Easiest Power Automate Sequential Approval Flow Pattern

Easiest Power Automate Sequential Approval Flow Pattern

With a Power Automate sequential approval you can use a single approval action to send approval requests to multiple people in sequence. We can also track the sequential approval history including the name of each approver, their response, the approval request date and when they responded. This is useful for invoice approvals, paid-time off requests, etc. when approvals must happen in a specific order.

Table of Contents
• Introduction: The Travel Request Sequential Approval FlowEnable Get New Features Early Setting For The EnvironmentSetup The SharePoint ListTrigger The Sequential Approval Flow When An Item Is CreatedAdd A Sequential Approval Action To The FlowRecord The Sequential Approval OutcomeTest The Sequential Approval Flow In Power AutomateView The Sequential Approval History In The SharePoint List




Introduction: The Travel Request Sequential Approval Flow

Employees at a manufacturing company use Power Automate sequential approvals to get travel requests approved by management. Every travel request must be approved by the employee’s manager and their department head.



The sequential approval history is tracked in a SharePoint list.



Enable Get New Features Early Setting For The Environment

At this time Power Automate sequential approvals are only available in preview. To enable preview features go to admin.powerplatform.com an create a new environment. Toggle on the Get new features early setting.



Setup The SharePoint List

Create a new SharePoint list named Travel Requests with the following columns and types:

  • Destination (single line text)
  • Start Date (date only)
  • End Date (date only)
  • Budget Amount (number)
  • Requested By (person)
  • Request Outcome (choice: new, submitted, approved, rejected)
  • Approver 1 (person)
  • Approver 2 (person)
  • Approval History (multiple lines of text)



As an example, a new travel Request entered into the list the data will look like this:



Trigger The Sequential Approval Flow When An Item Is Created

Open Power Automate and start a new automated flow. Select the SharePoint – When an item is created trigger and input the site address and list name.

We want to track the current approval status within the SharePoint list. Add a SharePoint – Update Item action directly after the trigger and set the Request Status field to submitted. This will let anyone who can view the list item know than an approval is in progress.



Add A Sequential Approval Action To The Flow

We want to send a Travel Request to two managers for approval one after the other. To do this add an Approvals – Start and wait for an approval action to the flow and select the approval type Sequential Approval. Load the Approver 1 Email into the Approval Steps – Assigned To 1 field. Then add another approval step and apply the Approver 2 Email.



Input additional details about the Travel Request to help the approvers make a decision. Include the Requested By Email in the Requestor field.



Use this expression to format the Budget Amount value as a currency with a dollar sign and two decimal places.

formatNumber(triggerOutputs()?['body/BudgetAmount'],'C2')



Record The Sequential Approval Outcome

After the sequential approval is completed we will want to know whether the approval was accepted or rejected. We also want to track the approval history including each approver, their response, when they received the approval request and when they responded.

Add a condition action and check whether the outcome of the sequential approval ends with Approve. The outcome is a comma separated text string with the values Approve or Reject in order from the first approval to the last.

Then add a SharePoint – Update Item action inside of the Yes block. Set the Approval Status to Approved and the Approval Summary to the Response Summary dynamic value.



Inside of the No block set the Request Status to Rejected and also update the Approval Summary.



Test The Sequential Approval Flow In Power Automate

We’ve now built our sequential approval flow in Power Automate. Let’s test it out! Go to the SharePoint list and create a new item with the values shown below. Use the names of actual approvers within your own organization. Press save once finished.



After the SharePoint list item is created the approval will be sent to the first approver on the list.



As the sequential approval is completed by each approver their responses a tracked along with a timestamp. The final outcome will be either Approved or Rejected.



View The Sequential Approval History In The SharePoint List

Once the sequential approval flow is completed we can view the approval history in the SharePoint list.



The history includes the final outcome, the approvers, their responses, approval request dates and response dates.




Questions?

If you have any questions or feedback about Easiest Power Automate Sequential Approval Flow Pattern please leave a message in the comments section below. You can post using your email address and are not required to create an account to join the discussion.

