Power Platform Community Forum Thread Details

we created a document library in sharepoint.

Once any new document is uploaded, Flow should trigger to "Central person e.g. A" to define APPROVER of document. ->

A will select Approver name (B or C)-> After that approval should be auto triggered to that APPROVER (B or C)

we tried with templates , but those are ,for New Item in List , Not for New Document

Categories:

Using flows

Hi @Bagulhem yes this can be done in a single flow but I doubt there is a template for it, you'll need to create it from a blank flow. One thing I always do is to add the approval decision, date, comments and approver's name into columns in my SharePoint document library:

In our flow the trigger will be a SharePoint When a file is created (properties only) so the flow will trigger every time you upload a document to the library. Select the site and the document library. The first action in the flow will then be to Send an email with options with the email addresses of the possible approvers entered into the User Options field separated by a comma:

The "Person A" would get an email as follows with the options for the approver:

We want to capture the approver that has been selected so the next action in the flow is to Start and wait for an approval and in the Assigned to field select the SelectedOption from the dynamic content:

The start and wait for an approval action will wait for the person selected to approve/reject the document as shown in the email below:

We then want to update the document columns with a SharePoint Update file properties action with the decision, date, comments and approver. When you select the Responses Comments it will wrap the action in an apply to each which is expected:

That updates the document library with the approval info:

Rob
Los Gallardos
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