Hello. I'm a Microsoft 365 user. I'm seeking help in converting responses from a Microsoft Form to a Word or PDF document, where the data fields are mapped to tags. This process is currently being done from a Mail Merge (manually) from an Excel doc, and I'd like help setting up a Flow to execute the process. I've got one Flow which brings Form data into a Sharepoint List. Is there anyway from either Forms (direclty) or from the Sharepoint List that I can export the data fields into a previously mapped Word doc? I have limited programming experience, so nothing too complex. Also, no paid services like Plumsail.
This seems like something that should be fairly easy to do but I have already spent a lot of time on it. I have found several OLD articles referring to solutions that could be done older versions of Sharepoint, but they don't seem to match current versions.
Thanks in advance.
Could you please share a screenshot of your flow's configuration?
Further, do you want to convert the Response data into a Word doc?
I have made a test on my side and please take a try with the following workaround:
Add a "Create HTML table" action, From set to output of the trigger. Include headers set to Yes and Columns set to Custom. Within Header-Value map entry, type these Response Data dynamic contents that you want to show up in Word doc. On my side, I type three entries within it as below:
Add a "Create file" action of OneDrive for Business connector. File Name field set to Response.doc, File Content field set to output of "Create HTML table" action.
Note: I store the Word doc in my OneDrive for Business folder.
The flow works successfully as below:
The created Word doc opens well as below:
Thank you for your thorough reply. Your workflow is helpful and gives me hope. I am wondering what I can do to change the formatting of the output. Rather than a table, this document needs to be in a readable format for a layperson. I was hoping to input tags into a template document to populate fields similar to a mail merge. This flow will be used eventually to populate job applications to be read by a hiring committee. I would love to put it on company letterhead. For example, the Word doc would be modeled as below:
First Name: [first name field response data]
Last Name: [last name field response data]
Address: [address field response data]
Any ideas on how to modify the solution you proposed?
Thank you immensely for your assistance.
I believe the Plumsail Documents Connector (not free) offers this capability. With this connector, you can create various types of documents from within Flow.
Please note that I am not endorsing this product - just saying that it is an option.
First off I want to say I am no pro at this and I have just been teaching myself. I was in a similar situation and needed to create a word document with the data that was inputed. Sorry if I use the wrong lingo or am not super precise-- I am not a tech person but this how I did it. The document isn't super pretty but it works for me.
How my form is set up
This is how my form starts-When a response from Microsoft Flow is submitted then my flow runs.
Note if your information is from Forms remember you have to make sure it is in the "apply to each" box and you have the get response details set up.
This solution doesn't meta-tag (hopefully thats the right word!) it but it just puts the information in a word Document.
I am assume we all know how to build the basic flow so I am skipping over the beginning part.
1. Add an action and clicked - then clicked Create File for OneDrive
2. Inputed Folder Path
3.For My File Name I used the Dynamic Data
4. File Content I inputed some text and then added Dynamic Data
5. Ran my flow and it created a document in the folder path as specified above.
The Document looks like this:
Hope that helps-- again I am not a tech person but just explaining what worked for me!
Thanks and have a great day!
Encodian provide a 'Free' SKU which provides two HTML conversion actions which allow you to directly enter the HTML:
This post provides a good example of converting Microsoft Form data to a document: https://blog.encodian.com/2019/08/building-word-documents-from-microsoft-forms-responses/
More details on the actions below:
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