Forum Discussion
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 learned a lot from implementing it.
I've now been asked for some enhancements for this process.
Flow would still be triggered by clicking on Send for Review link. The sending user would be prompted to (1) enter the reviewer email and then (2) enter a Date Due. I can't figure out how to "prompt" the user to enter a value such as Date Due.
The reviewer would be instructed in the email to review the document, make comments etc using the normal MS Word tools. But it would be great if the reviewer could then signify 'reviewing finished'. I'm guessing that this could be done via the Approve button (i.e. user finishes review then clicks Approve.)
Also would like to be able to send a reminder email to reviewer 2 days after Date Sent for Review.
I think that this will require the Content Approval function to be switched on in the library - I had been trying to avoid that but it might be necessary for this flow.
Any input or guidance appreciated!
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,
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
thanks again for the help, I have it working now!
SinhaKislay - thanks, I think that will help but need to work out how to integrate it with the overall process.
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.
