Trigger approvals directly from a portal form

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 Form or Basic 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
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
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