In today’s, matrix management structure of the global workforce especially in newer industries, there is a need to inform and get approval of your absence (eg. vacation) so that your project managers are part of your scheduling decisions. We have used an example here of a Parallel Approval workflow, multiple persons are required to approve items, in this case vacation requests. Each person’s approval is independent of all other approvers. The same logic applies to Payables, Quality Assurance, Project/Service quotations, etc. This flow automates an employee vacation request process that requires approval from all persons (or teams) that the employee supports regularly. Employees use a SharePoint list to request vacation. Vacation approvals are required from the employee’s direct manager, the Sales team, and the Human Resources team. Each vacation request is routed to each approver for a decision. The flow sends email with status changes and then updates SharePoint with the decisions. Before you create the flow, create a SharePoint Online list; later, we’ll use this list to request approval for vacations. The SharePoint Online list you create must include the following columns: Make note of the name and URL of the SharePoint Online list. We use these items later to configure the SharePoint – When an item is created trigger. Create your flow from the blank template 1. Sign in to Microsoft Flow. 2. Select the My flows tab 3. Select Create from blank 4. Select the Create from blank button Add a trigger 1. Enter SharePoint into the search box. 2. Find, and then select the SharePoint – When an item is created trigger 3. Select the Site Address and the List Name for the SharePoint list that your flow monitors for new items Get the manager for the person who created the vacation request 1. Select New step, and then select Add an action 2. Enter get manager into the Choose an action search box 3. Find, and then select the Office 365 Users – Get manager (V2) action. 4. Insert the Created By Email token into the User (UPN) box on the Get manager card. This action gets the manager for the person who created the vacation request in SharePoint. Name and save your flow 1. Provide a name for your flow, and then select the Save icon to save the work we’ve done so far. Note: Select the Save icon periodically to save the changes to your flow. Add an approval action for immediate manager 1. Select New step, and then select Add an action The brief overviews below are real world application of this concept, and we will keep this discussion at a conceptual level to maintain client confidentiality. 2. Enter approval into the Choose an action search box. 3. Select the Approvals – Start an approval action. 4. Configure the Start an approval card to suit your needs. Note: The Title and Assigned To fields are required. You can use Markdown to format the Details field. Insert a parallel branch approval action for the sales team 1. Select the down arrow that’s located between the Get manager (v2) and the Start an approval cards.2. Select the plus sign that shows up on the down arrow after you select it.3. Select Add a parallel branch4. Select Add an action. 5 .Search for, select, and then configure a Start an approval action that sends the vacation request to the sales team. See the steps used to Add an approval action for immediate manager if you’re not sure how to add the Start an approval action. Note: Use the sales team’s email address in the Assigned To box of the Start an approval 2 action Insert a parallel branch approval action for the human resources team 1. Repeat the steps to insert a parallel branch for the sales team to add, and then configure a Start an approval action to send vacation requests to human resources. Note: Use the human resources team’s email address in the Assigned To box of the Start an approval 3 action. If you’ve followed along, your flow should resemble this: Options after adding parallel branches After you’ve added actions to parallel branches, you have two options for adding more steps to your flow: 1. Use the small Insert a new step button (the circular plus button that appears when you select any white space on a branch or the area immediately below a branch). This button adds a step to that specific branch. Steps you add with this button run after this specific branch completes. 2. Use the larger New step button at the bottom of the entire workflow. Steps you add with this button run after all branches complete. In the following sections, we use the small Insert a new step button to perform these steps on each branch: Add a condition that checks if the vacation request was approved or rejected. Send an email that informs the employee of the decision. Update the vacation request in SharePoint with the approval decision. Then, we use the larger New step button to send an email that summarizes all decisions made on the vacation request. Continuing… Add a condition to each branch 1. Select any white space on the Start an approval branch.2. Select the small Insert a new step button (the circular plus button that appears after you select the white space in the previous step).3. Select Add a condition from the menu that appears.4. Select the first box on the Condition card, and then select the Response token from the Start an approval category in the dynamic content list. 5. Confirm the list (in the middle of the Condition card) is set to is equal to.6. Enter Approve (this text is case-sensitive) into the last box.7. Your condition card should now resemble this example: Note: This condition checks the response from the Start an approval action that goes to the employee’s manager. 8. Repeat the preceding steps on the Start an approval 2 (the approval request to sales) and Start an approval 3 (the approval request to human resources) branches. Add email actions to each branch Perform the following steps on the IF YES side of the Condition branch. Note: Your flow uses these steps to send an email when the request is approved. 1. Select Add an action on the IF YES branch of the condition. 2. Enter send email into the search box on the Choose an action card. 3. Select the Office 365 Outlook … Read more
