Microsoft Power Automate Tutorial - Microsoft Word Connector
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- Опубліковано 5 вер 2024
- Whats up friends!?
This week, me and MVP Daniel Laskewitz look at the new Microsoft Word Connector and some of its functionalities. Follow along and see how you can use this technology for yourself and your organization!
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Much Love from me!
- Jon
Repeating tables. Pleeez
Hey Rod, check this out - ua-cam.com/video/VYs-SnflUpQ/v-deo.html
Fantastic job. Flow savings lives since 2015..
Haha, trying to replace everything!
Nice movie, Nice Microsoft Flow feature, and Nice blur of background 😺
Thanks Yoshihiro!!
Jon. Firstly, many thanks for all the videos and support. Very informal and fun. I’ve learnt loads.
But I’m not seeing the love for this connector, particularly given it’s a pay for version. The only element I can see paying for might be the PDF converter, but you can already do this in OneDrive for free, and you say this is buggy in its use in SharePoint.
I created a solution like this, without having to pay to use this connector. I did this by creating master word document in a SharePoint Library that has metadata for the fields/columns like “bonus to” and “bonus amount”. You then edit the master doc to use the SharePoint metadata to replace relevant fields in the word document. Then in your Flow you create a copy of this master word document in the same library (new unique name) and update its sharepoint metadata/properties, fields “bonus to” and “bonus amount”. Then when the document is email, open, or in my case, bounced through a Flow drop off/ pickup in onedrive that does the convert to pdf, it will have all the fields filled in. Job done.
I accept this is a few extra steps, but in my case the sharepoint library of the files and the metadata is useful, as I point Power BI at it to monitor how many bonuses have been given out per business, department, average bonus values etc.
This Word connector is quicker and the pdf within the sharepoint environment is better for enterprises, but it would need to do more for me to at it to out DLP and support users requesting a paid for licence.
I’m happy to share the solution or understand the roadmap for the connector more.
Keep up the great work,
Yours, always listening and learning.
Graham.Sheeley@atkinsglobal.com
Awesome! I am using part of this as consequence of a approval flow which trigger is MS Forms. The requestor fulfill a form requesting a Corporate Credit Card, after that goes to a managerial approval. If approved, fires notifications and emails for all involved and also fulfill as Word Template protocol, which is sent to the requester to deliver signed to receive the corporate card.
That is so rad! How’s it working for you?!
@@JonJLevesque all the tests went great. It will be in production in a few days after the company policy regarding credit cards is approved by the board in Brazil. We're at the financial department, not IT, so it was very easy to build, thanks to your videos.
I vote for Images! > Great Video > Lots of business use case
You want to put video into the documents? or just images? and then saying great video? haha
@@JonJLevesque Yes to I want to put Images into documents and yes this is a great flow video :) My bad, I haven't figured how to use flow and the translator connection to help me translate my words to simple English YET but with the speed of flow features being deployed, it will be very soon
when is the images function coming out?
@@DanielLaskewitz thanks
This is very much helpful. I was able to populate WORD file. it made my worklife easier. Better than Mail Merge. Thank you so much!!!
You are so welcome!
You should mention that the word connector is a premium feature.
He is...
You should pay attention because he did
Thanks a lot for the video! Very helpful :) I have been having issues with the template, it was sorted out after watching your video
hi, how did you fix the issues with the template?
Superb!! Thanks for the extra knowledge on design [in word] too.
You are very welcome!
So I used the first part of the video but made a slightly different template model. Rather then a trigger I used s Microsoft form to take the user to a specific template.
1. Create a drop down of all your template titles in Microsoft forms.
2. Create new sections and populate with queiries to complete your various templates.
3. Use the branching options on the first drop down to link your drop-down option to the relevant template section.
4. Use switch function in flow, to create the process in the start of this video for all your templates . Make sure to use the exact name as in the drop-down box.
5. Go on holiday, when your colleagues needs a template they go to the form, choose the template , complete the questions and boom a ready made template in their inbox
Hi this is exactly what I am trying to do. Can you share the information on a video of how you did this? Thank you
@@rashmidangol6398 I'll write it in here in a bit
@@rashmidangol6398 its quite simple.
1. Create a form and the first drop down option (which I called choose a tempate) has to list the name of your templates. You need to note what you exactly write down here. You then use branching on this drop down to create questions for that template.
2. In power autotmate have a new response when submitted and have the above form chosen. Next item is get response details.
3. Choose the switch function and choose the choose a template option.
4. You will need each switch funnel to be equal to the template name in point 1. We will call this first funnel letter to client.
5. The next thing to to in letter to client is insert Populate Word Document template and and fill in all the necessary fields with form responses.
