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Quotidian's avatar
Quotidian
Brass Contributor
Sep 11, 2019

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 ...
  • Norman Young's avatar
    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

     

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