Power Automate - Populate Word Template (Convert to PDF)

Поделиться
HTML-код
  • Опубликовано: 5 ноя 2024

Комментарии • 75

  • @charlesdawnbeltran9603
    @charlesdawnbeltran9603 2 года назад +2

    Very well done and easy to follow.
    I just a question. Is it possible to populate sharepoint picture attachments into the table cells?

  • @chrismolyneux4577
    @chrismolyneux4577 2 года назад +5

    Great video makes simple sense 😃 Do you know how to do this for images that are uploaded via a Microsoft forms submission? I have been struggling with solving this bit 🙃

  • @zhelinwang1716
    @zhelinwang1716 Год назад +1

    Hi Ben , it is so great job . I have a question ,is there a solution to add more dynamic images in the table .thanks .

  • @riaanthiart1173
    @riaanthiart1173 11 месяцев назад +1

    Great video Ben. One question, when creating the Word template and adding the content control properties, you did not use the “Tag” property- other videos I have seen they always recommend adding the same name in the “Tag” property. What is the Tag property used for? Thanks!

    • @sovereignsp
      @sovereignsp  11 месяцев назад +2

      Thanks! Good question. Usually word will automatically change it to what you name it if you leave it blank, but I believe it shows up in the hint text on the populate a word template action. Either way, I’ve never encountered any troubles with adding it or not if that’s helpful :)

  • @ShogaZerihun
    @ShogaZerihun 2 года назад +2

    Ben thank you for sharing this tutorial. But for some reason, Word couldn't get the data from the SharePoint list with a drop-down for multiple selections. Any idea about that?

  • @dulatyussupaliyev1315
    @dulatyussupaliyev1315 18 дней назад

    Hi Ben. Great video, thanks for sharing! Can you advise, if it is possible to fix top and bottom rows, so they are repeated on each page? and repeating section is within these rows on each page?

    • @sovereignsp
      @sovereignsp  12 дней назад

      You bet! Glad it was helpful. That is quite the interesting idea, could you use the header and footer perhaps? If you'd like, feel free to email me at ben.fetters@sovereignsp.com and we can continue the conversation. :)

  • @rreukauf
    @rreukauf Год назад +2

    Hi Ben, great video. I am new to Power Automate so this is extremely helpful. I have stored images (2 image fields for each record (Before and After)) in a sharepoint list that I would like to add to my word document (and PDF). I am struggling to understand how I can grab those because they don't show up in the dynamic content.

  • @EpinionatedMusic
    @EpinionatedMusic 2 года назад +2

    This is an excellent tutorial. Thank you so much for creating it!

  • @BalakrishnaMarothu
    @BalakrishnaMarothu 6 месяцев назад

    This is really helpful. Though the input for the repeating content control is sorted, the control is displaying the data in random order. Could you please let me know how we can make it order.

  • @bobbirowlett6728
    @bobbirowlett6728 Год назад +1

    Hi Ben - This is so helpful. Thank you! Along with taking your list items and eventually putting to a PDF - I need to also translate Spanish into English for the PDF. Where would you do that? Would it be in a flow before creating the documents or after they're created? I also need to file the pdf in a specific folder for each list item. Can you help me with these challenges?

    • @bobbirowlett6728
      @bobbirowlett6728 Год назад

      Thanks - I will try that next week at work, Thanks so much for taking the time to help! @@sovereignsp

  • @rehanzahid759
    @rehanzahid759 9 месяцев назад

    I have few questions and I will be highly obliged if you answer those questions.
    1. What if we need to populate a word document template from excel. Based on excel cell values, we need to skip few pages from the word document template. Is it possible to do using Power Automate?
    2. Is it possible to do this using word document template residing in desktop and excel file residing in desktop instead of sharepoint.
    Thanking you in anticipation.

    • @sovereignsp
      @sovereignsp  9 месяцев назад

      Great questions! As long as you add the fields as I do in the video, it doesn't matter where they are in the document, so yes, it "skip a few pages".
      As for the excel file, you'd technically need to use a desktop flow to get data from an excel file that is on your desktop, but you could use OneDrive instead of SharePoint and still do a Cloud flow (the type of Power Automate flow I use in the video).
      let me know if you have any other questions or need anymore help on this, I'd love to help!

