Learn how to send SharePoint List data to Word Documents and PDFs using Power Automate

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КОМЕНТАРІ • 38

  • @rikkers258
    @rikkers258 11 місяців тому +1

    This is fantastic, would love to see the automated flow for the calculation of line items to invoice.

  • @s961201
    @s961201 8 місяців тому +1

    Awsome video! You explain well and appear very knowledgable! Thanks. I can't wait to start my little project!!

  • @jasrasr
    @jasrasr 7 місяців тому

    I am totally geeking out on what you just showed. I am not sure how I have not seen your videos. This site for buttons and such is amazing and I will definitely check that out!

    • @SharePointSmart
      @SharePointSmart  7 місяців тому

      Glad you liked it - there are lots of cool templates at SharePoint Dashboards site. 🙂

  • @ScotTheGr8
    @ScotTheGr8 Рік тому +1

    Thanks so much for taking the time and effort to lay this out and explain it so well! Very appreciative!

    • @SharePointSmart
      @SharePointSmart  Рік тому

      Hi thanks for your positive feedback! You might be interested in attending a webinar on this topic next week: www.infowisesolutions.com/webinars

  • @CINsyg
    @CINsyg Рік тому +1

    Great video, you could use get item to awoid the outer apply to all

  • @hendrikvanzyl8420
    @hendrikvanzyl8420 Рік тому

    Great video - been looking for this all over - great Job...

  • @timchurch4377
    @timchurch4377 10 місяців тому

    Great video! Where do I find the plain text content control on word for mac?

  • @dekiblue
    @dekiblue Рік тому

    Very nice tutorial, thanks. Please consider using the headset, or moving your mic away from the desk, because when you type the sound of you pounding the keyboard goes to the mic and my eardrums suffer - or have the text prepared and just do copy/paste. Thank you.

  • @notorioussamurai1671
    @notorioussamurai1671 10 місяців тому +1

    Amazing work, I thought that printing into word in a controlled manner is not possible with P/A!
    But would this work to some complex meeting schedule sharepoint list which has:
    1. Links with files like pictures and graphs in PDF
    2. Uploaded annexes in the field (either PDF, excel or word)
    Is it possible to print those points 1.2. in a continuous print?
    I see that the day of the meeting and name is easy peasy but saving people from opening all the contents would be cool.
    If its not possible with powerautomate (the data types are really crazy) is there any other way how to view this all at once in Sharepoint?
    Thank you!

  • @bobbirowlett6728
    @bobbirowlett6728 Рік тому +1

    This video is great! Is there a way to bypass the button alltogether? Desired flow: Form submission received, triggers for folder to be created in SharePoint, update the list with the folder url, get items to populate Word doc and save the document generated to the SP location same as new folder created in earlier step? Big ask, but I think it should be possible. Asking you, the expert. Thank you!

  • @arthurnami5295
    @arthurnami5295 11 місяців тому

    Great Video, and tested the hyperlink button aleady, which is working fine, hower was not able to set up the button, that includes the link from the invoice to the line items and feedback or more guidance to that is appreciated

  • @anandbhagat8177
    @anandbhagat8177 5 місяців тому +2

    "For selected item" Action or template is not available .can you help?

    • @sajeedismail
      @sajeedismail 5 місяців тому

      I have the same question

    • @SharePointSmart
      @SharePointSmart  2 місяці тому

      If you skip past the first screen, you should be able to find this trigger type.

    • @SharePointSmart
      @SharePointSmart  2 місяці тому

      If you skip past the first screen, you should be able to find this trigger type.

  • @shenalhooks
    @shenalhooks Рік тому

    Hi! Thank you for this video. I'm unable to locate the "Get Lines" action option. Does that me I dont have the ability to create this flow?

  • @DavidC659
    @DavidC659 Рік тому +1

    Hi, thanks a lot for the helpful video. However, I have a question regarding a small part of your video: at 9:37 you click on the button "lines" to filter another list based on that specific invoice. How do you configure that button? In other words, what is the hyperlink that you put for your button to work that way? Thanks. David

    • @SharePointSmart
      @SharePointSmart  Рік тому +1

      You need to filter the line items list to a specific invoice number. Use the URL for that filtered view to use as a dynamic URL in the invoices list. The button templates are at sharepointdashboards.com

    • @DavidC659
      @DavidC659 Рік тому

      @@SharePointSmart Hi, thanks a lot for the useful answer. It works perfectly. However, is there a way to automatically generate that url within the button? Or do we necessarily need to manually configure the button? Thanks in advance. David

    • @SharePointSmart
      @SharePointSmart  Рік тому

      @@DavidC659 You just swap in [$ID] in where the ID is from your URL for the JSON button.

    • @mnu.vision9866
      @mnu.vision9866 Рік тому

      What do you mean exactly by that?@@SharePointSmart I also don't understand how this buttons really works. Can you help us please?

    • @jonorth5814
      @jonorth5814 8 місяців тому

      @SharePointSmart - Hi there - I am trying to work out the steps here, do you create a hyperlink column@@SharePointSmart and if so what is the hyperlink you use in each item?

  • @heba77777
    @heba77777 10 місяців тому

    thanks can we do print for all lines all in one word doc it multiple the template in the same word file ??

  • @YasminBello
    @YasminBello Рік тому +2

    When you add a new invoice how does lines link (hyperlink) automatically update? And when you click on the lines link it takes you to the next list… please help out on this process

  • @paulmcburney7773
    @paulmcburney7773 Рік тому

    this is a great tutorial however in columns that are enhanced rich text do not convert to the word doc as readable text. do you have a work round for this?

  • @s961201
    @s961201 8 місяців тому

    Hi - it drives me bonkers - where do you get value from in Apply to each Select an output from previous stages? What is value? In dynamice content I can fetch my sharepoint list fields? @17:14 min

  • @JeevanKumar-ir3io
    @JeevanKumar-ir3io 9 місяців тому

    Hi
    Great video and thanks for the detailed explanation.
    However, could you please explain how to convert populated word document in SharePoint to Pdf.
    I tried with "Convert Word Document to PDF" and it is not working.
    Kindly help.

  • @jaysonestimos5815
    @jaysonestimos5815 Рік тому

    Hi, thanks for the very informative video. But you did not show how to connect the data from list to word document. Can you make a video for that?

    • @SharePointSmart
      @SharePointSmart  Рік тому +1

      Hi Jayson - please rewatch the video - this is done in Power Automate.

  • @manzoorahmadsiddiqui4530
    @manzoorahmadsiddiqui4530 Рік тому

    Is the generated PDF editable?

  • @yocopop
    @yocopop Рік тому

    thank you for the information,, very helpful, however how can we send picture taken (taken in powerapps) stored in Sharepoint List to Word? thanks in advance