{"id":111028,"date":"2019-12-18T09:00:35","date_gmt":"2019-12-18T17:00:35","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/intermediate-flow-of-the-week-create-and-insert-a-document-approval-sheet-using-flow-approval-data\/"},"modified":"2025-06-11T08:00:50","modified_gmt":"2025-06-11T15:00:50","slug":"intermediate-flow-of-the-week-create-and-insert-a-document-approval-sheet-using-flow-approval-data","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/intermediate-flow-of-the-week-create-and-insert-a-document-approval-sheet-using-flow-approval-data\/","title":{"rendered":"Intermediate | Flow of The Week: Create and insert a document approval sheet using Flow approval data"},"content":{"rendered":"<p>Jay from <a href=\"https:\/\/www.encodian.com\/\">Encodian<\/a> has compiled this guide showing how we can use Power Automate to create a document approval sheet using Power Automate approval data before embedding it within a document.<\/p>\n<p>This is a common use case which is a regular topic within the community!<\/p>\n<p><a href=\"https:\/\/www.encodian.com\/\">Encodian<\/a> is one of our trusted Power Platform connector partners which contains a whopping 33 different actions covering document format conversion, redaction, watermarking, OCR, PDF to PDF\/A, data extraction, merging, splitting, securing, search and replace, archiving (ZIP files!) and a whole boat load more!<\/p>\n<p><strong>Flow Overview<\/strong><\/p>\n<p>Many organisations include the document approval sheet in the document either at the start or end of the document. Using this approach requires the user to manually update the approval table which is difficult to manage especially when using an automated approval process to generate an approved version of the document, i.e. you can\u2019t change the document once it\u2019s approved! And you can\u2019t really complete the approval table (dates, comments) until the approval process is complete.<\/p>\n<p>This Flow will demonstrate how to dynamically generate the approval sheet from Flow approval data and add it to an approved rendition of the document (PDF).<\/p>\n<p><strong>Let\u2019s build the Flow!<\/strong><\/p>\n<p>Navigate to the SharePoint document library which will store and manage the documents that will be sent for approval.<\/p>\n<p>Click \u2018<strong>Flow<\/strong>\u2019, click \u2018<strong>Create a Flow<\/strong>\u2019<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-1997\" height=\"190\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/1.png\" width=\"839\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/1.webp 839w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/1-300x68.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/1-768x174.webp 768w\" sizes=\"auto, (max-width: 839px) 100vw, 839px\" \/><\/p>\n<p>Click \u2018<strong>Show more<\/strong>\u2019<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-1998\" height=\"526\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/2.png\" width=\"332\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/2.webp 332w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/2-189x300.webp 189w\" sizes=\"auto, (max-width: 332px) 100vw, 332px\" \/><\/p>\n<p>Select the \u2018<strong>Complete a custom action for the selected file<\/strong>\u2019<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-1999\" height=\"294\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/3.png\" width=\"318\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/3.webp 318w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/3-300x277.webp 300w\" sizes=\"auto, (max-width: 318px) 100vw, 318px\" \/><\/p>\n<p>Click \u2018<strong>Continue<\/strong>\u2019<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2000\" height=\"602\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/4.png\" width=\"538\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/4.webp 538w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/4-268x300.webp 268w\" sizes=\"auto, (max-width: 538px) 100vw, 538px\" \/><\/p>\n<p>Select the default name of the Flow text and change to \u2018<strong>Submit for Approval<\/strong>\u2019<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2002\" height=\"188\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/5.png\" width=\"604\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/5.webp 