Unanswered

How to update, using Power Automate, a Word document that's generated and pre-filled with data from a SharePoint list when a new item is created.

(0) Share

Report

Posted on by Lagloire

I have a Word document in which I've defined fields that will receive values (data) when a new item is created in a SharePoint list. Some data from this new item is used to fill the fields in a row within a table in the Word document. So, whenever a new item is created in the SharePoint list, I'd like to take the data (either partial or complete) to update the Word document while retaining the previously filled-in data in the document.

To be more specific, when the first item is created in the SharePoint list, I retrieve data, including dates, to fill fields in the first row I've defined in a table within the Word document. When a new item is created in the SharePoint list, I now want to update the Word document with the new data while preserving the previously completed data in the Word document.

Thank you for the assistance of the community. Image below of word document to be filled.

Categories:

Business Process Flows

I have the same question (0)

All responses (5)

Answers (0)

Bobron 128 on at

Like (0)

Report

Re: How to update, using Power Automate, a Word document that's generated and pre-filled with data from a SharePoint list when a new item is created.

To be honest, I'm not sure if that's possible with a Word document?
Maybe somebody else is able to answer that.

What I would have done is insert the data in a Excel file.
There you can create a table with columns matching the input values from the list item.

You can then create a new row and fill the columns with the dynamic values from your flow. The new row is added to the table, so the old ones stay intact.

Was this reply helpful? Yes No
Lagloire 86 on at

Like (0)

Report

Re: How to update, using Power Automate, a Word document that's generated and pre-filled with data from a SharePoint list when a new item is created.

Thank you @Bobron for your answer. I didn't understand well your solution. Do you mind on making any screenshot to help me see what you're talking about?

Regards

Was this reply helpful? Yes No
Bobron 128 on at

Like (0)

Report
Re: How to update, using Power Automate, a Word document that's generated and pre-filled with data from a SharePoint list when a new item is created.

Make an Excel document which will store all the data, which you previously stored in the Word file:
Make sure the table is an actual "Table" with a name.
Save this file inside SharePoint library.

---

Make a new flow which triggers "When an item is created".
In Power Automate you can then select the action "Add a row into a table"
Select the saved location of the Excel File
Select the document library it was saved to
Choose the file itself
Choose the table name you've created
Now all the columns of the row will pop-up which you are able to populate with dynamic values from your newly created item.

Was this reply helpful? Yes No
Lagloire 86 on at

Like (0)

Report

Re: How to update, using Power Automate, a Word document that's generated and pre-filled with data from a SharePoint list when a new item is created.

Thank you @Bobron for this. What i want to do is to create and update new row in table in word document. How to synchronize the excel file and the word document?

Was this reply helpful? Yes No
Bobron 128 on at

Like (0)

Report

Re: How to update, using Power Automate, a Word document that's generated and pre-filled with data from a SharePoint list when a new item is created.

Maybe this tutorial is of use for you.
https://www.strategy365.co.uk/populating-word-document-with-microsoft-power-automate/

I'm not sure if it works and you probably need premium license for it.

other than that, I'm not sure if what you want is possible.

Was this reply helpful? Yes No