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jonis3401
Frequent Visitor

Create a Power Automate to input data from a SharePoint list into a fillable Word Doc

Ok. I really need help. I am out of options and I need to get this done. I have Googled, YouTube and MicroSofted and I cannot do it anymore. I am going crazy. I do not and cannot have a premium license. I do not have the option for a trigger by "Manually Trigger a flow" all I have is for mobile use only. Which doesn't help me. 

 

I have tried the following: 

My Library name in the "Update file properties" keeps changes to jibberish it should be the second screen shot. 

 

jonis3401_1-1666295685890.png

jonis3401_3-1666295903630.png

 

Ok having said all of that. This doesn't work either. 

 

What I have going on: I have a power app, that once the submit button is hit the data goes to a SharePoint list. Originally I have a flow set up to have an email sent with attachments informing people that their application has been submitted with directions. However, what I need to be completed is the information that they have put into the Power App needs to be put into the PDF that I have attached to email. I know that I cannot do that since I do not have a premium license so I am switching it up to a word doc. However I cannot get the data to go to my word doc I have created. I believe I have the word doc setup correctly. But my flows will not work. I really need somebody to walk me through getting this completely ASAP. I am leaving my position in 2 weeks and I need finish my project. 

 

simple flow to send email 

jonis3401_4-1666296478276.png

 

Thank you so much for anybody who can assist!!

 

 

 

4 REPLIES 4
Rhiassuring
Super User
Super User

In your "Limit Columns by View", you need to write the name of the view you want to use. Looks like you've crammed a bunch of columns in there hoping it would limit by those. It is looking for a pre-set SharePoint view. So go create a view in SharePoint with those columns - keep in mind that filters do not apply in this sense, only the columns.

 

The fact that you don't have the option to Manually Trigger a Flow is wild to me, and makes no sense. I'm a Business Standard user - no fanciness here - and I have access to it. Where are you trying to add it? Are you trying to delete your trigger and re-create it? 

Honestly, your easiest and fastest method here might be using Encodian. They are baked into Microsoft so you'll see they don't need a premium license, AND, their many-many-many actions (PDF & word alike) are free up to X amount of runs per month. 

You might want to take a look at that and see if it helps before continuing this method. 

CC @AlexEncodian / @Jay-Encodian 

 

 

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Jay-Encodian
Community Champion
Community Champion

Thanks @Rhiassuring 

Hey @jonis3401 - I think this post has you covered? - Populate a Word or PDF Document using Power Automate V2

It details how to take data captured in a PowerApp and add the data to a Microsoft Word document which is then added to SharePoint.

There's also some related guides covering:

Add SharePoint List Item Data to a Document

Mail Merge Word Document with Microsoft Forms Response

 

Let me know if I can help further

Thank you @Jay-Encodian for responding. Before I give this a try I have a question. When I create an account and I create this flow, how to do I transfer this flow over to the next person? 

I was trying to start my flow off with a manual trigger but the only option I have is the mobile option. 

If I sign up for a Encodian account, it wants a contract number. I do not have one. I am running out of options. If I use One Drive and transfer my flows over to somebody else will the documents transfer over as well?

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