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MelodyShults
Level: Powered On

Approval Flow Reminder

 

Hello all,

I have been  trying out different ways to send out a reminder on a Flow approval. I have read and tested quite a few ways to do this and many options I tried failed. My criteria is:

When a new items is created send for approval.

Wait 7 days send a remind email.

Simple right? However I ran into a couple roadblocks.

1. I couldn't get the parallel branch before the approval.

2. I couldn't get the reminder to send only once and stop.

With asistance from MS I was able to get the Flow working and wanted to share it here, in case anyone has hit the same roadblocks.  Here are the steps I took.

Step 1 Flow Trigger

1. When a new item is created

2. Initialize variable

  • Name= Its Approved
  • Type = Integer
  • Value = O

3. Compose Branching - Allows the ability to set the parallel branching

  • Inputs = Setting Reminders

 

app1.png

Step 2: Right branch - Is the Approval

  • Start an approval. ( I am assuming everyone has created this before)
  • Add Set Variable Its Approved
  • Set Terminate to Succeeded

On the Approval flow I added a set variable using initialize variable I created in step 1 with a value read of 1 (Yes) to each response Yes and No.

app2.png

Step 3: Left Branch: 7 Day Reminder

1. Set schedule - when reminder is to be sent.

  • Count = 7
  • Unit = Days

NOTE: For testing i did  the count is 1 and the Unit is hour. (the reminder will be sent once when the 1 hour has been meet)

2. Do until - This set the configuration loop until It's Approved variable is meet

  • It’s approved is equal to 1
  • Count= 7
  • Timeout = PT8D
  • Email Details: Add email details as per the requirements.

3. Add Set Variable Its Approved = 1.

app3.png

 

Enjoy!

 

 

 

 

 

 

 

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