  • @goatchart
    @goatchart 10 месяцев назад +1

    Thanks for the video Ben. Can you help explain how I can include the same value multiple times in the same document? I have given fields the same name in the document but don't want to have to enter each one several times.

    • @sovereignsp
      @sovereignsp  10 месяцев назад

      Great question! You might just have to enter the same value, but I think you may be able to use bookmarks in word to reference a piece of info in your document. I'm imagining you have a ton of the same field value, so I would add one text input control, set it as a bookmark, then reference that bookmark everywhere else that you need to display that information. I believe that should work, let me know if it doesn't! :)

    • @gauravpradhan6215
      @gauravpradhan6215 11 дней назад

      Hey i have the same question were you able to some it

  • @katielux357
    @katielux357 9 месяцев назад +1

    HI Ben, thanks for this! do you happen to know how to do this with something that needs to print multiple instances per page? Something like name badges or barcode images.

    • @sovereignsp
      @sovereignsp  9 месяцев назад

      Great question! The repeating section control could possibly handle what you're wanting to do, but I would perhaps try using the Print() or PDF() function in Power Apps. That would more likely be able to handle something complex like that.
      Feel free to email me at ben.fetters@sovereignsp.com if you'd like anymore guidance with that and I'd be happy to help. :) Sounds like a fun project!

  • @davebrew8224
    @davebrew8224 Год назад

    Your video was so helpful, thanks so much. I really like the gospel library icon on the toolbar :)

  • @ronnapoj
    @ronnapoj Год назад +1

    How to create your "Invoice" power apps in the last of your video to fill data in your share point?

  • @DeceptiveDesigns1
    @DeceptiveDesigns1 Год назад +1

    I have a PDF Form, I want to add drop down menus to it, and based on the selection it only gives certain answers in other sections, or autofill's sections based on answers

  • @s961201
    @s961201 7 месяцев назад

    Great video - thanks a lot! I have several .jpg files as attachments to my sharepoint list item. Let's say it is photo copy receipts of travel expenses for my travel expense report. Or som photos documenting your invoice lines in this video. Do you know if it would be possible to loop through the attachments and populate the jpeg as a repeating table of pictures?

    • @sovereignsp
      @sovereignsp  7 месяцев назад

      Thanks! Great question and great scenario! images don't work in repeating sections to my knowledge :( But, you can use Adobe Merge PDF and possibly convert the images into a pdf, then merge them all together along with your populated word template if that makes sense?

  • @hectormorenor.2957
    @hectormorenor.2957 Год назад

    Could you please help me, I want to develop an app like this one, but how did you do that? I mean, do you have another video explaining how to develop the app that trigger the flow? Pleaseee

  • @manilaabrham191
    @manilaabrham191 2 года назад +1

    this just doesn't work. i select the site where i saved the word document. but i couldn't find the list. either you skip a very important part in this video or i do not understand..... i was very excited to try this.... :(

  • @pamelabrownfield5145
    @pamelabrownfield5145 Год назад

    Great video/ excellent content/ one question? How do I store new pdf back to share point

    • @pamelabrownfield5145
      @pamelabrownfield5145 Год назад

      Great that worked 🎉

    • @pamelabrownfield5145
      @pamelabrownfield5145 Год назад

      Could I ask another question? I have a SharePoint form that has attachments in it and I would like to add the link to that attachment into the word template and than to the pdf . Have you done this?

  • @JeevanKumar-ir3io
    @JeevanKumar-ir3io 8 месяцев назад

    Hi
    Great video and thanks for the detailed explanation.
    However, could you please explain how to convert populated word document in SharePoint to Pdf.
    I tried with "Convert Word Document to PDF" and it is not working.
    Kindly help.

  • @markherman9561
    @markherman9561 2 года назад

    For whatever reason, image control as a form field does not work in the header. So I just created multiple versions of the word template. In the Populate thte Template action, when you use a variable value for the file, you have to create a dynamicFileSchema since PA doesn't know what fields are being served up.

  • @cl4773
    @cl4773 2 года назад

    Hi Ben,
    Thanks for the tutorial,, its great however I'm not able to test this, because suddenly we are at 29:38, could you make a tutorial or just explain a bit more in detail how you got there?
    Regards

    • @cl4773
      @cl4773 2 года назад

      @@sovereignsp thanks it worked! But how do I calculate the total amount since I have multiple rows in my invoice-items?

