Forum Discussion
Introducing "Request sign-off" - an approval flow that requires no set up
Dan Wright wrote:Do you know if it is possible to create a column to display who has signed off the specific document?
Thanks
With this existing Flow it would have to be a manual input by someone. You wouldn't be able to modify the Flow, but could create a new custom Flow with approval just like it and then add an update item step with the approval data in a separate column. This is pretty simple to do, like this example of an Approval History column, and there are a number of walk-through steps in this community and blogs and YouTube videos.
Jer Harwood could you point me in the right direction for an Approval History Column example? I'm struggling how to get this column updated. What is the full flow to update a List item upon List item approval (not document).
Thanks,
Dan
- Jer HarwoodApr 12, 2019Brass Contributor
Dan Foxley wrote:Jer Harwood could you point me in the right direction for an Approval History Column example? I'm struggling how to get this column updated. What is the full flow to update a List item upon List item approval (not document).
Thanks,
Dan
This is not directly relevant to the topic, but it's a simple answer... so... You just need a multiline text column in your SharePoint list to write the approval history to. Here's an example showing where we are updating a Status column (single line text) and Approval History column on the SharePoint list with the approval results. If you look up creating an approval Flow many have documented the steps shown here for converting the time zone to put in a response or value in a SP column like this. Utilize custom content types to hide those columns from the user SharePoint form.
- Dan FoxleyApr 12, 2019Copper Contributor
Jer Harwood Thanks for the reply. To push on your graces. I'm not clear on what would come before the "Start An Approval" in the Flow screenshot you show.
I'm using the pre-built "Request Sign-off" (for a list item). If I need to NOT use the pre-build "Request Sign-off" for this to work, OK.
Thanks for your help.
Dan
- Jer HarwoodApr 12, 2019Brass Contributor
Dan Foxley - Okay, thanks for the clarification. There's no way currently, that I'm aware of, to modify the built-in "Request Sign-off" Flow, even though that's what the support engineer indicated for a workaround if it is broken like reported in this thread. The screenshot was from a custom created Flow "for a selected item" on the SharePoint list which will show the custom Flow as an option for the user from the Flow menu once you've published it appropriately.
Go to the https://us.flow.microsoft.com/en-us/templates/ and use something like the Request Manager Approval for the selected item as a starting point. You can remove the manager aspect of it and modify for your needs. Any templates with "for selected item" are Flows that the user would trigger from the Flow menu vs having it automatically start from list item creation or modification.