0

we have a business need to approve and document all requests. I want to have a custom content type or Word document where the user fills out the required fields and it generates a Word or PDF file based on that information. Here's what should happen:

  1. The user clicks "New Item" and is taken to the form page and fills out required info.
  2. A new Word document is created with these fields mapped to the form fields (a template, for example).
  3. The "Assigned to" person is notified of the request and either approves or rejects the document

I have also tried using Quick parts in the Word document but the guide I found is for 2013 and I using 2016. The menu items just aren't there (https://www.netwoven.com/2015/04/24/how-to-dynamically-create-and-populate-word-document-in-a-document-library-from-custom-list/). I am using SharePoint 2016. Is there any way to have a new list item make a document like this by mapping form fields? I assume it would work better with a Word Document rather than a PDF. It would be even better if I can get this to work with a custom workflow easily.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.