Learn how to send SharePoint List data to Word Documents and PDFs using Power Automate

  Рет қаралды 21,278

SharePoint Smart

SharePoint Smart

Жыл бұрын

Learn how to get print output using SharePoint lists and Power Automate to send output to a Microsoft Word Template. Additionally convert the documents to PDFs after they are created.
Note that this functionality requires the Power Automate "Per user plan": powerautomate.microsoft.com/e...
Buttons shown in the video can be set up using free templates from SharePointDashboards.com here: sharepointdashboards.com/
A written walkthrough of how to set up the Word template and related workflow steps can be found here (thanks Matthew!): www.matthewdevaney.com/power-...

Пікірлер: 36
@ScotTheGr8
@ScotTheGr8 Жыл бұрын
Thanks so much for taking the time and effort to lay this out and explain it so well! Very appreciative!
@SharePointSmart
@SharePointSmart Жыл бұрын
Hi thanks for your positive feedback! You might be interested in attending a webinar on this topic next week: www.infowisesolutions.com/webinars
@hendrikvanzyl8420
@hendrikvanzyl8420 Жыл бұрын
Great video - been looking for this all over - great Job...
@jasrasr
@jasrasr 3 ай бұрын
I am totally geeking out on what you just showed. I am not sure how I have not seen your videos. This site for buttons and such is amazing and I will definitely check that out!
@SharePointSmart
@SharePointSmart 3 ай бұрын
Glad you liked it - there are lots of cool templates at SharePoint Dashboards site. 🙂
@s961201
@s961201 4 ай бұрын
Awsome video! You explain well and appear very knowledgable! Thanks. I can't wait to start my little project!!
@SharePointSmart
@SharePointSmart 3 ай бұрын
Thank you - good luck!
@rikkers258
@rikkers258 7 ай бұрын
This is fantastic, would love to see the automated flow for the calculation of line items to invoice.
@dekiblue
@dekiblue 10 ай бұрын
Very nice tutorial, thanks. Please consider using the headset, or moving your mic away from the desk, because when you type the sound of you pounding the keyboard goes to the mic and my eardrums suffer - or have the text prepared and just do copy/paste. Thank you.
@CINsyg
@CINsyg 8 ай бұрын
Great video, you could use get item to awoid the outer apply to all
@SharePointSmart
@SharePointSmart 8 ай бұрын
Thanks!
@arthurnami5295
@arthurnami5295 7 ай бұрын
Great Video, and tested the hyperlink button aleady, which is working fine, hower was not able to set up the button, that includes the link from the invoice to the line items and feedback or more guidance to that is appreciated
@timchurch4377
@timchurch4377 6 ай бұрын
Great video! Where do I find the plain text content control on word for mac?
@paulmcburney7773
@paulmcburney7773 Жыл бұрын
this is a great tutorial however in columns that are enhanced rich text do not convert to the word doc as readable text. do you have a work round for this?
@shenalhooks
@shenalhooks Жыл бұрын
Hi! Thank you for this video. I'm unable to locate the "Get Lines" action option. Does that me I dont have the ability to create this flow?
@bobbirowlett6728
@bobbirowlett6728 11 ай бұрын
This video is great! Is there a way to bypass the button alltogether? Desired flow: Form submission received, triggers for folder to be created in SharePoint, update the list with the folder url, get items to populate Word doc and save the document generated to the SP location same as new folder created in earlier step? Big ask, but I think it should be possible. Asking you, the expert. Thank you!
@heba77777
@heba77777 6 ай бұрын
thanks can we do print for all lines all in one word doc it multiple the template in the same word file ??
@notorioussamurai1671
@notorioussamurai1671 6 ай бұрын
Amazing work, I thought that printing into word in a controlled manner is not possible with P/A! But would this work to some complex meeting schedule sharepoint list which has: 1. Links with files like pictures and graphs in PDF 2. Uploaded annexes in the field (either PDF, excel or word) Is it possible to print those points 1.2. in a continuous print? I see that the day of the meeting and name is easy peasy but saving people from opening all the contents would be cool. If its not possible with powerautomate (the data types are really crazy) is there any other way how to view this all at once in Sharepoint? Thank you!
@anandbhagat8177
@anandbhagat8177 Ай бұрын
"For selected item" Action or template is not available .can you help?
@sajeedismail
@sajeedismail Ай бұрын
I have the same question
@jaysonestimos5815
@jaysonestimos5815 Жыл бұрын
Hi, thanks for the very informative video. But you did not show how to connect the data from list to word document. Can you make a video for that?
@SharePointSmart
@SharePointSmart Жыл бұрын
Hi Jayson - please rewatch the video - this is done in Power Automate.
@JeevanKumar-ir3io
@JeevanKumar-ir3io 5 ай бұрын
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.
@YasminBello
@YasminBello Жыл бұрын
When you add a new invoice how does lines link (hyperlink) automatically update? And when you click on the lines link it takes you to the next list… please help out on this process
@SharePointSmart
@SharePointSmart Жыл бұрын
This is covered in the video
@DavidC659
@DavidC659 Жыл бұрын
Hi, thanks a lot for the helpful video. However, I have a question regarding a small part of your video: at 9:37 you click on the button "lines" to filter another list based on that specific invoice. How do you configure that button? In other words, what is the hyperlink that you put for your button to work that way? Thanks. David
@SharePointSmart
@SharePointSmart Жыл бұрын
You need to filter the line items list to a specific invoice number. Use the URL for that filtered view to use as a dynamic URL in the invoices list. The button templates are at sharepointdashboards.com
@DavidC659
@DavidC659 Жыл бұрын
@@SharePointSmart Hi, thanks a lot for the useful answer. It works perfectly. However, is there a way to automatically generate that url within the button? Or do we necessarily need to manually configure the button? Thanks in advance. David
@SharePointSmart
@SharePointSmart Жыл бұрын
@@DavidC659 You just swap in [$ID] in where the ID is from your URL for the JSON button.
@mnu.vision9866
@mnu.vision9866 11 ай бұрын
What do you mean exactly by that?@@SharePointSmart I also don't understand how this buttons really works. Can you help us please?
@jonorth5814
@jonorth5814 4 ай бұрын
@SharePointSmart - Hi there - I am trying to work out the steps here, do you create a hyperlink column@@SharePointSmart and if so what is the hyperlink you use in each item?
@s961201
@s961201 4 ай бұрын
Hi - it drives me bonkers - where do you get value from in Apply to each Select an output from previous stages? What is value? In dynamice content I can fetch my sharepoint list fields? @17:14 min
@manzoorahmadsiddiqui4530
@manzoorahmadsiddiqui4530 Жыл бұрын
Is the generated PDF editable?
@SharePointSmart
@SharePointSmart Жыл бұрын
No - that is the purpose of converting it to a PDF so that it is not editable.
@manzoorahmadsiddiqui4530
@manzoorahmadsiddiqui4530 Жыл бұрын
@@SharePointSmart Thank you!
@yocopop
@yocopop 9 ай бұрын
thank you for the information,, very helpful, however how can we send picture taken (taken in powerapps) stored in Sharepoint List to Word? thanks in advance
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