How to use NEW Approval of Text action in Power Automate workflows 💫
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- čas přidán 1. 07. 2024
- 🚀 NEW Power Automate Action: Start & Wait for an Approval of Text | First to Respond 📝
This step-by-step tutorial video showcases the power of the new start and wait for an approval of text action in flows.
This new approval action starts an automated text approval process and then waits for it to complete. The approval type is "First to Respond".
We will leverage this action to add human oversight for AI generated actions like extract information from email body and generate CSV file in Power Automate. The approver will get a "suggested text" option which they can accept or modify. The response is logged in a property called "accepted text".
I will leverage the new start and wait for an approval of text action for approval scenarios with SharePoint and also showcase a workaround for multiple approval of text options more like a custom approval form scenario for Power Automate Approvals.
⭐️ What You'll Learn in this Tutorial ⭐️
✔️ Introduction to Power Automate Approval of Text: Discover the ins and outs of this powerful action.
✔️ The Need for Approval of Text Action: Understand the motivation behind its introduction.
✔️ Real-World Scenarios: Explore practical approval workflow use-cases.
✔️ Text Approval with SharePoint Lists: Learn how to integrate text approvals seamlessly.
✔️ Enhancing Approvals: See how to leverage "suggested text" options for effortless decision-making.
✔️ Going Beyond with Workarounds: Showcase multiple approval text options, simulating a custom approval form.
⬇️ Download all the sample flows showcased in the video:
Exclusive for Channel Members (Silver Club 🥈 or higher).
Find the download link in the Community Tab for Members.
To become a member, click here: czcams.com/users/rezadorranijoin
Use the text generation model in Power Automate
learn.microsoft.com/en-us/ai-...
🔗 My Power Automate Approvals Playlist - • Flow Approvals Cookbook
Power Automate Approvals Connector
learn.microsoft.com/en-us/con...
#PowerAutomate #Approvals #SharePoint #flow #PowerPlatform
Table of Contents:
00:00 - New Power Automate Approval of text action in flows
00:52 - Start and wait for an Approval of text action
03:10 - Why the new "Approval of Text" action?
04:35 - Approval of Text demo with AI GPT in automation for Human Oversight
11:22 - SharePoint List Approval of Text workflow
14:02 - Multiple suggested text options for SharePoint Approval workflows in Power Automate
21:55 - Subscribe to Reza Dorrani channel
🤝 Let’s connect on social:
🔗 Reza Dorrani LinkedIn: / rezadorrani
🐦 Reza Dorrani Twitter: / rezadorrani - Věda a technologie
Loved the insight into the inner workings of approvals - great video Reza!
Thanks so much James
Thank you Reza - I appreciate your great videos and information. You are an excellent teacher. I always look forward to your content.
Thank You so much Will
Great tutorial Reza as always. Using combination of AI connectors and this new action can open enormous possibilities in the process automation. Thanks a ton as always to you for your great work of teaching. 🙏🏻
Thanks so much. Completely agree with this opening so many possibilities.
Really appreciate the content of your videos Reza ! As always top ! 🙏👍
Glad you like them!
Clear details of the feature. Great work Reza
Thanks so much
Very nice, have to give it a try. Keep the excellent videos coming.
Thanks 👍
Thanks, great video. Very informative!
Most welcome
The video was soo informative Thanks for sharing your expertise.Learning soo much from your videos👍
Happy to hear that! Thanks so much for watching
Thanks as always Reza. I hope this feature comes to Teams.
Users will easily adopt it on Microsoft Teams.
I am assuming that would be next in line
Great as always!
Would love to see an extended tutorial on pulling SharePoint site usage data into a canvas app with the graph API.
Thanks for the suggestion.
My rule for building videos is simple -> I make videos when I receive multiple requests on a topic. Every quarter I ask subscribers for topic suggestions on Community Tab of my channel. Most voted topic ideas get added to my backlog. Make sure to suggest this idea whenever the next topic suggestion post is out.
Again, useful one❣️
Thanks again!
