SharePoint Approval Timeline | Power Automate Approvals + Column Formatting + Approval History

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  • Опубліковано 14 жов 2024

КОМЕНТАРІ • 451

  • @spen2431
    @spen2431 3 роки тому +20

    Where is the "Jaw Drop" emoticon 😲. Thanks for sharing Reza. 👍👍👍👍

  • @ArohShukla
    @ArohShukla 3 роки тому +16

    Reza, the Approval timeline (this blew my mind), assigned to with deep link with Teams and time duration, Ticks ‘trick’ was a great tip, and usages of column formatting are exceptional. You covered an end-to-end solution here… You are amazing! 😊 ...as always!

  • @user-bk8db7ud6k
    @user-bk8db7ud6k 3 роки тому +10

    Whenever I'm starting a new project at work I always check Reza's channel for things just like this. Even if you don't use this exact scenario you can apply the ideas to many other scenarios successfully.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Thank you for your kind words & thank you for following my channel.

  • @TheKermit2110
    @TheKermit2110 2 роки тому +2

    Watched the entire cookbook and going back through the salient ones. Honestly Reza, you are such an asset to the community. Thanks

  • @nicolasg1848
    @nicolasg1848 2 роки тому +2

    What a new great video ! Everything seems to be easy with you ! Thank you so much.
    We find with you each time something more than in others channels and each time you are able to propose a global solution with everything that we need at office for our end users.
    Great jobs as always, I've done a lot of progress since I watch your video. Thank you so much from Paris and I'm sure that a lot of your subscribers have this same feeling

    • @RezaDorrani
      @RezaDorrani  2 роки тому +1

      Thank You so much for the wonderful feedback. It means a lot!

  • @cmarkbernal
    @cmarkbernal 3 роки тому +2

    THIS IS SOOOOOO AWESOME!! you're reading my mind again Reza!!

  • @5394prashant
    @5394prashant 3 роки тому +2

    This is awesome. in fact , i have utilized this in one of my approval workflows, making it more dynamic. i utilized Apply to Each to trigger approvals based on Transaction Value, which could be 2 / 3 / 4 / 5 level of approvers based on the transaction value. i captured the approval history at each stage and showed them using the Emoji Formatting Technique, you shared. Thanks a ton for creating this.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Great! Happy to know these techniques are being used.
      Thanks for sharing.

  • @AnamAhmed-t8d
    @AnamAhmed-t8d Рік тому +1

    Hi Reza, great content. Thanks for sharing the knowledge. Is there a video on adding a checkbox for the approvers when they go through the approval process to ensure they have read and understood the details of the approved items? I need to see how a check box and some text can be included in that workflow.

    • @RezaDorrani
      @RezaDorrani  Рік тому

      I do not have a video reference on this scenario. I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com

  • @Milla_mayne
    @Milla_mayne 11 місяців тому +1

    Awesome video! Thanks so much. One question.... @15:20... What is the "Approval Decision" expression in the "Add to comments array" ??

    • @RezaDorrani
      @RezaDorrani  11 місяців тому

      Thanks!
      Video description has link to download entire flow. You can check all the code in it.

  • @vivicakempisty8696
    @vivicakempisty8696 2 роки тому +1

    Love this!!! Now that I have this complete. Do you have or can you suggest a video/demo for how to create a progress indicator dashboard in PowerApps for it.

    • @RezaDorrani
      @RezaDorrani  2 роки тому +1

      Awesome! Thanks.
      May be this helps ua-cam.com/video/0U5jax-zMIc/v-deo.html for the progress indicator in Power Apps

  • @bankswalshie913
    @bankswalshie913 3 роки тому +1

    Great work again Reza. Quick question, have you noticed Team action missing as of late. It looks like some Team actions have been merged together with additional options inside. Example of this is the action "Post your own adaptive card as the Flow bot to a user" no longer exists, you need to use "Post adaptive card in a chat or channel" and then choose as Flow bot > Post in Chat > then you can add recipients and an the adaptive card.

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      The Teams based actions were always in preview.
      Preview meaning it can be changed prior to becoming Generally Available.
      I did notice the changes.

  • @VANDIK01
    @VANDIK01 3 роки тому +1

    Amazing Reza, thanks for sharing this kind of videos, you're the best 👏👏👏👏

  • @crisgath3512
    @crisgath3512 3 роки тому +1

    Give this man a MEDAL!!! Impressive Reza.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Thank You 😊
      The love of the audience is my biggest MEDAL.

  • @lerenngubengi
    @lerenngubengi 2 роки тому +1

    Another awesome tips, by the way can we do this steps in document library? If yes are the steps the same as shown in this video?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Yes you can! Steps would be similar.
      Check my playlist (it has some doc lib ones in there) - ua-cam.com/play/PLTyFh-qDKAiE7C_2lVNAPzgHXsBykG0Tf.html

  • @yojie120
    @yojie120 3 роки тому +1

    This is an amazing e2e tutorial Reza! I am so glad i stumbled upon your channel. Thank you for sharing this to newbies like me :) I have a question though, what if i want to run a report to export the data from this list to an Excel, will i be able to get the whole Approval History log as one column in the same row, as how it is in the Sharepoint list?

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      Yes it would export as whole approval in single row since the column stores entire approval history information.

    • @yojie120
      @yojie120 3 роки тому +1

      @@RezaDorrani Thanks for the response Reza, would you happen to have a tutorial on how to use your own adaptive card on the Approvals for Outlook?

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      @@yojie120 I do not have a video on adaptive cards in Outlook. I have it in my backlog.

