Introducing "Request sign-off" - an approval flow that requires no set up

Chakkaradeep (Chaks) Chinnakonda Chandran - Welcome back to the conversation. It will be great if you can pass on the progress. I'm getting some from my support engineer as you can see I've pasted in this thread to help others out. I was just asked again on Friday to try again and it still doesn't work on a library where it was broken previously. That said I have some interesting observations after more testing. Using content types on a list and library have adverse effects.

The library where this still fails is using a custom content type and the Sign-off status column never updates at all - it remains blank - with the email of the approval result being sent and the previously mentioned "file is locked" message. 

A list using content types works but the Sign-off status column never is updated to Pending when the Flow is triggered. It does update to the approval result, however.

If I create a new list or library the Flow works fine in all aspects. Once I add a custom content type and run the Flow it has the issue and then running on any other item results in the same issue as mentioned above.

I've relayed this to the support engineer working my case.

On a side note, the same Flow run from OneDrive has a nice enhancement with an email sent to the initiator to confirm the Flow is running with details of who they sent to approval, a link to the document and a link to check the status (Flow site).

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Jer Harwood wrote:

Just to note, Chakkaradeep (Chaks) Chinnakonda Chandran said he took over for Kerem Yuceturk on page 3 of this thread. However, we haven't heard much out of Chaks since then, nor have I received any updates to my support ticket with Microsoft since the update I posted on 18 March.

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Jer Harwood We are now working on a fix - Once I have updates from my team, I would be more than happy to share the update here :)

Just to note my ticket was not closed yet and I brought up this with the engineer of which he basically said the fix wasn't rolled out completely yet. Here's his response:

Hello Jer Harwood ,

Hope you are doing well !

Since I didn’t get any response from your end. I didn’t closed this service request. I completely understand your concern.

We just got an update from the product team that , the fix to the issue will be rolled out next month , meanwhile we can give you the workaround  to resolve the issue .

After the fix becomes available, the "Update file" step in the request sign off template will be replaced with a new action, "Set sign off status," which can bypass the file lock.

At this point, the user  can either re-create the flow using the template, or go into the existing flow and manually replace the update file action with the new one.

In the meantime, the workaround is to ensure the file is not locked by closing all instances of it. In addition, newly created files are temporarily locked upon creation, so for newly created files the customer may need to wait until the file is unlocked even if it has never been opened.

Please try and let me know  your response.

Regards,

Sai Dinesh

MS Flow and Powerapps Engineer

I have responded to the above asking about the "workaround" as I don't see a way to modify the Flow that's already been activated on lists/libraries nor can I find the Request Sign-off Flow in the Flow templates, which seems silly to use if this is there already.

SLJ13 Robin Nilsson - I wonder if my tests were not on a list/library where I ran it when it was broken as I just reproduced it on a library where I know I had the issue! Like you both reported it seems to work on a list/library where you haven't tried it before. I know the lists/libraries where I am seeing it work have been around much longer than the issue but I don't believe I tried the Flow on them before the MS support engineer requested me to try again. I'm not sure there's full consistency on whether or not the broken Flow was run on the list, but I do see it on at least one library.

I'd suggest you both put in a support ticket if you have access to. I'll be re-opening the one I have to report this.

Jer Harwood Robin Nilsson 

Thank you for the update :-) Unfortunately it still isn't working for me either :-( All my approved flows are still stuck at/showing as "Pending" — nothing's changed. I'm also still getting the following error message after approval "Name signed off on your item. Note that we were not able to update the column in SharePoint because the file was locked by a user." However, when I switched from a Document List to a Document Library it all seems to work fine.

Jer Harwood No minor versioning, these are lists, not libraries. However, I did check both lists for versioning. The list that works is on a communication site and has NO versioning setup. (Only because I forgot to set it up). The non working list is in a team site and has the standard versioning setup. 

Im trying to test if that is the cause. I’ve turned on versioning on the working list. The signoff still works on my list in my comm site with versioning on. 

And yes, same symptom. Approval email comes through saying ‘approved but cannot update ststus because of lock’.

So not sure what that tells me.

