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Session Id : DrxhVC6fYTYDuN49cjlBTy
Power Automate - General Discussion
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mailmerge to word from SP list

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Posted on 22 Jun 2017 05:07:07 by 26

Hi

Very new to this, so please help me to undertand basic concepts.

I am looking to merge word documents from a data source of lists of students in our school. For example a SP list.

I was hoping to make a SP workflow or flow, which would trigger when a new student is added to the list or students table.

The flow would merge one or more word documents with student data and at best case would create a folder in onedrive or SP library and populate the document(s).

 

Is any of this possible please?

  • v-monli-msft Profile Picture
    on 12 Jul 2017 at 02:15:35
    Re: mailmerge to word from SP list

    Hi @davetqm,

     

    You cannot use a template in flow to create a word file. 

     

    You could post this idea in the Flow Ideas forum, so it might be considered for future releases.

    https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

     

    Regards,

    Mona Li

  • DaveTQM Profile Picture
    26 on 25 Jun 2017 at 09:38:01
    Re: mailmerge to word from SP list

    Hi Mona

    Thanks for your reply. The word document would be stored in either sharepoint or onedrive for business.

    I see in your screenshots how to make a new file. How then to use a word template and mailmerge?

  • v-monli-msft Profile Picture
    on 23 Jun 2017 at 07:27:16
    Re: mailmerge to word from SP list

    Hi @davetqm,

     

    1. This can be achieved as long as you store the word file to one of the available connection in Flow. For example, in OneDrive for Business connection, the flow would be something like below:

    Capture.PNG

     

    2. The trigger should be "SharePoint - When a new item is created".

    3. Still, you need to first tell us where is your word documents stores? If it is local, then this cannot be achieved in flow.

     

    Regards,

    Mona

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