It represents the current date formatted as “yyMMdd”. We use the “Initialize variable” action to generate an invoice ID. We use “Get file content” action from SharePoint connector to get the DOCX template from the SharePoint document library where we saved it earlier. Review this instruction for more information. You need to put form ID into the trigger to enable this.
Now we need to create a Flow that will receive data from the form submission and apply it to the template that we prepared.įlow is triggered when the form is submitted. Let us say we saved it in the document library of our sales department site.Ĭreate Microsoft Flow for invoice generation When the template is ready we can save it somewhere in SharePoint. Understanding the structure of this object will help you to create the correct template. 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.
Microsoft convert docx to pdf 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.
Microsoft convert docx to pdf pdf#
In this article, I will describe how to automate the creation of complex PDF documents from a template.