A tip someone wrote on Twitter @RouxJMM: I noticed that pdfs are getting cached (even if the gallery is refreshed). A quick fix (millis): Substitute( Gallery1.Selected.Thumbnail.Large & Text( Now(),””), “/thumbnail”, “/pdf” ) @paspuggie48 check out @mattbdevaney has some great tutorials as well.
Fantastic video. Quick question. I have a gallery which links to the SharePoint List these word docs are saving to. I then have an attachment control that says Gallery1.Selected.XXX. However, I can’t quite get the items property code to work. In some instances they show the word doc symbol, but then can’t be opened when clicked, any ideas? Many thanks in advance, and apologies if I have been unclear.
Hmm, my guess is document attachments can be more tricky in SharePoint lists than in Document libraries. When there are multiple attachments it gets hard. Here is an example of opening the First attachment with Launch: powerusers.microsoft.com/t5/Building-Power-Apps/Open-SharePoint-List-Attachment-from-PowerApps/td-p/392714 But if you wanted this to really work well, I would put the documents in a document library. Here is another example of Matthew Devaney recreating a document library in Power Apps: www.matthewdevaney.com/sharepoint-document-library-in-a-power-apps-custom-page/ Hope this helps some? Thanks for watching!
Hi Amdrew, When I'm scheduling the flow, the dynamic content option isn't available, so I can't select the ask in power apps option. How can I fix it? when I select the document that is stored in Site Assets, the legend "No dynamic content available" appears
Also, the ask in Power Apps part was changed by Microsoft with a Power Apps V2 Trigger. You can no longer "Ask in Power Apps" due to a change by Microsoft
@@victoriaestefaniaquinones6294 I have another video or a few videos that use V2, its not much different but in this video I use a Word Document Template instead, but the main point that is different is the V2 trigger: ua-cam.com/video/Z6ecHW51U5k/v-deo.html&t
I have folders inside of the document library and the documents inside of the folder. Is there a way to double click the folder name in the gallery to show the documents within?
Can this method do repeating sections of varying length? Example: Invoice has 3 lines, Invoice has 10 lines, etc. Also, can it accomplish adding images to those repeating sections? Images are one reason I can't always use the Populate a Word Document action in Power Automate.
Hi Matt, thanks for watching, love your content and everything you do. No it can not do repeating sections and it can not do the images. This is where I think the premium connector is needed.
@@andrewhess123 I was about to ask the same question. I like how your method integrates in Sharepoint, so is it any way i could implement the premium connector in that flow? And - why cant it do repeating sections? Isnt there a method through the app that could loop the command with two different project names, if you will, in the same defined field?
@@danieljohannesen9691 Hi Daniel, yes 100% you can implement the premium connector, but what I believe Matthew was asking. Also I'm assuming is, Could it fill out a dynamic amount of repeating sections, sometimes 3 pages, sometimes 7 pages. Using quick parts those "parts" are set in the template in the exact spot. Probably through Power Automate you could change the template based on the sections. In all my opinion, everything is possible with O365 & the power platform, it just depends on how much custom work you want to do, or need to pay for.
I was able to populate several documents using a for each action in Power Automate. Instead of using a form to populate a single document, I got it to populate a document from each record in a gallery.
Hi. Thanks for sharing this video. I got it working with content types and quick parts. I have it create a new file from template and in the PDF viewer I can see the file and its entries. However, if I go into the sharepoint library and click on the new file, it actually shows me the quick parts and not the entries. IF I use automate to send me the new document via email I have the document and entries. If I open in sharepoint or just click on the file from power apps like this Download(ThisItem.'Link to item'). An ideas?
@@andrewhess123 Thank you for taking the time to reply. If you are referring to Library settings->more library settings->Advanced Settings and choose "Open in the client application" under "Default open behavior for browser-enabled documents:". It does not seem to work. Are you referring to another place?
@@andrewhess123 so basically this sharepoint library is set to client application, yes. If I use Launch() in power apps to view the file in word on client side, we can see the entries, but we cannot really modify the entries. This is in effort for the users to be able to open this file in word and make some finishing touches. Because of quick parts, it feels like you cannot go into the doc and change those data entries as static information, after. It looks like the only way to change the data entries for that file is by changing the entries in power apps and generating a new file from the template. I hope this makes sense. If there is a way to edit the word doc after its generated without having to go through power apps, this is what I am looking for, in case users like to do finishing touches... thanks for reading
Hi Mauricio, you would have to match the inputs just it as Shane Young was showing in his newest video. So this would take me an entire new video to show how it would work. Maybe something I can do in the future 😀
Any chance we can add an html table to a word document? I am looking to use a condition to look at multiple columns in a row for a true or false value, after a get items. Then put only false columns into a html table. So- is a category in or out of scope, then only show false in a table in the document. Not sure if possible to put html table into a column in the manner of your video, but looking for options to accomplish this without showing all the columns and the true or false status in one table- which I am doing currently. Really I only want to show the false items in a table in word. Seems to work for email, but can't figure out word. Thanks.
Hi Susan, in order to do this you will need the Power Automate Word connector most likely, which is premium. There are other options like going straight to PDF and putting your html table there which is not premium. But currently the print to PDF function is limited to 1 page per print.
Great video! Is there a way to update an old “recipe” vice creating a new one? I have another page that pulls the content in, but can’t figure out to update vice save it as a new one.
Hi Chris, yes you can update. If you go to Library Settings > Click on the Content Type > Advanced Settings, you can get to the template and there is an "Edit Template" button.
Hi Sophia, there may be many different ways, but IMO you need the premium MS Word actions/connections, here is 1 example: softchief.com/2022/10/12/embed-image-in-word-document-dynamically-using-power-automate-from-dataverse/
Hi Andrew, thanks for the wonderful video, could you please tell me how can we achieve pasting tables in the sharepoint fields with all the styling intact except creating fields for each row, will that be possible
Hi sam, you could use a multi-line text field with rich text on. This will accept HTML and you can paste an entire table. This will most likely not work in your document though. If you want this table to go into a document you most likely will need some 3rd party application.
What if the intelli-sense doesn't display the format you are demoing here? When I hover, it displays run(text, text_1, etc.) with {File:Record} at the end of the expression. I don't get the Createfile_FileName prompt. I am using V2 with the input triggers.
The V2 is a new updated trigger in Power Automate and is handled differently. I go over using the V2 Trigger here: ua-cam.com/video/Z6ecHW51U5k/v-deo.html but this video is a little different than this current one.
A great video and very well explained. I have two signature fields in my form, which I have also integrated in SharePoint according to your instructions. Unfortunately, these are not listed in the document in the quick modules. When I open the document, the two fields are displayed on the right under the properties, but I cannot insert them into the document. Can you help me with this?
