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marcmackey
New Member

Batch generate pdf from sharepoint list query

I just finished the edX course on PowerApps and Flow, and am over the top excited how much time this tool will save me. However, I'm a begginner. Here's my scenario:

 

Third party sales reps complete a form each month and email it to my company. Based on this form, eligibility for a payment is determined, and a monthly pdf request to accounting is generated to send payment to a distributor (who employs many sales reps). 

 

I have a sharepoint list where each item determines eligibility for the payment for that particular sales rep. With a manual trigger each month, I'd like Flow to query the sharepoint list, then generate pdf's of accounting payment requests for each distributor, and either save or email the result (I can do either of those).

 

How can Flow query a sharepoint list, return the eligible items, aggregate the items by distributor, then generate multiple pdf's based on an accounting template for payment requests to each distributor? Any help with suggested strategy or Flow tools would be appreciated. 

2 REPLIES 2
v-yuazh-msft
Community Support
Community Support

Hi @marcmackey,

 

You could take a try to use the "Filter array" action to get the the eligible items, also aggregate the items by distributor using the "Filter array" action,then create a excel table with those items,save the excel table in the Obedrive for business,and then convert the excel table to a pdf file.

 

Best regards,

Alice

GabrielStJohn
Community Champion
Community Champion

Hello,  @marcmackey!

Have you had an opportunity to apply @v-yuazh-msft‘s recommendation to adapt your Flow? If yes, and you find that solution to be satisfactory, please go ahead and click “Accept as Solution” so that this thread will be marked for other users to easily identify!


Thank you for being an active member of the Flow Community!

-Gabriel
Flow Community Manager

- Gabriel
Community Manager
Power Automate | Power Virtual Agents
Super User Program Manager



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