This is great. I wonder if you can shed some light on chasing up approvers when using sequential approvals? Is there a way to automatically chase up the pending approver if they haven’t responded in, say, a week?
@@StephMarshall That'd be awesome! I have exactly that requirement at work - to create an approvals form with sequential approvers but to also nudge approvers if they are slacking rather than the requester remembering to chase approvers up.
Is it possible to update the sharepoint list after each stage of the approval process? I want to be able to update a sharepoint column (status) after each stage so users are able to see the approval status e.g. Waiting for CFO, Waiting for CEO, Waiting for Finance etc.
Unfortunately that's not CURRENTLY possible with Sequential approvals as it's treated as one step. You would have to do the other way of doing it with each approval step separately...but that might be in a future Microsoft update!
Great video. Is it possible to have that same formatting with the line breaks when inputting that into an email. When i am testing it all shows up as 1 line, but in the list file it has the breaks.
Awesome presentation. But having a query. Suppose if we have 2 review requests and both having dufferent set of approvers. How did v can resolve this? In case i we change the approve in between the 1st request thenit will impact the flow. Appreciate your response
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.
Changing the sequence in the flow *shouldn't* affect any flows currently in progress. Is this situation a one off or a normal occurrence, additional flows might be needed :-)
Hi Steph, Please note that during the 1st flow is running, 2nd flow initiated. Then an another duplicate flow initiated for the 1st flow. This is really confusing
Hi Steph : Scenario as follows: I have prepared the Sequential approval flow to review the Project invoices with 3 approvers as per the review sequence of Derick (1), Joseph(2), Mark(3). They are Dynamic approvers and saved these details in SharePoint "Approvers List" with sequential numbering. While this is in progress simultaneously I will submit an another Invoice review request with different set of approvers(Derick (1), George(2), Mark(3)) for the same project. But these approver details shall amend in SharePoint "Approvers List". So what I experienced that first flow got impacted and new flow initiated with updated approvers name (Derick (1), George(2), Mark(3)). As per my understanding if I will amend the "Approvers List" in SharePoint this will impact the flow, any suggestions.
Hi Steph, I enjoyed the video, and I’m curious if it’s possible in Power Automate to perform specific actions after each individual approval in a sequential approval flow. Here’s what I’m trying to achieve: 1. After the first approver approves, I’d like to record the approval time and the approver’s name in a Word document, then send this updated document to the next approver. 2. When the second approver receives the document and approves, I want to again update the document, now including both the first and second approvers’ details, before sending it to the next approver. 3. This process would repeat until the final approver, who approves and finalizes the document. My question is: Is it possible in Power Automate to perform specific actions after each individual approval response in a sequential approval, or are actions only possible after all approvers have responded? Thanks for your help! 😊
Unfortunately, as of today that's not possible using the oob sequential...I tried. That doesn't mean that it wouldn't be possible tomorrow though 😎 What you are looking at doing is absolutely doable using the oob start and wait for approval process it is just a bit more work for you :-(
I don't get how using the SharePoint list would solve the issue if Barron was out of the office. The flow would sit and wait for him before proceeding, correct?
I try to never attach files since then you have the potential to loose which version is the latest, use a link instead and the approvers can view the source document. You can also use deep linking and show the attachment in the app as in my CapEx App 😻
I’ll follow up on this question. I’m looking to create a approval flow similar to your example for invoices (pdf) saved in a Sharepoint document folder. I want to have weekly trigger for all the invoices in the folder, so that the approvers aren’t receiving emails for each invoice added to the folder. Btw: GREAT video!
What a great demo! I was able to use this to create a dynamic approval workflow. Thanks much, Steph!
I'm so glad it was helpful!! 😻
This is great! How can we add automatic reminders for the approvers?
Good question!
This is great. I wonder if you can shed some light on chasing up approvers when using sequential approvals? Is there a way to automatically chase up the pending approver if they haven’t responded in, say, a week?
That's a great idea for a video, I'll start working on it now! 😻
@@StephMarshall That'd be awesome! I have exactly that requirement at work - to create an approvals form with sequential approvers but to also nudge approvers if they are slacking rather than the requester remembering to chase approvers up.
