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pvanolinda1
Frequent Visitor

Create document from SharePoint list item

Does anyone know if it's possible to create a Word doc in a SharePoint doc library every time a list item is added to a custom list? I also need the metadata from the list item to be inserted into the document using Word quick parts. This is currently possible via a SharePoint Designer 2010 workflow.

 

Any help would be greatly apprediated!

 

Pete

1 ACCEPTED SOLUTION

Accepted Solutions
v-yamao-msft
Community Support
Community Support

Hi pvanolinda1,

 

If you want to create a Word document in SharePoint library when an item is created in a list, you may consider taking the following configuration for a reference.


In the File Name field, add the file extension after the file name, in the File content filed, add all the dynamic contents that you want.


Then when a new item is created, the doc would be created in the library. Please take a try with it.

3.PNG


Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

5 REPLIES 5
v-yamao-msft
Community Support
Community Support

Hi pvanolinda1,

 

If you want to create a Word document in SharePoint library when an item is created in a list, you may consider taking the following configuration for a reference.


In the File Name field, add the file extension after the file name, in the File content filed, add all the dynamic contents that you want.


Then when a new item is created, the doc would be created in the library. Please take a try with it.

3.PNG


Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thanks for the suggestion! I'll give it a try and let you know how I get on.

I tried this and it successfully creates the file! I really need to the file to be formatted, though. I currently use Content Types in SharePoint for this and attached a Word doc. Then I use QuickParts in Word to insert the metadata. I'm wondering if there's a way to do this in Flow?

Hi pvanolinda1,

 

I am glad to hear that you have been able to create the file successfully.


However, I am afraid that currently there is no possible way can be used to format the file content.


Please consider creating a request at Flow Ideas Forum, I will help collect and report it on my side, PGs will check the forum and take your idea into consideration in future releases:
https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas


Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi, I just wrote a blog post about how to do this.  Generate a document with MS Word quick parts populated, via Flow:

https://wonderlaura.com/2019/01/09/microsoft-flow-quick-parts/

Laura Rogers
SharePoint MVP
SharePoint Consultant / Trainer at IW Mentor

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