604w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/5-300x93.webp 300w\" sizes=\"auto, (max-width: 604px) 100vw, 604px\" \/><\/p>\n<p>Add a SharePoint \u2018<strong>Get File Content<\/strong>\u2019 action to the Flow<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2003\" height=\"552\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/6.png\" width=\"618\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/6.webp 618w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/6-300x268.webp 300w\" sizes=\"auto, (max-width: 618px) 100vw, 618px\" \/><br \/>\n<em>\u00a0<\/em><\/p>\n<p>Configure the \u2018<strong>Get File Content<\/strong>\u2019 action as follows:<\/p>\n<p><strong>Site Address<\/strong>: This must be set as per the \u2018<strong>Site Address<\/strong>\u2019 value set in the \u2018<strong>Get File Properties<\/strong>\u2019 action<\/p>\n<p><strong>File Identifier<\/strong>: Select the \u2018<strong>Identifier<\/strong>\u2019 property returned by the <strong>Get File Properties<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2004\" height=\"131\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/7-1024x255.png\" width=\"525\"\/><\/p>\n<p>Add a \u2018<strong>Start and wait for an approval<\/strong>\u2019 action to the Flow<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2005\" height=\"375\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/8.png\" width=\"621\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/8.webp 621w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/8-300x181.webp 300w\" sizes=\"auto, (max-width: 621px) 100vw, 621px\" \/><\/p>\n<p>Select the required approval type &#8211; this demo uses the \u2018<strong>Approve\/Reject \u2013 Everyone must approve<\/strong>\u2019 approval type<\/p>\n<p><em>\u00a0<\/em><br \/>\n<img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2006\" height=\"241\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/9.png\" width=\"619\"\/><br \/>\n<em>\u00a0<\/em><\/p>\n<p>Complete the \u2018<strong>Start and wait for an approval<\/strong>\u2019 action configuration as follows:<\/p>\n<p><strong>Title<\/strong>: Set to \u2018<strong>Official Document Approval Request<\/strong>\u2019 or similar<\/p>\n<p><strong>Assigned To<\/strong>: Enter the users who will be asked to approve the document<\/p>\n<p><strong>Details<\/strong>: Enter additional detail if needed using markdown<\/p>\n<p><strong>Item link<\/strong>: Select the \u2018<strong>Link to Item<\/strong>\u2019 property returned by the \u2018<strong>Get file properties<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2007\" height=\"179\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/10-1024x350.png\" width=\"525\"\/><br \/>\n<strong>Item link description: <\/strong>Select the \u2018<strong>File name with extension<\/strong>\u2019 property returned by the \u2018<strong>Get file properties<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2008\" height=\"184\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/11-1024x358.png\" width=\"525\"\/><\/p>\n<p>At this stage the Flow approval process is now complete. The next stage is to create the official rendition of the document, obtain the approval data and build the approval sheet that we will insert info the approved PDF document.<\/p>\n<p>Add a \u2018<strong>Initialize variable<\/strong>\u2019 action<\/p>\n<p><strong>Name<\/strong>: Set to \u2018<strong>ApprovalSheetHtml<\/strong>\u2019<\/p>\n<p><strong>Type<\/strong>: Select \u2018<strong>String<\/strong>\u2019<\/p>\n<p><strong>Value<\/strong>: Copy and paste the contents of the \u2018<strong>ApprovalsheetHtml-InitialValue.html<\/strong>\u2019 file<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2009\" height=\"178\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/11-A.png\" width=\"556\"\/><br \/>\n<em>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/em><strong>NOTE: <\/strong>This action is required later within the Flow\u2026 more details to follow<\/p>\n<p>Add a \u2018<strong>Condition<\/strong>\u2019 action<\/p>\n<p><strong>Choose a value:<\/strong> Select the \u2018<strong>Outcome<\/strong>\u2019 property returned by the \u2018<strong>Start and wait for an approval<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2010\" height=\"218\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/11-B.png\" width=\"627\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/11-B.webp 