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Can I create a document from a template in JavaScript?

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Posted on by tschopp

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In my model-driven app, I have some Word document templates setup in the Power Apps Templates feature. I would like to be able to create a document from one of the templates triggered by JavaScript code. The new document would be populated with values for a specified record. Ultimately, I would have the document returned in the code so I can place it in a folder. Is this possible?

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vdblohowiak Microsoft Employee on at

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Re: Can I create a document from a template in JavaScript?

You rule man. The only non-plugin solution of ExportPdfDocument I could find on the interwebz. Even works from within a PCF control with a little bit of tweaking. I wish I could add the code here but my post is failing to submit when I include it.
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jm125245 on at

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Re: Can I create a document from a template in JavaScript?

You can use the exportPdf Action. Here's some example TypeScript code that will return a File object - for uploading, saving, printing, etc.

async function exportPDF(entityRef: Xrm.LookupValue, templateRef: Xrm.LookupValue, primaryEntityTypeCode: number, name: string): Promise<File> { const r = await Xrm.WebApi.online.execute(new ExportPDFRequest( primaryEntityTypeCode, templateRef.id, entityRef.id, )); if (!r.ok) { throw Error(`"Response not ok: ${r.status} ${r.statusText}`); } const rBody = <{ PdfFile: string }>await r.json(); const pdfFile = new File([base64ToByteArray(rBody.PdfFile)], `${name}.pdf`, { type: 'application/pdf' }); return pdfFile; } function base64ToByteArray(base64: string) { return Uint8Array.from(atob(base64), c => c.charCodeAt(0)); } class ExportPDFRequest { public EntityTypeCode: number public SelectedTemplate: object; public SelectedRecords: string; constructor( entityTypeCode: number, documentTemplateID: string, selectedRecords: string, ) { this.EntityTypeCode = entityTypeCode; this.SelectedTemplate = { "@odata.type": "Microsoft.Dynamics.CRM.documenttemplate", documenttemplateid: documentTemplateID, }; this.SelectedRecords = JSON.stringify([selectedRecords]); } public getMetadata() { return { boundParameter: null, // not bound parameterTypes: { EntityTypeCode: { typeName: 'Edm.Int32', structuralProperty: 1, // PrimitiveType }, SelectedTemplate: { structuralProperty: 5, // Entity Type - don't validate just pass as object }, SelectedRecords: { typeName: 'Edm.String', structuralProperty: 1, // PrimitiveType }, }, operationType: 0, // action operationName: "ExportPdfDocument" }; } }

You could also consider calling the same API from Power Automate -> Generate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow - There's Something About Dynamics 365 (2die4it.com)