Is your feature request related to a problem? Please describe.

Currently, the process of starting a business approval workflow using the custom connector involves registering an Azure Application and significant overhead. Additionally, finding the connector can be difficult, and each environment needs the custom connector registered.

Describe the solution you'd like

I would like to investigate how to convert the custom connector to a 1st party connector or certified connector to simplify the process and remove the need to register an Azure Application.

This would make it easier to find the connector and apply Data Loss Prevention (DLP) rules to it. I would also like to submit the custom connector as a certified connector and have it available in all environments without needing to register it separately.

Describe alternatives you've considered

Could explore using automation to install the custom connector in each environment. This would require an automation process or scripts and review to implement and update with new connector versions.

Additional context?

No response

AB#688

Is your feature request related to a problem? Please describe.

Currently, when an approval is delegated to another user, the original approver is removed from the workflow entirely. This can make it difficult to track the progress of the approval and can lead to confusion if the original approver needs to be included in the outcome or notifications.

Describe the solution you'd like

I would like to see a feature added to the Business Approvals Kit that allows the original approver to remain in the workflow even if the approval is delegated to another user. This would ensure that the original approver is still included in the outcome and notifications as a FYI, even if they are not the final decision-maker.

Describe alternatives you've considered

One alternative solution would be to manually add the original approver as a CC or FYI recipient in the notification settings, but this may not be practical for larger approval workflows. Another alternative would be to use a separate tool for delegation tracking, but this would require additional integration and potentially additional work.

Additional context?

No response

AB#709

Is your feature request related to a problem? Please describe.

There are several challenges when it comes to promoting approvals processes between development, test, and production environments. These challenges include ensuring that the approval process is consistent across environments, having a review process in place to ensure that changes are properly reviewed and approved, automating tests to verify successful operation, and creating health checks to verify connectors or system changes.

Describe the solution you'd like

I would like to propose the integration of Application Lifecycle Management (ALM) functionality into the Business Approvals Kit. This integration would allow for the promotion of approvals processes between development, test, and production environments, with a review process in place to ensure that changes are properly reviewed and approved. Automated tests could be created to verify successful operation, and health checks could be implemented to verify connectors or system changes.

The ALM integration could include features such as version control for approval workflows, automated testing and deployment of approval workflows, and a review process for changes to approval workflows. This would ensure that the approval process is consistent across environments and that changes are properly reviewed and approved before being deployed.

Describe alternatives you've considered

An alternative solution would be to manually promote approval workflows between environments and to manually review changes to approval workflows. However, this would be time-consuming and error-prone, and would not provide the level of consistency and automation that an ALM integration would provide.

Additional context?

No response

AB#703

Is your feature request related to a problem? Please describe.

Currently, there is no function to copy and save an existing workflow as a new workflow in the Business Approvals Kit. This can be frustrating and time-consuming for users who want to create a new workflow based on an existing one.

Describe the solution you'd like

Would like to have a function to copy and save an existing workflow as a new workflow in the Business Approvals Kit.

This function should add an item to the ribbon to allow the workflow to be copied. When the workflow is copied, all the child steps, notifications, and other relevant data should be copied to new Dataverse rows. This would save time and improve efficiency for users who want to create new workflows based on existing ones.

Describe alternatives you've considered

No response

Additional context?

No response

AB#693

Is your feature request related to a problem? Please describe.

The current process for deploying business approval workflows using the Approvals Kit custom connector is time-consuming and requires manual configuration for each workflow in each environment. This can lead to errors and inefficiencies.

Describe the solution you'd like

Would like to be able to deploy a business approval workflow as a solution using the Approvals Kit custom connector.

One possible could include a cloud flow and custom connector that can read the JSON definition of the workflow and import it into the system.

Additionally, I want the solution to include an environment variable that defaults to the current user, which will replace tokenized approvers with values from variables. This will allow me to easily deploy and manage business approval workflows across different environments and users, without having to manually configure each workflow every time.

Ideally, this solution deployment can be deployed using Power Platform pipelines.

Describe alternatives you've considered

One alternative is to continue with the current manual configuration process for each workflow in each environment.

Make use of Configuration Migration Tool and the Power Platform CLI to package export and import as part of a package

Additional context?

