I am building a simple workflow to save a web form to a SharePoint site. The workflow runs as follows:
Start Event: Form > Get a file > Generate document > Get item from collection > Store a file > Workflow complete.
The SharePoint document library was created with columns to match the form variables in the workflow. When the file is stored, is there a way to auto-populate the SharePoint columns with the data entered in the web form?
Best answer by Jake
Hi
there are 2 approaches, you can link properties in a document to columns on a list, then using docgen fill the property with the tags you want and it will replicate as you store the file.
the problem with this approach is it requires a bunch of admin and I think there is a specific naming convention required for sharepoint to replicate the field but it is the only “automatic” approach.
alternatively once the item is created, use update item action with the ID of the created file and fill the values as you need them, the fields still populate just requires another action.
Jake
+13Hi
there are 2 approaches, you can link properties in a document to columns on a list, then using docgen fill the property with the tags you want and it will replicate as you store the file.
the problem with this approach is it requires a bunch of admin and I think there is a specific naming convention required for sharepoint to replicate the field but it is the only “automatic” approach.
alternatively once the item is created, use update item action with the ID of the created file and fill the values as you need them, the fields still populate just requires another action.
Jake
Jake,
Thanks for the response. Do you have a few images of how these options would look like in a workflow?
+13Hi
It would just be a single additional action for your current workflow, just an update item action at the end.
When you use the store file action in the loop output its ID to a variable:
You can then use that file ID in the same loop to update the item properties:
In this scenario I am storing case number and region to the item, see below:
Hope this helps
Jake
+22Hi
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