Man, I needed exactly this but I don't know how to send an array of names for my repeated content from PowerApps. I tried ParseJSON But I just couldn't achieve this.
Very useful, thank you! I've been using the word connector in flow for a while now, and only just recently needed to use the repeating section content control feature. Information on that aspect of the connector was hard to find. Life saver :-)
Oh I've been planning to do this for months and upgrade an old process that needed a computer on to run VBA to get to the same goal... went do to it and found the word connector is a premium connector I can't use at work! Argh. Great content though - thank you very much for sharing!
You can also checkout plumsail doc generating actions. They have their own fee but are not premium in power automate. They might be better value in some cases.
@@HowToExcelBlog thank you for the suggestion, unfortunately the procurement process I have to follow at work is very rigerous and basically means third party applications are impossible to deploy... Even/especially for small tasks. I am investigating the premium licences with our IT department. Great content, keep up the good work
Hi. Great how to video. I followed your steps to the T but when the word file is created the lines are there for the Line items but nothing in them. What am I missing?
@@HowToExcelBlog That is a good ideia. Thank you. Btw about nested tables, is it possible with this method? I mean, image a line of the table that repeats itself, but inside a cell of that line is another line that repeats itself. Is there any way to do this?
Save the image to SharePoint ua-cam.com/video/hWP3WE4DZKk/v-deo.html then get the file content and use it with the image content control. You can skip the saving part and just get the image content from the JSON.
Hi, How to excel If I want to do this dynamic invoice pdf template but I have a list of invoice numbers what should I do? instead of put every invoice number by hand... Great work Thanks
This flow saved me a lot of time, thank you! I do have one question though. I am utilizing a separate flow to pull multiple signatures, from a PowerApps form, then saving them to a SharePoint document library. How do I dynamically grab the correct signatures each time from this document library to use them for populating the word template, if the get file content is pulling a static file? Also the trigger is not manual, I switched it to when an item is created to autogenerate the PDF. Thanks so much!
@@HowToExcelBlog Thanks for the quick response! Do you mean depends on how I name the .jpg files? If its a folder full of signatures that is constantly being updated with new signatures from the submissions how would I pull the right ones from the folder? Thanks!
GREAT VIDEO! 2 things, 1 - I did not know you could drag items into the apply to each... I literally dropped my jaw haha.. 2 - Thinking of when an item is marked completed in SQL to create a row with totals only in SharePoint but have the content in a PDF added to SP and have it mail after saving to SP. I assume I can handle the rest based on a combo of videos and previous flows I have written but I am newer to SQL so is there any tricks to when a new item is created there to trigger the flow or straight forward?
Thanks for the great video. Is it possible to calculate Subtotal, Tax and Grand total directly in Word? Using formulas I can at least do normal calculations. Have you ever done this with such dynamic fields?
It might be possible, but I've not tried. I think everything needs to be in the same table to use Word's formulas. So try adding two rows below the repeating row.
Great video. Any suggestion on how to add hyperlinks? I can add the actual URL, and make it a link, but the URLs are really long, and I would like to add a Click Here link instead of the actual URL. I haven't been able to figure that out.
It is possible apply this concept to combine with multiple sharepoint list? I have similiar case as your example but i seperate the details invoice and item description into 2 sharepoint list.. parent n child concept..
Is there a way to dynamically add images from a SP list image column? My flow begins when List item is created. In the list is image column that the user uploads a picture. When I generate a word document from the generated list item, I would like the picture to get added to the word document. So far haven’t found any way to do this.
Hi, Great video!!! After doing the get filtered list elements, when filling the word template, it makes me apply to each of the list elements with what creates the document n times. That is, if there are 4 elements, it does the process 4 times. You know why? Thank you.
@@HowToExcelBlog Hi, I already have it created. But when I get the items in the list, automatically when filling in the template, it makes me apply to each one. In the list I have 4 items that refer to the same invoice number. I created the document 4 times.
It wasn't super straight forward and the connector documentation was a bit lacking 😂 Adding totals gets even more complicated... Still working out the best way to format the numbers too.
Thank you sir for this great video, Only I added a step for sending the generated PDF by email , but I did not find the Attachment content to add in the attachment form create file 2 step , only I found attachment name , Any suggestions?
