By using the Word Online (Business) connector for Power Automate, you can create documents using the information collected within a Microsoft Form response. Beginning with a Microsoft Word template, you can use the connector in a flow to take inputs from a form submission, populate them in a template, and save the document.

In a previous post, I have shown something similar using Power Virtual Agents as the information source. In this post, a response submitted to a Microsoft Form will be the source.

Here, we’ll take a look at how you can use Microsoft Forms to collect these inputs and create the document.

Screenshot of generated document and Microsoft Forms submission

1. Create a Microsoft Word template

You will first need to create a template in Microsoft Word for the document you want to generate. In my example, I am using an NDA template. Throughout the document, I have used the Developer tab in Microsoft Word to insert controls. These correspond to the places I want my inputs from Microsoft Forms populated.

Screenshot of Developer tab in Microsoft Word

For example, if I wanted to populate the Jurisdiction field in my NDA, I would place my cursor in the location of the document, then click on the plain text control from the Developer tab.

Screenshot of created a plain text control in Word template

Then, click on Properties.

Screenshot of editing control properties in Word template

You can enter in a Title for the control so that it is easy to identify, as well as set the Show as to Start/End Tag.

Screenshot of editing controls in Word template
Screenshot of control in Word template

Your template will need to be stored in an online location in order to use it in Power Automate. This could be OneDrive or SharePoint. This this example, it will be stored in OneDrive.

Screenshot of Word template stored in OneDrive

2. Create your Microsoft Form

Go to https://forms.microsoft.com and sign in with your work account (if not already). Create the form you want to use. You can see in my form below, the questions correspond to a control on the Word template that needs to be populated.

My questions include: What is the permitted purpose?, What is the Governing Law?, What is the Term?.

3. Create the flow

This is what the end result of the flow looks like. If you stored your file in SharePoint, you would use the SharePoint connector rather than OneDrive.

Screenshot of completed flow for generating the document

Go to https://make.powerautomate.com/.

Go to My flows >+New flow > Automated cloud flow. Give the flow a name, and select the Microsoft Forms trigger, When a new response is submitted. Click Create.

Screenshot of creating automated cloud flow

In the trigger action, select your form in the Form Id field. Add a step below- Microsoft Forms Get response details. Select your form name in the Form Id field. In Response Id, select Response Id from the dynamic content list.

Screenshot of connecting your form to flow

Insert the Word Online step, Populate a Microsoft Word template. Your location, document library and file would direct you to where the file is located. Since mine was in the OneDrive folder called Legal Documents, I’ve made the selections below. Once it is pointing to the Word template, the action will show you the controls from your template. Here, use the dynamic content from Microsoft Forms (i.e. your questions) to insert the responses in the right place.

Screenshot of the flow action Populate a Microsoft Word template

The next step is optional. I’ve inserted the step Current time, just so I can have a unique value used for the name of the document being created. If the file name isn’t unique, you will get an error when your flow runs. This is the Date Time connector- Current time.

Screenshot of the flow action Current time

Add in the OneDrive for Business action, Create file. If you want to store the file in SharePoint instead, use the SharePoint action- Create file. This is where you are specifying the location for the newly created document to be stored. You will also enter in a name for the document. Use the dropdown arrow and folder button to specify the location. For my file name, I have used dynamic content from the current time. Make sure to type in .docx at the end of your file name. For File Content, insert the dynamic content Microsoft Word document from the Word online step.

Screenshot of the flow action Create file

At this point, the actions to create the file are complete. Save and test your flow. Test your flow by submitting a response to your Form, then navigate to the file storage location to see it appear.

Screenshot of testing flow
Screenshot of document generated and stored in OneDrive
Screenshot of generated document and Microsoft Forms submission

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