No response

AB#697

Is your feature request related to a problem? Please describe.

The need to test the two-stage approval process in the Machine Request App and verify that it works as expected.

Assume that the following exists:

• Contoso Coffee Solution has been imported
• Machine Request Workflow with two stage approval with $400 has been published
• A Cloud flow has been saved that will trigger on Machine Order Add and begin the Machine Request workflow

Describe the solution you'd like

I would like an instructor guide PowerShell script that I can use for an automated end-to-end test of the two-stage approval process in the Machine Request App.

The automated should include the following steps:

1. Open the Machine Request App and make a request for a Machine Above $400
2. Wait until the machine request is submitted and confirmed
3. Wait for a self-approval
4. Approve the request when it appears
5. Verify that the status of the first node has been updated to Confirmed
6. Verify that a new stage of Manager Approval has been created with state running
7. Confirm the request
8. Verify that the status of the manager node has been updated to Confirmed
9. Verify that the workflow is now complete

The guide should also provide any necessary information on how to access the Machine Request App and how to perform the test.

Describe alternatives you've considered

No response

Additional context?

No response

AB#747

Is your feature request related to a problem? Please describe.

Currently, there is no option to notify specific users for each node in the Business Approvals Kit. This can be frustrating for users who want to keep certain individuals informed about the approval process but do not want them to be actual approvers.

Describe the solution you'd like

Would like to have an option to notify specific users for each node in the Business Approvals Kit, separate from the actual approvers. This would allow users to keep certain individuals informed about the approval process without requiring them to be actual approvers. The option to set notification users should be similar to the option to set approvers.

Describe alternatives you've considered

No response

Additional context?

No response

AB#695

Is your feature request related to a problem? Please describe.

The current Business Approvals Kit demonstrates Power Automate Trigger as the start of the approval process. However, some users may prefer to start the process with an interactive bot, which is not currently demonstrated.

Describe the solution you'd like

I would like to see an alternate approach demonstrated in the Business Approvals Kit, where an interactive bot can be used to start the approval process.

his would provide users with more flexibility in how they initiate the process. Additionally, a Virtual Agent chatbot for Approvals would be helpful in achieving this goal.

A sample application demonstrating how to combine the virtual agent with the Approvals Kit would also be useful. Finally, it would be beneficial to demonstrate how to communicate back to the original requestor with updates on request outcomes.

Describe alternatives you've considered

One alternative solution would be to continue using the Power Automate Trigger as the start of the approval process with documentation on how to integrate this with a bot. However this approach does not provide and end to end example of how to integrate this pattern into a solution

Additional context?

No response

AB#708

Is your feature request related to a problem? Please describe.

Currently, there are no sample apps available to demonstrate how the Approvals Kit can be used in different scenarios. This can make it difficult for users to build or adopt workflows, especially for more complicated approvals processes and integrations.

Describe the solution you'd like

Would creating sample apps for different scenarios to demonstrate how the Approvals Kit can be used. This would make it easier for users to build or adopt workflows and understand how the kit can be integrated with different systems.

The sample apps could include scenarios such as Out of Office Request, Expense Approval, Purchase Request, and Office Equipment/Laptop requests for Power Apps. For Power Automate, scenarios could include integration with SAP, Salesforce, Dynamics, SharePoint, Service Now, and Workday. These sample apps should include detailed documentation and instructions on how to customize them for specific use cases.

Describe alternatives you've considered

No response

Additional context?

No response

AB#694

Is your feature request related to a problem? Please describe.

The need to provide an instructor guide on how to set up a workshop for multiple learners, where each learner has an isolated development environment with prerequisites installed for Creator Kit, Contoso Coffee app from App in a Day, and the Approvals Kit.

Describe the solution you'd like

I would like an instructor guide that provides step-by-step instructions on how to set up a workshop for multiple learners, where each learner has an isolated development environment with prerequisites installed for Creator Kit, Contoso Coffee app from App in a Day, and the Approvals Kit.

The guide should include the following features:

1. The ability to install from a local PC or Azure VM
2. The use of Power Shell scripts as the key interface
3. The assumption that the user has access to Power Platform CLI and Azure CLI
4. The use of .Net and .Net SDK 7.0 with Playwright for any automation components that are not achievable via command line or public REST API calls.
5. Instructions on how to set up an isolated development environment for each learner, with prerequisites installed for Creator Kit, Contoso Coffee app from App in a Day, and the Approvals Kit.