    • @yojie120
      @yojie120 3 роки тому +1

      @@RezaDorrani thanks for the reply.. hopefully there will be soon :)

  • @himinthenorth9181
    @himinthenorth9181 2 роки тому

    Hi Reza, this is an awesome video and really really useful! One question, is there a way to add additional points on the slider in the approval timeline depending on the number of steps in the approval process? Thanks!

    • @RezaDorrani
      @RezaDorrani  2 роки тому +1

      Thanks.
      Yes, you would need to update the JSON code to do that.

  • @nununu8
    @nununu8 2 роки тому +1

    Hi Reza,
    Thank you again for your videos, they've helped me so much.
    Do you have a specific video which goes through the the population of the 'assigned to.' column?
    I've got my dynamic approvers working but can't seem to get my flow to correctly populate the assigned to column with all approvers from the person picker from the approvers list.
    Regards

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Your most welcome.
      Video description has link to download sample flow. May be that includes the dynamic approval logic.
      I also have a full playlist on my channel on approvals which has a wide variety of scenarios covered.

  • @kamozzi1
    @kamozzi1 3 роки тому +1

    Great job Reza. 👍👍
    Where can we find the column formatting code that you have used to create a timeline or time since the last update?

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      Video description has all the links

    • @kamozzi1
      @kamozzi1 3 роки тому +1

      @@RezaDorrani Thanks Reza

  • @sajanaedwin
    @sajanaedwin Рік тому +1

    Hi Reza, excellent video again. Is there a video on using custom responses in an approval workflow? Would love to see a video on that.

    • @RezaDorrani
      @RezaDorrani  Рік тому +1

      Thanks!
      Check approvals playlist on my channel. I have done a video on that topic.

    • @sajanaedwin
      @sajanaedwin Рік тому +1

      @@RezaDorrani thanks so much!

    • @sajanaedwin
      @sajanaedwin Рік тому

      Hello Reza, is this the video you meant?
      ua-cam.com/video/c4a3_VUDwk0/v-deo.html

  • @alzaimoor79
    @alzaimoor79 3 роки тому +1

    This is awesome, great job, can we use output of column “approval pending since(Mins)” ?, I mean can I use it in powerapps?

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Thanks You.
      Approval pending since(Mins) column value is being calculated on the fly using column formatting. It will not be available in Power Apps.
      Power Apps has functions where you can do a Date Difference between the current date and time & the approval start time.

  • @BahriErtunc
    @BahriErtunc 2 роки тому +1

    Reza, Your videos are very informative, thank you very much for your effort.
    I have a question about the Ticket Status field. Without using a Custom Form, maybe using JSON, can we restrict the possible values of the Ticket Status field based on its current value? For example, when Status='In Progress', the 'New' option is removed from the options, and when status='Resolved', the options are only 'Resolved' and 'Cancelled' etc.

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Thanks.
      You cannot update dropdown options with JSON.

  • @hectorfuentes6132
    @hectorfuentes6132 Рік тому +1

    Hello Reza, I appreciate the time and the level of detail that you provide on your videos. I want to use this format but I would like to trigger the flow with Form submission including a picture attachment from the form. How can I accomplish that?

    • @RezaDorrani
      @RezaDorrani  Рік тому

      I don’t think there is any trigger that checks picture attachments. You can trigger flow on form submission and then get its attachments

  • @crullmar
    @crullmar 2 роки тому +2

    Reza love this and I have been trying to replicate . Can I ask what was the exact JSON you used for the column formats for Timeline and days approved For some reason mine isn't working.

  • @salutj
    @salutj 6 місяців тому +1

    Hi Reza - Thank you for a great video. I have a question, is it possible to have power automate update the attached word document with the approver names and date of approval once the approval flow is complete?

    • @RezaDorrani
      @RezaDorrani  6 місяців тому

      Possible by using word connector.

  • @aysanhaghani5271
    @aysanhaghani5271 3 роки тому +1

    Hi Reza, This is amazing thank you! I was wondering if there is a way to cancel the flow run from the list item that triggered it as well 🤔

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      There is no direct (programmatic) way to cancel a flow run. You would need to query Dataverse for that and update System Tables which is not recommended.

  • @More-Betterness
    @More-Betterness 2 роки тому

    Excellent video! This is what I had in mind, I wasn’t sure if this was possible. Is it possible to add reminders as a parallel action?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Possible. Check the approvals playlist on my channel.

  • @그냥-j9y
    @그냥-j9y 2 роки тому +1

    Hello, thanks for this great video. I have a question. What if the approvers are different people. With dynamic content. For example the manager of the requestor is one of the approvers.

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      In flow, you can dynamically define the approvers. I have done several videos on it.
      Check ua-cam.com/play/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe.html

  • @william2053
    @william2053 3 роки тому +1

    As always awesome tutorial, thank you Reza! You are a true MS MVP 👌👍

  • @Amr-Ibrahim-AI
    @Amr-Ibrahim-AI 3 роки тому +1

    Thanks Reza for sharing this lovely tutorial. Much appreciated!

  • @laveenadewangan3196
    @laveenadewangan3196 3 роки тому +1

    Hi Reza, Amazing video!
    If I have multiple approvers and I want all of their responses, but want to live track who has responded so that I can know whose approval is pending - how can I do that.
    Later I want to check if all approvers approved or anybody rejected as well.
    Thank you in advance!

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      In case of everyone must approve or wait for all responses, the flow will not move ahead until the approval task is complete.
      To check who responded while the task is running, you would need to query Dataverse Tables for Approvals in a parallel branch.
      This will require premium licensing + admin access to the tables.
      I did a video on reminders wherein I query Dataverse to check to see which users have not yet responded - ua-cam.com/video/ZupQ0AbDl0I/v-deo.html

    • @fleurwilliamson5920
      @fleurwilliamson5920 2 роки тому

      @@RezaDorrani Do you think we could avoid the premium licensing if we did parallel branches for several single approvals, somehow collect a count of approvals and if all approved update item as approved? Each separate approval could just update the timeline. Would that work?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      @@fleurwilliamson5920 Yes you could do that. But then your approvers would need to be more or less static since you have those many parallel branches pre-created.

