![]() ![]() I prefer to create the file name with dynamic content, so I set it as “Customer Name” Contract.docx. You can also select a specific folder within the library. Now that our template is populated, we are ready to create our file.Ĭreate the next step, enter “create file” in the Chose an action search box, and select the “Create file” SharePoint action.Įnter the site address of the document library you want to save the document in.įor folder path, enter the document library you are saving the file in. Go through and use the dynamic content selector to add list item data into the template for all fields. Next, we will use the dynamic content controls to populate data from our list item into the word template content controls we set up earlier. You will now see all the content controls you entered in your template file listed. ![]() I saved my template in OneDrive so for the location I selected “One Drive For Business”, for Document Library I selected “One Drive” and then select the template created earlier by selecting the folder icon on the right-hand side of the file input and choosing the template file. Select “Populate a Microsoft Word template” from the list of actions.Ĭhoose the location and document library that the template is saved in. Select “Next step” and enter “word” in the Choose an action search box. Now we will populate the template we created. Set the site address and the name of the list that items are being created to. Create a Flowīegin by setting the trigger for the flow as “When an item is created”. dotx template file) in SharePoint or OneDrive. The text selected as the content control should now have a box around it when you hover over it.ĭo this for all the fields in the template and save the file as a. We will now add the content controls to the Word document.įor each data field highlight the text you want to use as the content control and select Plain Text as Content Control which is the “Aa” button in the controls section. If you don’t have the developer tab available, right click on the Home tab and select “Customize the Ribbon”.įrom the popup that appears make sure that “Developer” is selected from the list of available tabs and select OK. Open Word and create all the fields we want to be filled out in the document. ![]() I have already created the list and document library so we will begin by creating the Word Document template. My list item, document library, and word template file will have the following fields: To demonstrate this new functionality, I am going to create a Flow that triggers when an item is created in SharePoint, populates a Word Document template using the item metadata, and saves the document to a document library in SharePoint as both a Word Document and a PDF. In the January 2019 features for Flow, Microsoft announced the new Word Online connectors that give users two new actions. ![]()
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