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Power Automate: How to populate a Word Template 📃 

Pragmatic Works
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29 сен 2024

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Комментарии : 156   
@juliusmanalo9645
@juliusmanalo9645 5 месяцев назад
I know this video is 2 years old, but it would be helpful to disclose up front that this flow requires a Premium Power Automate license.
@clymarnold4092
@clymarnold4092 19 дней назад
Subscribed! This was an amazing tutorial that got me over a major hurdle! Thank you.
@leahmoore3015
@leahmoore3015 8 месяцев назад
Thank you for this video! This is exactly what I'm looking for, and your instructions are so clear. My only complaint is that I didn't see it sooner!
@bernardojacobi6877
@bernardojacobi6877 Год назад
Excellent content Devin, I loved the practical examples without unnecessary dribble or excessive technical detail. 5 stars! would recommend and I have immediately subscribed to the channel. If I had to hire you or your company I wouldn't even consider other competitors. Keep up the good work and all the best.
@gustavomacedo7651
@gustavomacedo7651 7 месяцев назад
Devin, this video saved my life, I spent days searching for a way to create this flow. Someone know why the file is not being created in Word type? All files are coming as a blank page, so I have to access each one and transform in word
@johnhollis3979
@johnhollis3979 2 года назад
Is it possible to do something larger than these documents?? I would like to use Forms to collect a comprehensive amount of information. On the back of this I would like to save this data (which i think would be via Excel) and then create various Word documents / PDFs. Is it possible to use Power Automate on this scale? Everything I have seen so far is just solutions smaller tasks.
@roboudejans6952
@roboudejans6952 2 года назад
Nice blog! One question, why aren't you using the premium action "Convert Word Document to PDF"?
@Preacherboy03
@Preacherboy03 Год назад
Yes! Thank you for your clear instruction--so very helpful. Not sure if anyone is checking this thread, but when we added the "Create a Word document" PowerAutomate promoted for Premium subscription. My licensing includes "Microsoft 365 Business Premium" and "Power Apps for Office 365". Any thoughts or suggestions?
@FlorianRemy
@FlorianRemy 8 месяцев назад
You need a Word Online (Business) premium license. I just followed this tutorial, to find out that I can't use it because of this restriction..
@lisabjergnielsen
@lisabjergnielsen Год назад
GREAT VIDEO! Have you posted the video you talk about at the end? :D Can't find it.
@Esmithy1899
@Esmithy1899 7 месяцев назад
Is there a way to do this with multiple-choice questions from a Microsoft form?
@palmstromful
@palmstromful Год назад
I figured out the flow and all my answers populate. However, the emailed PDF displays the labels of the active x control. Any solutions would be appreciated Awesome tutorial!
@Pride_Of_Ultras
@Pride_Of_Ultras 2 года назад
You are G R E A T!
@PragmaticWorks
@PragmaticWorks 2 года назад
Thank you for watching!
@TheOxIshere
@TheOxIshere Год назад
Neat feature. For that Date field, what if I want to use the date when the certificate was generated from Power Automate? Is there a way to do that?
@gulatinaveen
@gulatinaveen 4 месяца назад
Thanks for this video. Its super informative. However i am facing an issue. I have over 20 fields in the form, but when i populate these in the form only about 6 fields show up not all. Where possibly i am going wrong?
@gulatinaveen
@gulatinaveen 4 месяца назад
Sorry, This is solved. I overlooked a few things.
@Supermodoz
@Supermodoz 2 года назад
Very useful thank you 🙏
@markyaney9820
@markyaney9820 Год назад
does this work the same using the Power Automate app in Teams
@beladuarte9218
@beladuarte9218 5 месяцев назад
How to insert line breaks?
@akosbudai9173
@akosbudai9173 2 года назад
Is this possible without a premium connector?
@yewchoob85
@yewchoob85 6 месяцев назад
yeah it is.
