Solicitud de aprobación, programación de recordatorio mensual y permisos de edición

Question

Buenos días,

Tengo una lista de Microsoft lists en la que durante los 8 primeros días del mes, todos los meses tienen que introducir un valor:

Mes Valor

Enero 89

Febrero 78

Marzo 98

Abril 78

Mayo

• Me gustaría realizar un recordatorio mensual el día 1 de cada mes a un responsable, para que introduzca todos los meses el número en la columna valor, que cuanto introduzca ese dato se cree una solicitud de aprobación a otra persona y, si no se aprueba, se borre el número del valor introducido y vuelva a mandar otro recordatorio diciendo que su solicitud ha sido rechazada y debe volver a introducir el dato antes del día 8 de cada mes.
• También me gustaría que el responsable solo pudiese editar la columna valor, solo tenga permisos de edición durante los 8 primeros días de cada mes y después no pueda volver a editar la lista hasta el próximo mes desde el día 1 al día 8 de ese mes.

¿Cómo podría realizar esto con un flujo de power automate?

Answer 1

Hi@MARTIN VALERO Carlota - Contractor

Here is the complete flow:

We do not use Filter query to filter the records in get items.

We use Condition to judge the content obtained by Get items in Apply to each. We judge the date of the Mouth column and obtain the month under Formatdate format and compare it with the month when the flow is started.

Only when the conditions are met are the permissions assigned.

If you still have questions, please feel free to ask

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Best Regards

Cheng Feng

Answer 2

Hi@MARTIN VALERO Carlota - Contractor

Sorry for causing trouble to you, you can try to pause the flow first to avoid the problem of frequent triggers to send you emails.

Or you need to set trigger conditions to avoid loop triggering

triggerOutputs()?['body/Mes'] Mes is your number column

@not(equals(triggerOutputs()?['body/Mes'],null))

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Best Regards

Cheng Feng

Answer 3

Hi @MARTIN VALERO Carlota - Contractor

Regarding the requirements you raised, in my opinion, I need to create two flows to solve it perfectly:

The first flow is used to control whether the manager has permission to edit this record.

The second flow is used to approve the values filled in by the user.

Here is test for your reference:

Here is list:

Here is first flow:

Triggered every day through Recurrence,

Then you need to set the trigger conditions here

https://www.spguides.com/power-automate-trigger-conditions/

In this way, the flow will only be executed on the first eight days of each month.

utcNow('MMM')

filter query filters out the records whose month is this month

Condition determines whether the current date is the first day of each month

dayOfMonth(utcNow())

If yes, we share the editing rights of the filtered item with the manager

Recipients ： manager email

If the current date is not the first day, then determine whether it is the eighth day. If it is the eighth day, we will stop sharing this item.

Here is second flow:

Set the trigger condition. This trigger will only fire when the value is not empty.

@not(empty(triggerOutputs()?['body/Value']))

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Best Regards

Cheng Feng

Answer 4

I have a problem with flow 2,

Sending the approval request goes into a loop and sends me 10 requests every minute, how can I change this?

Answer 5

En el segundo flujo, al hacer todo como me dices, se agrega un bucle infinito. ¿Cómo puedo modificarlo para que no me mande 10 correos cada minuto?