Hi Andrew! Thanks for sharing. I am having trouble opening the word document. It says that is corrupted and I can not work with it. If you have any suggestions I'll appreciate it. Thanks again for teaching ☺
Hi Sofia, so I have seen this happen a few times and many of the times there is no solution, but here are the options that Microsoft Recommends: learn.microsoft.com/en-us/office/troubleshoot/word/damaged-documents-in-word
Thanks for the information. It is working perfectly as you show it. I am trying to to a multi-step form, because I have around 25 or so fields i would like filled out, and i am not sure how to go about it. All the examples of multi-step forms use patch. Any ideas?
Hi Matthew Fox, (one of my favorite actors from Lost!) When you say multi step, do you mean on separate pages? There's a couple ways to do it, and probably the best way is to gather a collection and store it in the memory of the Power App, then to patch the collection on the last step.
When we use the premium connector populate to word template there is an option for repeating section content control, to dynamically fill tables. Is there any similar option with quick parts?
Hi Andrew Thanks for the video, Just a question lets say I have a table in word template with 4 column quick parts now these column will be having multiple values coming from sharepoint one by one is there any way that quick part captures all the values and add automatically rows as in "repetitive section control " in content control. I used your method but for table thing my data is getting override by new data and does not giving all the values. please help
Hi Himanshu, you would not be able to do this with the quick parts unless it was HTML and then converted it, but that's a workaround. In order to do this you could do a PDF instead with a repetitive section control , or use a Premium License of MS Word. I have many different videos on the subject.
You can use excel with Power Automate and fill it out without premium connectors, but to use the document properties and fill out the excel form, I don't think it can be used that way.
Hey man love your videos thanks for everything. Quick question any idea on how to print the PDF viewer? I know its still experimental but i tried a couple of things and nothing worked ( I am sure there's a solution that might went over my head).
Hey mdevil, sorry for the slow response! There's a portrait print template screen, when you check under new screens that could help? I also have a video that may not be exactly what you are looking for but does print pdf: ua-cam.com/video/wrY6AbNzsiY/v-deo.html
Hi base, yes but you will need the Premium Connector MS Word Connector to do it automagically like in this demo. Or you can do it completely in Power Apps without the MS Word connector and build a document template that saves to your SharePoint library. But there are issues to overcome when you do it this way. And will get to your other question about HTML, just will take more time to think about it 😀
I see you have posted a video update -- so posing my question on this one (as well) -- I think what i have found is Rich Text does not work in document libraries (you will get HTML code) -- is there a method to link a template to a List vs a library? My use case is purely the need for a word doc export from a powerapp... so users ideally wont be touching sharepoint and would only need the docs for archival purposes -- so the template becoming less dynamic isnt necessarily an issue for me -- any ideas?
Hi Alex, With Power Automate you could move the document to an attachment column in a List, if that is what you are asking. Yes, the html code will be written in the word doc. It may be possible to convert it to a .html file though, in Word. (I haven't tried this) And for List vs Library, You probably would not even need to use content types you could print to PDF straight from Power Apps. Unless it's many many pages. I think using Power Automate in some way could be the easy way out. There's lots of options but it's hard to say which is the best option without seeing the entire solution/requirements.
Hi Andrew, this is an amazing video. But I have a question, I have built SharePoint lists and PowerApps. I need help in populating the invoice from couple of SharePoint lists in the same website and the filled invoice must be saved in a SharePoint library. And, yes there may be repeating sections. Is it possible to achieve as per your instructions above?
It's not technically possible, to be done easily, but there may be some workaround using Power Automate. These templates are use the quick parts which are set in position at their exact location. You could maybe use Power Automate to do different ways based on a condition. But probably this still would not be ideal.
Hi Gopichand, I would not know the steps that would be totally custom based on your requirements. It would not be straight forward but most likely a custom work around based completely on the requirements of the flow.@@gopichandkunamaneni5790
Yes, with a SharePoint library you could create the form there. Power Apps is just the "cherry" on top. If you did a SharePoint list you would need Power Automate to move the data to a SharePoint Library, because the content types are of type "Document".
@@andrewhess123 I have a form that updates to a Sharepoint list and I have a Staff Landing page with a gallery to display the selected transaction and be able to edit. I would like to add a button that takes this data form the form (Sharepoint list) and fills out the Word Template and downloads the Doc. This would be a really good video!
@@victoriaestefaniaquinones6294 Sounds totally do-able, very similar to doing with Power Apps just a different front-end. The staff landing page with a gallery? Is that Power Apps gallery? or a different type of gallery?
@@andrewhess123 Sorry I'm new to Powerapps, so I'm just learning the correct terminology. But yes, a Powerapps gallery. We have created a form in a different screen for users to submit and this form is connected to our Sharepoint list of PCard transactions. Our staff landing page has a gallery to be able to select from current transactions in the list and another gallery displays this specific transaction information from the form/Sharepoint list and we are able to edit/update the Sharepoint list entries on this Staff Landing Page. We also want a button, though, that would take selected data from the form and populate the given word template, so that we can download and maybe even also have it send to a document library that will store all of these forms. I have watched all your videos and tried to adjust them to my specific scenario - but I am stuck! I might just have to buy the Premium to make it easier. Any tips would be greatly appreciated! Thank you for your response! :)
@@victoriaestefaniaquinones6294 Hi Victoria, This may be a better use case for premium I do agree. Going around premium is not always the best option, but for smaller use cases it could be. Have you tried doing a PDF instead of a word document? That may be another alternative before going to full premium.
One thought is one of the properties or columns set as read only? Microsoft Word may fail to read the content of a document if it is in read-only mode. This may be a word version issue? Or using Windows 11? There's a lot to try to figure out why it is unreadable. My suggestions are: First open a New Word save to pc, no problems? Then try to create a very simple template with only 1 property in the document, then create a larger more professional production template.
@@andrewhess123 Yes, just when I finish the flow and create the file in a SharePoint folder, when I open it the message appears. I also had the file sent by email to see if anything changed, but nothing changed.
So you can try to do it without the Power Automate part too, can you create the document in SharePoint? (Select New and your content type name) Then Open in the client (word) edit, and save?@@barbarasla6577
Can this be done with JSON data passed from powerapps? For example have the template uploaded like you do, then on the press of a button pass the data from 10 or so fields in JSON to power automate, then use that data to populate the fields in the template?
Sounds possible, as long as the data gets populated in the columns. No matter what method the data is written, through SharePoint quick edit, through power automate json, through a form. If the column data is in a simple data type (single line text, number) it will be visible in the Word Document.
I appreciate you sharing this information. I am currently facing a challenge with my task. I have powerapp, users submit records with 5 to 6 columns such as Title, name, submitted person name, submitting record date, AddImage (where users can add an image), post submitting this powerapp form, the data should be saved to SharePoint and the word document should be updated with all the mentioned columns. However, I am currently stuck at the following point: I would like to add the image from the AddImage column (along with the other columns) to the document and send an email for approval with the attachment of updated word document from the powerapp details. I kindly request your suggestions on how to achieve this.
