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Power Automate - Using Flows
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Approval Flow fails if document is open

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We have several use cases where a document needs to go through several approvers in a sequential path.  Each approver may need to update the document.  The problem is that if the document is open still after approver 1 has completed the approval action, the flow fails instead of moving forward to the next approver.

  • Pstork1 Profile Picture
    65,906 Most Valuable Professional on at
    Re: Approval Flow fails if document is open

    Then your only choice is to redesign the flow into multiple flows and make sure that people close the document between each flow.  There is no way to force approval to work with an open document.

  • Community Power Platform Member Profile Picture
    on at
    Re: Approval Flow fails if document is open

    Unfortunately this is not the case.  I have tested using Word Online and get the same failure in flow

  • Community Power Platform Member Profile Picture
    on at
    Re: Approval Flow fails if document is open

    Unfortunately this is not the case.  I have tested using Word Online and get the same failure in flow

  • Pstork1 Profile Picture
    65,906 Most Valuable Professional on at
    Re: Approval Flow fails if document is open

    Then Option 2 is your only choice.  If they make the changes using Word Online it shouldn't prevent the approval from proceeding.

  • Community Power Platform Member Profile Picture
    on at
    Re: Approval Flow fails if document is open

    Unfortunately the users have to update the document and should be closing before approving but in too many cases they are opening

  • Pstork1 Profile Picture
    65,906 Most Valuable Professional on at
    Re: Approval Flow fails if document is open

    There are two options to prevent this.

    1) Have the flow check the document out when the approval process starts. At that point users will only be able to open read only copies which won't lock the document.

    2) Teach users to use Office Online to view the document.  Office Online allows for co-authoring which should keep the document from being locked when the flow tries to approve it.

  • annajhaveri Profile Picture
    8,531 Most Valuable Professional on at
    Re: Approval Flow fails if document is open

    @Karen_H  you can implement logic to retry process after failure to handle this situation. Reference: https://sharepains.com/2019/09/27/retry-after-failures-power-automate/

     

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