All courses available in-class or via remote login

Creating an approval flow

Get Your Work Approved - Flow

April 12, 2018

We spend enough time getting our work completed, let's spend less time on getting it approved. Therefore, get your work approved faster with Microsoft Flow. Connect to your SharePoint and Teams sites and automatically send approval requests to your manager or managers. Follow along in the tutorial below to create an approval flow for documents uploaded to a SharePoint site.

Flow Approval

Step 1

First of all, on the Microsoft Flow homepage, select approvals, select create approval flow, and then scroll down and select Start approval for new documents and notify via Teams.

 
Step 1 - select "Start approval for new documents and notify via Teams"
 

 

Step 2

Verify your account credentials for Microsoft Teams, Approvals and SharePoint.

Step 3

Back in Microsoft Flow, in the When a file is created (properties only) action, enter the following values:

 

Site Address: your Team SharePoint URL

Library Name: Blogs (you can add a custom value in here if you have not created the library yet)



 

 

You can add a folder but it’s not compulsory.

 

Step 4

In the Post message (preview) action, enter the following values:

 

Team Id: Select the Id of the Team you want the approval to be sent to

Channel Id: Select the channel of the Team  you want the approval to be sent to

Message: Note* There is a default message that gets added here but feel free to edit it.



 

Step 5

In the Start an approval action, enter the following values:

 

Title: Select the title of the approval request

Assigned to: Select one or more approvers



 

Step 6

In the Condition action, keep the values the same as below:



 

“Response is equal to approve”

If yes/ If no

Finally, select the Team Id and the Channel Id you wish the approval notification you want to be posted to.



 

That’s it! You can then opt to add an additional step to your flow such as a connector to a social media outlet to post your document or you can just save and finish. Now that you’ve set up this approval request no need to ask for approval each time you post a new blog!

 

To learn more about Microsoft Flow check out our Office 365 courses.

 

What is Remote Training?

Valued by Individuals

 

4.8/5
Over 21559 Reviews
Thank you for everything and sharing information for external sources. Wonderful Teacher -Power Apps Intermediate Brisbane
Natasha - Power Apps Intermediate, .
Great course, gave me lots of ideas on how to improve processes in my workplace. It also helped me move away from the SharePoint is the be all and end all mindset I have been in. Thank you! -Power Apps Intermediate Brisbane
Katie - Power Apps Intermediate, .
Excellent as always -Analysis & Dashboards Melbourne
Jonathan - Analysis & Dashboards, .
Thank you for all the hard work. You are a great Teacher and very helpful.. -Power Apps Beginner Perth
Natasha - Power Apps Beginner, .
great course!! -Power Apps Beginner Perth
Wayne - Power Apps Beginner, .
very informative, enjoyed course -Power Apps Beginner Perth
Shannon - Power Apps Beginner, .
Excellent fast paced training, I really enjoyed the training style. Jagg answered all questions and was very knowledgeable -SharePoint Site Owner Adelaide
Chevaun - SharePoint Site Owner, .
Good session and learnt lots -SharePoint Site Owner Adelaide
Melodee - SharePoint Site Owner, .
Great informative session -SharePoint Site Owner Adelaide
Mandy - SharePoint Site Owner, .
Very good presenter. Patient and knowledgeable, thanks! Good content for someone new to Sharepoint. -SharePoint Site Owner Adelaide
Tanya - SharePoint Site Owner, .
Session was very informative and all questions answered -SharePoint Site Owner Adelaide
Tim - SharePoint Site Owner, .
Bit fast paced for me but worth doing as an introduction to the Sharepoint platform -SharePoint Site Owner Adelaide
DAVID - SharePoint Site Owner, .
Comprehensive training -SharePoint Site Owner Adelaide
Victoria - SharePoint Site Owner, .
Productive day. Learned a lot about SharePoint (still another day to complete where more knowledge will be shared). Trainer spoke clearly, concisely and in a way that assists with learning -SharePoint Site Owner Adelaide
Natalie - SharePoint Site Owner, .
Jagg had to manage multiple competency levels and IT issues, but ensured everyone kept together so no-one left behind which was good. -SharePoint Site Owner Adelaide
Kelly - SharePoint Site Owner, .
Great overview. -Project Beginner Brisbane
James - Project Beginner, .
Really good with the fundamentals which is exactly what I was after -Project Beginner Brisbane
Shane - Project Beginner, .
Clear and concise delivery, easy to follow, good level for beginners. -Project Beginner Brisbane
Julia - Project Beginner, .
Very informative and helped with digging myself out of the holes that i kept finding myself in. -Project Beginner Brisbane
Luke - Project Beginner, .
Excellent teaching, Awesome course -Project Beginner Brisbane
Justin - Project Beginner, .

Trusted by Business

Procured by Government

Map of Australia