A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.
Hi @Nittal Kumar,
Based on your detailed description, it is a common hurdle when utilizing SharePoint’s built-in Content Approval alongside Power Automate. Here is a breakdown of why this occurs and the most practical way to move forward.
SharePoint Content Approval is designed as a high-security compliance "seal." Once a document reaches the "Approved" state for Level 1, the system is programmed to protect that integrity.
When a Power Automate flow updates a metadata column for Level 2 approval, SharePoint perceives this as a modification to an approved file. To maintain security, it automatically voids the previous approval and resets the status to Pending.
There are two primary constraints currently affecting your workflow:
- Workflow logic: The business requirement for a secondary approval stage (Level 2) is technically at odds with how SharePoint moderates files, as the system treats any metadata change as a reason to re-evaluate the entire document.
- Automation connector: The standard update file properties action in Power Automate is a big update. It triggers SharePoint's modification logic, which leads to the status reset and can sometimes cause mandatory fields to appear blank if they aren't explicitly repopulated by the flow.
Therefore, to help resolve this without creating infinite loops or losing data, please consider these steps:
1/ Reach out to your IT admin.
To resolve this seamlessly, I recommend using the SharePoint REST API with the ValidateUpdateListItem action. This advanced method allows the flow to update specific metadata without triggering a new version or resetting the approval status. Since this requires specific 'system-level' permissions, your IT team is best positioned to assist. Furthermore, you can request that your IT administrator open a support ticket to receive specialized guidance from an experienced SharePoint agent. For guidance on how to request support in the admin center, please refer to: Get support - Microsoft 365 admin.
2/ Engage with the Power Automate forum.
For the specific JSON schema required for the ValidateUpdateListItem action, the Official Microsoft Power Automate Forum is an invaluable resource. This dedicated community is a hub for automation experts. As you refine your workflow, participating in this forum is an excellent opportunity to develop your technical skills and learn from MVPs who solve these exact scenarios daily.
The goal is to ensure your multi-level approval process is both compliant and automated without manual intervention.
I hope this information is helpful. Should you have any further questions or need additional assistance, feel free to reach out.
Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.