Power Automate Approvals

In this video, Jonathan guides students through the process of setting up data sources for a Power Automate Approvals course using SharePoint lists. He demonstrates how to create a team site and two specific lists: a travel request list using a template and a custom sales discount list.

In this course, Jonathan introduces students to Microsoft Power Automate Approvals, focusing on how to effectively utilize various approval options within cloud flows. He covers the integration of Dataverse tables to support approvals and demonstrates practical applications, such as managing document approvals and creating adaptive cards for Microsoft Teams.

In this video, Jonathan demonstrates how to use the Power Automate Approvals connector to create custom response options for approval workflows. He explains the process of setting up an automated cloud flow using a SharePoint list as the data source, allowing users to select from predefined discount percentages.

In this video, Jonathan explains the process of setting up sequential approvals using the Power Automate Approvals connector. He demonstrates how to configure the workflow to automatically route approval requests through multiple stages, leveraging the "Get Manager" action in Office 365 to dynamically identify and include managers in the approval chain.

In this session, Jonathan introduces the Power Automate Approvals connector, highlighting its new feature that allows users to approve or modify suggested text dynamically. He demonstrates how to create an instant cloud flow, manually trigger it, and utilize the "start and wait for an approval of text" action to pass in and adjust values. This feature enhances user control by enabling approvers to review, evaluate, and amend text before final approval, ensuring accuracy and flexibility in automated workflows.

In this video, Jonathan demonstrates how to create an approval reminder flow using Power Automate's approvals connector. He explains the process of splitting the "start and wait for an approval" action into separate "create an approval" and "wait for an approval" actions, allowing for parallel workflows. Key concepts include initializing variables, using Boolean logic, and implementing a "do until" loop to send periodic reminders until the approval is completed.

In this session, Jonathan explains how to utilize Microsoft Dataverse tables to manage and analyze approval data without creating new approval flows. He highlights the importance of the "approval" table, which logs every approval action, and the "state code" column, which indicates whether an approval is active or inactive. Jonathan also demonstrates how to use Power Automate to filter and parse this data, creating a workflow that lists all incomplete approvals for better tracking and management.

In this module, Jonathan introduces the "Send e-mail with options" feature in Office 365 Outlook, which allows users to create customizable approval workflows directly within emails. He explains how this feature can be used to send emails with dynamic content and custom options, making it particularly useful for approvals involving external users. Jonathan demonstrates the process of setting up an automated cloud flow in Power Automate, using a SharePoint list as the data source and configuring the email to include header text, body content, and selection options.

In this module, Jonathan introduces the Microsoft Teams Connector within Power Automate, focusing on the "Post a choice of options as the Flow bot to a user" action. This action allows users to send customizable options directly within Teams, facilitating quick internal responses and updates to SharePoint lists based on user selections.

In this module, Jonathan demonstrates how to use Power Automate to create an approval workflow by posting an adaptive card in Microsoft Teams. He explains the process of designing the adaptive card using the Adaptive Card Designer and integrating it with a SharePoint list to trigger the workflow.

Congratulations on completing the Power Automate Approvals course! Throughout this course, you have explored various modules that cover different types of approvals available in Power Automate. You have gained a comprehensive understanding of how to utilize Power Automate Approvals, Outlook for Office 365, and Microsoft Teams to create effective approval workflows tailored to your specific needs. With these skills, you are now equipped to handle any approval scenario that comes your way. Thank you for your dedication, and we look forward to seeing you in future courses!