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nhalvorson
Level: Powered On

Create Document from SharePoint List

I'm new to Flow, and fairly new to SharePoint. So far I'm finding myself unable to do what I need. I'm really hoping that it's just my inexperience, but it's extremely frustrating.

 

Right now I am trying to create a flow that will generate a new document in my SharePoint library when a new item is added to my SharePoint list. I want it to pull the list data and populate the new document using the template that I created for my document library. I have search all over trying to find how to do this and everything that I've found uses SharePoint workflows and SharePoint Designer. From what I can tell, SharePoint Designer doesn't exist anymore and the only SharePoint workflow that shows as an option is a three-state workflow.

 

Due to company policies, I cannot do this using any third-party add-ons.

 

Someone please tell me that this is possible to do using Flow?

1 ACCEPTED SOLUTION

Accepted Solutions
nhalvorson
Level: Powered On

Re: Create Document from SharePoint List

I was able to create a functional flow to acheive this. If there is an easier way, I couldn't figure it out. Here's my workaround.

 

Create word document with desired template. Put this document into my sharepoint library and assign quick parts for the column metadata that I will fill in from my list information.

 

Set up a flow to copy and rename that file in the library when a new list item is added. I then have an approval step. If the new list item is rejected, the document copy and the list item are deleted. If the item is approved, it is assigned a tracking number, and I pull the item id for the new file through the get metadata through path step (to this point, the copy file step does not populate the item id). Then I'm using the 'update file properties' step to assign the list item column data into the new file's quick parts.

 

I'm actually then going a step farther, and using the 'get file content using path' step to then create a file and have this file stored on the server in addition to our sharepoint document.

 

This is all working to fill in my template and update it when changes are made to my list. Hope this helps someone!

View solution in original post

12 REPLIES 12
Anonymous
Not applicable

Re: Create Document from SharePoint List

I am in the same scenario. I have been researching the past hour. I can do text file outputs but not output with a word template and use something like a merge. Other posts state it can be done.

Community Support Team
Community Support Team

Re: Create Document from SharePoint List

Hi @ nhalvorson,

 

What is the document type of the template that you would use for your document library? Is it the word document or excel document?

Could you please share a screenshot of the content of the template document?

 

 

If your template is an excel document, Microsoft flow support to insert row to an excel file in services such as “OneDrive” , “OneDrive for Business”, “Dropbox”, “Google Drive” and so on as screenshots below:

You could store the excel in the services to such as “OneDrive”, you could use “insert row” action of OneDrive Connector to insert the dynamic content of your sharepoint item to the excel.

 

 

 

Regards,
Alice Zhang

nhalvorson
Level: Powered On

Re: Create Document from SharePoint List

I'm using a word .docx as my library template. I have figured out how to use the create file and update file properties to generate a new word doc and insert the metadata into the file, however this step still does not generate a document that is formatted as my template.

 

I am also able to save the template to my library and use the 'copy file' step to generate a new, formatted file that is named based on the list item being updated. After the 'copy file' step, the dynamic content does not populate with the item id for the new file, my only option is file size. Is there a way to use expressions to determine the item id from the 'copy file' step?

 

It seems at this point I can either have a file with the metadata, or a file based on my template, and not both.

nhalvorson
Level: Powered On

Re: Create Document from SharePoint List

I was able to create a functional flow to acheive this. If there is an easier way, I couldn't figure it out. Here's my workaround.

 

Create word document with desired template. Put this document into my sharepoint library and assign quick parts for the column metadata that I will fill in from my list information.

 

Set up a flow to copy and rename that file in the library when a new list item is added. I then have an approval step. If the new list item is rejected, the document copy and the list item are deleted. If the item is approved, it is assigned a tracking number, and I pull the item id for the new file through the get metadata through path step (to this point, the copy file step does not populate the item id). Then I'm using the 'update file properties' step to assign the list item column data into the new file's quick parts.

 

I'm actually then going a step farther, and using the 'get file content using path' step to then create a file and have this file stored on the server in addition to our sharepoint document.

 

This is all working to fill in my template and update it when changes are made to my list. Hope this helps someone!

View solution in original post

mykel
Level: Power Up

Re: Create Document from SharePoint List

Hi nhalvorson,

 

Would you mind posting a screenshot of your flow?  How are you assigning the list variables into the web parts of the document?

nhalvorson
Level: Powered On

Re: Create Document from SharePoint List

Unfortunately, I'm in the middle of a major overhaul on this Flow (for other reasons) and I had to break everything before rebuilding it. So a screenshot right now wouldn't help you much. I've got web parts on my word document so that when I use the update file properties action I can assign the SharePoint list columns to the web parts. That puts the data from each column into its respective field on the template.

LegOps63
Level: Power Up

Re: Create Document from SharePoint List

Would you be so kind as to create a quick How To video for this?! It would be greatly appreciated.

Anonymous
Not applicable

Re: Create Document from SharePoint List

Thank you so much - this worked perfectly!!  🙂 

jpt1228
Level: Powered On

Re: Create Document from SharePoint List

How is this an accepted solution? Please post screen shot of flow.

 

Thanks

CFernandes
Level: Powered On

Re: Create Document from SharePoint List

I have written a blog, which will help you convert a List item to PDF using a Button for a SharePoint Form customized in PowerApps https://clavinfernandes.wordpress.com/2018/11/07/convert-a-list-item-to-pdf-using-a-button-for-a-sha...

Highlighted
WonderLaura
Level: Powered On

Re: Create Document from SharePoint List

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

Re: Create Document from SharePoint List

@nhalvorson ,

 

There is a new Microsoft Word connector that allows you to do this without using quick parts.

 

Check out this blog post I wrote on it here: https://www.dmcinfo.com/latest-thinking/blog/id/9838/overview-of-microsoft-flows-new-word-online-con...

 

Let me know what you think!

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