Hi Amol, I have a few videos on the topic the way to do it without premium licenses is to create a pdf document but the limitation is 1 page. Another option is to use the Premium Word Connector and Premium Power Apps Licenses. Here are some of my vidoes where I discuss the topics: ua-cam.com/play/PLmA98H4-M_cMJHpo68DuJXHzUqXRFIF5o.html
Hi, love your videos! So helpful. My only issue with this is that the Ask In Powerapps doesn't appear in my Flow, unless I add an Input. I have Power Automate Free, which should have the Ask In PowerApps option. Do you know what the Input should be? THanks
@@andrewhess123 Hi Andrew, I've just done the other video, its great however it is premium license. Wonder if its no longer to do it without the premium license?
Hi MP, the word step is a premium connection. But the Power Apps V2 Trigger is the part that you were stuck on? The "Ask In Power Apps" part was replaced with Power Apps V2 trigger@@MP-py7pt
Hi Andrew, great video. I have followed and able to update the values but the only issue is with multiple line of text column type which is enhanced rich text . I get the values from another master list and i am updating the values into document library list for the multiple line of text . But in document library the values are showing as sample data for the multiple line of text. Similarly its showing same values in word document as well. I used HTML and rich text editor controls in power apps too . Their its showing perfectly but while creating docx file using power automate all this happened. Is their any way can we update html forma data values without using premium connector? Kindly respond as soon as possible. Thank you!
Hi Reddy, there is an action in Power Automate to convert HTML to text. It is in preview though currently: learn.microsoft.com/en-us/connectors/conversionservice/ You might run into issues if your multi-lines of text is more than 255 characters too and you try to move it to a single line text.
Great video, thank you so much. Quick question, if you use quick parts and content types the documents has to stay in SharePoint right..? if you email the document after data populated user would not be able to see the data right...?
I believe and you have to double check me, the data will stay there. It is saved in the properties of the document. If you want to up date it or change it, thats when that connection would be lost. I think emailing the document would work, but its been a while since I've tried, you should probably test it.
Great Video Andrew. I am trying to populate a word file starting with the Powerapps V2 trigger and importing a collection. Importing the collection is fine. I have the JSON parsed and tested it by exporting HTML and CSV files, headers and data are working coming through fine. Cant sort out how to get that JSON output to something I can get into the template. Any ideas? thanks!
Hi Jimmy, so if you can use Power Automate to populate columns from the JSON and Parse, you could populate Word using the ideas from this video. So you use Power Automate, JSON, Parse, then write to SharePoint, if those columns metadata are attached to the document then it should auto-populate.
If your looking for any video Idea I would like to request something on best practices for patching. Using a button vs on change property with perhaps a timer control to allow the user time to make the changes. I also see ideas about adding on change logic so the app can track changes and notify users who have forgotten to use the save button, and are navigating away from the screen. HEHE I know this is a lot but I don't see a lot of videos on this and you would think that it would be more common. I thought of it when i set a patch function on a text input and it was patching on every character press. So annoying... SO this is what I found in researching workarounds. TIA
I just completed another really interesting concept/idea this weekend. I created an Invoice in HTML using GPT4, and added dynamic content to it. All for the purpose of using a flow to merge it with client dataand save it as a pdf for free. But here's the kicker. The line items are created in an expense section of the same power app. The expenses for each client can then be loaded into a collection, and the HTML code itterates through each item to create a line item on the invoice!!!! I'm very proud of that as I'm not a developer and only 2 months into learning all of this. ;)@@andrewhess123
Andrew hello again, sorry for bothering once more 😅 I encountered a new issue with the pdf viewer. I do not know why it is not displaying the word document the error message it outputs says as follows "Couldn't open PDF File; Make sure the pdf file is coming from an https link". But this does not make sense since it is stored in SharePoint which already has the https. So I do not know whats going on. Again, thank you for this video it has helped me a lot in my work and if you ever need anything please feel free to reach out I would love to help you in whatever you need. Thanks
Never bothering me, no worries. Sometimes I feel bad when I can't help easily! 😀 Right now I am not sure about this one, I would try printing out the pdf file link to an email to yourself, and looking at that link closer.
This is great and very useful. Question: Once the document has been created, is there a way to edit the SharePoint properties and have that data automatically updated in the word doc itself?
Yes it should be doing that. The metadata is synced. So if you edit the data in SharePoint the document will reflect the changes. If you edit the word document then sharepoint will then see the changes.
is it possible to create more than 1 template on the share point and link all of them to the same app in power app? I may need to extract them independently and not simultaneously How many flows will be needed?
Thanks for sharing Andrew. Really cool! I do see a couple of issues with this which makes the practical applicability somewhat limited. The number of steps is pretty much static. Having to create your steps as site columns is quite ugly in my opinion. Although you explained it very clearly I do think the preparation steps are many and overall complexity quite high. But still a nice tutorial 😀
I easeetarget, when you need multiple lines of text you may need to go to the premium version of Power Apps or Automate. I have not tried this method in quite some time. It may be worth a try and if it doesn't work to instead use Power Automate Premium to populate a Word Document.
Thank you for this video! Do you have a video or method on how to make the quick part label empty or filled with a blank if no data is there? For example, if I am populating the template with form replies, not all form questions are answered. For the unanswered ones, the document shows the quick part label like [step 1]. This would be for several fields.
Hi Norrin, hmm I do not have any videos on this, but a good idea. It depends on how you are populating the SharePoint data. If you are using Power Apps or not.
Thanks for your reply @@andrewhess123 . I am not using Power Apps. Just Power Automate which takes Microsoft Forms responses and populates a word doc template on Sharepoint using quick parts. I had created new content types for the template. Once the template is updated with the form responses the document is converted to pdf.
@@NorrinisraddIn Power Automate can you do a condition probably in an expression that if blank, write null? I haven't done this but it's an idea. It may be even more difficult if they null value is a date field.
@@andrewhess123 thanks for the suggestion. I think this might be where my inexperience comes into play. I was able to do that with one field to test. if field was equal to null the 'if yes' box would update file properties and put a blank space in the field. It would also update the rest of the field properties with the form results. However, I am not sure how to handle it to check several fields that way as there are dozens of fields overall with a portion that could be blank. I feel like that would be a ton of extra steps or conditions unless there's a more efficient way to do it?
Instead of doing the condition step (not sure if you are), you can build the condition into the expression, this was a random site I found: like this one manueltgomes.com/reference/powerautomate-function-reference/power-automate-if-function/@@Norrinisradd
Hi Andrew, thank you for all your great videos! what if we would like to update the word template. e.g., if we want to add a new column, is that possible?
It works perfectly, I am however having trouble creating those choice columns you mentioned. When I make the data value field a custom field add a table with choices for the drop downs and even format them as text the formula for the info path that updates the sharepoint errors out and states theres an error. Asking for your help yet again. 😅
Hello, I was having the same issue. You can leave all your columns in the sharepoint as a "Single line text" and put all your choices only in dropdowns on Power apps. When you create the form, replace the text inputs of the data cards with dropdowns and set the choices in the items of each dropdown. When you call your flow instead of using "Textinput.text" for example, you will need to use "Dropdown.Selected.Value", in that way the power automate will receive a text input from the dropdown to use on you flow.
