Creating a document containing information from a new list item

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Posted on 5 Dec 2023 00:31:47 by Elisabeth1

I am trying to build a flow that automatically creates/populates a document with information from a newly created list item.

I have tried a few methods including merging documents, but I don't know enough about templates to be sure I am starting from the right point. I just want the flow to create a simple document to act as a receipt of the information in the new list item so that I can add this to a folder. The file can be .docx or .pdf.

I am also hoping there is a way to capture the text information of my list item, as well as a thumbnail image.

Any advice on where to start (templates etc) and how to build a working flow to transfer list item info into a document will be great!

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Business Process Flows

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annajhaveri 8,531 Most Valuable Professional on 07 Dec 2023 at 09:29:21

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Re: Creating a document containing information from a new list item

@Elisabeth1 you can try using "Populate a Microsoft Word template" action