You have an MS Excel template that needs to be filled out every time a new record in SharePoint is created: this means when a new item is added in SharePoint, a copy of the template needs to be created and our automation has to insert rows into it.
In our example, we have a column in SharePoint with a list of users and we want to write these names in a table we have defined in our template.
To build this automation, you need:
- An MS Excel template with a table you want to fill out.
- To upload Excel template to SharePoint (or OneDrive).
- To create a SharePoint list that will trigger the automation and include a column with person type that accepts multiple values.
SharePoint list example
Step 1. Trigger
Step 2. Get template content
Step 3. Create a copy of the template.
This is the file we will write to. It’s a dynamically generated file so we don’t know its ID in advance.
Step 4. Fill out template