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. This type of automation can be greatly enhanced by leveraging Power Platform Beratungsleistungen, ensuring that the workflow is efficient and scalable.
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
Managing dynamic Excel outputs can be tricky without the right automation strategy. That’s why our Power Automate Consulting Services are designed to streamline processes like file generation, data validation, and workflow integration—so your team can focus on analysis instead of repetitive tasks.