@ratanmishra3513
@ratanmishra3513 Год назад
hi, can you please help me in removing the blank spaces while using the Repeater control. If the value is blank, its creating a 2 line space between tables
@iggyharrison
@iggyharrison 2 года назад
Since the Class Name never changes, could you use a compose action instead? I tend to use a lot of variables in my flows that change so I try to keep static information in compose actions, is there a pitfall I haven't seen yet?
@desktopdatacrunching4032
@desktopdatacrunching4032 2 года назад
Yeah totally makes sense to do it that with how this one was designed for only handling a single class.
@tcreson
@tcreson Год назад
How can I add a hyperlink into the Word document in similar fashion?
@gsantanaz
@gsantanaz 2 года назад
Hello, I need to populate a word template with contact information from the dataverse, and finally to send the file to the contact's mail with an manual action, for example a click in a ribbon button in the main contact's form
@elkinleguizamon779
@elkinleguizamon779 4 месяца назад
Pasar de un ritchtext texto e imágenes a un word es posible
@haoz7529
@haoz7529 Год назад
Can you make a field editable in pdf?
@johnroberson2228
@johnroberson2228 2 года назад
Maybe start with lettering your viewers know you are using a Premium connector.
@obi-wankenobi2715
@obi-wankenobi2715 2 года назад
How can i make one document with multiple documents
@kellytaylor8861
@kellytaylor8861 2 года назад
Hi, Can anyone pls help me with why I cannot locate my fillable word doc in the step "CREATE FILE" ?
@baliflorent6971
@baliflorent6971 Год назад
Is there a way to do the same work with power automate desktop?
@lawrence5304
@lawrence5304 Год назад
Hello, you read my mind ! BTW have you found any courses about populating word template on desktop?
@ashleymeyer1366
@ashleymeyer1366 2 месяца назад
Microsoft is such a pathetic convoluted mess of functionality.
@lucianionica6023
@lucianionica6023 2 года назад
Devin, can I just say that this is probably one of the easiest to follow PowerAutomate tutorials I've ever come across. You're explaining this spot on and this really makes sometimes daunting tasks look easy. Very well done, one can learn a tone from what you're sharing here. Thank you ever so much!
@PragmaticWorks
@PragmaticWorks 2 года назад
Wow, thanks!
@sebenotblank9487
@sebenotblank9487 Год назад
@@PragmaticWorks Nice and short Guide. One thing that is missing is how to create a table with multiple rows. There are multiple options like using an array or the select action and I guess many people want to create quotes or invoices that need this function. :)
@torgelilienthal4366
@torgelilienthal4366 Год назад
Hey guys, Question: I have a mac! and also want to populate word document in power automate. I think the steps in power automate are correct. In word on the other hand, I can’t follow the steps from the video, what do I have to do? I thought I just mark it as a text field and I probably changed the wrong thing in options…
@victorgarcialiegeois9413
@victorgarcialiegeois9413 2 года назад
Hello, Could you explain me how to do so with a multiple choice question in the forms ? I strugle to find the way to convert the multiple choice answer in the pdf document Thanks a lot, great vidéo !
@victorgarcialiegeois9413
@victorgarcialiegeois9413 2 года назад
Same question to add a scan of the Id card to the forms but again I don't find a way to convert the scan of the id in the word template. I would be very grateful if you could help me hehe !
@SusanKelly05
@SusanKelly05 Год назад
BTW: The Populate Word template is a Premium feature.
@azlanice
@azlanice Месяц назад
saddd
@axelitusmx
@axelitusmx 2 года назад
Great video Devin! I noticed one of the actions had a tag of "Premium". What kind of licensing or subscription are required for this workflow?
@bernardojacobi6877
@bernardojacobi6877 Год назад
Hi there mate, I have been through this journey recently. You need a pay as you go / pay per use subscription. I think its about $0.80 per flow run, its a bit pricey but if it saves you or others time then it is worth it. I recently wasted money on a 'per user' licence which doesn't provide access to the Word template functionality.
@babypooful
@babypooful 7 месяцев назад
What happens if there's say 5 different questions and answers on a form and you want to populate the questions and answers on two different columns?
