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use a SharePoint list to populate a Word template

  • May 3, 2020
  • 1 reply
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I am using SharePoint 2013. I have a SharePoint list and I'm trying to poulate a Microsoft Word document with certain fields from that list (like a mail merge).

 

I followed the instructions at the link below and it seems to work. I have a List and a Document Library and I created a Word document with the Document Property fields in it.

https://docs.microsoft.com/en-us/archive/blogs/brenclarke/automatically-create-word-documents-which-include-list-fields

 

One of the fields in my list is a Person or Group field (with allow multiple selections=yes).

 

I'm not sure what field type to choose for the corresponding field on my Document Library: do I choose a Person or Group? Do I set allow multiple selections=yes? Or do I make that field a Single Line of Text?

 

And then in my workflow, do I select String or Display Name?  Or do I need to create a variable (I don't have any experience with how to create a variable).

 

I have tried many combinations and can't get the data right...if the Person or Group field in the list is blank, the workflow fails. Or it will copy over with extra characters (#26 for example)

 

Help!

1 reply

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  • Author
  • May 11, 2020

Does anyone have any ideas for me?

Thanks