RTH Appeal Process Flow Logic
When an item is created
Site Address: https://genericcorp.sharepoint.com/sites/RTHDatabase
List Name: b9998066-49f5-44ad-b36a-e17b855409b0
Html to text: Convert Note Info
Content: [Dynamic Content: Trigger Body noteInfo]
Send an email from a shared mailbox (V2): Notify Submission
From (Shared Mailbox): sharedmailbox@example.com
To: [Dynamic Content: Trigger Body Title]; [Dynamic Content: Trigger Body SubmittingOnBehalfOf]
Subject: RTH Appeal Submitted for: [Dynamic Content: Trigger Body clientNumberAndMatter]
Body: Client/Matter: [Dynamic Content: Trigger Body clientNumberAndMatter].[Dynamic Content: Trigger Body matterNumber] | Reason: [Dynamic Content: Trigger Body Reason] | Notes: [Dynamic Content: Output from 'Convert_Note_Info']
Bcc: user1@example.com; user2@example.com
Importance: Normal
Switch: Evaluate Reason
On: [Dynamic Content: Trigger Body Reason]
Case: Clients Insurance Company rates are required
Create item: Create_item_Insurance
Site Address: https://genericcorp.sharepoint.com/sites/RTHDatabase
List Name: [List ID/Name not specified in key-value]
Title: [Dynamic Content: Trigger Body Title]
SubmittingOnBehalfOf: [Dynamic Content: Trigger Body SubmittingOnBehalfOf]
ClientNumber: [Dynamic Content: Trigger Body clientNumberAndMatter]
matterNumber: [Dynamic Content: Trigger Body matterNumber]
ApprovalName: Power Automate
SpecialNotes: EXRTH
Reason: [Dynamic Content: Trigger Body Reason]
noteInfo: [Dynamic Content: Trigger Body noteInfo]
Compose: Get Matter Number Insurance
Inputs: [Dynamic Content: Output from 'Create_item_Insurance' matterNumber]
Condition: Check if Matter Number Exists Insurance
[Expression: equals(...)] checking if [Dynamic Content: Output from 'Get_Matter_Number_Insurance'] is null
If Yes
Execute stored procedure: Set Client RTH Insurance
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_CLIENT_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_Insurance' ClientNumber]
HoldCode: EXRTH
If No
Execute stored procedure: Set Matter RTH Insurance
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_MATTER_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_Insurance' ClientNumber]
MatterNo: [Dynamic Content: Output from 'Create_item_Insurance' matterNumber]
HoldCode: EXRTH
Send an email from a shared mailbox (V2): Send Approval Email Insurance
From (Shared Mailbox): sharedmailbox@example.com
To: [Dynamic Content: Output from 'Create_item_Insurance' Title]; [Dynamic Content: Output from 'Create_item_Insurance' SubmittingOnBehalfOf]
Subject: **APPROVED: 2025 Exception Rates Review [Dynamic Content: Output from 'Create_item_Insurance' ClientNumber].[Dynamic Content: Output from 'Create_item_Insurance' matterNumber]**
Body: Your RTH appeal for Client/Matter [Dynamic Content: Output from 'Create_item_Insurance' ClientNumber].[Dynamic Content: Output from 'Create_item_Insurance' matterNumber] based on reason '[Dynamic Content: Output from 'Create_item_Insurance' Reason]' has been auto-approved and processed.
Bcc: user1@example.com; user2@example.com
Importance: Normal
Case: Public Entity budget
Create item: Create_item_PublicEntity
Site Address: https://genericcorp.sharepoint.com/sites/RTHDatabase
List Name: [List ID/Name not specified in key-value]
Title: [Dynamic Content: Trigger Body Title]
SubmittingOnBehalfOf: [Dynamic Content: Trigger Body SubmittingOnBehalfOf]
ClientNumber: [Dynamic Content: Trigger Body clientNumberAndMatter]
matterNumber: [Dynamic Content: Trigger Body matterNumber]
ApprovalName: Power Automate
SpecialNotes: EXRTH
Reason: [Dynamic Content: Trigger Body Reason]
noteInfo: [Dynamic Content: Trigger Body noteInfo]
view: 693a9884-ce48-4d98-bde2-887833acaab0
Compose: Get Matter Number PublicEntity
Inputs: [Dynamic Content: Output from 'Create_item_PublicEntity' matterNumber]
Condition: Check if Matter Number Exists PublicEntity
[Expression: equals(...)] checking if [Dynamic Content: Output from 'Get_Matter_Number_PublicEntity'] is null
If Yes
Execute stored procedure: Set Client RTH PublicEntity
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_CLIENT_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_PublicEntity' ClientNumber]
HoldCode: EXRTH
If No
Execute stored procedure: Set Matter RTH PublicEntity
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_MATTER_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_PublicEntity' ClientNumber]
MatterNo: [Dynamic Content: Output from 'Create_item_PublicEntity' matterNumber]
HoldCode: EXRTH
Send an email from a shared mailbox (V2): Send Approval Email PublicEntity
From (Shared Mailbox): sharedmailbox@example.com
To: [Dynamic Content: Output from 'Create_item_PublicEntity' Title]; [Dynamic Content: Output from 'Create_item_PublicEntity' SubmittingOnBehalfOf]
Subject: **APPROVED: 2025 Exception Rates Review [Dynamic Content: Output from 'Create_item_PublicEntity' ClientNumber].[Dynamic Content: Output from 'Create_item_PublicEntity' matterNumber]**
Body: Your RTH appeal for Client/Matter [Dynamic Content: Output from 'Create_item_PublicEntity' ClientNumber].[Dynamic Content: Output from 'Create_item_PublicEntity' matterNumber] based on reason '[Dynamic Content: Output from 'Create_item_PublicEntity' Reason]' has been auto-approved and processed.