The guide should also provide any necessary information on how to access the Power Platform CLI and Azure CLI, how to install .Net and .Net SDK 7.0 with Playwright, and how to use the Power Shell scripts to set up the workshop.

Describe alternatives you've considered

No response

Additional context?

No response

AB#748

Is your feature request related to a problem? Please describe.

The current process for operational telemetry can be complex and difficult to manage at large scale, leading to potential errors and difficulties in tracking issues.

Describe the solution you'd like

I would like to simplify the operational telemetry process to ensure that the end-to-end process works smoothly, and any errors can be easily tracked. An optional integration with Application Insights could also be helpful in achieving this goal.

Describe alternatives you've considered

No response

Additional context?

No response

AB#707

Describe the issue

Created new approval and Approval Request still sent to Approver not the Approval Delegate

Expected Behavior

When settings for configured Approver are out of office with a delegate defined the approval should be sent to the delegate not the orginal approver

What solution version are you using?

1.0.0.45

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#766

Is your feature request related to a problem? Please describe.

Currently, there is no advanced learn module available for the Business Approvals Kit. This can make it difficult for learners to understand how to build complex approval processes that incorporate multiple components and advanced concepts.

Describe the solution you'd like

Would like to suggest creating an advanced learn module for the Business Approvals Kit.

This module should allow learners to step through building a real-world approval process that includes data capture from a PVA bot, submission of information to a work queue, use of the Business Approval Process, and final update to the requestor. The module should provide a hands-on experience that demonstrates advanced concepts and incorporates multiple components. The module should include detailed documentation, screenshots, and links to relevant resources.

Describe alternatives you've considered

No response

Additional context?

No response

AB#696

What is your question?

Sync test

What solution version are you using?

No response

What app or flow are you having the issue with?

No response

AB#757

Is your feature request related to a problem? Please describe.

Consider update of Business Approval Management Application so that they can be filtered by Instance status.

Ket problem want only to see Approvals that are not complete and completed Approvals may be displayed along with incomplete approvals.

Describe the solution you'd like

Should filter out completed approvals and only show ones that are still needing approval

Describe alternatives you've considered

No response

Additional context?

No response

AB#737

Describe the issue

Error shown in custom connector when after making connection for the first time if the custom connector is not configured correctly. Displays error relaed to Start business approval process "Could not retrieve values. Tye dynamic invocation failed with ..."

Expected Behavior

Expect that the instructor guide would include check to validate that the custom connector in a learner environment configured correctly

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#735

Is your feature request related to a problem? Please describe.

The Approvals Kit is currently in a private view and not easily accessible to the public. There is a need to move it to a public view, provide documentation, and setup instructions to make it more accessible to users.

Describe the solution you'd like

The solution is to move the Approvals Kit from a private view to a public view, similar to other Power CAT solutions. This would involve creating a GitHub site with source code and releases, as well as providing documentation on what the Approvals Kit is, the expected user journey and personas, a comparison with the Approvals Connector, and setup and usage instructions.

The documentation should also include a description of the high-level architecture, cloud flows, and data model of the kit.

Additionally, a learning module should be added that combines the Contoso Coffee App in a Day and extends it with the Approvals Kit. An instructor guide should also be provided to assist with the setup of a group of learners/makers with development environments to trail them on how to use the Approvals Kit.

Describe alternatives you've considered

No response

Additional context?

No response

AB#745

Is your feature request related to a problem? Please describe.

The current process for defining and making changes to business approval workflows in the Business Approvals Kit can be time-consuming and setup of multiple stages and nodes. This can be a barrier for non-technical users who want to quickly create or modify workflows but not want to step through the process of specifying conditions and delegates.

Describe the solution you'd like

I would like to propose the integration of Co-Pilot, a natural language processing tool, to the Business Approvals Kit.

This integration would allow users to define and modify business approval workflows using natural language, making the process more accessible to non-technical users.

With Co-Pilot, users could simply describe the workflow they want to create or modify, and the tool would automatically generate the necessary conditions and delegates. This would save time and reduce the barriers to entry for users who are not familiar with the technical aspects of workflow creation.