  • @RomelKapwa
    @RomelKapwa 3 роки тому +1

    Hello Reza
    thanks for the super video.
    Question.
    How do i change the Pacific time Zone? Because it does not correspond to my time zone.
    Thanks

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Change it to any time zone of your choice.
      Here is the list: docs.microsoft.com/en-us/windows-hardware/manufacture/desktop/default-time-zones

  • @PercipienceH
    @PercipienceH 3 роки тому +1

    This approval is awesome. I do have one question - is there a way to format the email output form the approvers response array so that it matches they way it looks in the SharePoint list?

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      Possible. It will require a lot more work to get to it. You would need to the the Rich Text feature of multi lines text column in SharePoint and then accordingly plug in the HTML for creating the user format.

    • @PercipienceH
      @PercipienceH 3 роки тому +1

      @@RezaDorrani thanks for the quick response

  • @parwejp
    @parwejp 3 роки тому +1

    Loved the video. Awesome. 🙏🙏👌Did something similar using spfx listview command set and column formatter. No Power Automate and was dynamic. I too "Stealed" from pnp samples.

  • @RitaShapovalov
    @RitaShapovalov Рік тому +1

    Reza first of all thank you for your work! It is realy helpful iven for people who do not know how to code.

    • @RezaDorrani
      @RezaDorrani  Рік тому

      You’re most welcome and thanks for watching

  • @yayacowboy6941
    @yayacowboy6941 11 місяців тому

    Nice video Reza! I am having issues from the PNP. I can not find the column formatting that you used. Could you help me find when exactly you have it?

    • @RezaDorrani
      @RezaDorrani  11 місяців тому

      PnP link must have moved. Check comments if someone did post updated link or try searching for it online. Im not aware of updated link.

  • @amandaamarante6857
    @amandaamarante6857 2 роки тому +1

    Thank you for this video!!!! Could you help me about the calculate difference between datas. I didn’t find the calculate.

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      I will have to look at your App in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @fikrinorsann
    @fikrinorsann Рік тому +1

    Awesome video bro thank you really appreciate it. Just one question here, instead of "floor((Number(@now)-Number([$Created]))/(1000*60)) + ' min(s)'" how can i stop the time once the approval is done. I have a column named (Approved/Rejected Date) I tried to change the code but it not working.

    • @RezaDorrani
      @RezaDorrani  Рік тому +1

      You would need to add like an if condition to checking if approval is not pending. I would have to try it to get exact expression hence giving hint.

  • @jessykms
    @jessykms 2 роки тому +1

    Thank you Reza, all your videos helped me a lot!!

  • @UlyssesHaq
    @UlyssesHaq 3 роки тому +1

    Reza this PHENOMENAL content and it arrives at just the right moment. I have a question please. Approvals and Document Library: when approvals are submitted, if the file in document library is open, the flow fails - error400 file is locked for shared use. It has become a nightmare. Can you help suggest how to overcome this??

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      Thanks,
      For documents being opened and file locked, I have not run into those scenarios.
      I will recommend you check on the forums at powerusers.microsoft.com/

  • @riamaity9713
    @riamaity9713 3 роки тому +1

    Hi Reza, The video is just awesome, can you please post the Json for the Approval Timeline Column

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Video description has links to all the JSON code and the sample flow.

  • @nohpetsrs
    @nohpetsrs 3 роки тому +1

    This is awesome Reza, I have learned so much from your channel. I have a challenge; currently building a Powe App and there is a field with hundreds of vendor options. How can I either filter or click on a find option next to that field and select from the hundreds of options and then set the selected vendor as the value for that field. Any help of useful links would be appreciated. Thanks in advance 🙏🏾

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      Galleries would be the answer.
      How - I would have to recreate your scenario to provide any guidance.
      I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com

    • @nohpetsrs
      @nohpetsrs 3 роки тому

      @@RezaDorrani hello Reza, thanks for the response. I will post the scenario with screenshots as you advised. I hope this is something you can do a tutorial for. I think many of your users will find it valuable. Also, I saw an option for Combo box as you can filter results as you type in the box. However you have to connect the lookup field to another list in Sharepoint
      Cheers
      Stephan

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      @@nohpetsrs I will add this request to my backlog. But I will need a lot more folks requesting this to give it a higher priority.

  • @OluwafemiAdeyemi-uw5pt
    @OluwafemiAdeyemi-uw5pt Рік тому +1

    HI Reza, thanks for the amazing work. I followed the entire video to build mine.
    How can I set users to recieve email notification when they make request from share point.

    • @RezaDorrani
      @RezaDorrani  Рік тому

      If user is making the request, why would they need a notification then :)

  • @ajaychoudhary5596
    @ajaychoudhary5596 3 роки тому +1

    Reza you are great...i am big fan of you and your awesome videos...👌👌👌👍👍👍

  • @swethaa7376
    @swethaa7376 2 роки тому +1

    Hi Reza, Your videos are very helpful and excellent. I would like to learn dataverse in Traditional Power apps(not from Teams), could you please suggest any reference videos or materials. Requirement is need to create an app by using dataverse from traditional power apps. Waiting for ur reply.. Thank you in Advance

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Check aka.ms/powerappsresources

  • @JohnScott-l7l
    @JohnScott-l7l 2 місяці тому

    Great video Reza. 2 Things: 1) The JSON Approval History popup shows HTML tags. How do I fix that? If I change the column to plain text I lose the line-item carriage returns. 2) The JSON Approval History popup loses the background color when scrolling. Thanks.

