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Mar 20, 2020
How to Declare a SharePoint document as Record using Power Automate (Microsoft Flow).
Petr Bushuev
Petr Bushuev
Customer Support Engineer

How to Declare a SharePoint document as Record using Power Automate (Microsoft Flow).

Let’s say you have a document library and you’d like to lock some documents after changing its status. For example, it could be a document library with business plans, when a business plan status is changed to ‘Approved’ it should be locked and no longer available for deleting and changing.

1

To achieve the goal you can use Declare SharePoint Document as Record action from Plumsail Actions for Power Automate.

2

This Microsoft Flow runs when the status of the business plans is changed, it checks if the status is ‘Approved’ and locks the file.

3

As a result, the business plan is locked and can’t be changed or deleted.

Read the full article describing how to declare or undeclare a SharePoint document as a Record.

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Note: The post has been originally published at Medium:
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