{"id":37547,"date":"2024-07-06T00:49:12","date_gmt":"2024-07-05T19:19:12","guid":{"rendered":"https:\/\/techmasala.addastudents.com\/dev\/?p=37547"},"modified":"2024-07-21T10:50:41","modified_gmt":"2024-07-21T05:20:41","slug":"how-to-generate-word-document-template-with-power-automate","status":"publish","type":"post","link":"https:\/\/techmasala.addastudents.com\/dev\/how-to-generate-word-document-template-with-power-automate\/","title":{"rendered":"How to Generate Word Document Template with Power Automate?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This article details how to use Power Automate to create Word templates with SharePoint as the backend. We&#8217;ll also explore how to convert the document to a PDF and cover the process of adding a plain text content control to a Word document.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step1.First, we will click on the developer tool and select plain text for a particular column.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXc3AiGgoDXDrM4_T8C6BsvLE-gZGiYI4_Ukdf8cjIGTgVBBvlACctwQCQyQBFvhMnnkfsc3HGhuUEYBz1XOv-KnezlB_tVDRaywBhU0mF37iTZgFsOg199kzjLSUTu80bp7NdqcBbIBLNZP4-Nk6KSxYfBC?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step2 . Click on Properties and enter the title and tag name.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXdwD52re_BIYNVhqiEpEvvK0DVIhyfmshakSU0IcRTm-RZFxXbTIJ2dyMSKE_he7DvH6AGY-n2_857RjDDE6SBfK0ep0cw6UbREQPTf_LWPcvsTZlBAgSfsKwz0bHSjcfNxPN8FHJjpMgJRu41_2zJLv2ZS?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step3. Click on OK, and it will be shown as in the picture below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXevAcfrzdM_KUUH-sO6gh1decHGZJ6p8RrWEdG-dtOTtO9gbE9tHDKHY2Dhvz91IJaj9GbhykVoEPyhY3fZoQk0J6NGesfVZe6iUtHvbo8FV7GUY1rIGNL8hzZbtPc_BrR9_2PBSOVeaJ39JzCIa0snzk5g?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step4. Then, we will save this web template on SharePoint or OneDrive (we can choose either one). I will use SharePoint, and in the Document Library, I will upload the Word template named &#8216;Word document&#8217;.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXda1EiFxzXr61hhT2NIjRxaExolh8hjwB2Wg_CZooDX4_fBeY02xX69QIkOt_q4LmziuMvU5uO0mFWNY1tZwIRuFtsBg3z9a2A1T0CRpKNjZaHK7Z64ymS_l0hVd8hOz6gswRR-yv5HKHV5OY-2rqGFuUHJ?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 5. We will use this template in Power Automate and choose words online<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXeZ7oCfa3Y-DUZqgvOGFUGn12hpCemsM85TMNqMcKZETnrDRf1u9ol2at1VwR6mkV0r-Q_2iPnWwzdrUw3Z1rKrknSQgEr1wxrSSO84P5HWHAA0uVeL1n-EJmJ6jb1pukpLcT1eNNvz-Y4ZilBvHUzCjBw?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 6. Choose the \u201cPopulate a Microsoft Word template\u201d Action<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXcMThvl-9GRqQ0pMLxyhePR1XqRUo4h7fBzUqHsi3tUIxqGHVCHhl3aPdJxuq7qwxO_8csDEN9vprjpG0vYzHaShhupl9War2bIHN-xZ0Ru6VxNzKfaSh4wciuomLYAGdFbmNJ0wXCCHy4rmQzUlqrT0cCj?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-5374634985378775\"\n     crossorigin=\"anonymous\"><\/script>\n<!-- responsive -->\n<ins class=\"adsbygoogle\"\n     style=\"display:block\"\n     data-ad-client=\"ca-pub-5374634985378775\"\n     data-ad-slot=\"9690889164\"\n     data-ad-format=\"auto\"\n     data-full-width-responsive=\"true\"><\/ins>\n<script>\n     (adsbygoogle = window.adsbygoogle || []).push({});\n<\/script>\n\n\n\n<p class=\"wp-block-paragraph\"><br>Step 7. We will see those columns populate in Power Automate and we will take the values dynamically.<img loading=\"lazy\" decoding=\"async\" width=\"578\" height=\"396\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXe5s5PaRNHW4WPtTR9_yDbxsTKPXPRLfuq7F24eXgK4UTPctM0G66XkpFqTu8rRU0Q7PBCqSy3xAahbhN1Z_RhFrctQKL1nPp4URqt0B-U6T2KPmlVaWQdn3gwEdxq6uLvHdIoWJ6pOspNWfB9W8_C_xi9H?key=o1fjuhg7e26coiI1-KK14w\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 8. We will take the values from the above trigger points<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXeIq_BwLNCWLL6EZuZVVXkFBfH5tyDvHqOjNUpZQfOkiRWvqKe9fok8dj4hiDII6sxBoBJAEN4LF4D6PB8M4Z7SP1Rj4EZyxmilenmEE2GBYClmWz2sniwqpzOK_TLTOQp03cprQXjBcMKtAt-YwyyRPBc7?