Lists
14 TopicsIntroducing "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.Configuring approvals for lists and libraries
We are adding a new menu item under the Flow menu that will let customers configure the type of approvals they would like to use in their lists and libraries (Request sign-off, or Content approval), or turn approvals off altogether. We have added this feature based on the feedback that we received for the rollout of the Request sign-off feature, where some customers preferred to use the Content approval feature which changes the visibility of the current item based on the approval status, and there are fixed approvers for a given list or library, or other customers had other custom flows configured for their list or library, and did not want to have Request sign-off to become a source of confusion for their users. To make changes, as site owner, you will be able click on Flow->Configure flows in the command bar of your list or library: Then in the panel that appears, pick the approval method that you'd like, or turn approvals off altogether: The new configuration panel will become available for our Targeted Release customers in early September, and then go to the rest of our customers. We expect to complete the rollout by September 19. Please continue to keep the feedback for our features coming, and tell us how we can make SharePoint work better for you.Set values for Managed Metadata (aka Taxonomy) columns in PowerApps and Flow! (First Release)
Hi everyone, As of today, you will be able to set the values of your managed metadata columns (sometimes also called taxonomy columns) in PowerApps (for both multi-value and single value) and in Flow (single value for now, but multi-value coming soon...) Here's a sample multi-value taxonomy column that was tied to a termset for languages. We are not fully all the way there: the default values are not yet showing up if they are set, and we don't yet let you disambiguate between different paths while you are typing, but we think this is a great net new add for our customers who love and use the managed metadata columns. Please give it a try, and let us know your feedback. In your First Release tenant, you can create a new app, or custom forms, or go to an existing app and refresh the schema to get the new columns. We expect to start rolling out to Production in the last week of November if we don't hit any blocking issues.Set choice, people, lookup and content type fields in Flow!
Hey everyone, We just finished rolling out the feature to Microsoft Flow that lets you set choice, people and lookup fields, as well as content type for the item. Please read about the details, and a couple of known issues that we are working on, as well as some of the upcoming features in this post on the Flow Blog, and let us know what you think: https://flow.microsoft.com/en-us/blog/setting-sharepoint-s-person-choice-and-lookup-fieldsFlow Launch Panel now available for everyone!
As we had indicated in a message center post, and in our earlier blog post about how SharePoint can help you transform your business processes, we have been gradually rolling out the Flow Launch Panel feature, and as of Monday, the roll out has been completed. Flow Launch Panel allows you to pass in parameters to flows when starting them, and also lets you run flows as a user different from the creator of the Flow thanks to the "Manage run-only users" section in the Flow management screen. See this blog post from the Flow team for details.