Some time ago, I wrote a series of blog posts on disposition reviews. I covered the standard disposition reviews and the multi-stage disposition review. In records management, disposition reviews allow content SMEs, owners, and\or record managers to review content to ensure it is no longer viable before it is ultimately destroyed. Recently, Microsoft released an update to Microsoft Purview that allows an organization to create Power Automate disposition reviews. This means that when a document reaches the completion of its retention schedule, instead of a standard disposition review being initiated, a Power Automate flow is started instead. This vastly increases the options available to record managers or administrators in handling their content.
Previously I provided an overview of why Power Automate disposition reviews are important to record management tasks for many organizations. With the introduction aside, let’s cover how to create a Power Automate disposition review from concept to execution. This process will create a custom message to the disposition reviewer. If approved it will delete the document and update a destruction tracker list in SharePoint. If rejected, the record manager will be notified to take necessary action.
Haniel Croitoru and I recently had the extreme pleasure of presenting at SharePoint Conference Twin Cities. This is a great one day conference with one of the largest user bases I have ever seen. Haniel and I had a great experience presenting on getting help with learning Power Apps and Power Automate (Microsoft Flow). The presentation is full of tips and tricks from both of us as well. We had a great room full of attendees with some great interaction. As promised I have uploaded the slide deck for this session so the attendees can have for themselves.
Feeling stuck learning Flow and PowerApps – You’re not alone
Thanks for attending and thanks for reading!
I recently had the extreme pleasure of presenting at SharePoint Conference Twin Cities. This is a great one day conference with one of the largest user bases I have ever seen. I believe the total count of registrants was over 750 and over 400 attended! One of the sessions I presented was about how easy and efficiently you can integrate multiple systems with Power Apps and Power Automate (Microsoft Flow). Had a great room full of attendees with some great interaction. As promised I have uploaded the slide deck for this session so the attendees can have for themselves.
“Integrate All the Things” slide deck
Thanks for coming to my session and thanks for reading!