Create a PDF from a SharePoint List Item with Power Automate

Do you need to create a PDF file using data from a SharePoint List? In this video I demonstrate how to create a PDF file with Power Automate in less than 5 minutes. This is great for all sorts of things, from generating a certificates for completing a course, receipts from a business process and much more.

To create this workflow I started with a “For the Selected Item” trigger, allowing the Flow to be run manual on the selected SharePoint List item.

The Get Item action is used to get all of the values from the selected List Item.

Use a Compose or Create HTML Table action to define your template using HTML

Next use the Create a File using OneDrive, convert the file to PDF and then generate the PDF and save it to OneDrive. The initial Create File action uses the Outputs from the HTML template.

In my example I have created a folder in OneDrive call DEMO where I save the HTML template and final PDF file.

That’s it! Now you have a Flow that generates a PDF file from a List Item.

One thing to note is the Flow saves the files into the OneDrive of the person who publised the Flow. If you are storing sensitive information you should consider using a service account and moving the files to a secure location.

6 thoughts on “Create a PDF from a SharePoint List Item with Power Automate

  1. This is so helpful, thank you! For my last step, I used the SharePoint Create file action to put the PDF into a SharePoint folder connected to a Team.

  2. Steve – Very helpful. Thank you. Some of my data does & some doesn’t come across from my list. The data that isn’t coming across seems to be large blocks of data as opposed to short descriptions. Not even making it to the HTML file. Any ideas. I’m getting ready to research but figured I’d ask.

    1. Hi Ken, it could be due to special characters in the multi-line text field. Try making that field a Plan Text format rather than Rich Text. Another possible cause could be quotes that may break the HTML generated.

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