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Generating PDF in Flow using Word Connector

Real life example of how I use this: Equipment is tested before being shipped.

* The PM uses PowerApps to enter in the equipment details 

* Engineering uses PowerApps to pull the equipment description the PM has entered and they input the design specs for that unit

* Tesing uses PowerApps to view the equiment details from PM, design specs from Engineering and they then input the actual readings they get when they are testing the untit. 

All three people have put in different parts of the data for this one item on a SharePoint list. A flow is triggered by 'Item Modification' and looks to see that all three have done their part and then gets the item details, puts them in a Word Template already created, generates a pdf of the final "Test Report" and attaches it back to that item on the SharePoint list. The test report can then be viewed, emailed or printed by any of the involved parties within minutes of the last person inputting their data.

See below:

First create a word document that is laid out how you would like. Put text as a place holder (the column name of that field on your SharePoint list is a good choice) in all the places you want to pull in data from your SharePoint List. Hightlight each of those text fields one by one and in Word under Developer click on "Plain Text Content Control"

 

Capture.JPG

Save this Word document on your SharePoint site.

Flow Breakdown:

* When an item is created or modified

* Condition (making sure your required fields are all complete..mine makes them actually mark it as complete so there are two Yes/No columns)

* Get item (ID of item modified)

* Populate a Microsoft Word template (select Word document, items on left side are fields from Word document, the items you select on that show on the right side are the fields from your SharePoint List)

* Create file (OneDrive)

* Convert file (OneDrive)

* Update item (I like changing to status to easily flag this as complete and attached)

* Add attachment (OneDrive pdf)

* Delay (most systems take a minute or two to add an attachment so this is to allow for that..I use 2 minutes)

* Delete file (OneDrive)

See screen shots below:

Part1.JPGPart2.JPGPart3.JPGPart4.JPGI have found this to be very useful and much easier and nicer looking than the HTML method so I hope this helps you out too!! 

 

Thanks for reading! 

Comments

Great post! With the new features it makes us much easier to put things together with ‘a little more’ actions, but no need to code! 👍🏻💪🏻


@rebeccas wrote:

Real life example of how I use this: Equipment is tested before being shipped.

* The PM uses PowerApps to enter in the equipment details 

* Engineering uses PowerApps to pull the equipment description the PM has entered and they input the design specs for that unit

* Tesing uses PowerApps to view the equiment details from PM, design specs from Engineering and they then input the actual readings they get when they are testing the untit. 

All three people have put in different parts of the data for this one item on a SharePoint list. A flow is triggered by 'Item Modification' and looks to see that all three have done their part and then gets the item details, puts them in a Word Template already created, generates a pdf of the final "Test Report" and attaches it back to that item on the SharePoint list. The test report can then be viewed, emailed or printed by any of the involved parties within minutes of the last person inputting their data.

See below:

First create a word document that is laid out how you would like. Put text as a place holder (the column name of that field on your SharePoint list is a good choice) in all the places you want to pull in data from your SharePoint List. Hightlight each of those text fields one by one and in Word under Developer click on "Plain Text Content Control"

 

Capture.JPG

Save this Word document on your SharePoint site.

Flow Breakdown:

* When an item is created or modified

* Condition (making sure your required fields are all complete..mine makes them actually mark it as complete so there are two Yes/No columns)

* Get item (ID of item modified)

* Populate a Microsoft Word template (select Word document, items on left side are fields from Word document, the items you select on that show on the right side are the fields from your SharePoint List)

* Create file (OneDrive)

* Convert file (OneDrive)

* Update item (I like changing to status to easily flag this as complete and attached)

* Add attachment (OneDrive pdf)

* Delay (most systems take a minute or two to add an attachment so this is to allow for that..I use 2 minutes)

* Delete file (OneDrive)

See screen shots below:

Part1.JPGPart2.JPGPart3.JPGPart4.JPGI have found this to be very useful and much easier and nicer looking than the HTML method so I hope this helps you out too!! 