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 9. Then save this .docx file into SharePoint. We can also convert it to PDF using the &#8216;Convert Word to PDF&#8217; action.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXfW5GX-Iyd_AaisLTsmr5s8DqcB7Tm2QHmepc3_ciX_aNy1f6f7U1dPDqjCbCoSEuZFqLkvB2JQnlBTDDZAtu-QwBfukRGe-LzRADYEYEjKhqPoLQc2B2h-Fg_IeGOtKgvnyLrT3phVIiuMafQhFNoUQtDH?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 10. If we want to convert it to PDF, we will use the &#8216;Convert Word to PDF&#8217; action.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXcXONlVieGFhfk6QGnJSeTtcfHxUGDZFbQfk45B1oATLeoIIfCDDD4FmzG8UHJavRo5PTivRmko1pSrWZAumHr-PJ5JFd2AVfWliO65OpxZn2-_IePE3tfN9s9aefYHItdl-ycWmYyq1HIw_QHH?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 11. After running the Power Automate, we will receive the Word format with the populated values.<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXf1LOJxMhk8lf1vR0IxynA6IsJSm1wqKpeR9szthKMzoKpH6VpSNg-ZfWvNr2Jfy_TCBy6BwkXYwF8p_oS4hZ6NCEyyneeRPlITDZuDmtlKQKxhC5CIYvlaFhEc8IYPUTnuo29pC1jOMWWj4NT5_01xWkSn?key=o1fjuhg7e26coiI1-KK14w\" width=\"624\" height=\"271\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upon conversion to PDF, the following file will be obtained.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXd68uwJO5u3tREzHg23mVUyb7cu3NIdhzsMKpMcxhNvctqW-O5i1hGHvPCDTcAOBCxaN5Zq4IigAIw5O9ZusT3pNt7L_GbOvLFhOnO3VPvQVxlmwTVzYxiVoGsmmrS_JkAnqFmXodEssSyaGhMWVtM6s7TS?key=o1fjuhg7e26coiI1-KK14w\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br><br>In this article, we&#8217;ve walked through the process of generating Word Document templates using Power Automate, with SharePoint serving as the backend. We&#8217;ve explored how to set up and configure Power Automate flows to create and populate Word templates, making your document generation process more efficient and automated. Additionally, we covered the conversion of Word documents to PDF format and demonstrated how to add plain text content controls to enhance the flexibility of your templates.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article details how to use Power Automate to create Word templates with SharePoint as the backend. We&#8217;ll also explore how to convert the document to a PDF and cover the process of adding a plain text content control to a Word document. Step1.First, we will click on the developer tool and select plain text [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":37548,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,17,759,72],"tags":[912,925,922,927,926],"class_list":["post-37547","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-learn-technology-free","category-learn-microsoft-dynamics-crm","category-learn-microsoft-power-automate","category-tech","tag-crm-2","tag-generate-word-document","tag-power-automate","tag-template","tag-word-document"],"_links":{"self":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts\/37547","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/comments?post=37547"}],"version-history":[{"count":4,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts\/37547\/revisions"}],"predecessor-version":[{"id":37566,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/posts\/37547\/revisions\/37566"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/media\/37548"}],"wp:attachment":[{"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/media?parent=37547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/categories?post=37547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/techmasala.addastudents.com\/dev\/wp-json\/wp\/v2\/tags?post=37547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}