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MSDevSP
Frequent Visitor

Configure Approvers in Drop-down Box - PowerApps / Dataverse

Hi Experts,

 

I'm trying to create a Dataverse table for PowerApps. I want to create an approval system. when the Users submit the request, they should be able to select the approvers from a dropdown control in powerapps.

 

I couldn't find out which control to use for this requirement. In SharePoint, we can use the people picker column. Could you please advise how to achieve this in the dataverse?

 

I want to have limited approvers in the dropdown. when the user selects an approver and submits, the approver should be able to receive the task to act on.

 

Please advise how to achieve this.

 

Thank you!

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Prakash4691
Solution Specialist
Solution Specialist

@MSDevSP 

 

You can use lookup field which points to user table. Which creates 1:N relation with user to new table.

 

Use powerautomate to create task while creating a record or updating approver field.

 

If it answers your question, kindly give kudo and accept it as solution.

 

 

Regards,

Prakash

View solution in original post

3 REPLIES 3
Prakash4691
Solution Specialist
Solution Specialist

@MSDevSP 

 

You can use lookup field which points to user table. Which creates 1:N relation with user to new table.

 

Use powerautomate to create task while creating a record or updating approver field.

 

If it answers your question, kindly give kudo and accept it as solution.

 

 

Regards,

Prakash

View solution in original post

rampprakash
Memorable Member
Memorable Member

Hello @MSDevSP,

 

Create a lookup field for User in Request Entity.

 

Then Create a workflow in DataVerse by navigating 

Setings --> Advance Settings --> Process 

Create a process as when a record is created create a task and send an email to the user selected in step 1.

 

Please Mark as Answer and provide Kudos if it is helpful.

 

EricRegnier
Super User
Super User

Hi @MSDevSP,

To supplement a little on the previous two posts, workflows are a deprecated so I would suggest rather @Prakash4691 suggestion. There are different type of drop downs in Dataverse: option sets/choices and simple lookups which are more advance and also my recommendation. More info on those:
Choices: https://docs.microsoft.com/powerapps/maker/data-platform/types-of-fields#choices 
Simple lookups: https://docs.microsoft.com/powerapps/maker/data-platform/types-of-fields#different-types-of-lookups 


Also would suggest to have a look at approval flows where many of the approval functionality is built-in: https://docs.microsoft.com/power-automate/get-started-approvals

 

Hope this helps!

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