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mchamberland
New Member

Updating Quick Parts in Word without losing approval status in Sharepoint

Hi all,

 

I'm using Office 365. I have a Sharepoint document library with content approval and major/minor versioning turned on. I have successfully created a Power Automate workflow that starts and waits for an approval, then updates columns that store the approval status and version (built-in columns in Sharepoint) and approver's name, comments, and approval date in custom columns.

 

I'm now wondering if it would be possible to include the approval status, version number, approver's name, and approval date in my Word document using Quick Parts, without losing the approval status?

 

I have already added all of those fields as Quick Parts in my Word document and they all populate properly.

 

However, when I open the document after it has been approved, the Quick Parts update... which causes the document to lose its approval in Sharepoint, move to draft status, and increase its minor version number.

 

Is there any way around this? How can I have the Quick Parts updated to the correct values before stamping the final approval on the document, so that the content does not change the first time the document is opened after approving it?

 

Any help is greatly appreciated!

2 REPLIES 2
JohanF
Frequent Visitor

Hi!

Did you solve this?

I have the same problem.

 

I did solve it... but I don't remember how exactly!

 

I think the key was to use the Word Online connector to convert the document to PDF. This forced the Quick Parts fields to update and the next time I opened the Word document (in the desktop application), the Quick Parts were updated and I didn't lose approval.

 

I think that's how I solved it... If you have access to that Word Connector, give it a shot.

 

Also, feel free to email me at marc.chamberland_AT_uvmhealth.org and I can share more details about my flows. I'll be away on vacation until next Wednesday, but I'll get back to you once I'm back and caught up to other stuff.

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