@kenanderson5739
@kenanderson5739 7 месяцев назад
On your word doc template build, insert a 2x5 table. I have 5 series of questions and 5 different columns to keep the data organized.
@stownplayer
@stownplayer 19 дней назад
Great video and still applicable today. Wonder if you have done any videos where you have this flow but added and uploaded document from Forms and merged it with the file created so you have the form responses and the uploaded document in one pdf for example.
@jbcca6324
@jbcca6324 Год назад
Great video! The saddest part was realizing my organization doesn't have the Premium licensing to use the Populate a Microsoft Word template. /facepalm. But I learned a lot about Power Automate here, nonetheless. Thank you.
@JeevanKumar-ir3io
@JeevanKumar-ir3io 7 месяцев назад
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.
@dariosantiagomoralesammonm5487
@dariosantiagomoralesammonm5487 5 месяцев назад
Thank you very much for this Video, you made it really easy to understand. However I have a question, can I do the trigger with an Excel file containing names?
@catboy721
@catboy721 4 месяца назад
Great tutorial -- thanks. I know this wasn't the point of the exercise, but you'd normally generate certificates from a roster or other previously gathered information that validates the attendance. Letting learners request templates with just the form wouldn't pass the audit sniff test. Assume this tassk would be just as easy to complete from a class roster or worksheet??
@ThreeDigitIQ
@ThreeDigitIQ 3 дня назад
How do you populate repeating sections inside repeating sections (like an array inside and array) ? [ { "PortfolioName": "Portfolio A", "Projects": [ { "ProjectName": "Project 1" }, { "ProjectName": "Project 2" }, { "ProjectName": "Project 3" } ] }, { "PortfolioName": "Portfolio B", "Projects": [ { "ProjectName": "Project 4" }, { "ProjectName": "Project 5" } ] } ] Word seems to allow it, buy Power Automate doesn't recognize the embedded repeating section
@PragmaticWorks
@PragmaticWorks 2 дня назад
Check out this video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE--MFpKx5QdrY.htmlsi=nv3QDO_8I9mH13UD
@HemalPatel-c3r
@HemalPatel-c3r 8 месяцев назад
i am having issues with multichoice answers populating in my dynamic content with brackets and quotes, how can I automate this removal for a clean text
@kamilskwarski5057
@kamilskwarski5057 2 года назад
way easier than populating an Excel template (no OfficeScripts etc.)
@PragmaticWorks
@PragmaticWorks 2 года назад
Glad you enjoyed!
@MeghanFrye-q5o
@MeghanFrye-q5o 7 месяцев назад
Is there a work around if you don't have premium to use the Word templates? or is it just worth getting a premium account?
@JileMeyn
@JileMeyn 2 года назад
Devin, this is amazing. This helped me out like you wouldn't believe!
@PragmaticWorks
@PragmaticWorks 2 года назад
Glad you enjoyed!
@charlenebergeron8344
@charlenebergeron8344 11 месяцев назад
This is great but is there a way to do this without a premium license?? Any workaround is much appreciated
@yewchoob85
@yewchoob85 6 месяцев назад
Is there an alternative to this? The Populate Word Doc action is premium. I can't use it.
@MP-kj5ur
@MP-kj5ur 4 месяца назад
Anyway of doing this without the premium subscription?
@jaggyjut
@jaggyjut 2 года назад
What about checkboxes and conditional logic within the word template pls. Thank you 😊
@robh2489
@robh2489 9 месяцев назад
it would be great to see this with a non premium connector being used.
@amydemchak-connell4421
@amydemchak-connell4421 2 года назад
Devin, this was so incredibly helpful. I just created a successful flow and honestly could never have done it without your help. Thank you so much!!
@PragmaticWorks
@PragmaticWorks 2 года назад
Great to hear!
@giuseppecappuccio207
@giuseppecappuccio207 7 месяцев назад
in mac os on word for business it is impossible to add tag to single word... how can i do this?? thanks
@janetvandenk
@janetvandenk 2 года назад
Do I save as a word document or word template?
@desktopdatacrunching4032
@desktopdatacrunching4032 2 года назад
You'll save it as a word doc. Thanks!
