Thank you Francois. For someone new to Power Automate and helping setup document flow - this has shown the light on what I see as very popular task that is undervalued basic office document automation.
This is the video I needed! Thank you so much for clearly explaining the steps! I have been trying to figure this out for days :) You have made my Sunday. Thank you!
can we use MS word dropdown developer control & how it can be used through power automate. also if we have repeated steps how can use power automate connector
I hope you still monitor this video. I wanted to ask if there is a way to have the flow update a document as information is set into a list. I have about 10 sections that 15 different people work on. I have a PowerApp set up so that as they input reports it gets added to my sharepoint list. I want a way that as they place the reports into the list, the flow will generate the document and place their report into the specific section I want. This way I can edit the document as they input their reports. Basically just streamline the process in which things are done.
Hi there, I see all comments and respond to them in a block, which means it may not be on the same day 😉 So, you won't be able to create a document and then update it _after_ it has already been created. 1) One workaround is to keep *all the metadata* from your PowerApps in the same SharePoint item and then generate the document when the last SharePoint field has been filled out. (This goes back to my Power Automate video). 2) Another option is to explore third-party solutions, which may not be as expensive as you think, such as Plumsail (no affiliation) ua-cam.com/video/V3-W8N9cI8M/v-deo.html
Hi François - thank you for the excellent tutorial. I've tried to do something similar, but in an array - run a batch of them rather than being triggered individually. The data runs off of a list in SharePoint, creates documents, and then stores them in an existing library. The flow is working mostly well, but it creates a new file in the document library with the word template's document ID as a file name. It creates a template doc in each of the proper destination folders, but ALSO creates one in the weird new file. I know it is probably hard to troubleshoot with that description, but wondered if you might have any idea what I should look for. I've verified my inputs a hundred times and I can't see the issue. Many thanks!
what a great idea using an array, Amanda! I do not have a tip right now looking at your description, but will try that method when I get the chance and see if it reproduces.
Great video. Very helpful. Is there a way to populate a word document template for a "Selected item" (in a SharePoint list)? I have tried this, but it has trouble with ONLY running the flow for a single item selected. It appears the workflow wants to traverse the entire list, and force you to do an "apply to each." Which is not what I want. Thanks for the help!!
Hi Francois, This has solved an issue I have been working on for several weeks now! thank you :) I am now able to generate reports in a an app i have created, which sends the info into sharepoint, which then generates/populates the word document report. The one thing I am unable to achieve is getting it to display the attached images in the word document report. Any advice? Thank you again, Adam
Thank you Francois. For someone new to Power Automate and helping setup document flow - this has shown the light on what I see as very popular task that is undervalued basic office document automation.
thank you for your comment, am glad it helps. Yes, definitely super useful actions!
This is the video I needed! Thank you so much for clearly explaining the steps! I have been trying to figure this out for days :)
You have made my Sunday. Thank you!
Thank you for your feedback! Enjoy that bit of automation 🙅♂️
@@digitalfrancois do you have any videos on how to make the output a PDF?
can we use MS word dropdown developer control & how it can be used through power automate. also if we have repeated steps how can use power automate connector
Yes, you can use the MS Word dropdown developer control, it will also get you
to play with P.A. Desktop. Have fun!
I hope you still monitor this video. I wanted to ask if there is a way to have the flow update a document as information is set into a list. I have about 10 sections that 15 different people work on. I have a PowerApp set up so that as they input reports it gets added to my sharepoint list. I want a way that as they place the reports into the list, the flow will generate the document and place their report into the specific section I want. This way I can edit the document as they input their reports. Basically just streamline the process in which things are done.
Hi there, I see all comments and respond to them in a block, which means it may not be on the same day 😉
So, you won't be able to create a document and then update it _after_ it has already been created.
1) One workaround is to keep *all the metadata* from your PowerApps in the same SharePoint item and then generate the document when the last SharePoint field has been filled out. (This goes back to my Power Automate video).
2) Another option is to explore third-party solutions, which may not be as expensive as you think, such as Plumsail (no affiliation) ua-cam.com/video/V3-W8N9cI8M/v-deo.html
Hi François - thank you for the excellent tutorial.
I've tried to do something similar, but in an array - run a batch of them rather than being triggered individually. The data runs off of a list in SharePoint, creates documents, and then stores them in an existing library.
The flow is working mostly well, but it creates a new file in the document library with the word template's document ID as a file name. It creates a template doc in each of the proper destination folders, but ALSO creates one in the weird new file.
I know it is probably hard to troubleshoot with that description, but wondered if you might have any idea what I should look for. I've verified my inputs a hundred times and I can't see the issue. Many thanks!
what a great idea using an array, Amanda!
I do not have a tip right now looking at your description, but will try that method when I get the chance and see if it reproduces.
Can this be used when columns have multiple lines of text?
Yes, it should be the same if your column is multiple lines of text. Give it a try and let us know here 😉
what software are you using for the on-screen recording showing a bubble like self-video?
Simple loom.com ! Enjoy! 😊
Great video. Very helpful. Is there a way to populate a word document template for a "Selected item" (in a SharePoint list)? I have tried this, but it has trouble with ONLY running the flow for a single item selected. It appears the workflow wants to traverse the entire list, and force you to do an "apply to each." Which is not what I want. Thanks for the help!!
(sorry for the massive delay - I am sure that you sorted it out by now)
Solution is to chose "Selected item" as trigger of the flow
Hi Francois, This has solved an issue I have been working on for several weeks now! thank you :)
I am now able to generate reports in a an app i have created, which sends the info into sharepoint, which then generates/populates the word document report. The one thing I am unable to achieve is getting it to display the attached images in the word document report. Any advice?
Thank you again, Adam
Had that,before. Check how the image is being referred to. Absolute vs relative address
Does it work with multiple choices?
let us know once you tried