Generate pdf from new sharepoint list item and attach it to the same item

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Posted on by rrojas

Hello!

Is there any way of doing this?

When a new item is created:

Generate a pdf file that collects the information of the item.
Attach the generated pdf to the same item to which the information corresponds.

I already have an idea of how to generate the pdf, but I don't know how I can attach it to the same element.

Thank you very much in advance.

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Pstork1 69,226 Most Valuable Professional on at

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1) Use the when an item is created trigger

2) Use the information from the trigger or a get item using the ID from the trigger to get the fields you need

3) create an HTML table with the items

4) Create a PDF in OneDrive based on the HTML table

5) Add that PDF as an attachment using an Update Item action. Use the same ID as the one in the trigger.

6) delete the PDF you created in OneDrive

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rrojas 12 on at

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Thank you very much for the answer @Pstork1
Is there a way to do it without having to create the PDF first in OneDrive?

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Pstork1 69,226 Most Valuable Professional on at

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Not really. The PDF has to be created in a document library somewhere, either OneDrive or SharePoint, putting it in OneDrive is usually the easiest.

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rrojas 12 on at

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Thanks a lot

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Musky1 5 on at

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How do you use the Update Item action to add an attachment in a flow? I do not see any functionality for adding an attachment to list item using the Update Item action. Can you describe or show exactly how you add an attachment in the Update Item action?

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Pstork1 69,226 Most Valuable Professional on at

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Sorry, I referenced the wrong action in step #5. You use the Add Attachment action to add the Attachment to the list item after you have used Update Item to make any necessary changes to the Item properties.

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NN-21081740-0 492 on at

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Hi There

I also need assistance with something similar, but also add the attachments from that list item.

It's been a week trying to get someone who can help me.

Thank you.

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Pstork1 69,226 Most Valuable Professional on at

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Please post this as a new question. You'll get more responses and others will be able to find the answer more easily later. Send me a link to the new post and I'll try to help there.

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AzeraD 3 on at

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Hello, would you mind sharing the flows of how to generate the pdf based on the selected item in sharepoint list?

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Pstork1 69,226 Most Valuable Professional on at

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Please post this as a new question. You'll get more responses and others will be able to find the answer more easily later.

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