![]() Thank you! I've been doing this in SharePoint designer for years and this is so helpful in recreating the process in Flow. ![]() Click Create and name it Contract Agreement. Go to the Site Settings (select from the gear icon at the upper right corner on SP online) and click Site content types under Web Designer Galleries.Ģ. If you have done this before, jump to the part that interests you the most.ġ. We will then upload a template to it and apply the content type to a document library. We will start by creating a content type and its associated site columns. I will cover the two methods in this post. I used a REST API to achieve it though, but later discovered an action that saved me the two steps introduced by the REST API. But it turns out to be simpler than it seemed. Initially doing this in MS flow seemed impossible, but because MS flow has an action that supports REST APIs I was determined to code it if required. I did this without writing a single line of code, using SharePoint Designer Workflow, List and InfoPath I was able to meet their requirements. ![]() ![]() They wanted to standardized the document so that any contract document leaving the bank to the customers will have the same format. In my former company I was tasked by the legal team to develop a solution that auto-generates contract document based on a predefined template and route it for approval. Recently I took a deep dive into Microsoft flow, and the first task I gave myself was using MS flow for one of the projects I have done in the past. ![]()
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December 2022
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