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Power Platform Community / Forums / Power Automate / Generate A certificate
Power Automate
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Generate A certificate

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Posted on by 187

Hello All - Please see below my business case

 

1) I have a sharepoint list that is updated by the Managers every month

2) Once the details are updated, I would like to populate the same on a document (as a certificates) and send it to a user as an email as a PDF via email and parellely update on a sharepoint library

3) Can the above be achieved without premium connectors

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  • sandeepstw Profile Picture
    312 Moderator on at

    Hi There,

     

    Yes, the process can be achieved using Power Automate with standard connectors.

     

    Use the "When an item is created or modified" SharePoint trigger to initiate the flow when Managers update the SharePoint list.

    Use the "Get file content" action to retrieve a template Word document stored in SharePoint (or OneDrive) which acts as a certificate template. Utilize the "Populate a Microsoft Word template" action to populate placeholders in the Word document with the updated details from the SharePoint list.

     

    After populating the Word document, use the "Convert Word document to PDF" action to transform the populated Word document into a PDF format. Use the "Send an email (V2)" action with the Office 365 Outlook connector to send the generated PDF as an attachment to the user.

     

    Utilize the "Create file" SharePoint action to save the generated PDF to a designated SharePoint document library.

     

    All the above steps can be accomplished using standard connectors available in Power Automate without the need for premium connectors.

     

    Please give kudos and mark as solution if it helps.  

      

    Thanks, 

    Sandeep Mishra 

     

  • sankhlay Profile Picture
    187 on at

    Thank you for the note. Encodian in our org set up would not work. I appreciate your time on replying.

  • iAM_BA Profile Picture
    145 on at

    Hi @sankhlay 

    You can use following link for word populate without premium connector.

     

    https://www.youtube.com/watch?v=KVIWDRjPKUk&pp=ygUwZGVtbyBib2FyZCBwb3dlciBhdXRvbWF0ZSBmbG93IG9mIHdvcmQgcG9wdWxhdGUg

    It is really helpful and you can generate certificate pdf also. 

     

    Please click Accept as solution if my post helped you solve your issue.  If the content was useful in other ways, please consider giving it Thumbs Up.

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