Paused the video for a quick to say Thanks. Ok, back to watching.

@RezaDorrani

3 жыл бұрын

😊 thank you

This is an exceptional tutorial and much appreciated! Excited to implement for our PO process! I am amazed at how generous some people can be with sharing their knowledge!

@RezaDorrani

2 жыл бұрын

You are most welcome! Welcome to the most generous channel 😊

This is the best video out there on this topic. You are so clear and articulate and easy to follow. Appreciate your work.

@RezaDorrani

Жыл бұрын

Wow, thank you!

Excellent! You helped me with a customer. Great explanation and very clear every step (something that is not usual on KZread). Thanks!

@RezaDorrani

2 жыл бұрын

Glad to hear that! Thank You for the feedback and thanks watching the video.

This video was brilliant. Thank you very much for demonstrating the functions of the document library as well as linking it with a Flow. Well done mate 👍

@RezaDorrani

Жыл бұрын

You're very welcome!

simple and neat combo of content approval with flow approval action. Thanks for sharing and appreciate including trigger condition to save flow API call !

@RezaDorrani

3 жыл бұрын

Thanks for the great feedback.

I'm new to Sharepoint and all the Power Platform tools. This is not your first video I watch and I have to say that they are very well explained and useful for a beginner. Thanks!

@RezaDorrani

2 жыл бұрын

Glad to hear that! Thanks for watching and liking the videos.

You are an excellent instructor. Concise and complete. Thank you for these videos.

@RezaDorrani

6 ай бұрын

Glad you like them!

you are best of the best. a refresher after 3 years .:)

@RezaDorrani

9 күн бұрын

Glad to hear that

Your videos are great. Realistic use cases and very clear explanations. Thanks a lot.

@RezaDorrani

2 жыл бұрын

You are most welcome.

Both Comprehensive and Clear as always. Thanks Rezza Dorrani, you've been a huge help

@RezaDorrani

2 жыл бұрын

Thank you for the amazing feedback

Thank You for this. This was just the level I needed to make the transition from SPD to Flow for approvals.

@RezaDorrani

2 жыл бұрын

Glad to hear that

This is exactly what I needed!! Thanks Reza. Great video. So easy to follow along.

@RezaDorrani

2 жыл бұрын

Great to hear!

Excellent tutorial. Thank you for taking the time to explain it so thoroughly.

@RezaDorrani

2 жыл бұрын

You're very welcome!

Really great video, Reza! I'm now committed fully to the power platform with my job at Quisitive and have started the certification process. I miss you more here all the time!

@RezaDorrani

Жыл бұрын

Awesome! Excited to know you are working fully on the power platform. I miss you’ll as well.

Excellent video Reza. 10 out of 10... well spoken and a very good demo!

@RezaDorrani

2 жыл бұрын

Thank you!

Thank for your step by step guide which is very easy to follow and understand. Appreciate your efforts in contribution to others.

@RezaDorrani

3 жыл бұрын

Glad it was helpful!

Thank you, sir! After watching your videos, I am trained in MS PowerApp, MS Sharepoint. Thanks a lot sir!

@RezaDorrani

2 жыл бұрын

Your most welcome!

Awesome Reza! Thanks a million for those great tutorials. I am a big fan -Thumbs up!!

@RezaDorrani

2 жыл бұрын

Thank Anthony. Appreciate the support and thanks for watching and liking the videos.

@RezaDorrani

2 жыл бұрын

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

Seems no matter what I am looking for you have a video. Thank you for making this content and for making it available to everyone.

@RezaDorrani

Жыл бұрын

My content is driven from subscriber requests. I listen to signals. Most requested topics are my favorite signals :)

Great video, very helpful. Exactly what I was looking for. Thank you!

@RezaDorrani

2 жыл бұрын

Great to hear!

A simple solution for a modified file approval ! This worked for me like a charm 🙌

@RezaDorrani

2 жыл бұрын

Excellent!

Great. Thanks Reza for the step-by-step guide.