Describe alternatives you've considered

An alternative solution would be to create a more user-friendly interface for the Business Approvals Kit, with drag-and-drop functionality and simplified options for defining conditions and delegates. However, this would still require some level of technical knowledge and may not be as accessible to non-technical users as the Co-Pilot integration.

Additional context?

No response

AB#702

Is your feature request related to a problem? Please describe.

The current version of the Business Approval Management App is only available in English, which can be a barrier for users who speak other languages. This can make it difficult for users to understand and utilize the app, reducing its effectiveness in a global context.

Describe the solution you'd like

I would like to propose the support of localized versions of the Business Approval Management App for common request languages such as French, Spanish, German, Japanese, and Chinese. This would allow users who speak these languages to easily understand and utilize the app, increasing its effectiveness in a global context.

To achieve this, the Business Approval Management App could create resource files for each language file, such as 1033 for English and 1041 for Japanese. These resource files would contain the translated text for the app, allowing users to switch between languages as needed.

In addition, the app could allow community contributions for alternate named resources. This would allow users to contribute translations for languages that are not currently supported, increasing the accessibility of the app for users around the world.

Finally, the app could build on the guidance provided in https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/custom-page-localize to ensure that the localization process is consistent and follows best practices.

Describe alternatives you've considered

An alternative solution would be to provide documentation or training materials in multiple languages. However, this would not provide the same level of accessibility as a localized version of the app and may not be as effective in a global context.

Additional context?

No response

AB#706

Describe the issue

The close button of the variables is close the process close. Need a way to highlight what we are closing dialog or process designer. The two close buttons are too close to each other and could easily be confused.

Expected Behavior

Consider the following:

1. Use clear and descriptive labels for the buttons: Instead of using generic labels like "X", use more descriptive labels like "Close Dialog" and "Close Process Designer". This will help the user understand what each button does and what action they are taking.

2. Use a clear and distinct visual cue to indicate which button is for closing the dialog and which is for closing the process designer: When the user hovers over or clicks on each button, use a clear and distinct visual cue to indicate which button is for closing the dialog and which is for closing the process designer. This could be something like changing the background color of the button or displaying a tooltip that provides more information.

3. Separate the two buttons so that they are not too close to each other: If the two buttons are too close to each other, consider separating them so that they are easier to distinguish. This could be done by adding some space between the buttons or by moving one of the buttons to a different location on the screen.

4. Provide a confirmation message before closing the process designer: When the user clicks on the "Close Process Designer" button, provide a confirmation message that asks them if they are sure they want to close the process designer. This will help prevent accidental closures and give the user a chance to save any changes they may have made before closing the designer.

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#739

Describe the issue

While saving the approval delegate, the error received once save its clicked.

Expected Behavior

Setting should save without error

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#744

Describe the issue

This information text on the My Settings screen looks like it is a hyperlink.

Expected Behavior

Perhaps remove the underline.

What solution version are you using?

No response

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#743

Is your feature request related to a problem? Please describe.

No response

Describe the solution you'd like

No response

Describe alternatives you've considered

No response

Additional context?

No response

AB#772

Describe the issue

This variable screen needs to be more intuitive for the user. The entry and new row addition is confusing.

Expected Behavior

1. Use clear and descriptive labels for the buttons: Instead of using generic labels like "Add" and "Save", use more descriptive labels like "Add Variable" and "Save Changes". This will help the user understand what each button does and what action they are taking.

2. Use a clear and distinct visual cue to indicate the start of the Add process: When the user selects "Add Variable" button, use a clear and distinct visual cue to indicate that they are now in the process of adding a new variable. This could be something like changing the background color of the form or displaying a message that says "Adding new variable".

3. Provide clear instructions for adding a new variable: When the user is in the process of adding a new variable, provide clear instructions for what information they need to enter and how to enter it. This could be done through inline help text or a separate help section that the user can access.

4. Provide a clear confirmation message after saving changes: When the user clicks on the "Save Changes" button, provide a clear confirmation message that lets them know that their changes have been saved successfully. This could be something like displaying a message that says "Changes saved successfully" or highlighting the row that was just added or updated.

