File Conversion to PDF

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Posted on by Olijk

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Hello All,

I have been working in a flow and ran into an issue. My flow trigger is when a new email arrives to the shared mailbox. The condition is if an email comes from 2 specified email addresses, then convert the body of the email to a PDF and name the PDF customer name and amount. Once It has been converted to a PDF, an email has to be sent to another mailbox in the move to another Folder. The issue I am running into is that the body of the email is not being converted correctly, customer name and amount. The PDF that it converts to has the customer name. However, the customer amount is not coming over in the PDF. Does anyone know how I can get the amount into the PDF Name me convention? I have looked into Microsoft copilot and it keeps having me add composes and using expressions and not the dynamic content, which I think is a little overboard. Please help.

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Pstork1 69,556 Most Valuable Professional on at

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I did something like this recently for a client. What we ended up doing was Creating an HTML document from the body of the email, Then using that to create a file in OneDrive for Business and finally converting that file to a PDF. To do that we needed to replace the HTML tag in the email body with using a Replace to add the !DOCTYPE attribute.

replace(triggerOutputs()?['body/body'],'<html>','<!DOCTYPE html>')

You would also need to insert the Customer name and formatted amount into the body of the email as well. Probably by using a Replace() on the <body> tag in the embedded HTML.

Here's an overall screenshot of a POC I built.

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Haque 3,653 on at

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Hi @Olijk

I agree with Pstork1. I am adding some precatutions that we need to take care of:

Let's make sure the amount is being extracted from the email body or metadata correctly. If it’s inside the email body, we might need to parse the email content (HTML or plain text) to get the amount value reliably.

If the amount is in a consistent format or position, consider using simple expressions like substring(), split(), or indexOf() to extract it directly from the email body text.

Definitely we must Concatenate customer name and amount in the file name, so on "Create file" or "Convert to PDF" action, we will use an expression like: concat(triggerOutputs()?['body/fromCustomerName'], '_', triggerOutputs()?['body/amount'])act to do so, let's take best measure if either field is empty! So, let's consider negative testing in the first place.

I am sure some clues I tried to give. If these clues help to resolve the issue brought you by here, please don't forget to check the box Does this answer your question? At the same time, I am pretty sure you have liked the response!

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Olijk 171 on at

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Hello @Pstork1 and @Haque,

Thank you so much for your email! My license does not come create/convert html. I had to use the Compose workaround. The amount is not in a consistent format or position. Any other suggestions will be greatly appreciated. Thank you!

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Pstork1 69,556 Most Valuable Professional on at

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@Olijk Those actions were just renamed. Use the OneDrive Action Create File to create the file from the HTML source and the OneDrive action Convert File to convert it to PDF. As long as you have a Microsoft 365 license those are included. I don't think there is any way to do it with the Free Power Automate license.

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If this Post helped you, please click "Does this answer your question" and give it a like to help others in the community find the answer too!

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Olijk 171 on at

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Hello@Pstork1,

Thank you! I had to add HTML to text aunt run a prompt for it to work. I added in the convert and create a file which helped. However, now my PDFs are coming back blank.🤔

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Pstork1 69,556 Most Valuable Professional on at

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Unfortunately, we can't see your screenshots. So its hard to figure out what is going wrong.

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If this Post helped you, please click "Does this answer your question" and give it a like to help others in the community find the answer too!

Paul Papanek Stork, MVP
Blog: https://www.dontpapanic.com/blog

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