title | ms.author | author | manager | audience | ms.reviewer | ms.date | ms.topic | ms.service | search.appverid | ms.collection | ms.localizationpriority | description | ||
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Automate document generation with Microsoft Syntex and Power Automate |
chucked |
chuckedmonson |
jtremper |
admin |
anrasto, shrganguly |
04/23/2024 |
conceptual |
microsoft-syntex |
|
medium |
Learn how to automatically create documents and other content using Microsoft Syntex and Power Automate. |
Using content assembly in Microsoft Syntex together with Power Automate, you can automate the generation of documents using modern templates.
Follow these steps to automatically generate documents using a modern template and Power Automate.
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Sign in to Power Automate.
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In the left panel, select Connectors. In the search box, search for SharePoint, and then select the SharePoint connector.
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On the SharePoint connector page, select the trigger that you want to use to start the automated document generation process.
We recommend starting with any one of the following three triggers:
- When an item is created
- When an item is created or modified
- When an item is deleted
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Next, set up the trigger by entering the SharePoint site address and the name of the SharePoint list. Select New step.
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Select the SharePoint connector again. In the search box, search for and select the action Generate document using Syntex.
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Enter the site information, and select the document library that contains the modern template.
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Once the template is selected, you'll start seeing the template fields. Associate the fields with the columns in the list.
[!NOTE] Data mapping in the template is not supported in this action. For example, if you have associated a field in your template with a managed metadata column, during automated generation you will be able to associate this field with a column in a list.
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When done, select Save to save the flow.
[!NOTE] We recommend using templates that don't need users to manually add values for document generation. If the template needs manual input for a field, you can specify that value against the field rather than mapping it to a SharePoint list column.
Currently, only Word documents (.docx) are supported using this action. -
To generate a PDF file using this action, provide .pdf as the extension in the file name.
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Whenever a template consists of a table placeholder, that field has all the column names in the suggestion shown in the Risks field.
To fill the table, placeholder values should be passed as a list of JSON objects with column name and values. For example:
[{"Column 1":"Low","Column 2":"Test","Column 3":"Test","Column 4":"Low"},{"Column 1":"Medium","Column 2":"Test","Column 3":"Test","Column 4":"Medium"}]
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The action doesn't support images, and templates containing these fields are hidden while selecting the templates in the action.