6.I then have a file created on a sharepoint site following the population, just in case I need to reference it in the future.
7.Send an email with the attachment to the responders email. Copy and repeat for each template funnel.
Great to see this work.
I agree. Its a long time coming for sure.
Thank you, very helpful!
You’re very welcome :)
It's amazing and very useful video! Thank you very much!
Two years down the road can you use this technique to run a windows desktop style mail merge on the web from csv/excel and produce a set of documents to be printed without the need to have office installed locally ? Thanks
Wow,,, this is awesome!!!! thanks a lot for sharing it
I've had a heck of a time passing along tables, in most anything. I've figured out that if I format html- I can put a table into most anything.
Eric - were you able to insert an HTML table into Word via Flow?
Excellent - very helpful!
Hello Jon.
One question please... Is there a way to insert images in the footer or header of Word without resulting in the message "Cannot display image".
I used the premium connector of word and inserted the content of the inagen, but it still returns the error message.
Thank you very much in advance.
this is amazing, is there a possibility to use Kobo toolbox as a trigger so when I collect data on the field, the flow will create a report from the collected data?
The video is helpful. But I've a query.
The action- "Populate a Microsoft Word template" is a premium action. I used this action in my PowerAutomate flow as a trial user to generate documents. May I know how long this action will work for the flow?
Great tutorial, and very helpful. The only issue I have is inserting hyperlinks into Word documents. I can add the actual URL without any issues, but I wonder if it is possible some how add a Click Here text with the actual url hidden. Thanks.
The links mentioned at the end don't seem to work. Where else can I get documentation on adding rich text controls and doing repeated tables? E.g. I want to know if I can go to level 2 i.e. parent record, show many children records in table 1 and show even more grand children records in table 2. Thanks!
I have a Plain Text control that I want to populate conditionally with multiple items.
How to add line breaks???
Jon...... Do you have a course or tutorial set for power users?
WORD XML and Document Control?
Has images and tables been added? If so is there another video to show this?
You know i am not sure, i haven’t touched all of this in a while
@@JonJLevesque what is the best way to dm you?
Thanks for the video, Daniel & Jon! Awesome demo of the Word connector in Flow! Regarding the integration with SharePoint instead of OneDrive, will it work with expression to minimize the bugginess? Also, I can SharePoint integration possible with pointing the PDFs to a SP library. So before sending an email of the PDF, perhaps sending the PDF to a SP library? p.s. love that it was broadcasted on Teams ;)
Thank you chrissy! SharePoint should be working fine now as well
Hi Jon, great video. Are the wishlist already available this 2020?
Great Video - I now have a flow at work which populates a contract template from data on a spreadsheet, emails them out and saves them to a file. However there is one things that could make this even better. I have different templates depending on persons job title. Could I create a flow which reads the job role and selects the corrects template to populate?
Thanks
David (UK)
Is it possible to generate specific fields from an excel, based on a condition?
Jon- Thank you for this helpful video... If i have my data in Excel or SharePoint list, can I pick up (Name and Email etc.) that data source, add to Mail merge letter and then send emails from Outlook? Please give you guidance and share your template if possible.
Do you need the word connector to compile content from a word document and place it in an excel spreadsheet, or create an xml file? We need to do this without the premium components if possible.
you are rock!
Hi Jon
My big headache is I want to put several lines from a SP list into one Word document. So create an invoice where I select a customer and everything associated with it gets populated. I hear it was on the wishlist.. has this happened now?
Does anyone know how I get to design mode in word for mac. I can find the developer option, but design mode is missing.
I work with the newest version of Word.
Yes!!! I am having the same problem
Will have to try that out, hopefully I can stop using the mail merge tool in word now.
Andrew, let us know how it goes!
Hello Jon!! The video is very good. However when i insert the document in flow it should appear the fiields automatically ( in your video- sender, name and amount) and in my document doesen´t appear. You know why?
Regards
I want to export 1 row of SharePoint list data value to a word document dynamically without using Word Template. Is that possible as I do not have access to premium connectors?
Why not do this directly with Adobe Acrobat forms and Flow, without using Word, since the end result is a PDF?
Thanks for the video .. I have one query can we add password to a word document using Flow .
Hmm not that i know of.. no
Hey, I tired this with my word version on Mac, the developer looks a bit different. When I create fill in spots for the text and then add the document to my flow, it says that it not contains template elements. How can I fix this?
Thanks!
im trying to bild a word document with a lot of paragraphs and topics. how do i do this!!??? and i have an app, from power apps, linked to a sharepoint list, and the final product is a word document that needs to be filled with the data from the sharepoint.
(sorry about the grammar)
I Have done same thing, the flow is running successfully but the data is not pasting in the word document.
What could be the problem??
