Trying to create approval workflow for Sharepoint document libraries

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Posted on by EricKaye

Hi all,

I need some help starting out with my flow.

My company is currently using SharePoint 2010 workflows in SharePoint, which will be decommissioned shortly. I am trying to figure out a way to move all of workflows in power automate. One of our big workflows is an approval workflow for any document that has been added or modified into our procedure file storage. Below are the requirements we are looking for in this flow.

- Kickoff an approval for a selected SharePoint file storage location.

- Send link to edited document to the approver (email, approvals, any form of notification)

- Document is not changed on Sharepoint till the file has been approved

- Once approved, document is uploaded and viewable by all in Sharepoint

So far, I have started by flow with the condition 'When a file is created or modified (properties). I then have it going 'Set content approval status' in SharePoint, and starting an 'Creating an approval". I am unsure if this is the correct path for my flow, as I can't figure out how the approver will be notified.

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Building flows

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Pablo Carceller on at

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Hello,

I think you are in the right way for do this flow, please check the document of this connector

https://docs.microsoft.com/en-us/connectors/approvals/

This is going to send a email to the approver to approve or reject the change, please share screenshots of your flow, for can help you in other blocker!

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EricKaye 8 on at

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SharePoint Approval Flow so far

@pagonza Please see above for the step I am stuck on.

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Pablo Carceller on at

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Hello @EricKaye

For your condition "Document is not changed on Sharepoint till the file has been approved" you need to use the following approval: Start and wait for an approval not create an approval. With this you flow is going to wait until the approver approve or reject the flow.

Then you need to put the following condition

Once the approved use the action update the document with the changes you need to do

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