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virakones
Resolver II
Resolver II

Issues populating Dynamically Created Word Document Template saved in Sharepoint

Hello,

 

I'm aiming to create a flow that populates a Word template from an online Microsoft Form in 2 separate processes: Employee fills out form and generates Word template file, upon completion, Manager populates the same file.


1. Employee
The first Flow below will collect the details of the first form, generate a timestamp filename, populate word document and create a file in a Sharepoint library and then finally sending an email to the manager when this process is complete.

In that email contains the filename and a link to the seperate Manager Form.

virakones_0-1610469810366.png

 

2. File in Sharepoint

At this point, there is a file in sharepoint that, when I download it, still contains template elements and controls (mainly just plain text control).

virakones_1-1610470210191.png


3. Manager

 

At this stage, the Manager will receive the above email when the employee completes their form. I ask the Manager to copy the filename provided as a response so that I can use it to reference the exact file the employee filled out.

In the flow, when a new Manager form response is completed, it will store the filename provided as a variable that I use to replace the filename in the populate word template action. Before adding the variable name, I use a sample file to pre-fill the fields. when the fields are filled from the dynamic content, I swap out the filename for the variable.

At this point, the flow, I imagine, should be able to grab the correct file and populate the document considering that it is still a template.

 

virakones_3-1610470464001.png

 

Issue

The file is properly retrieved but does not seem to recognize template elements in the document even though I get the correct file, and when downloaded, still contains empty plain text controls for the Manager portions.

 

virakones_2-1610470325785.png

 

virakones_5-1610470851942.png

virakones_4-1610470757732.png

 

What can I do here to resolve this? Is it possible to reference a Word file as a variable?

1 ACCEPTED SOLUTION

Accepted Solutions
virakones
Resolver II
Resolver II

This is resolved.

See @RichFunk365's post here, I was able to dynamically fill in the manager portions of the template using dynamic file schema field. 

View solution in original post

1 REPLY 1
virakones
Resolver II
Resolver II

This is resolved.

See @RichFunk365's post here, I was able to dynamically fill in the manager portions of the template using dynamic file schema field. 

View solution in original post

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