@RezaDorrani

3 жыл бұрын

My pleasure!

Exceptional tutorial with excellent detailed guidance. JAK for continuing to share your wealth of knowledge.

@RezaDorrani

3 ай бұрын

Much appreciated!

Thank you so very much! This was very easy to follow and helpful!

@RezaDorrani

2 жыл бұрын

You're very welcome!

Fantastic tutorial. Love your approach.

@RezaDorrani

3 жыл бұрын

Thank you

excellent video, very help ful to show our users how the approval feature works in sharepoint!

@RezaDorrani

4 ай бұрын

Thanks

Thanks Reza...Your expression tricks was super helpful...👍 Keep posting such wonderful videos...🙏

@sathiishsonaawane2656

3 жыл бұрын

Also can we stop Contributors from editing metadata or reupload approved files?...to stop them editing approved data, I created flow to 1st remove all access to approved files and then provide fresh read only access to those files. Is it correct method ?

@RezaDorrani

3 жыл бұрын

My pleasure 😊

@RezaDorrani

3 жыл бұрын

That is correct. You would have to play with permissions.

Great tutorial. This was exactly what I was looking for! Thanks Reza!

@RezaDorrani

2 жыл бұрын

Most welcome!

@olegguriev892

2 жыл бұрын

@@RezaDorrani One question I got just now is how to modify the process so it would also deal with folders? It's just now, if I copy folder with files I'm able to submit files for an approval, but not the folder. As a result, files change status to Approved and folder shows as Pending.

@RezaDorrani

2 жыл бұрын

@@olegguriev892 I have not done much work with folders. I will recommend checking on the forums powerusers.microsoft.com/ in case someone has done something similar.

@olegguriev892

2 жыл бұрын

@@RezaDorrani Thanks Reza!

I tried and it is working beautifully :) Reza is amazing :)

@RezaDorrani

Жыл бұрын

Great to hear!

Thank you so much for this tutorial. It's exceptional.

@RezaDorrani

Жыл бұрын

You’re most welcome

Reza this is great!, thank you your, videos are very helpful!

@RezaDorrani

3 жыл бұрын

Thanks Chad

thank you for this easy to follow and great tutoial!

@RezaDorrani

2 жыл бұрын

You are most welcome

Thanx again, great stuff as always !!

@RezaDorrani

2 ай бұрын

Most welcome

Fantastic and what a coincidence, Gareth and myself were working this exact same situation this today, what our trigger method was to use a For Selected File and use a formatted column using JSON to act as the button to trigger our approval flow. :). For a Select File, it allows you to present a message box for the Requester and likewise can allow you to respond to the Requester who triggered the approval request (bit like last modified by). What we learnt was to just take advantage of the built-in capability for Content Approval in a document library/list.

@RezaDorrani

3 жыл бұрын

Great! Like minds think alike :)

@gauravk1987

3 жыл бұрын

@@RezaDorrani Great Video. What can be done if multiple users need to see the file which is in draft state before it is sent for approval? Can we implement the same workflow then?

@RezaDorrani

3 жыл бұрын

@@gauravk1987 Draft status can only be viewed by user who uploaded file and site collection admins. I don’t think this concept will work for multiple users.

@gauravk1987

3 жыл бұрын

@@RezaDorrani Thanks Reza I actually changed the draft security to everyone and seems like your work flow still works with it. Thank you. Is there any way to declare an item as record that could be added as a step in the end of this flow so that the document will get locked after its approved? I looked at Plumsail SP but couldn't figure it out. Any info would be appreciated.

@RezaDorrani

3 жыл бұрын

@@gauravk1987 Ideally draft security should only be visible to the user who created the item :) I believe there are APIs to declare item as a record in flow. You should use the new Labelling concept to set item as record. Check Joanne Klein's blog.

Excellent. Thank you so much,Reza!

@RezaDorrani

Жыл бұрын

You’re most welcome

Yes Very good , This is a new concept about data security that we can do that not just a lock it as we do so far .

