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Home > HappyFox Workflows > Managing Workflows > Approval Process in MS Teams using HappyFox Workflows
Approval Process in MS Teams using HappyFox Workflows
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HappyFox Workflows can help automate your approval process within Slack. The approvers can take decisions from within the Slack environment and the subsequent steps are automated using workflow automation. Here’s how you do it. 

 

Pre-Requisite:

 

Your Workflows account should be integrated with Microsoft Teams. Refer to the article Integrate your Slack Workspace with HappyFox Workflows to know more.

 

Configure the MS Teams Approval Workflow :

 

1. Log into your Workflows account and create a new Workflow.

2. Complete the webhook setup.

3. Add the Request Approval action. 

4. Configure all of the action parameters as per your business process needs. 

5. Select the Platform as MS Teams.

 


6. Now enter the email id of the approvers in the Approvers field. One or more approver email ids can be added to this field.

7. Set the Approval required from field now, this field determines how the approval has to be executed. Please find the list of options and their corresponding execution style below,

 Everyone: All approvers must approve the request for the approval to be granted. Even if one approver declines, the request is considered to be declined.           

Majority: At least 50% or more approvers have to approve the request for the approval to be granted.

Anyone: Even if one approver approves, the final decision is considered Approved. When all approvers decline, the final decision is considered declined.

First responder: The decision taken by the first approver to respond is considered the Final decision.

Note: The Workflow waits till all the approvers enter their response before moving to the next action.

8. Now enter the message that will be shared with the approvers. Try to give some context about the request so that the approvers can make their choice. You can also use the merge fields to give more ticket-specific information to the approvers.

9. Now Save and test the action. If successful you will be able to see the Approved and Declined blocks.

10. Inside the Approved block you can add further actions that are expected to happen if the request is approved. Similarly, you can add the actions that are to be carried out if the request is declined inside the Declined block. For instance, you can set the ticket status to closed as soon as the request is approved.

11. Once all the required actions are configured, enable the Workflow by clicking on the toggle in the top right.

12. Now every time this workflow is triggered, the approvers will receive a direct message on Microsoft Teams from the HappyFox Workflows bot for their approval.

 

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