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ApprovalFlow

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[Microsoft Flow Automating an approval process] [male] This is a step-by-step guide to creating a flow that sends a request for approval when you create an item in SharePoint and then notifies you whether the item was approved or rejected. For this tutorial, you'll need a simple SharePoint Online list to use for the trigger action. But you could also use another data source, such as Dropbox or OneDrive. Name your SharePoint Online list project tracker with a column named title, and add a person or group column named assigned to. Go to flow.microsoft.com, select my flows in the top navigation bar, and then select create new flow. In the search box type new item and then select SharePoint Online when the new item is created. If you're not already signed in, sign in to SharePoint Online. Under site URL, type or paste the URL of the site that contains your list. Under list name, select the project tracker list you created. Now select add an action. In the search box type send email, and then select Office 365 Outlook send approval email. If you're not already signed in, sign in to Office 365 Outlook. In the to field, select assign to email. The user in the assign to column will get the email request to approve or reject the new SharePoint item. When you create an item to test the flow, you'll specify yourself in this field. That way you'll not only approve or reject the item but also receive the notification email. Feel free to customize the subject and user options fields to suit your needs. Now add the option to approve or reject the item. Select add a condition. In the object name field, choose select an option. In the value field, type approve. In the if yes area, select add an action. Then search for send email and select Office 365 Outlook send email. In the to field, enter a recipient, such as created by email. The person who created the item in the SharePoint list will be notified whether the project was approved or rejected. In the subject box, specify a subject. For example, select assign to display name. Type has approved with a space on each side. And then select title. In the body field, create a short message such as ready to proceed with the next phase of the project. Now for the rejection part. In the if no area, repeat the last five steps except change the subject and body to reflect that the project has been rejected. Finish by giving your flow a name, and then select create flow. Now create an item in your project tracker SharePoint list. An approval request will be sent to the person you specified, and when they respond you'll get an email indicating whether the new SharePoint item has been approved or rejected. [Microsoft]

Video Details

Duration: 3 minutes and 20 seconds
Country: United States
Language: English
License: All rights reserved
Genre: None
Views: 30
Posted by: csintl on Oct 13, 2016

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