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#738

Describe the issue

The Learn Module - Add conditions and stages could benefit from the addition of an approval flow diagram that is relevant to the scenario being presented. Additionally, the module should include information on creating a machine request, self-approval, manager approval if the value is greater than $400, completed approval, and settings for My Settings and Delegation. Currently, this information is not included in the module.

Expected Behavior

The Learn Module - Add conditions and stages should include a relevant approval flow diagram and information on creating a machine request, self-approval, manager approval if the value is greater than $400, completed approval, and settings for My Settings and Delegation.

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#734

Migrate non-Open Source or non-External Collaboration repositories to GitHub inside Microsoft

In order to protect and secure Microsoft, private or internal repositories in GitHub for Open Source, which are not related to open source projects or requiring collaboration with 3rd parties (customer, partners, etc.) must be migrated to GitHub inside Microsoft a.k.a GitHub Enterprise Cloud with Enterprise Managed User (GHEC EMU).

Action

✍️ Please RSVP to opt-in or opt-out of the migration to GitHub inside Microsoft.

❗Only users with admin permission in the repository are allowed to respond. Failure to provide a response will result to your repository getting automatically archived.🔒

Instructions

Reply with a comment on this issue containing one of the following optin or optout command options below.

✅ Opt-in to migrate

@gimsvc optin --date <target_migration_date in mm-dd-yyyy format>

Example: @gimsvc optin --date 03-15-2023

OR

❌ Opt-out of migration

@gimsvc optout --reason <staging|collaboration|delete|other>

Example: @gimsvc optout --reason staging

Options:

• staging : My project will ship as Open Source
• collaboration : Used for external or 3rd party collaboration with customers, partners, suppliers, etc.
• delete : This repository will be deleted because it is no longer needed.
• other : Other reasons not specified

Need more help? 🖐️

• Email [email protected]. ✉️
• Post your questions in GitHub inside Microsoft Team in Microsoft Teams. 🗨️

Is your feature request related to a problem? Please describe.

Currently, the Business Approvals Kit does not include a way to calculate the return on investment (ROI) of approval workflows. This can make it difficult for users to track the financial and qualitative impact of their approval processes.

Describe the solution you'd like

I would like to see the addition of a feature in the Business Approvals Kit that allows for the calculation of ROI for approval workflows. This would include both financial and qualitative measures, such as staff happiness and customer satisfaction.

Could a low code Power FX-based approach similar to what Dataverse Accelerator provides be used to trigger business events would be helpful in achieving this goal.

Key also would be reporting via Power BI for LT level impact.

Describe alternatives you've considered

No response

Additional context?

No response

AB#712

Is your feature request related to a problem? Please describe.

Currently, the Business Approvals Kit does not provide out-of-the-box templates by industry, which can make it difficult for users to get started with the tool. Users must manually configure input data and triggers for each approval workflow, which can be time-consuming and error-prone.

Describe the solution you'd like

I would like to see the addition of out-of-the-box templates by industry in the Business Approvals Kit. This would include pre-configured input data and triggers for each template, making it easier for users to get started with the tool. For example, templates could be provided for industries such as finance, procurement, and human resources.

Describe alternatives you've considered

One alternative solution would be for users to manually create their own templates and share them with others, but this may not be practical for all users.

Additional context?

No response

AB#711

Is your feature request related to a problem? Please describe.

For cases where a BPMN model is available this is not a feature to import e Business Approval Process from this model

Describe the solution you'd like

I would like the Process Designer to be extended to include full-featured support for BPMN import/export, as well as support for complementary process automation technologies such as RPA, rules, decisioning, and event-driven integration.

I would also like to see a this translated into the Process Designer to make it easier for non-technical users to create and modify process models.

Finally, I would like the ability to import a BPMN 2.0 XML that includes approval workflow and map it to a process, as well as the ability to export to BPMN XML.

Describe alternatives you've considered

Considered using other process modeling tools that offer robust support for BPMN and complementary process automation technologies, but I would prefer to use the Business Approvals Kit if it can be extended to meet my needs.

Additional context?

No response

AB#713

Describe the issue

When publish a new version of an Approval Workflow and edit the cloud flow that includes the Approvals Kit connector the variable values are not mapped to the new published variables

Expected Behavior

The Power Automate Cloud Flow should reference the latest published Approval workflow version and the prior version of the parameters should be mapped to the new published variables.

