Forum Discussion

Yigit_Yuruker's avatar
Yigit_Yuruker
Brass Contributor
May 13, 2019
Solved

SharePoint Access Approvals with Flow

Hello Everyone,   I would like to set up an approval flow for the SharePoint access requests. So here is the scenario;   We have a library of folders with confidential information. It has access ...
  • Damien_Rosario's avatar
    Damien_Rosario
    May 23, 2019

    Hi Yigit_Yuruker 

     

    Thanks for the info. These images appear to already be approved to access the Site Pages but I think I get the gist of what you are saying.

     

    Have you thought about going down a different road and use Microsoft Forms to source the initial request?

     

    Example:

     

    Step 1: Fill in some fields in the Microsoft Form

    e.g. Might be a drop down list of folder names within the site that people may need to access. The user will select the appropriate file. It may even only be this one field.

     

    Step 2: User submits the form.

     

    Step 3: Microsoft Flow picks up the form submission and sources the users manager

    (a) Use 'When a new response is submitted' as the trigger.

    (b) Use 'Get response details' to retrieve the forms info.

    (c) Use 'Get manager (V2)' using the responders email address (found in step b). This should bring up their managers details.

    (d) You can extract the managers email address to use for the approvals process (use something like 'Start and wait for an approval (V2)'.

    (e) Manager reviews the approval and hits approve/reject.

    (f) Use a Condition to then say If:

    - Approve, then sends you an email to say so with the appropriate user details, manager details, etc to action.

    - Reject then send a message to the requester saying that their access has been denied by their manager (I assume that you don't want to be bothered to know if someone has been denied).

     

    Check out below, I've mocked up the first part of the process that I've just described.

     

     

    You could embed the form into a SharePoint page that users can access when they need to make their request and/or just send them the link to the form.

     

    This might be a better way to go given the challenges with the SharePoint no-reply emails?

     

    Cheers and best wishes

    Damien

Resources