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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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When building flows in Power Automate, there’s a trick when it comes to updating a field where you can select multiple items. This applies to: People-pickers Lookups Choice fields Managed metadata Especially if the field is required in SharePoint, flow will insist that you populate it with a value, even if that record already has one. In this post, I’ll
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In Microsoft Power Automate, you can create a flow that can take action based on specific columns being updated in SharePoint! This can be done on a list or library. There is an action called Get changes for an item or a file, which gives you a boolean for each field, whether it was just changed or not. Here’s how
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In this post, I’ll show you a way that a flow can be set up to manually trigger the same from from multiple locations in SharePoint. Here’s the back story. I created an approval workflow for a committee’s SharePoint site, for approving meeting minutes. Then, another committee wanted the same flow, then another and another. I ended up creating and
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Back in the old days of SharePoint, you could save a whole site as a template, and any workflows that were on that site, were automatically part of the template. So, sites that were created from that template then automatically had the workflows included. Now, “Site Designs” are the new way of creating a sort of site template in SharePoint
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What is lazy approval? It is the ability to reply to an approval email with the word “Approved” or “Rejected”, without need for the approver to go to a site in SharePoint. With the mobile workforce, this is a feature that is in high demand, for people to quickly be able to read an email and approve or reject instantaneously.
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In one week, I’ll be driving to Atlanta, to speak at SharePoint Saturday! This is always a great (FREE) event, and this year the list of speakers is phenomenal! You can Register now. Here’s some information about the sessions I’ll be teaching: 9:15 AM – Creating an Approval Workflow: Part 1 Level: 100 Track: End-User, Business Forms and documents are
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