Microsoft Teams Approval App – Allow me to edit approvals

By Daniel Mackay in Microsoft, Teams 0 Comment

At SSW we are rolling out the use of the Approvals App with Teams to get requests approved through the organization.  I love how easy it is to create templates and use them to submit requests.  Previously we were using emails to manage these approvals, so another benefit is a reduction of noise across our collective inboxes.

Once an approval is submitted there is no way to alter the data.  While this makes sense for requests that have been approved, it would be great if we could edit requested approvals prior to being approved.  Currently, the only way we can do this is submit another request which means manually entering all information again which takes time. 

Figure: Able to edit SMS messages after being sent on an iPhone.  Image from Edited iMessages in iOS 16 Now Display Original Text, Undo Send Limited to Two Minutes – MacRumors

Workaround:

  1. Send another request with the updated information.
    • ❌ This can be time consuming if multiple edits need to be made
    • ❌ Copying information to another request can be error prone
    • ❌ Approval system gets polluted with duplicate requests

Suggestion:

  1. Add the ability to edit an approval request prior to it being approved.
  2. This would include changing the approver (if the template allowed the user to select approvers)
Figure: Lack of an option to edit an approval request
Figure: Only able to edit approvers during request creation
Figure: Viewing details of an approval request after it’s sent

Microsoft Teams Approval App – Allow me to easily find important approvals

By Daniel Mackay in Microsoft, Teams 0 Comment

Every company has the need for requests to be approved.  We’ve found that the Microsoft Teams Approval App works well, but only in simple cases.  It is easy to create templates and use them to submit requests. 

When companies switch from emails to a centralized structured approval, processes improve, and emails are reduced.

Senior Management are often responsible for approving most requests and as such can have a large backlog of requests to approve.  In order to help approvers action the most important requests I would like to see the following enhancements:

  1. Allow Priority to be set in Custom Approval Templates – ideally the priority level would be set in the Custom Approval Template, and not able to be changed by the user making the request.
  2. The ‘Request title’ field is not enough.  We need another column called ‘Approval Template Type’.
  3. We can sort on the column titles, but we need the ability to filter by Priority and Approval Template Name
Figure 1: Approval Hub – Can see Priority and Title, but not Request Type
Figure 2: Not able to filter by Priority and/or Request Type
Figure 3: We are able to configure priority for basic requests, but NOT able to do this for Custom Request Templates.  We need access to this field in Custom Request Templates.
Figure 4: Why are there only two priorities?  We would like to have 3 levels (for example, similar to how Outlook works (see below))
Figure 5: In Outlook we have 3 priorities.  For consistency, we would like 3 priorities in the Teams Approval App also.