Define sequential order update#

Use the steps from Add an email action for pre-approvals to add, and then configure an action that sends an email when vacation requests are approved. Repeat the steps from add a condition to add, and then configure a Condition that checks the final approver's decision. When you're done, the card should resemble this image:

This action sends an email request for final approval. Use the add an approval action for pre-approvals steps we did earlier to add, and then configure another Start and wait for an approval action. Be sure to use the Email token from the Get manager category on the Add dynamic content from the apps and services used in this flow card.

The Get manager 2 card should resemble this image when you're finished. This time we get the pre-approver's manager.

Use the Get the manager for the person who created the vacation request steps we did earlier to add, and then configure another Get manager action.

Define sequential order update#

Select Add an action in the If yes branch.Įnter SharePoint in the search box on the Choose an action card, select the SharePoint filter, and then select the Update item action.Ĭonfigure the Update item card to suit your needs. In the Body box on the Send an email (V2) card, use the Comments token from the Approvals - Start an approval action.Īdd an update action for pre-approved requests This card is a template for the email that is sent when the status of the vacation request changes. This action gets the manager for the person who created the vacation request in SharePoint. Insert the Created By Email token into the User (UPN) box on the Get manager card. Select +New step, and then type get manager into the Choose an action search box.įind, and then select the Get manager (V2) - Office 365 Users action. Get the manager for the person who created the vacation request On the When an item is created card, select the Site Address and the List Name for the SharePoint list that you created earlier.On the When an item is created card, select the Site Address and the List Name for the SharePoint list that you created earlier. Under Choose your flow's trigger, select When an item is created - SharePoint, and then select Create. On the top-left menu, select New flow > Automated cloud flow. Select My flows in the left-side navigation pane. To identify which designer you’re using, go to the Note section in Understand the Edit with Copilot designer (preview). Power Automate uses either the classic designer or the Edit with Copilot (preview) designer. We use these items later when you configure the SharePoint - When a new item is created trigger. Make note of the name and URL of the SharePoint Online list. The SharePoint Online list you create must include the following columns: Title Later, we'll use this list to request approval for vacations.įor the purposes of this walkthrough, the SharePoint Online list that you create must include the following columns: If you are using SharePoint 2010, see SharePoint 2010 workflow retirementīefore you create the flow, create a SharePoint Online list. While we use SharePoint Online and Office 365 Outlook in this walk-through, you can use other services such as Zendesk, Salesforce, or Gmail.