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Power Automate - Building Flows
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How to create a word document from a sharepoint list item?

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Posted on 26 Oct 2017 21:21:43 by MaxTampa 32

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

  • KKaone Profile Picture
    KKaone 20 on 27 Sep 2022 at 06:37:03
    Re: How to create a word document from a sharepoint list item?

    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

  • AnjelikaCh Profile Picture
    AnjelikaCh 78 on 15 Dec 2021 at 08:45:32
    Re: How to create a word document from a sharepoint list item?

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    I see that the discussion here is a bit outdated) But still, I believe that many users want to achieve the same - create Word documents consuming SharePoint list metadata.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

  • Sunday Profile Picture
    Sunday 16 on 18 May 2018 at 19:02:07
    Re: How to create a word document from a sharepoint list item?

    Here is how I achieved it with Microsoft Flow:

     

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

     

    @Anonymous @MaxTampa

  • Community Power Platform Member Profile Picture
    Community Power Pla... on 20 Feb 2018 at 11:09:01
    Re: How to create a word document from a sharepoint list item?

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

    Thank you, 

    Martin

  • Meneghino Profile Picture
    Meneghino 6,949 on 27 Oct 2017 at 13:25:50
    Re: How to create a word document from a sharepoint list item?

    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.

     

  • MaxTampa Profile Picture
    MaxTampa 32 on 27 Oct 2017 at 12:57:13
    Re: How to create a word document from a sharepoint list item?

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

  • MaxTampa Profile Picture
    MaxTampa 32 on 27 Oct 2017 at 12:55:54
    Re: How to create a word document from a sharepoint list item?

    @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

  • v-yamao-msft Profile Picture
    v-yamao-msft on 27 Oct 2017 at 07:00:58
    Re: How to create a word document from a sharepoint list item?

    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.

    3.PNG


    Please try it on your side.


    If you need more help, please feel free reply.


    Best regards,
    Mabel Mao

     

  • Meneghino Profile Picture
    Meneghino 6,949 on 27 Oct 2017 at 07:00:38
    Re: How to create a word document from a sharepoint list item?

    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/

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