Excel uploaded in forms to PDF after approval.

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Posted on by Hector_MME

Hi all!

I have the following flow.

When a new response is submitted
1. In the form the people upload an Excel attachment
Get response details
Create a New Folder (the folder path is based on the response ID)
Parse JSON to get the Excel URL
Then Inside a For Each loop (because of the Parse JSON)
1. Start and wait for an approval (I use the Body Link in the approval Link, so that the approvers can open the file.)

If approved I'd like to convert the Excel into PDF and store in the previously created folder... How can I do that? I've not figured out how can I get the content of the uploaded Excel.

Thank you very much!

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Building flows

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Robu1 1,621 Super User 2026 Season 1 on at

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Hi HM-14032219-0,

Thank you for choosing Microsoft Power Platform Communities.

To achieve your goal of converting an uploaded Excel file to PDF after approval and storing it in the created folder, here’s a step-by-step guide:

Retrieve the Excel File Content:

Use the "Get file content using path" action (if the file is stored in SharePoint or OneDrive) or "Get file content" action (if you have the file identifier from the uploaded form response).

This action will fetch the binary content of the Excel file.

Convert Excel to PDF:

Use the "Convert file" action available in the OneDrive for Business connector. Set the file content from the previous step as the input and choose the output format as PDF.

If you’re using a third-party connector like Cloudmersive, you can use their Excel to PDF conversion action.

Store the PDF in the Created Folder:

Use the "Create file" action in SharePoint or OneDrive to save the converted PDF in the folder you created earlier. Set the folder path dynamically based on the response ID.

Handle Errors and Approvals:

Ensure that your flow includes error handling in case the file format is not supported or the conversion fails.

Use the approval outcome to conditionally proceed with the conversion and storage steps.

For a detailed walkthrough, you can refer to resources below on converting Excel to PDF using Power Automate. Let me know if you need help with any specific step!

Convert Excel Worksheet to PDF in Power Automate - Cloudmersive APIs

How to Create PDF from Excel using Power Automate - Enjoy SharePoint

If you have any further questions or need additional assistance, feel free to ask!
Happy to help.

Robu 1

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Hector_MME 4 on at

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Hi Rebeca!

Thanks for your response and for sharing the step by step... in the step I'm stuck in, is in to get either the folder path or the ID of the file.

As the folder path can be dynamic due to the different file names and I don't know how to get the ID out of the URL.

Should I trim the URL string with some rules or there is any other way to get file content?

Thanks in advance!

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