Power Automate Approval Workflow Basics

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  • čas přidán 31. 08. 2020
  • In this Microsoft Power Platform video, we will explore the flow Approval action in detail and cover Power Automate Approval Workflow Basics.
    Topics covered:
    ✔️Flow approval action basics
    ✔️Flow approval types
    ✔️Custom responses
    ✔️Get flow approval outcome
    ✔️Approvals on the go - Mobile App, Approvals dashboard & Email (Actionable messages)
    ✔️Approvals via Teams adaptive cards
    #ApprovalsCookbook #Flow #PowerAutomate #Approvals #flowapprovals #PowerPlatform

Komentáře • 448

  • @ricksegalCanada
    @ricksegalCanada Před 3 lety +39

    I think the subscriber number should be two decimal places to the right given the quality of your efforts. Truly outstanding work.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +4

      Thank you for your kind words.
      My focus is on providing valuable content and hopefully with time and word of mouth my subscriber base grows.

    • @briancanfield2968
      @briancanfield2968 Před 3 lety

      Agreed, he's the best on CZcams

    • @talhaiqb
      @talhaiqb Před 2 lety +1

      Your video are always great help. Keep up the good work 👏

  • @barbaraahnes513
    @barbaraahnes513 Před 3 lety +3

    Excellent! Love how you not only provide the how, but the context behind it. Really well done.

  • @solidpackpumpkin
    @solidpackpumpkin Před 2 lety +2

    You do a great job giving both an overview and detailed explanation and move at a nice quick pace but not too fast. Great job and thanks!

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      Thank you for the amazing feedback Jim.

  • @trivenimadivalasrinath820

    Best intro on approval process out there. Thank you, Reza.

  • @Billbear24
    @Billbear24 Před 3 lety +1

    Outstanding, absolutely love how you can just get information out your head into mine to understand with the least words possible!

  • @dallasbland1637
    @dallasbland1637 Před 2 lety +3

    Brilliant! Have been looking for tutorials with this kind of detail for a long time. Not only comprehensive but you speak quick a clear covering all the info without wasting time. You have a great understanding of what people need to know to get the job done. Very well done! Subscribed.

  • @arunrai2261
    @arunrai2261 Před 3 lety +1

    This " Post your own adaptive card as a flow bot to a user" is a new thing i got to know. Amazing work Reza ✌ thanks for this content. I appreciate it.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Thank you for watching and I really appreciate the amazing feedback.

  • @HazelChikara
    @HazelChikara Před 3 lety +1

    You are fast becoming my favorite. Awesome tut!!!!

  • @gustavomonne4921
    @gustavomonne4921 Před 3 lety +2

    As usual, very detailed explanation, I learned quite a few tricks, thanks again Reza and keep them coming.

  • @tomleeroy5847
    @tomleeroy5847 Před 2 lety +1

    really well done, I have been tinkering with this for the last week and you have really expanded the potential of the workflow I was developing. thanks a lot

  • @Collab365
    @Collab365 Před 3 lety +1

    This has been a huge help this week! Connor has been learning approval workflows

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Glad to hear that. Thanks for watching.

  • @Kimwenman
    @Kimwenman Před 2 lety +2

    This was so amazing and helped me figure out why my flow stopped after the first EVERYONE must approve. I didn't know to put the condition to Does Not Contain Reject - that made all the difference. Thank you so much for a great video and all the explanations!!

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      Glad to know the video is useful. Thank You for watching.

  • @nanettequevedo5625
    @nanettequevedo5625 Před 3 lety +1

    Hi Reza, thanks! I’ve learned a lot from most of your videos including this one. I will definitely apply this in my current project. Thanks so much!

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Glad it was helpful & best of luck with your project.

  • @Harsh.Parekh
    @Harsh.Parekh Před 2 lety +1

    You explain concepts in depth yet simple and elegant. Thanks Reza

  • @davidcusumano804
    @davidcusumano804 Před 2 lety +1

    Truly excellent explanation. It was very well structured and it is clear that you thought this out thoroughly before creating the video. Very well done. Very well executed.

  • @mohamedchakroun8689
    @mohamedchakroun8689 Před rokem +1

    I approve this video with comment "Excellent job, keep the good work!"

  • @vald2112
    @vald2112 Před 3 lety +1

    This is a great tutorial. I like your pace and confidence. Thank you for posting it.

  • @baldaniyahenik
    @baldaniyahenik Před 3 lety +1

    Very well explained !! Thanks for Sharing to larger community.

