--- title: "Tutorial 3: Use an Approval template to send approvals" description: Note that all tutorials show the new Power Automate designer in the screenshots In this tutorial, we’ll show you how to use a workflow template to implement an --- [Skip to content](https://docs.isoplanner.app/pa-t3#main-content) [![ISOPlanner 2000x500 transparent no shadow](https://docs.isoplanner.app/hs-fs/hubfs/ISOPlanner%202000x500%20transparent%20no%20shadow.png?width=200&height=50&name=ISOPlanner%202000x500%20transparent%20no%20shadow.png)](https://isoplanner.app) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [ISOPlanner](https://docs.isoplanner.app/) 2. [Power Automate](https://docs.isoplanner.app/power-automate) # Tutorial 3: Use an Approval template to send approvals > Note that all tutorials show the new Power Automate designer in the screenshots In this tutorial, we’ll show you how to use a workflow template to implement an approval workflow using Microsoft Teams. If you don’t have any experience with Power Automate, we suggest that you [follow Tutorial 1](https://docs.isoplanner.app/pa-t1/) first. 1\. First, [create an approval template](https://docs.isoplanner.app/how-to-work-with-templates/). Give the template the name **Approval {name}**. Replace {name} with the purpose or group. Go to the [template section in ISOPlanner](https://portal.isoplanner.app/tasks/templates), click **Add** and select **Approval template**. Optionally, select people who should approve. Click **Save** to create the template. - If you have fixed approvers for your purpose, select the approvers and de-select **The user may modify the approvers**. - If you have dynamic approvers, select default approvers (or none) and leave the option **The user may modify the approvers** checked**.** Examples: - Approval CISO - Approval Management Team - Approval Policies ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-3-2.png?width=670&name=pa-t3-3-2.png) > An approval template automatically has been linked to the form **Approval**. The **Approval Comment** field on this form will be filled with the comment that approvers enter in the **Approvals App** (Microsoft Teams). Adding more fields to this form is possible but the Approvals App does not support more fields. If you need this, you can create a workflow that also sends a link to the approval task to the user who should fill in the form. 2\. Now log into [Power Automate](https://make.powerautomate.com/) and go to the menu **Templates** and search for **isoplanner approve**. ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-1-2.png?width=670&name=pa-t3-1-2.png) 3\. Click on the template and connect to **ISOPlanner**, **SharePoint** and **Approvals**. Click **Continue**. ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-2-2.png?width=646&name=pa-t3-2-2.png) 4\. The workflow is created in your tenant. Next, configure the steps in the workflow according to the table below. ![table\_pa\_t3\_workflow\_config](https://docs.isoplanner.app/hs-fs/hubfs/table_pa_t3_workflow_config.png?width=670&height=610&name=table_pa_t3_workflow_config.png) 5\. Click **Save.** Edit your approval template in ISOPlanner and go to tab **Workflows** to see that your workflow has been linked to the template. ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-4-980x331-2.png?width=670&name=pa-t3-4-980x331-2.png) 6\. Test the template. Go to the[ISOPlanner Library](https://portal.isoplanner.app/library/links), select a SharePoint page or file, click the **Approvals** button and select the template you created. Click **Save** and **Send**. ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-5-2.png?width=670&name=pa-t3-5-2.png) 7\. The workflow has been started. In the library in ISOPlanner you can see the current status. In the column **Lastest Approval**, the status, date and appovers are shown. Hover with your mouse above it to see more details, including the status per approver and which template has been applied. ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-6-2.png?width=670&name=pa-t3-6-2.png)   8\. The approvers have been notified by the Approvals App (Microsoft Teams). Within **Microsoft Teams**, go the menu **Activity** and select the new approval request. The approvers can **Approve** / **Reject** and leave **Comments**. ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-7-2.png?width=670&name=pa-t3-7-2.png) After approval, the status in ISOPlanner is updated. ![](https://docs.isoplanner.app/hs-fs/hubfs/Knowledge%20Base%20Import/pa-t3-8-2.png?width=670&name=pa-t3-8-2.png)   Resources - [The Microsoft Teams Approval app](https://learn.microsoft.com/en-us/microsoftteams/approval-admin) - [How to work with Approvals](https://docs.isoplanner.app/how-to-work-with-approvals/) - [Using the ISOPlanner Connector](https://docs.isoplanner.app/using-the-isoplanner-connector/) - [How to work with templates](https://docs.isoplanner.app/how-to-work-with-templates/) - [Getting Started](https://docs.isoplanner.app/getting-started) - [Main Concepts](https://docs.isoplanner.app/main-concepts) - [Common Elements](https://docs.isoplanner.app/common-elements) - [Administration Menu](https://docs.isoplanner.app/administration-menu) - [FAQ](https://docs.isoplanner.app/faq) - [Videos](https://docs.isoplanner.app/videos) - [Apps & Add-ins](https://docs.isoplanner.app/apps-add-ins) - [Automated Control Monitoring](https://docs.isoplanner.app/automated-control-monitoring) - [Developer](https://docs.isoplanner.app/developer) - [Power Automate](https://docs.isoplanner.app/power-automate) - [Power BI](https://docs.isoplanner.app/power-bi) - [Release Notes](https://docs.isoplanner.app/release-notes) - [Transition Guides](https://docs.isoplanner.app/transition-guides) [![ISOPlanner 2000x500 transparent no shadow](https://docs.isoplanner.app/hs-fs/hubfs/ISOPlanner%202000x500%20transparent%20no%20shadow.png?width=200&height=50&name=ISOPlanner%202000x500%20transparent%20no%20shadow.png "ISOPlanner 2000x500 transparent no shadow")](https://docs.isoplanner.app/) [mailto:support@isoplanner.app](mailto:support@isoplanner.app) Copyright © 2026, ISOPlanner