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Hello!
I'm looking for some advice please. I have a SharePoint List containing project proposal data (e.g. description, lead, budget required, resources required, expected outcomes...). I need to provide this data in a nice format for board review (frequency TBD). So on a trigger (e.g. button click), generate a report in Word using a pre-defined template for all list items where Status = "For Review". Ideally one table per list item. Volume will vary per reporting period, e.g. could be 2, could be 20. Then I want to save the Word doc as PDF, and this goodlooking report of project proposals will go to our Board for review.
I've Google and searched this community forum. I read a handy article about creating an invoice in Word. But I haven't been able to work out how to add additional tables, varying based on which list items meet my condition (Status value).
I would appreciate any advice, thanks in advance.
Carla
@Anonymous
Have you check following blog?
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