Calling OTB template from custom page

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Posted on by julijazas

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I have a custom page and OTB template.

Calling OTB template from the model driven app - all is clear all is ok but is it possible to call OTB template(so it also fills the data) from the custom page inside same model driven app?

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Microsoft Dataverse with Power Apps

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julijazas 820 on at

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@Mira_Ghaly @dpoggemann
Have you guys ever encountered this need? I wonder if this is possible?

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Mira Ghaly 11,413 Moderator on at

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@jja

I am a little bit unclear of what you want, so you have made an OTB word template and uploaded it back is that correct?

By custom page do you mean custom canvas page?

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julijazas 820 on at

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@Mira_Ghaly
Yes i have a custom canvas page inside model driven app and from there i want to export my data(lets say print invoice) using word otb template

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Mira Ghaly 11,413 Moderator on at

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@jja

You can try to call a powerautomate to call the OTB template please check below article on how to call OTB template from powerautomate

https://wp.me/pc1V7C-f9

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meelamri 468 on at

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Hi @jja

To complete @Mira_Ghaly answer. You can store the generated file as a note, and then you can download the file from Dataverse.

Please tick Accept as solution if the answer is useful.
https://xrmtricks.com/

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julijazas 820 on at

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Hi @melamri @Mira_Ghaly
What i like with OTB is that is get's downloaded automatically whenever user requests it - in this scenario i see i am not able to achieve same behaviour(user is able to see when the file is downloaded in taskbar and hots open the file)
Ofcourse i can save the file in sharepoint.
Another issue i see it call's a CDS trigger where in my case when using power apps per app license trigger will ask to buy powerautomate per app license where i don't need it

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