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How to populate Word document/PDF template from SharePoint Data(collected with Canvas Power Apps)

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Posted on by 272

Good morning all!

 

I built a Canvas app from SharePoint List. Now I need help with - 

 

1. How to make Word template(from SharePoint Library or Microsoft Word app). 

and there is a option to Create Modern Template also. I made my template with that also and could not figure out the further process to make it editable for Date and other columns(where data would be added from SharePoint List).

 

2. How can I make a flow to populate Word document converted to PDF template and send it to email To and CC also.

 

(I read many articles online however I would like to know which one is the right way. As I tried and ended up making multiple Word templated directly SharePoint Library and could not make/create fields to collect data.)

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  • AlexEncodian Profile Picture
    AlexEncodian 4,316 on at
    Re: How to populate Word document/PDF template from SharePoint Data(collected with Canvas Power Apps)

    @mtsts 

    Not that I am aware. How will you populate a document without a template file.

  • FnuMeenu Profile Picture
    FnuMeenu 272 on at
    Re: How to populate Word document/PDF template from SharePoint Data(collected with Canvas Power Apps)

    @AlexEncodian I want to collect data from my SharePoint List with Flow and send it to email with Word or PDF Document.

    One way is to build a Word Document Template manually from Microsoft Word app and then make a flow with further steps.

     

    I would like to know the alternative - so that I do need to make template with Word manually. Is it possible to populate a pdf document with all data including attachments and headers from list with flow only. 

  • AlexEncodian Profile Picture
    AlexEncodian 4,316 on at
    Re: How to populate Word document/PDF template from SharePoint Data(collected with Canvas Power Apps)

    @mtsts 

     

    Sorry - I don't understand the question. Could you describe it step by step?

     

  • FnuMeenu Profile Picture
    FnuMeenu 272 on at
    Re: How to populate Word document/PDF template from SharePoint Data(collected with Canvas Power Apps)

    @AlexEncodian I am also trying to collect data from flow in a word document(so that I do not need to make word template separately). Could you please guide me for same.

  • AlexEncodian Profile Picture
    AlexEncodian 4,316 on at
    Re: How to populate Word document/PDF template from SharePoint Data(collected with Canvas Power Apps)

    @mtsts 

     

    You need to learn the template syntax.

     

    If you're using the Word connector, you need to add content controls:

    Populating a Word document with Microsoft Power Automate - Strategy 365 Limited

     

    If you're using the Encodian's Populate Word Document action, its plain text merge fields:

    Template Syntax for Populate Word Document

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