What solution version are you using?

1.0.0.45

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#767

Is your feature request related to a problem? Please describe.

The problem is that the current form for selecting approvers in the Process Designer only allows for the selection of specific users or roles, such as the manager of the initiator. This can be limiting in situations where a specific security group needs to be designated as the approver.

Describe the solution you'd like

I would like the Business Approvals Kit to be extended to allow for the selection of security groups as approvers in the Process Designer. Specifically, I would like to see the ability to delegate approval to a Microsoft Entra ID group. This would allow for greater flexibility in the approval process and make it easier to manage approvals for large groups of users.

Describe alternatives you've considered

No response

Additional context?

No response

AB#714

Describe the issue

user needs to wait for the workflow to be published. You can use the Refresh to update the publish status to update published

.

Expected Behavior

Suggestion to consider:

1. Add a label "This process will take up to 1 minute to complete."
2. Add a timer that automatically refresh status

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#741

Describe the issue

I have been trying to refresh using this button but it doesn’t seem to do anything

Expected Behavior

The user should see some sort of feedback that the operation has completed, such as a message or a visual indicator. If the data has not changed, the user should still see some sort of feedback that the operation was completed successfully.

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#740

Describe the issue

I can’t set variables when open. See screenshot.

If close the dialog and reopen the Variables the contents of the dialog appear as expected

Expected Behavior

When select Variables the dialog opens with ability to view and edit existing variables and add new variables

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

Application

Steps To Reproduce

No response

Anything else?

No response

AB#731

Describe the issue

When run the Business Approval Management it opens a blank Welcome Screen

Expected Behavior

Remove the blank welcome screen

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

Application

Steps To Reproduce

No response

Anything else?

No response

AB#730

Is your feature request related to a problem? Please describe.

The current error tracking process for the Business Approvals Kit is not very efficient or user-friendly. It can be difficult to identify the source of errors and track them through the approval process. This can lead to delays and frustration for users.

Describe the solution you'd like

I would like to have scoping cloud flows with error handling and tracing for the Business Approvals Kit. This would allow users to easily identify the source of errors and track them through the approval process.

Additionally, I would like a visualization of the multi-stage approval process with notes and symbols, such as green ticks and red crosses, to indicate completion and error outcomes. This would make it easier for users to understand the status of each approval and identify any errors that need to be addressed.

Describe alternatives you've considered

One alternative is to continue with the current error tracking process from the Cloud Flows, which can be time-consuming and frustrating for users.

Another alternative is to use email notifications for error tracking, but this can lead to an overwhelming number of emails and does not provide a centralized view of errors.

Additional context?

No response

AB#700

Describe the issue

The “Out of Office” Enabled/Disabled user experience is weird. Consider using a Yes/No slider control or something more mainstream to represent this concept

Expected Behavior

Provide a clear visual indicator to the user that their out of office status is either enabled or disabled, and allowing them to easily switch between the two states.

Consider implementing a more intuitive and user-friendly interface for this feature as slider compared to a checkbox

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#742

Is your feature request related to a problem? Please describe.

Test

Describe the solution you'd like

Test

Describe alternatives you've considered

Test

Additional context?

Test Additional context

AB#576

Is your feature request related to a problem? Please describe.

Currently, the first stage of a business approval process does not have any conditional logic applied. This causes the first approver to always approve or reject the request, regardless of the request data variables. This can lead to inefficiencies and delays in the approval process.

Describe the solution you'd like

Would like to have the ability to apply conditional If/Else or Switch on the first stage of the business approval process based on the request data. For example, if the value of an approval or the urgency of the request meets certain criteria, it should be routed directly to a manager for approval, bypassing the first stage. This would improve efficiency and reduce delays in the approval process.

Describe alternatives you've considered

No response

Additional context?

No response

AB#692

Is your feature request related to a problem? Please describe.

The current conditional logic in the Business Approvals Kit's If/Else Switch is limited and does not allow for waiting until a specific condition is true. This can be a problem when there are dependencies or conditions that need to be met before an approval can be processed.

Describe the solution you'd like

I would like to enhance the conditional logic in the If/Else Switch to allow for waiting until a specific condition is true. This would allow for more complex workflows and dependencies to be managed within the Business Approvals Kit.