    • @RezaDorrani
      @RezaDorrani  2 місяці тому

      1 - use multi lines of text column without html option
      2 - I have not experienced that so not sure

  • @stevecamacho6182
    @stevecamacho6182 3 роки тому +2

    Great video. Can you let us know where the ticks expression is?

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Video description has link to my GitHub repo. It includes the flow zip file which you can import. I have also included the link to my blog post on ticks function.

    • @rebeccalooi275
      @rebeccalooi275 2 роки тому

      @@RezaDorrani I cant find the ticks expression you used in the video either.. could you please copy and paste it here?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      @@rebeccalooi275 All the expressions are inside the flow. Once you import the flow, you will get the expression. I do not have the flow anymore and hence do not have the expression handy.

  • @sadelina2763
    @sadelina2763 2 роки тому +1

    Thanks, amazing like always, reza I have a question, is it possible to change the column of the title column? I know that it can be renamed, but if it is a list that now I want the title to be another field of the list, is it possible? do you have any video about it? thanks :D

    • @RezaDorrani
      @RezaDorrani  2 роки тому +1

      You can rename it. You can always have another field that you add to the form. Not sure I understood your question.

    • @sadelina2763
      @sadelina2763 2 роки тому

      @@RezaDorrani when I made the list I decided that the name of the person should be the title, but now I want another column that has the last names to be the title, the list already has several records, I just want to do that so that the last name column shows the options share and the other options that the title column puts when you hover over the record, but I don't know if that's possible, Gracias Reza

    • @RezaDorrani
      @RezaDorrani  2 роки тому +1

      @@sadelina2763 You can always create another column and name it title or last name. You can use column formatting to create that link experience.

    • @sadelina2763
      @sadelina2763 2 роки тому

      @@RezaDorrani Ooh okay thanks 🤩

  • @oliverlennartz8759
    @oliverlennartz8759 2 роки тому

    Hi Reza,
    is somewhere the full flow including the dynamic approval shared/public? It would be great to search for in power automate not to start at zero.
    The result you build here is great!
    Best Regards,
    Oliver

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Video description includes links to download flow and formatting. Also includes link to my approvals playlist that has several step by step approval videos.

  • @5394prashant
    @5394prashant 3 роки тому

    Hi Reza, one thing which i saw in the Introduction but could not see it while you were explaining the steps was about "Chat with Approver". Do you mind explaining that piece also , as , i think , that would be a great feature to introduce.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Video description has link to the sample JSON.
      The chat with approver is available as a PnP sample as well.

  • @RyanSmith-mh1lj
    @RyanSmith-mh1lj 2 роки тому +1

    Hi Reza, nice video! I am having a little issue where my minutes (Approval Pending Since) are not coming in correct format after adding the json, thank you

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Video description has the code base link. I will have to look at your json, sharepoint setup and flow in action to know the cause of your issue. I will recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

    • @RyanSmith-mh1lj
      @RyanSmith-mh1lj 2 роки тому +1

      @@RezaDorrani thank you for taking your time and answering my question, sure thing, I will post my screen shots and code at the above listed site, thank you👍

  • @andrewfitzaptrick8183
    @andrewfitzaptrick8183 6 місяців тому +1

    hey @reza dorrani, first of all your videos are an unbelievable resource and thank you so much for sharing them with us. However my approval timeline formatting is showing anything with a "New" Approval Status as a green on the far left. Any idea what could be preventing it from turning blue in the code? If i use the code provided on your github site, all the approved and new status appear as blue where I would expect them to be on the timeline.

    • @RezaDorrani
      @RezaDorrani  6 місяців тому

      Most welcome!
      I have not come across any issues with this so not sure. My only guess is you have probably not added all the columns needed for JSON formatting in the view

  • @Sunilprakashsabbithi
    @Sunilprakashsabbithi 3 роки тому +1

    Thanks Reza and it's Superb. Now i came to know how to use Emoji icons ( Windows + dot)

  • @playchompoo
    @playchompoo 3 роки тому +1

    For dynamic approval workflow, it’s very fast for me but i will try to learn.🤣
    Thank you for this great video🥰

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      You’re welcome 😊
      Video description has a link to my full video on dynamic approvers.
      This video was more focused on the Approval Timeline.

  • @vitoriapagliaci6446
    @vitoriapagliaci6446 3 місяці тому

    Amazing!! However I am missing if the requestor canceled the approval. How can I use that to update the sharepoint column?

    • @RezaDorrani
      @RezaDorrani  3 місяці тому

      Welcome!
      I have not explored that scenario, hence not sure of the steps.

  • @ahmedtareq5342
    @ahmedtareq5342 3 роки тому +2

    This is great, you keep amaze me with your ideas

  • @valdimirwallace8461
    @valdimirwallace8461 2 роки тому +1

    One year later and this still feels like gold

  • @romerbi
    @romerbi 2 роки тому +1

    Hi Reza, thanks for the tips. Could I use this formating stuff on custom columns of a document library in sharepoint? or this only works on sharepoint lists?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Works for both lists & libraries

  • @amiralira6943
    @amiralira6943 3 роки тому +1

    Perfect as always... Thank you for sharing these helpful videos and solutions.

  • @hannahmay3078
    @hannahmay3078 2 роки тому +1

    Hi Reza, thank you very much for your videos and tutorials. They have been very useful in my project work. I have created the approval timeline in a document library and a SharePoint List using the JSON that you provided. Everything works fine in the list. However, I am unable to see the approval history when I click on the timeline in the document library. I cannot figure out what the problem is in the library. I have already modified the column names to match those in the JSON.

