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Power Automate - Building Flows
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Please Help me build this flow - Reminder flow

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Posted on by 6

Hi, I am taking baby steps into the world of flow. I am building a flow that checks the documents that have not been modified in a year and are major version. If yes, I will change the document to minor version and send email to the owner of document giving them options: 1)Update the document, 2 choose someone else to edit it or 3)Republish it as major and send it forward for approval.  This is what I have right now.FlowHelp.png

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  • Nived_Nambiar Profile Picture
    18,129 Super User 2025 Season 2 on at
    Re: Please Help me build this flow - Reminder flow

    Hi @StretchMary 

     

    One question, does the flow only needs to send reminder emails , is that the objective of the flow ?

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

  • StretchMary Profile Picture
    6 on at
    Re: Please Help me build this flow - Reminder flow

    Hello @Nived_Nambiar 

    Thank you for your message.

    The email will have 3 options -

    If one chooses to update the document then it will continue to approval process.

    If the choice is to lengthen the time it will just be republished as a new major version

    else if the choice is to name someone else to update then a link of the document will be sent to this new person.

  • Nived_Nambiar Profile Picture
    18,129 Super User 2025 Season 2 on at
    Re: Please Help me build this flow - Reminder flow

    Hi @StretchMary 

     

    I think this design will help you 

     

    Follow the below steps:

     

    1. First get the file properties in a library using below action

    Nived_Nambiar_0-1692606903964.png

     

     

    2. Loop through each of file properties using apply to each like below 

     

    Nived_Nambiar_1-1692606946182.png

     

    Next steps would be for actions inside the loop

     

    2.1 use conditional action to check two conditions 

    •    Whether the file has been modified more than one year 
      Nived_Nambiar_2-1692607151928.png

       


      expression:  div(div(sub(ticks(utcnow()),ticks(items('Apply_to_each')?['Modified'])),864000000000),365)
    • Version number is major or minor, for major version it ends with .0 (like 1.0,2.0, 3.0 etc)
      Nived_Nambiar_3-1692607230516.png

       

    If the above condition is True, flow will follow the Yes branch as per steps below

    2.2 . use code to publish minor version of document ( I have used compose action to denote minor version publish code, will share a post where you can find how you can publish major or minor  version).

     

    2.3 Use send email with options to send email with3 options : Choice 1, Choice 2 , Choice 3

     

    Here i assume that Choice 1: if one chooses to update the document then it will continue to approval process.

    Choice2: If the choice is to lengthen the time it will just be republished as a new major version

    Choice3: if the choice is to name someone else to update then a link of the document will be sent to this new person.

     

    for each choice i will be using switch action which works on dynamic content value selected response as shown below 

    Nived_Nambiar_4-1692607603148.png

     

    For each choice, this has to be done 

     

    Choice 1:

     

    As you said, If one chooses to update the document then it will continue to approval process

    this is done here 

    Nived_Nambiar_5-1692607656074.png

     

     

    Choice2:

    as you said, If the choice is to lengthen the time it will just be republished as a new major version

     

    Nived_Nambiar_6-1692607683063.png

     

    will share the link on how to publish major/minor version of a file using api in power automate, then replace the compose action with that 🙂

     

    Choice3: 

    As you said, if the choice is to name someone else to update then a link of the document will be sent to this new person. For this scenario, approval type of flow works best as sending link of document as approval and getting response based on approval would be a good idea to try on.

     

     

    Note:

    For publishing major and minor version of sharepoint library files, check this link:

    https://powerusers.microsoft.com/t5/General-Power-Automate/Publish-all-minor-versions-in-a-SharePoint-document-library/td-p/1971562

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

  • StretchMary Profile Picture
    6 on at
    Re: Please Help me build this flow - Reminder flow

    Hi @Nived_Nambiar ,

    I am going to work on this following your suggestions and get back with progress

  • Nived_Nambiar Profile Picture
    18,129 Super User 2025 Season 2 on at
    Re: Please Help me build this flow - Reminder flow

    Sure @StretchMary 

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

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