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Approval Flow (Choice Email) that checks budgets first and then updates budget if approved.

Hi There Folks,

 

Repost from HERE .

 

I did a simple approval flow for invoices/expenses approvals. But now the finance team wants me to expand on it... (I have searched extensively with no luck)

 

We have two lists: 

The first one is the parent: (ListA)          Title, Expense Class, Amount (they can also attach invoice doc)

The second has:                 (ListB)           Title, Expense Class, Budget

 

I want the flow to do the following:

1) When a new item is created - get items from second list.

2) Create email with options: (I chose mail with options so that I can attach the invoice from ListA, and apparantly one can add a comment to these as well, so that'll be cool for the approver to add a comment on approve, reject and discuss if needed)

In this email I want to approver to see what the current budget is for the specific expense class applied for in listA from ListB is and if he approves this request what the new budget will be (ListB Budget - List B Amount)

Mail looks something like this:

"Dear Approver,

 

You have received a request to approve an expense under "Expense Class List A" for "Amount" from "Creator" (of list item/request)

Your current budget for "Expense Class List A" is "Budget" (From ListB)

Should you approve it your new budget for "Expense Class List A" will be "ListB Budget - List B Amount"

 

Choices:

Approve:

Reject:

Discuss:

 

3) If approved then it'll mail the person doing to application (creator) and the finance person to let them know it has been approved. With the comment ability.

Then the flow must update the budget amount in ListB

 

if rejected just a normal just a mail to indicate that the expense was rejected to the "creator" (no update to budget obviously). With the comment ability.

 

if discuss - just a mail to "creator" to say we should talk about it first. With the comment ability.

 

I thank you in advance.

 

KR,

FS

1 REPLY 1
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Community Support
Community Support

Re: Approval Flow (Choice Email) that checks budgets first and then updates budget if approved.

Hi @FakinSupa ,

Do you want to create a flow like your description?

If so, I suggest you post your issue here:

https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity

The engineers who are responsible for flow will be more professional to help you.

 

 

Best regards,

Community Support Team _ Phoebe Liu
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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