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Enquirying on forms and their status - in particular around approval

Last updated 3 months ago
J
Josh Hoang

If a form is approved using Power Automate, how is possible to tell the status of an approval - in particular if the workflow has multiple approval steps?

A
Anthony Phan
Marked as solution

Hi Josh,

When using Microsoft Power Automate to handle approvals, the status of that approval will no longer be tracked inside of Team Forms (e.g. in Docusign or the Mircosoft Approvals app). Unfortunately, there is no easy way to sync that approval status back to Team Forms when taking this approach, so you would need to tack/manage it in the respective app. For example, you could use the Microsoft approvals Teams app to manage the status of approvals.

If you would prefer to keep Team Forms as your source of truth, then I recommend instead building your form as a multi-step form with each approval step being section in the one form. This will allow you to track the status of that approval directly in Team Forms using the submissions screen or responses tab.



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1 comment
A
Anthony Phan

Hi Josh,

When using Microsoft Power Automate to handle approvals, the status of that approval will no longer be tracked inside of Team Forms (e.g. in Docusign or the Mircosoft Approvals app). Unfortunately, there is no easy way to sync that approval status back to Team Forms when taking this approach, so you would need to tack/manage it in the respective app. For example, you could use the Microsoft approvals Teams app to manage the status of approvals.

If you would prefer to keep Team Forms as your source of truth, then I recommend instead building your form as a multi-step form with each approval step being section in the one form. This will allow you to track the status of that approval directly in Team Forms using the submissions screen or responses tab.