Power Automate Sequential Approvals
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- čas přidán 25. 07. 2024
- Hey, in this video I am introducing to you sequential approvals functionality in Power Automate, that is already present via UI in Microsoft Teams. By watching the video you'll learn how to implement sequential approvals in Power Automate cloud flows.
Chapters:
0:00 Introduction
02:22 How sequential approvals works in Microsoft Teams
7:15 Sequential approvals structure in Dataverse
13:30 Using Power Automate to trigger sequential approval - attempt 1
14:50 Triggering sequential approval from Power Automate - attempt 2
19:00 Remember about limitations!
20:10 Wrap up!
Cool, I digged my head into power automate this past month, also noticed the fields related to step but couldn't find a way to create it in power automate. I had to currently use ifs to get this sequential approval flow but thought it's not good. Will definitely give this a try .
Good luck! :)
Thank you for your time and enthusiasm towards this topic. The videos are hard to follow along and copy if you don't hover over your expression statements. Just long enough for them to pop up so we can pause the video. Same for extending the advanced settings. You don't need to speak about every value, but just showing the work helps us semi-pros get that last part of data to reproduce it.
I really hope Microsoft addresses this and adds a simple action. Watching the video multiple times to learn what tables you're touching and guessing the expressions used, it still takes 13 additional actions and a premium license just to create a 2 stage approval manually in Flow. This makes me want to go back to creating a task list in SharePoint and use Adaptive Cards instead.
I have some many users that just need some basic approvals but get frustrated when I say "sorry, as a site admin you have no power to reassign or cancel or manage in-progress approval tasks. And they time out after 29 days".
Thanks for the feedback. I'll try to remember when recording next videos 😜
@@pbehler Just as an inspiration: We have an special admin (Approval Admin) which we include in every approval workflow we create - so in case someone is out of office and the approval needs to be reassigned, we use this user (login & reasign).
Hi Tomasz, may i know how you get the owner in the flow? Is it using "get a row by ID"?
Exactly. It returns information about the owner.
Hi Tomasz, looking at Microsoft's Powerautomete release waves the OOB sequential approvals without hopefully making the flow premium should be coming this month albeit after lots of delays, do you think this will happen or will they delay it again. I've been waiting for it for so long, had this functionality back in 2010 workflows!
All these new tables look like the back end for the promised functionality from MS doesn't it.
They do, indeed. And the functionality was meant to arrive in July. There's still some time left, so I keep my fingers crossed.
Hi All,
I have created a flow to send adaptive cards to multiple user and wait for the response and the flow is sending cards but problem is adaptive cards are showing up sequentially. Once the first user provides their response, the Flow will continue by sending the same card to the second user, then it will wait for that user to respond, and so on.
However if I change the concurrency control I'll have maximum 50 parallel branches. But what should be the approach if I need to get response from more than 50 users???
Hey, in this case I would rather recommend to use the simple "Post adaptive card" action, without waiting, and then to build another flow that is triggered with the "when someone responds to an adaptive card" trigger. Learn more here: czcams.com/video/2ZHv0l_6W5Q/video.htmlsi=NbTPlxi6mYr2QLaI
Hi @tomasz,
Is there any way to update the approval tables to move a flow forward if the approval is done from the canvas app screen ?
Sure, the same way as using Power Automate. You need to perform patches on Approvals tables.
@@TomaszPoszytek Could you list the table names where I have to perform the patches ?
Hey @tomasz, can you, please, share somewhere either screenshots of the steps of your flow or some description as it's not super easy to replicate based on the video? And big big thanks for very deep explanations
What exactly is unclear?
@@TomaszPoszytek I figured it out :) Had to experiment a bit and rewatch several of your videos plus some other videos on the Approval dataverse structure (thanks for that)
An interesting scenario that I implemented in the end was that I only create the initial Approval request via the standard action for the Step 1 approvers and then I manually create steps/approval requests for step 2/3 etc. Thus, only the initial approvers get an email + teams notification and not everyone in the approval sequence. One watchout there is to check whether each approver added via the Dataverse table has access to the security group. But all worked out in the end pretty well. I also prefer not to use Wait for approval task but put a trigger on the Approval table and just run a separate flow when the approval is Complete. It avoids long-running flows and makes it somehow cleaner. Thanks again for all your effort and explanations
@@IvanTretyakov i am happy you figured that out. Indeed, your scenario is interesting. I also understand, why you are not a big fan of "wait action". Good luck!
Hello, Tomaz Implementing an adaptive card scenario where only the first response from multiple recipients is captured while discarding the rest can you make a video on this
Could you elaborate a little on it? What should happen to the other cards?
@@TomaszPoszytek Scenario is Sent Approval to Multiple User through adaptive but first who responded to adaptive card only take that response rest of all will be decarded
I found this video when I was searching for a way to implement sequential approval in Power Automate(I knew it could be done by the Approval App but not Power Automate, it's weird for Microsoft). I was impressed by the creative idea when I first time watched the video. However, when I tried to implement the idea on my side, it did not work. Actually, the Approval app did show multiple steps for the approvers to approve, but when the approver tried to click the link to approve, the system popped up with an error saying "Something went wrong. Wait a bit, then try again. CorrelationId - 0f3c94b0-568d-11ee-a8df-75713f36ef2c". I did everything you mentioned in the video but it's just not working. Any tips for me?
It's difficult to say. Maybe user is missing security roles? As a side note - I heard this feature should be officially available in Power Automate end of this month, or early next.
@@TomaszPoszytek Unfortunately, it seems Microsoft still has not brought it publicly available. Can you confirm the solution still works on your side?
Hey @@davidzhang7455 - it only works in Microsoft Teams as of today. I don't have it in Power Automate either.
Hi, unfortunately Microsoft cancelled this feature from their roadmap. :( Could you please make a detailed blog post to achieve this by ourself?
Thank you in advance! :)
Oh, I haven't noticed that. Where have you found this information?
@@TomaszPoszytek it was removed after some delays from the roadmap - and no word from Microsoft.
Hello Can you please show me what you have done in Step Set approval GUID. You have skipped that in your video.
Hey, it's just an entry in the Steps table, with guid to Approval and lookup to that model record created inside the previous action.
@@TomaszPoszytek I am new to Power Automate and I need exactly the same implemented. If you have any blog or detailed article to this. I will be greatfull. Video is quite fast and I am not able to understand completely. Thanks
@@homeostore same here
@@TomaszPoszytekwhat you said is last road block I have, after many repeating errors. How input the ‘step model’ parameter in ‘creating step record’ can link back to ‘basic model data’ record? My ‘create step record’/Step Model’ parameter = concat('msdyn_flow_basicapprovalmodel(',outputs('Create_record_in_Basic_Approval_Model_Data')?['body/msdyn_flow_basicapprovalmodelid'],')'). But didn’t work, appreciate help for this😂