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
Sep 13, 2019Brass Contributor
Hi 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.
"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.
Quotidian
Sep 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.
- 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