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Power Platform Community / Forums / Power Automate / Update Word Document f...
Power Automate
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Update Word Document from Dataverse

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Posted on by 131

Greetings everyone,

 

I'm hoping to seek some assistance with building what I initially thought was a straightforward process.

 

Here are the basics:

I'm currently utilizing SharePoint, Dataverse, PowerApps, and Power Automate. My goal is to create a Weekly Activity Report, where users from different teams can input their data through a PowerApp. The information is then stored in Dataverse. I have a template for each week of the month in a SharePoint library, and I'm trying to populate each person's section of the Word document once they submit their entries.

 

In the Word document, I have content controls for each department.

Kamz_3-1683744515702.png

 

The flow:

The flow is triggered when a new row is added to the Dataverse table. Alternatively, we could run it on a schedule.

 

Kamz_0-1683744008656.png

I've set up a switch for each department within the Weekly Activity Report. Once a department is selected, it will populate the appropriate content control in the Word template and update the file.

Kamz_2-1683744212513.png

The issue:

I need to figuure out a way to:

  1. Grab the correct file from SharePoint for the current week
  2. Is it possible to have rich text entered into the word document in this way
  3. Identify which entries within Dataverse go with which file week/month
  4. Would it be better to run this on a schedule (Example every 1 week pull all data entries within the dataverse table and apply them?)

 

 

Thank you in advance for your assistance.

 

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  • Verified answer
    Linn Zaw Win Profile Picture
    2,996 on at

    1. To grab the correct file from SharePoint dynamically, it can be a bit tricky. You can populate the File as a dynamic value but you will have to populate the word template values in a JSON format since the designer is not able to identify the fields anymore.

     

    LinnZawWin_0-1684850832340.png

     

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