cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
New Member

Advice on automating document creation

Hi,

 

This is my first post on here, and I’m pretty new to power apps in general, so I’d be very appreciative of any advice given! Apologies if I’ve posed this in the wrong place.

 

I'm trying to find out the best way that I can build a proposal to send out to potential clients by using a template and adding in objects based on the requirements but using a form for the sales team to use. The most simplified way I can list is as follows:

 

1) Sales team opens form and enters variables e.g. number of people in the client business.

2) When Sales team select option to 'create' proposal, power app takes selected variables and corresponding quick parts and adds them to template.

3) proposal document is made available document library.

 

Is this a possibility with power apps or am I asking too much of it?

 

Thanks,

 

Andrew

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Re: Advice on automating document creation

Hi @aaltendorff,

 

I think you should be post this in the wrong place. Here is MS Flow community.

I guess you are currently having issue about PowerApps, you could post your question here again.

Also, if you have any questions about Flow, please provide more details, we would provide proper workaround for you.

 

Best Regards,

Barry

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

View solution in original post

4 REPLIES 4
Community Support
Community Support

Re: Advice on automating document creation

Hi @aaltendorff,

 

I think you should be post this in the wrong place. Here is MS Flow community.

I guess you are currently having issue about PowerApps, you could post your question here again.

Also, if you have any questions about Flow, please provide more details, we would provide proper workaround for you.

 

Best Regards,

Barry

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

View solution in original post

Highlighted

Re: Advice on automating document creation

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
Highlighted
Anonymous
Not applicable

Re: Advice on automating document creation

I have also written a blog based on a similar context insofar as using Quick Parts / Content Controls in a Microsoft Word document “template”. Might help you...

https://masteroffice365.com/booking-form-leveraging-powerapps-microsoft-word/
Highlighted
Microsoft
Microsoft

Re: Advice on automating document creation

Hi @WonderLaura,

This is great content.  I have a question for you, unfortunately it may be more of a Word question probably than a Power Automate question - I've got a document with content controls in it that i'm populating from a Powerapp via Flow.  

When a specific plain text content control XYX is populated with value of ABC, I want a paragraph to appear, otherwise I don't want it to appear. 

Is this possible?  I've tried unsuccessfully using { IF "{ MERGEFIELD XYZ \* MERGEFORMAT }" = "ABC" "True" "False" } 

I'm starting to think my problem is that this data that is populated into the content control isn't sitting in a datasource that Word is connect to, but instead it's being populated at document creation time by Power Automate, might be the reason why its not working, but I'm not 100% certain since this isn't my forte :|.

Thanks in advance!

Helpful resources

Announcements
firstImage

Super User Program Update

Three Super User rank tiers have been launched!

firstImage

Power Platform 2020 release wave 2 plan

Features releasing from October 2020 through March 2021

firstImage

New & Improved Power Automate Community Cookbook

We've updated and improved the layout and uploading format of the Power Automate Cookbook!

thirdimage

Power Automate Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

Top Solution Authors
Users online (5,247)