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sbranum
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Approval Workflow - Separate Approvals by Field Data

I am working to create an approval workflow based on data populated into a spreadsheet/table.  Ideally, I would be able to present the data in a user-friendly format (sort of a "roster" type of format) in Power Automate for the assigned individual to approve.  Sounds simple; however, I want to present multiple rows from the table for approval, and, I want to create separate approvals based on a value in one of the columns.  That is, if Joe Smith works in two departments, but has several customers in each department, I want all of the customers for department one in an approval and all the customers for department two in another approval.

 

Here is a visual example using a table I created with fake names, data, etc.  In the table below, I would like to send an approval to JSMITH23 for the Acquisitions department which displays all of the customers (and any other field data I want) for that department.  I would like to also send a different approval for JSMITH23 for the Accounts Payable which displays any customers and other field data I would like.  We need each approval to only display customers in those respective departments - and only for the Approval ID we designate (for security purposes). 

 

User IDDepartment

Approval ID

Customer Name
JSMITH23AcquisitionsJSMITH23!ACQDaniel Rodriguez
JSMITH23AcquisitionsJSMITH23!ACQRobin Nguyen

JSMITH23

Accounts PayableJSMITH23!APYSherry Wilson

RDAVIS7

Accounts PayableRDAVIS7!APYAndrew Barnes

JJOHNSON1

MaintenanceJJOHNSON1!MNTCelina Edwards

In this specific example, all the customers for JSMITH23!ACQ would be on one approval, JSMITH23!APY on another approval, etc.

 

Is this possible?  Thank you for any help you can offer.

1 REPLY 1

@sbranum 

 

If this is stored over a Share point list, then you can make use of GET ITEMS action to retrieve information present in the list.

 

Once you get the required information you can use FILTER ARRAY action and specify condition that you want the array to be filtered.

This will show the filtered output value and from here you can exact specific field value using PARSE JSON action and pass it to approval step.

 

If this information helps you with resolution, please consider giving a thumbs up and mark the solution as resolved.

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