This is the last in a three part series looking at approvals on the Microsoft Power Platform.
We will round this out with a quick look at a couple of examples of how we could expand this using workflows and other functions on the
platform. The goal here is to spark ideas and hopefully get people excited about refining their business operations.
Imagine your organisation is implementing a Project Management Office and one aspect of that is ensuring that Projects are green-lit by all of the required parties. Your organisation isn't too far down the Powerapps path but you are using Lists and loving it. Hence, you have your pending projects in a list with a few key pieces of information, including status...fantastic!
Let's build on this. When a project status is changed to "Pending Approval" we will trigger a workflow in Power Automate. Let's describe this at a high level, since we are just bouncing around ideas here, right?
There is a bit going on there, hey. Remember, the built in Approvals function is doing the heavy lifting here. I want to focus on just a couple of points.
Sure we are configuring a workflow but the fact of the matter is that we are letting the platform do most of the work. We now have a Project approved and ready to go ahead.
In this scenario, your organisation is working with a basic change management process. Again you have a List with the Requests For Change (RFC) and they have statuses. The difference here is that when an approval is required, 5 members of a Change Advisory Board are sent approval requests but only a minimum of 3 approvals are required to proceed.
When an item status is changed to "Pending Approval" we again will trigger a workflow in Power Automate. However, we will handle this a bit differently. The main thing we introduce is that we will store some data about the requests and update this as the responses come in. Why? So that we can have the workflow count up the outcomes and update the status based on this.
Let's have a look.
Once the verdict is in then the item is updated.
I hope this post has sparked some ideas or maybe an interest in using the tools at hand to expand and enhance how you operate. We really enjoy using the Power Platform to meet business needs. If you'd like to know more, visite our page about the Power Platform.
If you would like to work with us to find solutions for your organisation, fill out the contact form and we will be in touch.