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JohannaM
Advocate I
Advocate I

Merge field data from SharePoint list with Word .docx template

Hello All

 

I am currently trying to build a flow that will take field data from a sharepoint list and populate a word docx template and then save to a document library. 

 

At the moment i am struggling to merge the data with the word document.

 

Any help would be appreciated.

1 ACCEPTED SOLUTION

Accepted Solutions

Here's a post that I just wrote about how to send metadata to Flow, and Flow generates a Word document with the Quick Parts populated.

https://wonderlaura.com/2019/01/09/microsoft-flow-quick-parts/

Laura Rogers
SharePoint MVP
SharePoint Consultant / Trainer at IW Mentor

View solution in original post

7 REPLIES 7

Hi @JohannaM

 

You will need to use document templates with quick parts for this. Then set the document properties witht the data form the list and when the document is opened the quick parts should be updated.

 

Thank you for your response.

 

I have my document with quick parts, the issue i am having is how to merge the data from the list with the template within Flow.  which connector would i need to use to bring the two parts together to produce the final document.

 

You would probably have to go for a

get content  - in the sharepoint connector ( where you read to content of your template document)

create document - in the SharePoint connector use the content

update file propertes - in the SharePoint connector.

Many thanks, i will try that out.

GabrielStJohn
Microsoft
Microsoft

Hello, @JohannaM!

Thank you for posting on the Flow Community Forum! Have you had an opportunity to apply @Pieter_Veenstra‘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



Could you point me in the direction of a connector that can create a document, using a .docx template and merging that with data from a sharepoint list.  As i have not been able to complete this part of the process.

 

Many thanks for your help.

Here's a post that I just wrote about how to send metadata to Flow, and Flow generates a Word document with the Quick Parts populated.

https://wonderlaura.com/2019/01/09/microsoft-flow-quick-parts/

Laura Rogers
SharePoint MVP
SharePoint Consultant / Trainer at IW Mentor

View solution in original post

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