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Bunl82
Level: Powered On

Need help setting Approvals.

Hello all-

I have been watching YouTube’s and searching on line with no luck!

I would like to setup a flow to handle multiple approval process for a project I have. Here’s how the flow would look.
1. Document uploaded into Teams
2. Handful of managers needs to approval
3. Once managers approval- another set of team members can start the work.
4. Once team members complete the work
5. Another set of managers approve.

But I can not figure this out. Please help

Thanks
7 REPLIES 7
v-lin-msft
Level 10

Re: Need help setting Approvals.

Hi @Bunl82,

 

Could you tell me whether to upload it as an attachment in the channel or upload it in the column "File" directly please.

 

In the column "File" directly:

53_21.jpg

 

 

As an attachment in the channel:53_22.jpg

 

 

Best Regards,

Community Support Team _ Lin Tu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Bunl82
Level: Powered On

Re: Need help setting Approvals.

I load the file  (word doc) into "folder id".  When I load the file in, I would like it to trigger an approval flow to upper managment, which is indicated by "Lee Bun" below. This part works fine and I get the email. However the "file path" (link) to the file doesnt seem to work.

 

Im not sure what I need to do next. Ive looked for days and cant figure it out.

Flow.png

 

 

 

 

 

 

v-lin-msft
Level 10

Re: Need help setting Approvals.

Hi @Bunl82,

 

You can try to configure your flow as I did, and the trigger you need to add is changed to "when a file is created (properties only)", then add the action "Create sharing link for a file or folder".

Append the sharing link into the item link.Annotation 2019-05-29 094013.png

You can have a try. If there is any problem, please contact us.

 

Best Regards,

Community Support Team _ Lin Tu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Bunl82
Level: Powered On

Re: Need help setting Approvals.

Thanks for sharing that! Obviously what you posted worked. However how do I go about once its approved, it moves from one folder into another.

 

I was able to use this from a template, but the link to the file doesnt work...? or maybe I didnt create link...

doc1kk.png

 

v-lin-msft
Level 10

Re: Need help setting Approvals.

Hi @Bunl82,

 

You should add the action "create a share link for a file", and use the dynamic content "Sharing Link" to append the item link blank.

Annotation 2019-05-29 094013.png

 

Best Regards,

Community Support Team _ Lin Tu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Bunl82
Level: Powered On

Re: Need help setting Approvals.

I tried that too... however in the "create sharing link for file or folder" section I dont have a dynamic selection for "item id" any thoughts or recommendations on that?

v-lin-msft
Level 10

Re: Need help setting Approvals.

Hi @Bunl82,

 

You need to choose the action marked by the red box, not the "when the item is created".

Annotation 2019-06-03 093657.png

Please have a try again.

 

Best Regards,

Community Support Team _ Lin Tu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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