List versioning doesn't seem to break it.

List in communication site works, original list in team site doesn't.

Doesn't seem to matter if you do your approval from the forms app on a phone or from the email sent.

Newly created list in team site works. Now that is interesting. Either something is different in creating a new list, or it's the formatting on a column.

Testing formatting a column - that's not it, signoff still works.

So for me, if a list has a broken signoff where the status won't update (due to lock), it won't work every again. Recreate the list, it will most likely work. Which isn't an option obviously.

Robin Nilsson - That is curious. I tested it in a couple site collections before posting as I wanted to make sure it was working in a handful of different scenarios I have tested before with. Do you have major and minor versioning by chance? It doesn't work with that configuration. Is it the same issue, stating the file was locked and not updating the status?

Jer Harwood That's great news! I just tested this so I can close out the planner item I have and it's only half there. A list I created last week - I did a request sign-off for the first time today, so it created the flow and it worked. Great!

Then I tried in on the original list where the lock occurred - failed. I turned off the approval function, and even deleted the sign off column. Reinstated signoff and tried again, and still failed.

I'm not sure if the fix isn't all the way in, or it's something in this list that causes the lock (one column has formatting, where the working list has none). Guess I'll have to leave my test open for another week to see if it gets better.

All - I received an update from the Microsoft support engineer today asking me to test the Request Sign-Off Flow in my environment and I'm glad to say that it is now working again. Why it took over two months to fix is a mystery but at least it's working and hopefully it stays that way so we can confidently share this nice feature with our colleagues, clients and users.

Seems my reply didn't go through, so here goes another attempt to answer a couple questions.

SLJ13 - You can change the status easiest using the Quick Edit option on the list (like Excel) for any items that are showing a Pending status or if you're not going to utilize content approval just delete that column in the library settings. If you're saying using the "Request Sign-Off" Flow results with the items getting stuck at a Pending status, that's the issue we're talking about that started happening in late January.

Colm Counihan - I should have said using the default major versioning was fine prior to late January. There's no connection to libraries having versioning turned on as I've been using what is now the default major versioning for years and all modern libraries have defaulted that way for at least a couple years, where this feature is available.

Just to note, Chakkaradeep (Chaks) Chinnakonda Chandran said he took over for Kerem Yuceturk on page 3 of this thread. However, we haven't heard much out of Chaks since then, nor have I received any updates to my support ticket with Microsoft since the update I posted on 18 March.

Judi Stewart Jer Harwood Kerem Yuceturk 

You're right (and thank you for letting me know as I didn't realise) that Versioning and "Request Sign Off" are somehow inter-linked.

Therefore, I went into the Versioning settings in my document list and when "Require Content Approval" is turned on (set to Yes), the option of "Request Sign Off" disappears completely from the Flow options drop-down list!

However, when it is set to No (default), all my approvals get stuck at "Pending".

If anyone has any other ideas or workarounds, I would really appreciate it/like to hear them :-)

Jer Harwood 

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Jer Harwood wrote:

Judi Stewart - Yes, this doesn't work using major and minor versioning for the reason you stated, nor in conjunction with Content Approval. Using the default major versioning is fine.

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Still not working on my tenant. tested it again today.

@judi Stewart may have hit on the reason why it was working and now it is not.  i.e. versioning. It is impossible to NOT have versioning on a modern document library in SharePoint Online. 

I understand that the ability to disable versioning on a SharePoint Online document library was removed at some point back in 2018 ( there is someone complaining about it over here https://techcommunity.microsoft.com/t5/SharePoint/Versioning-update-to-Document-Libraries-in-team-sites-in/td-p/194211

Funny thing is .. I actually don't have a business requirement for this "request sign off" Flow. however, if its something that is so easy to enable but doesn't work end to end I'm puzzled as to why it's still there and also being (half) presented in demos. The demos never show what happens when the approver approves it (possibly because the presenter and the audience think the hard part is done of course the rest of it works). 

Judi Stewart - Yes, this doesn't work using major and minor versioning for the reason you stated, nor in conjunction with Content Approval. Using the default major versioning is fine.