@RezaDorrani

2 жыл бұрын

Thanks

Hi Reza, you legend! Love your videos!

@RezaDorrani

3 жыл бұрын

Thanks Joel

Absolutely fantastic, thank you for sharing this.

@RezaDorrani

2 жыл бұрын

Most welcome!

Reza you are legend ! We cannot thank you enough for all of your great work.

@RezaDorrani

2 жыл бұрын

Thank you for your kind words but I am no legend.

Clear video demonstrating the approval flow. very useful. Except I am getting a bad gateway error at set content approval status.

@RezaDorrani

7 ай бұрын

I have not come across this issue 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

Thanks Reza for sharing such useful content...

@RezaDorrani

3 жыл бұрын

You are most welcome

Thank you Reza for creating this.

@RezaDorrani

3 жыл бұрын

Thanks for watching Robin

That was a wonderful vid, Thanks bro !

@RezaDorrani

4 ай бұрын

My pleasure!

Excellent thorough explanation Reza. Thanks for taking the time to share your process. The only thing I would recommend is to check into the quality of the images. They are quite blurry and a bit hard to read. Thx

@RezaDorrani

2 жыл бұрын

Thanks Perry. I would like to know which images are you relating to? Video is loaded in full HD.

Thanks for creating video it is very useful for my current project

@RezaDorrani

3 жыл бұрын

Glad to hear that

Reza, you are the man!

@RezaDorrani

2 жыл бұрын

Thanks

thank you Reza. Brilliant ⭐⭐⭐⭐⭐

Great video, thanks Reza

@RezaDorrani

7 ай бұрын

My pleasure!

thank you for explaning soo well

@RezaDorrani

2 жыл бұрын

Thanks for the feedback and thanks for watching

So glad I found this gem! Thank you so much for this super informational video! Will subscribe to you now.

@RezaDorrani

2 жыл бұрын

Thanks for subbing!

@verleengonzales4562

Жыл бұрын

@@RezaDorrani Hi Reza! Just a quick question, do you know how can I automate the step of when the file/item has been approved, it should be moved to another navigation bar in sharepoint? i.e. New Submission Navigation > Approved > Submission Queue Navigation Thanks!

@RezaDorrani

Жыл бұрын

@@verleengonzales4562 Nav bar would be either a folder or another library related. There are ways to move files but I have not done videos on those. I will recommend checking on forums at powerusers.microsoft.com in case someone has done something similar

Nice and usefull. Thank you very much.

@RezaDorrani

3 жыл бұрын

Thanks David

Thank you and well done.

@RezaDorrani

Ай бұрын

Most welcome

Thanks Reza, very clear instructions. I have two questions, 1. when the approver is viewing the document, is there a way to see what changes have been made? 2. what happens if you have multiple people modifying the document and submitting their changes for approval. Is there any lockout on a document that is in draft state by someone else to prevent issues with multiple people editing the document?

@RezaDorrani

2 жыл бұрын

1 - Approver can check the version history of the document in SharePoint. That will provide all the details. 2 - You have the option to check out a document as well. That prevents other users from making changes until checked in. Both of the above are SharePoint features.

u are awesomeee!!!

@RezaDorrani

2 жыл бұрын

Wow! Thanks :)

Awesome video Reza. Thanks so much for this - timely and apt. Can this be cascaded to multiple levels of approvals ?

@RezaDorrani

3 жыл бұрын

Yes, absolutely. You can design any approval pattern of your choice.

Awesome. Thanks 👍

@RezaDorrani

3 жыл бұрын

Thanks

Thanks a lot Reza!!

@RezaDorrani

3 жыл бұрын

Thanks for watching

I can't wait to eventually implement approvals for SharePoint, once I get the basics of PowerApps down.

@RezaDorrani

Жыл бұрын

I have a full playlist on approvals on my channel covering various scenarios.

You are a genius

@RezaDorrani

2 жыл бұрын

Wow! Thanks.

