I need to create a document library where we can store our controlled documents with the following additional columns like Fiscal Year, Team, Document Type and Sequence Number.
The fields except for the Sequence Number field will be manually filled up by the user however I want the Sequence Number field to be automatically filled up so the user won't have to look at the current contents of the library to determine what should be the sequence number of the file. This Sequence number cannot be based on the ID field because the number will depend on the other fields I mentioned earlier. For example, there could be many documents that has the same sequence number, 001 for example, because they are the first one from a specific combination of Fiscal Year, Team and Document Type. See example below:
I was able to automate the sequence number field using a flow that triggers when a document is created/uploaded however this won't work for a library that requires check-in/out because the flow can't edit a checked out item (at least as far as I know).
How can I implement this? Are there other means aside from Flow? PS: Workflows are currently not an option.
Hi @ PetersonBriones,
What is the specific combination rule of Fiscal Year, Team and Document Type for the “sequence number” column in sharepoint library?
I have made a test on my side, the flow could edit a checked out item in sharepoint library.
I have created a sharepoint library with an checked out item as screenshots below:
A flow to update the checked out item in sharepoint library as screenshots below:
The flow would run successfully as below:
And the checked out item would be updated as below:
Thanks for your reply.
Was this document checked out to you? If so, then the flow should work. However, the problem would be when the document was created and checked out by another user because the credentials used by the flow are mine (flow creator) and not his/hers.
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