*Note – 14/01/2025* – Microsoft suggest to use the unbound action – msdyn_ProcessProjectApprovalSets to approve Approval Records.
| Parameter name | Type | Description |
|---|---|---|
| ProjectApprovals | Collection(mscrm.crmbaseentity) | A list of project approval records to process |
| ActionType | Edm.Int32 | The action to perform on the given records (Options: Reject: 192350001, Approve: 192350003, Cancel: 192350004) |
| NoteLogName | Edm.String | The note that you want attached to the approval set, which will be visible in the “Logs” section |
However if you want to use my previous solution then feel free to follow below:
If you have a requirement to allow auto approving of Time Entries, Expenses and Material Usage Logs in Project Operations, then you can achieve this by using a Power Automate Flow.
You need a trigger on creation of a Project Approval and then have a switch reading the ‘Entry Type’ which can either be:
- Time Entry – 0
- Expense – 1
- Material Usage Log – 192350000
Then for each of the three switch branches you will need to approve the related Time Entry, Expense or Material Usage Log
Approving the Time Entry
Entry Status = Approved
Approving the Expense
Expense Status = Approved
Approving the Material Usage Log
Material Usage Status = Approved
Receiving error like You are not a valid approver.
Hi Nancy, you will need to give the user that the flow is running under the ‘Project Approver Admin’ security role