How to request document approval in SharePoint using Power Automate

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  • Опубликовано: 26 июн 2024
  • If you need to quickly approve a document, you can do so easily using the built-in document approval workflow. Check out this article as well for additional information: sharepointmaven.com/how-to-re...
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Комментарии • 14

  • @JulienBaldi
    @JulienBaldi Год назад

    Thanks Greg, can we see in the version history who has approved the document and when ? Is there a possibility that the approver puts a message when (s)he sign-off ?

    • @SharePointMaven
      @SharePointMaven  Год назад

      Yes, comments are built into approval; however, if you need those comments to be displayed, you will need to alter the Power Automate logic.

  • @user-jv1jw1th6r
    @user-jv1jw1th6r 10 месяцев назад

    Great tutorial, as usual!
    How can I trace who has approved the document? I can see in the video the "Sent to": how can I add this field?

    • @SharePointMaven
      @SharePointMaven  10 месяцев назад

      I am not aware of a way to add this field to the library.

  • @FranticWatcher
    @FranticWatcher Год назад

    Great approach! What would be the experience for "Mary" if she approves via e-mail?

    • @SharePointMaven
      @SharePointMaven  Год назад

      Same as if she were to approve via the Power Automate portal or Teams. It will prompt here to approve/reject or re-assign

  • @mangwilelyu
    @mangwilelyu Год назад

    When this is configured, will all users working on the Library be able to use it already?

    • @SharePointMaven
      @SharePointMaven  Год назад

      The workflow described is one-time workflow created by the user. If you want to have a workflow that works for everyone, you need to create one properly using Power Automate

  • @tmac0701
    @tmac0701 Год назад +1

    I do not have options for request sign-off. Is that an out of the box option?

  • @PsycholoJeez
    @PsycholoJeez 4 месяца назад

    HI Greg, if I download the document, how do I know if it is already approved (offline)? Can we put name/signature stamp on the document (if pdf)? Thanks a lot.

    • @SharePointMaven
      @SharePointMaven  4 месяца назад

      Yes, but that would be another workflow (you have to integrate Adobe Sign or similar via Power Automate)

  • @LordAdmiralLee
    @LordAdmiralLee Год назад

    I have a living document whose contents will change frequently. I want to request specific persons to review the document and sign off on new items added to the document. Is there an easy way to un-sign a document?