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flow to save word file into a document library with limited access permissions

We have an Employee Form template in dotx format uploaded to our HR site on Sharepoint Online.

 

We need to create a flow such that

1. User fills up this form.

2. On saving this file saves into "XXX" document library as .docx word file.

3. Only people accessing this .docx word file must be the user and his/her line manager

4. When this file is saved, an email notification to go to the line manager and HR manager notifying of the form response/submission

 

How can I set this up?

1 REPLY 1
Dual Super User III
Dual Super User III

To do this your Flow will need to use an HTTP rest call to break security inheritance on the item and then add only the people who should have access to the document to the permissions. Here's a Blog series on how to set permissions using REST calls in Flow.

https://collab365.community/sharepoint-item-permissions-using-flow-part-1/



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