Hello — I have setup a SharePoint list as an employee performance mgmt log; each has a folder and within it entries that contain additional data such as the name, a ref# for the entry, the status of the entry, a summary (enhanced rich text) dates/etc, as well as a spot for action notes/updates/outcomes. There’s a section for links/attachments as well. The enhanced text in the action notes is sort of needed, but the summary could be replaced to plain text. We like that the action notes record who edited it with a timestamp. There’s a couple things I am trying to accomplish:
Sorry if this is in the wrong area, but if anyone can direct me or provide insight, I’d appreciate it.
So far this has been the best thing we’ve done and is effective, as we can use it in teams for the authorized users and grant access to specific folks only, as well as in SharePoint. We can attach files and links related to the entries and notate progressively, send automated weekly reports to leaders who are remote, etc, and generally it’s really been a great fix. But, the not getting to print the few times needed or PDF is a sticking point. The Excel CSV isn’t the answer.
I have setup flows to send at least some of the info to certain users when a certain condition is met, like a warning or a praise that is marked completed or followup, or when it’s assigned to someone, but it doesn’t really contain enough of the data to be useful.
I have another flow setup for a separate list, which is working great, but I can’t figure this one out.
We can’t use any of the premium services. I do not really know how to use PowerApps and I am not sure if I can.
Hi @NicolasHJ ,
How many PDFs are you expecting to generate a month?
Encodian and Plumsail has free tiers that allows up to 50 actions per month. Here is a link to Encodian.
Otherwise, for non premium options, sending an HTML email may be your best bet.
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You wouldn’t have a screen shot of the way the HTML table flow should be setup, would you? I tried it twice and it kept failing. Not sure what the error was.
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