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winstony
Level: Powered On

Trying to conditionally build a Word document

I'm trying to build a contract dynamically, either hiding or revealing certain clauses in the Word template based on the values from the form.  For example, we have a template for a Master Agreement.  We also have a template for Addendum A that can be added to the end of the Master Agreement.  If the person filling out the form indicates they need a Master Agreement with Addendum A, how do we produce one combined Word document?

 

I have been able to take input from a MS Form and build a Word document from a template with results from the form.  We're using the Plumsail connector for that. 

 

One idea is to try to combine multiple Word templates, but I'm not sure Flow is capable of appending/combining Word documents (I'm know you can combine PDF, but we need it in Word).

 

Another idea is to have all the content in the Word template, and then hide/remove blocks or sections of the template depending on the results of the form. But I can't figure out how to do that.

 

Thanks for any suggestions!

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winstony
Level: Powered On

Re: Trying to conditionally build a Word document

Hi @v-yamao-msft , thanks for the reply.  

 

Actually, I just found a solution.  Plumsail has released a new action called Merge DOCX!   Good timing.  It looks like they just rolled it out: https://community.plumsail.com/t/merge-docx-action-missing-from-flow/7567

 

The action doesn't appear automatically, so I had to create a custom connector as outlined here: https://plumsail.com/docs/documents/v1.x/flow/create-custom-connector.html?highlight=custom%20connec...

 

It even allows the ability to merge multiple Word docs into one, which is exactly what we were looking for.

 

4 REPLIES 4
Community Support Team
Community Support Team

Re: Trying to conditionally build a Word document

Hi @winstony ,

 

Thanks for feedback.

 

Per my certain knowledge, it is currently not possible to merge documents into a single file using Flow.

 

Two connectors, Plumsail and Muhimbi have the ability to merge PDF files but not Word documents.

 

Please consider submitting a request on Flow Ideas Forum for this feature:

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

 

Best regards,

Mabel

 

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.
Highlighted
winstony
Level: Powered On

Re: Trying to conditionally build a Word document

Hi @v-yamao-msft , thanks for the reply.  

 

Actually, I just found a solution.  Plumsail has released a new action called Merge DOCX!   Good timing.  It looks like they just rolled it out: https://community.plumsail.com/t/merge-docx-action-missing-from-flow/7567

 

The action doesn't appear automatically, so I had to create a custom connector as outlined here: https://plumsail.com/docs/documents/v1.x/flow/create-custom-connector.html?highlight=custom%20connec...

 

It even allows the ability to merge multiple Word docs into one, which is exactly what we were looking for.

 

Community Support Team
Community Support Team

Re: Trying to conditionally build a Word document

Hi @winstony ,

 

Thanks for updating and sharing.

The docs you shared with us are really helpful.

 

Best regards,

Mabel

 

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.
Jay-Encodian
Level: Powered On

Re: Trying to conditionally build a Word document

Hi,

Encodian have just released a new action which enables multiple word documents to be combined into a single word document. See below

9a.png

Ref: https://support.encodian.com/hc/en-gb/articles/360023972213-Merge-document-array-to-Word

May help?

Thanks J

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