627w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/11-B-300x104.webp 300w\" sizes=\"auto, (max-width: 627px) 100vw, 627px\" \/><br \/>\n<strong>Equation: <\/strong>Set to<strong> \u2018does not contain<\/strong>\u2019<\/p>\n<p><strong>Choose a value:<\/strong> Enter \u2018<strong>Reject<\/strong>\u2019<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2011\" height=\"185\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/11-C.png\" width=\"619\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/11-C.webp 619w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/11-C-300x90.webp 300w\" sizes=\"auto, (max-width: 619px) 100vw, 619px\" \/><\/p>\n<p>\u00a0<\/p>\n<p><em>This step is optional; it demonstrates how to change document content using Power Automate. In this example an action is added to update the document footer to specify the correct approval date:<\/em><br \/>\n<img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2012\" height=\"227\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/12-1024x442.png\" width=\"525\"\/><\/p>\n<p>Inside the<strong> \u2018If No\u2019 <\/strong>branch, add some relevant handling to inform the requesting user the approval has been rejected (see example below):<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2013\" height=\"443\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/12-A.png\" width=\"651\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/12-A.webp 651w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/12-A-300x204.webp 300w\" sizes=\"auto, (max-width: 651px) 100vw, 651px\" \/><\/p>\n<p>Inside the<strong> \u2018If Yes\u2019 <\/strong>branch;<\/p>\n<p>Add the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360020937853-Search-and-Replace-Text\"><strong>Search and Replace Text<\/strong><\/a>\u2019 Encodian action<\/p>\n<p><strong>File Type<\/strong>: Select \u2018<strong>DOCX<\/strong>\u2019<\/p>\n<p><strong>Filename<\/strong>: Select the \u2018<strong>File name with extension<\/strong>\u2019 property returned by the \u2018<strong>Get file properties<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2014\" height=\"73\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/13-1024x143.png\" width=\"525\"\/><br \/>\n<strong>File Content<\/strong>: Select the \u2018<strong>File Content<\/strong>\u2019 property returned by the \u2018<strong>Get file content<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2015\" height=\"97\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/14-1024x189.png\" width=\"525\"\/><br \/>\n<strong>Phrases Search Test \u2013 1<\/strong>: Enter <strong>[APPROVALDATE]<\/strong><br \/>\n<strong>Phrases Is Expression \u2013 1<\/strong>: Select \u2018<strong>No<\/strong>\u2019<\/p>\n<p><strong>Phrases Replacement Text \u2013 1<\/strong>: Select the \u2018<strong>Completion Date<\/strong>\u2019 property returned by the \u2018<strong>Start and wait for an approval<\/strong>\u2019 action<\/p>\n<p><strong>\u00a0<\/strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2017\" height=\"173\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/16-1024x337.png\" width=\"525\"\/><\/p>\n<p>\u00a0<\/p>\n<p><strong>NOTE: <\/strong>If required you can specify exact font size, colour, etc. otherwise the current format of the word document text will be inherited.<\/p>\n<p>\u00a0<\/p>\n<p>Add the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360011123574-Convert-to-PDF\"><strong>Convert to PDF<\/strong><\/a>\u2019 Encodian action<\/p>\n<p><strong>Filename<\/strong>: Select the \u2018<strong>Filename<\/strong>\u2019 property returned by the \u2018<strong>Search and Replace Text<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2017\" height=\"173\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/16-1024x337.png\" width=\"525\"\/><br \/>\n<strong>File Content<\/strong>: Select the \u2018<strong>File Content<\/strong>\u2019 property returned by the \u2018<strong>Search and Replace Text<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2018\" height=\"131\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/17-1024x255.png\" width=\"525\"\/><br \/>\n<strong>PDF Filename<\/strong>: Select the \u2018<strong>Filename<\/strong>\u2019 property returned by the \u2018<strong>Search and Replace Text<\/strong>\u2019 action. <u>The Encodian action will automatically ensure