That was amazing! Just a quick question. How can we limit the "ItemDescription and ItemAmount that is related to this invoice number and not all of the existing items in the list?
It is possible to generate a word template from every excel row individually. In excel I need a button to appear on every new row I populate with data and the button must open the word template that was fill with the data that I populate the row. And also i need the autofill word template to be save in a specified location. Thank you!
Yep, definitely all possible. I have a video about adding a hyperlink via flow, that'll work as a button to open the document. You just have to get the right url from flow dynamic content. Good luck.
Hi john! Thanks again for your videos! I again could use it to learn and go one step higher. In this case, I adapted the instruction for my purpose. I took a excel table, listed rows, populated a word document and converted it to pdf and wanted to send all attached via personalized email. I was able to do the sending for the first row in the table. And for all emailreceivers bit without any attachment. I'm not very sure ehat i did wrong. I guess i have to tell flow mabe to repeat the action until the table ends. But how do i do that?
How To Excel thank you for your quick response, more of like category title then category items beneath it then the next category would be under it and category items and so on...
Great video! Thank you! I followed your steps exactly, but I keep getting an error on the convert to pdf step: "status": 404, "message": "The selected file doesn't exist, please select a valid file and drive." "error": { "message": "The selected file doesn't exist, please select a valid file and drive." } The file does get created in the path. I tried adding a delay in between the create file and convert to pdf actions, but no luck. Any suggestions?
That was amazing. Thanks a lot. I have a question, in my requirement i have many columns which are rich text, so will the table get horizontal scroll bar when converted in pdf? Also, my rich text box contains images which are not appearing in pdf done by other method. Thanks.
Hello.. Great logic for populate from microsoft word. Could you give me suggestion of what should i do. I want to create pdf from different sharepoint list item. How to merge the different sharepoint list item with the same ID.
Yes, I'm also looking for your support in this regard, as I have two share point list, One is Master and another one is Line Items (Transaction). Master has an ID and Line Item List has RecordID (which is configured as a lookup (Master ID). how to merge or filter the Line Item list records associated with the Master SharePoint record?. Your Posting is given a wonderful concept, in further development, I don't get the Logic to filter these two SharePoint List.
Thank you so much, this has been super helpful. I've also checkout you video on creating a sum total which is also great and people should check it out. One question I have is around the format. Have you figured out a way to display the SharePoint output in a currency ($x.xx) format?
Formatting isn't really possible yet in Flow. If the data comes from PowerApps, Excel or other sources you can set up a text field with the number formatted as text.
Well Executed Demo! Question for you - I'm replacing the "Get Items from Sharepoint" with "Execute Stored Procedure", but Power Automate keeps generating "For Each". Any work arounds?
I'm looking for your support in this regard, as I have two share point list, One is Master and another one is Line Items (Transaction). Master has an ID and Line Item List has RecordID (which is configured as a lookup (Master ID). how to merge or filter the Line Item list records associated with the Master SharePoint record?. Your Posting is given a wonderful concept, in further development, I don't get the Logic to filter these two SharePoint List.
Great video! Forgive me if this has been asked already but is there a way to generate a "new invoice" number for each document without having to input manually? Also, what about including that invoice # in the naming of the document?
Hi, please help: there are multiple records with the same invoice number in the SharePoint list, so I filter them and apply the fields to each item - that's OK. How do I select an invoice number only once from these records and use the invoice number? Thank you in advance.
Hi, when start adding the fields in the "populate" step of the flow, it adds in "value" and in the next step does not show "word document" that I can select for "file content". Is there something I'm missing?
I was using this from PowerApps and doing total calculations in PowerApps before sending data to flow. Unfortunately, it's not as easy to do totals in flow. You will need to loop through the data and add the current value to a running total variable.
Hi there, I tried this and it worked for me. I even connected it to my powerapp. But it doesnt work when someone else tries it. The flow failed. The error was at the step to "convert the word to pdf". Error says "file doesnt exist". Which is strange because the flow created the word file just fine. But it cant create the pdf?
@@HowToExcelBlog Yup. So the flow is: Triggered from powerapps, Populate Word Doc, Create File (onedrive), Convert Word Doc to PDF, Create PDF. I looked at the flow history, the Create File step worked. but not the next one. Anyway, I have since re-written the flow from the ground up and will try again.
