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Regular Visitor

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
Post Prodigy
Post Prodigy

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.

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

 

 

 

 

 

 

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.

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

 

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.

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?

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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