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Hello I am new to PA world so please don't be too outraged if I ask a simple question 🙂
Basically I have created an Approval flow which starts with a DOCX file being uploaded to Submitted folder. The whole approval process seems to be working great overall, but issue I encountered is when I try to change file name after uploading it into the Submitted folder. What I would like to try to achieve is to enable users to upload the file, makes some changes in it if required and only then to trigger the flow, so something like a manual trigger.
Is there an option to only trigger the whole approval process/flow manually by the user who uploaded the file? If so how do I do that and where does user need to trigger the workflow?
I started with When a file is created (properties only) - but then I cannot find an option to manually trigger it after uploading the file and before going into Start and Wait for Approval process.
All help would be much appreciated.
Thanks for a detailed explanation, I don't quite get why the trigger is only showing ID and not File Identifier. The File Identifier only has shown up on the list when I used Compose function and as per my Flow (1) image attached to post #10 I used For a Selected File, not Item.
The first one in your screenshot is the one you want. But if you look at it you will see the one you were using was /27 and this one will be something looking like a relative file path. That should be available in the "for a selected file" trigger also. Make sure you aren't using "for a selected item".
The compose was just an easy way to show the dynamic content available. It isn't needed for what you want to do. If you look at the dynamic content you will see there is an ID and a file identifier. One identifies the integer id of the metadata item holding the file, the other is the path to the file. You need the one that is the path, the file identifier. You just need to pick the right one from the dynamic content.
No you don't need another get file properties. The email of the person who originally created the file and the one who last modified it are available as dynamic content. Assuming the person who is submitting for approval is the last modifier of the file entry you can just use that. Otherwise you would need an input field in the trigger like you were doing. Just be sure to use modified By Email and not modified by. Modified by is the object. Modified by email is the email address contained in that object.
Finally it worked and clicked! Brilliant thank you, would you care to reassure me if I stand correct - does compose take what I get from properties file (ID) and changes it to Identifier which I can use in order to move the file?
I now have another query if I may - so at the minute I asked to input email address when manually triggering the flow, however I would like it to be automatically loaded up based on person's who is pulling the trigger email address. Should I add another Get File properties action to pull out email address off it and compose it into email info that is being able to read by move to file?
Would you be able to explain where in the chain I should do that, is it before Move the file? Also what additional info would need to be taken out in order to move the file, can I get additional info such as Identifier (which worked for other trigger)?
Thank you for your response again, it is much appreciated. In terms 1) I assigned only one approver in this flow, however I take your point on swapping that around with Rejected which makes perfect sense and I can update. However this point is not what is messing up the flow (for now). But now onto the 2) which is more relevant to my issue. See attached below what options I have available, ID is the one that is closest to Identifier which occurs when using other trigger as mentioned in post #6.
The for a Selected File trigger doesn't contain as much information as the when a file is created trigger. But you can use a Get file properties action to get any additional information you need, like who modified the file.
I see a couple issues with your flow.
1) Outcome is a comma delimited string of the responses of all approvers. So it will only equal Approve if you are only sending to one approver. I normally test against Outcome contains Reject. That will work no matter how many approvers there are.
2) you are using item ID to select the file to move. You need to use the File Identifier which is different dynamic content. that's why it can't find the file.
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