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PTO Request form using SharePoint List

Anonymous
2024-07-31T17:52:26+00:00

I am trying to use a SharePoint list to create a form to use with Power Automate to work with an approval flow.

I have it working using a regular form using MS Forms and then using Power Automate to start an approval flow to then send an email to the creator if the PTO request is approved or denied.

I am trying to do the same with a SharePoint list, but I am not clear on how this can be done.

Microsoft 365 and Office | SharePoint | For business | Other

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  1. Anonymous
    2024-08-05T08:53:16+00:00

    Hi Manuel,

    Thanks for posting back.

    When you have any updates, please feel free and come back to share them with us.

    Sincerely,

    George | Microsoft Community Moderator

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  2. Anonymous
    2024-08-01T21:31:44+00:00

    Thanks for clarifying some of the flow components.

    I will give it a try and report back on success or failure.

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  3. Anonymous
    2024-08-01T08:24:15+00:00

    Hi Manuel,

    Thanks for posting back.

    According to your reply, you are using the new Forms feature in the list, not a form from Microsoft Forms.

    If so, please note that they are different features, and the form created by the new Forms feature is not a Microsoft form. In this case, you used the wrong trigger "When a new response is submitted" and the wrong action "Get response details" in your flow. Instead, you should use the trigger "When an item is created" and the action "Get item".

    Also, for the employee's manager, you can use the action "Get Manager" and add "Created By Email" from "Get Item". For HR and VP, you can add their email address in the action "Send an email" or use the action "Search for users" and then add "Email" from it in "Send an email".

    For the comments, you can use "Responses Comments" from "Start and wait for an approval" in "Send an email".

    We look forward to your response. Thanks for your cooperation.

    Sincerely, 

    George | Microsoft Community Moderator

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  4. Anonymous
    2024-07-31T19:39:47+00:00

    I am using the Forms in the list to create a form based off of the SharePoint list.

    Ideally when a new form is filled out and an entry is made on the list accordingly, I would like to have the following process take place:

    1. The submission triggers an automated flow, probably using Power Automate
    2. Send to the employee's manager, HR, and VP for approval
    3. Send the response, approved or denied, to the submitter with comments from the approvers in a single email

    I believe it would be based loosely off of this automated flow I have in Power Automate now:

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  5. Anonymous
    2024-07-31T19:14:55+00:00

    Hi Manuel,

    Thanks for posting in the community. We are happy to help you.

    Per your description, for "using MS Forms", I would like to know if you are referring to the Forms feature in the list, or if you created a form in Microsoft Forms to collect responses.

    ![](https://learn-attachment.microsoft.com/api/attachments/b1b79f3a-afff-43fd-8e34-ad4aa0d46684?platform=QnA

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