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Approvals in Teams and Power Automate
Power Automate
intermediate
Prerequisites for this session
- good general digital skills
- prior experience of writing your own Flows in Power Automate
- appropriate M365 access and permissions for Forms, Power Automate, and Teams
Introduction
- Teams Approvals = the right answer for digital processes that need human decision-making
- “when a user submits a form, send the response to me for approval”
- if an anyone is sending you a Word/Excel form, and you’re making a decision based on that form, this process could save you time and pain
Set-up
- make.powerautomate.com
- create a new instant flow using
Manually trigger a flow
- add a
Start and wait for an approval
- approval options
Approve/Reject
-
Assigned to
yourself - title and details as you like
- save and test - keep an eye out for permissions
Result!
- Teams approval should appear
- and an email…
- in Teams, add a comment, and click
Approve
Several things happen
- Teams approvals keeps a neat log of events for you
- The user will receive a notification of the approval in Teams
- Power Automate gets a lot of information back about the approval
Back to Power Automate
- edit your flow and add an email notification
- note that you get a lot of options for taking parts of the referral
- build yourself an email with the approval comment and the date-time
- then re-test your approval
Control flow
- you can add a condition - just note that you need to use the work
Approve
in the condition - add different emails to each side of the control, then test both cases