  • @MichaelDoran23
    @MichaelDoran23 Před 2 lety +1

    Thank you Reza, you are very thorough and excellent at what you do.

  • @tomr9969
    @tomr9969 Před 2 lety +1

    Helpful! Thanks for sharing, I will look for the other parts of this series now.

  • @coolbeing163
    @coolbeing163 Před 3 lety +1

    100 likes to this video. Great work Reza...thank you

  • @phenkusingh2952
    @phenkusingh2952 Před rokem +1

    This tutorial was wonderful. Exceptionally well presented.

  • @nihar4713
    @nihar4713 Před rokem +1

    as a novice it's really helpful how detailed you are and you explain clearly, looking forward to learn more

  • @DonaldWisch
    @DonaldWisch Před 3 lety +1

    WOW.. great video!!! Can't wait to try this. I've been looking for something like this for some time now.... flow approvals with multiple users and various ways to approve. The final piece to it is to get approvals from users outside of my organization which would be my clients.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Give it a try and let me know how it goes.
      I have a full playlist on flow approvals. Do check it out - czcams.com/play/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe.html

  • @sangbuithanh3401
    @sangbuithanh3401 Před rokem +1

    Thanks for making these detail expanation videos.

  • @andreasbiedermann
    @andreasbiedermann Před 3 lety +1

    Great introduction. Thanks Reza.

  • @BASEMFAWZY1
    @BASEMFAWZY1 Před 3 lety +1

    You are an AMAZING instructor :)

  • @musicpie3198
    @musicpie3198 Před 3 lety +1

    you are a God send ... everyday learning from your videos.. please keep the good work going

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Thank you for your kind words. A lot more coming on this channel.

  • @MrKlee777
    @MrKlee777 Před 3 lety +2

    I wish I found your CZcams channel earlier. I am watching lots of your video these days, and really appreciate it!!!

  • @mshirish7891
    @mshirish7891 Před 3 lety +1

    You are best at it. Thanks alot for sharing your knowledge. 🙏

  • @josephansah
    @josephansah Před 3 lety +5

    Such a good tutorial. If this is the basics, then the other videos have a lot to live up to.ha ha. Thank you.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Thank you 🙏
      Will try my best. I have a feeling it will live up to the hype 😊

  • @mallelajyothi9819
    @mallelajyothi9819 Před 5 měsíci +1

    Thanks for the video Reja😊

  • @sangbuithanh3401
    @sangbuithanh3401 Před rokem +1

    Thanks man, good demonstration videos.

  • @EricLAMIDIEU
    @EricLAMIDIEU Před 3 lety +1

    TY for your Sharing, Great tuto

  • @pratapsreekantannair9682
    @pratapsreekantannair9682 Před 2 lety +1

    Thanks Reza. This is very helpful.

  • @TheKermit2110
    @TheKermit2110 Před 2 lety +1

    Thanks for your excellent content and carefully paced guidance Reza

  • @knskabul6951
    @knskabul6951 Před 3 lety +1

    Really great and clear. thank you brother.

  • @gouravbagora2600
    @gouravbagora2600 Před 3 lety

    You are a Savior!! Thanks Reza.

  • @yogiepra
    @yogiepra Před 11 měsíci +1

    Your works are outstanding Reza.

  • @mpgrewal00
    @mpgrewal00 Před 2 lety +1

    really great detailed video.

  • @factsandreality6057
    @factsandreality6057 Před rokem +1

    Wow Now I am in confidence that I will dig deep in Flow and crack the interview... Thanks RD ❤

  • @Test12066
    @Test12066 Před 3 lety +1

    Great content again. 👌

  • @vinayayinapurapu
    @vinayayinapurapu Před 3 lety +2

    why are you proving us wrong? i thought i know the basics.. but requestor, reassign and differences between 'create an approval task' and 'start and wait for approval task', approval via Teams adaptive card. i will be well prepared for the next video :D..very informative and as always you are my favorite teacher :)

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Thank you. You just made my day with such fantastic feedback. Hoping the next set of videos live up to expectations. Make sure to bookmark the playlist for the approval series - czcams.com/video/4ZnI0_atYUo/video.html.

  • @myanyeinchan7984
    @myanyeinchan7984 Před rokem +1

    Thank you so much.

  • @yodu9908
    @yodu9908 Před 3 lety

    Excellent content!

  • @snapnews7502
    @snapnews7502 Před 3 lety +1

    youre G.O.A.T .. hats off.

