Sharepoint 2013 document approval workflow multiple approvers.
1 I am quite a newbie with SharePoint Designer.
Sharepoint 2013 document approval workflow multiple approvers Using this content approval process, documents pending approval will not be visible to users until they are approved. Aug 5, 2022 · In this article, I'll show you how to create an approval workflow for SharePoint using built-in features from Power Automate. Get the related department record by using SharePoint connector, to bring the list of approvers. We will build a multi-level / serial approval workflow using the Approvals action & add approvers Feb 6, 2025 · Efficient document management is essential for businesses to maintain productivity and compliance. Each person's approval is independent of all other approvers. trueI'm looking to recreate something I made in nintex workflow on SharePoint 2016 for my company. We will leverage SharePoint Lists & an approval workflow along with SharePoint column formatting. I have been playing around a bit with approval workflows, but I can't seem to get it right. Editing the workflows in SharePoint Designer 2010 or 2013 When setting up workflows in SharePoint, you can change some of the basic behaviors, like who the approvers are, due dates for tasks, and the messages in the workflow. Mar 9, 2025 · 3-Stage SharePoint Document Approval: This is a workflow using Power Automate to automate document approvals within SharePoint, ensuring documents are reviewed by multiple stakeholders in sequence. A single toggle gets you started: Create, approve, reject, and cancel – without leaving your content or the context of your conversations. This type of approval workflow is useful in an organization that requires a person's manager and the manager's manager, to both agree to a vacation request for it to be approved. com Each of these approvers can stop the process by rejecting the document. Jun 9, 2022 · Best practice for SharePoint approval process How do you create a SharePoint approval process for 'Controlled Documents' where one group of people are responsible for all the creation and revision of all documents, and a second group of people are the approvers, but this second group positively cannot edit any of the documents? Jun 29, 2022 · Documents that contain sensitive information often require approvals. Resolution Access SharePoint site and create custom SharePoint list. Peter Kalmström creates a workflow that automates the approval process for new SharePoint library documents where several people need to approve, one after a Nov 22, 2024 · This Power Automate tutorial will show you how to create a multilevel approval in Power Automate based on a real-time scenario, with a detailed step-by-step guide. List name: Regulation Approvers Columns: Editor (PeoplePicker) Approver1 (PeoplePicker) Approver2 (PeoplePicker) Approver3 (PeoplePicker) Note: Using this Aug 20, 2025 · Step-by-step guide to configuring approvals in SharePoint to streamline reviews, automate workflows, and boost team efficiency. Learn how to require approval before someone can check something in to a SharePoint list or library to help control content better. . Nov 22, 2024 · Table of Contents What is Parallel Approval in Power Automate? Parallel approval in Power Automate allows multiple approvers to review and respond to requests at the same time rather than one after another. Sep 16, 2022 · How to create a multi-approval workflow Now that you have a group, all that remains is to create the multi-level approval Microsoft Forms workflow. This is a useful way to quickly get started with the approval workflows and for the most part, they address many common business process needs. Covers from start to completion including all aspects of setting up an Approval workflow. The Approvals connector does not include a standard action for sequential approvals. Approvals columns in SharePoint such as Approval status, Approvers, Responses, and Approval Creator will reflect the latest approval activity, for full history, leverage the Teams Approvals App May 12, 2024 · Learn everything about Content Approval in SharePoint and How to Enable Content Approval in SharePoint List or Library? Assign Multiple Approvers: Use SharePoint’s built-in features to assign multiple approvers, reducing the risk of a single point of failure and promoting collaboration. May 28, 2025 · Solution description Create a SharePoint list that has a list of all departments and a column for the required for each approval request. e. In case you list more than one approver, any of the approvers will be able to approve. The integration with the Power Automate Approvals API is particularly valuable. Apr 14, 2023 · This tutorial shows you how to create an approval workflow that requires everyone (all assigned approvers) to agree for a vacation request to be approved, but any approver can reject the entire request. In the demo below, Peter describes how to create a SharePoint 2013 workflow that runs automatically when a new document is added to a SharePoint document library. Feb 24, 2025 · Conclusion The integration of Power Automate with SharePoint for parallel approvals offers a powerful means to enhance efficiency and transparency in business workflows. Through SharePoint Online If the approval flow is directly connected to a SharePoint document library, then you don’t need to go through complex steps. Note: After any two of three approvers finish their approval tasks document will be either approved or rejected. May 16, 2014 · Here is a 2013 workflow that I created for a potential 3 step workflow. With the content approval feature in SharePoint, you can put a simple approval process for documents in a specific document library. Oct 20, 2025 · Learn how to implement a three-stage