Populating and creating multiple document for each name selected in dropdown

Littleton, Kayla 0 Reputation points
2024-04-24T04:23:40.9+00:00

Generate a word document using a template and save it to sharepoint and send an email.

the idea is that when a new ticket is created, team members would fill out the ticket and select whether it is a warranty (parts request form) or RMA (trial equipment). I've added the parts and P/Ns so they can select whatever is needed. Once saved, the system will automatically generate a form to send to Jen and the warehouse team to pull the parts. This will help with tracking and cut down on time.

Jen will receive a notification, create the SO, and send out the equipment without having to worry about P/N numbers being correct, and getting rid of the part req sheets. We can also use it for inventory tracking and audits. For the RMAs, she will receive the email and close it out, create the RMA in Oracle, and send it to whoever is shipping back trial equipment (or she will send it to us). @Reynolds, David, there is a way to add more than one user on a document. Example, we could add "Delta Brick" to the email, and they would receive instructions in the email to print out the RMA, package, and send back the units.

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  1. Q&A Assist
    2024-04-24T04:23:40.92+00:00
    AI generated content. This question contains an answer created with AI from Q&A Assist. Learn more

    To generate a Word document using a template and save it to SharePoint and send an email, you can use the "Generate document using Syntex" action in Power Automate. This action allows you to automatically generate documents in bulk based on a modern template that is populated with values from a data source such as a SharePoint list or database. You can also use content assembly to create the template.

    To implement this solution, you can follow these steps:

    1. Set up a SharePoint document library where you want to store the generated documents.
    2. Set up a SharePoint list with the required data for each document.
    3. Create a modern template using Word that is populated with values from the SharePoint list.
    4. Create a Power Automate flow using the "Generate document using Syntex" action and with a manual trigger to get items in the list. This ensures that you can generate documents when you want for all values in the list.
    5. In the Power Automate flow, add actions to save the generated document to the SharePoint document library and send an email with the document as an attachment.

    References:

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