Hi TechwithRiyaz, Most likely the best way to do this would be through Power Automate. You could do a scheduled flow and I believe there is a Connector to convert Word to PDF. There is also a connector for connecting through OneDrive. There's also a preview feature for Power apps for PDF. I don't have much expierence with it yet but: learn.microsoft.com/en-us/power-apps/maker/canvas-apps/how-to/pdf-function So there's a few ways, just got to find the one that works for you 😀
Thank you for the great video! I seem to be running into the same issue tho. When doing the save button I received an error message saying “invalid number of arguments: received 7, expected 8.” But I only have 6 fields.
So I believe your Power Automate is not working, where you are seeing the error? When you hover over your Power Automate with .Run, look at the intelli-sense text in gray, count each of the columns, make sure they match up. The Power Automate.Run() command and the entire Power Automate is very fragile.
In the video at @20:14 mine says in grey, Run(Createfile_FileName, Updatefileproperties_Title, Updatefileproperties_Ingredients, RecipeAuthor, Updatefileproperties_Step1, Updatefilepro..... make sure to follow that grey text exactly.
What if the intelli-sense doesn't display this format? When I hover, it displays run(text, text_1, etc.) I don't get the Createfile_FileName prompt. I am using V2 with the input triggers.
Hey Andrew, your content is the best out there by far right now… i am having a issue though as my data is being pulled through to the document and columns but to the wrong ones. Where am I going wrong 😢 Thanks again for the amazing videos
Hey, Max thanks! The documents are really fragile. When you go to form settings and look at the template, you can check out the template that was set up, are the quick parts in the right place?
@@andrewhess123 Thanks for getting back to me :) Yes the fields are all in the right place and the first document I filled out in Word has all the information in the correct columns.
@@maximillianboden4032 Hi Max, totally lost then. The first document works? But not the other ones? Maybe it has something to do with the Power Automate? Have you gotten a very simple document to work, before trying a complex one?
Nice. Wondering how to apply this to al larger environment, like 100 templates (category/type of files) files in several languages. Like...?? 1- User submit category, language properties and a few data in App 2- In Power Automate, use a different path for the language and category (eg. ENG/STOCK, FR/STOCK, ENG/REGISTER) to load the right template for the chosen language and category 3- In Power Automate, next step, use Get Items to get more defined properties for the chosen language and category from a Power Automate List 4- Fill the doc properties with result of Get Items (instead Apps) The user only select the language and category, in the App and a few data... further data is fetch from Sharepoint List in between and they are all loaded into the specific template for the language and category. Sadly, there is no way to automate the path for the step 2 above so that's a lot of If statement (if language is this, if category is this, then path is this) I came here actually to see if there is a way to run VBA macro in Sharepoint environment. Currently our system works great but locally (or under One Drive) but guess what, we have no physical .docx file, we generate documents using small UTF8 txt file with data.
Hi Big Bosske, very interesting. I have seen some Power Automates that check for language and then display based on that. I think it was a calendar template that Microsoft provides it had the formulas already in there. Also using Switch statements may be an option but, I assume you know this already. If you can run VBA macros in SharePoint it's going to be through SPFx with custom web parts, or even doing custom components in Power Apps.
I would like to post Text/Images into the word document. I utilized this video "Paste a screenshot into SharePoint Rich Text with Power Apps" ua-cam.com/video/9upbaQmQ6XQ/v-deo.html to import into Sharepoint. I would now like to import those images into the word document. What ways would suggest since that video showed pasting html into the columns.
A tip someone wrote on Twitter @RouxJMM:
I noticed that pdfs are getting cached (even if the gallery is refreshed). A quick fix (millis):
Substitute(
Gallery1.Selected.Thumbnail.Large & Text( Now(),””),
“/thumbnail”,
“/pdf”
)
@paspuggie48
check out
@mattbdevaney
has some great tutorials as well.
Thanks for recreating this Andrew. Your content is looking better and better! Day one subscriber here! :😄
Wow, thanks so much bee!
Fantastic video. Quick question. I have a gallery which links to the SharePoint List these word docs are saving to. I then have an attachment control that says Gallery1.Selected.XXX. However, I can’t quite get the items property code to work. In some instances they show the word doc symbol, but then can’t be opened when clicked, any ideas? Many thanks in advance, and apologies if I have been unclear.
Hmm, my guess is document attachments can be more tricky in SharePoint lists than in Document libraries. When there are multiple attachments it gets hard. Here is an example of opening the First attachment with Launch: powerusers.microsoft.com/t5/Building-Power-Apps/Open-SharePoint-List-Attachment-from-PowerApps/td-p/392714
But if you wanted this to really work well, I would put the documents in a document library. Here is another example of Matthew Devaney recreating a document library in Power Apps: www.matthewdevaney.com/sharepoint-document-library-in-a-power-apps-custom-page/
Hope this helps some? Thanks for watching!
Hi Amdrew, When I'm scheduling the flow, the dynamic content option isn't available, so I can't select the ask in power apps option. How can I fix it? when I select the document that is stored in Site Assets, the legend "No dynamic content available" appears
Hi Luis, which document is stored in Site Assets? I think I had issues putting templates there, try taking them out of Site Assets.
Also, the ask in Power Apps part was changed by Microsoft with a Power Apps V2 Trigger. You can no longer "Ask in Power Apps" due to a change by Microsoft
@@andrewhess123 Since "Ask in Powerapps" is no longer available in Powerapps V2, what can I do instead? What should I name the file?
@@victoriaestefaniaquinones6294 I have another video or a few videos that use V2, its not much different but in this video I use a Word Document Template instead, but the main point that is different is the V2 trigger: ua-cam.com/video/Z6ecHW51U5k/v-deo.html&t
@@andrewhess123 I saw this! I was trying to go around the premium - but it might be worth it to just get the premium..
Hi Andrew, another great video with a lot of great information, this is AWESOME!! Thank you!! 🌟🌟🌟🌟🌟
WWoooo! Thanks again Imran!
@@andrewhess123 you are welcome Andrew!!
I also wanted the thank you for an excellent presentation. Thanks for sharing your knowledge on enabling premium capabilities without the premium.
Thanks for watching Mark!
I have folders inside of the document library and the documents inside of the folder. Is there a way to double click the folder name in the gallery to show the documents within?
So I believe Matt Devaney has a tutorial on this, but I would have to find it.. looking.
Maybe this is what you are looking for? www.matthewdevaney.com/power-apps-navigating-folders-subfolders-in-a-sharepoint-document-library/
Can this method do repeating sections of varying length?
Example: Invoice has 3 lines, Invoice has 10 lines, etc.
Also, can it accomplish adding images to those repeating sections?
Images are one reason I can't always use the Populate a Word Document action in Power Automate.
Hi Matt, thanks for watching, love your content and everything you do. No it can not do repeating sections and it can not do the images. This is where I think the premium connector is needed.
@@andrewhess123 I was about to ask the same question. I like how your method integrates in Sharepoint, so is it any way i could implement the premium connector in that flow?