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      Wow! No GOAT :) Just an honest content creator.

  • @azharpathan3322
    @azharpathan3322 Před rokem

    Too good Reza💯

  • @morygold
    @morygold Před 3 lety +1

    you are the best

  • @haikel173
    @haikel173 Před 8 měsíci +1

    Brillant, it helps a lot

  • @SosoDeSamurai
    @SosoDeSamurai Před 3 lety +1

    Very very good explained

  • @ethioone7136
    @ethioone7136 Před 3 lety +1

    Well explained

  • @Michael-lo3ht
    @Michael-lo3ht Před měsícem +1

    I've learned a ton. I just have to slow down the video to 3/4 speed.

    • @RezaDorrani
      @RezaDorrani  Před měsícem +1

      I used to speak fast. With feedback, I have slowed down a tad bit :)

  • @n_venkatasai9585
    @n_venkatasai9585 Před 3 lety +1

    Thanks for such a good explanation.
    But I wonder if you were creating videos on only this approvals type only.. or if there any other could you please share those as well it would be really awesome 😊

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Did you check my full approvals playlist - czcams.com/play/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe.html

  • @minhthanh4746
    @minhthanh4746 Před 2 lety

    very helpful

  • @tassosantoniou8937
    @tassosantoniou8937 Před 3 lety +2

    Great, great series of videos. One question: assume we have a list of approvers that will approve sequentially (i.e. one after the other). Also assume that this list is dynamic (e.g. stored in SharePoint and configurable for each item to be approved). How would you design the flow with respect to the "sequential" nature of approvals ? TIA

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Thank You!
      I have covered a wide variety of scenarios including dynamic approvals, state machine etc. as part of the Approval playlist series.
      Here is the link to the playlist - czcams.com/play/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe.html

  • @michaellasambouw
    @michaellasambouw Před 3 lety +1

    This is what i'm looking for

  • @Viipiin
    @Viipiin Před 3 lety +1

    detailed explanation. You're making this world a better place for no code solution developers .I can't thank you enough.#GuduReza🙌

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Thank you. Glad you liked it. All of these suggestions are coming from my subscribers. So thank you to all of you’ll.

    • @Viipiin
      @Viipiin Před 3 lety +1

      @@RezaDorrani that was a typo it is #GuruReza .My mistake🤦🏻‍♂️

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Viipiin I took it as Guru :)

  • @mikemassoom
    @mikemassoom Před 3 lety +1

    Amazing video! Thank you so much. I see that the approvers are receiving their notifications in parallel. How do we change this to sequential? Would you mind making a video to explain and demonstrate this?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Hi Mike. The approval action types assign the approvals in paralle. This is by design.
      For serial approvals, If you have 1-2 approvers then you can just add multiple approval actions in the flow. When first action completes, then initiate the next.
      If you need to dynamically define your approvers and assign approval actions in serial, you can leverage the long running approval pattern to achieve it - czcams.com/video/h6Eb-F0P6Hs/video.html
      The video covers state machine style approvals but the same logic can be used for serial approvals.

  • @feo786
    @feo786 Před 3 lety +1

    Excellent video, please do a video on how to track responses to an approval while it's still outstanding.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Have it in my list - reminder emails, escalations, approvals tracking and more.
      They will all be added to the approvals cookbook playlist - czcams.com/play/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe.html

    • @feo786
      @feo786 Před 3 lety +1

      @@RezaDorrani Excellent. I also really like the ability to add an adaptive card to a Teams message, didn't know about that one! Subscribed!

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      feo786 Thanks for the sub!

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      feo786 The second video on approvals covers dynamic approvals and approval history logging. Hope it is useful.
      czcams.com/video/GyoD0DD_fW0/video.html

  • @piyushchaudhari7483
    @piyushchaudhari7483 Před 2 lety +1

    Hi Reza. Thanks for your tutorial. I am actually working on a project to automate Microsoft forms responses to approvals. Was wondering whether you have a video on that?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      I do not have a specific video on that. But my approvals playlist has almost every approval type covered. You can select any data source for it.

  • @johnp2631
    @johnp2631 Před 3 lety +1

    Thankyou, great tutorial.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Glad you enjoyed it!

