How to Create a Document Approval Workflow with SharePoint & Power Automate

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In this Video, I will show you how to simplify the document approval process using SharePoint and Power Automate.
In this tutorial, we walk you through the step-by-step process of creating a powerful workflow that automates document review and approval. Learn how to set up triggers, define approval stages, and configure notifications for a seamless collaboration experience.
Enhance productivity, ensure compliance, and eliminate manual tasks with this comprehensive tutorial on creating a document approval workflow using SharePoint and Power Automate.
Enjoy the Video!
00:28 Pre-requisites
01:30 How to Create a New Site
02:23 Create Two Folders
03:59 Create a New Flow
15:14 Test the Flow
17:26 Outro
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Опубликовано:

1 июн 2024

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Комментарии : 20

@alexkiprop5459 2 месяца назад

Very well done! I enjoyed and learnt a new skill in less than an hour and my boss is happy.

@SkillsBuildTraining 2 месяца назад

Glad you enjoyed it!

@GarrettKelley-mh2ks 2 дня назад

This worked great! How can I adjust for multiple people approvals? I adding an additional email under the "start and wait for an approval trigger" has not worked. When we both approve it goes to rejected. thoughts?

@chaseaway1162 3 месяца назад

You did that. Like a boss. Excellent explanation for the one thing I've been trying to do. Ty

@SkillsBuildTraining 3 месяца назад

Glad I could help!

@shaikabbas6048 8 месяцев назад

Excellent explanation very nicely explained thanks. Waiting to see more videos on power automate.....

@SkillsBuildTraining 3 месяца назад

Thanks!

@Gorganahfikark 6 месяцев назад

Excellent demo, thank you

@SkillsBuildTraining 6 месяцев назад

Glad you liked it!

@roadrunner400 4 месяца назад

Thanks for the demo. I have a complex query! How do you setup a chronological approval from this, based on an excel file (containing 1st 2nd 3rd approver email). I am struggling with just this one thing. Thanks again.

@hackintoshslovakia368 24 дня назад

thanks for tutorial, i love computers from atari, amiga ages, i want to explain new tools also, but in my age 50 i dont think technology is in right way, because, do such a simple thing such as approval documents with this extreme complitaded way is step back in how to use computer technology today i mean, anyway thanks once again, your video is easy understandable, against thousands of un-understanable complicated tutorials from other people

@pradeepsr3829 3 месяца назад

Good content. I have question regarding the flow waiting. How long does the flow wait after the approval is triggered to respective person ?

@q2l867 3 месяца назад

what alternatives to sharepoint can I use for such a scenario ?

@alexkiprop5459 2 месяца назад

Dynamics 365 ERP?

@przemszczur87 4 месяца назад

useful, thank you

@SkillsBuildTraining 3 месяца назад

Glad it was helpful!

@bryannacoleman6272 3 месяца назад

Can I do this with an already established Sharepoint site? Maybe just make folders accordingly?

@duvantrujillo2325 5 месяцев назад

if chosen the option for everyone how does that look ? Will it just need literally everyone from the team to approve in order for file to go from pre approved to then approved folder?

@FanpageShoaikaSaba 2 месяца назад

Hi ,Is there any way where we can fill one microsoft form with different name at one time For example TM Name Meenu,Sandy,Mr X then sent for approval and it saved in share point with three different row