Be very careful with the file path used for the file. The annoying thing in Flow is they don't all follow the same standard. One might need to include the root folder and another might not.
Every time I have tried doing this, the values don't show up, but instead, the entire row is deleted from the file that is created. Any idea why this might be? Does anyone else have the same problem?
Are you looking at the word document in Word online? I've found the repeating row data doesn't show up there, but if you open it in Word desktop, it's there. 🤔
Unfortunately, Microsoft has seen fit to make the Populate Word document a Premium flow (video still shows it as Preview). That means that our monthly cost in O365 licenses will increase by about 250% if we want to use this feature - no business case there, not even close.
Hi, I love your solution. Hope you will connect with me on my process I am trying to get done through Power Automate. I have a 3 lists containing information about the Customer (Note: Customer Number 0001 is the primary identifier across all list. So I have a Monthly Invoice template containing a Cover Letter, Statement, Invoice and Schedule Summary I am battling to create a monthly process which will automatically complete my Monthly Invoice template with data from all 3 lists for every customer as well as convert to pdf and email them to the customer. (I have 179 customers currently) From your example I can definitely see that this is possible, where you insert the Invoice Number I want my process to be started by a button only. Then it must automatically populate all details from the sheets for every customer (where customer number = XYZ001) Is there a function I can add that creates the monthly invoices for every customer on my lists?
Check out my full courses and ebooks here
👉 www.howtoexcel.org/courses/
Man, I needed exactly this but I don't know how to send an array of names for my repeated content from PowerApps. I tried ParseJSON But I just couldn't achieve this.
Hi, I just wondering how to calculate the subtotal and grandtotal ?
Very useful, thank you! I've been using the word connector in flow for a while now, and only just recently needed to use the repeating section content control feature.
Information on that aspect of the connector was hard to find.
Life saver :-)
Thanks John. Always something interesting on your channel. Thumbs up!
If you ever have any ideas for a video you'd like to see, just let me know!
@@HowToExcelBlog Thanks John.. will do!
Brilliant, thanks from down under !
Thank you very much. That's very nice
Awesome demo!!!
Very good video, how if I want to put the pdf url back into (update) the share point list for the corresponding invoices? Thank you
Really helpful. Thanks for sharing.
No problem!
This was great! Thank you so much.
Thanks Jamie!
Thank you its helpfull, What about subtotal and grand total :(
Great , My invoice depends on 2 lists , how to fetch data from them , you showed just one list here. Thanks
Well done, thank you
You're welcome Bekesam.
Oh I've been planning to do this for months and upgrade an old process that needed a computer on to run VBA to get to the same goal... went do to it and found the word connector is a premium connector I can't use at work! Argh.
Great content though - thank you very much for sharing!
Yes, premium. But... It can be worth the price sometimes. Depends on what the alternative costs.
You can also checkout plumsail doc generating actions. They have their own fee but are not premium in power automate. They might be better value in some cases.
@@HowToExcelBlog thank you for the suggestion, unfortunately the procurement process I have to follow at work is very rigerous and basically means third party applications are impossible to deploy... Even/especially for small tasks.
I am investigating the premium licences with our IT department.
Great content, keep up the good work
Hi. Great how to video. I followed your steps to the T but when the word file is created the lines are there for the Line items but nothing in them. What am I missing?
Nice video. It is possible to hide the table if there is no data inserted?
Not that I'm aware of in Word. But you could have two versions of the template and in Flow, check if the data is empty then use the "empty" template.
@@HowToExcelBlog That is a good ideia. Thank you. Btw about nested tables, is it possible with this method? I mean, image a line of the table that repeats itself, but inside a cell of that line is another line that repeats itself. Is there any way to do this?
Hi great video, my question you mentioned pen input so could you show how the pen input can be inserted here in this process to sign the document
Save the image to SharePoint ua-cam.com/video/hWP3WE4DZKk/v-deo.html then get the file content and use it with the image content control. You can skip the saving part and just get the image content from the JSON.
Hi, How to excel
If I want to do this dynamic invoice pdf template but I have a list of invoice numbers what should I do? instead of put every invoice number by hand...