@bmb3283
@bmb3283 Год назад
Hi! Do you have a video on how to use something more dynamic than a form to populate these fields? Like Web Data from ZoomInfo or some kind of web platform like that, for a specific business that would be dependent on, and scrape triggered by, the creation of some kind of new asset (new account plan word doc or contract created) for a new business with a certain identifier?
@HrRonaszeki
@HrRonaszeki Год назад
Devin, I have literally spent two days to find out, how to build this flow. And now I found your Tutorial and I not just built my flow, but I understand power automate much much better! Thank you!
@zr0114
@zr0114 Год назад
Okay, I got lost on the Form Link... where do I go to make a form and to get the link?
@Holomatrixquest
@Holomatrixquest 2 года назад
I use power automate to populate word template file created open on word online fine but in work app some fields are Duplicate? Can u help me on this
@desktopdatacrunching4032
@desktopdatacrunching4032 2 года назад
Hi Ajay, It's going to be a little difficult to troubleshoot that here but you may want to check out our mentoring service. pragmaticworks.com/virtual-mentoring/
@DuncanCunningham
@DuncanCunningham Год назад
premium service, our company will not pay for that. took me 11:47 to get to that part.
@griffinmcdowell70
@griffinmcdowell70 6 месяцев назад
Can something similar be done with an email in Outlook?
@spicytoasters
@spicytoasters 6 месяцев назад
Thanks d-dawg, just saved me hours of time at work
@KamranEbrahimi-c9u
@KamranEbrahimi-c9u Год назад
Thank you very much for this detailed and comprehensive tutorial. I learned a lot from it.
@stefandlucas
@stefandlucas Год назад
"Power Automate: How to populate a Word Template as a Business Premium subscriber"
@desktopdatacrunching4032
@desktopdatacrunching4032 Год назад
Says that in the description.
@barcleywest6720
@barcleywest6720 Год назад
Great video 👏 Consider me subscribed
@raydeg6768
@raydeg6768 9 месяцев назад
Great tutorial to get started with PA. I'm having some trouble though. The file created, either PDF or Word is fine, however, once received by email, the attached PDF is unreadable. Anyone else having the same issue?
@benseaburg9608
@benseaburg9608 10 месяцев назад
Hi, this was a great video, thank you! Do you know if it’s possible to pass through a barcode from a SharePoint list? The barcodes are generated via SharePoint when a new recorded is added. I keep on getting errors when trying to pass it through dynamically?
@lordlickorice
@lordlickorice Год назад
Does the HTML part of this process in Power Automate also accept CSS styling? My team has to use MS Word docs for our Project Briefs, which are sent to team members and clients. Those Word docs are formatted with table layouts, background colors for specific table cells, font sizes, etc. We do not have MS Forms or Power Automate yet. I'm still researching all they can do. I need to confirm if I can create a table layout with custom styling in Power Automate to match our Project Brief template. That way, clients can fill out all project details in a MS Form, and Power Automate will export that form data to a Word doc that looks exactly the way we want.
@farsfuad3002
@farsfuad3002 10 месяцев назад
I get error in output doc, It can't be opened
@gates1978
@gates1978 11 месяцев назад
this is very helpful. But, what if we have many rows to add into template file , for example we have a collection from Powerapps to push as JSON . Could you please explain how to create the word doc. Thank you
@meng-xiuwu2443
@meng-xiuwu2443 9 месяцев назад
"Thank you for your sharing. I'd like to inquire if it's only possible to create one certificate at a time. For instance, if an organizing unit intends to produce multiple certificates at once, where can I input the names for multiple certificates?
@eriks707
@eriks707 10 месяцев назад
Can this be done with JSON data passed from powerapps? For example have the template uploaded like you do, then on the press of a button pass the data from 10 or so fields in JSON to power automate, then use that data to populate the fields in the template?
