How To Add Approval Status In Sharepoint List

Are you looking for a way to add an approval status to your SharePoint list? Look no further! In this section, we will walk you through the simple steps to achieve this.

To add approval status in a SharePoint list, you can use Microsoft Flow. First, create a leave request list in SharePoint and create a flow in Microsoft Flow that is integrated with the list. In the flow, use the “update item” action to update the approval status. You will need to create a column in the list to hold the approval value, and you can hide this column from the “new” form by enabling management of content types for the list and marking the column as hidden in the default content type. This way, users will not see the approval column when submitting the form, but it will be visible in list views.

If you need a two-stage approval process, you can create one flow with the logic of sending the approval to the first supervisor and updating the approval status based on their response, and then continuing to the second supervisor for a similar process. Be sure to update the SharePoint list item in the flow to reflect the response from each supervisor.

If you encounter any issues with the approval status column, such as it updating the wrong rows or not showing up at all, check your flow and SharePoint settings to ensure they are configured correctly.

Creating a Leave Request List in SharePoint and Integrating with Microsoft Flow

The first step in adding an approval status to your SharePoint list is to create a leave request list and integrate it with Microsoft Flow. Follow these instructions to get started:

  1. Log in to your SharePoint site and navigate to the desired site where you want to create the leave request list.
  2. Click on “Site Contents” in the left navigation menu.
  3. Click on the “New” button and select “App” to create a new app in the site.
  4. In the “Apps” page, search for “Custom List” and click on it to create a new custom list.
  5. Give your list a name, such as “Leave Request List,” and click on the “Create” button.
  6. In the newly created list, click on the “Flow” dropdown in the toolbar and select “Create a Flow.”
  7. Follow the prompts to create a new flow using Microsoft Flow, integrating it with the leave request list you just created.

Once you have successfully created the leave request list and integrated it with Microsoft Flow, you can start using the flow to automate the approval process. The next section will guide you through the process of using Microsoft Flow to update the approval status in your SharePoint list.

Remember, the integration of Microsoft Flow with your SharePoint list allows you to streamline and automate the approval process, saving your team time and effort. By following these steps, you can ensure a smooth workflow in your organization. Continue reading to learn how to configure the flow and implement a two-stage approval process if needed.

Summary

Step Description
1 Create a leave request list in SharePoint
2 Integrate the leave request list with Microsoft Flow
3 Follow the prompts to create a new flow in Microsoft Flow

Using Microsoft Flow to Update Approval Status

Once you have integrated your leave request list with Microsoft Flow, you can proceed with updating the approval status using a flow. Follow the steps below to ensure a smooth and efficient workflow.

  1. Create a column in your SharePoint list to hold the approval value. To do this, enable management of content types for the list and mark the column as hidden in the default content type. This way, users will not see the approval column when submitting the form, but it will be visible in list views.
  2. In Microsoft Flow, create a flow that is integrated with your leave request list. Use the “update item” action to update the approval status based on the response from supervisors. Make sure to select the appropriate column to update and configure the flow to reflect the approval value.
  3. Test the flow by submitting a leave request and checking if the approval status is updated correctly. If you encounter any issues, double-check your flow and SharePoint settings to ensure they are configured correctly.

If you require a two-stage approval process, you can create one flow with the logic of sending the approval to the first supervisor and updating the approval status based on their response. Then, continue the process with the second supervisor for a similar review and update. Remember to update the SharePoint list item in the flow to reflect the response from each supervisor.

By utilizing Microsoft Flow, you can easily add an approval status to your SharePoint list and automate the workflow. This saves time and improves efficiency for your team. Ensure that you follow the steps outlined above to achieve a successful implementation.

Table: Summary of Steps

Step Action
1 Create a column in SharePoint list for approval value
2 Create a flow in Microsoft Flow integrated with leave request list
3 Configure flow to update approval status based on supervisor response
4 Test the flow by submitting a leave request

Implementing a Two-Stage Approval Process

In some cases, a single approval stage may not be sufficient. If you need a two-stage approval process, follow these steps to implement it effectively in your SharePoint list.

First, create a flow in Microsoft Flow that is integrated with your SharePoint list. In this flow, you will set up the logic for sending the approval request to the first supervisor. Use the “update item” action to update the approval status based on their response. Make sure to update the SharePoint list item in the flow accordingly.

Once the first supervisor has approved or rejected the request, the flow should continue to the second supervisor for a similar process. Set up the flow to send the approval request to the second supervisor and update the approval status based on their response. Again, don’t forget to update the SharePoint list item in the flow.

If you encounter any issues with the approval status column, such as it updating the wrong rows or not showing up at all, check your flow and SharePoint settings to ensure they are configured correctly. Double-check that the approval status column is correctly mapped in the flow and that the column is not hidden in the default content type.

By following these steps, you can successfully implement a two-stage approval process in your SharePoint list, ensuring a thorough review of requests and maintaining an efficient workflow for your team.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.