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      I will have to look at your JSON formatting in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at techcommunity.microsoft.com/t5/sharepoint/ct-p/SharePoint

    • @hannahmay3078
      @hannahmay3078 2 роки тому +1

      Thanks Reza, I have solved the problem. I have another question - Is it possible to attach supporting documents to a file in a document library?

    • @RezaDorrani
      @RezaDorrani  2 роки тому +1

      @@hannahmay3078 Look into document sets

    • @hannahmay3078
      @hannahmay3078 2 роки тому +1

      @@RezaDorrani Thanks for this suggestion Reza, it has worked perfectly :)

    • @hafizsham1942
      @hafizsham1942 10 місяців тому +1

      Hi Hannah, I'm having the exact same problem as you, my approval timeline does not show when I hover over it. Could you share the solution?

  • @sweetygupta7240
    @sweetygupta7240 3 роки тому +1

    Awesome tutorial 😊
    Hi Reza, I need to send customize approval email using power automate like where I can add html content, could you please help

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      You would need to look into markdown language.
      Check flow.microsoft.com/en-us/blog/rich-approvals-text-and-multiselect/#:~:text=In%20your%20flow%2C%20annotate%20approval%20details%20with%20the,above%20shows%20what%20it%20looks%20like%20on%20web.

  • @MadhanNC
    @MadhanNC 3 роки тому +1

    No words, simply awesome ❤️❤️❤️

  • @robertmcghee6815
    @robertmcghee6815 3 роки тому +1

    This is really cool! I will definitely try to replicate this after work today! thank you so much for sharing.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Great!
      I just released another version of formatting with multi-step approvals.
      Let me know what you think of this as well - ua-cam.com/video/gb_FUeRjgg4/v-deo.html

  • @Cartoonhotpot
    @Cartoonhotpot Рік тому +1

    Reza, thank you so much for the videos, they have helped me so much. I do have a question though. I have the cost of a quote in a column and it is only valid for a certain number of days and then it expires, so I would like to have a RAG colour code providing me with a visual indication of how many days were left until it expired based on when it was added and changing colours at certain periods when it counted down to so many days left, how would I do it?

    • @RezaDorrani
      @RezaDorrani  Рік тому

      Your question is related to json formatting. Check the documentation, it includes samples. I have not tried this scenario.

    • @Cartoonhotpot
      @Cartoonhotpot Рік тому

      @@RezaDorrani thanks for the quick response. Could I ask, what documentation, thanks ?

    • @RezaDorrani
      @RezaDorrani  Рік тому +1

      @@Cartoonhotpot Search for Microsoft documentation on list formatting.
      Here are some samples on github github.com/pnp/List-Formatting/tree/master/column-samples

  • @cindybusiness
    @cindybusiness 2 роки тому

    Super helpful and thanks for posting Reza.

  • @paladinli4732
    @paladinli4732 2 роки тому +1

    Hello Reza, very amazing video 👏👏👏. I failed at fill "Assigned To" column in "update the item of SharePoint" action. Could you please give me some hints !
    I have initialized Array Variable named "varApproversPersonArray" same as your demo, then append the Approver Person Name(from Get Departments action) into this array via apply to each. When I put this array variable(varApproversPersonArray) into column "Assigned To" of update item of SharePoint, the action " update item of SharePoint" keeps running and can't stop during test. I have check the structure of "Assigned To" column from SharePoint, it is defined as person or group type with multi-selection. I don't know where is the trouble of my flow or SharePoint list? If possible, could you share your "Approvers", "Approvers Array", "Approvers Person Array" initialization and assignment operation with me. TKS

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Thanks for liking the video.
      I have provided a lot of reference links in video description.
      As for your issue, I will have to look at your flow in action to provide guidance. I will recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

    • @paladinli4732
      @paladinli4732 2 роки тому +1

      ​@@RezaDorrani Hello Reze, many thanks for your reply, the trouble has been resolved. I need to give name property "Claim" for the varApproversArray, then it will be allowed add into SharePoint list.
      Now, I have suffered a new trouble. I have not got the adaptive card same as your demo from my teams connector. The OperationId is "PostUserAdaptiveCard", what is the user的name in teams connector?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      @@paladinli4732 Not sure about ur adaptive card issue. I will recommend posting your issue with screenshots on the forums at powerusers.microsoft.com

  • @horamansarkhosh8615
    @horamansarkhosh8615 3 роки тому +2

    Thanks Dear Reza... Awesome...🙏

  • @georgehouston7256
    @georgehouston7256 2 роки тому +1

    Can all this fantastic work be accomplished in a MS List instead of a SP List?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Absolutely! A Microsoft List is a SharePoint List :)

    • @georgehouston7256
      @georgehouston7256 2 роки тому +1

      @@RezaDorrani thanks for confirming!

  • @jayendrakhadikar1291
    @jayendrakhadikar1291 3 роки тому +1

    Very informative. Thanks for sharing. Pl make a flow to remove duplicate from list and update status of balance rows.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Will add it to my backlog but this is the first request on this topic. I will need a lot more requests on this topic to give this a higher priority.

    • @jayendrakhadikar1291
      @jayendrakhadikar1291 3 роки тому

      @@RezaDorrani You can consider this as lot more request.

    • @jayendrakhadikar1291
      @jayendrakhadikar1291 3 роки тому +1

      And thanks for responding.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      @@jayendrakhadikar1291 Hehe. Cannot. I have a lot of other items in my backlog which have a higher priority since many have requested it.
      Also, balance rows is a very specific request.

  • @daxteoh27
    @daxteoh27 3 роки тому

    Never think of such format can be done! What if we have more than 3 choices of Status, how do we justify the content, Reza?