This is so great!! Can'twait to try it hahaha GPT is a great great tool to explode flows capabilities
Super powers
Looks like a nice way to resolve source conflicts for data imports
👍
Again great video📹👍 Thank you!
Your video is always helpful, so CZcams should automate the like and suggest comments on your videos... 😆😆😆 Just like this video... 😜
So nice of you :)
Hey Reza! Wonderful video! By any chance do you have a tutorial where an approval can either be Approve, Reject, or Needs More Information?
I have done video on custom approval responses. Check my playlist on approvals cookbook.
Awesome as always Reza, yet I have a question, how we could update the column using the trigger when an item is created or modified? Thanks
Thanks!
So update item and trigger flow on item updated - infinite loop challenge.
Check czcams.com/video/oKN4_5o2NUA/video.htmlsi=gQCAXcJwrK17axfm
Hi Reza! Thank you for this great video! Do you know when this new feature will be available in Teams? When I open the approval requests from Teams, I cannot modify the suggested text.
I know that it is being worked upon but no date has been announced.
Thanks Reza for the greate video. At my side (Switzerland) the action "Create text with GPT" is not available. Is it just available in USA?
I believe so Yes. learn.microsoft.com/en-us/ai-builder/azure-openai-model-pauto
Looking good Reza
Thanks
Thanks, Reza, Can you please put a video on Desktop flows, RPA. Looking forward
I make videos when I receive multiple requests on a topic. Every quarter I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
@@RezaDorrani how to have a hover text appear when an entry in a combo box dropdown is hovered over in power apps
@@JohnsonVettuvelil This video is on power automate :)
I recommend posting queries/issues on forums
powerusers.microsoft.com
Thanks Reza for another advanced comprehensive tutorial! I have a question here..Is it possible to provide custom UI for users to approve this action in our canvas App instead of email and approval center. Thanks again! Looking forward to your next awesome content release.
No direct option for canvas app. If you notice for advanced option as well, I linked user to approval center. Probably there may be a way by updating all approval tables (many tables handle approval process) but that is not something I have attempted
@@RezaDorrani Thanks for your reply!
@Reza - Is this equivalent to what was available in Nintex where we can seek input from User? This was missing in PowerAutomate.
I have not done much work with Nintex. This is an option to take text input from approver.
Great info as usual Reza. Btw can we trigger a workflow automate from CREATE new approval in teams? (Without premiun dataverse)
Not without premium license
ah i see thanks @@RezaDorrani . how about triggering approval from power automate, but we are using custom template design of approval (not using the default one)?
@@michaelgorbachepmanurung5491 I dont think thats an option with power automate. Those templates are specific to Teams only.
nice mate... very nice. And, as you mentioned, given today's AI environment, it's a must have. Question, a big swath of the office 365 includes government Users (specifically referring to those NOT in the GCC High tenant) do not have access to actionable messaging from approvals action in Power Automate. This is very problematic on many levels. Aside from teams (poor adoption rate vs. outlook), is there an alternative? With the introduction of AI, Microsoft may want to re-think current restrictions with the approval action. How else will this very large swath of customers be able to responsibly leverage the new AI technologies. It's more likely to be deployed without taking this very important step... love your wok mate...
Thanks!
I am not keeping of track for GCC feature sets. I believe there must be some restrictions related to actionable messaging there. I agree that these feature sets would be a great add-on to GCC.
Hello Reza, is it possible to view IFC-Files in power app? Thx for your content
I don’t even know what IFC means hence not sure. I recommend checking or posting your query on forums at powerusers.microsoft.com
Great job.i do not have additionnal field on my approval table
It will only show up once you trigger an approval with the new action.
@@RezaDorrani did as you said , It works!!!!! Thanks🙂
Hey Reza. As always great video! Thank you! Can you please tell me how to send selection options (A, B, C) instead of text so that the approver selects one of the options?
This feature currently only supports text
@@RezaDorraniI think “send an email with option” card will solve his request
@@oluwatobipaul6171 Its not the same as approvals though.
@Reza, thanks for another great video. I have one question. When trying to use this new approval on a sharepoint list, I get the error message that "The current user does not have permission to create a Microsoft Dataverse database fir this environment" For your video, it looks like you are using a SharePoint list. Can you provide some feedback? Thank you !