And - why cant it do repeating sections? Isnt there a method through the app that could loop the command with two different project names, if you will, in the same defined field?
This shows how to use images to populate a word document through Power Automate.
ua-cam.com/video/fpspoJNu5SI/v-deo.html
@@danieljohannesen9691 Hi Daniel, yes 100% you can implement the premium connector, but what I believe Matthew was asking. Also I'm assuming is,
Could it fill out a dynamic amount of repeating sections, sometimes 3 pages, sometimes 7 pages.
Using quick parts those "parts" are set in the template in the exact spot. Probably through Power Automate you could change the template based on the sections.
In all my opinion, everything is possible with O365 & the power platform, it just depends on how much custom work you want to do, or need to pay for.
@@andrewhess123
Thank you for answering my questions Andrew.
ugh, one of my forms has a few hundred things to add and sharepoint has a column limit!
I was able to populate several documents using a for each action in Power Automate. Instead of using a form to populate a single document, I got it to populate a document from each record in a gallery.
Yeah Power Automate can for sure do some work arounds. It just depends on how much customization we want to do 😄
This is awesome. Incredible content. Congrats!
Thanks Rodolpho! one of the more popular videos! 😀
Thank you for the refresh on this process- appreciate you!
Thanks for watching Susan!
Hi. Thanks for sharing this video. I got it working with content types and quick parts. I have it create a new file from template and in the PDF viewer I can see the file and its entries. However, if I go into the sharepoint library and click on the new file, it actually shows me the quick parts and not the entries. IF I use automate to send me the new document via email I have the document and entries. If I open in sharepoint or just click on the file from power apps like this Download(ThisItem.'Link to item'). An ideas?
Hi Guy, If I'm remember correctly I believe you must turn on the setting in SharePoint to "open in app" by default and not in browser mode.
@@andrewhess123
Thank you for taking the time to reply. If you are referring to Library settings->more library settings->Advanced Settings and choose "Open in the client application" under "Default open behavior for browser-enabled documents:". It does not seem to work. Are you referring to another place?
Yes using quick parts requires the document to be opened in client application.@@gstlouisable
Not sure if that is what you are asking, also?@@gstlouisable
@@andrewhess123
so basically this sharepoint library is set to client application, yes. If I use Launch() in power apps to view the file in word on client side, we can see the entries, but we cannot really modify the entries. This is in effort for the users to be able to open this file in word and make some finishing touches. Because of quick parts, it feels like you cannot go into the doc and change those data entries as static information, after. It looks like the only way to change the data entries for that file is by changing the entries in power apps and generating a new file from the template. I hope this makes sense. If there is a way to edit the word doc after its generated without having to go through power apps, this is what I am looking for, in case users like to do finishing touches... thanks for reading
Hi great video, how does this work with PowerApps V2?
Thanks
Hi Mauricio, you would have to match the inputs just it as Shane Young was showing in his newest video. So this would take me an entire new video to show how it would work. Maybe something I can do in the future 😀
You can currently still use V1, if you use the interface in Power Apps.
Thanks for your time to respond Andrew!! fixed it!@@andrewhess123
Any chance we can add an html table to a word document? I am looking to use a condition to look at multiple columns in a row for a true or false value, after a get items. Then put only false columns into a html table. So- is a category in or out of scope, then only show false in a table in the document. Not sure if possible to put html table into a column in the manner of your video, but looking for options to accomplish this without showing all the columns and the true or false status in one table- which I am doing currently. Really I only want to show the false items in a table in word. Seems to work for email, but can't figure out word. Thanks.
Hi Susan, in order to do this you will need the Power Automate Word connector most likely, which is premium. There are other options like going straight to PDF and putting your html table there which is not premium. But currently the print to PDF function is limited to 1 page per print.
I don't see Ask in Powerapps Option. Does this flow still work with Powerapps(V2)??
Works with V2
Great video! Is there a way to update an old “recipe” vice creating a new one? I have another page that pulls the content in, but can’t figure out to update vice save it as a new one.
Hi Chris, yes you can update. If you go to Library Settings > Click on the Content Type > Advanced Settings, you can get to the template and there is an "Edit Template" button.
Any chance to avoid premium is a major plus! Thx for the guide!
Totally agree! Although Microsoft may not 😛
Hey, do you know if there is a way to add picture to the word doc?
Hi Sophia, there may be many different ways, but IMO you need the premium MS Word actions/connections, here is 1 example: softchief.com/2022/10/12/embed-image-in-word-document-dynamically-using-power-automate-from-dataverse/
Hi Andrew, thanks for the wonderful video, could you please tell me how can we achieve pasting tables in the sharepoint fields with all the styling intact except creating fields for each row, will that be possible
Hi sam, you could use a multi-line text field with rich text on. This will accept HTML and you can paste an entire table. This will most likely not work in your document though.
If you want this table to go into a document you most likely will need some 3rd party application.
What if the intelli-sense doesn't display the format you are demoing here? When I hover, it displays run(text, text_1, etc.) with {File:Record} at the end of the expression. I don't get the Createfile_FileName prompt. I am using V2 with the input triggers.
The V2 is a new updated trigger in Power Automate and is handled differently. I go over using the V2 Trigger here: ua-cam.com/video/Z6ecHW51U5k/v-deo.html but this video is a little different than this current one.
Thanks for sharing Andrew 😊
Thanks for watching Scott! Let me know if you have any questions 😀
A great video and very well explained.
I have two signature fields in my form, which I have also integrated in SharePoint according to your instructions. Unfortunately, these are not listed in the document in the quick modules. When I open the document, the two fields are displayed on the right under the properties, but I cannot insert them into the document.
Can you help me with this?
Hi Andrew! Thanks for sharing. I am having trouble opening the word document. It says that is corrupted and I can not work with it. If you have any suggestions I'll appreciate it.
Thanks again for teaching ☺
Hi Sofia, so I have seen this happen a few times and many of the times there is no solution, but here are the options that Microsoft Recommends:
learn.microsoft.com/en-us/office/troubleshoot/word/damaged-documents-in-word
Very last option could be trying to open the document in NotePad. There is a repair option inside word too.
Thanks. I am checking the info. Seems that I might try to re-do the template. I'll give it a try and see what happens@@andrewhess123
My advice is to start very simple. Get a very simple template to work in some sort of dev environment. Then do a production one.@@sofiaperdomo6369
Great Video!! This guy knows his stuff!!!
Thanks livebythelight! Thanks for watching!
Thanks for the information. It is working perfectly as you show it. I am trying to to a multi-step form, because I have around 25 or so fields i would like filled out, and i am not sure how to go about it. All the examples of multi-step forms use patch. Any ideas?
Hi Matthew Fox,
(one of my favorite actors from Lost!)
When you say multi step, do you mean on separate pages? There's a couple ways to do it, and probably the best way is to gather a collection and store it in the memory of the Power App, then to patch the collection on the last step.
You could patch each step, and maybe thats the correct answer. It kind of depends.