Great work
Thanks
You can loop through a list in power automate.
This flow saved me a lot of time, thank you! I do have one question though. I am utilizing a separate flow to pull multiple signatures, from a PowerApps form, then saving them to a SharePoint document library. How do I dynamically grab the correct signatures each time from this document library to use them for populating the word template, if the get file content is pulling a static file? Also the trigger is not manual, I switched it to when an item is created to autogenerate the PDF. Thanks so much!
It depends how you identify what the correct signature is.
@@HowToExcelBlog Thanks for the quick response! Do you mean depends on how I name the .jpg files? If its a folder full of signatures that is constantly being updated with new signatures from the submissions how would I pull the right ones from the folder? Thanks!
If you name your signature files invoicenumber.jpg then you just have to get content based on the file name for that invoice number.
@@HowToExcelBlog Gotcha, thank you!
GREAT VIDEO! 2 things, 1 - I did not know you could drag items into the apply to each... I literally dropped my jaw haha.. 2 - Thinking of when an item is marked completed in SQL to create a row with totals only in SharePoint but have the content in a PDF added to SP and have it mail after saving to SP. I assume I can handle the rest based on a combo of videos and previous flows I have written but I am newer to SQL so is there any tricks to when a new item is created there to trigger the flow or straight forward?
Thanks for the great video. Is it possible to calculate Subtotal, Tax and Grand total directly in Word? Using formulas I can at least do normal calculations. Have you ever done this with such dynamic fields?
It might be possible, but I've not tried. I think everything needs to be in the same table to use Word's formulas. So try adding two rows below the repeating row.
Hi, how to do this with dynamic table? Meaning dynamic number of columns and header names. Thanks
Great video. Any suggestion on how to add hyperlinks? I can add the actual URL, and make it a link, but the URLs are really long, and I would like to add a Click Here link instead of the actual URL. I haven't been able to figure that out.
Thanks a lot, can you do repeating content with images from azure?
I haven't tried but probably. Give it a go!
It is possible apply this concept to combine with multiple sharepoint list? I have similiar case as your example but i seperate the details invoice and item description into 2 sharepoint list.. parent n child concept..
Amazing solution!! Is there a way to add images from SP library to a word document using this method?
Yes, there's an image content control.
Is there a way to dynamically add images from a SP list image column? My flow begins when List item is created. In the list is image column that the user uploads a picture. When I generate a word document from the generated list item, I would like the picture to get added to the word document. So far haven’t found any way to do this.
Hi,
Great video!!!
After doing the get filtered list elements, when filling the word template, it makes me apply to each of the list elements with what creates the document n times. That is, if there are 4 elements, it does the process 4 times. You know why? Thank you.
You need to create a repeating content control in the word template.
@@HowToExcelBlog Hi,
I already have it created. But when I get the items in the list, automatically when filling in the template, it makes me apply to each one. In the list I have 4 items that refer to the same invoice number. I created the document 4 times.
That must have taken a while to work out. Good stuff
It wasn't super straight forward and the connector documentation was a bit lacking 😂
Adding totals gets even more complicated... Still working out the best way to format the numbers too.
Thank you sir for this great video,
Only I added a step for sending the generated PDF by email , but I did not find the Attachment content to add in the attachment form create file 2 step , only I found attachment name , Any suggestions?
That was amazing! Just a quick question. How can we limit the "ItemDescription and ItemAmount that is related to this invoice number and not all of the existing items in the list?
You might have missed it, but it's at 4:50 of the video. 🙂
It is possible to generate a word template from every excel row individually. In excel I need a button to appear on every new row I populate with data and the button must open the word template that was fill with the data that I populate the row. And also i need the autofill word template to be save in a specified location. Thank you!
Yep, definitely all possible. I have a video about adding a hyperlink via flow, that'll work as a button to open the document. You just have to get the right url from flow dynamic content. Good luck.
@@HowToExcelBlogThank you
No problem 👍
Hi john!
Thanks again for your videos!
I again could use it to learn and go one step higher.
In this case, I adapted the instruction for my purpose. I took a excel table, listed rows, populated a word document and converted it to pdf and wanted to send all attached via personalized email.
I was able to do the sending for the first row in the table. And for all emailreceivers bit without any attachment.
