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melissacwilson
Level: Powered On

Approval chain and moving file to new folder after approved

Hello, hoping to get some help building this out. Thanks in advance!

 

1. trigger: Excel file is saved in a specific folder

2. File is then automatically emailed to specific person for approval

3. If they do not approve, i receive an email or notification with their requested changes and/or comments

4. If they do approve, the file is then automatically send to next person for approval

5. If person #2 does not approve, i receive and email or notification with their requested changes and/or comments

6. If they do approve, the file is then moves to the specified "approved" folder and I receive a notification

 

optional step if the rest is possible. 6b. After all people have approved and the files has been automatically moved to the "approved" folder, it is then emails the file to a group of people along with 2 other files in an a specified folder. 

7 REPLIES 7
Community Support Team
Community Support Team

Re: Approval chain and moving file to new folder after approved

Hi @melissacwilson,

 

According to your requirements, I create such Flow you can refer to, it is the plan A:

Annotation 2019-11-20 112343.png

 

Annotation 2019-11-20 112445.png

If you have any problem with create it, please contact us. 

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

melissacwilson
Level: Powered On

Re: Approval chain and moving file to new folder after approved

Thank you so much, @v-litu-msft this is super helpful! I'm going to create and test this out now. 

 

One quick question -- I'd like to do this in Onedrive for business. I can see the trigger is available there, but I'm not seeing "create sharing link for a file or folder". Is there another option that would work the same way? I was thinking of using "create share link by path (preview)". Do you know if this would work the same way?

 

And two other quick questions:

1. What does the "(preview)" mean after some of these actions? I'm assuming they can still open the file vs only seeing a preview, correct?

2. What does the "(properties only)" mean after some of these triggers/actions?

 

Thanks in advance for your help. Really appreciate it!

melissacwilson
Level: Powered On

Re: Approval chain and moving file to new folder after approved

@v-litu-msft alright, I went ahead and tested it out using one drive for business but some some reason it's failing on the second step. Do you mind taking a look at the screenshots of my flow below and seeing if you can identify the problem?

 

Thank you!

flow step 1.PNGflow step 2.PNG

Community Support Team
Community Support Team

Re: Approval chain and moving file to new folder after approved

Hi @melissacwilson,

 

It seems that your Flow structure no problem. Which action failed? Could you share the error information?

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

melissacwilson
Level: Powered On

Re: Approval chain and moving file to new folder after approved

@v-litu-msft here are screenshots of the errors. thanks!flow error 1.PNGflow error 2.PNGflow error 3.PNG

Community Support Team
Community Support Team

Re: Approval chain and moving file to new folder after approved

Hi @melissacwilson,

 

Are you the OneDrive For business owner?

If you aren't, you should connect with its owner to configure the setting of OneDrive for business Sharing:

https://docs.microsoft.com/en-us/onedrive/user-external-sharing-settings

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Highlighted
melissacwilson
Level: Powered On

Re: Approval chain and moving file to new folder after approved

HI @v-litu-msft our entire company uses One Drive. Shouldn't I be able to set up internal approval chains or is this typically something that has to be ok'd and setup by the IT dept?

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