Forum Discussion
RichPepp
Sep 26, 2019Copper Contributor
Locking a file for approval
My apologies for asking this here, I've been searching for a long time to resolve this and I'm sure I'm missing a trick somewhere. What I want to do is to create a document approval flow whereby the...
- Sep 27, 2019
Hi RichPepp,
My initial thought was to add "Check-out" and "Discard Check-out" Actions to an existing approval Flow template but that didn't workout because the "Eid" field (used when setting the Content Approval Status) changed from "Check-Out" and "Discard Check-out" actions.
If you turn off Content Approval and use a custom Flow you can achieve most of what you outline. When a file is added it triggers the Flow and "Checks out" the file. I added a site column called Status.
Once approved the Status is set to "Approved" and the "Check out" is discarded.
If rejected, the Status is set accordingly and the "Check out" is discarded.
Here is the Flow I used:
It's important to note that the file version will increase with each action against the file (i.e. Status column changes). Not sure if that is a show stopper.
I hope this helps.
Norm
Norman Young
Sep 27, 2019MVP
Hi RichPepp,
Use a variable to store the "FileId" and then "Get files" to get the related metadata. An snippet from a like Flow listed below.
I hope this helps.
Norm
RichPepp
Sep 27, 2019Copper Contributor
Hi Norman Young
That's quite a clever way of doing it, I'll give it a shot. I had tried GetFiles but had got stuck on the filtering. I'll see if your trick helps