Dear All, I want to create a Form, in which the user creates a Requisition for his team along with few more information. However, this has to go to his Manager for approval, after which it has to go to the Department Head. Could you please guide me as to how I accomplish this. Thanks

If possible, Approvals in Teams is a way for your scenarios - https://support.microsoft.com/en-au/office/what-is-approvals-a9a01c95-e0bf-4d20-9ada-f7be3fc283d3

Hi sunilbsrv2k Hopefully, my mock-up flow below will give you some ideas to assist you in your solution. Can possibly do a teams meeting to deep dive into the requirements if our timezones allow. Here's a simple flow where I can extract the submitter automatically from the form and then use those details to look up their manager (assuming your org has populated this detail in the Office 365 account). I then trigger an approval to the manager and once approved, it will notify the Department Manager to also approve/reject. Your first question - 1. - To get the Form ID of the submission, you need to reference the Response id field. This will mirror what you see in the results Excel spreadsheet of the form. Your second question - 2. - You could put a URL in the approval email to the live spreadsheet that the Department Head can review before approving. Not sure if you can embed live data as I have never tried, but the link to the data source should be sufficient I'd say. ObservationI did see that you may have been indicating to have the entire process in one form. If this is so, it can't be done as once the form is submitted, it can't be revisited by others.The approval process I've highlighted will allow each touch point to manage their part and then flow to the next person. I suggest using a SharePoint list or something like it to capture each submission and each response in a single record. Then you can search for the desired ID and can see the status for each item that you need to action. This way, all information is captured in a single source and will be easy to filter and action. Hope that helps in some way. Happy to chat more or to be corrected if I have misunderstood anything. Best wishesDamien

sunilbsrv2k It can also be done with a flow in Power Automate which gets the form response and then you can have several levels of approval. RobLos GallardosMicrosoft Power Automate Community Super User.Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

There may be some third-party apps in Teams with the same functionality, but I am not familiar with them.

Hi sunilbsrv2k Rob's suggestion is the way I do it too. Have a play with this Start an approval process and send email on Microsoft Form submission | Microsoft Power Automate With a bit of practice and research (Google search), you can create some terrific workflows that meet your needs and on which you can build more sophisticated solutions from. Good luckDamien P.S. Yes, I used Google. Don't unfriend me Microsoft 😅

Want to create a Form for Hiring process, but should have 3 level approval

18 Replies

Rob_Elliott
Bronze Contributor
Jan 16, 2024
sunilbsrv2k It can also be done with a flow in Power Automate which gets the form response and then you can have several levels of approval.

Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)
- sunilbsrv2k
  Copper Contributor
  Jan 16, 2024
  Thank you very much. Could you please give me little more info on this process
  - Damien_Rosario
    Silver Contributor
    Jan 17, 2024
    Hi sunilbsrv2k
    
    Rob's suggestion is the way I do it too.
    
    Have a play with this Start an approval process and send email on Microsoft Form submission | Microsoft Power Automate
    
    With a bit of practice and research (Google search), you can create some terrific workflows that meet your needs and on which you can build more sophisticated solutions from.
    
    Good luck
    Damien
    
    P.S. Yes, I used Google. Don't unfriend me Microsoft 😅
DingkunXie
Microsoft
Jan 16, 2024
If possible, Approvals in Teams is a way for your scenarios - https://support.microsoft.com/en-au/office/what-is-approvals-a9a01c95-e0bf-4d20-9ada-f7be3fc283d3
- sunilbsrv2k
  Copper Contributor
  Jan 16, 2024
  Thank you very much, Let me try this option. Also, other than "Approvals", is there any other App in Teams that can be used for this purpose?
  - DingkunXie
    Microsoft
    Jan 17, 2024
    There may be some third-party apps in Teams with the same functionality, but I am not familiar with them.
peiyezhu
Bronze Contributor
Jan 15, 2024
However, this has to go to his Manager for approval, after which it has to go to the Department Head.

??

add a column approval to downloaded excel. questionnaire result?
- peiyezhu
  Bronze Contributor
  Jan 17, 2024
  Online Recruit user2: applicants-fill form-submit new recordmanager: direct leader-view all records-edit approved with approved and reject-filter by kewwords head: Department Head-view approved records only-filter by keywords
  
  https://m.toutiao.com/article/7324872277139522088/?app=news_article_lite&group_id=7324872277139522088&req_id=20240117094753CFDAF6F2850FC04980CD&share_token=c717ea35-c207-4c2e-b993-b744d99b7435&timestamp=1705456073&tt_from=copy_link&use_new_style=1&utm_campaign=client_share&utm_medium=toutiao_android&utm_source=copy_link

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Want to create a Form for Hiring process, but should have 3 level approval

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