We are currently using Sharepoint online communication site and I would like to know how to set up an approval process so that:
Also is there a way that the director doesn't need to get approval if an item is added?
I am fairly new to Flow\Power Automate\Approve process so any help would be appriciated
Thanks in Advance
Please note SP lists stores the identity of the user that created the item, also the date and time the item was created.
Now, I assume your trigger is 'When an item is created' or 'When an item is created or modified', right?
If so the identity of the item author is accesible through the Dynamic Content menu -I believe it's called "Created by'-, or by means of the following WDL expression:
Its format is of type object, one of its attributes the email address, also accesible from dynamic content menu -I believe it's called "Created by Email'- or by means of a WDL expression:
So, just after your trigger, you can add a condition action block to check if Author email is equal to A email address, same approach can be adopted for B.
Now let's assume C shall approve items created by A, D shall approve items created by B. You just need to 'initialize variable' to store the target approver. If your condition states that item was created by A, just 'Set variable' to C. Just replicate the same piece of logic for B and D.
Finally, you should assign the Approval to your variable
You can replace both 'Condition' action blocks and use a 'Switch' action block or, get rid of Condition/Switch action blocks and assign an WDL expression directly to your 'Create Approval'/'Create and wait for an Approval' input... there are different approaches to achieve your requirements
Hope this makes sense
Thanks, although i am getting stuck on the first section as below:
What is this list name i give and how do i set this up or can i put any name?
Staff are adding new pages\docs to the site pages section, not a list. Hence why I'm not sure what the list section is mentioned above.
Basically we are setting up a KB (Knowledge Base) site in Sharepoint for our IT department and the different IT teams (with different managers) will be adding\modifying KB pages to the site pages.
So each team needs to get approval from a different manager.
Here the doc on how to create site page approval:
Here is the doc for how to edit it as per your requirement
Here is the article which shares one of your requirements on auto-approval when the director is creating the page(check the video in the article)
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Thanks for your sugggestions, Although I did try this way but this seems to only work for all users sending to a few managers.
I want it so that when staff from Team A create a page the approval goes to Manager A and when staff from Team B create a page the approval goes to Manager.
The way you have posted describes all staff going to both managers.
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