    • @johnp2631
      @johnp2631 Před 3 lety +1

      @@RezaDorrani Can I ask you a question please? I am settings up SharePoint online for our team does the flow have to recreated by the person who wants the document approved or as an admin can I create the flow and the user only has to enter the document path and approvers? so it is simple for the end user, hope I am making sense.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      @@johnp2631 Auotmated flows run under the context of the account under which it has been created. So if your flow runs when an item is created or modified for example, then an admin can create the flow. Users can interact with SharePoint only.

    • @johnp2631
      @johnp2631 Před 3 lety

      @@RezaDorrani So a user cannot see the flow I as admin have created?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      @@johnp2631 Only the creator of the flow will have access to the flow unless the flow is shared.

  • @jayveebarretto5985
    @jayveebarretto5985 Před 3 lety +1

    Nice video! Can you create a tutorial of Flow Approval but the approvers are depending on a SharePoint list? Usually, I am creating approval inside of Power Apps and now I am planning that they have two options of approval. One is they can approve inside Power Apps or they can approve on outlook.
    Thanks, Reza. Always brings informative and helpful videos.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Its already in my list of videos. Here you go
      czcams.com/video/GyoD0DD_fW0/video.html

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Did you check this video :) - czcams.com/video/GyoD0DD_fW0/video.html

  • @krishnabairi1581
    @krishnabairi1581 Před 3 lety +1

    Excellent Reza... I found the right CZcamsr on power automate...
    Q. Can we track responses from approvers automatically in excel online somewhere for the purpose of summary?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Absolutely. If you look at all my videos related to approvals - bit.ly/learnflowapprovals, I have shown how you can keep a log of the approval history which can be stored in any data source of your choice.

    • @krishnabairi1581
      @krishnabairi1581 Před 3 lety +1

      @@RezaDorrani thank you 😊

  • @brockross542
    @brockross542 Před 3 lety

    Great stuff Reza, thank you! I am having trouble adding the attachments to the flow, any pointers?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Would need to look at screenshots of your flow and the error.
      I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com

  • @sureshmangu8859
    @sureshmangu8859 Před rokem +1

    Thankyou! very clear explaination and easily understandable video..👌it would be great if you slow down your teaching speed tempo a little.
    where can i get your complete power automate course?

    • @RezaDorrani
      @RezaDorrani  Před rokem

      This was one of my earlier videos. Based on user feedback, I have slowed down.
      CZcams also has an option to adjust the speed.
      I am working on a power app and automate course. More details for which will be coming in the next month or so.

  • @brettgovernanti
    @brettgovernanti Před 3 lety +1

    Thanks Reza, thanks for sharing the best videos out there on PowerAutomate and PowerApps. I get why the Apply to Each loop appears when using responder/displayName for dynamic content. However, once the Apply to Each loop is present, then no further step can see the values place in my History field - this makes creating a comprehensive list of history strings add up over the course of my flow. Is there a way to get to the history of an Apply to Each loop? I've tried to create a call to avoid the For Each loop, using "first(outputs('Start_and_wait_for_approval')?['responder/displayName'])" but then it tells me that it can't select. Next I try just "outputs('Start_and_wait_for_Water_Doc_approval').body[0].responder[0].displayName" and it can't select because, I believe, the array hasn't yet been created.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      I will highly recommend watching my video series on expressions with Jon L - m.czcams.com/play/PLN-cZRQeAiDVQ-6ZWGr43yyTcpu6mUgrR.html
      The series includes videos that will clearly explain how to traverse through JSON of any format.
      Try first(outputs(‘Start_and_wait_for_approval’))?[‘responder/displayName’]
      You would have to run this action after your approval action step.

  • @princeoluable
    @princeoluable Před 3 lety +2

    Great tutorial Reza and thanks. Only I don't get the comment box while approving from email. When I click approve it opens up my approval dashboard.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      That has to do with the version of outlook you are using. Actionable messages are supported only by certain versions.

  • @kingdomarrows7508
    @kingdomarrows7508 Před 3 lety +1

    That was great. Very clear to follow. Thanks so much Reza. Are the next installments still coming in relation to attachments etc.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      There will be 5-6 videos coming over the next 5 weeks.
      Your use case on attachments is only around sending attachments as part of approvals or there is more to it?

    • @kingdomarrows7508
      @kingdomarrows7508 Před 3 lety +1

      @@RezaDorrani Hi Reza. The use case I have for attachments approvals covers two things. In our company we would like to have the attachment, to be reviewed and approved, emanating either from a sharepoint list or a powerapps custom form, and then once approved, should trigger the population of a microsoft word template or pdf template and email such off to it's final destination. I realize this is a bit of a more advanced type of scenario, so would be happy to make contact with you separately for assistance and advice Reza. Keep well and thanks so much for the tutorials....highly valuable.

