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Hi
I created a three level sequential document approval flow that also updates the document library to show the status of the approval
The approval starts once a new document is added to the sharepoint library.
The flow send an email to the approvers with a link to the document so they can review and decide on approve or reject
Once they take an action, the relevant document library is updated with the following information:
approver decision
approver comments
date and time stamp
This is to help us track where the document is and its status
That process works fine until one of the approvers keeps the document open on their browser. In this case, the library doesn't update because the item is locked by a user
I thought of creating a parallel flow to update a share point list to avoid all together the document locking issue
So I can create a library list item that adds a record when a new document is added to the library, but I cannot pick that record to update the other fields as the approval flow progresses
When I use update item after the approval block, I don't know how to select the proper ID/Title to update. So the end result is that the list doesn't get updated
any idea how I can do this?
thanks
Both solutions worked
If you can live with only one document for approval without the need to open a link in it, then Scott's suggestion is the simplest
In my case, I had to open a second document from the first one, so I created the list
Alice's suggestion worked and I can update the list to track progress
@karimibrahim , I am facing the same issue too. Not sure if you are able to fix it yet. If so, help me to advise - the flow that I set up is works fine fine until one of the Approvers keeps the document open on their browser or edited and shared back. In this case, the flow is not running ahead and updating the item/approval status in the library.
Hi @karimibrahim ,
You could create the flow as below:
Best Regards,
Alice
Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Scott,
This almost worked!
the files I am approving (purchase requisitions) have an internal attachment to a sharepoint library (quotes)
When I had them as a link before your proposal, I was able to open the file and the link inside the file from my phone (because the phone would open excel online)
When I did the attachment, I cannot open the link from my phone because the viewer is not excel.
On the desktop, it is the same, if I use the email viewer, the link doesn't work. I have to open excel for it to work
So good solution but new problem
thanks
Karim
Why not avoid the issue entirely by attaching a copy of the document to the approval.
Details on how to do so can be found here.
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