Simplify Change Request approval using Flow template

The Change Request Flow Template is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions. Change request form.

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Implement the Pre-Built Workflow and Enjoy the Benefits of Automation. Change request form

The automated Change Request Flow Template simplifies the work of the operations specialists and helps close important deals without delays or data losses. With easy-to-configure change request form Bots, Operations departments change request schedule change request email form can begin automating on day one, without writing a single line of code.

Check out the benefits airSlate delivers to your team:

  1. Use professional-looking, editable templates.
  2. Set up smart reminders and notifications, so you don’t miss deadlines.
  3. Negotiate contracts with your colleagues and partners in real time.
  4. Populate documents and contracts from your data sources using the no-code Bots.
  5. Automatically archive documents to your storage when a task is completed.

Optimize internal processes and focus on critical initiatives with the business automation platform. Deploy it once and save change request document hours of time and hassle on every workflow change request document step.

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Save an average of 8 hours per week with an automated Change Request workflow

Spend an average of 10 minutes to complete a Change Request document

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No-code automation, integrations, configuration and distribution of Change Request

  • Add additional fillable fields to Change Request

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  • Embed fillable Change Request in your website or distribute it via a public link

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  • Collect payments for Change Request

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  • Authenticate recipients for Change Request

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  • Request attachments for Change Request from recipients

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  • Integrate Change Request with dynamic web-forms

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  • Auto-generate documents from data in Change Request

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HOW iT WORKS

How to Simplify Change Request approval using Flow template

Watch our quick user guide video and learn how to use the Simplify Change Request approval using Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Simplify Change Request approval using Flow template

of fields that we want to capture for our holiday request form. Once we have added all the necessary fields, we can customize the form further by changing the theme, adding images, or adjusting the layout. After creating the form, we can proceed to create the workflow using Microsoft Power Automate. Open Power Automate and click on "Create" to start a new flow. We will use the "When a new response is submitted" trigger from Microsoft Forms to initiate the flow. Next, we need to add an action to send the captured data to Microsoft Planner. Search for the "Create a task" action in Planner and select it. Here, we can choose the details we want to include in the task, such as the start and end dates, the person responsible, and any additional information. To integrate the flow with Microsoft Outlook calendar, we need to add another action after creating the task. Search for the "Create event (V2)" action in Outlook, and select it. This action allows us to create an event in our Outlook calendar using the captured data from the form. Once we have added both actions, we can configure the required fields for each of them and map them to the corresponding data from the form. After completing the configuration, we can save the flow and test it out by submitting a response in the Microsoft Form. The data should then be sent to Microsoft Planner and integrated into our Outlook calendar. This process can be incredibly useful for simplifying the approval of change requests, such as holiday requests, and keeping track of them in both Microsoft Planner and Outlook calendar. It streamlines the process and provides a convenient way to view and manage the requests. If you found this tutorial helpful, please consider liking the video and subscribing to the channel for more updates and tutorials. Thank you for watching and I hope this information has been valuable to you.