  • @karencrosswright1936
    @karencrosswright1936 Před 3 lety +1

    Hello, I'm new to Power Automate. Do you have a video walking through the steps to create a non-hierarchical, sequential approval? If not a video, do you have a document with the screen shots that show each step as they would appear, from start to finish?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Check the approval flow in this video - czcams.com/video/40NJOwydzHE/video.html

  • @yojie120
    @yojie120 Před 2 lety +1

    Thanks for this very informative video Reza. Your videos have been very helpful 😊. Is there a way to use these Adaptive Cards on the Approvals email to Outlook?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety +1

      Adaptive Cards for approvals is inbuilt feature of approvals.
      To learn more about adaptive cards, check czcams.com/video/fdTAUVwONGA/video.html

  • @yashvinaboo2704
    @yashvinaboo2704 Před 2 lety +1

    Great video, one question though, having cases where users are being redirected to the Flow homepage when trying to approve, how to make sure that they can submit their approvals from their inbox itself when using desktop?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety +2

      There are requirements for outlook version to perform actionable messaging. Check the documentation for outlook version requirements.

  • @namangupta6440
    @namangupta6440 Před 2 lety +1

    Hi Reza- Amazing tutorial. Just a question- the attachment tutorials are covered in which video?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      Attachments Tutorial - czcams.com/video/ShNhn-jSBC0/video.html

  • @zekiwu5413
    @zekiwu5413 Před 3 lety +1

    Thanks so much. It very useful. Could you show how to add a link or basic information into approval detail?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      docs.microsoft.com/en-us/power-automate/approvals-markdown-support#links

  • @danielrumbak2530
    @danielrumbak2530 Před 3 lety +1

    Hi Reza, your videos are awesome. Will it work if you change the approval type from 'first to respond' to 'everyone must approve' or will it break the flow that has more downstream actions that reference it?

  • @vrajeshbhavsar4172
    @vrajeshbhavsar4172 Před 3 lety +1

    Thank you for this! We want to implement this but the question is, do all the approvers need to have a Power Automate license for this? Or does a normal O365 E3 license work?

  • @pratiksoni6109
    @pratiksoni6109 Před 2 lety +1

    Hello Reza.. Big fan. I wonder if its possible for you to demonstrate any example using power apps to track all incoming and ourgoing email? Specifically if its possible to track if a received email has been responded?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      I will add this request to my backlog but will need a lot more folks requesting this topic to give it a higher priority.
      Meanwhile, I will recommend checking the forums at powerusers.microsoft.com/ in case someone has done something similar.

  • @javiermatsuokadiaz4661
    @javiermatsuokadiaz4661 Před 3 lety +1

    Awesome! Thank you Reza!
    I need your advice, :
    1. I try to attach a document from Sharepoint and send this through Flow to approve but when i open the attachment it appears as error (in the
    approval email).
    2. Is it possible to store the changes made in the document ( and save them in the sharepoint using Flow?
    Thank you again for ur time!

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +2

      Thank you Javier.
      1 - I will be covering sending attachments to flow approval action in a later video as part of the series.
      2 - The approval attachments are sent as a copy to the user so changes made there will not be refelcted. One option would be to send a link to the document to the user so when user clicks on it they are redirected to sharepoint and they make their changes in your system of record.

    • @javiermatsuokadiaz4661
      @javiermatsuokadiaz4661 Před 3 lety

      @@RezaDorrani Thank you for the advice! I will be waiting ur videos!!

    • @PandaKungfu123
      @PandaKungfu123 Před 3 lety

      Hello Mr.Reza
      My requirement is similar to what Mr.Javier asked ,could you please upload a video as soon as possible ,this will help me in routine activities at my work ,thanks in advance

  • @einbremer7991
    @einbremer7991 Před 2 lety +2

    Hi Reza, thank you for your helpful tutorials!
    I recently started using Power Automate with a colleague and we learned a lot of your tips.
    Currently we need help with an "everyone has to approve" flow.
    We have implemented a timeout at the "wait for an approval" step (10 days).
    After the timeout, a reminder email should be sent to all approvers who have not yet responded.
    We don't know how to read out the intermediate status in an ongoing approval (everyone must approve). The outcome or response summary is only available when the approval flow is fully completed.
    Because we are limited with the number of APIs (Office 365 E1 license) and also for other reasons, we only want to work with the approval type "everyone must approve". Is there a way to read out the information about „who has approved so far“ in an ongoing approval flow?
    Thanks in advance!
    Greetings from Germany
    Alex

    • @RezaDorrani
      @RezaDorrani  Před 2 lety +1

      Thanks for watching and liking the videos.
      The only way to check who has approved so far in "everyone must approve" is by querying Dataverse Approval Tables. This would require a premium license to do so.

