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How to create custom form and workflow using Microsoft Flow?
Once our form is created, we will use Microsoft Flow to create a workflow to assign a Sequential Case Number for HR to use in tracking, create a new folder in the Document Library with the new Employees Name, create a Word Document in that folder based on a document template, and track the New Employee Onboarding process.
When to use custom Association form in workflow?
When workflows are configured to start automatically, on the other hand, and if the workflow is expects data in some fields in the form, the preferred solution is using a custom association form. Then, in the initiation form, these default values would be present when starting the workflow manually.
To edit an existing workflow in SharePoint Designer 2010, in the Navigation pane, click Workflows. In the main pane, right-click the desired workflow, and click Edit Workflow. To copy and modify a reusable workflow in SharePoint Designer 2010, in the Navigation pane, click Workflows.
Why do you need custom fields for list workflows?
Because it has the context of the list for which it was created, list workflows automatically have access to the values of the custom fields for the list item on which they will run, such as the custom Notes field for a document library. List workflows cannot be made available to other lists or libraries on this or other sites.
Which is the 2nd step in the workflow?
2nd step in the workflow is, when the title field is crated, to create the document in the Status report docs library based on the information from the created list. I have tried to set the workflow, see below, but I am receiving error on the workflow.
How to generate Word documents in flows flow?
Today there are two actions: Convert Word Document to PDF: Gets a PDF version of the selected file. Populate a Microsoft Word template: Reads a Microsoft Word template to then fill the template fields with selected dynamic values to generate a Word document. You can build Word templates on either Windows or your Mac by enabling the Developer tab.
How does flow work on Microsoft Power Platform?
“Flow puts real power in the hands of regular users. Collecting Twitter data used to require development skills. Now, we can use a flow to key in on a specific term, have those tweets delivered to a SQL Azure database, and run it through Power BI for near real-time analysis.”