Forum Discussion
Quotidian
Sep 24, 2019Brass Contributor
Send a document for review Part 2
A couple of weeks ago I posted a question about setting up a flow where you entered a user email and it sent a link to a SharePoint user asking him/her to review the document. It worked fine and I le...
- Sep 24, 2019
Hi Quotidian,
You can add an "Due Date" input to "For selected file" action. See image below.
Use "Due Date" value from the action to populate the "DueBack" column.
The user experience will look like this:
I hope this helps.
Norm
Quotidian
Sep 25, 2019Brass Contributor
SinhaKislay - thanks, I think that will help but need to work out how to integrate it with the overall process.
Quotidian
Sep 25, 2019Brass Contributor
One more point - I notice if I turn on 'require content approval' for the library in which this Flow is running, then in addition to the email sent by the Flow, another email is automatically generated that looks like this:
but clicking on Approve doesn't feedback to the Approval Status field. I think this is something to do with the site settings, not anything I can control through Flow.
- Norman YoungSep 25, 2019MVP
Hi Quotidian,
I don't believe the two are connected. Approval Status field seems to populated by the Flow and not the 'require content approval' library setting.
I would be inclined to turn off 'require content approval'.
I hope this helps.
Norm
- QuotidianSep 26, 2019Brass Contributor
Now I realize that I had set that random-looking approval request flow myself. I had been fiddling around with another flow and then forgot that I'd set it.
Anyway, the final step in the flow I'm trying to get to is that the Reviewer can signify 'finished reviewing'. Reviewer can open the document, make changes and comments and save it over a period of several days, but it would be great for them to be able to say 'completed' when they're done. I'm thinking, maybe I could create a link to an action and send that link out with the cover email, so the last line in the email would say 'when done, click this link'.
Would that work?
- Norman YoungSep 27, 2019MVP
Hi Quotidian,
There are many options and approaches. If it were me, I would simply add a "Status" column (choice) and show the users how to update it. With the Due Date and Status columns would could create reminder Flows and JSON column formatting to highlight overdue columns etc.
I hope this helps and I hope you share your final solution. It sounds interesting.
Norm
- QuotidianSep 25, 2019Brass Contributor
Norman Young - agree, 'content approval' seems more hassle than it's worth. I'm trying to achieve a similar outcome using status flags and filtering.