Tag Archives: flow

Delegate When an Approver is Out of Office in Power Automate

Have you ever kicked off an approval process, only to have it sit there waiting because the approver is on vacation? 😩 I have! In this blog and video, I show how to build a flow that automatically checks whether your approver has an out-of-office reply turned on. If they do, it routes the approval to someone else instead. No

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SharePoint Approval Requests in Power Automate

If you’ve been working with SharePoint and Power Automate for any length of time and you work with SharePoint approval requests to get some form or file approved, you’ve probably experienced the frustration of trying to create approval workflows that feel seamlessly integrated with your SharePoint lists and libraries. The traditional Power Automate approval actions work, but they exist in

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Microsoft Form Attachments: Organize Files with Power Automate

Microsoft Forms create flow to send attachments and metadata to SharePoint

Have you found that handling attachments in Microsoft Forms with a Power Automate flow is a bit tricky? If you’ve ever been frustrated with where those attachments end up (spoiler alert: they don’t go where you want them), this one’s for you. I’ll show you how to get those Microsoft Form attachments and be specific about where they end up.

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Move SharePoint Designer Workflows to Power Automate

SharePoint Designer has been the go-to tool for creating workflows in SharePoint for many years. However, Microsoft has been phasing out support for SharePoint Designer. This means that it’s time to move your old SharePoint Designer workflows to Microsoft Power Automate.

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Action Button in Lists: Set Column Value

SharePoint Lists / Microsoft Lists have a capability that allows you to add a button to a row, which when clicked will set the value of one or more columns in that row.  For example, a “Complete Task” button, when clicked, could set the a status column in a row to “Completed” and set a person field called “Completed by” to the current user’s name.  All of this can be done without the need for any kind of workflow or flow.  You’ll also learn the logic of how to create a button that only shows for a certain person.

I’ll also show you a way to kick off a flow, without the flow panel popping out and without the user having to click to run the flow in multiple dialog boxes.

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Live Online- Advanced Power Apps & Power Automate in November

November 8-12, 2021, I’ll be teaching my live online class!  Come join me and learn advanced Power Apps and Power Automate (two deep-dive courses all in one week).  SharePoint is near and dear to my heart, so this course is geared towards SharePoint people. Learn how to build forms and automate business processes in this 5 day immersive course!  We

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Approval Templates – Forms in Teams

In Microsoft Teams, there is a way to create quick and easy forms to run through simple approval processes.  This is done in the built in “Approvals” app in Teams, and it uses Microsoft Forms.  In this post, I’ll show you how to use the approval templates, and how to create your own templates and share them with your whole

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