Hi,

I hope this is the right place to post this. If not please redirect me.

I currently have a system to create customer quotes using sharepoint lists, power automate, and a sharepoint library. The user goes to the list and creates a new entry by clicking new, then fills out the form with all the information. When they click save a “Flow” starts that gets the item properties from the newly created list item, then gets a content type template (word doc with quickparts) from a sharepoint library, then populates the template with the item properties and saves a copy in the library.

My question is this: Why do I need a list and a library to do this? Could I not do this all within one library and different views? I would like to have the user go to the library and click new, then select the document type, then fill out a form, and sharepoint would create a document from the content type template with all of the form data filled out.

I have got most of the way there but am running into a few problems:

1. When you select “new document” the new document opens in Word. I want a form to open instead.

2. When I proceed with filling out the properties in Word and then try to save the document, it wants to “save as” and prompts for a new location. I want it save to the library.

​Hi,I hope this is the right place to post this. If not please redirect me. I currently have a system to create customer quotes using sharepoint lists, power automate, and a sharepoint library. The user goes to the list and creates a new entry by clicking new, then fills out the form with all the information. When they click save a “Flow” starts that gets the item properties from the newly created list item, then gets a content type template (word doc with quickparts) from a sharepoint library, then populates the template with the item properties and saves a copy in the library. My question is this: Why do I need a list and a library to do this? Could I not do this all within one library and different views? I would like to have the user go to the library and click new, then select the document type, then fill out a form, and sharepoint would create a document from the content type template with all of the form data filled out.I have got most of the way there but am running into a few problems:1. When you select “new document” the new document opens in Word. I want a form to open instead.2. When I proceed with filling out the properties in Word and then try to save the document, it wants to “save as” and prompts for a new location. I want it save to the library.  Read More

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