 

Thanks for reading! 



@rebeccas wrote:

Real life example of how I use this: Equipment is tested before being shipped.

* The PM uses PowerApps to enter in the equipment details 

* Engineering uses PowerApps to pull the equipment description the PM has entered and they input the design specs for that unit

* Tesing uses PowerApps to view the equiment details from PM, design specs from Engineering and they then input the actual readings they get when they are testing the untit. 

All three people have put in different parts of the data for this one item on a SharePoint list. A flow is triggered by 'Item Modification' and looks to see that all three have done their part and then gets the item details, puts them in a Word Template already created, generates a pdf of the final "Test Report" and attaches it back to that item on the SharePoint list. The test report can then be viewed, emailed or printed by any of the involved parties within minutes of the last person inputting their data.

See below:

First create a word document that is laid out how you would like. Put text as a place holder (the column name of that field on your SharePoint list is a good choice) in all the places you want to pull in data from your SharePoint List. Hightlight each of those text fields one by one and in Word under Developer click on "Plain Text Content Control"

 

Capture.JPG

Save this Word document on your SharePoint site.

Flow Breakdown:

* When an item is created or modified

* Condition (making sure your required fields are all complete..mine makes them actually mark it as complete so there are two Yes/No columns)

* Get item (ID of item modified)

* Populate a Microsoft Word template (select Word document, items on left side are fields from Word document, the items you select on that show on the right side are the fields from your SharePoint List)

* Create file (OneDrive)

* Convert file (OneDrive)

* Update item (I like changing to status to easily flag this as complete and attached)

* Add attachment (OneDrive pdf)

* Delay (most systems take a minute or two to add an attachment so this is to allow for that..I use 2 minutes)

* Delete file (OneDrive)

See screen shots below:

Part1.JPGPart2.JPGPart3.JPGPart4.JPGI have found this to be very useful and much easier and nicer looking than the HTML method so I hope this helps you out too!! 

 

Thanks for reading! 


 

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  • Working daily with Microsoft Cloud to deliver the needs of my company, my customers and various Microsoft communities and forums. | Office 365 | Flow | PowerShell | PowerApps | SharePoint |
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  • 7x Microsoft Business Solutions MVP (CRM)
  • Solution Architect with Slalom, and organizer of the Boston Office 365 User Group, and long term SharePoint/Office 365 veteren. Find more at http://www.davidlozzi.com. Follow @DavidLozzi
  • I'm keen in MS technologies, SharePoint, Office 365 and development for them
  • Daniel is a Business Productivity Consultant & Microsoft Business Solutions MVP who is very enthusiastic about all things Office 365, Microsoft Flow, PowerApps, Azure & SharePoint (Online). Since the preview, Daniel has been working with Microsoft Flow and later on with Microsoft PowerApps. That led to him being awarded an MVP Award for Business Solutions. He loves to blog, present and evangelize about improving productivity in the modern workspace with these amazing tools!
  • Michelle is an Office 365 solution architect in Twin Cities, MN. She has been delivering business collaboration solutions for years with her focus on SharePoint and Office 365. Michelle is a recent board member of the Minnesota Office 365 User Group and has been a member of the SharePoint community since 2009. She is a frequent speaker at MNSPUG and SharePoint Saturday and co-chaired the Legal SharePoint User Group for 4 years. Her most frequent projects have involved rolling out a large deployment of Office 365, SharePoint Online intranet, build of a "CHAMPS" Office 365 user adoption program and most recently, SharePoint On-Premise to Online Migration. Michelle is very excited about cloud technology as it is shifting her IT Pro focus to collaboration strategy and technical adoption.
  • I'm a Microsoft Office Servers and Services MVP with a special interest in SharePoint, Office 365, Microsoft Flow, Microsoft Teams and PowerApps. I work at Triad Group Plc ( https://triad.co.uk)