Populate Signature In Word Template using Cloud flows | CloudFronts

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

<img src="https://www.cloudfronts.com/wp-content/uploads/2021/01/image-11-1024×453.png" alt="AutoSave Documentl – Word p Search Developer Help DocuSign Ankita Chavan File Visual Basic Home Insert Design Layout o References Mailings Aa Review View Design Mode Pvcpe

Under the Developer Tab, Insert picture control

File 
Visual 
Basic 
Home Insert Design Layout References Mailings 
Review View 
Design Mode 
t:] Properties 
i p icture 
Developer Help DocuSign 
Oll Pause Reucvdim•_ 
Macros 
Macro Security 
Add- 
Ins 
Word COM 
Add-ins Add-ins 
XML Mapping 
Mapping 
Restrict 
Editing 
Picture Format 
Document 
Template 
Templates

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.

File 
Visual 
Basic 
Home Insert Design Layout 
References Mailings 
Aa Aa 
Record Macro 
Oil 
Macros 
A Macro Security 
o 
Add- 
Ins 
Word COM 
Add-ins Add-ins 
Review View 
Design Mode 
t] Properties 
Controls 
Epicture 
Developer 
XML Mapping 
Mapping 
Help DocuSign 
Restrict 
Editing 
Picture Format 
Document 
Template 
Templates 
Content Control Properties 
General 
Signature 
Signature 
Tag: 
Show 
color: 
Bemove content control when contents are edited 
Locking 
Content control cannot be deleted 
Contents cannot be ed*ed

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
dita:.mage/ n -base
  • 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-
Set variable 
Image 
• Value 
-Scontent- type 
- : •image/png•. 
outputs(—) x

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

Populate a Microsoft Word template 
• Location 
• Document Library 
File 
Signature 
SharePoint Site - Communication site 
Account 
'Signature.docx 
Outputs x
  • Create File in SharePoint

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

Populate a Microsoft Word template 
• Location 
• Document Library 
Signature 
Create file 
• Site Address 
• Folder Path 
• File Name 
• File Content 
SharePoint Site - Communication site 
Account 
'Signature.doa 
Outputs x 
Communication site - https://cloudfrontsenvdemo.sharepoint.com/ 
'account/'LAZ 1 SOOOD3A53070F 
Account Name x .docx 
Add dynamic content

Input –

T2 Systems 
Account Account 
Summary Project Price Lists 
Parent Account 
Ticker Symbol 
Relationship Type 
Price List 
Signature 
Acquisition Date 
Acquisition Source 
Primary Constituent 
Type 
Administrative 
US Bill Rates 
Assets and Locations 
Field Service 
Details 
Scheduling 
Related 
Annual Revenue 
Email 
e Business 
425-555-7825 
Number of Employee

Output –

File 
Word T2 Systemsl AR - Saving... 
Home Insert Layout References 
Calibri (Body) v 11 v 
Review 
View 
1 
Help 
Search 
Editing v 
p Find v 
Reuse Files 
Dictate

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