Unanswered

How to create a word document from a sharepoint list item?

(1) Share

Report

Posted on by MaxTampa

I would like to create a word document from metadata in a sharepoint list.

I need to create a letter (word doc) from a template. Inside the letter are fields that will be merged from the sharepoint list metadata.

Is this possible with flow?

thanks

Max

Categories:

Building flows

I have the same question (0)

All responses (9)

Answers (0)

Meneghino 6,949 on at

Like (1)

Report

Hi @MaxTampa
You could adapt/modernise this approach:
https://blogs.technet.microsoft.com/brenclarke/2009/04/15/automatically-create-word-documents-which-include-list-fields/

Was this reply helpful? Yes No
v-yamao-msft on at

Like (0)

Report

Hi MaxTampa,

You may try the following flow configuration to see if it will meet your needs.

In this flow, I use the trigger “When an item is created”, and save the file on Dropbox.

Please try it on your side.

If you need more help, please feel free reply.

Best regards,
Mabel Mao

Was this reply helpful? Yes No
MaxTampa 32 on at

Like (0)

Report

@Meneghino

I have been able to build out a flow as directed. I am not able to get the word document to update. I do get a new document created in the document library with metadata paced inside the document.

I may not be creating the template correctly.

Do you have any additional details on setting the Word Template in the document library?

Thanks
Max

Was this reply helpful? Yes No
MaxTampa 32 on at

Like (0)

Report

@v-yamao-msft I have been testing @Meneghino suggestion as I need the document in SharePoint versus Dropbox.

Was this reply helpful? Yes No
Meneghino 6,949 on at

Like (0)

Report

Hi @MaxTampa
Frankly I have not worked with this for a long time, but you could be right.
Possibly the document gets created with the initial metada, but does not get updated if the metadata changes.
Not ideal, but you could delete and recreate the document if the metadata changes.

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

Hello @MaxTampa,
Did you find a solution ? I'm currently facing the same problem.

Thank you,

Martin

Was this reply helpful? Yes No
Sunday 16 on at

Like (4)

Report

Here is how I achieved it with Microsoft Flow:

http://www.sharepointcorridor.com/2018/05/generate-word-document-from-sharepoint.html

@Anonymous @MaxTampa

Was this reply helpful? Yes No
AnjelikaCh 78 on at

Like (0)

Report

Hi everybody,

I see that the discussion here is a bit outdated) But still, I believe that many users want to achieve the same - create Word documents consuming SharePoint list metadata. It's doable with Plumsail Documents.

Here is described how to set up the flow - https://plumsail.com/docs/documents/v1.x/user-guide/processes/examples/create-word-from-sharepoint-list.html

Note: the solution is paid, with a one-month free trial.

Was this reply helpful? Yes No
KKaone 20 on at

Like (0)

Report

hi @v-yamao-msft
I have tried this and it works, is there a way that the created file can be created as pdf/word instead of file type,

thanks in advance

Was this reply helpful? Yes No