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DrishM13
Helper I
Helper I

Flow connected to Form for Approval

Hi,

 

I am trying to build a flow using Power Automate connected to Forms and to have an approval step.

 

My Form is set up in the following way:

 

Question 1:
Text Field - Managers Email

 

Question 2:

Option Field - Option 1/2/3

 

Question 3:

Upload Field - Document Review Upload

 

Question 4:

Rating Field - Out of 5

 

I am hoping to creating a flow that when the responder uploads a document in question 3, it needs to go to the email given in question 1 for approval first before it can go to the creator of the Form.

 

Any help will be appreciated.

 

Thanks. 

 

1 ACCEPTED SOLUTION

Accepted Solutions
ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13 Check this out

ViditGholam_0-1618296564388.pngViditGholam_1-1618296578543.png

i have just added that compose to see what comes in the outcome and it is the approved or reject message

Also here i have not added responders email as it is the same email which i have hard coded in the send email connector step.

Let me know in case of any Issues.
If this resolves your issue please mark this post as answered and hit me a thumps up.
Thanks and Regards,
 Vidit 

View solution in original post

17 REPLIES 17
DrishM13
Helper I
Helper I

I have managed to create this but it just goes to a standard approve/reject - not specific to Question 3 and cannot review the document.

 

DrishM13_0-1618224913202.pngDrishM13_1-1618224953356.png

 

ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13 attach the uploaded document in advance options of the approval 

ViditGholam
Responsive Resident
Responsive Resident

Also @DrishM13 My question do you want to send an approval only when the document is uploaded ?? 

DrishM13
Helper I
Helper I

Hi @ViditGholam - the document upload is a required field so approval is always sent as a document is always uploaded 

ViditGholam
Responsive Resident
Responsive Resident

@DrishM13 Got it I am implementing this in my trial will update you shortly

ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13  here is how you can do it create an automated flow. 

ViditGholam_0-1618232881533.png

Use these triggers as shown below don't use existing templates 

ViditGholam_1-1618232947577.png

Then follow this youtube link which will show you how you can attach the contents of your uploaded file in the attachment of your approval (he has attached the file to a sharepoint list but you can attach in your attachment)

Link - https://youtu.be/UKuzX8zlnuE

Let me know in case of any Issues.
If this resolves your issue please mark this post as answered and hit me a thumps up.
Thanks and Regards,
 Vidit

ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13 I implemented (Create a Blank Automate Flow and use the same steps as I Did ) I haven't renamed any connection name so that it is simple for you to understand

Flow steps 

ViditGholam_0-1618237758636.png

Schema to that PARSE JSON

{
    "type""array",
    "items": {
        "type""object",
        "properties": {
            "name": {
                "type""string"
            },
            "link": {
                "type""string"
            },
            "id": {
                "type""string"
            },
            "type": {},
            "size": {
                "type""integer"
            },
            "referenceId": {
                "type""string"
            },
            "driveId": {
                "type""string"
            },
            "status": {
                "type""integer"
            },
            "uploadSessionUrl": {}
        },
        "required": [
            "name",
            "link",
            "id",
            "type",
            "size",
            "referenceId",
            "driveId",
            "status",
            "uploadSessionUrl"
        ]
    }
}
ViditGholam_1-1618237842779.png

Form - 

ViditGholam_2-1618237878753.png

 

Output - 

ViditGholam_3-1618237928710.png

Note - It is annoying to edit the one drive name it comes back again and again you will have to wipe it multiple times.

if you want to get rid of the apply to each loop watch this YouTube video - https://youtu.be/Xxad-kSLQ9Y

 

Let me know in case of any Issues.
If this resolves your issue please mark this post as answered and hit me a thumps up.
Thanks and Regards,
 Vidit 

 

DrishM13
Helper I
Helper I

HI @ViditGholam - thank you so much - it works well and I like that you get an attachment of the file you have uploaded.

 

My only question is, can there be a step added at the end when an email notification is sent to the responders email address about the outcome?

 

I see the notification comes up in my Teams but not outlook. 

 

I have tried to add "send an email" and I get the "To and Subject"  but when I try to add in the body, there is nothing stating "outcome"

ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13 can you show me your flow Screen shots ??

DrishM13
Helper I
Helper I

Hi @ViditGholam - as attached 

 

DrishM13_0-1618294791869.png

 

DrishM13_1-1618294807301.png

 

DrishM13_2-1618294835196.png

 

DrishM13_3-1618294849888.png

I added the "email address" of the requestor in the "start and wait for approval" step as it was only showing my email even when another person was asking for approval.

ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13 is this what you where looking for ??

ViditGholam_0-1618295567146.png

 

DrishM13
Helper I
Helper I

Hi @ViditGholam - I already added that step 🙂

 

What I am looking for it after the document is approved or rejected, the responder gets an email at the end stating the outcome...something like this? But I can't seem to get a field that shows "outcome"

 

DrishM13_0-1618295693135.png

 

ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13 Check this out

ViditGholam_0-1618296564388.pngViditGholam_1-1618296578543.png

i have just added that compose to see what comes in the outcome and it is the approved or reject message

Also here i have not added responders email as it is the same email which i have hard coded in the send email connector step.

Let me know in case of any Issues.
If this resolves your issue please mark this post as answered and hit me a thumps up.
Thanks and Regards,
 Vidit 

View solution in original post

DrishM13
Helper I
Helper I

Thank you so much @ViditGholam - works well! 

ViditGholam
Responsive Resident
Responsive Resident

No Problem @DrishM13 Happy to help Always 

DrishM13
Helper I
Helper I

Hi @ViditGholam , I have a quick question about this flow.

 

Whenever someone else requests a document to be approved/rejected, the document does indeed go to the specified email "managers email in the form", however the response to the responder comes from my email and not the managers email address.

 

Is this because I am the owner of the form?

 

Is there any way around this? 

I modified the flow to the picture below and wondering if this will solve it? Not sure if it should be 1 or 2?

 

DrishM13_0-1618412678490.png

 

Thanks!

 

ViditGholam
Responsive Resident
Responsive Resident

Hi @DrishM13  apologies for late responses. the above should work. just keep (1  Managers Email in send from)

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