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      Possible. We would have to define some logic to position the circle at specific intervals. (may be use margin property).
      I will have to recreate your scenario to provide the exact code.

    • @daxteoh27
      @daxteoh27 3 роки тому

      @@RezaDorrani Can't wait to see it Reza!
      I was struggling to find it online as majority of them used number to gauge the progress.

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      @@daxteoh27 I would have to try it out myself. I have moved on to other videos now. So this will not be anytime soon.
      I do have a video on multi-step approval coming tomorrow with more formatting tricks.

  • @reecedunn5837
    @reecedunn5837 2 роки тому

    Hi Reza, amazing video really easy to follow. I need help though. I've managed to get the Approval timeline to appear correctly, however when I click on the timeline it shows the grey box with "=if(Approvalstatus]!='New',[$Approvalcomments],'No History Available'. The choices and Approval status column match the ones in the video. The only thing I cannot find in your video is [$Approvalcomments] which I did not create due to it not being in the steps. Where can I link approval comments into the list?

    • @reecedunn5837
      @reecedunn5837 2 роки тому

      I've manage to show No History available - Now it is not showing the audit trail when 'Pending' or 'Approved'

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Video description has link to download sample App + the link includes the schema of the list to be created. Give that a try.

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Video description has link to download sample App + the link includes the schema of the list to be created. Give that a try.

  • @ChandraChandra-wx9em
    @ChandraChandra-wx9em 3 роки тому

    Thank you so much Reza. How do we do the chat with Approvers on the column formatting

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      Video description has link to download the JSON samples from my GitHub repo.

    • @ChandraChandra-wx9em
      @ChandraChandra-wx9em 3 роки тому +1

      @@RezaDorrani thank you!

  • @oluwatobiyusuf
    @oluwatobiyusuf 3 роки тому +1

    Thanks so much Reza. I gained a lot

  • @PremKumar-sc7pv
    @PremKumar-sc7pv Рік тому +1

    Hi @Reza.... I really appreciate the effort put in by you to create this video. With help of this video I was able to create a similar flow to fulfil my requirements. Thanks.
    After creating the flow, I am facing a scenario for which I need your support : Lets suppose, If there are 2 approvers and first approver approves the request (without putting any comments .i.e. comment field is empty) and second approver rejects the request (without putting any comments .i.e. again comment field is empty), then as per the flow we will not come to know which approver rejected the request as Approval Timeline column will show that request is rejected and in comments field we will get no information as it will be empty as both approvers did not put any comments.
    Is there a way out by which we can display the information under "Approval Timeline column" in a way which shows clearly which approver accepted the request and which approver rejected the request without making comments field set as a mandatory field for approvers.

    • @RezaDorrani
      @RezaDorrani  Рік тому

      The approval name, decision and comments are all recorded in timeline. Comments is optional.
      Timeline would still show who approver is and what decision they have taken.
      Video description has link to download the flow. You can give that a try and check this in action.

    • @PremKumar-sc7pv
      @PremKumar-sc7pv Рік тому

      @@RezaDorrani thanks for your prompt response. Ok. Let me try again.

  • @ladybates9976
    @ladybates9976 9 місяців тому

    I've used your video to perfect our approval flow. It worked great! Unfortunately, I've been tasked with changing the approvers list. I need the flow to be assigned to one user, and upon approval, it's sent to another user. I can't figure out how to change it without breaking the rest of the flow. Please help

    • @RezaDorrani
      @RezaDorrani  9 місяців тому

      I have done many approval videos (check approval playlist). You can mix and match logic from multiple videos.

  • @florianboncay
    @florianboncay Рік тому

    Rezza, what if the approver comes from a column, each document/item has its own approver. Could you create a tutorial on that? Thanks in advance.

    • @RezaDorrani
      @RezaDorrani  Рік тому +1

      I make videos when I receive multiple requests on a topic. Every quarter I ask subscribers for topic suggestions on Community Tab of my channel. Most voted topic ideas get added to my backlog. Make sure to suggest this idea whenever the next topic suggestion post is out.

  • @tetsuyakawahara4150
    @tetsuyakawahara4150 3 роки тому +1

    Amazing!! Thanks for this great video🤩😆😍

  • @PremKumar-sc7pv
    @PremKumar-sc7pv Рік тому

    Hi @Reza
    Thanks for sharing such an insightful video.
    I have a query : You created "Approval Timeline" column as "Multiple lines of text field" but in my case when I create the column as "multiline text field" it is showing a hyperlink named "View Entries" by default as per MS feature and only If I click on it, I am able to see the Approval History comments which I have appended through Power Automate Flow.
    Could you please guide me how can I rid of this hyperlink "View Entries" and directly show the comments on my main SharePoint List view page instead.

    • @RezaDorrani
      @RezaDorrani  Рік тому

      My column does not have append query turned on. I think it does that for version enabled scenarios.

    • @PremKumar-sc7pv
      @PremKumar-sc7pv Рік тому

      @@RezaDorrani Thanks for your prompt response. Yes I have used Append feature while defining the column.
      But what did you mean by : “Version enabled scenario” ?

    • @RezaDorrani
      @RezaDorrani  Рік тому

      @@PremKumar-sc7pv Turn off append query and try.

    • @PremKumar-sc7pv
      @PremKumar-sc7pv Рік тому +1

      Ok. Got it. Thanks Reza 👍🏻

  • @raghukalyan7126
    @raghukalyan7126 Рік тому

    Hi Reza it is a great video, do you have a video on "Dynamic Approval Workflow for SharePoint list" in this video topic starting from 13:33 hh:mm. I would need a detail video to implement in one of my projects. If you have one could you please share it in channel.

    • @RezaDorrani
      @RezaDorrani  Рік тому

      Thanks. Please check the playlist on approvals on my channel. It has around 17 videos. I have covered this in one of them.

