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SharePoint Action to 'Declare as Record'

As the final step in many processes - especially with in place records - it would be really useful to be able to declare a document as a record in an action.

Status: New
Not applicable
We are waiting for this feature and many clients I speak to require this feature

While you're at it: the actions "Undeclare a record" and "Check if a item is a record" could be great too...

Frequent Visitor

A possible workaround might be a CSOM-powered Azure Function invoked via HTTP. I'm finding that every non-trivial Flow I do has some sort of unsupported action requirement, and Functions work really well for this.

Not applicable

not being able to declare a record via workflow (given that SPF workflows had been disabled for Groups/Teams) this seems to be a must.

We implemented numerous Records Management systems, I am sure ERM is here to stay. Is there an alternative way (that does not require introducing additional infrastructure/technical debt - like Azure Functions) that this can be resolved or should we ask our client community (ie 5k votes that represent 1% of future user base, to click that Vote button)?

We wish a happy implementation to the Engineering team!

All the best,

#recordsmanagement #GDPR #missingbasiccapabilities

New Member

Agreed with DLaskewitz - declare, undeclare, and record status would all be incredibly helpful on the administrative level as well as for reporting/auditing of records.  #missingbasiccapabilities

Regular Visitor

Also agreed with DLaskewitz. This feels like basic functionality that should be available

Advocate I

I could solve the problem creating a separate library with Automatic Declaration (under Record declaration settings) and copying there the documents, so they are automatically set as record. After one and a half year of waiting, I don't think MS is really caring about this issue.

New Member

+1. We have multiple flows and we need it badly. This is the 3rd year running since 2017, someone should pick it and add now. 


Not applicable

How hard can it be, MS?

New Member

Declare/Undeclare a record from a flow - Such a simple requirement. My directors are ready to trash SharePoint and return to our old app.