You can trigger approval workflows right after a user submits a form on your Power Pages portal — a powerful integration using Power Automate + Dataverse.
Scenario Example
A user submits a leave request form, and the manager receives an approval request via email or Teams.
Components Required
- Power Pages form (Entity/Form)
- Dataverse Table (e.g., Leave Request)
- Power Automate flow with Start and Wait for an Approval
- Table Permissions + Web Role setup (for security)
Step-by-Step Guide
1. Create the Dataverse Table
- Create a table like
Leave Requests - Add necessary columns like: Requester, From Date, To Date, Reason, Status
2. Configure the Power Pages Form
- Add the form using the
Entity FormorBasic Form - Make sure it creates a record on submit
3. Create Power Automate Flow
- Trigger: When a row is added, modified (Dataverse)
- Table:
Leave Requests - Scope: Organization
- Table:
- Condition (Optional): Check if Status = “Submitted”
- Action: Start and Wait for an Approval
- Type: Approve/Reject – First to respond
- Assigned To: Manager’s email (can be pulled from record or fixed)
- Actions based on outcome:
- If Approved: Update status to
Approved - If Rejected: Update status to
Rejected
- If Approved: Update status to
- Optional: Notify user via email
Test the Flow
- Submit a form from the portal
- Approval request should be sent
- Status updates automatically after response
Security Tips
- Use Table Permissions to ensure users only see/update their own submissions.
- Use Web Roles to restrict approval access (if needed on portal).
- Log approval actions in Dataverse for audit.
Benefits
- Real-time approval triggering
- Integrated user feedback loop
- Full tracking in Dataverse
- Seamless front-end user experience