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Approval Process - some questions

Hi,

 

I am starting with the approval process and I am trying to understand the flow of how things work.  I have some questions:

The scenario I have is I have a sharepoint list with multiple rows containing invoices.

at a certain time each day I want to collect all invoices of a certain type and send them through for approval.  I didnt want to wait for the approval - some could take days - rather I thought I could capture the approval reply and use that....but I am not sure that is possible.  So my questions are:

Can I bundle up all type of invoices and loop through the approval process?

Do I have to wait for the approval in the same flow?  or is there a way to trigger off the approval reply.

Denise

1 ACCEPTED SOLUTION

Accepted Solutions
SudeepGhatakNZ
Multi Super User
Multi Super User

Hi Denise,

 

The out-of-the-box actions wouldn't let you access an approval task from another flow.

The approvals get saved in Dataverse and can be accessed using Dataverse connectors as shown below.

https://sudeepghatak.com/cancel-approval-tasks-in-flow/  (See option 2) 

However, I would stay away from working directly with Dataverse tables unless there is a very good reason.

If my suggestion helped you, please give it a Thumbs up and Mark it as a Solution so that it can benefit others in the community.
Sudeep Ghatak
Microsoft MVP, Business Applications
www.sudeepghatak.com

View solution in original post

4 REPLIES 4
SudeepGhatakNZ
Multi Super User
Multi Super User

@perksyaus ,

 

The approval action in flow is out of the box and it takes care of scenarios (such as multiple approvers, simultaneous approvals, etc). But you cannot force an Approval task to complete (there are some caveats there but I won't go into them)

You could, however, have a status column in your library (with options like Approved, Rejected) which can be updated manually in SP, Power App or via flow. But in that case, you will need to handle the special scenarios I mentioned above.

Hope that helps!

 

If my suggestion helped you, please give it a Thumbs up and Mark it as a Solution so that it can benefit others in the community.
Sudeep Ghatak
Microsoft MVP, Business Applications
www.sudeepghatak.com

Thank you for the reply Sudeep :  I think my flow will be like this:

When a new entry goes into my sharepoint list

approval process starts 

I update my list with a 'sent for approval'

approval waits

then when approval is accepted I will update my list with an 'approved'

I think what I wanted to avoid was having 20 flows sitting there waiting for approvals - but it seems that I cannot initiate an approval in one flow, and then act on the same approval in another flow - I just thought the approval id might be somewhere I could access

Thanks

Denise

SudeepGhatakNZ
Multi Super User
Multi Super User

Hi Denise,

 

The out-of-the-box actions wouldn't let you access an approval task from another flow.

The approvals get saved in Dataverse and can be accessed using Dataverse connectors as shown below.

https://sudeepghatak.com/cancel-approval-tasks-in-flow/  (See option 2) 

However, I would stay away from working directly with Dataverse tables unless there is a very good reason.

If my suggestion helped you, please give it a Thumbs up and Mark it as a Solution so that it can benefit others in the community.
Sudeep Ghatak
Microsoft MVP, Business Applications
www.sudeepghatak.com

Thanks Sudeep - really appreciate your insight

I will use the approval process as per the intentions and see how it goes

Thanks

Denise

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