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Posted on by EL-31071440-0

Hi - I train teachers for a non-profit and I've been trying to automate a process where they can get certificates for my trainings. The idea is that they fill out a form and then the automation fills out a certificate and emails it to them. I was able to get the automation to work in that it emailed me a certificate when I tested it. Which was great as it's my first automation. However, I can't seem to get it to fill in the name on the certificate. It just sends the certificate template. Just to be clear, the only thing it needs to fill in is the responders name, everything else is prefilled. If anyone can help I'd appreciate it!

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Bezanca 416 on at

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Hey,

Sounds like you are almost there!

What format is your certificate in (word / pdf ?) and what connecter are you using in your flow to create the file.

A screenshot of your existing flow may help.

Thanks,

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EL-31071440-0 6 on at

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Thanks so much for replying. I'm using a word doc for the certificate. I've uploaded a screenshot of the flow. I appreciate any help you can give.

flow screenshot.png

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Bezanca 416 on at

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Hey,

On your word document template, have you added a Plain Text Content Control where the name should be?

Steps to do this if you need them:

Open your certificate in Word (desktop).

Show the Developer tab:

File → Options → Customize Ribbon → check Developer.

On the Developer tab, click Plain Text Content Control to insert a control where the name goes.

With that control selected, click Properties, set the Title (and Tag) to exactly ResponderName, then click OK.

Save this template back to your OneDrive folder (e.g. /Templates/Certificate.docx).

Then back to your Power Automate Cloud Flow, you should see an advanced option appear on the Populate Microsoft Word action -

I called my Plain Text content control 'ResonderName;, and as you can see the ResponderName is now showing. I set this to dynamics content 'Name' field generated from the MS Form.

I hope this helps! If not, take some screenshots of the populate a Microsoft word template action please.

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Bezanca 416 on at

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Hello EL-31071440-0

Did this resolve the issue for you? If so can you mark the suggested answer as verified please.

If not, do let us know and I'm sure we can help further! :)

Thanks!

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EL-31071440-0 6 on at

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sorry, I have a few other projects on my plate as well. Hoping to get to this tomorrow. Thanks for your answers, can't wait to try them out.

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