HOW DO YOU CREATE A QUICK PART IN WORD HOW TO
HOW DO YOU CREATE A QUICK PART IN WORD UPDATE
HOW DO YOU CREATE A QUICK PART IN WORD MANUAL
HOW DO YOU CREATE A QUICK PART IN WORD SOFTWARE

After that, add the Outlook action called Send an email (V2) (preview).For the File Identifier, use the ID from Create file. Add another SharePoint action, Get file content.

HOW DO YOU CREATE A QUICK PART IN WORD HOW TO

For this example statement of work, I want to email it out to the customer, so here’s how to add a couple more actions to the flow, to automatically email that new file.Also, when you send it in an email it looks fine. When people have read-only access to the file, the Quick Parts show correctly in Word Online, or when you preview the file.

HOW DO YOU CREATE A QUICK PART IN WORD SOFTWARE

The file looks fine when you open it up in the Word client software (on your computer), but in Word Online, the values don’t show in the Quick Parts. The deal with Quick Parts, unfortunately, is that they’re a little weird when using Word Online. At this point, you can save your flow, run it, and go to the library and see the new file there. Those other fields, I blurred out because they are irrelevant to this demo. This step puts the metadata on that new file you created. For the file’s Title, I went ahead and used the Customer parameter there as well. For the Customer, Hours, and TaxID, I used the 3 input parameters respectively. For the ID, I picked the ItemID from Create File.

HOW DO YOU CREATE A QUICK PART IN WORD UPDATE

Add a SharePoint action to Update file properties.

The File Content here is from the Get file content action.

HOW DO YOU CREATE A QUICK PART IN WORD MANUAL

For the File Name, I’m using the Customer from the manual input parameters. I just create mine right there in the same library, but of course, you could put it in a different library.

Add a SharePoint action to Create File.

Remember that file you created at step 1? That is the file that you want to get.

After the trigger, your first action will be a SharePoint action called Get File Content.

The objective of this post is to show you how data coming from *wherever* can be automatically inserted into a new Word doc. Your Flow could be getting this information from a SharePoint list form, from Salesforce, or PowerApps. In your manual trigger, create input parameters for each of the values you’re using in the document as quick parts.Īgain, this is a simple example.

Your trigger can be whatever you’d like it to be, but for this simple example, I’ll use a manual trigger, a button.

Save your file in place, and close Word.

Note that my font here is red, but is typically gray by default.

Go through the process of putting your cursor in your document in each spot that the value belongs, and insert Quick Parts wherever you need them.

Click a property to insert it in your document. From the list of document properties, you’ll see your library’s metadata. Click Quick Parts, and choose Document Property.

Once your document is in the library, then open it in MS Word.

Create a new Word document in that library, or if you already have an existing document to use as a template, upload it to your new library.

In my example, I’m adding these text columns: Customer, Hours, TaxID

Create a document library in SharePoint, and add new columns in the library, for each piece of information that you’d like to insert into your documents.

This post is really just showing a way that they can be used in conjunction with Flow. They’ve been around since SharePoint / Office 2010. What does that title mean? Translation: Create a Microsoft Flow that will let people fill out a form and place the field values in specific spots of a Word document, so that it looks like a filled-out legal document (or any kind of document).

How do you create a quick part in word