Power Platform Community Forum Thread Details

Hello Power Users,

I'm building an application that generates a document with a template using the input fields from Canvas app. Is there a way that I can create a document library using a template in Data verse and save them in a document library? Also, to save the generated documents and email them and grab the documents from backend when needed. This is my first time dealing with this case in data verse.

Can anyone please help or suggest me ?

Thank you so much in advance!

Categories:

Microsoft Dataverse with Power Apps

Hi @KrishR ,

I'll explain this scenario where you can pick up and customize the flow:

-> Pre-requisites:

1. Your Entity/Table must have Document storing enabled.

2. The Table must be included in SharePoint Document Management Site from Settings (A folder will be created in SP - examples Accounts, Contacts, Leads, Opportunity)

-> Manual Process:

1. When you select Documents TAB on the record -> A Document location record is created in the system that links to the SP with relative URL and Parent Site URL.

2. You then add documents to that grid where documents are stored in that folder/Record in SP

-> Automate Logic

1. When you are trigger item that will store data in some template and then saved to the related record in SP folder.

You need to check if the 'Document Location' for that record exists? IF not, then create it.

2. Populate the Template with your data.

3. Once you have Document Location then use its 'relative URL' along with your SP URL and find its folder.

Note: Special characters (differed in dataverse and SP) are not allowed, so names will be adapted based on platforms.

Saying this because if folder doesn't exist then you have to create and link it to dataverse.

4. Create a File with you data in that Folder of SP.

When you refresh the Documents grid in dataverse, you will see the document.

Hope this helps