Forum Discussion
MicrosoftIntroducing "Request sign-off" - an approval flow that requires no set up
We are happy to announce a new feature in SharePoint called "Request sign-off". The goal is to provide you an easy way to send an item for approval to someone else. This feature enables an open approval process that allows you to easily record whether or not a document or list item was approved or not. There is no setup required.
Request sign-off makes use of SharePoint's integration with Microsoft Flow. You can use it by selecting a file or list item (but not a folder), and then pulling down the Flow menu in the modern library or list UI, and selecting "Request sign-off". This flow will appear alongside any other custom flow that you or others may have added to the library.
Once it is invoked, Request sign-off will create a new text column in your library called "Sign-off status". This column will record the state of your request. It works just like any other text column, you can sort, filter or group by it to organize your library.
On invocation, this will tell you that it will send an approval request on your behalf, and ask your consent. Once this is provided, you can pick one or more approvers, and write a message to them for your approval request. If you add more than one approver, any one of them can approve your request:
The person you sent the approval to will receive an approval request. This will be an actionable message on clients that support it (meaning you can approve it directly from within Outlook). The approver can also provide some comments along with their decision. There will also be a link included that lets the approver view the item in question:
The sign-off status column is then updated with the decision, and the person who sent the approval request will receive an email with the comments:
By saving you the trouble of setting up a flow and creating a new column to track status, we hope that this feature will make it easy to add a lightweight approval process to your libraries and lists.
We expect this feature to start rolling out to our customers in targeted release (previously called first release) after April 9. Barring any issues we will continue to roll it out to the rest of our customers in two phases late April and early May.
228 Replies
- That's great! Now how about something similar for escalating items in a Task/Issues list? I built my own, but something like that should be OOB and look very similar to the Sign-off flow
- Kerem Yuceturk
Hi Judi Stewart, thank you for the great feedback. We have some future plans to make lists better, but no timelines to share yet. Hopefully the flow you have built works well for your scenario. Hope you share it with others too so they can use it.
Hi Kerem,
This feature has recently appeared in my customers tenant and they are keen to include this in their SharePoint Roll Out. However we have found that the Sign Off Column does not update if the document was Created/Edited in the Browser. Is this some sort of file locking issue?
It works fine if your upload a document and then start the flow.
Any thoughts on this would be appreciated.
Peter
- Kerem Yuceturk
Hi Peter Baddeley, when a file is open, it is locked by the Office client (like Word, PowerPoint, etc.) or Office Online. Request sign-off will try to update the status of the file, and if it fails it will keep retrying at increasingly longer intervals up to two days to see if the file is unlocked. If you start it with the file open, the approval message should still go out even if the status is not set to "Pending", and once the file is closed within two days it should update to the Approved/Rejected state.
This lock out of the file seems to be causing some issues for our team. It doesn't ever seem to come back and complete the Approval. There seems to be a 10mins window (or something like that) where the file is locked out. We have ones sitting for weeks now at "pending" and has never changed.
Any ideas how to move this to Approved? as you can't mange the flow, re-submit etc
This one looks very interesting!
Hi Kerem, there're a couple of dilemmas we face with Flow approvals in general and "Request sign-off" in particular:
1. Approver actions are recorded in SPO Version History under the name of Requester, so there's no way in SharePoint to see who approved the item. It actually looks like Requester had approved it him(her)self. ( Audit red flag )
2. There's no direct link between SPO List/Library and Flow execution - would be nice to have a context menu with "Sign-off History"
- Kerem Yuceturk
Hi Konstantin Kazantsev, thank you for this valid feedback.
Request sign-off is basically automating the steps of the current user setting up columns manually, and recording approval status in those places. You are correct that ideally, it would record the update with the name of the approver, but that's not possible with Flow approvals yet. We hope we get to that capability in the future.
For your second request, we do hope to add that history in a panel in a future release.
Kerem Yuceturk Regarding this comment - You are correct that ideally, it would record the update with the name of the approver, but that's not possible with Flow approvals yet. - have any improvements been made yet to be able to see who approved the document?
Thank you for the update!
Is there any way to show approver's name in the list and lock the approved status for editing?
If not, do you have plans to support it in future?
- Kerem Yuceturk
Hi Nikita Skitsko, I think the best way to do this would be to use the Content Approval feature. We do have some plans to bring this to lists and libraries integrated with Flow, but even today, you should be able to set this up manually. Request sign-off is a little simpler than that.
Hi there! We haven't seen this feature come up yet on our site. Is there a way to update or get it sooner?
- Kerem Yuceturk
Hi Hillary Barter, and everyone who is following this feature.
This is now available for half of all tenants that can see the Flow button! Our goal is to make it available for everyone that can see the Flow button by next week.
We are working on the following features in the meanwhile that are related:
- Enabling this to work for guest users. Expected by end of the summer.
- Making sure Request sign-off works well for libraries that require check out. At the moment please make sure the file is checked out to the user that is requesting the sign-off.
- Managing flows associated with a library easily. Expected by the end of the summer.
- Kerem Yuceturk
All of our users who can see the Flow button should now have this feature!
Any update as to when this roll-out will be complete? Waiting patiently for this feature in our tenant.
- Kerem Yuceturk
Justin Miller, thank you for your patience! We are hoping to start rolling out to production customers over the next two-three weeks.
Does this work if we "Request sign-off" from an External User / Guest? Will they have the same experience as a member of our organization?
- It doesn't seem to work with External Users - when my recipient clicks the Approve button (after finding the email in his junk folder) he gets a 404 error. Anyone know if it is supposed to work for External Users?
- Kerem Yuceturk
Jim Duncan, Jim Duncan, Flow team is working on adding support for external users, but at the moment it does not work. Unfortunately, we don't have an estimate on when it will be available.
- Will there be an option to auto approve major versions?
- Kerem Yuceturk
Hi Aegir Brands, that is not part of this feature. However, I believe you should be able to build your own Flow using the new "Send an HTTP Request to SharePoint" action to check the versions, and then use the "Set Content Approval Status" action to set the item to approved.
Should the flow work for users with "Contribute" permissions? I'm facing issues where users are presented with an error message stating that the users is missing access.
Seems like it's working if I change the users permission to "Edit".
- Kerem Yuceturk
Hi Frank Hessen, at the moment it requires "edit" permission to be able to add the "Sign-off status" column when the buttons is first clicked. We will work on making this part of the set up, so that users with contribute permissions can use it as well in the coming months.
- My users have 'edit' permission and it still doesn't work. For one user there was a box about sharepoint permission issues but nothing to click or otherwise update. For another user, I had to go to flow.microsoft.com and click 'my flows' to assign correct permissions to sharepoint for them. Both of these users had full edit rights on the document library prior to starting the flow and the document wasn't checked out to anyone. Seems that there are still some permissions issues to be solved. Users shouldn't have to know about 'flow.microsoft.com' in order to use this.
- Kerem Yuceturk
Hi Craig Debbo, that is unexpected that users with "Edit" permissions have issues. Could you send me the details via private message and I can try to debug the issue?
