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

Komentáře • 11

  • @user-ox7zt9oq6x
    @user-ox7zt9oq6x Před rokem +1

    Very good a presentation and interesting a scenario.

  • @deasuluashvili2208
    @deasuluashvili2208 Před 11 měsíci

    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

    • @TomaszPoszytek
      @TomaszPoszytek  Před 10 měsíci

      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.

  • @chulitoalbo3958
    @chulitoalbo3958 Před rokem

    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?

    • @TomaszPoszytek
      @TomaszPoszytek  Před rokem +1

      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.

    • @chulitoalbo3958
      @chulitoalbo3958 Před rokem

      @@TomaszPoszytek thank you for your response. I will give it a try… do u have a Video about this topic?

  • @beeelemental
    @beeelemental Před rokem

    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

    • @TomaszPoszytek
      @TomaszPoszytek  Před rokem +1

      You should find them under the "recent" forms or in forms created for a group, where the approval template was setup.

    • @beeelemental
      @beeelemental Před rokem

      @@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=..

  • @podunkman2709
    @podunkman2709 Před rokem

    This is tivial. How to share open requests with team members?

    • @TomaszPoszytek
      @TomaszPoszytek  Před rokem

      Only custom solutions. Via Power Apps or similar. Querying data from Dataverse tables.