  • @frankibarra589
    @frankibarra589 Год назад

    How did you add and remove items to the table from your power apps application. I think you do it with a form based on a sharepoint list. But how did you do that functionality to see the items you added?

  • @josephbeaulieu4093
    @josephbeaulieu4093 2 года назад

    Really great work here. Thank you for the insight!

  • @ederjimenez8
    @ederjimenez8 4 месяца назад +2

    Hi! I´d like to know if I can do the same with Power Automate Desktop version, I´m traying to replicate the same example but repeating section does not appear on populate word template action on PA Desktop. Thanks for your help

    • @sovereignsp
      @sovereignsp  4 месяца назад +1

      Great question! I would imagine it would be a little difficult then with desktop, I’ll look into that and will let you know, but is there a reason you can’t/don’t want to use a cloud flow to do this instead?

    • @ederjimenez8
      @ederjimenez8 4 месяца назад +2

      @@sovereignsp thanks for your answer, the main reason is because I need to generate many dynamics pdf files with a SQL query and putting those files on a onpremise location.

    • @sovereignsp
      @sovereignsp  4 месяца назад +1

      @@ederjimenez8 Oh okay, well awesome! Here are my thoughts, hopefully they are helpful:
      - one option is to use html and create an html file that contains all the data that you would need, then convert that into a PDF. Might take a little more work, but you can make the files how you would need them, with repeating sections/table in html. There's been a few times when I've had to go this route and it works great once you get the html right.
      - You've probably tried this, but creating a onpremise gateway connection with Power Automate? That could help solve some of the issues related to storing data on premise.
      Hopefully this is helpful! If you have any more questions, I'd be happy to help.:) Best of luck!

    • @ederjimenez8
      @ederjimenez8 4 месяца назад +2

      @@sovereignsp Yes, I have an onpremise getaway connection with PA. I ended up solving by using the same way you described on this video. The difference is that my data source is an SQL storage procedure. Of course on cloud version it takes much longer to complete the entire flow. In addition, I had to create a very short PA Desktop flow to download PDF files previously generated. Finally I only need to delete pdf files from OneDrive, cuz I’m not interested in keeping them. THANKS A LOT FOR YOUR SUPPORT👏🏼👍

    • @sovereignsp
      @sovereignsp  4 месяца назад +1

      @@ederjimenez8 Yay! Awesome. Glad it worked out!

  • @A-broken-clay-jar
    @A-broken-clay-jar Год назад

    You deserve more subscribers!

  • @entrepreneur-income
    @entrepreneur-income Год назад

    Hello Ben, How to translate an eBook Word file while keeping all the images in place?

  • @Unleashedxpower
    @Unleashedxpower 2 года назад +1

    Hey Ben,when i try to convert the file to PDF in my flow I get a bad request error saying that it could not open the file in order to convert it. Do you know why this may not be working properly? Thank you

  • @xichen2617
    @xichen2617 10 месяцев назад

    is there a way to make "Rich Text Content Control "work in power automate? I want to pass over the rich text from app to word. Thanks.

    • @sovereignsp
      @sovereignsp  10 месяцев назад

      As of right now, I don't believe there is a way! Hopefully one day they'll add that functionality. But, if you're using Power Apps, Power Apps does now have a PDF() and a Print() function if you didn't know all ready, which would allow you to do some formatting etc.

  • @davidoddy4668
    @davidoddy4668 Год назад

    The premium connector for word and pdf. Is this a user account upgrade ? What's the average cost of the sub for office365 with this premium access?

  • @navarrocloud
    @navarrocloud Год назад

    Very good info, thanks for sharing.

  • @VitaliiLashchenko
    @VitaliiLashchenko Год назад

    Good afternoon, how can I add an image to the repeating area of my Word template?

  • @GagandeepSingh-lz5bg
    @GagandeepSingh-lz5bg Год назад

    Is there way to generate rows in word template based on a value of one of the other fields. For example "How many servers required? 2", If value is 2, then I want to show "Server1: test server 1
    Server2: test server 2"
    But if value is 1, then I just want to show "Server1: test server 1".

  • @paulpattinson2992
    @paulpattinson2992 Год назад

    I got this working up to a point... all the rows seem to show the first record from the array?
    Although the array that is being built in the power automate has a different record?
    Whats going wrong here?