    • @liyang1880
      @liyang1880 Před 2 lety

      @@RezaDorrani hi, may I know any example of Query Dataverse Approval Table?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      @@liyang1880 czcams.com/video/ZupQ0AbDl0I/video.html

  • @jaggyjut
    @jaggyjut Před 2 lety +1

    Thanks for this tutorial. What if want to ask for more details before approving or rejecting the request?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety +1

      To ask for more details, you would need to design process where approval task is assigned to creator so they can go in and make modifications and then resubmit.
      Check my approval playlist - czcams.com/play/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe.html

  • @MarsorryIckuatuna
    @MarsorryIckuatuna Před 3 lety +1

    Great video! Is it possible to choose the recipient user/email ID dynamically? We have a scenario where an approved can change depending on the requesting user or circumstance. Please advise…

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Here is the video on dynamic approvers - czcams.com/video/GyoD0DD_fW0/video.html

    • @MarsorryIckuatuna
      @MarsorryIckuatuna Před 3 lety +1

      @@RezaDorrani Awesome, thank you very much 🙏🙏🙏

  • @naveench3194
    @naveench3194 Před 3 lety +1

    It is really a great video..thank you for providing this..I have a query in power automate..how to deal situations which takes more than 30 days to take action in my approvals where flow instance will be retained for only 30 days..

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Thank you.
      That will be covered in a future video as part of the approvals cookbook series. Stay tuned :)

    • @naveench3194
      @naveench3194 Před 3 lety +1

      @@RezaDorrani If requestor cancels the request, as outcome is not rejected it will be approved. We should maintain if condition to check cancel response and terminate the flow..👍

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      @@naveench3194 That is true. Good catch.

  • @nazmulsarker3452
    @nazmulsarker3452 Před 2 lety

    This is great, How can I do the same thing where Details woud be (Passing the paramaters from powerapps FORM and some dropdown values), however SP should not be updated.
    Thank You for your help.

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      Sorry, I did not understand your question.

  • @CodewithKython
    @CodewithKython Před 3 lety +1

    Hi, thanks for making knowledgeable videos. I have started using power apps in my office. I need a little help. I have used share point list to track project opportunities. I want to create a flow where once I assign a list item to user an email notification should be sent to that user. How can I do that

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      I would recommend you look at the new Rules option in SharePoint lists.
      I will recommend you check on the forums as well at powerusers.microsoft.com/

  • @joek2904
    @joek2904 Před 3 lety +1

    Great stuff.. what if i also want to capture additional metadata from an approver... not just comments and the status. Let's say I want the approver to select an item from a drop down or enter some date/time field.. is that possible?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      The approval forms cannot be customized today. The comments and the action buttons are all you get. There will be more options coming in future.

  • @mohammedsalih7535
    @mohammedsalih7535 Před 2 lety +1

    nice video well explained, By the way one doubt for this set up if we want premium licensing?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      No premium licensing is needed. Approvals is a standard connector.

  • @shelleychan1737
    @shelleychan1737 Před 3 lety +1

    Thank you for your great training videos! I would like to know if there is a way to remove the default "Cancel Request" button on the approvals screen presented through MS Teams. This button does not appear in approvals sent through the Outlook email. User choosing this "Cancel Request" button will skip over the Approval section of my MS-Flow workflow which I'd like to avoid. Is there any way to remove this default "Cancel Request" button? Thanks!

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Currently, there is no way to remove that button.

  • @cibisaransivaprakasam593

    Hey Reza, In the approval process power automate tool, it is possible to notify five people, however, two people approve and proceed further.

    • @RezaDorrani
      @RezaDorrani  Před rokem

      You can always send an additional notification email. Currently, if you include users in approval action, they will be a part of the process.

    • @cibisaransivaprakasam593
      @cibisaransivaprakasam593 Před rokem

      @@RezaDorrani Reza, thanks, but the requirement is that 5 people need to be notified for approval, the first two people need to approve or reject, and then the rest goes forward. it's possible?

