receive a notification via Teams. I cannot figure out how to make the second/third/etc. step approvers receive a notification in Teams. Have you experienced this? Any ideas?
I have not experienced any issues with notifications for approvers in sequence.
@@RezaDorrani Interesting. I have created a test workflow with just a manual trigger into a sequential approval and consistently experience only the first step approver receiving a notification in Teams. May be a bug?
@@trentonatwork Might be
Hi reza, Is it possible to add more than one person in sequential approvals? Send approval to multiple people at the same time
Each step can have multiple approvers.
The first one to respond in that step, their decision would be final.
And then process would move to next step.
Is there any timeline for when sequential approvals will be available in standard release environments?
I am not aware of the timeline.
Hello Reza, is it possible to pull attachments from a SharePoint list and display them in a sequential approval process where the approver can view the attachments directly without having to download them to their computer?
Currently, attachments is not supported in sequential approvals
Thank you for the useful content. Sequential approval 1. Or 2. 3 in case of validating rejection. Is the confirmation going to the validator? How can we resolve this.
What is validating rejection?
@@RezaDorrani Does it switch to the other validator when it reject? Or does the flow stop?
@@ylmazozturk06 flow stops as shared in video
Hi Reza, thanks a lot for the tutorial. It helped me to create a dynamic sequentials approval successfully. Btw, could you advice if i'd like to use the flow to be used by my other colleagues to send an approval, how should i manage it? Currently, whoever add the data to the spo, will send the approval requested by me. What I need is whoever request for the approval, the requested name is appear the person itself but using the same flow that I created. Appreciate your guidance on it!
Most welcome!
Better option would be to have the approval action connection under a service account.
@@RezaDorrani thanks for the respond! Service account means creating the flow under organization's environment? Is it any way if the flow can still using mine?
@@arditaf.fauzia7145 the connection not the environment
Il recommend checking documentation of flows owned by service accounts or spn
@@RezaDorrani sorry if I may ask again. I've tried to add the attachment flow into this sequential approvals. The flow was running for the approval, However, it kept failed to attached the file. Any advise?
@@arditaf.fauzia7145 Sequential approval action currently does not support attachments
Hi Reza, do you know if it is possible to update the sharepoint record after each approval step in the sequence? I would like to update the status of the record after each approval step e.g. Waiting for Approver 1, Waiting for Approver 2 etc.
For that you would need to query appeoval tables in dataverse in a parallel branch to check status.
Hi Reza thanks for this. I would like to store the approver names in each step in the share point list with the approval status. Is it possible ? Also how do we trigger the same approval steps everyday till it is approved. We have to give the flexibility of approving the flow from mail and not through the power automate console by giving the link to the approval. When the approval is triggered it goes to the mail. But if I would like to send the same approval triggered mail with an approve reject option each day till the approval is fulfilled is there a way ?
The sequential approval process is basic. You can check my other video on multi step approvals which may help.
Is there a Attachments parameter?
Currently no
Hi Reza,
I have a doubt.
have a SharePoint list connected to a power app and power automate flow for users to get approvals.
In my list, I have the following fields Requester, Name, Requested Date, Request Type (Where there are multiple choices), Value, Status, Approvers, Assigned To , Approval History.
These are the main columns required for this action. In my flow, I have a switch condition for Request Type.
And another if condition for value.
If Value is less than 500 - it should go to person A and person B.
If value is between 500-1000 - it should go to person C and person B.
If Value is above 1000- it should go to person A, B, C, D.
All of these should go sequentially.
For eg, if user enters a request for value less than 500. The status should show Pending Approval (Which it already does).
Approvers Column should have the Person A and Person B Data(Names or profile pic). Assigned To column should have Person A first.
Once Person A approves, Assigned To column should have Person B Name.
I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
Hello Reza, can the second approval not be in power automate?
I did not understand the question
Hello Reza, you mentioned in the video that each step can include multiple approvers. I have a use-case where all the approvers in each step must approve before it proceeds to next step level. Does the Sequential Approvals able to achieve this objective? Thank you.
Not an option with sequential approval.
You could use technique shown in this video and use approval type as everyone must approve - ua-cam.com/video/gb_FUeRjgg4/v-deo.htmlsi=l65_PXAswRmODCMy
@@RezaDorrani noted. thanks for your information. 🙂
Nice video ❤ by any chance light up on parallel approvers with the same may Microsoft need to take use case I feel
What is light up on parallel approvers ?
Hi..im new here. Is this something like a free trial feature?
Check pinned comment on video
Hi, how can I attach files to approval emails for sequential approvers? I have already retrieved the file name and contents from the MS Form, but I don’t see an option to attach files in the sequential approval type, even though it’s available in other approval types.
Currently, sequential approvals do not have that option
Could you implement sequential approval with Microsoft list?