While you were away from your PC, Supersluth spoke to Microsoft to fix the bug.
LOLOL! I have a coffee rule, if something isn't working that WAS and SHOULD be I walk away and get caffeine and it's usually working again ☕
Is it possible to update the sharepoint list after each stage of the approval process? I want to be able to update a sharepoint column (status) after each stage so users are able to see the approval status e.g. Waiting for CFO, Waiting for CEO, Waiting for Finance etc.
Unfortunately that's not CURRENTLY possible with Sequential approvals as it's treated as one step. You would have to do the other way of doing it with each approval step separately...but that might be in a future Microsoft update!
Is there a video on your Power App Form? How do I add the Approval Summary on a new screen?
I'll be recording a video on that soon!
Great video. Is it possible to have that same formatting with the line breaks when inputting that into an email. When i am testing it all shows up as 1 line, but in the list file it has the breaks.
I created a video with that solution tonight for members, it will drop for everyone tomorrow.
Awesome presentation. But having a query. Suppose if we have 2 review requests and both having dufferent set of approvers. How did v can resolve this? In case i we change the approve in between the 1st request thenit will impact the flow. Appreciate your response
Can you elaborate on your scenario? Do you mean different regions or different approvers?
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.
Changing the sequence in the flow *shouldn't* affect any flows currently in progress. Is this situation a one off or a normal occurrence, additional flows might be needed :-)
Hi Steph, Please note that during the 1st flow is running, 2nd flow initiated. Then an another duplicate flow initiated for the 1st flow. This is really confusing
Hi Steph : Scenario as follows: I have prepared the Sequential approval flow to review the Project invoices with 3 approvers as per the review sequence of Derick (1), Joseph(2), Mark(3). They are Dynamic approvers and saved these details in SharePoint "Approvers List" with sequential numbering. While this is in progress simultaneously I will submit an another Invoice review request with different set of approvers(Derick (1), George(2), Mark(3)) for the same project. But these approver details shall amend in SharePoint "Approvers List". So what I experienced that first flow got impacted and new flow initiated with updated approvers name (Derick (1), George(2), Mark(3)). As per my understanding if I will amend the "Approvers List" in SharePoint this will impact the flow, any suggestions.
Hi Steph,
I enjoyed the video, and I’m curious if it’s possible in Power Automate to perform specific actions after each individual approval in a sequential approval flow.
Here’s what I’m trying to achieve:
1. After the first approver approves, I’d like to record the approval time and the approver’s name in a Word document, then send this updated document to the next approver.
2. When the second approver receives the document and approves, I want to again update the document, now including both the first and second approvers’ details, before sending it to the next approver.
3. This process would repeat until the final approver, who approves and finalizes the document.
My question is: Is it possible in Power Automate to perform specific actions after each individual approval response in a sequential approval, or are actions only possible after all approvers have responded?
Thanks for your help! 😊
Unfortunately, as of today that's not possible using the oob sequential...I tried. That doesn't mean that it wouldn't be possible tomorrow though 😎
What you are looking at doing is absolutely doable using the oob start and wait for approval process it is just a bit more work for you :-(
@@StephMarshall Thank you for your response :) I will dig into this using the ootb approval features :)
I don't get how using the SharePoint list would solve the issue if Barron was out of the office. The flow would sit and wait for him before proceeding, correct?
If he was going to be out of the office the list would updated to not active and then he wouldn't be added to the approval flow variable.
There biggest drawback is sequential doesnt work with attachment files. Cant send file within the approval chain.
I try to never attach files since then you have the potential to loose which version is the latest, use a link instead and the approvers can view the source document. You can also use deep linking and show the attachment in the app as in my CapEx App 😻
How to add attachments in Sequential Approvals?
What sort of attachments are you looking to attach?
I’ll follow up on this question. I’m looking to create a approval flow similar to your example for invoices (pdf) saved in a Sharepoint document folder. I want to have weekly trigger for all the invoices in the folder, so that the approvers aren’t receiving emails for each invoice added to the folder.
Btw: GREAT video!
Super Floof seems like a micromanager