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Power Automate Tutorial - SharePoint Document Approval Attachments

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What’s up friends?!
Welcome to a new Power Automate Tutorial! This time we are talking about how you can do sharepoint document approvals using approval attachments! It’s a great continuation from last weeks video!
This tutorial is led by the lovely Ashley Rogers! ( / ashrgrs )
Be sure to check out Ashley's blog for everything from PowerShell to Power Platform: SPinBetween.blogspot.com/
To follow me on Twitter head to / jonjlevesque
To make videos like mine head to my shop www.amazon.com/shop/jonlevesque
As always please LIKE & SUBSCRIBE!!
Much Love from Me!
-Jon

Опубликовано:

3 авг 2020

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Комментарии : 31

@stuandrews1618 4 года назад

Thanks for this, this is really useful!

@JonJLevesque 4 года назад

You’re very welcome!!

@AdiCristea 4 года назад

The 'using conditions without using conditions' part... gold! Thank you, Ash & Jon!

@JonJLevesque 4 года назад

Ash is the star! I’m just the host lucky enough to hang with her! :)

@vinayayinapurapu 3 года назад

simply beautiful Ash :). Learned new way of approvals and error handling using simple configuration.

@noshortcuttoglory6443 3 года назад

Thanks for this video. It is really, really helpful. Thanks Ashley and Jon.

@chrismoore9602 3 года назад

Very helpful and timely as workflow is on its way out.

@ErnestoAAcosta 4 года назад

Sweet video guys, thank you!!!

@evewfang 4 года назад

Thank you for this. I'm working on an employee record chang from using From + Flow. But since it some times contain sensitive employee detail, intead of showing all detail in the emial body, is there any way I can attach each individual form response as an attachment to the email?

@afkarerizwan 3 года назад

Hi. I benefit greatly from your videos in learning the power platform. I have one specific scenario where I need your help. I have a flow that runs on a selected file in a document library just like this example video. In addition, I have added 2 more files as "Input" items which are selected by the user when the flow runs. I need to attach those file as well to a "start and wait for an approval" item as well as an email that goes out with it. Your help with a video on how to do that would be extremely helpful and much appreciated.

@cynthiazinck1106 3 года назад

@Jon Levesque do you have a video for the following scenario: within my form, I have a question to upload a document.. used Parse function to save the file to Sharepoint. However, if there is no file uploaded when completing the form, the flow fails. If using a parse, how do I tell flow if there is no file uploaded, skip that step and just send the email as indicated?? Perhaps there is a different approach other than using parse for attachments to be included on email notifications as part of a flow??

@robfreeman1987 4 года назад

Hi Jon and Ash. Love this content you have been being to us. I am in the process of creating a complex PowerApp with PA for Approval. The issue I have is if a user deletes the approval email how can they navigate to the Approval without giving them access to SharePoint. As currently if they click my approvals they will then get sent to the file in SharePoint for the approval. Thanks and have a great day Rob

@janvisirdeshpande4645 4 года назад

Thanks guys, just one doubt, while using the "everyone must respond", out of the 4 approvers, what if 1 guy rejected the document as the approver had some feedback? Does it break the whole flow?

@sadashivappagirish7329 3 года назад

Hello Jon and Ash, Thanks for the video. I am creating a similar workflow and my folders are within the same document library. So, when I am moving a file from one folder to other folder, it is not picking the link from the second folder, instead its showing from previous folder. Any pointers to this ?

@kaitcho2910 2 года назад

This is awesome. Thank you. I am trying to setup something like this (word document with banking account details) BUT I am trying to move away from emailing attachments with account details through Outlook. As the email notification is coming from power automate in outlook, I wonder if I'm back to square one with my security concern?

@alnademeyer3406 4 года назад

Hi, love this would be nice if we could have one that actually does two more steps, one to checkout the document to apply Vision control for the person doing the revision and also convert to PDF. If you already have something like that please give me a link LOVE YOUR CHANNEL

@AlsobrookLa 4 года назад

Thanks for this! For the file name in the move file step, how do you set the flow to grab any file dropped into a specific folder? Instead of one specifically named file?

@dplantuk 3 года назад

Lauren Alsobrook in the ‘move file’ action, the file is specified directly in the video, but instead navigate to the desired folder and then choose dynamic and select name. For myself, I specified name followed by .docx

@salleymartinez7927 3 года назад

For how long is the file's approval status (Approved) kept for in a Doc Library?

@heatherfeather2621 3 года назад

Is the column "status" a hidden default column or a custom column?

@AM-jm5dr 2 года назад

Is there a way to create a Case Management Tracker with multiple attachments and one approval. For example: analyst creates case #123 with multiple attachments and manager reviews and approves the entire case. Then the case is displayed permanently with details on analyst name, approver name, date/times, attachments, etc?

@macvelayo7405 3 года назад

hi Ash, i cannot the make the attachment open in out look. It says the file format or file extension is not valid.

@oshinjain6300 4 года назад

Hi Jon I am working on a project in my organisation. I am stuck with a situation and hope you can really help me with that. Situation is How to get the data of an excel sheet attached on an email and then add the data to an Central Excel sheet on a SharePoint. If you can help me with that it will be really helpful

@rudiolivier7494 3 года назад

Please can you tell me how to create a document review flow to responsible person.

@philjones3108 3 года назад

But the document didn’t show as status approved or have the approval comments that were added at point of approval. Shame I thought I’d found what I needed.

@jaslynhughes8532 3 года назад

I might be reading it wrong, but it looks like that info has been set to update the Documents folder [8:33], which is kind of redundant because the file will no longer exist there as it's routed to Approval Requests when the flow runs, so it should be updating file properties in the Approval Requests folder instead.

@sogetrapdz5961 4 года назад

how to handle approval list attachements not in document library

@femsasefateacademy2886 3 года назад

Hey Jon thanks for all videos, I started learn power automate 5 days ago.... and I loved.... i have on questio... if I made a questionnarie in forms, not survey... questionnarie, how can i get if de responders send de right answes... sorry I from Brazil and dont write very well... I listen very well amn please in next videos speak more slow :-)

@heatherfeather2621 3 года назад

Make a list in sharepoint with matching fields and feed responses to list.