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Anonymous
Not applicable

Manually trigger a document approval flow

We are generating maintenance procedures and all documents are stored in the one Document Library.  Each document has a seven step approval process, after each is approved the Word Document Status site column is updated.  I don't want to trigger approval every time a document is modified, I want the user to determine exactly when the document is ready for the next review.

How can I manually trigger an approval workflow on a document in a SharePoint document library?

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Resolver I
Resolver I

@Anonymous, you might need to create multiple flows for each approval process and ask the user to start these flows once the document is ready for next process. You need to "For Selected item" to perform the manual start. 

 

Another option is, you can also do all approvals process in single workflow with conditions using status and once it is Approved at a certain level then you can terminate that current instance of the workflow and update the status as per approver action. Every time users start a new instance, it will check the status and execute only that section of the flow. 

 

 

 

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Kudo Kingpin
Kudo Kingpin

How did you get on building your flow?

 

I have the exact same business scenario and looking at different options to help get this to work - going to explore moving documents from folders which help map out where they are in the process and to use as a trigger with data pointing back to a SP list to track overall status. So would be good to see what you ended up with and how successful it was in meeting your business objective. 

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