Generate document action allows you to generate documents based on a standard Microsoft Word file filled with SharePoint list data.
Example of Generate document action configuration for single item
For more information about Action Builder read Action Builder introduction article.
For more information about Document generator and examples read Document Generator introduction article.
To configure the action Generate document additional properties should be specified.
Configuration
| Property | Required | Type | Description |
|
Template |
yes | .docx Document |
- Static path. Provide a new word template that contains placeholders or select existing template from library on the current site
- Dynamic path. Allows to specify expression based path to template
|
| Data | yes | Choice | Select available option: 'For single items'/'For multiple items' |
| List or library | yes |
A list or library from current site
|
|
|
For single item: Item Id |
yes | Integer or string | The item id of the element to get the data into the generated document |
|
For multiple items: Query |
no | String | A valid CAML query string to filter the items in the list/library to generate a document for |
|
For multiple items: View |
no | Choice | Select a view configured on the list/library to filter the items. This can be used instead of a Query or in combination, where it will merge the Query and the View. |
| Target | yes | Choice |
Select available option: "Save to library" / "Open in browser". |
| File name | yes | String | Fixed file name for generated document or dynamically calculated using an expression. |
| Overwrite file | no | Toggle | It will overwrite the document if the file with the same name already exists |
Availability
| Modern Forms | List Actions | Scheduled/Triggered Actions |
| ✓ | ✓ | ✓ |
Outputs
| Output Parameter | Type | Description |
| ItemID* | Number | Returns the Id of the generated document in a library |
| FileName | String | Returns the file name of document |
| Url* | String | Absolute Url to the file. Starts with 'https://' |
| ServerRelativeUrl* | String | Server relative path to the file. Starts with '/' |
| LibraryRelativeUrl* | String | Library relative path to the filer. Starts with folder name |
*Output parameter value is available in a case of using option "Save to library"