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Generating a Word doc. by instantiating a Word Template in Flow.

  • 1.  Generating a Word doc. by instantiating a Word Template in Flow.

    GOLD CONTRIBUTOR
    Posted Sep 27, 2021 10:55 AM
    Hi Everyone,

    There are a number of very good articles that walk one through this subject. Here's just one:

    Generate Document Templates in CDS using Flow · BGBS Portal (briteglobal.com) 

    I've now got a couple of specific scenarios within this space, and I'm wondering what's possible - 

    1. Conditionality - do Word Templates support the idea of e.g. a conditional paragraph: one that you can wrap in a YES/NO condition which then gets resolved at runtime, to either include or exclude the enclosed paragraph? 
    2. De-coupling paragraphs from a Template - imagine that the business need is to create a suite of templates. Let's say 100. And let's also say that 65 of those 100 templates have a paragraph in common. From a Management / Maintenance pov, it is clearly better to be able to create a paragraph once, and then reference it within the 65 relevant templates. That way, if the wording needs to change, it only needs changing once.
    With respect to both questions... If there is no support to meet the requirement OOTB, any insight on proven patterns for achieving the same through custom work, would be really useful.

    Sincere thank you to those who give their time in replying,

    #Flow #PowerAutomate(Flow) #Office365​​​

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    Tamim Sadikali
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  • 2.  RE: Generating a Word doc. by instantiating a Word Template in Flow.

    TOP CONTRIBUTOR
    Posted Sep 28, 2021 02:51 AM
    To a degree, question 1 and 2 are the same question.
    One of the main advantages of the Flow Word templates connector is the ease with which you can use variables to vary the text used.
    This means you can decide what text, if any, ends up in a block based on the conditions you set.
    You can get your blocks from any source that Flow can query, e.g. a SharePoint list item or a Dataverse row.

    If a block is blank, the template should behave as if it did not exist. This needs playing around with.
    If you have a block that is reused in multiple scenarios, store it somewhere and get it.

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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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