8 thoughts on “Auto-populating Microsoft Word templates – a no-workflow option

  1. Though I like how you have written this I am having some trouble. I get to the point of editing the template and adding in the metadata but not all the custom columns show up.

  2. Hello,
    I am trying to use the solution you mention above and it works except with lookup fields. So I have a lookup field that comes from one of my lists. The user will choose the merchant basically and once they save the form other information from the same list will be imported to the form. Basically when I created the lookup field I choose the main column and also the other columns I want to be transferred. The issue that I have is that in the library I can see the data transferred properly but in the document I can only add and show the main field. Is there a way to show all the lookup fields in the document without asking the user to manually fill all different fields required? I am trying to automate most the input of information from the user because it is already in the system.
    Also an other point is that the manual generation of the document is not convenient because users will not learn how to do it correctly and is going to be an ongoing issue. Is there any other way that I can do the generation of the document?

    Thanks in advance for your time and help

    1. Hi Katerina, the way to do this involves copying the values from the lookup columns to hidden text-only columns. It’s been a while since I did this, so I will either detail this in a new post or send you an email with the details. I agree that the manual generation of the documents is not convenient, ever since SP2010 workflows were removed from SharePoint Designer, this has been annoying. I’m not sure if it’s possible to do this yet with PowerAutomate (last time I look it wasn’t).

      1. Hi Andrew,

        Thank you very much for your prompt response. I know I can do this using SPD workflow, but I was wondering if there is any way to make the “secondary” lookup fields available in word on the document properties section (where all the other fields are shown).
        As for Power Automate I have found some articles but the issue is that I can’t use it as My SharePoint 2016 environment is purely on premises (no hybrid, barely not internet access on the servers).

        Thanks,

        Katerina

      2. Hi again
        > I was wondering if there is any way to make the “secondary” lookup fields available in word on the document properties section (where all the other fields are shown).
        Not that I’m aware of, the only way to do this is to convert the lookup value to a text field in a different column. I’m still trying to find a good source for this, here is one (I am still working on) https://github.com/SharePoint/sp-dev-docs/issues/1250

        See also
        Msft reference: https://docs.microsoft.com/en-us/sharepoint/dev/declarative-customization/column-formatting
        (more complex) https://linnzawwin.blogspot.com/2020/07/get-lookup-display-name-and-option-set.html

        >As for Power Automate I have found some articles but the issue is that I can’t use it as My SharePoint 2016 environment is purely on premises (no hybrid, barely not internet access on the servers).
        That makes sense, I hope you can resolve this.

        I will post if/when I work out how to do this.
        Andrew

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