Hi Community friends,
I am developing a Power Automate solution for Biz side at my org regarding "Review and Approval process of new Proposal Request" submitted by a person, BOM.
There are several Reviewer/ Approvers needed for this process and BOM submits their info [these Reviewer info is not stored in Share Point List, but dynamically needs to be pulled from the form submission]. The first reviewer, FEDM is notified to review the Proposal Doc [ and supporting docs] and make a decision [Approve/ Reject]. When the FEDM submits the decision, BOM is notified, and he/she will check the comments and may need to update the Proposal Doc. After that, BOM will push the process to go to next reviewer, Functional Support [may be multiple people, Financial Approver & finally to Business Approver, who makes the final decision [Approve/ Reject].
I have A Power App that BOM uses the Request Form to submit a Proposal Request with the Required fields relevant to the Proposal including Finance Manager, FEDM, … and the Proposal Doc (s). The various fields info is saved in a Share Point List1, The App calls a Power Automate flow to create a folder in a SP doc Lib for this new Proposal and saves the docs in that folder with a link of this folder in List 1. The Approval work flow starts [from the Power App sending Proposal ID to the Power Automate flow] - first to FEDM with a link to the Proposal Doc folder to check the doc (s) and make a decision and add comments. Then to other Reviewers/ Approvers with email to BOM to check decision and comments and make any necessary update to the docs. The Finance Manager is also cc'd to the email.
The issue I am stuck at now is the requirement of edit/view rights of the Proposal doc and supporting doc (s). The BOM and Finance Manager are the only persons that will be allowed to edit the doc (s) if needed. The Reviewers/ Approvers like FEDM, Functional Support, Finance Approver and Business Approver can only view the doc (s) to make Approval decision [Approve/ Reject], but can't edit the doc (s).
Any suggestion is highly appreciated. Take care.
Hi friends,
I found 2 possible solutions for my case: