Create and Populate Word Template Using Power Automate

Problem Statement: We can replicate the Template creation process of CRM using Power Automate

Steps:

Create Word Template with content controls and Upload to SharePoint.

Enable the Developer tab and click on Design Mode.
From the available controls add the Content controls, repeating controls(For data table).
Click on properties and add title, tag.
Once done save the word and upload to SharePoint.

In you Power Automate :

Action: Get File Content.

Site Address: your SharePoint link

File Identifier: Your uploaded document template.

Action: Populate a Microsoft Word Template.

Location: SharePoint Location.

Document Library: Share Point Site Contents.

File: Your uploaded document template.

Content control: the content controls from your template will be visible here.

Action: Create file.

File Name: Should end with .docx

File Content: will be the populated word template.

To know about how to populate a repeating control- check our blog

Populate Repeating Control of Word Template using Power Automate.

Comments

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