I am working on file approval process in SharePoint and classic SP WF is not an option (outdated and doesnt have the required functions). The other option would be to use Flow, but I cant seem to figure out how to use it propertly. The process should work like this:
Is Flow capable of such things? I cant even figure out how to load metadata column from the document set, so I thought I would ask here so I dont burn hours on impossible tasks.
Thanks for any advice!
Currently, the SharePoint connector doesn't support reading document metadata. But this is definitely high on our backlog of features to add. We plan to address this in the coming months.
Thanks you for the feedback!
However, the "Link to Item" object is not availble when connecting to a SharePoint Document Library, only with a SharePoint List. Perhaps this is a future update coming to Flow for better integration with Document Libraries (or perhaps you have a newer version of Flow in your tenant that I do).
To see the Link to item, there is a workaround you can employ. Use one of the list triggers (e.g. When an item is created) and simply type in the word Documents for the List name. This will pull in the existing column metadata for your document library and include the Link to item attribute. For example:
If you need to connect to another document library in your site. Navigate to the document library and select a particular document. Click on the Flow button and choose Create a flow. Select one of the templates from the right side pane, e.g. Complete a custom action for the selected file. This will open a new template in the Flow website. Simply copy the List Name of your document library and paste it into the SharePoint triggers/actions in your Flow.
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