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sandy_791
Level: Powered On

Generating a purchasing order on the fly based on PowerApps form.

Hi All,

 

We have a requirement as follows for a client.

  • Procurement department will enter the PURCHASE ORDER which has supplier information, supplier address, contact, phone, supplier email, description items etc.

    We will be using PowerApps with SharePoint Online.

  • Now, the client is asking to pull a template (Word Document) for Purchasing order FORM (PowerApps) and autogenerate this PowerApps form as PDF when the procurement enters the data. After that PDF document to different suppliers.
  • For e.g.

    Consider an HR recruitment form where HR admin creates a FORM (3rd party SharePoint Online Form) with candidate’s information such as candidate’s first name, last name, personal email address emails, candidate’s manager etc. as shown:

    01 HR Form.png


    Manager approves the candidate.
    and Offer letter is generated with the information pre-filled detailed with Form that HR admin filled in.

    Offer letter is generated in a document library called NewUserDocTemplates
         02 Generated Offer Letter.png

Offer Letter Template  - Test.docx is a template based on HR Form teams have pre-defined.

03 Contents of Offer Letter.png04 HR Offer Letter template from Workflow.png
and Workflow has all the variables  



Q: Does PowerApps / Flow has the option to generate offer letter or purchasing order based on PowerApps form and Flow?
 
There is a flow connector that converts Office documents to PDF. https://flow.microsoft.com/en-us/blog/convert-files-using-muhimbi/

But I am looking for an option were Procurement department team can use a standard template (Word document template) and when a Purchasing Order when a new PO is generated on the fly as PDF document.

https://community.nintex.com/community/build-your-own/blog/2017/12/14/how-to-use-document-generation...

 

Any guidance will be highly appreciated.  

4 REPLIES 4
Community Support Team
Community Support Team

Re: Generating a purchasing order on the fly based on PowerApps form.

Hi @sandy_791,

 

Yes, we could use flow to convert a file to PDF. However, it is not possible to format the file content.

 

Using a standard template then replace the variables with dynamic contents is not possible currently, if you need this feature, please submit a request on Flow Ideas Forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

 

Best regards,

Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Administrator
Administrator

Re: Generating a purchasing order on the fly based on PowerApps form.

Hello, @sandy_791!

Have you had an opportunity to apply @v-yamao-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
Microsoft Power Automate Community Manager
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sandy_791
Level: Powered On

Re: Generating a purchasing order on the fly based on PowerApps form.

Hello @v-yamao-msft

 

Thanks for your reply. 

Yes, the default PowerApps does not have that template feature, but PowerApps team suggested a plumsail connector that can use in solution 

 

Thank you.   

send2mark
Level: Powered On

Re: Generating a purchasing order on the fly based on PowerApps form.

If you are good with HTML you can use the following in Azure to call from Flow.

https://gist.github.com/tmakin/80e1905094245c857c493b7879657095

 

If you can figure out the pricing with Azure support it can be so much cheaper than these 3rd party services.

 

I am going to start a blog soon out on smithroad.com, but for now I did create this video on what it can look like on a mobile device. https://www.youtube.com/watch?v=Re3wU0i4esM&t=5s

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