Forum Discussion
Send a document for review Part 2
- 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
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
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 27, 2019Brass Contributor
The issue is, our unit manager doesn't want to grant access to the site/library. We're using the Link Sharing feature to send the link out, and the reviewer can open, review and save the document without having to interact with the library at all. So I'm trying to work out how to flag the file as 'review completed' by having some remote action that the reviewer performs updating the file properties. 'Spooky action at a distance'.
- Norman YoungSep 27, 2019MVP
What you are saying makes sense. I'm not sure how, or if, you can trigger a Flow from a link in an email. Need to think about it. Hopefully, someone else can assist in the meantime.
Norm