Power Automate - Populate Word Template (Convert to PDF) 

Thanks - I will try that next week at work, Thanks so much for taking the time to help! @@sovereignsp

Thanks! Good question. Usually word will automatically change it to what you name it if you leave it blank, but I believe it shows up in the hint text on the populate a word template action. Either way, I’ve never encountered any troubles with adding it or not if that’s helpful :)

Great question! The repeating section control could possibly handle what you're wanting to do, but I would perhaps try using the Print() or PDF() function in Power Apps. That would more likely be able to handle something complex like that. Feel free to email me at ben.fetters@sovereignsp.com if you'd like anymore guidance with that and I'd be happy to help. :) Sounds like a fun project!

Thanks! Great question and great scenario! images don't work in repeating sections to my knowledge :( But, you can use Adobe Merge PDF and possibly convert the images into a pdf, then merge them all together along with your populated word template if that makes sense?

Great question! You might just have to enter the same value, but I think you may be able to use bookmarks in word to reference a piece of info in your document. I'm imagining you have a ton of the same field value, so I would add one text input control, set it as a bookmark, then reference that bookmark everywhere else that you need to display that information. I believe that should work, let me know if it doesn't! :)

Great question! I would imagine it would be a little difficult then with desktop, I’ll look into that and will let you know, but is there a reason you can’t/don’t want to use a cloud flow to do this instead?

@@sovereignsp thanks for your answer, the main reason is because I need to generate many dynamics pdf files with a SQL query and putting those files on a onpremise location.

@@ederjimenez8 Oh okay, well awesome! Here are my thoughts, hopefully they are helpful: - one option is to use html and create an html file that contains all the data that you would need, then convert that into a PDF. Might take a little more work, but you can make the files how you would need them, with repeating sections/table in html. There's been a few times when I've had to go this route and it works great once you get the html right. - You've probably tried this, but creating a onpremise gateway connection with Power Automate? That could help solve some of the issues related to storing data on premise. Hopefully this is helpful! If you have any more questions, I'd be happy to help.:) Best of luck!

@@sovereignsp Yes, I have an onpremise getaway connection with PA. I ended up solving by using the same way you described on this video. The difference is that my data source is an SQL storage procedure. Of course on cloud version it takes much longer to complete the entire flow. In addition, I had to create a very short PA Desktop flow to download PDF files previously generated. Finally I only need to delete pdf files from OneDrive, cuz I’m not interested in keeping them. THANKS A LOT FOR YOUR SUPPORT👏🏼👍

@@ederjimenez8 Yay! Awesome. Glad it worked out!

As of right now, I don't believe there is a way! Hopefully one day they'll add that functionality. But, if you're using Power Apps, Power Apps does now have a PDF() and a Print() function if you didn't know all ready, which would allow you to do some formatting etc.

@@sovereignsp thanks it worked! But how do I calculate the total amount since I have multiple rows in my invoice-items?

Great questions! As long as you add the fields as I do in the video, it doesn't matter where they are in the document, so yes, it "skip a few pages". As for the excel file, you'd technically need to use a desktop flow to get data from an excel file that is on your desktop, but you could use OneDrive instead of SharePoint and still do a Cloud flow (the type of Power Automate flow I use in the video). let me know if you have any other questions or need anymore help on this, I'd love to help!

Yes! Totally possible and very easy to do. Reach out to me at ben.fetters@sovereignsp.com if you have any questions on doing that. :)

I believe you'll just need the file identifier if I remember right instead of the file id (go figure). Let me know if that doesn't work. :)

Great that worked 🎉

Could I ask another question? I have a SharePoint form that has attachments in it and I would like to add the link to that attachment into the word template and than to the pdf . Have you done this?

Are you asking how you can insert a link to a different document? Right now, really the only way to do it is to at the text control and put the link into the control. You can format the text so that it is blue and underlined so that it looks like a link. But, if you convert the document to a PDF, the link will still work really well. Was that what you were asking or am I off?

Found a fix ;)

Hello! If I understand you correctly, are you asking if you can copy the file that the Populate a word template creates?

got it! @@sovereignsp

right click on the ribbon and select "edit ribbon settings" or something like that (not sure what it's in English). There you can check off the Developer.

Great point, should've mentioned that!

This other guy explained without the premium. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-s6NaIYP3-_w.htmlsi=scKMh8V2z7h2I8dW