Bcc: user1@example.com; user2@example.com
Importance: Normal
Case: Contractually agreed rates in force through
Create item: Create_item_Contract
Site Address: https://genericcorp.sharepoint.com/sites/RTHDatabase
List Name: [List ID/Name not specified in key-value]
Title: [Dynamic Content: Trigger Body Title]
SubmittingOnBehalfOf: [Dynamic Content: Trigger Body SubmittingOnBehalfOf]
ClientNumber: [Dynamic Content: Trigger Body clientNumberAndMatter]
matterNumber: [Dynamic Content: Trigger Body matterNumber]
ApprovalName: Power Automate
SpecialNotes: EXRTH
Reason: [Dynamic Content: Trigger Body Reason]
noteInfo: [Dynamic Content: Trigger Body noteInfo]
startDate: [Dynamic Content: Trigger Body startDate]
endDate: [Dynamic Content: Trigger Body endDate]
Compose: Get Matter Number Contract
Inputs: [Dynamic Content: Output from 'Create_item_Contract' matterNumber]
Condition: Check if Matter Number Exists Contract
[Expression: equals(...)] checking if [Dynamic Content: Output from 'Get_Matter_Number_Contract'] is null
If Yes
Execute stored procedure: Set Client RTH Contract
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_CLIENT_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_Contract' ClientNumber]
HoldCode: EXRTH
If No
Execute stored procedure: Set Matter RTH Contract
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_MATTER_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_Contract' ClientNumber]
MatterNo: [Dynamic Content: Output from 'Create_item_Contract' matterNumber]
HoldCode: EXRTH
Send an email from a shared mailbox (V2): Send Approval Email Contract
From (Shared Mailbox): sharedmailbox@example.com
To: [Dynamic Content: Output from 'Create_item_Contract' Title]; [Dynamic Content: Output from 'Create_item_Contract' SubmittingOnBehalfOf]
Subject: **APPROVED: 2025 Exception Rates Review [Dynamic Content: Output from 'Create_item_Contract' ClientNumber].[Dynamic Content: Output from 'Create_item_Contract' matterNumber]**
Body: Your RTH appeal for Client/Matter [Dynamic Content: Output from 'Create_item_Contract' ClientNumber].[Dynamic Content: Output from 'Create_item_Contract' matterNumber] based on reason '[Dynamic Content: Output from 'Create_item_Contract' Reason]' has been auto-approved and processed. Rates are approved until [Dynamic Content: Output from 'Create_item_Contract' endDate].
