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ramichael
Level: Powered On

E-Mail Flow?

Can someone help me create a flow?

 

User fills out a Microsoft Form, choosing (one of the form questions) who should approve his request.

Flow sends the form information to SharePoint and matches the name of the chosen approver with the correct e-mail address for that person.

Flow sends e-mail to chosen approver, which also contains more info from the Form.

The approver makes his decision in Flow, which is sent to SharePoint.

Flow sends all SharePoint info for this request to the From address from the original e-mail sent to the approver.

OR

If approver denies approval, e-mail sent to user saying so.

 

Thanx!

Arlene

 

8 REPLIES 8
CollabTechie
Level 8

Re: E-Mail Flow?

How many approvers will you have?

Super User
Super User

Re: E-Mail Flow?

Hi @ramichael 

 

Couple of questions:

 

Step 1:

Form Fills Out

 

Step 2:

SharePoint save all details of form (useremail, form details)

Is list record created using the form details? Will the form have user email as well?

 

Step 3:
SharePoint Match Approver Email

Is approver name/email held in a different list in SharePoint?

 

Step 4:
Send Email with Form details to Approver

 

Step 5:
If Approved, find the user email address and send reply.

Which List user email address is held? (See step 2)

 

Thanks



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ramichael
Level: Powered On

Re: E-Mail Flow?

27

ramichael
Level: Powered On

Re: E-Mail Flow?

Will create a list for form details

Form will not contain approver e-mails, just names

No list for approver name/e-mails yet

 

Is that what I need...a SharePoint list of names and e-mails...sort of like a database, with the approver name as the Key?

Super User
Super User

Re: E-Mail Flow?

Hi @ramichael 

 

Are these users in SharePoint? Then you won't need in a list.



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ramichael
Level: Powered On

Re: E-Mail Flow?

I don't k now if the approvers are in SharePoint....

Super User
Super User

Re: E-Mail Flow?

Hi @ramichael 

 

Is this something new you planning to design? Have a look on your requirements and find out what's the best for your business. To help you further I need to know where the approvers are stored.



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ramichael
Level: Powered On

Re: E-Mail Flow?

abm:

 

Yes, it's new.

The approvers aren't stored anywhere yet.  Do I need to create a SharePoint list of names and e-mail addresses?

 

Thank you!

 

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