    • @RezaDorrani
      @RezaDorrani  Před rokem

      @@cibisaransivaprakasam593 I don't think that is an option. I would recommend checking on forums at powerusers.microsoft.com/ in case someone has a workaround

  • @MrPherez
    @MrPherez Před 3 lety +1

    Good explanation, how about if someone is sending in purchase order request ?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      This will work for any use case. You need to define your flow trigger accordingly.

  • @yysa2365
    @yysa2365 Před 2 lety +1

    Hi Reza, thanks so much for all your tutorials regarding approvals and power automate, really appreciate. One thing I would like to know about MS Team approval tempalate, could we able to use power automate to get Team approval template content with attachment, approvers and approval status to be populated in sharepoint list? Though I can get tempalate content (which is in term of Forms), but cannot get the attachment, approvers(input by Team member independently) and approval status that sumbitted by members in the Team, may I know if there is any way to get them by using power automate so that whenever member submit one approval template, details ans approval result can be populated in sharepoint list? Thanks in advance.

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      Possible but I do not have a video reference on this scenario. I would recommend posting checking on the forums at powerusers.microsoft.com

    • @yysa2365
      @yysa2365 Před 2 lety +2

      @@RezaDorrani Thanks for your reply will post there, thanks again

  • @jonathan14in1
    @jonathan14in1 Před 3 lety

    HI Reza, could you tell me more about the attachments, how it works inside the Start and wait approval?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      The start and wait approval action has properties to add attachments. The attachments will be sent to the approvers along with the approval action. flow.microsoft.com/en-us/blog/file-attachments-in-approval-flows/

  • @sumitgarg8213
    @sumitgarg8213 Před 2 lety +1

    Hi Reza, This is wonderful information. I have one question if there is a way that i can create approvals for thousands of records in one go (by loading a file) and then wait for the approval/ response to come in to further update it back in the system. I tried separating creating an approval and then wait for approval but then in wait for approval, can;t see the approver id

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      If your flow is triggered on file/item creation, then it should create an approval request for each item.

  • @yuetnhinhin
    @yuetnhinhin Před 3 lety +1

    Thanks Reza, this video is great for beginner. But I found the approval email is not allowed customisation like changing the created by user and created date time zone which confused the approver. Also the details in the approval email also too messy in its look. See how could this be improved and do you have any idea of this?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      Thank you.
      Created By user and Created date time zone cannot be modified currently.
      Details in approval email can be customized to some extenent using markup language. I will be covering that in a video for this approval series.
      One thing you could do is - Create an approval - do not send notifications (set notifications property to false) - then send your own email to user and provide link to the approval item in the approvals action center. And then wait for approval.

    • @sachwaru1
      @sachwaru1 Před 3 lety +1

      @@RezaDorrani - The other option which I am using extensively is to send myself a mail in the format which I want , then copy the source (html) and paste in send email.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      ​@@sachwaru1 Yes, that will work. But you will lose the actionable messaging option where the approver will be able to respond to the approval action directly via email.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      @@sachwaru1 Yes, that will work. But you will lose the actionable messaging option where the approver will be able to respond to the approval action directly via email.

  • @dgendev
    @dgendev Před 3 lety

    Couple Questions:
    1. Suppose user A submits the approval request, the flow will start and waits on 'Wait on Approval' part (no one has approved the request yet). Then suppose user B sends their approval request...What would happen to the flow that is already running and waiting for user A's approval. Would the flow fail for user B? Can multiple flow be triggered at the same time?
    2. You mentioned that Requestor is the person who created the flow or the person specified in the requestor section. Can I have the requestor as the person who submitted the approval request? Meaning can the requestor be changed dynamically? How would I handle that?
    Your input will help me so much. Please and Thank you.

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      My responses
      1 - Depends on the type of approval action. If "Everyone must approve" - then flow will wait until all users respond with approver, if "First to respond" - then the moment first approval response is received the flow will move ahead. All these types are covered in this video.
      2 - Yes, we can set the requestor dynamically. All you need to provide is the email id of the person who submitted the approval request. You cna read it from dynamic content.