Bcc: user1@example.com; user2@example.com
Importance: Normal
Case: Other
Start and wait for an approval: Request Manual Approval
Approval type: Custom Responses - Wait for one response
Response options: Approved, Denied
Title: ACTION NEEDED: Rate Review Approve/Deny [Dynamic Content: Trigger Body clientNumberAndMatter].[Dynamic Content: Trigger Body matterNumber]
Assigned to: user2@example.com; user1@example.com
Details: Appeal Submitted by: [Dynamic Content: Trigger Body Title] (On behalf of: [Dynamic Content: Trigger Body SubmittingOnBehalfOf]) | Client/Matter: [Dynamic Content: Trigger Body clientNumberAndMatter].[Dynamic Content: Trigger Body matterNumber] | Reason: [Dynamic Content: Trigger Body Reason] | Notes: [Dynamic Content: Output from 'Convert_Note_Info']
Enable notifications: Yes
Enable reassignment: Yes
Switch: Evaluate Approval Outcome
On: [Dynamic Content: Output from 'Request_Manual_Approval' outcome]
Case: Approved
Apply to each: Process Approval Response
Select an output from previous steps: [Dynamic Content: Output from 'Request_Manual_Approval' responses]
Create item: Create_item_Approved
Site Address: https://genericcorp.sharepoint.com/sites/RTHDatabase
List Name: [List ID/Name not specified in key-value]
Title: [Dynamic Content: Trigger Body Title]
SubmittingOnBehalfOf: [Dynamic Content: Trigger Body SubmittingOnBehalfOf]
ClientNumber: [Dynamic Content: Trigger Body clientNumberAndMatter]
matterNumber: [Dynamic Content: Trigger Body matterNumber]
ApprovalName: [Dynamic Content: Responder DisplayName from Loop 'Process_Approval_Response']
SpecialNotes: [Dynamic Content: Responder Comments from Loop 'Process_Approval_Response']
Reason: [Dynamic Content: Trigger Body Reason]
noteInfo: [Dynamic Content: Trigger Body noteInfo]
Compose: Get Matter Number Approved
Inputs: [Dynamic Content: Output from 'Create_item_Approved' matterNumber]
Condition: Check if Matter Number Exists Approved
[Expression: equals(...)] checking if [Dynamic Content: Output from 'Get_Matter_Number_Approved'] is null
If Yes
Execute stored procedure: Set Client RTH Approved
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_CLIENT_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_Approved' ClientNumber]
HoldCode: EXRTH
If No
Execute stored procedure: Set Matter RTH Approved
Server name: [Blank]
Database name: [Blank]
Procedure Name: [dbo].[_ACME_UPDATE_MATTER_STATUS]
Parameters:
ClientNo: [Dynamic Content: Output from 'Create_item_Approved' ClientNumber]
MatterNo: [Dynamic Content: Output from 'Create_item_Approved' matterNumber]
HoldCode: EXRTH
Send an email from a shared mailbox (V2): Send Final Approval Email
From (Shared Mailbox): sharedmailbox@example.com
To: [Dynamic Content: Output from 'Create_item_Approved' Title]; [Dynamic Content: Output from 'Create_item_Approved' SubmittingOnBehalfOf]
Subject: **APPROVED: 2025 Exception Rates Review [Dynamic Content: Output from 'Create_item_Approved' ClientNumber].[Dynamic Content: Output from 'Create_item_Approved' matterNumber]**
Body: Your RTH appeal for Client/Matter [Dynamic Content: Output from 'Create_item_Approved' ClientNumber].[Dynamic Content: Output from 'Create_item_Approved' matterNumber] has been **Approved** by [Dynamic Content: Output from 'Create_item_Approved' ApprovalName]. Approver Comments/Notes: [Dynamic Content: Output from 'Create_item_Approved' SpecialNotes]
Bcc: user1@example.com; user2@example.com; [Dynamic Content: Responder Email from Loop 'Process_Approval_Response']
Importance: Normal
Case: Denied
Apply to each: Process Denial Response
Select an output from previous steps: [Dynamic Content: Output from 'Request_Manual_Approval' responses]
Create item: Create_item_Denied
Site Address: https://genericcorp.sharepoint.com/sites/RTHDatabase
List Name: [List ID/Name not specified in key-value]
Title: [Dynamic Content: Trigger Body Title]
SubmittingOnBehalfOf: [Dynamic Content: Trigger Body SubmittingOnBehalfOf]
ClientNumber: [Dynamic Content: Trigger Body clientNumberAndMatter]
matterNumber: [Dynamic Content: Trigger Body matterNumber]
ApprovalName: [Dynamic Content: Responder DisplayName from Loop 'Process_Denial_Response']
SpecialNotes: Denied - [Dynamic Content: Responder Comments from Loop 'Process_Denial_Response']
Reason: [Dynamic Content: Trigger Body Reason]
noteInfo: [Dynamic Content: Trigger Body noteInfo]
Send an email from a shared mailbox (V2): Send Denial Email
From (Shared Mailbox): sharedmailbox@example.com
To: [Dynamic Content: Output from 'Create_item_Denied' Title]; [Dynamic Content: Output from 'Create_item_Denied' SubmittingOnBehalfOf]
Subject: **DENIED: 2025 Exception Rates Appeal [Dynamic Content: Output from 'Create_item_Denied' ClientNumber].[Dynamic Content: Output from 'Create_item_Denied' matterNumber]**
Body: Your RTH appeal for Client/Matter [Dynamic Content: Output from 'Create_item_Denied' ClientNumber].[Dynamic Content: Output from 'Create_item_Denied' matterNumber] has been **Denied** by [Dynamic Content: Output from 'Create_item_Denied' ApprovalName]. Reason/Comments: [Dynamic Content: Output from 'Create_item_Denied' SpecialNotes]
Bcc: user1@example.com; user2@example.com; [Dynamic Content: Responder Email from Loop 'Process_Denial_Response']
Importance: Normal