Hi Reza, great job on your videos...thank you! I do have a follow-up question, if I may: I'm building a document approval triggered by uploading a document to a specific SharePoint folder. I'd like to prompt the uploader, at inception, for three users; they represent the second and third recipients of the approval workflow and the third just receives an email with a copy of the document that was uploaded.

@RezaDorrani

2 жыл бұрын

You can use the for a selected file trigger-based flow. In trigger action you can add input for 3-person selection. Something like kzread.info/dash/bejne/ZHykm6WNlJvggbg.html

Great video. . .

@RezaDorrani

3 жыл бұрын

Thanks

Dear Reza, thank you for your clear video. Do you know how to make the approval/rejection comments show up in the versioning history of a file? This would be really helpful. Kind regards, George

@RezaDorrani

2 жыл бұрын

I have not tried that. One alternative would be to write those comments in a separate column so it shows in version history.

Great tutorial! Thank you. I love it. Quick question, particularly related different statuses. After it is uploaded and in draft and then selected for Submit for Approval and goes into Pending. Is there a way I can have it say "In Review" if it is in the approval process? Or would i just replace the "Pending" to "In-Review"?

@RezaDorrani

8 ай бұрын

Most welcome! Oh its been a while that I have done this. Do not remember the video :) Approval Status is an inbuilt column. You can always add another column and show different statuses there.

very helpful

@RezaDorrani

11 ай бұрын

Glad to hear that

As always, this is a great video Reza around the document approval. Why is that Etag required in the flow? Without which the document status will not set to be approved?

@RezaDorrani

3 жыл бұрын

ETag is part of the file properties which are stored together with the file and is required for tracking content approvals in documents & pages.

Another great video, Reza. A lot of interest in this topic as indicated by the number of comments! Just a question. Will the last Major version of a file be shown to a user with view permissions or will it not be visible at all if in draft (minor version)?

@RezaDorrani

Жыл бұрын

Last Published Version only!

Thanks!

@RezaDorrani

2 жыл бұрын

Welcome

Great video thanks Reza, just a few questions: 1. After approval status has been completed, what prevents anyone from editing an item and upload/remove attachment on an item? Can only owners edit/delete items? 2. From audit compliance perspective, any additional settings needed for compliancy?

@RezaDorrani

2 жыл бұрын

1 - If requirement is not prevent further updates, then you could either set item level permissions (make item read only) or move it to a different list (read only data) 2 - You can track entire approval process via flow + versioning of item will provide full details.

Thank you Reza for sharing 'Approvals' in simple terms. Makes it easier to implement.

@RezaDorrani

3 жыл бұрын

Glad it was helpful!

Really enjoy all your tutorials. Question related to this example. Is there a way I can call/invoke the "Submit for approval" from Power Apps? As is, I have to manually select a document and then select "Submit for approval" before the flow execute. Thank you :)

@RezaDorrani

10 ай бұрын

Thanks! I dont think there is a direct option to do so from Power Apps. You would need to create a flow that triggers from Power Apps and then implement similar pattern for flow.

thank you Reza, beautifully explained. What if I want the document to be sent to an external email (eg. supplier) once it's been approved?

@RezaDorrani

3 жыл бұрын

You could use flow to send the file as an attachment to the external user by using the email connector.

Hi @Reza, Thanks for the sharing the content on power automate approval! I have a question - Teams approval seems to be built out of PowerApps and would like to know how long the approved notification stays in teams ? I know power automate workflow is timeout after 30 days but I don't find any MS article on the retention of the approved alert in teams or in Power Automate.

@RezaDorrani

2 жыл бұрын

Approval notification stays in teams for life. The flow will time out after 30 days. If you need long running approval flows, then check kzread.info/dash/bejne/mmp5xI9_YLOceNY.html

@Reza Hi Reza, is there a way to send a form to a user trough flow to get some input values and then use those form responses to update metadata column values in a library? but those responses should only be tagged to a particular document. thanks

@RezaDorrani

2 жыл бұрын

Yes, possible. You could use adaptive cards. I did a live session last weekend on this feature. Here is the link - kzread.info/dash/bejne/noCt1cdvn5jRg7A.html

Thank you Reza for sharing. This is an excellent tutorial! One question: Is there a way to request the user to input the approver after the 'submit' button is pressed?