Get Error--> The file you are trying to access is not accessible by the connector. Please make sure the file is not opened by another process.
That’s an easy error to solve. Close the file.
Can you insert pictures into the word as of yet?
Can you help me? Word no me aparece en mis conectores despues de buscar en las listas ¿sabes por que?
Can multiple people work on the same flow at the same time or this is a single user operation?
They absolutely can! Add them as an owner and it becomes a Team Flow
@@JonJLevesque I do not want a lot of people on the flow, so I did a workaround.
Use a form to add data to the list and then trigger the flow from the list. It became sequential instead of a parallel operation. Worked like magic. Thanks for the video man.
This is nice connector but how it will act if i create flow under my user account which has P1 license and the flow is trigered on a selected item action. Will it work for end user?
Each user that would trigger this would also need a p1 license
@@JonJLevesque would it make diference if i change it to when a new item is created?
Does it work with repeating control? or is there a video for that?
There is a part 2 that shows that off! ua-cam.com/video/VYs-SnflUpQ/v-deo.html
Hi, I am having trouble finding the not yet created word document in the Word to PDF step. Do anyone have a solution for this?
Hi @jon, can you help me,
trying to replicate this tutorial with my project but unfortunately the temporary files doesn't shows up, and another question if you see on your side that the action e.g coverting it on pdf is premium, do I need to upgrade my plan?
Additional info, data is coming from sharepoint
Thank you for your help.
Thanks for a great video.
Is it possible to add a dynamic property to the Convert Word Document to PDF for the File parameter (you just selected the file from the menu). If we can't use a dynamic property then this flow connector is completely useless. I've searched the web, and seems as though you can only select the file manually :(
Also, can't believe that Microsoft have made this a Premium connector - for such a useful scenario that many people want. Unfortunately, workarounds seem to be the only option at the moment for us as we can't justify the cost.
This is awesome and something i have been looking for. currently working on forms that involves steps of approval and at the final stage required the details to be sent to requester as attachment. But one more things please. on one of my form. i need to send a 2weeks, 1week then a day before the deadline if the approval request has not been addressed. i have tried i could, could you please assist with a link or anyhow you can. will really appreciate. thank you in advance
Jon, thanks for the awesome channel, and thank you both for a great demo! I’m creating one triggered by a new SP item. Is there a way to collect an attachment(s) to the SP list item and insert it into the Word template? Thanks!
I should have specified that like some other commenters, I am trying to insert image attachments (from the SP item) into the Word template. I have failed an incredible number of times, so if anyone has accomplished it, please let me know!
Daniel Laskewitz Thank you!
how to ad images?
This is a great connector, but unfortunately it fails when one of the variables from your Sharepoint list is NULL. Have been able to find a solution or work-around for this. I thought about making the field required so that an individual would have to fill something in, but this isn't always practical.
How to get powerapp inputs to populate a word document ?? help
Can't get this to work! Flow fails on convert file, any suggestions?
No me aparece word en la lista de conectores
Does anyone know of an alternative to using MS Word as a connector. My company is unable to obtain the premium license to use the Word connector but I still would like to auto-populate docs from flow?
+Zak Susi there is no way around the P1 for this, sorry.
sucks that it's a premium connector.
Content starts around 4:40
ua-cam.com/video/Zzm965PlYl0/v-deo.html
Doesn’t Google do all of this for free?
Doubt it.
does it work for a multi line text, rich text, getting it from a sharepoint list? HEEELLLLPPPPPPPPPPP
is there away to take information from an excel or sharepoint list to a word docx? also can it be done on a Mac ( Content Controls (Developer) are not available in mac) ?
Yeah absolutely! You can move data from any place Flow connects to
@@JonJLevesque how? Do you have a video that show this with a mac? I'm stumped!
support.office.com/en-us/article/show-the-developer-tab-in-word-e356706f-1891-4bb8-8d72-f57a51146792?redirectSourcePath=%252fen-us%252farticle%252fshow-the-developer-tab-in-word-for-mac-0c0778a2-fa91-4b75-9164-0685ae00e9b4&ui=en-US&rs=en-US&ad=US this should help
Hey Jon... How do I powerautomate a Microsoft Word which has 5 sections (5 users) .. so for example, section 2's work is dependent on section 1 and 3 on 2 .. and so on... I want to send a notification to each section (email) upon finishing of each section.. so for example section 2 gets a notification when section 1's portion is completed... Then when section 5 completes their portion a PDF is created from the same word document and it would send the whole document for approval to the manager ... is this possible? Please help!
That is possible, but would require you to store a document state, and then by some mechanism kick off the next stage..
That could be done lots of ways, but yes.. it’s possible.
@@JonJLevesque could you please guide me through the steps or maybe show me an example.