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.
Norman Young
MVP
I'm signing off for the night but will check back in tomorrow.
You're not seeing the FileId because you need the "For a selected file" trigger. I believe you get that option when you create a new Flow with the "Instant" option.
More to follow tomorrow.
Norm
You're not seeing the FileId because you need the "For a selected file" trigger. I believe you get that option when you create a new Flow with the "Instant" option.
More to follow tomorrow.
Norm
Quotidian
Sep 12, 2019Brass Contributor
>I believe you get that option when you create a new Flow with the "Instant" option.
So you do! There's a trap for new players. Trying again.
- MinhAnhHangJul 13, 2023Copper ContributorHi 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 - QuotidianSep 13, 2019Brass Contributor
Solved. After ID eq you have to put single quotes around the string. I am posting this here in case it's useful.
- QuotidianSep 13, 2019Brass ContributorHi Norm - one problem I'm now encountering is this:
"status": 400,
"message": "The expression \"ID eq\" is not valid.\
This is strange because when I first entered that string yesterday it seemed to fix the problem I was encountering. But this morning it's failing with that message. - QuotidianSep 12, 2019Brass Contributor
Yes indeed. There are other things I now need to learn to do, but this was an invaluable tutorial!
- Norman YoungSep 12, 2019MVP
Quotidian glad to hear it! Are you good to go?
- QuotidianSep 12, 2019Brass Contributor
Got it working. I had omitted the characters 'ID eq' in the Filter Query which was causing it to fail but it is now running.