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MaxTampa Helper I
Helper I

How to create a word document from a sharepoint list item?

I would like to create a word document from metadata in a sharepoint list.

 

I need to create a letter (word doc) from a template. Inside the letter are fields that will be merged from the sharepoint list metadata.

 

Is this possible with flow? 

 

thanks

 

Max

7 REPLIES 7
Meneghino Community Champion
Community Champion

Re: How to create a word document from a sharepoint list item?

Community Support
Community Support

Re: How to create a word document from a sharepoint list item?

Hi MaxTampa,

 

You may try the following flow configuration to see if it will meet your needs.


In this flow, I use the trigger “When an item is created”, and save the file on Dropbox.

3.PNG


Please try it on your side.


If you need more help, please feel free reply.


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.
MaxTampa Helper I
Helper I

Re: How to create a word document from a sharepoint list item?

@Meneghino

 

I have been able to build out a flow as directed. I am not able to get the word document to update. I do get a new document created in the document library with metadata paced inside the document.

 

I may not be creating the template correctly.

 

Do you have any additional details on setting the Word Template in the document library?

 

Thanks 

Max

MaxTampa Helper I
Helper I

Re: How to create a word document from a sharepoint list item?

@v-yamao-msft I have been testing @Meneghino suggestion as I need the document in SharePoint versus Dropbox.

Meneghino Community Champion
Community Champion

Re: How to create a word document from a sharepoint list item?

Hi @MaxTampa

Frankly I have not worked with this for a long time, but you could be right.

Possibly the document gets created with the initial metada, but does not get updated if the metadata changes.

Not ideal, but you could delete and recreate the document if the metadata changes.

 

Anonymous
Not applicable

Re: How to create a word document from a sharepoint list item?

Hello @MaxTampa
Did you find a solution ? I'm currently facing the same problem. 

Thank you, 

Martin

Sunday
New Member

Re: How to create a word document from a sharepoint list item?

Here is how I achieved it with Microsoft Flow:

 

http://www.sharepointcorridor.com/2018/05/generate-word-document-from-sharepoint.html

 

@Anonymous @MaxTampa

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