Forum Discussion
Automisation - Mail & Feedback
Thx for the quick answer!
Do you know a good way to solve the 2. problem "...check off the action items for the specific signal"? Withouth that we cannot provide a dashboard for the senior management team to control and steer the escalations.
Yeah, there's a lot of ways to handle that. It will take some work, but what you probably want is the Power Automate flow, and as part of the flow have it create some "task" items (just list items, unless you want a classic task list - SharePoint create item action, one for each thing you want them to do) in a SharePoint list and email the manager. You'd have a status or yes/no column on those items that the manager can change when the task is complete.
There's a separate Power Automate flow you can create (automated cloud flow, not scheduled) that triggers on field changes that could perform actions when the manager has completed all three tasks. You'd probably want some sort of ID reference to which "event" these are tied to so that you can isolate them and check if they're all complete or not when it runs. You want the "get changes" in SharePoint actions for this - there's some tutorials in YouTube/the web on how to use them. This isn't a super beginner-friendly flow to start with though, I can say that.
Alternately if you want to keep it more simple you could use the Approvals actions in Power Automate and just have them click the button in the approval email when everything is done, if you don't need a paper trail of when each task was completed - it would be a lot simpler to set up.