@bobbirowlett6728
@bobbirowlett6728 9 месяцев назад
This was great Devin. I have two questions though, if you have time or can give me a link to research further. 1) What if you have more than one attachment to send to the user, how do you grab those and add to the e-mail? 2) In the form the person has a multiple choice and you want each choice to go to a different check box in the Word template - how does that happen? Not sure how to parse those so they become a single text rather than (example) ["Option 1","Option 2","Option10"]. I really did like the way you walked through everything. Very good!
@patrickfillion7193
@patrickfillion7193 10 месяцев назад
Is there a way with this template to create a list? Let's say my power automate will connect to my dataverse. I want to add values from my main entity, and create a table with a 1:N relationship to another entity.
@birtewee
@birtewee Год назад
Thank you so much! Very helpful for beginners! The flow with forms as a trigger works fine. Now trying to make it work with data from excel :)
@ziadjadaa6002
@ziadjadaa6002 Год назад
Hi @birtewee, did you manage to add outside data to the word/certificate file from an excel sheet? If so, can you please share the solution? I'm trying to create a Salary Certificate form that gets the main employee data from the MS Form, and just need to add the Salary part from Excel. Much appreciate your input.
@yooluca6947
@yooluca6947 5 месяцев назад
@@ziadjadaa6002 hi, i need it to! Do you have it now?
@ammarahmed2123
@ammarahmed2123 Год назад
Devin, if we have created for example a report card in the word template, the forms will have and option to select multiple subjects and then give their marks, how can we automate for different number of subjects. Some can have 4 subjects while others can have more or less subject. Is there a way that we can adjust the template table according to the selected number of subjects?
@guilhermeleite3665
@guilhermeleite3665 10 месяцев назад
Can i add a hyperlink in the text?
@dhavalpatel4175
@dhavalpatel4175 Год назад
Great video. I have a queston for you. How to export the MS Forms likert responses to word and then convert to pdf?
@Lukas-qs6hh
@Lukas-qs6hh Год назад
Unfortunately I do not have the "Word online" operation to integrate in Power Automate. Is this a premium feature or something similar?
@josephnasr3385
@josephnasr3385 Год назад
Thsnks for the tutorial Devin! What about checkboxes? How can we populate those
@fanzfanzilla
@fanzfanzilla Год назад
Thank you for sharing this video. How many characters are allowed in the field? I want to be able to update the whole paragraph. Is it possible?
@hellomranderson
@hellomranderson Год назад
Amazing class, thank you!
@DAVIDVAGNETTI
@DAVIDVAGNETTI Год назад
I had 21 H&H technical reports emailed, I owe you...
@bahraini-7707
@bahraini-7707 Год назад
Thanks for sharing , Id like to ask about how i can add photo from Mform to word tamplate
@IthinkIknew
@IthinkIknew 2 года назад
Wow Great Video, thanks so much!!
@PragmaticWorks
@PragmaticWorks 2 года назад
Glad it was helpful!
@jhonatanmarcelotoribio1539
@jhonatanmarcelotoribio1539 2 года назад
hola hay una posibilidad que ala accion del wor populate template lo tome uno de sus campos el nombre de la persona pero no escrito en form si no que hay una columna de lo que crea el form en el excel llamar ala columna de acuerdo su dni, en la columna mostrarias sus nombres completos pero yo intento llamarlo con items()?['Nombre'] pero me bota erroro si no su nota final que eso no se pide escribir en el form
@LC-tx3vn
@LC-tx3vn Год назад
Hi there, how do you format a date that is coming in as a long number? thanks
@andywright8495
@andywright8495 2 года назад
Agreed, superb narration with clear and simple steps! Thank you
@PragmaticWorks
@PragmaticWorks 2 года назад
You're very welcome!
@ThePumaso
@ThePumaso Год назад
Awesome walk-through Devin! Thank you. I got a proof of concept going successfully with this. NOW, however, I want to populate the WORD document with data from a Dataverse collection in my Power App. Any pointers to good reference material that shows how to do this?
@carlafoote7963
@carlafoote7963 Год назад
Great video! Would really like to know how to change the date format.
@nausheensaumtally6588
@nausheensaumtally6588 Год назад
Hi, fantastic video thank you. Can this be done with a powerpoint template instead of word template?
