Forum Discussion
Quotidian
Sep 10, 2019Brass Contributor
SharePoint - MS Word Content Review Flow - Reality Check
I'm a documentation guy, experienced with Sharepoint, but a total Flow newbie. I'm in a contract in the insurance space, in the KM group. I'm developing a documentation library, the aim of which ...
- Sep 11, 2019
Hi Quotidian,
This is possible using Flow. High-level steps include:
- Add "Status" (Choice), "Sent For Review" (Date and time), "Due Back" (Date) and Flow (String) columns to the Document Library.
- Create a new Flow using the SharePoint "For a selected file" trigger. Point it to your site and document library. "Add an input" for Email.
- Initialize a string variable and set it to "FileId"
- Add "Get files (properties only)" action. Point it to your site and document library. Add "Filter Query": ID eq variable from previous step.
- Add "Update file properties" action. Point it to your site and document library. Set "Status Value". Set "Sent For Review" to expression utcNow('yyyy-MM-dd'). Set "Due Back" to expression addDays(utcnow('yyyy-MM-dd'), 5) - you'll have to figure out the business days requirement.
- Add "Send an email" action. Set "To" to "Email" from "For a selected file".
- Format the "Flow" column in the document library using this JSON code - https://github.com/SharePoint/sp-dev-list-formatting/tree/master/column-samples/generic-start-flow. Make sure you get the Flow ID correct.
At the end of it you get a button within the document library that will trigger the Flow and direct the email to the reviewer.
I hope this helps.
Norm
- Add "Status" (Choice), "Sent For Review" (Date and time), "Due Back" (Date) and Flow (String) columns to the Document Library.
Norman Young
Sep 11, 2019MVP
Hi Quotidian,
This is possible using Flow. High-level steps include:
- Add "Status" (Choice), "Sent For Review" (Date and time), "Due Back" (Date) and Flow (String) columns to the Document Library.
- Create a new Flow using the SharePoint "For a selected file" trigger. Point it to your site and document library. "Add an input" for Email.
- Initialize a string variable and set it to "FileId"
- Add "Get files (properties only)" action. Point it to your site and document library. Add "Filter Query": ID eq variable from previous step.
- Add "Update file properties" action. Point it to your site and document library. Set "Status Value". Set "Sent For Review" to expression utcNow('yyyy-MM-dd'). Set "Due Back" to expression addDays(utcnow('yyyy-MM-dd'), 5) - you'll have to figure out the business days requirement.
- Add "Send an email" action. Set "To" to "Email" from "For a selected file".
- Format the "Flow" column in the document library using this JSON code - https://github.com/SharePoint/sp-dev-list-formatting/tree/master/column-samples/generic-start-flow. Make sure you get the Flow ID correct.
At the end of it you get a button within the document library that will trigger the Flow and direct the email to the reviewer.
I hope this helps.
Norm
Quotidian
Sep 11, 2019Brass Contributor
Hi Norm - absolutely great - I was trying to put something together but I never would have been able to come up with this. Thanks a million!