Power Platform Community Forum Thread Details

Hi all,

I am hoping you can help me as I feel this request is not too far out of the box.

I have a Word template that is a quote. Based on variables stored in a table, different sections of the quote should;

Be replaced (e.g. Client Name would be a placeholder/bookmark that would be replaced with the client name)
Be removed (e.g. I have multiple sections that have predefined text, and depending on the options the client is taking up, the sections that are not relevant should be removed)

I can see how 1 can be done but I cannot see how 2 can be done without going to 3rd party apps.

Does anyone know of a way to do this with standard or premium connectors?

Let me know if the context is not clear enough and I will expand but hoping this is enough to get an idea on what I am looking to acheive.

Thanks,

Categories:

This is possible with document generation toolkits like docentic or nintex. However, they are limited in Power Automate though.

You can instead use a reverse logic or multiple templates.

Here are the some ideas:

instead of removing a section, create an empty content control in the word document and then based on the inputs, you can either leave it blank or populate the content.
Create multiple templates for multiple conditions and fill them up based on the input condition.
If your end goal is to create PDF, you can use HTML compose to create the content for your pdf. With HTML you can create the content right within Power Automate and use expressions and other conditional logic to create the text exactly what you want.

Hope these ideas help.

Cheers!