How to process Microsoft Teams approval templates' tasks in Power Automate
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- čas přidán 25. 07. 2024
- In this video I am showing you how to process tasks generated using Microsoft Teams approval templates using Power Automate.
Chapters:
0:00 Intro
0:30 Approvals general info
0:50 Templates general info
1:22 Templates creation
3:30 Templates are using Microsoft Forms!
7:00 Creating new task request using template
9:04 Tasks data model in Dataverse
12:45 What Template Form Id contains?
15:25 Cloud flow to process data from specific template
18:37 Cloud flow to process data from any template
26:20 Summary
Very good a presentation and interesting a scenario.
Hello. is there a way to autopoulate some field in approval template/forms? for example, if I write a contract number and automatically gets field contract start date tab? or I write region and automatically populates regional lead to approve or something like that... so "if" scenario
Unfortunately not. The approval temates is rather simple solution for ad-hoc approvals. For your scenario I'd rather suggest to build a form using Power Apps and trigger approval upon completing the form.
Hey @tomasz Poszytek, This is a great Idea! Im also looking for a connection of the MS Teams Approval App. i want to know if the Request is approved or rejected and use that condition to do some other tasks. does anyone has an idea?
The data for Teams approvals is stored within Dataverse, so you could create a flow triggered when an item in Dataverse is modified (task completed) and then based on the outcome perform other logic.
@@TomaszPoszytek thank you for your response. I will give it a try… do u have a Video about this topic?
Hi @tomasz Poszytek. i created ms. teams approval tempaltes as personal (i am admin also) but i can't see it in my form.. there is no form what just i created.. any suggest? i need responses from that approval templates. thx
You should find them under the "recent" forms or in forms created for a group, where the approval template was setup.
@@TomaszPoszytek thanks for reply. found it. fyi forms created from approval templated is hidden (i don't know why), so i just use forms id then put in address forms/pages/...designid=..
This is tivial. How to share open requests with team members?
Only custom solutions. Via Power Apps or similar. Querying data from Dataverse tables.