Create custom response options for approval flows
Let’s say you want to send an approval request each time an employee uploads an expense report to SharePoint and then allow the approver to respond with one of three options: Accept, Need more info, or Reject.
- A Power Automate account.
- A SharePoint list for employees to enter their expense reports.
For detailed information about using SharePoint with Power Automate, go to the SharePoint documentation.
Create approval flow
Sign in to Power Automate.
Go to Create > Build your own from the left navigation bar.
Under Choose a connector, search for Sharepoint, and select the appropriate card.
Select the When an item is created action.
Select Next, and then Skip to building your own flow.
In the designer, select the When an item is created action, and provide the SharePoint Site Address and List Name.
Select Enter custom value from the Site Address field before you enter text into Site Address.
Select New step, search for Approval, and then select Start and wait for an approval.
On the Start and wait for an approval card, select the Approval type list.
Select Custom Responses - Wait for one response.
Next, you will create the custom responses that your approvers will use when they respond to an approval request for an employee expense.
In the Response options Item box, enter Accept and then select Add new item.
In the Response options Item box, enter Reject and then select Add new item.
In the Response options Item box, enter Need more info.
Enter a Title, Assigned to (email for the approver), and Details (the details to be contained in the approval request).
Here's an example of what you might include for your organization.
Now that you've created your custom responses, you might want to do different things in your flow, depending on the response from the approver.
Use approval responses
If the response to the request is Accept, you might want to send an email to the accounting department, asking them to reimburse the employee for the expense.
If the response is Reject, you might want to send an email to the employee, letting them know that the request was rejected.
And finally, if the response from the approver is Need more info, you might want to send an email to the employee, requesting the employee to provide more information.
To do any of these in the flow, add a Condition or a Switch action to your flow, and then select the Outcome field of the approval request from the dynamic content picker. Be sure to confirm whether the value is Accept, Need more info, or Reject.
Respond to approval requests with a custom response
Approvers receive approval requests in email. The requests are also displayed in the approval center on Power Automate.
Outlook and Outlook Web Access(OWA) actionable messages have a limit of five custom responses. This means that only the first five responses that are defined within the flow will be visible in the actionable section of Power Automate approval emails. You can submit the remaining options via a non-actionable HTML email, the Power Automate approval center, the Power Automate mobile application, or Teams.
Approvals that rely on custom responses can fail if they're sent to many users with the type set to Everyone must approve. This failure is due to the data size limitations of the results field.
For approvals using a single custom response, Outlook and OWA expand the response field so users do not need to select a button before they can respond like they do when there are multiple approval options.
- Create single approver flows
- Create sequential approver flows
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