I could probably make a video on this topic
Hi Andrew, Looking to create an invoice type design, is there a way to show us how to do it?
Hi, Basehumax, totally possible, not sure when, but for something like this I would recommend the Premium Power Automate connector.
@@andrewhess123 I mean HTML for eg; top customer name at end of items subtotal and below tax shipping something like can you help
When we use the premium connector populate to word template there is an option for repeating section content control, to dynamically fill tables. Is there any similar option with quick parts?
Hi Dimitrios, no that is not an option with the quick parts. I have a few other videos like how to do it with with PDFs without premium.
Hi Andrew Thanks for the video, Just a question lets say I have a table in word template with 4 column quick parts now these column will be having multiple values coming from sharepoint one by one is there any way that quick part captures all the values and add automatically rows as in "repetitive section control " in content control.
I used your method but for table thing my data is getting override by new data and does not giving all the values. please help
Hi Himanshu, you would not be able to do this with the quick parts unless it was HTML and then converted it, but that's a workaround.
In order to do this you could do a PDF instead with a repetitive section control , or use a Premium License of MS Word. I have many different videos on the subject.
your content is amazing bruh
Thanks noprogramming! Glad the videos are getting better and better!
can i use this in same way for excel?
You can use excel with Power Automate and fill it out without premium connectors, but to use the document properties and fill out the excel form, I don't think it can be used that way.
Hey man love your videos thanks for everything. Quick question any idea on how to print the PDF viewer? I know its still experimental but i tried a couple of things and nothing worked ( I am sure there's a solution that might went over my head).
Hey mdevil, sorry for the slow response! There's a portrait print template screen, when you check under new screens that could help? I also have a video that may not be exactly what you are looking for but does print pdf: ua-cam.com/video/wrY6AbNzsiY/v-deo.html
Hi Andrew, as now SharePoint supports image column, is there a way to an image signature that document, lets know please?
Hi base, yes but you will need the Premium Connector MS Word Connector to do it automagically like in this demo.
Or you can do it completely in Power Apps without the MS Word connector and build a document template that saves to your SharePoint library. But there are issues to overcome when you do it this way.
And will get to your other question about HTML, just will take more time to think about it 😀
I see you have posted a video update -- so posing my question on this one (as well) -- I think what i have found is Rich Text does not work in document libraries (you will get HTML code) -- is there a method to link a template to a List vs a library? My use case is purely the need for a word doc export from a powerapp... so users ideally wont be touching sharepoint and would only need the docs for archival purposes -- so the template becoming less dynamic isnt necessarily an issue for me -- any ideas?
Hi Alex, With Power Automate you could move the document to an attachment column in a List, if that is what you are asking.
Yes, the html code will be written in the word doc. It may be possible to convert it to a .html file though, in Word. (I haven't tried this)
And for List vs Library,
You probably would not even need to use content types you could print to PDF straight from Power Apps. Unless it's many many pages.
I think using Power Automate in some way could be the easy way out.
There's lots of options but it's hard to say which is the best option without seeing the entire solution/requirements.
Hi Andrew, this is an amazing video. But I have a question, I have built SharePoint lists and PowerApps. I need help in populating the invoice from couple of SharePoint lists in the same website and the filled invoice must be saved in a SharePoint library. And, yes there may be repeating sections. Is it possible to achieve as per your instructions above?
It's not technically possible, to be done easily, but there may be some workaround using Power Automate. These templates are use the quick parts which are set in position at their exact location.
You could maybe use Power Automate to do different ways based on a condition. But probably this still would not be ideal.
@@andrewhess123 Thank for your response. Can you please help me what are the steps needed to create a flow as per my requirement.
Hi Gopichand, I would not know the steps that would be totally custom based on your requirements. It would not be straight forward but most likely a custom work around based completely on the requirements of the flow.@@gopichandkunamaneni5790
Are you able to do this with a SharePoint list?
Yes, with a SharePoint library you could create the form there. Power Apps is just the "cherry" on top. If you did a SharePoint list you would need Power Automate to move the data to a SharePoint Library, because the content types are of type "Document".
@@andrewhess123 I have a form that updates to a Sharepoint list and I have a Staff Landing page with a gallery to display the selected transaction and be able to edit. I would like to add a button that takes this data form the form (Sharepoint list) and fills out the Word Template and downloads the Doc. This would be a really good video!
@@victoriaestefaniaquinones6294 Sounds totally do-able, very similar to doing with Power Apps just a different front-end. The staff landing page with a gallery? Is that Power Apps gallery? or a different type of gallery?
@@andrewhess123 Sorry I'm new to Powerapps, so I'm just learning the correct terminology. But yes, a Powerapps gallery. We have created a form in a different screen for users to submit and this form is connected to our Sharepoint list of PCard transactions. Our staff landing page has a gallery to be able to select from current transactions in the list and another gallery displays this specific transaction information from the form/Sharepoint list and we are able to edit/update the Sharepoint list entries on this Staff Landing Page. We also want a button, though, that would take selected data from the form and populate the given word template, so that we can download and maybe even also have it send to a document library that will store all of these forms. I have watched all your videos and tried to adjust them to my specific scenario - but I am stuck! I might just have to buy the Premium to make it easier. Any tips would be greatly appreciated! Thank you for your response! :)
@@victoriaestefaniaquinones6294 Hi Victoria, This may be a better use case for premium I do agree. Going around premium is not always the best option, but for smaller use cases it could be.
Have you tried doing a PDF instead of a word document? That may be another alternative before going to full premium.
Whenever I go to open my Word document, it says it cannot open because it has "unreadable contents".
Do you have any idea how to solve this problem?
Does the template open before adding the quick parts to the document?
One thought is one of the properties or columns set as read only? Microsoft Word may fail to read the content of a document if it is in read-only mode.
This may be a word version issue? Or using Windows 11? There's a lot to try to figure out why it is unreadable.
My suggestions are: First open a New Word save to pc, no problems? Then try to create a very simple template with only 1 property in the document, then create a larger more professional production template.
@@andrewhess123 Yes, just when I finish the flow and create the file in a SharePoint folder, when I open it the message appears. I also had the file sent by email to see if anything changed, but nothing changed.
@@andrewhess123 Yes, im using Windows 11, I will try to do what you suggested
So you can try to do it without the Power Automate part too, can you create the document in SharePoint? (Select New and your content type name) Then Open in the client (word) edit, and save?@@barbarasla6577
Can this be done with JSON data passed from powerapps? For
example have the template uploaded like you do, then on the
press of a button pass the data from 10 or so fields in JSON to
power automate, then use that data to populate the fields in the
template?
Sounds possible, as long as the data gets populated in the columns. No matter what method the data is written, through SharePoint quick edit, through power automate json, through a form. If the column data is in a simple data type (single line text, number) it will be visible in the Word Document.
I appreciate you sharing this information. I am currently facing a challenge with my task. I have powerapp, users submit records with 5 to 6 columns such as Title, name, submitted person name, submitting record date, AddImage (where users can add an image), post submitting this powerapp form, the data should be saved to SharePoint and the word document should be updated with all the mentioned columns.