I'm not very sure ehat i did wrong. I guess i have to tell flow mabe to repeat the action until the table ends. But how do i do that?
It is recommended that you use a professional Invoice Maker, such as RapidBooks. More convenient and free
@@EvanSuper i don't make invoices. I made personalized letters which are sent to 500 people via email. The construction is the same.
This is super badass. You did a great job. BUT! It's not done. How do we make it add the prices up? What about discount?
I have a separate video on summing an array
Good your flow..., I would like to add to the repeating section control items from an excel on onedrive.., Could you let me know how to do it..?=
I NEED SOME HELP! IS THERE ANY COMFORTED-AUTOMATED WAY TO CREATE LIST ITEMS?(in this example invoice list)
love this video!!
I usually create SharePoint lists by exporting from a table in Excel.
Thanks, its the most popular way I guess. Can you share any other ways or ideas how to do that?
Sorry, don't know any others.
Np big thanks!
You could use power apps to input data into the SP list
Thank you for your tutorial! Just a question, is it possible to categorize for example on your video categorize the item based on another column?
You mean filter the data that's put into the word doc based on another column? Yes, you can use Odata filters for that.
How To Excel thank you for your quick response, more of like category title then category items beneath it then the next category would be under it and category items and so on...
That would be a bit tricky. I imagine repeating content within repeating content (haven't tested if that's possible).
Let me know if you get something working.
@@HowToExcelBlog Thanks will do!
Great video! Thank you!
I followed your steps exactly, but I keep getting an error on the convert to pdf step:
"status": 404,
"message": "The selected file doesn't exist, please select a valid file and drive."
"error": {
"message": "The selected file doesn't exist, please select a valid file and drive."
}
The file does get created in the path.
I tried adding a delay in between the create file and convert to pdf actions, but no luck.
Any suggestions?
How to add subtotals and grand totals? I tried using the SUM(Above) but it's not updating. Please suggest. Thank
That was amazing. Thanks a lot. I have a question, in my requirement i have many columns which are rich text, so will the table get horizontal scroll bar when converted in pdf? Also, my rich text box contains images which are not appearing in pdf done by other method. Thanks.
Last time I looked this didn't support rich text.
@@HowToExcelBlog Ok. Thanks.
Hello.. Great logic for populate from microsoft word. Could you give me suggestion of what should i do. I want to create pdf from different sharepoint list item. How to merge the different sharepoint list item with the same ID.
Yes, I'm also looking for your support in this regard, as I have two share point list, One is Master and another one is Line Items (Transaction). Master has an ID and Line Item List has RecordID (which is configured as a lookup (Master ID). how to merge or filter the Line Item list records associated with the Master SharePoint record?. Your Posting is given a wonderful concept, in further development, I don't get the Logic to filter these two SharePoint List.
Solved... and achieved results using a filter Array condition. ReportID (Child list) equal to ID (Parent List) [from When Item created or modified]
Is there a way you could take that pdf and send it to be signed using the Docusign or Adobe Sign connector?
Not sure, I've never used those connectors.
Recommend RapidBooks, can convert invoice to PDF, and support both parties to sign
Can I grab data from power apps instead of sharepoint?
Yes, use the JSON function in power apps to send data to flow.
the word template connector is not free its showing as premium. is it the case?
Great!
Thank you so much, this has been super helpful. I've also checkout you video on creating a sum total which is also great and people should check it out. One question I have is around the format. Have you figured out a way to display the SharePoint output in a currency ($x.xx) format?
Formatting isn't really possible yet in Flow. If the data comes from PowerApps, Excel or other sources you can set up a text field with the number formatted as text.
What video is that, can you share the link, please.
@@AssassinUK ua-cam.com/video/7sCF2pg8q5I/v-deo.html
I am trying to capture the picture when filing in the trigger. It is in jpeg format but saying it is not..
How can I add images for every item in the invoice item list?
You can try adding an image content control into the repeating content control. I haven't tried it myself.
Well Executed Demo! Question for you - I'm replacing the "Get Items from Sharepoint" with "Execute Stored Procedure", but Power Automate keeps generating "For Each". Any work arounds?
I'm not familiar with "Execute Stored Procedure" action. Where is this?