  • @amir_aslam07
    @amir_aslam07 Рік тому

    Hi Raza, Exactly at 9:53 time in this video when you select responses approver and it's applied once, what we should choose when we have multiple approvers, in my case I have VarApprover.
    2nd Thing what will be the expression for Time Taken, the one you mentioned its doest work
    Please reply it's urgent, Thank you!

    • @RezaDorrani
      @RezaDorrani  Рік тому

      Video description has link to download sample flow. You can check all the code in it.
      I have not come across the issue you are mentioning, hence I am not sure on what the fix is. Best to post your issue with screenshots on the forums at powerusers.microsoft.com

  • @revatichaudhari1694
    @revatichaudhari1694 3 роки тому

    Hello Reza it is just awesome but this is not valid for multiple stage approval.
    Am I right?

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      You can apply this to any approval type.

  • @BlueTheory-g8b
    @BlueTheory-g8b 9 місяців тому

    Hi Reza! I would really appreciate your help, at 15:20 I see that the "Responded at:" has an expression that I do not know. Currently my "Responded at:" has an dynamic content of the Responses Response Date but it shoots it out the sharepoint in a yucky format such as 2024-01-04T03:15:44Z. What did you write in the expression to concat the response response date to be in the easier format of M/dd/yyyy H:mm ? Thank you!

    • @RezaDorrani
      @RezaDorrani  9 місяців тому

      Hi,
      This video was done a while ago and I do not remember the specifics. Please check video description and see if there is any link to download sample.

  • @kdduroshola8685
    @kdduroshola8685 3 роки тому

    I actually created an approval library before I saw this - does it have to be a list?

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      It can be a Library as well. Check ua-cam.com/video/c4a3_VUDwk0/v-deo.html

  • @wallersdelight
    @wallersdelight 3 роки тому +1

    Hi Reza, is it possible to add a CC Email in the Approval workflow?

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Great question. You have me stumped :)
      I would say No.

  • @jakepribble338
    @jakepribble338 2 роки тому

    Thank you Reza! - I have a question please - I cannot find the expression formula you are referring to - to copy from your link - that will show the "Time Taken" by using that tick command. I looked at the link but it does not seem to have hte specific string to copy for this specific video. Can you help point me to that line? Thanks

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Video description has link to download the flow. Flow includes all the expressions.

    • @troybrown5138
      @troybrown5138 2 роки тому

      @@RezaDorrani Thank you for the reply! I did try that but for some reason when try to import the package, the button to actually import is greyed out - not sure why. I will give that another try. Thanks again! :)

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      @@troybrown5138 Button will become active once you have all the connectors related to flow configured. It will be at bottom of flow import page once you upload zip file.

  • @luistorresg.3228
    @luistorresg.3228 5 місяців тому

    hi, great channel . can u help me. how convert time zone for this output " Responses Response date" ..thx u

    • @RezaDorrani
      @RezaDorrani  5 місяців тому

      Thanks!
      I have not done a video on that so not sure.
      I will recommend checking or posting your query on forums in case someone has experienced something similar powerusers.microsoft.com

  • @cassiosnoop
    @cassiosnoop 3 роки тому +1

    hello Reza you can make a video teaching how to make a pop up ?
    example: when someone access the page comes a welcome pop up

    • @RezaDorrani
      @RezaDorrani  3 роки тому +1

      This one is already it my backlog.
      I will give it a higher priority.

    • @cassiosnoop
      @cassiosnoop 3 роки тому +1

      Cool Thank you

  • @MrMikeDK
    @MrMikeDK Рік тому

    Hi Reza, Thanks for a nice video. But where is step by step of the "Approvers Array" + "Approvers Person Array" + "Approval Comments". Could you please share

    • @RezaDorrani
      @RezaDorrani  Рік тому

      I have done 17 videos on approvals. All of them are in my approvals playlist + video description has link to download sample flow.

    • @MrMikeDK
      @MrMikeDK Рік тому

      @@RezaDorrani Could you point out one video, where you have step by step for "Approvers Person Array"

    • @RezaDorrani
      @RezaDorrani  Рік тому +1

      @@MrMikeDK Its in that playlist. You will need to look through it as I do not remember which one.

  • @vishaltan3804
    @vishaltan3804 2 роки тому

    @Reza, Could you please tell us if we have more than 3 status then how we can decide pointer position. Like New, In progress, Pending, Rejected, Approved, On hold etc.? Here we are using center, left alignment but ho we can achive this withou alignment.

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      In that case you would have to use some relative positioning.
      Check width of element, divide by number of status and accordingly apply margin.
      I have not tried this scenario though.

  • @GEORGE93095
    @GEORGE93095 2 роки тому

    Hi Reza, Can this approval timeline be imlement to a document library or are there any restrictions?

  • @akshay._.solanki
    @akshay._.solanki Рік тому

    Hi Reza,
    in the append comments variable step, what is the syntax of the function you are using to check if it is approved or rejected?

    • @RezaDorrani
      @RezaDorrani  Рік тому

      I believe all the code (flow and json) is shared in video description

    • @akshay._.solanki
      @akshay._.solanki Рік тому

      @@RezaDorrani I tried to import your flow solution from the github but there is a file missing in the zip which is throwing an error in Power Apps

    • @RezaDorrani
      @RezaDorrani  Рік тому

      @@akshay._.solanki A lot of folks have installed it without issues. Not sure why it is happening in your scenario.

