Real simple template

Here, the approval will ask for some fundamental information such as the course name, number of days and technical level. Complete the workflow settings and then select Preview.

In this example, as the approval template is for a course description review there will need to be a document typically a word document to review and it will be specifically approved or rejected by the head of education for the organisation.

In contrast to the org wide template created previously, this template is now created and is shown under the team in template management. The corresponding form is created. Note, because this is a team approval, not an org wide approval, the form is created as a group form under the corresponding team, not under the Approvals App Admin Team which is reserved for org wide forms underpinning org wide templates.

Select the required template. Here, both the templates created previously are visible. The reviewer can approve or reject as usual. The great thing with using templates is it shows the scope and the template name within the approval. The templates above show how easy it is to get started and use templates in the approvals app.

However, we can also use approval templates in teams channels or Teams Channel. Here, for example, using the steps above I have created an approval template for cleaning up demo environments for technical demonstration which need multiple approvals from the admins in my organisation. This is a Team wide approval template and has been deployed to a team with the admins in since we are the only ones in our organisation who will carry out this activity.

To launch a template out of the chat, go to the Team and the Channel and in the Posts tab select New Conversation. If this is the first time using an approval in a conversation you will be asked to complete the terms. Select continue. You can also use templates in a teams channel conversation and leverage the approvals bot.

In the app store search for and select Approvals. Search for and select a team and channel and then Setup a bot. Back in the team and channel, start a conversation and in the message field write approvals and select approvals.

Complete and Send. The approval will appear in an adaptive card in the conversation exactly like it was sent via the messaging extension. What about Teams Meetings? Yes, we can. I have created an org wide approvals template for the meeting called Allow Meeting Recording which is designed to be used with meetings in my organisation for sensitive content.

Within Template Management this is deployed to Org Wide. In the app store search for and select Approvals and then select Add to a meeting. Select Templates then the required template in this case Allow Meeting Recording. The approval will be in the meeting chat within an adaptive card, both outside and inside the meeting. Great consistent functionality has been introduced within the approvals app. Templates can be used in a variety of contexts and scopes.

Are Templates supported in Flows? Not currently. Approvals are supported in flows and have been for some time. What do admins have to keep top of mind? Admins have to keep in mind that a. They should not delete the Approvals App Admin team which may lead, as Microsoft state when creating it, to loss of data which is irreversible.

More specifically, if an admin deletes the team, you have one month 30 days to restore it within Azure Active Directory AAD. After one month, or if the admin deletes this team within the recycle bin, all related data will be lost and b. That templates can break if the form which underpins them in the Forms app is deleted. Forms can be restored from the recycle bin. Is the creation of templates auditable? Yes, in the audit log of the Microsoft Compliance centre.

Yes, as confirmed by Microsoft. The approval templates are stored in Substrate Data Storage SDS , which is a compliant storage platform used internally only inside Microsoft.

This means that the org-scoped templates share the same lifetime of the tenant and team-scoped templates share the same lifetime of the team. So, permanently deleting the team deletes the related templates. Is there limitations on Approval templates? Yes, at the time of writing each team can contain at most approvals templates, and each template can collect a maximum of 50, requests based on the current capability in Microsoft Forms.

Do Approval Templates support guests in Teams? Yes, having tested they are supported but guests approve in the same way as ordinary approvals and have to log in to a web experience to approve. The approval is not done in the guests home tenant. This site uses Akismet to reduce spam. Learn how your comment data is processed. Pulses PRO. Tech Daily Chronicle. Friday, January 14, Microsoft Digitale transformatie met Office ShareValue - May 7, Bluetooth headphone winnen?

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