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Populate Signature In Word Template using Cloud flows

Posted On January 19, 2021 by Ankita Chavan Posted in  Tagged in , , , ,

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

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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