Approvals requires dataverse to be setup for the environment. My environment has dataverse setup.
@@RezaDorrani thank you for your prompt response. OK, that is my issue. I don't have a dataverse setup for the app that this new functionality would be super useful, I only created a Sharepoint and 2 lists with a custom form in PowerApps (Canvas) and with that I'm able to use the "regular" approval "Create and wait for an approval" without issues. Again, thanks for your feedback. I'll check your videos to see how I can setup that so I can use this new functionality as I need to use a SharePoint site per my boss request.
Thanks
CQ
🙏
Hi Reza, this AI model which you used to extract data, was it confined to some regions? I'm working from India, unable to find the model.
Its a preview feature currently available in US region only
Hi Reza,
Is it possible to give only one option (Custom Responses - Wait for one response) in Start and wait for an approval action?
Try it and see
Hi Reza, is there any other way to get the Respond Link in the Start and Wait for an Approval without changing it into Create an Approval?
No, as the flow would immediately wait.
Great tutorial, I like the additional fields option on the approval action. Now is it possible to display the image source content (if I extract/OCR data from an image and then I want a reviewer to validate the extracted data) on the approvals screen with the extracted fields on the side? I want to display both the image content and the editable fields values on the same approval UI?
How could I achieve this?
Thank you
You cannot show the image there as far as I know. You could send it as an attachment. Also, you could use the description of the approval action to show the value.
@@RezaDorrani Thanks for your response.
I don't want to give to the reviewer an option to download the image to their local computer. I would like to display the image content on the UI to allow the reviewers to see the image content to be able to correct the extracted fields values from the AI builder or form recognizer. Is that possible?
@@dadicam I dont think that is an option
@@RezaDorrani please how could I accomplish this in an Azure logic app flow (using document intelligence and gpt to query on extracted text)? The reason why I want to use Azure document intelligence for ICR as it read better than AI Builder hand written (I've tested the same document on both tools but the AI builder is not returning the correct values for some fields like first name ai builder is returning the the zip code as first name). So in Azure logic app flow, I want to extract data from form and then add gpt step to send to gpt a query from the returned text or json response. Thanks
@@dadicam I have not done much work with logic apps. I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
This is great. Am I right in saying that introducing this action confirms AI generated text is not 100% reliable?
For sure! Microsoft has called it out right where the action is used. AI content can be inaccurate, biased etc.
Great video as always. Looks like the action is not available in my tenant as yet. The import of the flow error on that action. Very frustrating 😅
You dont have to use the GPT action, you can try start and wait for an approval of text. I believe the approval action is available for all.
@@RezaDorrani Alright, will try that and see how it goes.
Hi Reza, Is there a way when the approvers approve it, they can upload a file attachment as well directly on the email notification?
There is no option for file attachments in email notification. Currently, this feature only supports text.
@@RezaDorrani Ah okay. Thanks for your quick response, Reza. You are a hero to us, power apps enthusiastic.
I just Fond this Video and Wanted to try and rebuild the Flow from the Video. However I Cant find the "Create Text with GPT" Action anywhere. Was it removed or just renamed? If anyone knows it Would be very helpful
Check documentation for this action. It may not be available in your region or your admin may have blocked access to preview AI Builder features
hi i want ask, i create form and used datasource1 and in form have a datacard can datacard link with other datasouce?
This video is on Power Automate. The question I assume is related to Power Apps. I recommend posting your query on the forums at powerusers.microsoft.com/
additional field is missing from my dataverse approval table. Is this a preview feature available in certain regions?
nevermind, I had to send an inital request first, then the additional field showed up.
Needs an initial request
Hi Reza [Urgent ]
I have used " Start and wait for an approval" and I made 2 actions "Approve" and Reject. In case "Approve", I have to enter Email address to some body. My problem is I need to chose this email from multichoice[emails] which appear in the email body. so I can chose one choice and then atomically appear in Comment fields which is already appear in email body.
please help me by any video if you have..