@RezaDorrani

Жыл бұрын

Look at for a selected item trigger in flow. Check approvals playlist on my channel. I have done 18 videos on approvals with various scenarios.

Thanks! What if multiple people need to approve the document? And allow them each to approve at their convenience, not in a specific order ?

@RezaDorrani

Жыл бұрын

Check my playlist on approvals. I have shown various approval patterns.

Great Tuto Reza. Now that you have an automated way to trigger your approval process. Do you know how I could remove the 'submit for approval' control in your top bar?

@RezaDorrani

2 жыл бұрын

I don't think we can hide that since it is a feature in SharePoint.

Thank you so much this was so helpful. Do you know if an email notification can be sent to a different person depending on the payee account? I created a column to show the account it should be paid from (Payee Account) as we have multiple accounts/locations, each location has a different approver?

@RezaDorrani

2 жыл бұрын

You could use a shared mailbox to send the emails.

Great tutorial Reza, thanks. I can't get the comments out to the email and SharePoint library. I get the response summary only. But when i watch your video, the comments you enter at 25:43 don't appear in the email at 26:45 or your SharePoint at 27:17, so maybe you could look at this again?

@RezaDorrani

3 жыл бұрын

The comments don't appear in email because I did not add the comments to my send email action. Check 23:00 onwards I did mention in video that I missed showing the part to add comments. If you want to learn more about adding approval comments then check my full playlist on approvals (it contains various scenarios where I used it) - kzread.info/head/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe

Great tutorial, thanks Reza! So thats a really nice out of the box feature, but how would you update metadata (e.g. approval date) AFTER it's approved? Cause then the status goes back to "Draft", is there a way to solve this?

@RezaDorrani

2 жыл бұрын

When an update is made it does go back to Draft. However, the users (who have read access) will see the last published version until the new draft version is Approved. That is the default behavior of the Content Approval feature.

@Reza you are the best, I learn a lot with your videos. I am facing a demand: Client wants approve in batch and it would be the best approach (current I set buttons for each row to either accept or reject), however, the problem I notice is: #1 We are limited to accept this 3 status only (Approved; Rejected; Pending); #2 After 'Approved' or 'Rejected', the command for it is still available, so the approver can modify their response at any time, and it has an issue, because sometimes people wait for some approval so they can maintain a data, for example, and in this case would not be useful. Having said that, do you recommend anything in order to avoid these issues above ?

@RezaDorrani

2 жыл бұрын

#1 Approved, Rejected is related to the SharePoint "Approval Status column". In flow approval action, you can use custom approvals and add your own buttons. #2 Depends on the approval flow pattern you define. I will have to get a complete picture of your entire scenario to provide any guidance. I have an approval flows playlist which includes many use cases. It might help - 7_jq_Aipe

Thanks Reza! We learn so much from you always!! Could you please explain how to notify users that a certain document is reaching its expiry and automatically unpublish the document or page using power automate

@RezaDorrani

2 жыл бұрын

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.

@nicoleq146

2 жыл бұрын

@@RezaDorrani I need this too please :)

@RezaDorrani

2 жыл бұрын

@@nicoleq146 Noted! I have topics with over 20 requests that is in my backlog. I will need a lot more folks requesting this.

@brownlkt

2 жыл бұрын

@@RezaDorrani I need this as well please 🙂

@raywhite8591

2 жыл бұрын

I'd also be interested in this topic

EXCELLENT video! One question, is there a way to add a step for digital signature to get the order approved? I mean the approver sign the doc, then got approved. Thanks!

@RezaDorrani

3 жыл бұрын

You would need to integrate adobe sign into your flow to get digital signatures.