    • @akshay._.solanki
      @akshay._.solanki Рік тому

      @@RezaDorrani The solution file is invalid. The compressed file must contain the following files at its root: solution.xml, customizations.xml, and [Content_Types].xml. Customization files exported from previous versions of Microsoft Dynamics 365 are not supported.
      This is the error message I am getting

    • @RezaDorrani
      @RezaDorrani  Рік тому

      @@akshay._.solanki I dont think its a solution file. Its just the flow.

  • @muhammaddzakysyahputra6714
    @muhammaddzakysyahputra6714 2 роки тому +1

    mr.Reza wanna ask something, in this case ( start and wait approval everyone must approved ) if the approver one rejected it. how to make it automatically change the status to reject ? ( not waiting for approvars 2 for respon )

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Change the approval type to “first to respond”

    • @muhammaddzakysyahputra6714
      @muhammaddzakysyahputra6714 2 роки тому

      @@RezaDorrani how about in this condition mr.reza
      1. if approval 1 rejected, so the item will go to reject
      2.if approval 1 approve, and then we need for approval 2 for approve. if approval 2 approve so the item will be approved otherwise if approval 2 rejected so the item will go to rejected

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      @@muhammaddzakysyahputra6714 For that you need to create a serial approval pattern.
      Check multi step approval workflow video on my channel

  • @HinaGeo
    @HinaGeo 2 роки тому

    Thank you so much for the other great video. Can you please guide me if I unselect approver comments from my view then comments do not show on the timelines card? In your video, the approver comments are not showing in view but showing properly on the timelines card so please guide. Thank you so much again.

    • @HinaGeo
      @HinaGeo 2 роки тому

      Will it solve the problem if i write flow history in the time lines column instead of Approver comments and then specify the time lines field in json?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      It must be a part of the view (is in my case as well, may be column is on right of screen so not visible).

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      It could but logic would change.

    • @HinaGeo
      @HinaGeo 2 роки тому +1

      @@RezaDorrani Thank you so much for your reply.

    • @HinaGeo
      @HinaGeo 2 роки тому +2

      @@RezaDorrani I formate Approver comments column using the same JSON and it did the work. So either apply the JSON on approver comments or add/update comments in Timelines column both will work.

  • @niklassimacek6424
    @niklassimacek6424 2 роки тому +1

    Hello Reza,
    first thank you for your great video! I got a problem with the jason formating with the file you friendly shared at gridhub.
    For the "Approval Timeline" i did everything as mentioned but the text is not getting displayed. Is there something i have to add in the formating?
    Greetings from Germany, you're the best!

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Thanks Niklas.
      You need to ensure the columns used in JSON formatting are part of the list view (they must be shown in the view).
      Another reason could be the internal names of your columns.

  • @pawanmishra6549
    @pawanmishra6549 3 роки тому +1

    Thanks for sharing Reza 👍👍

  • @muhammednaseefmuttoon2905
    @muhammednaseefmuttoon2905 3 роки тому

    Hi Reza, Hope you are doing well.
    I have a question, we have a document library with folders for each request and now it's more than 2000. and giving delegation warning while filtering the items and the attachments are not showing for each request.
    how to filter this without delegation warning from the document library.
    thank you.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Check ua-cam.com/video/TmRFAP7xTwk/v-deo.html

  • @paulinak1452
    @paulinak1452 2 роки тому

    Hi Reza, from your video "Power Automate Multi Level Approval Workflow | Serial Approval | Multiple Approvers" where in this flow would I input the Add to comments array, join? I tried to place it after the condition if length is equal to VarCounter under the If yes branch but this seems to not work

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      Add to comments array must be right after the approval decision is taken .
      Join will be after the approvers loop is done.

  • @wildmanneu
    @wildmanneu 3 роки тому

    Hi Reza, I'd have some issues need your help:
    1. Can you share me the if expression in "Append array to Approver comment". I used the expression to get the decision from each approver.
    2. Approver comment when click the button in Approval timelines only seen for current ticket, the previous show blank window.
    Thanks.

    • @RezaDorrani
      @RezaDorrani  3 роки тому

      Video description has link to my GitHub repo which includes the flow + the column formatting JSON.
      Give it a try and see if it helps.

  • @sarahjordan8746
    @sarahjordan8746 2 роки тому

    Hello Reza, thank you for these videos. I am having an issue where my card is showing "

    • @RezaDorrani
      @RezaDorrani  2 роки тому +1

      You are probably using a rich text multi line column. Video showcases multi line text column without rich text enabled.

  • @Cynikill
    @Cynikill 2 роки тому

    Reza, I am trying to recreate your flow (cutting and pasting where possible), and for step 8 (updating the item) I am using a SharePoint update item, I select the site address, list name, and then for the ID, it gives me the option to select from the "Get Items Department Task" or "When an item is created" - when I select either one of those it nests it in a new "Apply to each" function and adds "Select an output from the previous steps" where it adds "(Sharepoint)value - Am I doing something incorrect here?

    • @RezaDorrani
      @RezaDorrani  2 роки тому

      May be :) I will have to look at your flow in action to provide any guidance. I would recommend to post your issue/query with screenshots on the forums at powerusers.microsoft.com.

  • @FabianoSchimidt
    @FabianoSchimidt 7 місяців тому

    Reza, in the "Add to comments array" step (15:15), I'm getting an error when running the flow: The variable 'varApprovalComments' of type 'Array' cannot be initialized or updated with value of type 'String'. The variable 'varApprovalComments' only supports values of types 'Array'. What did I miss?

    • @RezaDorrani
      @RezaDorrani  7 місяців тому +1

      I don’t know what you missed as I have not come across this issue.
      Video description has link to download the flow. You can give that a try.

    • @FabianoSchimidt
      @FabianoSchimidt 7 місяців тому +1

      Nevermind, I've found the answer. I replaced the "set variable" action with an "append to array variable" and it worked! Thanks a lot!!