@agenceyu
@agenceyu Год назад
yu save me thank's
@andymackk99
@andymackk99 Год назад
Very Helpful - thanks for sharing 👍
@PragmaticWorks
@PragmaticWorks Год назад
Glad it was helpful! Thank you!
@hendrikkwok4550
@hendrikkwok4550 2 года назад
Hi Pragmatic Works! Thank you once again for the amazing breakdown and the reply to my earlier comment! I would like to ask if its possible to combine the responses of 2 different microsoft forms to populate the same word document only when an answer within the forms are the same?
@desktopdatacrunching4032
@desktopdatacrunching4032 2 года назад
I'm not sure how you could pull that off actually. The action to return items from a form requires a Response ID that you'd typically get from a Trigger. Since you can only have 1 trigger in a flow i'm not sure how you could pull off fields from multiple forms.
@leahreyna4573
@leahreyna4573 Год назад
This was incredibly helpful! Thank you for the video.
@kouachecabinet9753
@kouachecabinet9753 2 года назад
Please how can change the date format from yyyy-mm-dd to dd-mm-yyyy ? Thanks.
@desktopdatacrunching4032
@desktopdatacrunching4032 2 года назад
Great question: You could create a variable or a compose action with the following expression to change the format of the date: formatDateTime(utcNow(), 'dd/MM/yyyy')
@kouachecabinet9753
@kouachecabinet9753 2 года назад
@@desktopdatacrunching4032 but where can create this compose in your example flow?
@desktopdatacrunching4032
@desktopdatacrunching4032 2 года назад
​@@kouachecabinet9753I would just place it above the Populate Word Template action. Also, I made a mistake on the expression. It should actually look like this: formatDateTime(@{outputs('Get_response_details')?['body/r7900363c91f843b9b5cf4c83907fe5d9']}, 'dd/MM/yyyy') The example I gave you earlier was just pulling the system time for when the flow ran.
@debmurphy4051
@debmurphy4051 2 года назад
I found putting the Convert Time Zone operation, above Populate Word Template worked best for me, and this has been plaguing me for hours. Base Time: Your Date Field Format String: How you want your date field to look (it's a dropdown) Source Time Zone: (UTC-12:00) International Date Line West Destination Time Zone: Pick your time zone, I'm in the (UTC-05:00) Eastern Time (US & Canada)
@rappcu
@rappcu Год назад
This is an incredible tool. I ended up with a computer science degree and hating coding, so I never did it. When the If This Then That app came out I loved it and it made programming a little easier. This though. Power Automate looks really accessible to me. And your instruction was really spot on. Good video. Good content.
@yuraer
@yuraer 2 года назад
Dear Pragmatic Works Team, I'd like to thank all of you for your job. I'm watching you in Ukraine and for me, your clips are a way to not think about the war in my country. I always imagine like this war will end and I will go to my job and will try to do all these tricks.
@ojoy9304
@ojoy9304 5 месяцев назад
thank you so much, it really help my project
@jagirrathore6628
@jagirrathore6628 8 месяцев назад
Hi Devin, thank you for explaining what I felt was a confusing and challenging task, yet to try the process, however you have armed me with a good foundation of knowledge to tackle this process. Thank you!
@PragmaticWorks
@PragmaticWorks 8 месяцев назад
Thank you for learning with us!
@therisingsun4828
@therisingsun4828 Год назад
What if I wanted to populate SharePoint links onto a Word template based on attachments that a user uploads? What are the best practices?
@therisingsun4828
@therisingsun4828 Год назад
I want to use a lot of the same concepts shared in your video, namely, the variables. However, it becomes more difficult when I'm considering adding hyperlinks. Not sure how to go about it...
@oluwatobiyusuf
@oluwatobiyusuf 2 года назад
Thanks for this video. My question is about populating the word template but from a rich text editor. Is it possible to populate the word template with html text and get only the text?
@desktopdatacrunching4032
@desktopdatacrunching4032 2 года назад
I've only been able to get Power Automate to recognize the fields when they're plan text.
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