Generate Word Document Template Using Power Automate

 Introduction:

In this Blog am explaining how to Generate Word Template using Power Automate with Back End as SharePoint.

And am Covering how to add Repeating Controller and Plain Text Content Controller in Word Document.

 

Implementation Steps:

 

1. Navigate to your SharePoint Site and Create SharePoint List

2. In my case i have created 2 SharePoint List One is Employee and another Student

 

3. Add Records to Employee List and Student List

 

4. Now Open Microsoft Word Document 

 

5. Once Microsoft Word Opened Click on Developer in Ribbon Tool Bar 

 

 

6. If the Developer is not available then Click File --> Select Options --> Click Customize Ribbon and Select Developer --> and Click OK

 

 

7. Once Done Click Insert and Select Table

 

 

 

8. Now Input the Name in the First Column

 

 

9. Now Select the ID  then Click On Developer Ribbon Tab at the TOP then Select Add Plain Text Content Controller

 

 

10. Now Once Done Select the ID Column then Click Properties

 

 

 

11. After Clicking Properties it will Open Popup Enter Title and Tag

 

 

 

12. Once done, do the same for other Column as Well

 

 

 

13. Once Done, Now we are ready to Add Repeating Content Controller For the Table so that it will display All the Values from the List

 

 

 

14. Now Click On Properties and Provide the Tag and Title For Relating Table

 

 

 

15. The Same Way Create a New Table For Student and Add the ID and Title 

 

 

16. Now am Adding a Single Line of Text  Value as Well--> Simply add a Single Line of Text

 

 

17. Once Done Save the File in Your SharePoint Site

 

 

Once after Record Gets Created navigate to https://flow.powerautomate.com

 

18 . Click Apps --> Select New Flow --> Select Instant Cloud Flow and Input the Name as (Generate Word Template Using Power Automate) and Click Create.

 

 

19. Now Click Add Step and Select SharePoint and Search for Get Items and Add the SharePoint Site and Select List Name

 

 

20. Now Add Get Items Again and Get the Student List

 

 

 

21.Once Done Click Add Step and Search For SELECT

 

 

 

22. Now Select the Respective Values then Please make sure the EMPID and EMPTITLE As like as Properties which we have created in Point 11

 

23. Now Select Add Steps --> Search for Word then Select POPULATE A MICROSOFT WORD TEMPALTE then Select the Locations

 

 

 

24. Now for Populating REPEATING TABLE click the HIGHLIGHED BUTTON and Select the OUTPUT Values form Point 21.

 

25. Now Add Some Custom Values in Single Line of Text.

 

26. Now Send an Email 

 

 

That's it 

 

Now are are good to start the Process

 

 

 

Now the Flow Created Successfully. Now am Opening My Email and Downloading the file

 

 

 

Open the Downloaded File 

 

 

That's it 

 

I have mentioned Step by Step behaviors for How to Generate Word Document Template Using Power Automate 

How to get Quarters from Date in Canvas PowerApps

Introduction

In this Blog we will see how to get Quarters from Date in Canvas PowerApps

Implementation Steps:

 

1. Navigate to https://make.powerapps.com

 

 

2. Select Apps --> Select New App --> Select Canvas

 

3. Once Page Opened Input the name and Select Tablet or Phone depends on your requirement, from my end am selecting Tablet Mode

 

 

4. Once Page Get Opened  --> Add a Label by Selecting (Insert --> Label) and Add a Button as Well

 

 

5. Now Select the Button and go to OnSelect and Write below code Logic

 

 

Code For Converting Date to Quarter

If(
    Month(Now())<=3,
        Set(getQuarterFromDate,"1"),
    Month(Now())>=04 && Month(Now())<=06,
        Set(getQuarterFromDate,"2"),
    Month(Now())>=07 && Month(Now())<=09,
        Set(getQuarterFromDate,"3"),
    Month(Now())>=10,
        Set(getQuarterFromDate,"4")
)

6. Now Set the Default Value to getQuarterFromDate

 

7. Now Click on the Button

 

 

You will see the Current Quarter Value there.

 

That's it 

Send an Email With Line Breaks From Share Point List : Multi-Line Column ​

Introduction:

In this Blog, we will see how to send email with Line Breaks from Share Point List using Multi-Line Column.

Implementation Steps:

First you need to Create a Multi-Line Text in Share Point List

SharePoint List :

1. Open SharePoint Site 

2. Click Add Column

3. Select Multiple Lines of Text

4. Click Create

 

 

Power Automate:

 

1. Navigate to https://make.powerautomate.com

2. Create a new Flow

 

 

Now Create a Record in SharePoint List and Save it

 

 

Once Saved the Microsoft Flow will trigger and you can see the Email in your Inbox

 

 

 

Now Compared with Email and SharePoint List Record Creation the email not came with Line Breaked. Lets see how we can achive this.

 

Steps to Follow to Achive:

 

Create a Power Automate flow 

Steps :

1. When a Record is Crated

2. Initialize Variable to get the Multiple Line Text

 

3. Encrypt the Step 2

4. Now Use Replace Option to Replace '%0A' with '<br>'

5. Now Decrypt the Variable

6. Now Send an Email

 

Create a new Record in SharePoint List and Check the Email

 

That's it 

Filter Email To/CC/BCC Column in Email Table

Introduction:

In this Blog we will see how to filter Email To/Cc/Bcc Fields in CRM/Model Driven Apps

Implementation Steps:

 

Consider if I have an Email Table with To/CC/Bcc Fields, but To Fields contains lots of Entities in it, But we need to Restrict to Some of the Entities alone

 

  

 

Here is the List of Entities with TO Fields,

 

 

Let's See how we can filter this Fields..

 

Steps to Follow :

 

1. Navigate to https://make.powerapps.com

 

2. Click Solutions --> Create a New Solution or open an Existing Solution

 

3. Click Add --> Select New Web Resource

 

4. Write Below Code and Save it..

 

function SetDefaultView(executionContext) {
var formContext = executionContext.getFormContext();
var customerControl = formContext.getControl("to");
if (customerControl.getEntityTypes().length > 1) {
customerControl.setEntityTypes(['account','contact']);
}
}

 

the Above code mentioned that we are taking the Control ("TO") and filtering the ENTITYTYPES only to ACCOUNT AND CONTACT Table.

 

5. Once Done , Call this Event in OnLoad of the Form once the Page Loaded you will see only 2 Entity Types with Account and Contact

 

 

That's it 

 

Using JavaScript we can Filter the TO/CC/BCC fields in Email table