Apps Development, Azure, Cloud Computing, Data Analytics, Power Platforms

4 Mins Read

A Guide for Multi-Level Approval using Power Automate

Introduction

Power Automate is a cloud-based application enables you to build automated workflows between your favorite apps and services to streamline daily operations and increase productivity. The automated workflows you develop with this service are called Power Automate Flows.

You can link and automate processes across numerous programs and services. We have around 250 connectors, including SharePoint, Dynamics 365, OneDrive, Twitter, Excel, etc., using Power Automate Flows. When an event, a condition, or a schedule is created, that triggers a flow, and you can then automate actions depending on that trigger.

Power Automate Flow

Events that can start a flow include the arrival of a new email in a user’s inbox, adding a file to a folder, or creating a new entry in a database, when the flow initiates a series of operations after being triggered, which may include sending emails, changing data, adding new records, or publishing messages on social media sites.

Pioneers in Cloud Consulting & Migration Services

  • Reduced infrastructural costs
  • Accelerated application deployment
Get Started

Types of Flows

  1. Automated Cloud Flow

The Automated Cloud flows its trigger when an item is created in SharePoint or email attachments, or a new record is created in Dynamics, etc. When triggered, it automatically starts a series of actions like workflow.

  1. Instant Flow

With the click of a button, you can begin automation. You can use your desktop or mobile device to automate repetitive tasks. For example, you can instantly send a reminder to the team by pressing a button on your mobile device.

  1. Scheduled Flow

Using a scheduled flow, you can automate routine processes like regularly sending out reminders or reports without manually entering each time. When you build a planned flow, you can specify how frequently it should run, choosing daily, weekly, or monthly options. Also, you can designate the time of day the flow should operate.

Steps to Create a Multi-Level Approval Flow

Let’s take the example using Dynamics CRM (Customer Relationship Management) when New Record is created in the Invoice to Get Approval for this record.

Step 1 – Go to the Power Automate Flows

step1

Step 2 – Click on Create

  • Select Automated Cloud flow
  • Choose Microsoft Data Verse
  • Select When Row is added or Modified.

step2

Step 3 – Change Type is Added

  • Choose an Entity on Which Entity you want to Perform this Action
  • Click on Next Step
  • Search for Approval
  • Search for Approval, Select Start and wait for an Approval
  • Choose Approve-Reject First to Respond

step3

Step 4 – In the above fig, the following fields are mandatory – title, the person you want to get the approval from, and you can add details for clarity while getting the approval.

Step 5 – In the details section, we can add Important Fields names, as mentioned above.

Step 6 – If you want to place Hyperlink in the Approval flow, you can place. Here [Click Here to View the details], Paste the Dynamics CRM URL

Step 7 – Add the Condition

step7

Step 8 – When the outcome is equal to approved, it should go to the next approver.

step8

Step 9 – Here, we have two conditions, if the outcome is equal to Approve, the mail will go to the 2nd Approver. If the outcome is Rejected, the Mail will go to the person who raised the Invoice. Repeat the same process for other Approvers.

Choose Start and Wait for an Approval

step9

Add the Condition

step9b

step9c

Conclusion

Power Automate uses an automation process to reduce manual work. We have around 250 connectors in power automate like Excel, SharePoint, OneDrive, Microsoft Dataverse, OneDrive, etc. Whenever a record has been created in dynamics, it automatically goes to the Approver for Approval Required. Here, the manual work has been reduced and time saved for processing, and we can also add different conditions in the flow.

The most common use in Power Automate flow is getting quick Notifications, significant notifications or emails, and Email attachments can be saved automatically to OneDrive or SharePoint. Power Automate approval procedures for things like time-off requests and documents.

Empowering organizations to become ‘data driven’ enterprises with our Cloud experts.

  • Reduced infrastructure costs
  • Timely data-driven decisions
Get Started

About CloudThat

CloudThat is an official AWS (Amazon Web Services) Advanced Consulting Partner and Training partner and Microsoft Gold Partner, helping people develop knowledge of the cloud and help their businesses aim for higher goals using best in industry cloud computing practices and expertise. We are on a mission to build a robust cloud computing ecosystem by disseminating knowledge on technological intricacies within the cloud space. Our blogs, webinars, case studies, and white papers enable all the stakeholders in the cloud computing sphere.

Drop a query if you have any questions regarding Power Automate and I will get back to you quickly.

To get started, go through our Consultancy page and Managed Services Package that is CloudThat’s offerings.

FAQs

1. What is a trigger?

ANS: – The flow is activated and started when a trigger happens. A new email appears in your inbox, a new item is posted to a SharePoint list, or a new file is uploaded to OneDrive.

2. What is the Condition?

ANS: – The condition is a type of control that checks the true or false and performs the action we provide. If the condition is true, the section will be executed, and if the condition is not satisfied, it moves to the false section.

WRITTEN BY Dadi RajKumar

Share

Comments

    Click to Comment

Get The Most Out Of Us

Our support doesn't end here. We have monthly newsletters, study guides, practice questions, and more to assist you in upgrading your cloud career. Subscribe to get them all!