There is a template in Flow called "Modify file properties in SharePoint after approval" which I thought was excellent for my needs. But, of course, that creates a loop and the file is always pending approval.
So my needs are this:
1. Whenever someone publishes a major version of a document, it should trigger approval.
2. After the approval flow is done, the name of the approver and the date of the approval is visible in their respective site collection columns.
I can do it with the mentioned template, but of course those column changes trigger a new approval and the race is on...
If the Publish action is a problem I am not against the notion of having only major versions. But that is not the big issue, right?
Solved! Go to Solution.
Hey @edgonzales!
I cracked it. But it was HARD getting there.
I'm attaching a Snagit PNG of my flow just in case anyone else is wondering how this was done.
First: I did it by selecting a file in my document library and requested to create a flow for it. I selected the template: Request manager proposal for a selected file. Then I removed all the actions except the first one ("For a selected file") and then I built the flow to my liking.
Once I understod that chain of multiple "Set content approval status" I could easily get a working flow.
Thanks for the encouragement.
/Mats
Hi there! I'm not super familiar with this template, but it seems like you could put a condition between the trigger and the first action (approval) to check the fields that your updating on the "Yes" path of the approval. Would that suit your needs?
Keep us posted, either way.
-Ed-
If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.
it would stop the loop, but would the document status not still be pending since it has changed? I mean, the flow won't trigger but the change would still be "post approval", right?
Nothing at all should change because the Flow will stop at that point. If you want, post what the Update File Properties step looks like to be sure, but it's not going to do anything unless you tell it to.
-Ed-
If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.
Well, call me stupid but I dont get it.
So. I wish that the changes to this specific metadata would not be considered a change to the document. Or that the metadata would be written before the actual approval.
You can do all of that if you want. Don't feel like you need to use the template exactly as it is. Maybe come at it from a different angle: Try sketching the process out the way you want it, and we can manipulate the Flow to do that.
-Ed-
Hey @edgonzales , thanks for reminding me about my mindset. Instead of being frustrated with what I dont have, or what I think I dont have, go back to look what I do have.
It is evening in Sweden and I will have a fresh look tomorrow and do exactly what you suggested. Ignore the ready made things, look at the individual lego pieces and see what I can build with it.
I still can't make this flow work. So here is my description of what I need.
This is a document library. The library contains documents of a specific content type that have custom columns including documentID, Approver, Valid date etc. These all displayed in the document header inside the document.
When a document is updated it needs to be reviewed and approved before it gets to be the current version.
My plan was this:
Simple, I thought. Creating a flow can be a very humbling experience.
/Mats
Hey @edgonzales!
I cracked it. But it was HARD getting there.
I'm attaching a Snagit PNG of my flow just in case anyone else is wondering how this was done.
First: I did it by selecting a file in my document library and requested to create a flow for it. I selected the template: Request manager proposal for a selected file. Then I removed all the actions except the first one ("For a selected file") and then I built the flow to my liking.
Once I understod that chain of multiple "Set content approval status" I could easily get a working flow.
Thanks for the encouragement.
/Mats
User | Count |
---|---|
88 | |
79 | |
45 | |
29 | |
25 |
User | Count |
---|---|
38 | |
29 | |
26 | |
22 | |
18 |