Easily Insert Value Choice in the Request Form For Approval To Hire

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How to Insert Value Choice in the Request Form For Approval To Hire

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hello everyone im michael from sharepoint pro and today im going to demonstrate how to make an employee leave request application with no code using only sharepoint and ms power automate the logic of this application will be an employee will create a leave request entering their start date and end date and their type of leave a manager will be emailed the request and can approve approve or deny this request the employee will be notified via email if the leave has been accepted or denied and if accepted an event will be created in a shared calendar so lets jump into it okay so the first thing we need to do is create a sharepoint custom list this list will hold our leave requests and will be used to trigger the flow when an item is created the list will also be used as a log so management can look back and see all the historical leave requests on the list ill create a date started and date ended date fields ill create a type of leave choice field with the choices being annual leave

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How do I write a request for approval?

How to write a request for approval Start with what you need. When asking for someones approval, be considerate of their time. Explain why you need it. Tell them why they should care. Show your enthusiasm for their response. Conclude your message.

How do I customize my submit button for approval?

Navigate to the Submission object, then go Cog Wheel Edit Page. Update to Dynamic Actions using link in right-hand panel, then Migrate existing actions. Remove all other Action Buttons, then add the new Quick Action called Submit for Approval

How do I enter custom value in power automate approval?

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.

How do I add a field to approval process in Salesforce?

Select the approval process to which you want to add the final approval action. Under the selected action, click Add New, and then select Field Update. For example, under the Initial Submission Actions, click Add New, and then select Field Update. Enter a name for the field update.

How to make comment field mandatory in approval process Salesforce?

Here are the steps to make this possible: Create a new picklist field on your approval process object called Approval Comment Check. Create a new workflow field update action, call it Approval Comment Required and configure it so that your new Approval Comment Check field is updated to the Required value.

How do I approve approval request in Salesforce?

Now create approval steps. Click New Approval Step under the Approval Steps related list. For Name, enter Manager of Position Owner . Click Next. Select All records should enter this step. Click Next. Select Automatically assign using the user field selected earlier (Manager). Click Save. Select No, Ill do this later.

How do I customize approval page layout in Salesforce?

Customize a Page Layout To adjust the Travel Approval user interface to meet managements requirements, start by creating a page layout. In the Travel App app, click the Travel Approvals tab and open TA-00001. and then select Edit Page. Left-click once in the middle of the form to select it.

How do I add a field to approval request in Salesforce?

From Object Manager in Setup, select the object you created for manager approvals. Click Fields Relationships | New. Create these fields, then add them to the page layout for the object you created for manager approvals. Field for For the property Do This. Manager who approves. Field Type. Save your work.

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