Forum Discussion
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 ...
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.
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
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!
- I'm bound to, but I'm going to try and work through them first.
One issue FYI is that the SharePoint 'For Selected File' item doesn't appear for me, but 'for selected item' does, so I've used that.
I've also decided to prompt the user to enter a Due Back date manually, as figuring out 'business days' is just too hard!
I'm hoping to get to a finished state where the user (KM Manager) only has to click Send for Review, enter the email of the reviewer, and the Due Back date.
(Fortunately I have a Github account as the last contract I had, I built a doc site using Markdown on Github, but overall my coding skills are rudimentary.)