I'm looking for your support in this regard, as I have two share point list, One is Master and another one is Line Items (Transaction). Master has an ID and Line Item List has RecordID (which is configured as a lookup (Master ID). how to merge or filter the Line Item list records associated with the Master SharePoint record?. Your Posting is given a wonderful concept, in further development, I don't get the Logic to filter these two SharePoint List.
Solved... and achieved results using a filter Arraycondition. ReportID (Child list) equal to ID (Parent List) [from When Item created or modified]
You should use an Odata filter when you get SharePoint data instead of a filter action after you get all data.
Great video! Forgive me if this has been asked already but is there a way to generate a "new invoice" number for each document without having to input manually? Also, what about including that invoice # in the naming of the document?
You could use the guid() function in Flow. It creates a globally unique ID.
is it possible to do same thing in excel, instead of MS word?
Not as easy because you can't copy paste Excel template and then add data to it.
Hi,
please help: there are multiple records with the same invoice number in the SharePoint list, so I filter them and apply the fields to each item - that's OK. How do I select an invoice number only once from these records and use the invoice number? Thank you in advance.
Not sure I understand. You are filtering by invoice number then you want to use that invoice number? How did you filter the list in the first place?
Instead of generating one invoice how could we use this example to generate multiple invoices at once.?
Hi, when start adding the fields in the "populate" step of the flow, it adds in "value" and in the next step does not show "word document" that I can select for "file content". Is there something I'm missing?
@ 5:40- this is a Premium product.
How do we get the subtotal automatically ?
I was using this from PowerApps and doing total calculations in PowerApps before sending data to flow.
Unfortunately, it's not as easy to do totals in flow. You will need to loop through the data and add the current value to a running total variable.
@@HowToExcelBlog Thx for replying.. have you got any videos or tutorials how to manage this either from PA or Flow?
@@NN-kw6hi I was planning on making this video eventually, so here it is hot off the press...
ua-cam.com/video/7sCF2pg8q5I/v-deo.html
Hi there, I tried this and it worked for me. I even connected it to my powerapp. But it doesnt work when someone else tries it. The flow failed. The error was at the step to "convert the word to pdf". Error says "file doesnt exist". Which is strange because the flow created the word file just fine. But it cant create the pdf?
Did you create the word file after population? Keep in mind the user needs to have access to the location it is created.
@@HowToExcelBlog Yup. So the flow is: Triggered from powerapps, Populate Word Doc, Create File (onedrive), Convert Word Doc to PDF, Create PDF. I looked at the flow history, the Create File step worked. but not the next one. Anyway, I have since re-written the flow from the ground up and will try again.
Be very careful with the file path used for the file. The annoying thing in Flow is they don't all follow the same standard. One might need to include the root folder and another might not.
@@HowToExcelBlog Will do. Thank you!
Every time I have tried doing this, the values don't show up, but instead, the entire row is deleted from the file that is created. Any idea why this might be? Does anyone else have the same problem?
Are you looking at the word document in Word online? I've found the repeating row data doesn't show up there, but if you open it in Word desktop, it's there. 🤔
I'm about to cry because if I posted this comment yesterday, I could have saved an entire day. If I had a medal, I would give it to you.
Unfortunately, Microsoft has seen fit to make the Populate Word document a Premium flow (video still shows it as Preview). That means that our monthly cost in O365 licenses will increase by about 250% if we want to use this feature - no business case there, not even close.
Hi, I love your solution. Hope you will connect with me on my process I am trying to get done through Power Automate.
I have a 3 lists containing information about the Customer (Note: Customer Number 0001 is the primary identifier across all list.
So I have a Monthly Invoice template containing a Cover Letter, Statement, Invoice and Schedule Summary
I am battling to create a monthly process which will automatically complete my Monthly Invoice template with data from all 3 lists for every customer as well as convert to pdf and email them to the customer. (I have 179 customers currently)
From your example I can definitely see that this is possible, where you insert the Invoice Number I want my process to be started by a button only. Then it must automatically populate all details from the sheets for every customer (where customer number = XYZ001) Is there a function I can add that creates the monthly invoices for every customer on my lists?
It would have been helpful if you tell people this is a premium app before we get halfway into the flow and find out we can't use it.
Outdated.,...... doesn't work anymore