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Request Approval Flow in a Modern SharePoint Online List

Connectors: SharePoint, Approvals, O365 Outlook​

 

  1. Create a SharePoint Online List - Add 4 columns: StartDate, EndDate, Approved, Comments​
  2. Create a Flow: “Start an approval when a new item is created”. Modify it to update SharePoint list.​
  3. Add Vacation request in a SharePoint List​
  4. Approve or reject Vacation Request Flow in email or Flow approval panel.​
  5. See Flow take the final actions and update the SharePoint list.

 

1. Create a SharePoint List - Add 4 columns: StartDate, EndDate, Approved, Comments​

 

SPO-columns.jpg

2. Create a Flow on the action bar and click show more.

2-panel.jpg
 Add “Start an approval when a new item is created”.

3-Approve.jpg
Name the flow "Vacation request", add the site address, list name and add the dynamic content in the "Start an approval" connector fields.  Be sure to manually add the email address of the person assigned to approve the request.  Note: You can also automate this process by creating a SharePoint "Assigned To" field in the list and have the requestor select a person or multiple people when they create the request.  And add the "Assigned to" field through dynamic content.


4-flow-request.PNG 

 

Add the condition of Response is equal to Approve. If yes, email the creator, request is approved and update the SharePoint item. If no, email the creator, request is rejected and update the SharePoint item.  And click Save.

5-condition.jpg

 3. Add a "New" item vacation request to the SharePoint list.  This kicks off the Flow.

 

 6-newitem.jpg

 4. Approve or reject vacation request through email or Flow approval panel. Add comments if needed.

 

7-email.PNG
8-emailpanel.jpg

 

5. See Flow take the final actions and update the SharePoint list. Vacation Request List gets updated with the approval or rejection and any comments that may have been entered.

 

9-final.PNG


Michelle is an Office 365 solution architect in Twin Cities, MN. She has been delivering business collaboration solutions for years with her focus on SharePoint and Office 365. Michelle is a recent board member of the Minnesota Office 365 User Group and has been a member of the SharePoint community since 2009. She is a frequent speaker at MNSPUG and SharePoint Saturday and co-chaired the Legal SharePoint User Group for 4 years. Her most frequent projects have involved rolling out a large deployment of Office 365, SharePoint Online intranet, build of a "CHAMPS" Office 365 user adoption program and most recently, SharePoint On-Premise to Online Migration. Michelle is very excited about cloud technology as it is shifting her IT Pro focus to collaboration strategy and technical adoption.

 

You can follow her on Twitter @MichellesUtopia and LinkedIn https://www.linkedin.com/in/michelleanngilbert

Meet Our Blog Authors
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
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  • I am building business processes and applications that are easy for users' to stick to, so they can follow and understand them. In overall I transform processes to be more reliable and effortless. I am a proud co-organizer of SharePoint Saturday Warsaw and active community member, blogger and international speaker.