Populate Signature In Word Template using Cloud flows

Let see how we can populate signature from CRM to Word Template using Cloud flows

First we need to understand how to create word template with Content Controls –

1. Create Word Template with Content Controls

In Word Document, Select Developer Tab

Under the Developer Tab, Insert picture control

After Inserting a picture control, Click on Properties -> Name the Title and Tag according to your requirement.

In my case I have named title and Tag as Signature.

Now we have created a Word Document with content controls.

Upload this document in your SharePoint

2. Populate Signature Field using Cloud flows

• Signature field in CRM is pen control and when we run a flow, we get the field as below

• Split the above field by “,”

Use below expression –

split(triggerOutputs()?[‘body/cf_signature’],’,’)

Output of above expression –

• Initialize a variable of type Object and set the Object as shown below-

Content is output of split,To get the output of split expression, use below

outputs(‘Compose_2’)[1]

Syntax – outputs(<stepname>)[position of array]

And save the object in a Compose

• Populate a Microsoft Word Template

Add action “Populate a Microsoft word template” in flow

• Create File in SharePoint

File Content of Create file step is the output of Populated Word Template

Input –

Output –