Additionally, I would like to see the implementation of Wait with Power FX, similar to how a Dataverse Accelerator works, to allow low-code makers to define wait conditions. This would make it easier for non-technical users to create and manage workflows. Finally, I would like to have a Power Fx editor to allow for more advanced customization of wait conditions.

Using Power Fx would also allow connections to Dataverse and other connectors to be used to evaluate conditions

Describe alternatives you've considered

One alternative is to continue with the current conditional logic, which can be limiting and lead to inefficiencies in the approval process. Another alternative is to use custom code to manage wait conditions, but this can be time-consuming and require technical expertise.

Additional context?

No response

AB#701

Is your feature request related to a problem? Please describe.

Many users want to learn how to build, publish, and trigger approvals using the Approvals Kit, but there is no structured learning module available that meets their needs.

Describe the solution you'd like

I would like a structured learning module that provides hands-on training for building, publishing, and triggering approvals using the Approvals Kit. The module should clearly connect with the Approvals Power Automate Training and provide clear learning objectives and knowledge checks. It should be able to be completed within 30-60 minutes and demonstrate how to add delegated approvals, out of office, and multi-stage approvals provided by the Approvals Kit. Ideally, the module would provide a learning path that starts with a single node and stage, adds input data, conditionals, and approval stages, and demonstrates how to trigger and monitor the approvals.

Describe alternatives you've considered

I have considered other approvals automation modules, but they require custom work to add delegated approvals, out of office, and multi-stage approvals provided by the Approvals Kit.

Additional context?

No response

AB#583

Is your feature request related to a problem? Please describe.

Currently, there is no easy way to incorporate the Business Approvals Kit into a SharePoint communication site. This can make it difficult for users to access and utilize the kit within the context of communication sites.

Describe the solution you'd like

I would like to propose the creation of a Community of Practice site template that includes the Business Approvals Kit as a SharePoint page. This template would allow users to easily import the Business Approvals Kit into their communication site and utilize it within the context of their site.

To achieve this, a PowerShell script using Patterns and Practices (PnP) commands could be created to publish the template page to a SharePoint communication site. The template would include the necessary components of the Business Approvals Kit, such as the approval flow, custom connector, and templates for common scenarios.

In addition, the Communication Site Template could be used as a tool to build an Approvals Nurture module for a Center of Excellence. This would provide a standardized approach to approvals processes across the organization and ensure that best practices are being followed.

Describe alternatives you've considered

An alternative solution would be to manually add the Business Approvals Kit to a SharePoint communication site. However, this would be time-consuming and may not be consistent across different communication sites and provide upgrade path for content

Additional context?

No response

AB#704

Is your feature request related to a problem? Please describe.

Currently, there is approval status is available for approvals stages and nodes and approval outcomes. The published data model (https://learn.microsoft.com/power-automate/guidance/business-approvals-templates/content#dataverse) allows Power BI reports to be created for all workflows in the Business Approvals Kit. There are not preconfigured Power BI dashboards that users have to navigate to each workflow individually to see the status, which can be time-consuming and inefficient.

Describe the solution you'd like

Would like to have an in-app simple dashboard that provides a quick glance of the approval status for all workflows in the Business Approvals Kit.

This dashboard should display the status of each workflow, such as pending, approved, or rejected, and should allow users to filter by date, workflow name, or other relevant criteria.

Additionally, I would like the option to embed a Power BI report that provides more detailed information on approval status and trends.

Describe alternatives you've considered

Create of tailor Power BI reports based on dataverse tables

Additional context?

No response

AB#698

Describe the issue

The Learn Module - Trigger Approval currently does not include an approval flow diagram or personas for various roles. This makes it difficult for readers to understand the example being presented and how it could be tailored to different use cases. Additionally, there may be other bugs or issues present in the module that are not currently known.

https://learn.microsoft.com/en-us/power-apps/guidance/planning/example-expense-reporting

Expected Behavior

The Learn Module - Trigger Approval should include an approval flow diagram and personas for various roles to provide context and help readers understand how the approval process could be tailored to different use cases.

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

Learn Module

Steps To Reproduce

No response

Anything else?

