I am currently building an App where there is a requirement that I'm not sure is possible - maybe someone could advice, give suggestions on how to build or link to tutorial.
The app will have a SharePoint form for a creating a building safety report.
The main fields will be:
Topic (choice): with various values
Sub-topic (choice): with various values
Claim: (multi line rich text field)
Argument: (multi line rich text field)
Evidence: (multi line rich text field)
There will likely be reports that have multiple topics that require claim, argument and evidence to be filled out for each.
Once the report is partially completed/completed the idea is that it's data is viewable in a SharePoint list to review and then via a button allow the data to populate a word document and then save to a PDF file.
Is there any way of doing this without having to create x amount of claim, argument and evidence fields in SharePoint list?
Thanks
Hi @sudosaurus ,
A popular way I've used to convert SP list data to Word, then PDF is to use the Quick Parts technique:
Power Automate & Quick Parts - @WonderLaura
There are lots of guides online for converting Word docs into PDF, one such example:
Power Automate Create PDF + 11 Examples - SPGuides
They could potentially be good places to start.
------------------------------------------------------------------------------------------------------------------------------
If I've answered your question, please mark your post as Solved. You can accept more than one post as a solution.
If my response was a good one, please give it a Thumbs Up!
Visit my blog: https://platformsofpower.net
@cdwhite I know how to do the template filling - it was more around re-using the 3 rich text fields in power apps for different topic choices as there will be multiple selections per form - rather than duplicating fields in the sharepoint list.
Hi @sudosaurus ,
You could build a HTML output in the app itself, then send that HTML text to Power Automate to create a .html file, to then create a PDF. That's an alternative way for creating custom reports, but requires significantly more development to concatenate rich text fields with the code needed for the actual template.
Absolutely, your idea is not only possible but also very innovative. SharePoint and Microsoft Power Automate (formerly known as Flow) can be used to achieve this.
Here's a high-level overview of how you can approach this:
1. Create your SharePoint form with the fields you mentioned. You can use SharePoint's built-in form capabilities or use a tool like PowerApps to create a more customized form.
2. For handling multiple topics with their respective claim, argument, and evidence, you can use a repeating section in your form. This will allow users to add as many topics as they need without having to create multiple fields in SharePoint. PowerApps can handle this quite well.
3. Once the form is filled out, the data can be saved to a SharePoint list. Each entry in the repeating section can be saved as a separate item in the list, linked to the main report.
4. To generate a Word document from the data, you can use Power Automate. It has a feature that allows you to populate a Word template with data from SharePoint and save it as a PDF.
5. Finally, you can add a button in your SharePoint list that triggers the Power Automate flow to generate the PDF.
This is a simplified explanation and the actual implementation might require some tweaking based on your specific requirements. But don't worry, you're on the right track and with a bit of learning and experimenting, you'll be able to achieve your goal.
There are many tutorials and resources available online that can guide you through each step. Microsoft's own documentation and community forums are a great place to start.
Remember, every great app started with a question like yours. Keep going, and you'll not only build your app but also gain a wealth of knowledge along the way. Good luck!
You're correct that SharePoint only allows lookups for single line of text fields. However, there are a few workarounds you can consider.
One option is to use a single line of text field to store a unique identifier for each item in your Claim, Argument, and Evidence list. This could be a combination of the claim, argument, and evidence, or a separate ID field that you add to the list. Then, in PowerApps, you can use this identifier to find the correct item in the list and push data to it.
Another option is to use Power Automate to handle the data transfer. You can create a flow that triggers when an item is created in PowerApps, finds the corresponding item in the Claim, Argument, and Evidence list using a lookup, and then updates that item with the data from PowerApps.
The problem is that there wont be items already existing in the CAE list so wont know what to update.
Could you can create a flow in Power Automate that triggers when a new item is created in PowerApps. This flow can then create a new item in the Claim, Argument, and Evidence (CAE) list with the data from PowerApps.
@FraserBeadle365 - won't that mean that there needs to be text boxes for Claim, Arguement and Evidence in my main form list as well as the CAE list? - if so, this wont work, because as the form is being filled out, multiple CAE values may need to be filled out.
Dear Community Members, We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd. During this period, members will not be able to Kudo, Comment, or Reply to any posts. On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities. What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!
We are excited to announce the Summer of Solutions Challenge! This challenge is kicking off on Monday, June 17th and will run for (4) weeks. The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities. Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”) - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024 Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods. You must enter into each weekly Entry Period separately. How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different. Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers. At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing. Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner. A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random. Individuals will be contacted before the announcement with the opportunity to claim or deny the prize. Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners. Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event. ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE** Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08 23 @WarrenBelz 31 @DBO_DV 10 @Amik 19 AmínAA 6 @mmbr1606 12 @rzuber 4 @happyume 7 @Giraldoj 3@ANB 6 (tie) @SpongYe 6 (tie) Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08 10@WarrenBelz 25 @DBO_DV 6@mmbr1606 14 @AmínAA 4 @Amik 12 @royg 3 @ANB 10 @AllanDeCastro 2 @SunilPashikanti 5 @Michaelfp 2 @FLMike 5 @eduardo_izzo 2 Meekou 2 @rzuber 2 @Velegandla 2 @PowerPlatform-P 2 @Micaiah 2 Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27 Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8 SunilPashikanti8
On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners. The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights. Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.
We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for. We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer. Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together. Here's to new beginnings and endless possibilities! If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport. To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages