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 –
- 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 –