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Identify potential requesters. Document required information needed to make approval judgment. Design the request form to capture all relevant information. Determine potential exceptions and handling procedures. Identify required approvers (individuals or groups).
An approval process is the method an organization uses to approve anything from documents, invoices, budgets, and purchase orders, to a new process that a company wants to institute. As a result, many organizations have transitioned to automated approval processes and workflows.
Introduction. The last steps in your discount approval process are creating final approval actions and final rejection actions. Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request, and it moves to the final rejection state.
Recall Actions. A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking. Record locking prevents users from editing a record, regardless of field-level security or sharing settings.
0:28 11:29 Suggested clip How to create approval workflow with Microsoft flow — In SharePoint YouTubeStart of suggested client of suggested clip How to create approval workflow with Microsoft flow — In SharePoint
Suggested clip How to create approval workflow with Microsoft flow — In SharePoint YouTubeStart of suggested client of suggested clip How to create approval workflow with Microsoft flow — In SharePoint
In the Project Requests list, click or tap Flow, then Create a flow. In the right pane, click or tap Start approval when a new item is added. If you're not already signed in, sign in to SharePoint and Outlook, then click or tap Continue. You now see the template for this flow, ready for you to complete.
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