Announcements
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Hello,
I've created a flow that notifies everyone in the company when a new file has been created or modified in a SharePoint folder.
I now need to get an acknowledgement from each staff member that the file has been read. I have looked into using Adobe Sign and Docusign, however, I wondered would it be possible to get some sort of confirmation (signature not necessary) without using a 3rd party tool.
Many thanks
Katie
Read and Understood for SharePoint and Teams on AppSource handles all the issues you will have when using Flow and works with lists for a teams group. Its free for low volume use. See it here: https://appsource.microsoft.com/en-gb/product/office/WA200002742
Hi, that's interesting approach. Any ideas how we could report on those that don't acknowledge? Many thanks
Many thanks @ScottShearer for the clear explanation. I wondered if some could comment on my flow. I have set it up as in the example ( the only difference is that I used 'get items' rather than 'get item'. If I used 'get item' it requested an 'id' which was not autofilled. The flow appeared in the SP site but when run not entry was created in the 'consent' list that I created. Can anyone give any clues to why it may be failing?
Hello @ScottShearer ,
thank you for your helpful description.
The flow itself works, although I changed it a bit from create new item to alter item since I want to see who has read the file and who not. So the list has a yes/no flag that is changed for an existing entry every time the flow is used.
But, does the flow still work if the list is restricted to only me editing it? Is the rights management "aware" that I created the flow and has therefore the right to alter the items in the list, even if the users themselves could not?
Thanks in advance!
Jeardy
Hello @stiggy77 ,
Although, I used Flow today for the first time, I found @ScottShearer 's description completely helpful and working.
First, of course, you need to have your list in place, in Scott's example with the 3 columns: Title, Response From (which is the Metadata of a Person or Group in SharePoint) and Certifier Email (which can also be the Metadata of a Person or Group in SharePoint).
Then, when you start "Complete a Custom Action for a selected item template", the two steps For a selected item and Get item are already filled in for you by default. I didn't change a thing.
In step 4, Create Item, fill in the (team)site adress where your list is located and select the list under list name.
If you have done all that right, the fields of the list will be displayed for you and you can select how they should be filled.
Can we see the full detail of this workflow please?
What was entered under For a selected item and get item (my get item asks for an ID)?
How did you get the Title, Response From and Certifier email fields? as my Create Item only shows the site address and list name.
Thanks
@ScottShearer wrote:Here is an example of a "For a Selected Item" Flow that may meet your needs.
The easiest way to get started is to go to the Library and selected Create a Flow and use the Complete a Custom Action for a selected item template.
I add two actions to the template:
1) I user the Office 365 Get User Profile action so that I can access the name and email of the person who ran the Flow
2) I use the SharePoint Create Item action in order to store the name of the document and user info in a SharePoint list.
I name the Flow "Certify That You Have Read This Document".
Currently, you'll need to share this Flow with your users (you can share with a Group) for read-only purposes (they ca'nt edit the Flow). At some point in the near future, this step will no longer be neccessary.
Here is the Flow:
If this solves your issues, please mark this post as Solved.
If you need additional help, please post here.
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