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Advice on automating document creation

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Posted on 6 Jan 2019 11:24:09 by aaltendorff

Hi,

This is my first post on here, and I’m pretty new to power apps in general, so I’d be very appreciative of any advice given! Apologies if I’ve posed this in the wrong place.

I'm trying to find out the best way that I can build a proposal to send out to potential clients by using a template and adding in objects based on the requirements but using a form for the sales team to use. The most simplified way I can list is as follows:

1) Sales team opens form and enters variables e.g. number of people in the client business.

2) When Sales team select option to 'create' proposal, power app takes selected variables and corresponding quick parts and adds them to template.

3) proposal document is made available document library.

Is this a possibility with power apps or am I asking too much of it?

Thanks,

Andrew

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v-bacao-msft on 07 Jan 2019 at 08:50:02

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Re: Advice on automating document creation

Hi @aaltendorff,

I think you should be post this in the wrong place. Here is MS Flow community.

I guess you are currently having issue about PowerApps, you could post your question here again.

Also, if you have any questions about Flow, please provide more details, we would provide proper workaround for you.

Best Regards,

Barry

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WonderLaura 50 on 10 Jan 2019 at 19:16:16

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Re: Advice on automating document creation

Here's a post that I just wrote about how to send metadata to Flow, and Flow generates a Word document with the Quick Parts populated.
https://wonderlaura.com/2019/01/09/microsoft-flow-quick-parts/

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Community Power Pla... on 12 Jan 2019 at 02:12:20

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Re: Advice on automating document creation

I have also written a blog based on a similar context insofar as using Quick Parts / Content Controls in a Microsoft Word document “template”. Might help you...

https://masteroffice365.com/booking-form-leveraging-powerapps-microsoft-word/

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russrimm Microsoft Employee on 29 Apr 2020 at 21:35:42

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Re: Advice on automating document creation

Hi @WonderLaura,
This is great content. I have a question for you, unfortunately it may be more of a Word question probably than a Power Automate question - I've got a document with content controls in it that i'm populating from a Powerapp via Flow.
When a specific plain text content control XYX is populated with value of ABC, I want a paragraph to appear, otherwise I don't want it to appear.
Is this possible? I've tried unsuccessfully using { IF "{ MERGEFIELD XYZ \* MERGEFORMAT }" = "ABC" "True" "False" }
I'm starting to think my problem is that this data that is populated into the content control isn't sitting in a datasource that Word is connect to, but instead it's being populated at document creation time by Power Automate, might be the reason why its not working, but I'm not 100% certain since this isn't my forte :|.
Thanks in advance!

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