Microsoft teams approvals.Respond to an approval from a chat or channel

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Data stored in Forms will not be deleted until the team owners clean it up from the deleted forms tab in the Microsoft Forms web app. Each team can contain at most approvals templates, and each template can collect a maximum of 50, requests based on the current capability in Microsoft Forms. You can view the audit log. For access to more auditing approvals within Power Automate, enable and configure auditing in the default environment for the primary approval entities Approval, Approval Request, and Approval Response.

Create, update, and delete operations are auditable events for Approval records. Learn more about Audit data and user activity for security and compliance - Power Platform Microsoft Docs. Auditing can be customized further in the Microsoft Security and Compliance Center. Learn more about Microsoft Dataverse and model-driven apps activity logging - Power Platform. From the Teams Approvals app, users have access to create new Approvals and view Approvals that they have sent and received.

Users won't have access to Approvals that are created by others unless they're either a responder or a viewer of the request. A user is given a viewer role of a request if they are part of the chat or channel where the approval was created. They won't have the ability to take action on the request if they weren't given that role when the approval was created. To use the Approvals app e-signature feature, you need a license for the specific e-signature provider that you want to use.

To obtain a license for your organization, you'll need to go to the provider's site. You can use the Teams admin center to control, which third-party e-signature providers are available to your users in the Approvals app. By default, e-signature providers are enabled in the Approvals app. When you disable an e-signature provider, your users won't have access to that provider when they create approvals. Your users also won't be able to view e-signature requests that were created using that provider.

E-signature approvals created from the Approvals app are stored in the selected provider's cloud environment. To export data about e-signatures, you'll need to go to the provider's site.

These basic approvals created from Microsoft Teams do not require an underlying flow and act as a way to quickly manually send approvals to users within Teams. Once submitted the approvers are notified within Teams and can act on approval either from the chat directly using the Approvals card or from within the Personal app. They can quickly review the details of the approval right within Teams before making a decision to approve or reject the approval. You view all your approvals in one place within the Approvals app in Teams.

From here you can get an overview of key details such as the status, requestor and approvals. You can also drill into any approval to track its progress. Any approval you create using Power Automate will be available in this view, not just approvals created within Teams. This way you have a single place in Teams to manage approvals whether they were generated using a flow or manually using the Teams app.

You can always create and customize your own approvals processes by linking it to an automated or scheduled trigger or even customize the steps taken before and after your approval by creating your own flow.

Microsoft has numerous templates for you to get started from that work with the over connectors on our platform. Track and manage your approvals You can see and manage all your approvals from one place, the Approvals app in Teams. Each request is displayed along with key details such as the status, source, requestor, and approvers. You can also select a specific approval to see some more information and track progress.

Bring all your approvals in one place Approvals in Teams is built on top of Power Platform so you can bring all your approval flows across the company together in one place using the simple workflow and extensibility capabilities of Power Automate. Capture electronic signatures Coming soon There may be times when you need something approved and recorded with more formal attestation, and adding signatures to the approval process is necessary.

Simply choose your electronic signature provider and add the details. Once submitted, signers are notified with an email and can easily review and sign. Approvals will keep track of the entire workflow right in context within Teams. Resources Get the most out of approvals in Microsoft Teams using these resources:. You must be a registered user to add a comment.

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Microsoft teams approvals. Create an approval from the approvals app

 

You can quickly start an approval flow from the same place you send a chat, a channel conversation, or from the approvals app itself. Just select an approval type, add details, attach files, and choose approvers. Once submitted, approvers are notified and can review and act on the request. These approvals are triggered directly with the Power Automate infrastructure and don't require a flow with an approvals action.

You will then have the option of approving or rejecting the file. If the sender has chosen custom responses these will show instead. When submitting a response, you can also leave comments. This is particularly helpful if you are rejecting a file to leave an audit trail on the approval. Your chosen approvers can then view the file and details given.

They then choose to approve the file or reject, with the option to write comments back. Approvals can be sent directly in a chat or a channel. Once submitted the approvers are notified within Teams and can act on approval either from the chat directly using the Approvals card or from within the Personal app. They can quickly review the details of the approval right within Teams before making a decision to approve or reject the approval.

You view all your approvals in one place within the Approvals app in Teams. From here you can get an overview of key details such as the status, requestor and approvals. You can also drill into any approval to track its progress. Any approval you create using Power Automate will be available in this view, not just approvals created within Teams. This way you have a single place in Teams to manage approvals whether they were generated using a flow or manually using the Teams app.

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