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How to Use Power Automate to Print Data in a Table Inside a Word Document

ROD Team
ROD Team
July 4, 2024
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Introduction

This article explains how to create a table in a Word document using Power Automate, SharePoint Lists, and SharePoint Document Libraries, and save the Word files in the library. Sometimes, we need to put data from a SharePoint List or other sources into a table in a Word document. We can do this with Power Automate, Word templates, and SharePoint Lists. We also need a document library to store the Word templates.

Prerequisite

  • Power Automate
  • SharePoint List
  • SharePoint Document Library

I divide this article into two-part,
1.Create Word Template
2.Create Power Automate Flow

Create Word Template

Steps to Create Word Template,

Step 1: Open Word and insert a table with two rows. Add columns as needed; in this example, we’ll use a table with two rows and three columns.

Step 2: Add a heading to your table in the first row.

Step 3: Go to the “Developer” tab in Word.

If you don’t see the Developer tab then visit this link to display the DEVELOPER tab.

Step 4: Add Plain Text Content Control from the DEVELOPER tab for each column.

Step 5: Change the properties of the control. First, select your control, then click on the “Property” button located in the “Developer” tab.

Step 6: Once you click on the Properties button, a popup window will open. In this window, add a Title and Tag for your control, then click on the OK button. Repeat these steps for each control.

Step 7: Select the entire row that contains the Plain Text content control, then click on the “Repeating Section Content Control” in the DEVELOPER tab.

Step 8: Once clicked, the Repeating Section Content Control will be added to the selected row.

Step 9: Select the Repeating Section Content and set its properties similar to Step 5.

Step 10: Save the document and upload it to the SharePoint Document Library that you’ve already created for storing templates.

Create Power Automate Flow

Steps to Create Flow,

Step 1: Open Power Automate.

Step 2: Select the “Create” option from the left navigation panel, then choose “Instant cloud flow” (you can select any time as per your needs).

How to Print Data in Table inside Word File Using Power Automat or Ms Flow

Step 3: After selecting the above option, a dialog box will open. Enter the necessary details and click on the “Create” button.
Flow Name: Enter a name for your flow. Choose the trigger that best fits your requirements from the list provided.

Step 4: Once you click to create, your flow page will open with your selected actions.

Step 5: Click on “New Step.”.

Step 6: Add the “Get items” action.

Step 7: Once the action is added, select your site and list name.

Step 8: Add a new action called “Select.”

Step 9: From the “Get Items” action, select the value you need.

Step 10: In the mapping section, enter the same key as set in your document template’s Plain Text control for the Title, and select your list fields for the corresponding values.

Step 11: Add the “Populate a Microsoft Word template” action.

Step 12: Select your site and choose the template from the document library where you uploaded it.

Step 13: Click on “Switch to input entire array.”

Step 14: Select the “Output” of the Select action.

Step 15: Add the “Create file” action in SharePoint. Select the site and document library where you want to create the file. Choose “Microsoft Word document” for the File Content.

Step 16: Save your flow and proceed to test it.

Output

Summary

In this article, I’ve covered how to create a Word document template and set up Power Automate to print tables inside Word files in SharePoint. Additionally, we explored saving these document files into a document library using Power Automate.

Categories:

SharePoint

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