Select New step , and then select Condition in the list of actions. Select the Choose a value box on the right, and then enter Approve into the box. The valid responses to the Approvals - Start an approval action are "Approve" and "Reject". These responses are case-sensitive. This condition checks the response from the Start and wait for an approval action.
Enter send email into the search box on the Choose an action card. This card is a template for the email that is sent when the status of the vacation request changes. Enter SharePoint in the search box on the Choose an action card, select the SharePoint filter, and then select the Update item action. Use the Get the manager for the person who created the vacation request steps we did earlier to add, and then configure another Get manager action.
This time we get the pre-approver's manager. The Get manager 2 card should resemble this image when you're finished. Be sure to use the Email token from the Get manager category on the Add dynamic content from the apps and services used in this flow card.
Use the add an approval action for pre-approvals steps we did earlier to add, and then configure another Start and wait for an approval action.
This action sends an email request for final approval. Use the steps from Add an email action for pre-approvals to add, and then configure an action that sends an email when vacation requests are approved.
Use the steps from Add an update action for pre-approved requests to add, and then configure an action that updates SharePoint when the vacation request is approved. Enter Send into the search box of the Choose an action card, select Office Outlook to filter the actions, and then select the Send an email V2 - Office Outlook action. This card represents the template for the email that's sent when the status of a vacation request changes. Enter update into the search box on the Choose an action card, and then select the Update item - SharePoint action.
Use the steps from Send email with pre-approval rejection to add, and then configure an action that sends an email when the vacation request is rejected by the final approver. These templates greatly reduce the time required to create these workflows by providing a few configuration parameters. There are also some 3rd party workflow tools available on the market. Many of them are feature rich and interact with many systems. They are often built using a visual interface and also allow for extensibility through custom development.
Such tools usually carry an additional cost with them, but before dismissing them as a viable option, you should assess your specific requirements around how many workflows you need and how long it would take to build them using some of the other available tools. With all these requirements and tools available to you, which is the best option? To derive the answer, you need to consider a few things for our organization, such as:.
According to Microsoft , SharePoint Designer will be the last versions of those products. I'm looking for a workflow solution that utilises Outlook Tasks but Flow doesn't seem to recognise tasks within Outlook, only sharepoint. I need to create a workflow that can track processes across several departments that all use Outlook for email, so it would make sense to automate the tasks in Outlook - Why isn't that possible or am I missing something?
Shelley Breen , you could use a SP Task list, each user could sync that to their outlook, when they are assigned a task they can update its status directly from Outlook without going to the SP site. Products 72 Special Topics 41 Video Hub Most Active Hubs Microsoft Teams. Security, Compliance and Identity. Microsoft Edge Insider.
Azure Databases. Autonomous Systems. Education Sector. Microsoft Localization. Microsoft PnP. Healthcare and Life Sciences. Internet of Things IoT. Enabling Remote Work. Small and Medium Business. Humans of IT. Feedback will be sent to Microsoft: By pressing the submit button, your feedback will be used to improve Microsoft products and services. Privacy policy. To create an approval workflow, add the Approvals - Start and wait for an approval action to any flow. After you add this action, your flow can manage the approval of documents or processes.
For example, you can create document approval flows that approve invoices, work orders, or sales quotations. You can also create process approval flows that approve vacation requests, overtime work, or travel plans. Approvers can respond to requests from their email inbox, the approvals center in Power Automate, or the Power Automate app. Always follow the best practices for SharePoint security and your organization's best practices to ensure your environment is secure.
Security is outside the scope of this article. If you are using SharePoint , see SharePoint workflow retirement. Before you create the flow, create a SharePoint Online list. Later, we'll use this list to request approval for vacations. You'll need these items later when you configure the SharePoint - When an item is created trigger. The Site Address and the List Name are the items you noted earlier in this walkthrough.
Select New step , and then type profile into the Choose an action search box. Select the fields from your profile that you want to include in your flow, and then select Create to save the work you've done so far. The Approval type , Title and Assigned To fields are required. You can use Markdown to format the Details field. This action sends the approval request to the email address in the Assigned To box.
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