Yes
Thanks for sharing Reja😊
Any time!
Great learning & content
Glad to hear that
Great Video. Realised all the requests have my name and details even though they are requested by other people. How do I fix this?
Thats bcoz the flow is running under your account. Flow users context will be there in approval action. Better to use a service account to run the flow.
Thanks @@RezaDorrani. I will try and switch. But currently even the requestor's name doesn't appear in the approval's sequence even though i have changed it in the approval connector dynamically to "created by email"
@@akboadu I’m not sure why that would be the case.
@@RezaDorrani fixed it now. Really grateful 🙏
@@RezaDorrani 1 more thing. The approval connector automatically entered the "for each 1" ring. And now loops the approval from approver 1 to approver 2 to 1 to 2 again. Removing "for each 1" fixes it but seem not permanent. Any recommended solution?
It seems this functionality is in preview mode. How can we develop sequential workflow with existing actions. Can u show a demo
Check pinned comment on video.
I have followed this tutorial exactly and am finding that my flow is hanging at the start and wait for approval stage. It is not sending out the approval email. Please help. The loop just keeps spinning at that point.
I have not experienced the mentioned issue and hence not sure what is the cause for it. I will recommend posting your issue with screenshots on the forums at powerusers.microsoft.com in case someone has experienced something similar.
Hi Reza, thanks for your tutorial!
Quick question: After 'Update Item' for approvals and denials, I want to send an email back to the requester. For approvals, I plan to say: "Your request 'project name' has been approved by 'Person A', 'B', C', and 'D', I can list all names since order doesn’t matter. But for denials, how do I specify which person denied it? How can I set up the email to indicate who denied the request during the process? Thanks
The approval action is a single action. Its output json has all the details on who approved or rejected.
@@RezaDorrani in my case if i want to send an email and say 'Your request 'project name' has been denied by 'Person X'', how should i do that? thanks
@@yyz619 You would need to parse the json output to get that info. I don’t have a specific video reference on it.
Can we create a flow when manage member to a SharePoint security group that will manage a list of group users
Not sure what the question means
@RezaDorrani addition or deletion in that particular group will modify existing SharePoint list that contains group members info or notify to admin to change the list
I have not tried this scenario hence not sure
@@RezaDorrani thank you sir
Question, is there an easy way for a scenario where if the first approver picked by the user is the hard coded final approver that it automatically completes the final approval as well? Sorry if that is confusing.
If approvers in order are same then action errors. So approvers have to be unique. Better option would be to frame the approval chain dynamically. If approver is already in list then dont add them.
Does the approval flow for sequential approvals expire after 30 days like the create and wait for an approval ones?
Flow run is what times out after 30 days
I started to have some issues with more than one approver (1st approvers), they could both accept it and the flow didn't get to the 2nd approvers. Any tips in how to avoid that, Reza?
Have not experienced that issue, hence not sure of workarounds.
Very useful feature. Thanks Reza
You're welcome
Is it possible to add attachments in Approval Section? I have watched your other video of Multi-Step Approval with attachments but that one doesn't have all Approvers in a single pane. But in Sequential Approval Process, I couldn't find the attachment section to add varAttachments. Please help.
Sequential approvals feature is in preview and hence missing that feature.
@@RezaDorrani Thanks for the reply. You are the best.
I have an approval flow. I have manually set it up to send an email to the approver. However, it also automatically sends a Teams notification though the Approvals feature on Teams.
To avoid confusion, I don't want the Teams notification to be sent. Is ther any way to do it.
Not sure what the confusion is? Teams approval notification and email notification, both point to same approval task. It gives users multiple mediums from where they can respond to the approval action. There will also be a notification sent on power automate mobile app to approver.
I don’t think there is an option to only send notification to a particular medium.
can we approve/reject the approvals from Canvas app?
For that you would probably need to update the approval Dataverse tables directly. It would require a connection to Dataverse + premium licensing for all your app users.
what is a workaround for sequential approvals until the release
ua-cam.com/video/gb_FUeRjgg4/v-deo.html
Is there a way to see who is the approval currently assigned to?
For that you would need to query approvals table in Dataverse
If you add a group email, why does it only pick one response? Is there no way all of the people in the group have to approve before the flow goes to the next approver?
As mentioned in video, each step is a single approval. If you give group email, first person to respond from group, that is the decision for that step.
Hi Reza. Thank you for this. But I am experiencing some issues - The Approval Status column is not updating to Approved. Remains Pending. Any way to go past this issue?
Video description has link to download entire solution (members only - check description for details)
I would suggest giving that a try.
As for the issue mentioned, I have not experienced it and hence not sure what the cause for it could be.