No response

AB#733

Describe the issue

Second stage approval for Contoso Coffee Machine order not generated when the price of the Machine > $400.

Expected Behavior

Expected: A second Manager approval would be sent when value >= $400.

Actual: Only the first stage self approval sent

What solution version are you using?

1.0.20231107.1

What app or flow are you having the issue with?

No response

Steps To Reproduce

Steps carried out:

1. Created a Workflow with variables for Name and Price
2. First stage self approval
3. For second stage approval added If / Else condition and specified condition where Price Request Data > 400
4. Added Manager approval node (Self approved)
5. Saved and published
6. Updated Cloud flow to use new version and published cloud flow

Anything else?

No response

AB#746

Describe the issue

Not showing the + button when adding a stage

After saving the Workflow and reopen the Process Designer the conditional node items for TRUE and FALSE are visible as expected

Expected Behavior

That the TRUE / FALSE options of a If / Else is displayed after the add stage dialog is closed.

What solution version are you using?

No response

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#736

Is your feature request related to a problem? Please describe.

The current process for deploying the Business Approvals Kit is complex and requires manual installation of prerequisites and dependencies. This can be time-consuming and can lead to errors and inefficiencies.

Describe the solution you'd like

Would like to have a few-click installation experience to install prerequisites and the Business Approvals Kit from AppSource. This installation process should automate the setup of dependencies and streamline the installation process. Additionally,

Would like the Business Approvals Kit to be more discoverable on AppSource, with clear documentation and instructions for installation and use.

Consider a low code installation Wizard to perform any post install steps like used by the CoE Kit Install Wizard

Like the option to deploy the package using the pac application install command, which would simplify the deployment process for IT administrators.

Describe alternatives you've considered

One alternative is to continue with the current manual installation process, which can be time-consuming and error-prone. Another alternative is to use automation to install the prerequisites and dependencies, but this does not address the issue of discoverability and ease of deployment from AppSource.

Additional context?

No response

AB#699

Describe the issue

The OAuth connection parameters of the custom connector should not be included in the install zip file

Expected Behavior

Connector/cat_approvals-20kit_connectionparameters.json should be an empty file so that on import first time and during upgrade security settings are not overwritten or defaulted to values from an incorrect tenant

What solution version are you using?

1.0.0.45

What app or flow are you having the issue with?

No response

Steps To Reproduce

No response

Anything else?

No response

AB#768

Is your feature request related to a problem? Please describe.

Setting up security groups for highly sensitive scenarios can be a complex and time-consuming process. This can be a barrier for users who need to quickly set up approvals workflows with secure access controls.

Describe the solution you'd like

I would like to propose the inclusion of preset security groups in the Business Approvals Kit. These preset security groups would provide an easier way to set up access controls for highly sensitive scenarios. The security groups would be pre-defined and could be easily added to the approval workflow, reducing the time and complexity of setting up access controls.

In addition, the Business Approvals Kit could build on the Power Platform Dataverse security model for row-level security. This would allow users to set up access controls at the row level, ensuring that only authorized users can access and modify specific data.

Finally, the preset security groups could be extended to role-based security of reporting dashboards. This would allow users to set up access controls for reporting dashboards based on user roles, ensuring that only authorized users can view and modify specific reports.

Describe alternatives you've considered

An alternative solution would be to manually set up security groups for each approval workflow. However, this would be time-consuming and error-prone, and may not provide the level of security and access controls necessary for highly sensitive scenarios.

Additional context?

No response

AB#705

Is your feature request related to a problem? Please describe.

The problem is that the current Additional context feature in the Business Approvals Kit only allows for a link to be included, which may not provide enough information for approvers to make an informed decision. Additionally, there is no way to include additional history of approval, similar approvals, or dynamic content based on the level of approval. Finally, there is no way to integrate a custom Power App Card to provide additional context.

Describe the solution you'd like

I would like the Business Approvals Kit to be extended to include the ability to specify a Power Apps Approval Card that provides additional context for approvers.

This card should be customizable to include additional history of approval, similar approvals, and dynamic content based on the level of approval.

Additionally, I would like the ability to integrate a custom Power App Card to provide even more context for approvers with custom business logic using Power FX and using data from connectors

Describe alternatives you've considered

No response

Additional context?

No response

AB#715