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 

Add Image control in Dataverse or CRM Templates

 Navigate to https://make.powerapps.com

Navigate to Solutions

Create a Solution by Providing Required Details

Click Save

Then If you want to Create a new Table click App then select Table and Provide Required Information

Else

Click on Add Existing then Select the Existing Table

Open the Created/Existing Table

Then Create an Image File by clicking on Add Column

Click Save

Now go to Forms --> Add the Field into the Form

 

Once Added the template in the Form click Save then Publish

Now Click on Back

Then Navigate to Data Create a New record and Add an Image File

Once the Record gets Created

Navigate to Advance Settings --> By clicking on Gear Icon at the top then Select Template
    

 

Select the Templates and Click New

Select Word Template and select Entity (based on the entity which you have added into the solution), then click on select Entity. System will Generate a File

Open the File then Click on Develop at the top then click on XML Mapping Pane

then Select the last option in Custom XML Part

once selected click expand then select the Logical name of image which we have created

Right Click on Image then select Insert Content Control Then Click Picture

Once the Picture Added save the File (Demo For Document Template)

Then navigate to Dataverse/CRM System then go to template in settings à Select Upload template and Upload the Filed which we have saved.

Once Done. Open the Contact Record which we have created

Click three dots then select Demo For Document Template click on the file to download

Once download done open the file

 

 Youtube Link for your reference

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