Matthew Devaney

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Tiago
Tiago
3 months ago

Hello Matthew, I read your Tutorial about approvals and I want to congratulate you. But I have doubts about approvals. How to set the maximum approval date? Example:

Approval 1: Deadline for approval: 06/23, if I don’t approve, I send an email with delay information. It’s possible?

Another question: Is it possible to create a group of approvers: where all members see the request but only one approves it?

Tks.

Tiago Siqueira

Jess
Jess
5 days ago

Matthew – where is your article explaining how to add reminders to this flow? Thanks!

Gedean
Gedean
3 months ago

What a beautiful tutorial. She needed something similar to what you teach.
But one question: how and where can I create groups of approvers?
I need to notify 3 people per approval stage but when 1 approves, follow the flow to the next stage.

Hiral
Hiral
3 months ago

Awesome Instructions. I created similar approval workflow and the issue I am experiencing is auto turn off. When there are multiple workflow instances are waiting for approval, my workflow turns off itself and cancel all running instances due to some threshold. Do you have an idea what would be the issue?

Ben
Ben
3 months ago

How do you switch on the Get New Features early option on an existing environment

john K
john K
3 months ago

Hi
How do i see the approval summary column? Is that a system generated column?
Thanks

Amr Derar AlOmari
Amr Derar AlOmari
3 months ago

Thanks a lot, dear Mathew, Unfortunately, I have a problem that each time I add an approver email, a For each bubble appears! What am I doing wrong?!

Thanks again 🙂

Screenshot 2024-06-30 224816.png
Vicente
Vicente
3 months ago

Hi Matthew, thanks for a great post.
Do you have any idea on when this great feature of Automate sequential approvals will be available in the regular ( non early features) environment ? I have looked for it all over but I can´t find it in the Microsoft roadmap https://learn.microsoft.com/en-us/power-platform/release-plan/2024wave1/power-automate/planned-features

Thanks for the help!
Vicente

Nathan
Nathan
2 months ago

This is fantastic. Any ideas when it might be out of preview? In a large organisation I don’t have a license to create a power platform environment

Last edited 2 months ago by Nathan
Karol
Karol
2 months ago

Hello Matthew, great tutorial. Can I enable the Get new features early function for an existing environment, or does it have to be a newly created environment?

Toqeer
Toqeer
2 months ago

Hi Matthew

I am not too familiar with PowerApps environments, if I were to apply this newly created ‘environment’ to use this feature at a workplace SharePoint site – the workflow would not work in practice? Thanks

mb955
mb955
1 month ago

Is it possible to send mail from every step of approvals to approvers?

Phil
Phil
1 month ago

Thanks v much, this looks just what I need. However, in our organisation some of the approval steps are sometimes optional. Do you know if there’s anyway for the flow to skip over/ignore one of the approval steps if the originator of the request has, for instance, left the Approver 2 column blank/empty, and move on to Approver 3? Also, sometimes, the Approver at Step 1 and maybe Step 3 may be the same person, but when I test this I get a “duplicate approver” error. Do you know if it’s possible to tell PA to allow duplicates, somehow? I’ve had a look, but can’t seem to do this.

WilsonNY14
WilsonNY14
1 month ago

Hi Matt. Thanks for the writeup. Is it possible to add attachments to a sequential approval process in Power Automate? I did not see a field for this.

Adam
Adam
1 month ago

Thanks for a great tutorial, do you know how to handle a sequential approval where the number of approvers required depends on the dollar value of the item? For example if it’s $10k then only 2 people would need to approve, if it was $50k then 3 people and >$100k 4 people?

Our current flow triggers 2,3 or 4 separate approval requests based on the amount, I think a sequential approval would be a nicer solution if I can work out how to handle the different no of approvers required.

Thanks.

Christina Ortiz
Christina Ortiz
25 days ago

This was great. Thank you for sharing.

I am attempting a sequential approval flow in Power Automate for the first time and was wondering if it’s possible to post the approval history to the list as each approver approves. I have four approvers in a process and the admin would like to be able to refer to the list to see the last person that approved instead of having to go into approvals to view in each request.

Surya
Surya
7 days ago

Hi Matthew,
Thank you for sharing. I have a question: When Approver 1 rejects a request, can the final status not be sent to Approver 2?

Last edited 7 days ago by Surya