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Power Apps - Microsoft Dataverse
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Document Template - Refresh XML Mapping and Edit Template

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In Power Apps, model-driven app, I followed this instruction: Use Word templates to create standardized documents - Power Platform | Microsoft Learn and worked great as a mail merge.  However, now I need to edit the template after adding new columns in the table.   Is there a way to edit the existing document template with the new columns (i.e. refreshing the XML Mapping in Word)?

I tried the following:

1. Added new columns in table and published

2. In Document Template settings - selected and edited the current template.  It gives a message 'Read-only, you don't have access to edit' - I have system admin role in the environment and have full access. I'm not sure where to check the access to edit existing template. 

3. I downloaded the existing template (via 'edit' option) but the XML mapping does not include the new columns. 

4. Created a new template which has all the new columns but the Word file is blank. 


I'm hoping there's a way to avoid creating new template and re-creating the entire document (i.e. letterhead, standard text, etc.) each time the customer requests new columns/data to include in the template.

mda-doc-temp.png

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  • Verified answer
    EricRegnier Profile Picture
    8,716 Most Valuable Professional on at
    Re: Document Template - Refresh XML Mapping and Edit Template

    Hi @Tamras,
    Unfortunately there's no elegant way to edit directly. You'll have to re-create a new template and copy paste from the old one (with tweaks) or save a copy of the old one and manually edit the definitions. I don't use this method anymore actually (I beleive it's on its way to deprecation) and I know it's the same for a lot of other people. I recommend using Power Automate instead. Here's a nice article: https://powerautomate.microsoft.com/fr-fr/blog/generate-word-documents-in-your-flows/ 
    Hope this helps! 

  • Aethyta Profile Picture
    on at
    Re: Document Template - Refresh XML Mapping and Edit Template

    @EricRegnier I've used Power Automate to create a Mail Merge from SharePoint to Word so hopefully, it's the same or similar process. I'll check out the link you've provided. Thank you!

  • EricRegnier Profile Picture
    8,716 Most Valuable Professional on at
    Re: Document Template - Refresh XML Mapping and Edit Template

    Yup it would be the exact same process except you're getting the data from Dataverse instead of SharePoint

  • Verified answer
    Mira Ghaly Profile Picture
    11,409 Moderator on at
    Re: Document Template - Refresh XML Mapping and Edit Template

    @Tamras 

    If you still want to use the existing template please check the below article on how to edit the metadata:

    https://onlinemgblog.wordpress.com/2020/06/22/update-existing-word-templates-in-dynamics-356/

     

     

  • Aethyta Profile Picture
    on at
    Re: Document Template - Refresh XML Mapping and Edit Template

    @Mira_Ghaly This is amazing.  Thank you!

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