I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
scheduled time is coming wrong into pwer apps from sql db its showing some 1970 o3/10/ 3:30 pm even after storing right values in sql db table . (Actually getting stored false into the target table )
This video is not about power apps or sql. I recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
@@RezaDorrani Sure
Hi I need your help on power app test (experimental) kindly let me know when you are available
I recommend posting issues/queries on forums at powerusers.microsoft.com
Hi Rezza , is there any way to trigger a Manual flow automatically , like instead of manually pressing the button . My scenario is to transfer data from Power Bi to SharePoint list and i m using a button to trigger it , is there any other possible way pls
I do not have a video reference on this scenario and would have to try it out to know if it's possible. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
Hello Reza, is there any way to avoid "start and wait approval" action and just run the flow without adding the approval action?
You can always build flows without approvals. This video is all about approvals though.
@@RezaDorraniI have tried to build a flow with GPT step without approval step after gpt but when I try to save the flow it errors saying I need to always add an approval step after the GPT step. How to resolve this please?
Thanks
@@dadicam When I made video, the action was in preview. Now it requires an approval step. It is by design.
@@RezaDorrani Thanks for your reply. Is there a workaround to bypass the approval step after GPT in the flow (if we have to proceed thousands of batches then it will be lot of manual approvals tasks?
Also I noticed that the Pre-built Azure document intelligence has better accuracy/results (e.g: signature detection) than the AI builder models. Is there a way to call an azure logic app flow that does the ICR to my power automate flow? If yes, can you please provide sample with video tutorials?
@@dadicam 1 - Im not aware of a way to bypass it
2 - Yes you can call azure models using http connectors. Not something I have tried though.
I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
Hi sir , I hope you are doing good. I need your guidance on how to delete approved old entries in power automate approvals flow .? Please suggest me how to delete manually
I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
@@RezaDorrani sure , I will do...many thanks for your reply
Do you have tutorial for multiple simultaneous approvers in Power Automate wherein if one of them rejects, the approval will restart only for them and not the other approvers? I have been struggling to find solutions and tutorials for that
I do not have one on this scenario
@@RezaDorrani can you do that one of these days? or do you have it in your other videos? im really finding it hard to do that
@@2one515 I make videos when I receive multiple requests on a topic. Every quarter I ask subscribers for topic suggestions on Community tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
@@RezaDorrani Thank you
Hi Mr Reza, first thank you for the video. I've two doubts/ questions my 1st question is, It is sending a notification to the teams i wanted to avoid that, and my second question is, There's one comment box under the approval dropdown, if it approves it is fine, if i reject the approval i need to give a reason why i rejected and that comment box should needs be mandatory. Can you pl tell me how to do that? Openes to all.
1 - teams notification can be avoided by setting notifications to off but that would stop all notifications and then you can send you own custom email but you will lose actionable messaging.
2 - comment box cannot be made mandatory. One option would be to assign the task again to the approver if comment is not provided.
@@RezaDorrani
1. Indeed but I don't want to do that in team settings,
and one more When I click approve in the mail it takes me to another screen i.e., the power automate screen. Since my Manager is too lazy to click multiple clicks can we add those Input boxes within the email body?? just an idea.
@@Lokesh.Singara thats the only option currently to avoid teams notif. You will lose actionable messaging. Its one or the other.
@@RezaDorrani Thanks for your prompt responses 🙂
This action fails if there is no suggested text. I wanted to add Comments from a sharepoint list as suggested text but Comments are not mandatory so not always present. How can I prevent the flow from failing and let the approver still enter their own text into Suggested Text
Probably by plugging in some sample text or a string with space if no suggested text.
Hello Reja...How to create Multilingual bot in azure portal
I have done no work with bots in azure portal. I will recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
I have made an mortgage calculator which also have an loan amortization table which i have made using Data table (preview) and local Variables , . Now my major issue is to store this column in the dataverse i tried to use patch function but its showing error. I hope anyone can help in this
I do not have a video reference on this scenario. I recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
@@RezaDorrani already did but didn't got any help till now
@@AKBFORU Forums is a free platform where you may or may not get a response. If this is urgent, then look into getting consulting help