Document Version Control Tracker
Tracks document versions in a SharePoint library. When a document is checked in with a new major version, logs the version details to a tracker list and notifies document stakeholders of the update.
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Overview
When a document reaches a new major version in SharePoint, this flow automatically logs the version details to a tracker list and notifies all stakeholders. It distinguishes between major and minor versions, ensuring stakeholders only receive alerts for significant updates.
Use Case
Document repositories accumulate versions quickly, making it difficult to track what changed and who needs to know. Stakeholders miss critical updates, and version history becomes scattered across emails.
The flow is ideal for teams that:
- Automatic version logging eliminates manual documentation
- Stakeholders stay informed of major document updates
- Distinguishes major vs. minor versions for smart notifications
- Audit trail shows who modified and checked in each version
- Centralized version control dashboard
- Reduces duplicate work from version confusion
Flow Architecture
When a file is created or modified (properties only)
SharePoint triggerFires when a document in the controlled SharePoint library is checked in or has its properties updated, starting the version tracking process.
Get File Properties
SharePoint Get File PropertiesRetrieves version number, modified-by user, and check-in comment for the triggering document.
If major version
If conditionEvaluates whether the new version number represents a major version (e.g., ends in .0) versus a minor revision.
- Create version log item — Adds a new row to the Version Control Log list capturing document name, version number, modified-by user, check-in comment, and timestamp.
- Get stakeholders for document — Queries the Document Stakeholders list for records linked to this document.
- Apply to each stakeholder — For each stakeholder: sends an Outlook email with the change summary, version number, modified-by user, and a link to the document.
Log the version without sending stakeholder notifications.
Environment Variables
| Schema name | Type | Default | Description |
|---|---|---|---|
| flowlibs_ControlledDocumentsLibrary | String | <configure> | Display name of the SharePoint document library to monitor for version changes. |
| flowlibs_VersionControlLogList | String | <configure> | Display name of the SharePoint list where version log entries are written. |
| flowlibs_DocumentStakeholdersList | String | <configure> | Display name of the SharePoint list containing stakeholder records linked to each controlled document. |
Connectors & Connections
| Connector | API name | Actions used |
|---|---|---|
| SharePoint | shared_sharepointonline | OnFileCreatedOrModifiedProperties (trigger) GetFileProperties CreateItem GetItems |
| Outlook 365 | shared_office365 | SendEmailV2 (Send notification emails to stakeholders) |
Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.
Customization Guide
Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.
- Deploying to Another Environment
- Import the solution into the target environment, then set flowlibs_ControlledDocumentsLibrary, flowlibs_VersionControlLogList, and flowlibs_DocumentStakeholdersList to the target library/list names. Verify the SharePoint site URL and library path, test with a sample document update, then turn the flow on.
- Add approval workflow for major versions
- Insert an approval step before sending notifications so a reviewer must approve major-version updates before stakeholders are emailed.
- Include diff summary
- For Word documents, integrate a diff tool or a manual summary field so the notification email describes what changed between versions.
- Multi-library monitoring
- Duplicate the flow for additional libraries or refactor the trigger and library reference to be dynamic so a single flow can monitor multiple SharePoint libraries.
- Power BI dashboard view
- Build a Power BI report on top of the Version Control Log list to visualize version churn, top contributors, and recent major releases.
- Email minor versions to document owner only
- Modify the minor-version branch to send a courtesy email only to the document owner (instead of suppressing all notifications), while major versions continue to notify all stakeholders.
Key Expressions
The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.
EXPR.01Get modified by user
Pulls the user who checked in or last modified the document from the SharePoint trigger output, used in the log entry and notification email.
EXPR.02Build notification subject
Composes a dynamic email subject line that includes the new version number and the document file name.
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