However, I am currently stuck at the following point: I would like to add the image from the AddImage column (along with the other columns) to the document and send an email for approval with the attachment of updated word document from the powerapp details. I kindly request your suggestions on how to achieve this.
Hi Amol, I have a few videos on the topic the way to do it without premium licenses is to create a pdf document but the limitation is 1 page. Another option is to use the Premium Word Connector and Premium Power Apps Licenses. Here are some of my vidoes where I discuss the topics: ua-cam.com/play/PLmA98H4-M_cMJHpo68DuJXHzUqXRFIF5o.html
Hi, love your videos! So helpful. My only issue with this is that the Ask In Powerapps doesn't appear in my Flow, unless I add an Input. I have Power Automate Free, which should have the Ask In PowerApps option. Do you know what the Input should be? THanks
Hi MP, my newest video goes over using the PowerApps V2 trigger. ua-cam.com/video/Z6ecHW51U5k/v-deo.html
@@andrewhess123 thanks so much, sorry i should have checked your new ones. Again, this content is genius, really appreciate it.
Hey no problem MP! Thanks for watching feel free to ask any question 😀@@MP-py7pt
@@andrewhess123 Hi Andrew, I've just done the other video, its great however it is premium license. Wonder if its no longer to do it without the premium license?
Hi MP, the word step is a premium connection. But the Power Apps V2 Trigger is the part that you were stuck on? The "Ask In Power Apps" part was replaced with Power Apps V2 trigger@@MP-py7pt
🎉Thanks a lot Andrew !!
Thank you Julia!!!
Hi, Can we insert user signature in word document using this method , Thank you in advance.
No this method can not do signatures.
Hi Andrew, great video. I have followed and able to update the values but the only issue is with multiple line of text column type which is enhanced rich text . I get the values from another master list and i am updating the values into document library list for the multiple line of text . But in document library the values are showing as sample data for the multiple line of text. Similarly its showing same values in word document as well. I used HTML and rich text editor controls in power apps too . Their its showing perfectly but while creating docx file using power automate all this happened. Is their any way can we update html forma data values without using premium connector? Kindly respond as soon as possible. Thank you!
Hi Reddy, there is an action in Power Automate to convert HTML to text. It is in preview though currently: learn.microsoft.com/en-us/connectors/conversionservice/
You might run into issues if your multi-lines of text is more than 255 characters too and you try to move it to a single line text.
Great video, thank you so much. Quick question, if you use quick parts and content types the documents has to stay in SharePoint right..? if you email the document after data populated user would not be able to see the data right...?
I believe and you have to double check me, the data will stay there. It is saved in the properties of the document. If you want to up date it or change it, thats when that connection would be lost.
I think emailing the document would work, but its been a while since I've tried, you should probably test it.
I mean populated data.
@@gilbertpradier I believe the data will be there. I'd have to test though.
Great Video Andrew. I am trying to populate a word file starting with the Powerapps V2 trigger and importing a collection. Importing the collection is fine. I have the JSON parsed and tested it by exporting HTML and CSV files, headers and data are working coming through fine. Cant sort out how to get that JSON output to something I can get into the template. Any ideas? thanks!
Hi Jimmy, so if you can use Power Automate to populate columns from the JSON and Parse, you could populate Word using the ideas from this video. So you use Power Automate, JSON, Parse, then write to SharePoint, if those columns metadata are attached to the document then it should auto-populate.
Great video Andrew. TY
Thanks pcmd!
If your looking for any video Idea I would like to request something on best practices for patching. Using a button vs on change property with perhaps a timer control to allow the user time to make the changes. I also see ideas about adding on change logic so the app can track changes and notify users who have forgotten to use the save button, and are navigating away from the screen. HEHE I know this is a lot but I don't see a lot of videos on this and you would think that it would be more common. I thought of it when i set a patch function on a text input and it was patching on every character press. So annoying... SO this is what I found in researching workarounds. TIA
@@MichaelDeBlasis1369 Hi PCMD, interesting idea. Thanks now I just need to write that down! 😆
I just completed another really interesting concept/idea this weekend. I created an Invoice in HTML using GPT4, and added dynamic content to it. All for the purpose of using a flow to merge it with client dataand save it as a pdf for free. But here's the kicker. The line items are created in an expense section of the same power app. The expenses for each client can then be loaded into a collection, and the HTML code itterates through each item to create a line item on the invoice!!!! I'm very proud of that as I'm not a developer and only 2 months into learning all of this. ;)@@andrewhess123
Andrew hello again, sorry for bothering once more 😅 I encountered a new issue with the pdf viewer. I do not know why it is not displaying the word document the error message it outputs says as follows "Couldn't open PDF File; Make sure the pdf file is coming from an https link". But this does not make sense since it is stored in SharePoint which already has the https. So I do not know whats going on. Again, thank you for this video it has helped me a lot in my work and if you ever need anything please feel free to reach out I would love to help you in whatever you need. Thanks
Never bothering me, no worries. Sometimes I feel bad when I can't help easily! 😀 Right now I am not sure about this one, I would try printing out the pdf file link to an email to yourself, and looking at that link closer.
Great video! I have a question though, how to have a managed metadata field on the form in power apps?
This is great and very useful. Question: Once the document has been created, is there a way to edit the SharePoint properties and have that data automatically updated in the word doc itself?
Yes it should be doing that. The metadata is synced. So if you edit the data in SharePoint the document will reflect the changes. If you edit the word document then sharepoint will then see the changes.
is it possible to create more than 1 template on the share point and link all of them to the same app in power app?
I may need to extract them independently and not simultaneously
How many flows will be needed?
Can we populate a Word file having a table of rows and an image without using the premium connector?
Hi Jana, not that I know of, this is where the premium connector is needed.
Thanks for sharing Andrew. Really cool! I do see a couple of issues with this which makes the practical applicability somewhat limited. The number of steps is pretty much static. Having to create your steps as site columns is quite ugly in my opinion. Although you explained it very clearly I do think the preparation steps are many and overall complexity quite high. But still a nice tutorial 😀
That it is more complex, totally agree. But if anyone wants it simplified, Microsoft has a way to make it much easier with Premium Word Connectors.
Excellent video. Can I use multiple lines of text in the sharepoint list. I am creating fields that exceed the single line. Is that too complex?
I easeetarget, when you need multiple lines of text you may need to go to the premium version of Power Apps or Automate. I have not tried this method in quite some time. It may be worth a try and if it doesn't work to instead use Power Automate Premium to populate a Word Document.
@@andrewhess123 thanks man. We don’t have premium at work so I was trying a work around.
Nice video!
Is it possible to add a repeating table in word template?
Yes with the Power Automate or App premium connector
Thank you for this video! Do you have a video or method on how to make the quick part label empty or filled with a blank if no data is there? For example, if I am populating the template with form replies, not all form questions are answered. For the unanswered ones, the document shows the quick part label like [step 1]. This would be for several fields.
