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Manual Trigger Excel Attachment, to Word Doc Template, To PDF to Shared Email

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Posted on by SpartySteve33

Hello - I've been working on this for a few hours, and am a bit stuck.

I am trying to use a standard xls template that our team uses for events to send out pdf certificates to people completing the class. We take the reporting from an event from Teams Webinars and adjust it a bit to use as the xls input file.

I would like to do the following:

Manually select the xls file to be used with Power Automate after each event from an xls file stored in SharePoint.

-Note: We have not found a way to take the Teams Webinar file automatically to start this process, so manual is okay for now.

For each xls row, use participants data to fill out a word doc certificate to eventually be converted to pdf and emailed to the participant.

Power Automate Flow:

Manually Trigger selecting the xls participant data attachment to be used
Use an already created certificate template from Microsoft word stored in SharePoint using xls data for template fields created (similar to mail merge). Template fields include: Title of Event, Name of Participant, Number of Credit/CPE Hours, Date of Event
Convert each individually created Word doc to PDF
Save each PDF in a share point folder with name of person_eventtitle.pdf in a folder structure such as (Event_Year->Event_Month_Date)
Email the certificate to the participant email from each row in the xls sheet using a shared email account.

A few of us have the Power Automate Premium License/M365 Business Premium Accounts, while the rest of our team just has the Free Power Automate and Business Basic Accounts.

I started this, but i keep getting errors.

Thanks in advance for any assistance.

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SpartySteve33 11 on at

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I'm getting stuck on converting the word document to pdf, keep getting errors.

How I'm calling the create PDF to the dynamic create word file location is not working. Have also tried body/ID to call it.

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AlexEncodian 4,409 Moderator on at

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@SpartySteve33

If you select the File via the folder icon, you'll be able to see what the input needs to look like. Probably, it needs a file path as the connector wont know which folder you're looking in

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SpartySteve33 11 on at

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Yes, that was a major miss. Thanks for the catch on that. I thought the body/path would work.

Last item i'm trying to fix is the email send from a shared mailbox.

The error in the flow is caused by using a non-Groups URI with a Group Shard. To fix the error, you should check the 'dataset' parameter in the 'CreateFile' action and ensure that it is a valid Groups URI. If it is not, you may need to update the parameter to a valid Groups URI.

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AlexEncodian 4,409 Moderator on at

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Have you checked the parameter in the Create File action?

Could also be a bug with the new designer. Try switching to the old designer, deleting the dynamic content in the Create File / Send email actions and re-adding it.

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SpartySteve33 11 on at

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I'm almost there for this version. I'll work to adjust/enhance more as I go from here.

For some reason, when i'm importing the date from excel for the row it's putting the Date AND Time into the word template/pdf. My XLS sheet has a date format as Month Day, Year (July 27, 2004). For some reason, it's importing the time also.

7/27/2024 12:00:00 AM

Last item for this one. Any suggestions?

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