Forum Discussion
Quotidian
Sep 11, 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.
Quotidian
Brass Contributor
Solved. After ID eq you have to put single quotes around the string. I am posting this here in case it's useful.
MinhAnhHang
Jul 13, 2023Copper Contributor
Hi Quotidian, Norman,
I hope you can read my message here. Currently, I’m learning how to create a flow that allows me to initiate a review task for reviewers. The document needs to be reviewed is MS word and reviewers can edit the document directly in sharepoint/word. After they finish the review, a report should be generated with all reviewers’ comments.
In this review, initiator can set up periodic reminder to remind reviewers complete the task.
I would really appreciate if you can share your precious experiences related to this topic.
Honestly, I’m not an experienced sharepoint user. Your detailed instruction/response is helpful.
Many thanks
I hope you can read my message here. Currently, I’m learning how to create a flow that allows me to initiate a review task for reviewers. The document needs to be reviewed is MS word and reviewers can edit the document directly in sharepoint/word. After they finish the review, a report should be generated with all reviewers’ comments.
In this review, initiator can set up periodic reminder to remind reviewers complete the task.
I would really appreciate if you can share your precious experiences related to this topic.
Honestly, I’m not an experienced sharepoint user. Your detailed instruction/response is helpful.
Many thanks