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This Teams bot enables users to request task approval from managers within group chats. Managers can quickly approve or reject requests, while other members view request details only.
office-teams
office
office-365
csharp
contentType createdDate
samples
13-12-2021 17:00:25
officedev-microsoft-teams-samples-bot-request-approval-csharp

Bot request approval

This sample demonstrates a Teams bot that facilitates task approval requests within group chats. Users can submit requests via Adaptive Cards, which managers can then approve or reject directly in the chat. Other group members can view request details, while only requesters and managers have access to actionable options. The sample supports Azure and includes comprehensive setup guidance, leveraging .NET Core and the Teams Toolkit for Visual Studio.

Included Features

  • Bots
  • Adaptive Cards

Interaction with app

Preview Image

Try it yourself - experience the App in your Microsoft Teams client

Please find below demo manifest which is deployed on Microsoft Azure and you can try it yourself by uploading the app manifest (.zip file link below) to your teams and/or as a personal app. (Sideloading must be enabled for your tenant, see steps here).

Bot request approval: Manifest

Send task request using Universal Adaptive Cards in a group chat

This sample shows a feature where:

  1. Requester : Can request for any task approval from manager by initiating a request in group chat using bot command request and only requester can edit the request card.
  2. Manager : Can see the request raised by user in the same group chat with an option of approve or reject.
  3. Others: Other members in the group chat can see the request details only.

Prerequisites

Run the app (Using Teams Toolkit for Visual Studio)

The simplest way to run this sample in Teams is to use Teams Toolkit for Visual Studio.

  1. Install Visual Studio 2022 Version 17.10 Preview 4 or higher Visual Studio
  2. Install Teams Toolkit for Visual Studio Teams Toolkit extension
  3. In the debug dropdown menu of Visual Studio, select Dev Tunnels > Create A Tunnel (set authentication type to Public) or select an existing public dev tunnel.
  4. In the debug dropdown menu of Visual Studio, select default startup project > Microsoft Teams (browser)
  5. In Visual Studio, right-click your TeamsApp project and Select Teams Toolkit > Prepare Teams App Dependencies
  6. Using the extension, sign in with your Microsoft 365 account where you have permissions to upload custom apps.
  7. Select Debug > Start Debugging or F5 to run the menu in Visual Studio.
  8. In the browser that launches, select the Add button to install the app to Teams.

If you do not have permission to upload custom apps (sideloading), Teams Toolkit will recommend creating and using a Microsoft 365 Developer Program account - a free program to get your own dev environment sandbox that includes Teams.

Setup

Setup for Bot

  • In Azure portal, create a Azure Bot resource.

    • For bot handle, make up a name.
    • Select "Use existing app registration" (Create the app registration in Microsoft Entra ID beforehand.)
    • If you don't have an Azure account create an Azure free account here

  • While registering the bot, use https://<your_tunnel_domain>/api/messages as the messaging endpoint.

    NOTE: When you create your bot you will create an App ID and App password - make sure you keep these for later.

Register your Teams Auth SSO with Azure AD

  1. Register your app with Microsoft identity platform via the Azure AD portal

  2. Clone the repository

    git clone https://github.com/OfficeDev/Microsoft-Teams-Samples.git

  3. Open the code in Visual Studio

    • File -> Open -> Project/Solution
    • Navigate to folder where repository is cloned then samples/bot-request-approval/csharp/BotRequestApproval.sln

  4. Run ngrok - point to port 3978

    ngrok http 3978 --host-header="localhost:3978"

    Alternatively, you can also use the dev tunnels. Please follow Create and host a dev tunnel and host the tunnel with anonymous user access command as shown below:

    devtunnel host -p 3978 --allow-anonymous

  5. Setup and run the bot from Visual Studio: Modify the appsettings.json and fill in the following details:

    • MicrosoftAppId - Generated from Step 1 (Application (client) ID)is the application app id
    • MicrosoftAppPassword - Generated from Step 1, also referred to as Client secret
    • Press F5 to run the project

  6. Setup Manifest for Teams

  • This step is specific to Teams.

    • Edit the manifest.json contained in the ./appPackage folder to replace your Microsoft App Id (that was created when you registered your app registration earlier) everywhere you see the place holder string {{Microsoft-App-Id}} (depending on the scenario the Microsoft App Id may occur multiple times in the manifest.json)
    • Edit the manifest.json for validDomains and replace {{domain-name}} with base Url of your domain. E.g. if you are using ngrok it would be https://1234.ngrok-free.app then your domain-name will be 1234.ngrok-free.app and if you are using dev tunnels then your domain will be like: 12345.devtunnels.ms.
    • Zip up the contents of the appPackage folder to create a manifest.zip (Make sure that zip file does not contains any subfolder otherwise you will get error while uploading your .zip package)

  • Upload the manifest.zip to Teams (in the Apps view click "Upload a custom app")

    • Go to Microsoft Teams. From the lower left corner, select Apps
    • From the lower left corner, choose Upload a custom App
    • Go to your project directory, the ./appPackage folder, select the zip folder, and choose Open.
    • Select Add in the pop-up dialog box. Your app is uploaded to Teams.

Note: If you are facing any issue in your app, please uncomment this line and put your debugger for local debug.

Running the sample

  • Initiated request using bot command request in group chat.

    Initial Card

  • Card will refresh for requester to fill details.

    Request Card

  • After submitting the request, requester can edit or cancel the request.

    Note: Users who created the card will only be able to see the buttons to edit or cancel the request.

    Edit/Cancel Card

Manager:

  • After requester submit the request, manager can approve/reject the request.

    Note: Manager of the task request will only be able to see the buttons to approve or reject the request.

    Approve/Reject Card

  • If manager approves or rejects the request, card will be refreshed for all the members in group chat.

    Status Card

Further reading