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Step-by-Step Guide to Building a SharePoint Approval Workflow
Power Automate
Apr 29, 2024 11:00 AM

Step-by-Step Guide to Building a SharePoint Approval Workflow

by HubSite 365 about Dougie Wood [MVP]

Citizen DeveloperPower AutomateLearning Selection

Master SharePoint Approval Workflows with MVP Dougie Woods Step-by-Step Guide - Elevate Your Teams Efficiency!

Key insights

  • Understanding SharePoint Approval Workflows: A SharePoint approval workflow automates the approval process for documents, items, or tasks, streamlining approval by routing to appropriate stakeholders.
  • Power of Power Automate: Power Automate integrates with SharePoint to create sophisticated workflows, offering tools for both simple and complex approval processes.
  • Setting Up Your SharePoint List: Start by creating a SharePoint list for items requiring approval, customizing it with necessary fields for the workflow.
  • Creating a Basic Approval Workflow: Use Power Automate to set up an approval workflow, starting with a trigger for item creation or modification, and include steps for approval action and handling outcomes.
  • Advanced Approvals and SharePoint Designer: For more complex scenarios, Power Automate and SharePoint Designer provide capabilities for handling multi-stage approvals, parallel paths, and custom logic.

Deep Dive into SharePoint Approval Workflows

SharePoint Approval Workflows represent a transformative approach to managing tasks and documents in a collaborative environment. This automated process not only ensures that documents and tasks are approved by the right stakeholders but also significantly cuts down on the time typically consumed by manual approvals. With the introduction of Power Automate, the creation and management of these workflows have become more accessible and flexible, accommodating a range of complexities from simple single-level approvals to intricate multi-stage processes. Customization is key in SharePoint workflows, allowing for a personalized approach to approval processes that match organizational needs precisely. Whether you are setting up a list for expense reports or project proposals, the initial step of creating a SharePoint list tailored with the necessary fields marks the beginning of your workflow journey. For those requiring beyond the basic setups, SharePoint offers advanced tools through Power Automate and SharePoint Designer, catering to advanced scenarios with multiple approvers, parallel approval paths, and intricate conditional logic. The capacity to streamline operations, enhance productivity, and improve document management makes mastering SharePoint approval workflows an invaluable skill for anyone looking to leverage Microsoft's powerful collaborative platform.

In the tutorial "How to create a SharePoint Approval Workflow," Dougie Wood [MVP] guides users through the process of setting up automated approval processes in SharePoint Online. This functionality is crucial for streamlining tasks and ensuring smooth operations within organizations. SharePoint Online, paired with Power Automate, allows for the creation of sophisticated approval workflows to manage documents, tasks, and data efficiently.

Understanding SharePoint Approval Workflows
Approval workflows in SharePoint are automated sequences designed to facilitate the smooth approval of documents, items, or tasks. These workflows are essential for organizations looking to streamline their approval processes, enabling items to be submitted, routed, and tracked through to the final decision. The integration with Power Automate enhances these workflows, providing a seamless experience for users.

The Power of Power Automate in Sharepoint Workflows
Power Automate, a cloud-based service, enhances SharePoint by automating workflows across various applications. It offers an easy-to-use platform for setting up everything from simple to complex multi-stage approval processes within SharePoint Online. This integration significantly improves the efficiency and flexibility of approval workflows, catering to a wide range of organizational needs.

Getting Started: Setting Up Your SharePoint List
The initial step in creating an approval workflow involves setting up a SharePoint list. This list is where items requiring approval are stored, such as expense reports or vacation requests. Customizing this list to include necessary fields is pivotal for tracking the approval process effectively. This setup is foundational for the subsequent creation of the approval workflow in Power Automate.

Creating a Basic Approval Workflow in Power Automate
Dougie Wood walks through the steps to create a basic approval workflow, starting from opening Power Automate to choosing a trigger based on item creation or modification in SharePoint. The tutorial covers adding conditions, setting up the approval action, handling the approval outcome, and finally, updating the SharePoint list to reflect the item's approval status. This process exemplifies the ease with which users can automate approval tasks in SharePoint Online.

Advanced Approvals and Custom Workflows
For more complex approval scenarios, SharePoint Online and Power Automate offer advanced features. These include handling multiple approvers, configuring parallel approval paths, and employing custom logic for dynamic assignments. For users seeking more sophisticated customizations, SharePoint Designer is an alternative tool offering deeper functionality for creating intricate workflows with complex logic and integrations.

This tutorial by Dougie Wood demonstrates the versatility and power of SharePoint Online in automating and managing approval workflows. By leveraging Power Automate and SharePoint Designer, users can create both simple and complex approval processes tailored to their organizational needs, enhancing efficiency and productivity.

Expanding on SharePoint Online Workflows

SharePoint Online is an essential tool for businesses looking to automate their processes and increase efficiency. Its approval workflow feature is particularly valuable, enabling organizations to streamline decision-making and ensure that projects and tasks move forward promptly. Power Automate stands out as a key asset in this context, offering integration that simplifies the creation of automated workflows. Through Power Automate, users can design workflows that cater to their specific needs, whether those involve simple approvals or more complex, multi-layered processes. Moreover, the flexibility to customize lists within SharePoint Online ensures that every step of the approval process is tracked and managed effectively. Advanced users and developers can also benefit from SharePoint Designer for creating highly customized workflows. Overall, SharePoint Online's capabilities for facilitating approval workflows are a testament to its power as a collaborative platform, promising enhanced productivity and streamlined operations for organizations of all sizes.

SharePoint Online - Step-by-Step Guide to Building a SharePoint Approval Workflow

People also ask

How do you create a sequential approval workflow?

Manage sequential approvals efficiently by utilizing Power Automate.

How do I create a SharePoint workflow?

Here's the approach to follow:

How to route a document for approval in SharePoint?

For document approval routing in SharePoint, the site owner or your administrator can establish a Power Automate flow for the document library by navigating to Integrate > Power Automate > Create a flow. From there, you'll have the option to select an Approval template to initiate the flow. Upon creation, this flow will forward an approval request to the designated approvers. Should the approvers decide to reject the document, an automatic email notification will be dispatched to the document creator.

How to make an approval flow in Power Automate?

Embark on creating an approval flow.


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