Hi Norrin, hmm I do not have any videos on this, but a good idea. It depends on how you are populating the SharePoint data. If you are using Power Apps or not.
Thanks for your reply @@andrewhess123 . I am not using Power Apps. Just Power Automate which takes Microsoft Forms responses and populates a word doc template on Sharepoint using quick parts. I had created new content types for the template. Once the template is updated with the form responses the document is converted to pdf.
@@NorrinisraddIn Power Automate can you do a condition probably in an expression that if blank, write null? I haven't done this but it's an idea. It may be even more difficult if they null value is a date field.
@@andrewhess123 thanks for the suggestion. I think this might be where my inexperience comes into play. I was able to do that with one field to test. if field was equal to null the 'if yes' box would update file properties and put a blank space in the field. It would also update the rest of the field properties with the form results. However, I am not sure how to handle it to check several fields that way as there are dozens of fields overall with a portion that could be blank. I feel like that would be a ton of extra steps or conditions unless there's a more efficient way to do it?
Instead of doing the condition step (not sure if you are), you can build the condition into the expression, this was a random site I found: like this one manueltgomes.com/reference/powerautomate-function-reference/power-automate-if-function/@@Norrinisradd
Can you use multiple lines of text choice?
Not through this method.
Hi Andrew, thank you for all your great videos! what if we would like to update the word template. e.g., if we want to add a new column, is that possible?
Hi, Yetim totally possible, just add the column to the content type, add the column property quickpart to the template, and reupload the template.
Can I add image column?
It works perfectly, I am however having trouble creating those choice columns you mentioned. When I make the data value field a custom field add a table with choices for the drop downs and even format them as text the formula for the info path that updates the sharepoint errors out and states theres an error. Asking for your help yet again. 😅
Hello, I was having the same issue. You can leave all your columns in the sharepoint as a "Single line text" and put all your choices only in dropdowns on Power apps. When you create the form, replace the text inputs of the data cards with dropdowns and set the choices in the items of each dropdown. When you call your flow instead of using "Textinput.text" for example, you will need to use "Dropdown.Selected.Value", in that way the power automate will receive a text input from the dropdown to use on you flow.
jota's answer is spot on, thanks Jota!
Hello Andrew, great video! If I create a Date and Choice columns, will that work too? Thanks
Hi Ryan! You can create date and choice columns in a Power App and keep them as single line text in the SharePoint list.
Very useful. Thank you for sharing
Thanks CW
hi, great video! may i ask is there a way to populate image to word document without using premium connector? thank you in advance 😊
Most likely for this it could be possible with a PDF and not word. Word document it could be possible if it's just part of the template.
In one drive how to do it ?
How to convert it in PDF, pls explain
Hi TechwithRiyaz, Most likely the best way to do this would be through Power Automate. You could do a scheduled flow and I believe there is a Connector to convert Word to PDF. There is also a connector for connecting through OneDrive.
There's also a preview feature for Power apps for PDF. I don't have much expierence with it yet but: learn.microsoft.com/en-us/power-apps/maker/canvas-apps/how-to/pdf-function
So there's a few ways, just got to find the one that works for you 😀
@@andrewhess123 Thanks for quick reply, now I want to create or copy this update property file in one drive but I am stuck over there
Sync your OneDrive with SharePoint?@@techwithriyaz
Amazing guide, thank you so much!
Thank you Yuki
Great video.
Is it possible to fill word template with data from Dataverse directly without the use of SharePoint lists?
Sure, if you use the Premium connector to Word with Power Automate.
Thank you for the great video! I seem to be running into the same issue tho. When doing the save button I received an error message saying “invalid number of arguments: received 7, expected 8.” But I only have 6 fields.
So I believe your Power Automate is not working, where you are seeing the error? When you hover over your Power Automate with .Run, look at the intelli-sense text in gray, count each of the columns, make sure they match up. The Power Automate.Run() command and the entire Power Automate is very fragile.
In the video at @20:14 mine says in grey, Run(Createfile_FileName, Updatefileproperties_Title, Updatefileproperties_Ingredients, RecipeAuthor, Updatefileproperties_Step1, Updatefilepro..... make sure to follow that grey text exactly.
@@andrewhess123 I went back and it worked! Thank you so much!
@@Idk0421-i5t Nice!!
What if the intelli-sense doesn't display this format? When I hover, it displays run(text, text_1, etc.) I don't get the Createfile_FileName prompt. I am using V2 with the input triggers.
How to fix "No SharePoint properties found" error
Hey Andrew, your content is the best out there by far right now… i am having a issue though as my data is being pulled through to the document and columns but to the wrong ones. Where am I going wrong 😢
Thanks again for the amazing videos
Hey, Max thanks! The documents are really fragile. When you go to form settings and look at the template, you can check out the template that was set up, are the quick parts in the right place?
@@andrewhess123 Thanks for getting back to me :) Yes the fields are all in the right place and the first document I filled out in Word has all the information in the correct columns.
@@maximillianboden4032 Hi Max, totally lost then. The first document works? But not the other ones? Maybe it has something to do with the Power Automate?
Have you gotten a very simple document to work, before trying a complex one?
Nice. Wondering how to apply this to al larger environment, like 100 templates (category/type of files) files in several languages. Like...??
1- User submit category, language properties and a few data in App
2- In Power Automate, use a different path for the language and category (eg. ENG/STOCK, FR/STOCK, ENG/REGISTER) to load the right template for the chosen language and category
3- In Power Automate, next step, use Get Items to get more defined properties for the chosen language and category from a Power Automate List
4- Fill the doc properties with result of Get Items (instead Apps)
The user only select the language and category, in the App and a few data... further data is fetch from Sharepoint List in between and they are all loaded into the specific template for the language and category. Sadly, there is no way to automate the path for the step 2 above so that's a lot of If statement (if language is this, if category is this, then path is this)
I came here actually to see if there is a way to run VBA macro in Sharepoint environment. Currently our system works great but locally (or under One Drive) but guess what, we have no physical .docx file, we generate documents using small UTF8 txt file with data.
Hi Big Bosske, very interesting. I have seen some Power Automates that check for language and then display based on that. I think it was a calendar template that Microsoft provides it had the formulas already in there. Also using Switch statements may be an option but, I assume you know this already. If you can run VBA macros in SharePoint it's going to be through SPFx with custom web parts, or even doing custom components in Power Apps.
Can we email this generated document in end
Of course, in Power Apps or Power Automate.
Hi Andrew, Any chance we can replicate the same process with PowerPoint?
Hi Zero, off the top of my head, I don't think so... but this may be possible with AI in the future with copilot.
I would like to post Text/Images into the word document.
I utilized this video "Paste a screenshot into SharePoint Rich Text with Power Apps" ua-cam.com/video/9upbaQmQ6XQ/v-deo.html to import into Sharepoint. I would now like to import those images into the word document. What ways would suggest since that video showed pasting html into the columns.
Hi Heather, I think you will need to use the premium capacity licenses. And use the Word Connector.