Later in the Flow, you will see the JSON object that is applied to the template. I would recommend you to read more about template syntax in the documentation. The template will automatically understand that the “products” is an array and replicate rows for each product item. You can see that there are some tokens like in the Word table. The person without programming skills has to be able to change the template and adjust the styling of the documents.Ĭlick here to download the sample template. I want to use DOCX template instead of HTML or some other format because it gives more control to end user (our sales department). This is how you can specify the internal name: Those internal fields will be a part of data sent to our Microsoft Flow. Note: While creating your form assign meaningful internal names to the fields, table and table columns. You can download the export file and import it on your side. I will not describe here the implementation of the form. I designed the form as a wizard to simplify the user experience. In this article, I used Plumsail Forms for Web, but you can use any other forms solution that has integration with Microsoft Flow and supports tables. Then the document will be sent by email to a customer. Then we will save the generated invoice in the SharePoint document library of our sales department. We will need to create a form, then trigger a flow on form submission, generate an invoice from a template.
#THE DOC PDF CONVERTER REDDIT HOW TO#
In this article, I will show how to use SharePoint Online, Plumsail Forms, and Plumsail Documents together for satisfying our requirements for the invoicing process. It makes it possible to pick a few products that suite your needs and use them together without writing a line of code. Microsoft Flow is a glue between different services.
We could provide them some form for filling data and generate documents automatically. They are tired of filling the same documents with brief changes again and again. In this article, I will describe how to automate the creation of complex PDF documents from a template.
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