I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com
@@RezaDorrani Done. Thank you
Hi Reza. I shared the flow with other users, but it displays my name as the creator when they run it. Is there a way to show the requesters name instead of mine (creator) whenever they run the flow?
Flow runs under owners account. Ideally, configure it to run under service account
Hi Reza,
I have a query regarding Power automate desktop flow. We have 3 unattended BOT licenses. Can we assign all 3 license to one power automate desktop flow and run in same VM?
Im not well versed with PAD licensing.
I would recommend checking the licensing guide or posting your on forums at powerusers.microsoft.com
Great video thank you
Most welcome
Great video! But this option not show to me.
check pinned comment on video
Hi Reza, If the first approver rejects, notification still goes to second approver. Can this be stopped so that the second person should not get unnecessary notifications.
I don’t remember the second approver getting a notification. This feature is in preview.
@@RezaDorrani I was just testing it with my colleague a few moments back and after my rejection he was also getting teams notification of my rejection.
It’s a preview feature. May be something changed since the video.
What if the approval times out at 2nd or 3rd approver? Does output show null values for those approvals to figure out for next actions?
An approval never times out. Its the flow run that times out after 30 days.
@@RezaDorrani But can't we set the time out at approval action?
@@ResponsibleXI Yes you can. But not at approver level. Sequential is a single action in flow. So all you can do is timeout this action.
I have a question.
When I select Start and wait for an approval, I can not see Sequential Approval on Approval Type field
Is it because my account is not updated, or is that function not available in my country ( vietnam)? Looking forward to hearing from you.
Check pinned comment on video
I can't see that sequential approval option in my power automate
What I have to do?
Check pinned comment on video
Please help me ,How to disable teams approvals as I want on email notification.
I don’t think there is an option to do that, apart from completely disabling teams approval app from teams admin center. Have not tried it though.
Thank you Reza
Most welcome
thank you for your video, i'm struggling for a features that i cannot find somewhere a olution. the following. an approval flow that keep in consideration someone presence or absence, let's assume that 1 person is absente (maybe from out of office reply ) and then flows skip ti a backup person. i'm sure you already have a pathway to get that solved 😁😁. thanks again
ua-cam.com/video/r8jk5xigpQg/v-deo.htmlsi=DEO6GXt32FGcRldX
how to adding attachment from form to sequential approval?
I have done a video on adding attachments to approvals. Technique would be similar.
@@RezaDorrani Hi Reza, it looks like there's no field for 'Attachments' in the Sequential Approval just yet, hopefully they'll add that setting when it's available officially
@@italomagnossao2965 Its in preview. Hopefully coming soon. I have done a video on a multi-step approval pattern which is similar to sequential approvals.
Why don't I have that sequential approval? BTW I have business basic subscription.
Check pinned comment on video
Useful... Thank you so much...!
You are most welcome!
Excellent Video.
Thank you very much!
Combining all approves seems promising, however, this will limit the time out to be 30 days for all approvers. Hope they extend it
Approval actions never time out. Its the flow run that times out after 30 days.
Fantastic Reza, I wish I could become 5% of you 😅. BTW Instead of creating "order" column in approver list, why don't we create column like for Microsoft there are two approvers: Manager1, Manager2. ?
I am trying but failing. So, by doing this we can easily edit the list in grid view for future changes in approver's name.
List makes it more dynamic. You dont need to pre-create columns. You can also edit the list easily for changes to approvers.
Thanks for sharing Reza!
My pleasure
I set up the flow and the approved is working but when the request is rejected there is an error. Is there any way to fix it? ☹
I have not come experienced this and hence not sure what is the cause for your issue. I recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
If I want to do some activity at item level permission after 1st level approver is approved/rejected in this sequence approval?? Is it possible?
This is a single action, so not possible out of the box.
You could use the technique shown here ua-cam.com/video/gb_FUeRjgg4/v-deo.htmlsi=wHc3a5JnoqaH2-Jx
@RezaDorrani Videos are gold and you are Dimond
Thank You so much!
can I set a condition for the approver, for example, Manager up to 5k, CEO up to 30k, GCEO above 50k?
Possible - check my Playlist on approvals. There are some conditional style approval videos in it
Hi, Reza
I faced one error in power apps.
When i insert the purchase header and purchase invoice lines into business central and when i update any purchase line first time in power apps it blank the purchase order line item unit cost and amount including vat field value and when i update same lines second time it works properly.
Please can you help me to resolve this issue.
I do not have a video reference on this scenario and would have to try it out to provide guidance. I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
@@RezaDorrani Thank you so much for guidance
tq reza 🎉🎉🎉🎉
Welcome
i cannotsee the download flow link reza iam the member
Its in community tab of my channel for members in silver club or higher.
Finally!!!
Yes
You didn't tell us how to get to the first step
First step of what?