document approval process in SharePoint using Power Automate. Create a Power Automate workflow that runs every time a new record is created in the Projects list. 5 days ago · Power Automate Approval flow is one of the most effective ways to automate document review processes inside SharePoint. Of course, you can blend the approach and start with a parallel approval then add in a serial In this Video, I will show you how to simplify the document approval process using SharePoint and Power Automate. We will build a multi-level / serial approval workflow using the Approvals action & add approvers dynamically based on various use cases (type of data, value greater than, etc. Can someone please help me a bit with some kind of guide of how to set up the workflow below? The workflow would look like this: A document library user creates and uploads a document. Apr 22, 2025 · The ability to add different secondary approvers or modify approval chains on the fly is particularly valuable for organizations with evolving needs. the serial approval - 3 approvers for one step) Pay attention to the CFO approval section as that particular one is based off of dollar amounts like you referenced. Sep 3, 2025 · In a parallel approval workflow, multiple people are required to approve items such as invoices, purchase orders, vacation requests, and others. This comprehensive guide covers step by step with video. In addition to using the May 2, 2025 · The out-of-the-box (OOTB) sequential approval workflow in SharePoint libraries offers a straightforward way to manage document approvals. To create an approval workflow, add the Approvals - Start and wait for an approval action to any flow. However, I require the user who is submitting the document for review and approval to be able to select the reviewer to whom they need… Jun 7, 2023 · Power Automate is a cloud-based application enables you to build automated workflows between your favorite apps and services to streamline daily operations and increase productivity. Jun 14, 2016 · By adding multiple "Start Approval Process" actions you can have a multi-level approval workflow. This blog helps enhance document governance and approval with ease. This tutorial uses Power Automate to create a cloud flow that automates a parallel approval workflow. Oct 27, 2025 · Learn how to automate document approvals in SharePoint using Power Automate with multiple approvers and automatic status updates. Apr 6, 2025 · Learn how to enable, send, and manage approval workflows directly in SharePoint Lists using built-in features and Microsoft Teams Approvals. When invoked in SharePoint, end-users can see details about the Flow and enter a message via the Flow launch panel. Mar 12, 2025 · In this 3 stage document approval process, the "Start Approval" button gets clicked, to trigger the first flow. Moreover, the enhanced integration between SharePoint and Microsoft Teams centralizes workflow management, allowing users to track, approve, and collaborate within a single platform. Feb 24, 2025 · In this post, we’ll explore how to create a dynamic parallel approval flow using Power Automate with SharePoint. It is a workflow pattern in which all approvers are notified at the same time, and their responses can be collected independently. Or you can create a Parallel approval where multiple people get an approval request at the same time. However, we can use the Invoke an Dec 9, 2022 · In this tutorial, I will demonstrate how to create a document approval workflow in SharePoint Online using an out-of-the-box feature that was added to Nov 9, 2013 · Implementing approval workflow with dynamic approvers from another list using sharepoint designer 2013. Streamline your document approval process in SharePoint with this beginner-friendly tutorial! In just minutes, you'll learn how to set up Library Approvals a Sep 23, 2025 · Learn how to create approval workflows in Power Automate for SharePoint lists, with sequential approvals, multiple approvers, and submissions from external users. The approval action returns a final outcome of either accepted or rejected and a full history of each approvers response with a timestamp. You Aug 12, 2025 · Learn how to set up Power Automate approval workflows for SharePoint with step-by-step guidance, attachments, and best practices. Power Automate allows users to create automated approval workflows in Microsoft 365 applications such as SharePoint, Teams, Outlook, Forms, and Dynamics 365. 1 I am quite a newbie with SharePoint Designer. Sep 1, 2021 · In this tutorial video, I will show how to build Multi-Step Approvals in Power Automate. This will allow users to send a file for approval to two levels of users, automatically move the file once approved Feb 17, 2025 · An approval workflow in SharePoint is a predefined process that directs a document or item stored in a SharePoint list or library to one or more approvers. In this tutorial, I show you how to build a multi-step document approval workflow using SharePoint's NEW QuickStep Apr 29, 2024 · Understanding SharePoint Approval Workflows: A SharePoint approval workflow automates the approval process for documents, items, or tasks, streamlining approval by routing to appropriate stakeholders. This guide is perfect for Apr 30, 2025 · Learn how to automate SharePoint content approvals using Power Automate. This feature allows multiple approvers to review documents one after another, ensuring that each step is completed before moving on to the next. For instance, you can add 3 columns "approver1" "approver2" "approver3" in your library, then have your workflow ask for these 3 approvers' action. Mar 19, 2025 · SharePoint + the Teams Approvals app bringing you fast, easy approval-tracking business solutions – to any list or library. It was a document