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

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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

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Building flows

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Meneghino 6,949 on at

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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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v-yamao-msft Microsoft Employee on at

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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

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MaxTampa 32 on at

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@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

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MaxTampa 32 on at

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

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Meneghino 6,949 on at

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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.

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Community Power Pla... Microsoft Employee on at

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

Thank you,

Martin

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Sunday 16 on at

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Here is how I achieved it with Microsoft Flow:

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

@Anonymous @MaxTampa

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AnjelikaCh 78 on at

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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.

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KKaone 20 on at

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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

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