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AshesAsks
Level: Powered On

Need help building a simple document acknowledgement flow

Dear Community,

 

This is my first post, so be nice 😊

 

I am struggling with what is probably a simple flow, but, I have no idea on how to set it up in Sharepoint, detailed instructions would be appreciated.

 

We use Office365 and Sharepoint 365

 

I am trying to build a system whereby our staff (all on AD) are presented (via email) with links to documents placed on sharepoint, they then need to click on a button in the notification email acknowledging that they have read and understood the document.

 

Ideally, once a document is ready and submitted to the relevant share point folder, the person submitting the document is prompted to specify the users (or users groups) that it is sent to.

 

I would like the system to keep track of what document was read, by whom, and when.

 

Sounds simple, but I am no programmer not do I have any sharepoint experience.

 

Thanks in advance!!

2 ACCEPTED SOLUTIONS

Accepted Solutions
v-lin-msft
Level 10

Re: Need help building a simple document acknowledgement flow

Hi @AshesAsks,

Based on your requirements I have a workaround for your scenario, you can refer to it and create your flow:

Step1: Create a list in your share named ADUserReadList or other you like, to store the data of user read document.Annotation 2019-06-27 130201.png

Step2: Create a flow triggered when a file is created or modified in a SharePoint folder.

Step3: Create an action named Create sharing link for a file or folder to convert the file just upload into a link can be shared with your member of the organization.

Step4: Get group members of AD by adding the Azure AD connector, and please input the correct Group ID.

Annotation 2019-06-27 125902.png

Step5: Add action Start and wait for an approval (V2) and Create a button "Read and understood the document". Besides, you need to put the Sharing link and Group Member Mail in the corresponding position.

Step6: Create item if a user click the button in the precious SharePoint list.

Annotation 2019-06-27 125934.png

Please have a try, hopes it can help you.

 

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.

 

View solution in original post

v-lin-msft
Level 10

Re: Need help building a simple document acknowledgement flow

Hi @AshesAsks,

Annotation 2019-06-28 094250.png

Please have a try, hopes it can help you.

 

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.

View solution in original post

3 REPLIES 3
v-lin-msft
Level 10

Re: Need help building a simple document acknowledgement flow

Hi @AshesAsks,

Based on your requirements I have a workaround for your scenario, you can refer to it and create your flow:

Step1: Create a list in your share named ADUserReadList or other you like, to store the data of user read document.Annotation 2019-06-27 130201.png

Step2: Create a flow triggered when a file is created or modified in a SharePoint folder.

Step3: Create an action named Create sharing link for a file or folder to convert the file just upload into a link can be shared with your member of the organization.

Step4: Get group members of AD by adding the Azure AD connector, and please input the correct Group ID.

Annotation 2019-06-27 125902.png

Step5: Add action Start and wait for an approval (V2) and Create a button "Read and understood the document". Besides, you need to put the Sharing link and Group Member Mail in the corresponding position.

Step6: Create item if a user click the button in the precious SharePoint list.

Annotation 2019-06-27 125934.png

Please have a try, hopes it can help you.

 

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.

 

View solution in original post

AshesAsks
Level: Powered On

Re: Need help building a simple document acknowledgement flow

Hi Lin Tu,

 

can you please provide screenshots of what this would look like.

 

Thanks so much.

v-lin-msft
Level 10

Re: Need help building a simple document acknowledgement flow

Hi @AshesAsks,

Annotation 2019-06-28 094250.png

Please have a try, hopes it can help you.

 

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.

View solution in original post

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