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Course Description

Take your skills to the next level and develop more sophisticated workflows. Understand how to use forms to gather information for surveys and processing time off or other approval requests. Learn how to set up approvals for one person or for multiple approvers. Understand how to implement serial and parallel approvals and include custom responses. Discover how to effectively bring in data from a list using filters. Learn to automate document approvals, process requests, and extract information from other sources. Discover the power of using loops in your workflows to consolidate information. Learn how to store your settings in a list to give your automated routines more flexibility and avoid hard-coded text. Other topics include effective flow design, the Approval Center, and checking for incomplete items in a list.

In this course, you will learn about: 

  • Setting up approval flows for one or more users 

  • Using the Approval Center 

  • Processing with Apply to each 

  • Serial Approvals 

  • Customizing your approval options 

  • Creating and processing Forms 

  • Using Forms with Approvals 

  • Copying Actions and Flows 

  • Renaming Actions 

Prerequisites

Introduction to Power Automate.

Applies Towards the Following Certificates

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