  • @rehanzahid759
    @rehanzahid759 9 месяцев назад

    Amazing video.

  • @lawrencefriedman1924
    @lawrencefriedman1924 11 месяцев назад +1

    Hi - I want the user to be able to create their own text via a power app UI and to populate a word document. Some of the text will have numerical values. Is that possible?

    • @sovereignsp
      @sovereignsp  10 месяцев назад

      Yes! Totally possible and very easy to do. Reach out to me at ben.fetters@sovereignsp.com if you have any questions on doing that. :)

  • @VerenaW-js9gw
    @VerenaW-js9gw Год назад

    Hi Ben, thanks for the tutorial, worked all fine - but I have an issue with the fonts of my word template. As I am using CI confirm fonts, they are gone when word is converted to PDF. Any solution for that? Thanks, V

  • @dellboysnr
    @dellboysnr 2 года назад

    How do you get the Populate Microsoft Word Template (Premium) for PowerApps please

  • @alifpurnama3298
    @alifpurnama3298 Год назад

    in my case error in convert file. id not found from create file

  • @samimirza2506
    @samimirza2506 4 месяца назад

    how do we insert attached file link hyperlink to view file inside the word document which we are populating

    • @sovereignsp
      @sovereignsp  4 месяца назад

      Are you asking how you can insert a link to a different document?
      Right now, really the only way to do it is to at the text control and put the link into the control. You can format the text so that it is blue and underlined so that it looks like a link.
      But, if you convert the document to a PDF, the link will still work really well.
      Was that what you were asking or am I off?

  • @hannahdaisy6905
    @hannahdaisy6905 8 месяцев назад

    I am using the 'convert word document to PDF' action as my document is saved in a SharePoint folder. I'm then using body/itemid to look up the dynamic file but the flow failed at this stage because it could not find the file. Any ideas?

    • @sovereignsp
      @sovereignsp  8 месяцев назад

      I believe you'll just need the file identifier if I remember right instead of the file id (go figure). Let me know if that doesn't work. :)

  • @juniorjose06
    @juniorjose06 Год назад

    Thank you so much!!.

  • @RachelTheRetiredInfluencer
    @RachelTheRetiredInfluencer Год назад

    I couldn't follow this... There's no "Developer" tab in Word Online. Now what?

    • @RachelTheRetiredInfluencer
      @RachelTheRetiredInfluencer Год назад

      got it! @@sovereignsp

    • @s961201
      @s961201 7 месяцев назад

      right click on the ribbon and select "edit ribbon settings" or something like that (not sure what it's in English). There you can check off the Developer.

  • @tonya3308
    @tonya3308 Год назад

    Does anyone know if there is a limit to the number of repeating controls permissible in a MS Template and Power Automate? I have a need to insert six small tables; however, when I add the Populate MS Word Online template connector in Power Automate it will only allow two of the tables/arrays to be used in the template even though I have six in the template. The total length of the document with all data populated is four pages so its well below the 10MB limit. There isnt any rich text or anything exotic - it would be like in this video example if there were like six categories to include in the invoice template.

  • @Henriquez3100
    @Henriquez3100 4 месяца назад

    Hi! Not necessary copy file?

    • @sovereignsp
      @sovereignsp  4 месяца назад

      Hello! If I understand you correctly, are you asking if you can copy the file that the Populate a word template creates?

  • @nodens30
    @nodens30 8 месяцев назад

    Great tutorial, but wish you had saved me 20 minutes by saying it needed a premium plugin, that isn't an option for me as I work for a public body.

    • @sovereignsp
      @sovereignsp  8 месяцев назад

      Great point, should've mentioned that!

    • @DamiensRegicide
      @DamiensRegicide 6 месяцев назад

      This other guy explained without the premium. ruclips.net/video/s6NaIYP3-_w/видео.htmlsi=scKMh8V2z7h2I8dW

  • @maxgrispen9670
    @maxgrispen9670 2 года назад

    Thank you for the tutorial. I have a small problem when my table is bigger than one page. Than the table is splitted in header on first page and table on second page. is there a fix for that?

  • @benf2057
    @benf2057 2 года назад

    Thx Ben I’m Ben too , seems like most Ben like to be lazy 😂