I am new to building flows (using Power Automate) and slightly familiar with Sharepoint but I do know combining these two could be a great tool for my company. I have spent many hours researching this topic and nothing seems to check all of the boxes I'm looking for.
Our company has bank reconciliations that need to be signed off on/approved by our CFO every month. A coworker and I place the PDF files in our Sharepoint bank reconciliations document library each month and use the built in "Request sign-off" feature to automate this small piece of the process through the Approvals app. I am looking to build a flow that once our CFO approves the reconciliation, and the sign-off status column changes from "Pending" to "Approved", for it to automatically file in the appropriate fiscal year folder. The reason I indicated various folders based on values in multiple columns is because I'm looking for only certain conditions to be met to warrant a move to the correct folder for years to come. So, for 2024 for example, any file that has periodreporttype = Reconciliation, fiscalyear = 2024 and sign-off status = Approved to move to the FY24 folder once the sign-off status is equal to Approved. I'd like to set this up so the process can continue going forward to 2025, 2026, etc.
Below is a copy of the current layout of our document library to aid the process. I've also provided a snip of the automated sign-off process within Sharepoint. Any help would be greatly appreciated.


Report
All responses (
Answers (