cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Approval flow for publishing major version in Sharepoint online Document Library

Situation:

  • SharePoint online document library used for document management system (engineering firm), with Major/Minor Versions enabled, Check-In, Check-Out, and Content Approval
  • Want to create a Power Automate Approval Flow that triggers when someone tries to publish a Major Version of an existing document (ie. status of document changes to Pending from Draft)
  • This is standard functionality required of any document management system, and appears to be doable using legacy Sharepoint Workflows (SharePoint Designer based? sunsetted eventually?), but there doesn't appear to be a straighforward solution for this with Power Automate, which seems to only allow Approval Flows on a manual trigger, or when a new document is created.

 

Question:

  • Is there a straightforward Power Automate Flow template for automated approval of publishing/approving Major Versions in a SharePoint Online document library?
  • If not, is this coming?

 

 

9 REPLIES 9
ChristianAbata
Most Valuable Professional
Most Valuable Professional

Hi @o365_4ccsbizgro  unfortunally the answers are no and no.

But you can try developing by javascript someting in sharepoint.



Did I answer your question? Please consider to Mark
my post as a solution! to guide others :winking_face:

Proud to be a Flownaut!


If you want you can follow me:
Youtube: Christian Abata
Facebook: Power Automate LA
Power Automate examples: Power Automate examples
DeepakS
Most Valuable Professional
Most Valuable Professional

Hi @o365_4ccsbizgro ,

 

You should add an extra steps to Approval Power Automate to check if the current version is Major or not, here is an example:

Version.png

 

——————————————————
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Hello @DeepakS ,

 

Thank you for providing a screen shot on how to build the flow for documents with Minor or Major Versions

I've built the flow, but I don't get an email to approve when the document is published to a Major Version, it shows the condition input as False

This is my workflow:

Annotation 2020-09-10 110402.png

 

Expression = split(triggerBody()?['{VersionNumber}'],'.')[1]

 

Results:

1Annotation 2020-09-10 110402.png

 

Please can you help where I have gone wrong?

Thank you in advance,

Claire

 

 

 

Hello @DeepakS ,

 

I've managed to resolve my issue,

I changed the expression and used Dynamic content - version number ends with .0 and the flow runs successfully, I have tested this also using a minor version and the workflow did not issue the approval request.

Screenshot 2020-09-11 105639.png

 

@o365_4ccsbizgro , I am not sure if you found a way to send a workflow against a major version, I had the same query and I did mine this way. Hope this helps?

 

Kind regards

Claire

Hi @ClaireAllen,

 

The trouble that I'm having with this is that the flow sees my document as having a minor version until after approval.

 

How did you manage to get it to see a major version before the approval stage?

 

Thanks,

Ian.

Hello @smittie ,

 

I added a condition before the approval process

Dynamic Content (Version) ends with .0, if it has the .0 then it send the email for approval

Screenshot 2020-10-30 084123.png

 

Hope that helps?

Regards
Claire

Thanks Claire,

 

I can't seem to get that working. If I put the condition before the approval process then my file is seen as still being a minor version. It is only after approval that the version gets updated to a major but the whole point is to only send the approval if the version is major. I must be doing something different I guess.

 

What I have got working is checking to see if the Content approval status is equal to Pending:

smittie_0-1604049664472.png

 

Thanks,

Ian.

Hello @smittie 

The condition that you have entered, is the content field a choice column?

I had an issue with another workflow where the field was a choice and I had to select the dynamic as the value option, so in your case

Content Value?

 

Is the document being published before the approval process starts? mine will only trigger if the document is Published to a major version, if it's a minor version the workflow does not do anything, as I only want approval on major versions

So my condition was dynamic content 'Version ends with .0

 

In the original post by @DeepakS , they added a condition before the approval process to check if the version was a major or minor

Screenshot 2020-10-30 115126.png

If you can provide a full screen shot of your flow, we can take a look to see what the workflow is doing step by step to try to help further if required.

Kind regards

Claire

 

Hi Claire,

 

I have my flow working by checking for the approval status as below:

smittie_0-1604079120371.png

When you have approval set and check a file in as a major version the file version remains as a minor version until after approval. All of these conditions checks are done before approval and that is why I don't understand how checking for version can work.

 

On check-in the status changes to pending, so this is a surefire way of making sure that you are working with a version that will be major after approval.

 

Thanks,

Ian.

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (2,494)