Action: Generate Word document

Action: Generate Word document

Generate Word document action allows you to generate documents based on a standard Microsoft Word file filled with SharePoint list data. 

Example of Generate Word document action configuration for single item

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KI-generierte Inhalte können fehlerhaft sein.

For more information about Action Builder read Action Builder introduction
 article.

For more information about Document generator and examples read Document Generator introduction article. 

To configure the action Generate Word document additional properties should be specified.


Configuration

Property

Required

Type

Description

Template

yes

.docx Document

- Static path. Provide a new word template that contains placeholders or select existing template from library on the current site

- Dynamic path. Allows to specify expression based path to template

Data source

yes

Choice

Select available option: 'For single items'/'For multiple items'

List or library

yes

 

A list or library from current site

For single item:

Item Id

yes

Integer or string

The item id of the element to get the data into the generated document

For multiple items:

Query

no

String

A valid CAML query string to filter the items in the list/library to generate a document for

For multiple items:

View

no

Choice

Select a view configured on the list/library to filter the items. This can be used instead of a Query or in combination, where it will merge the Query and the View.

Target

yes

Choice

Select available option: "Save to library" / "Open in browser".

File name

yes

String

Fixed file name for generated document or dynamically calculated using an expression. 

Overwrite file

no

Toggle

It will overwrite the document if the file with the same name already exists



Availability

Modern Forms

List Actions

Scheduled/Triggered Actions

 

Outputs

Output Parameter

Type

Description

ItemID*

Number

Returns the Id of the generated document in a library 

FileName

String

Returns the file name of document

Url*

String

Absolute Url to the file. Starts with 'https://'

ServerRelativeUrl*

String

Server relative path to the file. Starts with '/'

LibraryRelativeUrl*

String

Library relative path to the filer. Starts with folder name

*Output parameter value is available in a case of using option "Save to library"

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KI-generierte Inhalte können fehlerhaft sein.


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