Reza, great video, however, if you are using Project Online and build an Automate for the Risks list or the Document Library in the Project Site template when you provision a new Project Site how do you provision the Automate on the new Project site. When you are using SPD it is embedded in the Site Template but logically and in practice it won't work because the Automate is looking for a specific list or library on a site. Thoughts?

@RezaDorrani

Жыл бұрын

I have never used project online, so not sure. I will recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.

Hi Reza, great video!! I have a question regarding editing a document DURING (not before) the approval flow. In our scenario, a user submits a document for approval. The approver needs to be able to review the document from the email and make changes to the document where needed before the request will be approved. Once the changes are made, the approver will approve the request from within the email. As changes to the document are made during the approval flow, the “Approval Status” of the document is set from “Pending” to “Draft” and not “Approved” Is there a workaround to enable approves to make changes in documents and approve the submitted request? Many thanks in advance 👍

@RezaDorrani

Жыл бұрын

There is no workaround with this approach. You would need to avoid using "Approval Status" and create your own status column and track through that.

Hi Reza. Thank you for this video. I am currently using a basic approval workflow (start approval + wait for approval) for our organisational document control. Basically issuing documents to users to confirm they have read and understood internall process documents. My organisational requirement is to be able to log each approvers response as they come in. At the moment i am unable to track the responses until after 'wait until approval' function is completed. Is there anyway to track individual responses in real time? Ive created a seperate list for these responses but i cant seem to get it working. Thank you so much for your work Reza

@RezaDorrani

2 жыл бұрын

To log each response whil approval is ongoing - you would need to query Approval tables in dataverse (premium feature). I did show one query to approvals in dataverse to find out which user(s) have not responded so they get reminder emails. kzread.info/dash/bejne/jKmks5J6kqfSYKw.html

Thanks Reza

@RezaDorrani

3 жыл бұрын

Welcome Sir

Great Video Reza showcasing Approval Workflows in Power Automate. I want to ask if there is a video for the Power App development, that would be great as the app looks really awesome.

@RezaDorrani

3 жыл бұрын

There is no Power App in this video. It's all SharePoint & flow. You may be relating to my video on leave request application. I am working on a video on that as well.

@sumitkohli5550

3 жыл бұрын

@@RezaDorrani Yes I am sorry, I was about to delete the comment as I had commented on the wrong video. And yes I was referring to the Leave Request video which has a Power App for requestor and approver. Thanks for the update, eagerly waiting for that video.

@RezaDorrani

3 жыл бұрын

@@sumitkohli5550 No worries. I will have that video out by next week. I have never had so many requests for a follow up video :)

@sumitkohli5550

3 жыл бұрын

@@RezaDorrani Yes I can see that in the comments sections of the video and this would be really awesome as I can present the idea to my customers of a single power app for request creation and approval. You are really great. Thanks for all these videos with in depth details.

Hi Reza, Thanks for the amazing tutorial. I am working on something similar and would like to know if this would work if i had a list of multiple approvers and everyone must approve. Similar to the flow, you have built for approval of list attachment but instead using a doc library with multiple sub-folders. It would be of great help if you could help me out.

@RezaDorrani

2 жыл бұрын

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 I do have a playlist on approvals which may help - kzread.info/head/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe

Excellent Video Reza, thanks for uploading. I have a couple of issues with my workflow that I hope you can help me with. The 'Submit for approval' button is missing in my document library. Also the approval workflow triggers as soon as I upload a 'draft' document or update the metadata, although I have added the trigger condition: '@equals(triggerOutputs()?['body/{ModerationStatus}'], 'Pending')' as explained in the video to trigger when the approval status is 'pending'.

@RezaDorrani

2 жыл бұрын

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

@hannahmay3078

2 жыл бұрын

@@RezaDorrani Thanks for your quick response, Reza. I replicated the flow you created in the above video in Power Automate with no issues. The issues I have are in SharePoint. I will post the screenshots in SharePoint on the forum.

@RezaDorrani

2 жыл бұрын

@@hannahmay3078 Let me know what you find!

