Not only this option allows you to capture Approval/Rejection comments (which is a very frequent requirement), but you also have a special area for Approvers! This is super convenient for managers, who might be getting tens, if not hundreds of approval requests during the day. Isn’t it awesome? Which option should I use?īy all means, I like Option 2 better! While it does not allow to customize Output/Response verbiage like Option 1 (you can either Approve or Reject), by far it provides the best user experience. There is a special Approvals section on the mobile app that allows the user to access his or her pending approvals and one can do all of them all in one shot right on the mobile device. …and once Approve or Reject buttons are clicked, the approver can supply additional comments!Īpprover comments can later be used in the body of the email when the response is sent back to the originator.īy the way, the same experience is available on the Flow mobile app as well. On that page, the user can get more info on the item, click Accept or Reject… However, unlike with the previous Option, when the users clicks on either Approve or Reject, they are redirected to the special Approvals Page, like the one below. Just like with the Option 1, a user gets an email, and he/she can approve or reject the item right from within the email itself. The cool part starts when you execute the flow. When you add the Start an Approval Action – you configure all the different aspects of it, like assigned to, linking to the item, message body, etc. Not only that, it designated a special area accessible via browser and Flow mobile app for the approvals! Once the Approver clicks the corresponding link within an email, the following user-friendly message will appear:īecause Approvals are so common and are part of so many business processes, Microsoft has created a special action altogether called Start an approval. They can be anything you want, not just Approve or Reject. The Approval Request clickable options are set under User Options above. Here is what the Approval email will appear like to an approver. If Output is Reject – a rejection email ill be sent. For example, if Output is Approve – approval notification email will be sent. Condition) to continue the flow based on the Output (response). Microsoft Flow then records the response as an Output and you can use the logic (i.e. Whatever the options are – both will appear as clickable links within the email – allowing a user to approve or reject right from within the body of the email. For example, two output options could be Approve and Reject.
This action essentially sends an email to users with clickable options that can be specified in the configuration of the action within Microsoft Flow. In case you are wondering what an action is and want to brush up on terminology, I suggest that you check out this post. And that is what I would like to explain and demonstrate today.īoth of the options above are built-in Actions within Microsoft Flow. When it comes to building an approval workflow, there are actually 2 unique ways of doing so in the Microsoft Flow. Microsoft Flow, naturally, allows users to build more sophisticated workflows, with approvals and custom notifications.
#Microsoft business contact manager 2010 review how to
I have provided detailed instructions on how to set it up in this post.
SharePoint by itself has a very simple Content Approval mechanism that can easily be enabled on any list or library, which allows users to approve/reject documents and items without engaging or creating a true workflow. Most of the time, we just want to have a simple outcome of either Approval or Rejection. It could be a simple vacation request approval or a document review. Based on my experience, I would say that majority of business processes within organizations revolve around some sort of approval.
0 kommentar(er)