  • @pakarussiapinto6718
    @pakarussiapinto6718 Před rokem +1

    Hello Reza thank you for your service to the global community. I have built a form and created a workflow, I want to create a dashboard to show status and what’s pending etc , can you guide to a video u have on that , would appreciate more videos using forms as you base trigger

    • @RezaDorrani
      @RezaDorrani  Před rokem

      I do not have a video reference for your scenario and would have to try it out to provide guidance.
      I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

    • @pakarussiapinto6718
      @pakarussiapinto6718 Před rokem +1

      🙏

  • @MusicHitsNumberOne
    @MusicHitsNumberOne Před 3 měsíci

    Hey there! Nice video! I'v an doubt, about the approval process in power automate, is possible works with the field of approver empty. For example, i'v 2 step of approval, but i wnat that the second step only be tarted when the first step of approval is equal "approve or empty". Its possible?

    • @RezaDorrani
      @RezaDorrani  Před 3 měsíci

      Approver field must have a value.
      Your scenario is possible but not something I have tried.

  • @mystiquelassiter5972
    @mystiquelassiter5972 Před 3 lety +1

    I like to follow along with the video. Is this demo started from blank (which one) or one of the approver templates?

  • @YakoubBouyahji
    @YakoubBouyahji Před 3 lety +1

    thanks so much for the video, I was wondering what should we do in the case where we have 4 people that can approve or reject and we are only waiting for at least one approval out of these four for the process to move on. So for example, if the first one from those people rejects and then the second person approves and i don't want to wait for the other 2 people to give their answers for the approval process to be over?

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Since there is no approval type that handles this use case.
      You can do 2 things
      1 - send an approval action in serial to each of these approvers.
      So appr 1 gets task - if approve then process ends
      If rejects - then task goes to appr 2
      2 - you can use the custom wait for all responses approval action.
      Once all approvers respond, check to see if any have approved it.
      Drawback here is that action will wait for every approvers response.

    • @YakoubBouyahji
      @YakoubBouyahji Před 3 lety

      @@RezaDorrani oki I see so in both cases I am going to have to wait for all the responses in order to move on with my process or not

    • @YakoubBouyahji
      @YakoubBouyahji Před 3 lety

      @@RezaDorrani can you please explain more on the first solution? Thanks a lot in advance

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      @@YakoubBouyahji First case - serial pattern - no
      Since the moment you get an approved response, you can stop the next approval action.
      This is not available out of the box.
      Its a pattern that you would need to design.

    • @YakoubBouyahji
      @YakoubBouyahji Před 3 lety

      @@RezaDorrani I understand now. The problem is that in my assignment I have four managers that can approve or reject a subject and I don't think that I can classify them as approval 1, 2, 3 and 4. Everyone is supposed to receive the approval invitation at the same time. So I guess it is not possible?

  • @vishwashkumar2441
    @vishwashkumar2441 Před 3 lety

    It is a very very nice tutorial. Can you please explain how we can revert the request to the requester or one level back to change something in the request. And also need more clarity on reassigning the approvals

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      Check out my approvals playlist which has 7 videos covering various scenarios - czcams.com/play/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe.html

    • @vishwashkumar2441
      @vishwashkumar2441 Před 3 lety

      You are truly awesome.. how to insert emojis

    • @RezaDorrani
      @RezaDorrani  Před 3 lety +1

      @@vishwashkumar2441 Just copy paste from web.

    • @vishwashkumar2441
      @vishwashkumar2441 Před 3 lety

      Default timeout is 30 days of a flow. Can we pause a flow for 365 days to execute next action? Please suggest

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      @@vishwashkumar2441 Check czcams.com/video/h6Eb-F0P6Hs/video.html

  • @jaggyjut
    @jaggyjut Před 2 lety

    Hi Reza, could you create a multi-step expense approval flow with a custom response option Need more info. I have seen your other tutorial but not sure setup the flow if the manager click on need more info and email notification will be sent to the team member to provide more details. What happens to the flow here, does it stop? How does the team member then resubmit the approval request from SharePoint or Flow?

    • @RezaDorrani
      @RezaDorrani  Před 2 lety

      Check czcams.com/video/5Mypn4oCJdw/video.html

  • @amaljose694
    @amaljose694 Před 3 lety +1

    It's a very informative video. May I ask is there any way we can send the approval request to approvers in an order. I would like to send a request to approver-A(wait for response) -if it's approved it sends to Approver B and so on.
    I hope it can be done in different "start and wait for approval" request it's lengthier, but is it possible to include that in a single "start and wait for approval" and it follows an order
    Thanks

    • @RezaDorrani
      @RezaDorrani  Před 3 lety

      You would have to either make a long flow or run the approval action inside an apply to each loop.

    • @amaljose694
      @amaljose694 Před 3 lety +1

      @@RezaDorrani Thanks Reza