@hannahmay3078

2 жыл бұрын

@@RezaDorrani Hi Reza, the submit for approval button has reappeared. However, I seem to have an issue with the workflow in Power Automate. The approvers are getting notifications when the document is still in draft status although I have configured the approval to trigger only when the approval status is 'Pending'. Is this how the flow is supposed the work?

Hello Reza, Thank you so much for this video, it helped me to achieve wat I was trying but I have one question or query. When I'm trying to request for submission for multiple documents or items the 'Submit for Approval' option greyed out, I have to select each document one by one to submit this for approval. Is there any way we can submit multiple documents at same time?

@RezaDorrani

2 жыл бұрын

Currently, submit for approval is supported for single document only.

Thank you Reza for sharing. I have one urgent question. Is it possible for example in another column to display different text for the Approval, Pending, Draft text ?. Using a calculated column don't work according to docs.mcirosft.....Do you have a solution ?

@RezaDorrani

3 жыл бұрын

You can always maintain a different status column, the value for which you can populate from the Approval flow. Another option: May be you can add column formatting to the Approval Status column.

Hello Reza, Great video, very helpful. Exactly what I was looking for. Thank you! but I have one question - How to identify who approved a SharePoint document?

@RezaDorrani

2 ай бұрын

Most welcome! Flow action of approval has details of who approved the document. You can use that to store the information. I have done several approval videos showcasing that. Check my approval playlist.

This is awesome Reza but in my power automate, I couldn't locate the Trigger Conditions which you show at 15:12.

@RezaDorrani

Жыл бұрын

If you watch video from 15:00, I show how to get to it. It only works for the trigger action (first action in flow).

Great video tutorial! I have one issue and that is with the status of the document in SharePoint not updating to "Approve", any ideas why that might be? The flow doesn't give any errors and just times out when it gets to the "if yes" or "if no" branch. I get the approvals and I'm able to approve/reject.

@RezaDorrani

2 жыл бұрын

I will have to look at your flow in action to know about the cause of your issue. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

Great and informative content, Thank you for your time and effort. I have small query, How Can i Add external 365 user into Approval loop?

@RezaDorrani

2 жыл бұрын

I do not have a specific video on that. Check powerusers.microsoft.com/t5/General-Power-Automate/Approval-with-external-users/td-p/327840

Hi Reza! Thank you for your videos. Excellent job! I've followed all these steps (also build the PA workflow 3 times just to make sure) and the workflow doesn't simply start... Any ideas? Thanks in advance!

@RezaDorrani

Жыл бұрын

I have not faced this issue so not sure why it would not start. Try posting your issue with screenshots (flow trigger action) on forums at powerusers.microsoft.com

@smiguelc

Жыл бұрын

@@RezaDorrani I tested removing the trigger condition (Pending) and now the flow starts... I will try again the trigger condition.

Hi Reza...this is superb...thanks..is it possible to have digital signature over a document itself as and when the workflow is approved by any individual...?

@RezaDorrani

2 жыл бұрын

Possible but I believe that will require premium connectors. You could generate HTML and generate a PDF file with signature embedded. Check this video kzread.info/dash/bejne/d3V3zZejnLTFmrg.html

Hello Reza thank you! excellent tutorial. My flow works perfectly but my trigger/flow keeps running after it has been approved. How can I set the Power Automate flow to run only once after Sharepoint column has a value? Please assist, thank you.

@RezaDorrani

2 жыл бұрын

Check trigger conditions in flow. I would also recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

AAWW Reza, JAK for continuing to share your wealth of knowledge. I know you refer to Dynamic approvers, hence my use case scenario is, I may have up to 10 approvers, thus what are the options to design an approval WF and assign it all 10 [either serial or parallel] using the most efficient method. Back in the day, SP had an out of the Box WK where document owners were able assign all approves and email the approval task to assignees, is there anything similar using the Power Automate? Appreciate your guidance.

@RezaDorrani

2 ай бұрын

Thanks! There are options but not as straightforward as old school SP workflows. I will recommend checking my playlist on approvals (covers various scenarios)