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Hello experts,
I'm trying to create a scheduled flow to export items from my SharePoint list into a Word document. So far I am able to replace values in a word document template on a row/record basis however I want to export field items filtered based on a date field in one spot like a paragraph or bulleted items list kind of thing to generate a weekly report.
fields similar to: Activity, Date created, Created by, Status
I read something about composing but I'm not quite sure how I can apply it here. Can someone please list out the steps for the flow that I should build?
Any help would be hugely appreciated!
@Amilah If you use the "Directory" option in Word Mail Merge you can get all the records from an Excel file in report format. I would export the list as Excel and then open it using in the mail merge reporting document.
I researched a lot to find the best way to do this flow and here is what I found (in case this helps someone else stuck like me).
First of all, I am not an expert so experts feel free to jump in if I am incorrect 😊
I learned that it is currently not possible to export rows of SP list into a single word document by category. The best I could do came out with Html tags enclosing each value.
But you can export values into a word template that replaces placeholders like mail merge. You can use repeating section content control to create a table format. I found that I couldn’t export rows of records to the same document. Instead, this feature is quite useful to create invoice and hire letters and such documents with few values to be changed for each iteration. You do need a premium Power Automate subscription to be able to export to MS Word.
Here is my work around flow
This is not the word document that I wanted but it contains all the essential information I needed for the report.
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