Populate PDF Documents No Premium Licenses with Power Apps and Power Automate

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  • Опубліковано 23 лип 2024
  • Integrated SharePoint Power Apps: • Integrated Power App w...
    MS Word Template App: • Complete MS Word Templ...
    Convert Gallery to HTML: • Convert a Gallery into...
    Populating PDF documents with Power Apps and Power Automate involves leveraging the capabilities of these Microsoft tools to automate the process of filling in PDF forms or generating PDF documents from data sources. Power Apps can be used to design user-friendly interfaces where users input data, which is then passed to Power Automate. Within Power Automate, you can set up a flow that takes this data and, using pre-defined templates or actions, inserts it into a PDF document. The resulting PDFs can be automatically saved to a location like OneDrive, SharePoint, or emailed to designated recipients, streamlining document management and distribution processes.
    Chapters
    0:00 Introduction
    1:03 The Happy Birthday Template
    2:25 Insert a Container to Convert
    3:45 The Form Screen
    6:30 Mapping the fields in our Second Screen
    7:56 The Simple MS Power Automate Flow
    9:35 Calling the Power Automate in Power Apps
    11:40 Oops and Error to learn from
    12:25 Turn on PDF feature
    14:36 Now lets do a HTML PDF
    17:15 Send an email with the PDF
    19:00 Conclusion
  • Наука та технологія

КОМЕНТАРІ • 26

  • @stefano94103
    @stefano94103 4 місяці тому +1

    The print screen was a great idea! I've been creating the entire document in power apps. The print screen saves a lot of time for complex forms. Great video!!

  • @Synthven
    @Synthven 4 місяці тому +1

    Thanks for the tutorial! If I want to create one-page PDFs soon, I'll give this a try. I can imagine using it very well for certificates of attendance or similar.

  • @gerardovaldez4103
    @gerardovaldez4103 4 місяці тому +1

    Thank you so much Andrew! Very helpful. Im curious if its possible to populate repeating controls in a word template without using the premium action "populate a microsoft word template". If info on this would be very much appreciated. Thanks again!

    • @andrewhess123
      @andrewhess123  2 місяці тому

      Hi Gerardo, in order to do this you can do an HTML table and use the PDF function.

  • @sustainbhoomi
    @sustainbhoomi 17 днів тому

    Hi Andrew, how to generate multiple page PDF documents with all types of controls in the different containers.

  • @user-kx9zu4si2d
    @user-kx9zu4si2d 22 дні тому

    How do u loop it through many records I have transcripts I need to convert to pdf

  • @andrewhess123
    @andrewhess123  4 місяці тому

    Hi All, I know I'm getting a ton of questions for videos and new content to create. Thank you for sharing your ideas! I I am working on it though!

  • @stewartmcgovern2k10
    @stewartmcgovern2k10 4 місяці тому +2

    Hi Andrew, this is great and I have been following your content for some time. How can I pass a signature using the pen input in to the pdf without premium?

    • @andrewhess123
      @andrewhess123  4 місяці тому

      Hi Stewart!
      That's a good one and should be totally possible by using HTML. Will write that one down.

  • @imran002ali
    @imran002ali 4 місяці тому +1

    Hi Andrew, as always, just another awesome video. Very simple and great information, I am thinking creating with repeating table, not sure if this will work or not, but will let you know. Appreciate your knowledge sharing!! 👍👍👍

    • @andrewhess123
      @andrewhess123  4 місяці тому +1

      Hey Imran! It will work, especially if you use a gallery and convert it to a HTML table.

    • @imran002ali
      @imran002ali 4 місяці тому +1

      @@andrewhess123 , thank you for the idea, I will look into this and will let you know. Again, appreciate your kind assistance and knowledge sharing 😊

    • @andrewhess123
      @andrewhess123  4 місяці тому

      Of course Imran! Thanks for watching!@@imran002ali

  • @vivek8237
    @vivek8237 Місяць тому +1

    Hi Andrew, If we have checkbox input in screen 1, so How can we connect it screen 2. I tried but it is asking agin to check in screen 2 as well. pls suggest me

    • @andrewhess123
      @andrewhess123  Місяць тому

      Hi Vivek, thanks for always watching! In Screen 1 when you check the checkbox set a variable like Set(varName,true) then on the 2nd checkbox change the Default to varName.

  • @B_D60
    @B_D60 3 місяці тому

    Thank you for this, my is working but for some reason is not expanding the full container. I am utilizing Microsoft List, I then created the Power Apps with that. I followed your video but is not showing the full information. Do you know where in the formula I would put expand container? Thanks.

    • @andrewhess123
      @andrewhess123  3 місяці тому

      Hi @B_D60, so the PDF function is a preview experimental feature so things may change, but if you are creating a PDF Template you could try putting in an HTML text to align it correctly. Using HTML width and height commands or padding could make a difference.
      Another option is to work with different types of containers using either Horizontal or Vertical Container to align it correctly as you'd like.
      It definitely depends on how you are trying to display your data and what data you have.

    • @B_D60
      @B_D60 3 місяці тому

      @@andrewhess123 I will try that. Thank you!

  • @luisenriquebaldovinomartin8689
    @luisenriquebaldovinomartin8689 4 місяці тому +1

    Hi @andrewhess123, is it possible to create PDF documents of more than one page with this process?

    • @andrewhess123
      @andrewhess123  4 місяці тому +1

      I don't think there is an easy out-of-the-box way to do this yet. The PDF function is experimental maybe Microsoft will make it easier in the future.

    • @andrewhess123
      @andrewhess123  4 місяці тому +1

      I saw something about {ExpandContainers:true} but I haven't tried it exactly yet.

  • @MichaelDeBlasis1369
    @MichaelDeBlasis1369 2 місяці тому +1

    Will this work for multipage documents or should I stick with word templates and content types for that?

    • @andrewhess123
      @andrewhess123  2 місяці тому +1

      mdizzle! Thanks for watching again. as far as I know this is good for 1 document but.. this is in preview. Also there are tricks to printing more than one pdf and then combining them later.

    • @MichaelDeBlasis1369
      @MichaelDeBlasis1369 Місяць тому

      Thanks Andrew! I ended up using a flow to populate a PDF via html to pdf conversion. The formatting isn't great on the PDF but it works as a nice invoice receipt that's automated. For multi page docs I'm using the populate a word doc flow I learned from you. This works well for multipage docs and all users need to do it export the word to pdf manually once its ready. Its still a huge time save over having to manually edit these documents. We have a good deal of paper work so these are all helpful. @@andrewhess123