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Most Efficient PDF Checklist Generation

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Posted on 9 Jul 2024 19:00:29 by 19

Hello,

 

I am currently managing approximately 20 checklists, some of which have up to 150 questions  each having a question and a note tab (which creates roughly 300 data points the way I am using Lists).  Most of the checklists have a set design with generalized questions, but the bulk of the questions are specific for each checklist. I have some basic requirements:

-Generate a PDF file once complete

-Need to be able to Edit/save entries along the way 

-Ability to update the questions in a reasonable time

-Need digital checklists

 

To date, I have been using PowerApps with SharePoint lists as the connector, and a Populate a Microsoft Word in Power Automate to generate PDFs. For each checklist I have to maintain a SharePoint list, an automation, a Word file to Map, and the PowerApps itself. I have tried using HTML instead of Word Files, but updating the HTML has a similar amount of effort required to update as the word files. 

 

My question is: Is there a better way to generate a PDF Checklist than I am currently doing? These methods are amazing with small checklists, but the large checklists that I am using have created processes that are hard to manage. For example is there a tool that I am skipping? Inputting 300 data cards into a PowerApp and then mapping them into an word file with dynamic content has proven to be a lot of work.

 

I have system working, I just want to make sure I am using the correct tools to their advantage.

 

Thanks

  • Micgim Profile Picture
    19 on 15 Jul 2024 at 17:41:36
    Re: Most Efficient PDF Checklist Generation

    Amazing! I will try this approach out. Thank you for the help

  • Verified answer
    KeithAtherton Profile Picture
    3,646 Most Valuable Professional on 09 Jul 2024 at 19:07:56
    Re: Most Efficient PDF Checklist Generation

    Hi @Micgim,

     

    To scale-up large numbers of fields on a screen, you could use an infinity form approach like this:

    https://clarissagillin2.blogspot.com/2020/09/introducing-infinityform.html


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