Populate PDF Documents No Premium Licenses with Power Apps and Power Automate
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- čas přidán 25. 07. 2024
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Populating PDF documents with Power Apps and Power Automate involves leveraging the capabilities of these Microsoft tools to automate the process of filling in PDF forms or generating PDF documents from data sources. Power Apps can be used to design user-friendly interfaces where users input data, which is then passed to Power Automate. Within Power Automate, you can set up a flow that takes this data and, using pre-defined templates or actions, inserts it into a PDF document. The resulting PDFs can be automatically saved to a location like OneDrive, SharePoint, or emailed to designated recipients, streamlining document management and distribution processes.
Chapters
0:00 Introduction
1:03 The Happy Birthday Template
2:25 Insert a Container to Convert
3:45 The Form Screen
6:30 Mapping the fields in our Second Screen
7:56 The Simple MS Power Automate Flow
9:35 Calling the Power Automate in Power Apps
11:40 Oops and Error to learn from
12:25 Turn on PDF feature
14:36 Now lets do a HTML PDF
17:15 Send an email with the PDF
19:00 Conclusion - Věda a technologie
The print screen was a great idea! I've been creating the entire document in power apps. The print screen saves a lot of time for complex forms. Great video!!
Wooo! Nice yeah! Thanks Stefano!
Thanks for the tutorial! If I want to create one-page PDFs soon, I'll give this a try. I can imagine using it very well for certificates of attendance or similar.
Thanks for watching Synthven!
Thank you so much Andrew! Very helpful. Im curious if its possible to populate repeating controls in a word template without using the premium action "populate a microsoft word template". If info on this would be very much appreciated. Thanks again!
Hi Gerardo, in order to do this you can do an HTML table and use the PDF function.
Hi Andrew, how to generate multiple page PDF documents with all types of controls in the different containers.
Hi Andrew, this is great and I have been following your content for some time. How can I pass a signature using the pen input in to the pdf without premium?
Hi Stewart!
That's a good one and should be totally possible by using HTML. Will write that one down.
Hi Andrew, as always, just another awesome video. Very simple and great information, I am thinking creating with repeating table, not sure if this will work or not, but will let you know. Appreciate your knowledge sharing!! 👍👍👍
Hey Imran! It will work, especially if you use a gallery and convert it to a HTML table.
@@andrewhess123 , thank you for the idea, I will look into this and will let you know. Again, appreciate your kind assistance and knowledge sharing 😊
Of course Imran! Thanks for watching!@@imran002ali
How do u loop it through many records I have transcripts I need to convert to pdf
Hi All, I know I'm getting a ton of questions for videos and new content to create. Thank you for sharing your ideas! I I am working on it though!
Hi Andrew, If we have checkbox input in screen 1, so How can we connect it screen 2. I tried but it is asking agin to check in screen 2 as well. pls suggest me
Hi Vivek, thanks for always watching! In Screen 1 when you check the checkbox set a variable like Set(varName,true) then on the 2nd checkbox change the Default to varName.
Thank you for this, my is working but for some reason is not expanding the full container. I am utilizing Microsoft List, I then created the Power Apps with that. I followed your video but is not showing the full information. Do you know where in the formula I would put expand container? Thanks.
Hi @B_D60, so the PDF function is a preview experimental feature so things may change, but if you are creating a PDF Template you could try putting in an HTML text to align it correctly. Using HTML width and height commands or padding could make a difference.
Another option is to work with different types of containers using either Horizontal or Vertical Container to align it correctly as you'd like.
It definitely depends on how you are trying to display your data and what data you have.
@@andrewhess123 I will try that. Thank you!
Will this work for multipage documents or should I stick with word templates and content types for that?
mdizzle! Thanks for watching again. as far as I know this is good for 1 document but.. this is in preview. Also there are tricks to printing more than one pdf and then combining them later.
Thanks Andrew! I ended up using a flow to populate a PDF via html to pdf conversion. The formatting isn't great on the PDF but it works as a nice invoice receipt that's automated. For multi page docs I'm using the populate a word doc flow I learned from you. This works well for multipage docs and all users need to do it export the word to pdf manually once its ready. Its still a huge time save over having to manually edit these documents. We have a good deal of paper work so these are all helpful. @@andrewhess123
Hi @andrewhess123, is it possible to create PDF documents of more than one page with this process?
I don't think there is an easy out-of-the-box way to do this yet. The PDF function is experimental maybe Microsoft will make it easier in the future.
I saw something about {ExpandContainers:true} but I haven't tried it exactly yet.