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When New SharePoint Item is Created > Create Folder > Convert Item Details to PDF > Add to folder

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Posted on by EH-19031246-0

Hi all!

I have a three-parter. I have built a SharePoint List with a custom form in Power Apps that includes approximately 55 fields. Here is what I am trying to accomplish (please forgive me, I am relatively new to this level of Automate):

When a new item is created in this list, create a new folder in a designated SharePoint Document Library and name it the list item's Title + ID << I have done this! It is working just fine. Yay!
Convert the new list item details from step 1 to a clean and formatted PDF (I am not looking to export the data as a table, but instead something similar to a completed PDF form)
Save the new PDF from step 2 into the new folder created in step 1

I have read that the best way to accomplish part 2 of this (creating a PDF of the data) is to convert it first to HTML and then save a temporary html file in OneDrive, which can then be converted to PDF. I gave that a try and it is not going well... I have used the "Select" data operation and mapped out all of my columns, then used the "Create HTML table" data operation and threw the Select Body in there, and then used the OneDrive for Business "Create File" to choose the folder and name the file. When I run the flow, it does create a temporary HTML file to a One Drive folder, but it smooshes all the columns together and it includes all items in the list and not just the new item like I want. I am not sure how to limit it to the new item, format it, or how to get that temporary html file converted to a pdf and then saved back into the SharePoint folder.

Below are some screenshots to show what I have done so far. I would be greatly appreciative of any assistance! And remember, I am a relative novice here, so I beg you to explain any steps to me like I am a two year old.

THANK YOU SO MUCH

Step 1: When a new item is created:

Step 2: Create new folder:

Step 3: Get items:

Step 4: Select

Step 5: Create HTML table:

Step 6: Create file:

Result:

Categories:

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PowerDeveloperTP 453 on at

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Hello,

One thing I observed is you are using get items action, are you limiting it using ID? I think you dont need to use get item action, as the trigger "New item created" itself will have all the details of new item.

I think below blog explains what you are trying to do. Hope it helps.

https://steveknutson.blog/2022/01/25/create-a-pdf-from-a-sharepoint-list-item-with-power-automate/

Thank you.

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EH-19031246-0 16 on at

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Thank you @PowerDeveloperTP! I took your suggestion to remove the Get Items and then followed the instructions in the provided video. When working on "Compose", it started adding a bunch more "For each" loops that I am not familiar with (5 of them now). I think it may have something to do with the fact that my fields contain multi-select combo boxes? Each time I added one of those to my "Compose" data operation it seemed to throw another on there. Anyhoo, when I tried save it said I needed to add parameters to the "for each"es, and I didn't know what to select. I clicked randomly (wrong choice) and saved, tested my flow, and it failed.

Any idea what I should select here?

"For each 1":

"For each":

"For each 3":

"For each 2":

"For each 4":

"For each 5":

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PowerDeveloperTP 453 on at

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Hello,

Thank you for sharing details.

Yes, Good catch, if you have multiselect columns then it would create loops. But, when you create html or pdf, we need those information in single field. So, you can append the multiselect values in a variable and pass it to html. I have created a sample for you and its working.

Also, if you want table with borders and colours, you will have modify the code with CSS styles. This is my compose action

<table style="border-collapse: collapse; width: 100%;">
<tr>
<th colspan="2" style="text-align: center; font-size: 16px; border: 1px solid black;background-color: #b6e3f2;height: 50px;">TEST TABLE</th>
</tr>
<tr>
<td style="border: 1px solid black;padding: 10px;"><strong>Requested by</strong></td>
<td style="border: 1px solid black;padding: 10px;">@{triggerBody()?['Author/DisplayName']}</td>
</tr>
<tr>
<td style="border: 1px solid black;padding: 10px;"><strong>Title</strong></td>
<td style="border: 1px solid black;padding: 10px;">@{triggerBody()?['Title']}</td>
</tr>
<tr>
<td style="border: 1px solid black;padding: 10px;"><strong>Multiselect</strong></td>
<td style="border: 1px solid black;padding: 10px;">@{variables('Mutiselect')}</td>
</tr>
</table>

Create a PDF from a SharePoint List Item with Power Automate – SharePoint Moments

Hope this helps.

Thank you.

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EH-19031246-0 16 on at

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Thank you so much @PowerDeveloperTP for leading me down the right path! I was able to use this information as a starting point and got all 3 steps to work correctly! Thank you so much for your help!

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