Generate doc from Power App form and Word template, send for signature

Meklēšana

Pēdējo reizi atjaunināts 2023. gada 13. nov.

Create a Power Automate flow to generate a custom document every time a Power Apps form is completed and send it for signature with Acrobat Sign.

Overview

Generate custom documents every time a Power Apps form is completed, using form data and Word templates in SharePoint. Then send the document for signature with Adobe Sign and notify your Teams channel once signed.

Sample templates for Document Generation can be found at https://www.adobe.com/go/pdfservices_templates.

Prerequisites

Must have a valid Acrobat Sign account.
Must have access to Adobe PDF Services API.
Requires a valid SharePoint online account.
Must have a valid Teams account.
The SharePoint file and Teams channel must be configured before running the flow.

Enable the flow

Navigate to Workflows > Power Automate > Create Workflow.
On the What would you like to automate today? page, type generate into the search bar.
Select Start on the workflow you want to enable.
The Create a flow page loads showing:
- The editable Flow name. This is the same name as the original template, which can be edited.
- The Connectors that are required for the flow to be completed.
  
  A Connector is a wrapper around the API code, providing a friendly interface to collect the information required to authenticate each necessary service and to personalize the flow for a specific user's needs. You must establish the authenticated connection first. You are prompted to provide any required information the connector demands in a following step.
  
  To authenticate a Connector, select the three dots next to the Connector. An authentication panel for the service (application) will pop up where the user's credentials can be entered.
  Once successfully authenticated, a persistent connection is established between the service and Power Automate.
  A green check next to the three dots indicates an authenticated connection exists.
Authenticate each Connector under the Sign in section.
Select Next when all Connectors are authenticated.
Configure your Adobe PDF Services.

If you do not have an account with Adobe PDF Services, you can create an account for free.
Select Create flow when all required field values have been supplied.

Creating the flow may take a few seconds. Once done, the management page for the flow is displayed.

Piezīme.

Flows are created with an "enabled" status. If you don't want your flow to be active, select the Turn off option in the top bar of actions.