approval system that allowed up to 5 user inputted approvers on the first level (people to review different aspects of the submission for any factual corrections), 1 second level approver (preset, who acts as a sort of filter for the last level reviewer) , and lastly the last Aug 4, 2025 · By using Power Automate, the approval workflow is fully automated: when a new item is created in a SharePoint list, it triggers approval flows that notify the appropriate approvers and update the request’s status based on their decisions. Learn how to use the SharePoint Approval workflow to route a document or item for approval or rejection to automate business processes and to become more efficient. Mar 30, 2018 · The trigger To allow your end-users to start the workflow manually whenever they want to seek approval on a given document and provide runtime inputs like a Message to approvers, use the For a selected item trigger. I’m looking to implement a document approval process. In this detailed tutorial, you will create a complete approval system that collects multiple approvers, sends automated approval requests, supports several approval types, stores responses and comments, and updates status directly inside SharePoint. However May 19, 2024 · A multi level approval in Power Automate can be used to send an approval request to a 1st level approver, 2nd level approver and more. Jun 28, 2025 · Approach 1: Using the Built-in Sequential Approval Action Power Automate has an out-of-the-box a “Start and wait for an approval” action with a sequential approval option, it sends one approval request containing multiple sequential approvers and Power Automate manages the approval sequence and responses. This process allows multiple approvers to review at the same time, dynamically pulls approvers from a SharePoint list, and even handles rejections with ease. Monitor Progress: Regularly monitor progress through the approval process, addressing any issues that may arise and keeping stakeholders informed. Mar 5, 2025 · Approval workflows are essential for businesses to streamline decision-making processes, ensuring that tasks, documents, or requests receive the necessary approvals before moving forward. ). I can see flows using the approval function in SharePoint. In addition to using the In this tutorial video, I will show how to build Multi-Step Approvals in Power Automate. Mar 2, 2022 · Summary As you can see in this article, you can build a simple approval flow in Power Automate even if you’ve got multiple approval paths with various number of approvers. This automation manages and tracks all tasks involved in the approval process, providing a structured path from initiation to completion. Mar 10, 2022 · How to request document approval in SharePoint Click the checkbox next to the document you want to be approved, then ellipsis > Automate > Request Sign-Off On the side panel on the right, click Create flow On the next screen, type in the name (s) of approvers, add a personal message and click Run flow. Aug 14, 2024 · Send Approval Requests to Multiple Approvers using Power Automate I created a SharePoint list using the below column and data types for this example. Can't streamline document approvals? You're probably missing the obvious. There’s already a template you can use: Go to the target site document library Click the See full list on learn. In this video, you'll learn to create multi step approvals using Power Automate. Power Automate Dynamic Approvers: The entire Approval flow in Power Automate will be driven from the Approval Matrix. microsoft. Dec 15, 2014 · Create a workflow which is described on following image. Obviously there are some thing not shown on these screen shots (i. In this SharePoint tutorial titled "How to create a SharePoint Approval Workflow" we will show you how to build an approval process step by step. By allowing multiple approvers to act concurrently, organizations can significantly reduce approval times and improve collaboration across departments. Jul 1, 2025 · With Power Automate, you can manage the approval of documents or processes across several services, including SharePoint, Dynamics 365, Salesforce, OneDrive for work or school, Zendesk, or WordPress. See similar questions with these tags. This modern approach allows for more flexibility and integration compared to older methods. SharePoint Online provides a powerful solution to automate document approval workflows, reducing manual effort and ensuring smooth collaboration. We will showcase an Approval Apr 4, 2022 · List will track information like Approval required, Manager Approval needed, Approval Type (First to respond or Everyone must Approve) & the Approver list (multiple approvers). 📩Contact m Dec 11, 2024 · Learn how to set up content approval in SharePoint Online to manage visibility and streamline content control for lists and libraries. In this tutorial, we walk you through the s Step by Step Power Automate Approval tutorial video that covers how to build Approval flows for SharePoint lists, dynamically define flow approvers, keep track of Approval History, set item level Discover how to use SharePoint send for approval workflow simplified to speed up document approvals with ease. Oct 22, 2021 · Hello. Jun 10, 2024 · By using Power Automate, you can create a centralized approval workflow that works across multiple SharePoint document libraries. Instead of building a fixed flow for each approval you can store the moving parts in a configuration list and use them dynamically when needed. This SharePoint document approval flow is a great way to eliminate email approval requests and to allow any user to create centralized approval workflow in SharePoint Online. hlglbiebzisldqobawxwjvvmvlsscoimdfuprberdimqvdwktbzxzvrgctzkosykfhclsryo