that the output filename has a PDF extension<\/u>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2019\" height=\"152\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/18-1024x296.png\" width=\"525\"\/><\/p>\n<p>Click <strong>\u2018Show advanced options\u2019<\/strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2020\" height=\"237\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/19.png\" width=\"623\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/19.webp 623w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/19-300x114.webp 300w\" sizes=\"auto, (max-width: 623px) 100vw, 623px\" \/><\/p>\n<p>\u00a0<\/p>\n<p><strong>Remove Markup: <\/strong>Select \u2018<strong>Yes<\/strong>\u2019, this ensure that any comments \/ tracked changes are removed from the resultant PDF document.<\/p>\n<p>\u00a0<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2021\" height=\"439\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/20.png\" width=\"623\"\/><\/p>\n<p>The next step is to create the approval sheet. We have several options\/approaches which would work; if the document already contains an \u2018Overview\/Title Page\u2019 we could:<\/p>\n<p>Use the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360011784354-Insert-HTML-to-PDF\"><strong>Insert HTML to PDF<\/strong><\/a>\u2019 action to insert the approval sheet at a specific location within the PDF document.<\/p>\n<p>Use the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360011784354-Insert-HTML-to-PDF\"><strong>Insert HTML to PDF<\/strong><\/a>\u2019 action to append the approval sheet to the end of the PDF document.<\/p>\n<p>Split the source PDF document into two separate documents using the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360002953277-Split-PDF\"><strong>Split PDF<\/strong><\/a>\u2019 action, create the approval sheet using the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360022205154-Convert-HTML-to-PDF\"><strong>Convert HTML to PDF<\/strong><\/a>\u2019 action and the merge the three files in the correct order using the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360014632213-Merge-document-array-to-PDF\"><strong>Merge Document Array to PDF<\/strong><\/a>\u2019 action<\/p>\n<p>However, we advise our customers not to include an \u2018Overview\/Title Page\u2019 or \u2018Approval Sheets\u2019 in the actual documents as these can easily be added dynamically when needed, providing enhanced control and options for adding these types of pages in a document. This is what we\u2019ll now do\u2026<\/p>\n<p>Add an \u2018<strong>Append to string variable<\/strong>\u2019 action<\/p>\n<p><strong>Name<\/strong>: Select the \u2018<strong>ApprovalSheetHtml<\/strong>\u2019 variable<\/p>\n<p><strong>Value<\/strong>: Select the \u2018<strong>Responses Approver email<\/strong>\u2019 property returned by the \u2018<strong>Start and wait for an approval<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2022\" height=\"99\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/21-1024x193.png\" width=\"525\"\/><br \/>\n<strong>NOTE:<\/strong> This should automatically place the \u2018<strong>Append to string variable<\/strong>\u2019 action in a \u2018<strong>Apply to each<\/strong>\u2019 loop.<\/p>\n<p><strong>Value<\/strong>: Enter the following text<\/p>\n<p>&lt;tr&gt;<\/p>\n<p>&lt;td class=&#8221;TdData utilW100&#8243;&gt;@{items(&#8216;Apply_to_each&#8217;)?[&#8216;responder&#8217;]?[&#8216;displayName&#8217;]}&lt;\/td&gt;<\/p>\n<p>&lt;td class=&#8221;TdData&#8221;&gt;@{items(&#8216;Apply_to_each&#8217;)?[&#8216;responseDate&#8217;]}&lt;\/td&gt;<\/p>\n<p>&lt;td class=&#8221;TdData&#8221;&gt;@{items(&#8216;Apply_to_each&#8217;)?[&#8216;comments&#8217;]}&lt;\/td&gt;<\/p>\n<p>&lt;\/tr&gt;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2023\" height=\"365\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/22.png\" width=\"593\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/22.webp 593w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/22-300x185.webp 300w\" sizes=\"auto, (max-width: 593px) 100vw, 593px\" \/><br \/>\n<em>\u00a0<\/em><\/p>\n<p>Underneath the \u2018<strong>Apply to each<\/strong>\u2019 loop, add an \u2018<strong>Append to string variable<\/strong>\u2019 action<\/p>\n<p><strong>Name<\/strong>: Select the \u2018<strong>ApprovalSheetHtml<\/strong>\u2019 variable<\/p>\n<p><strong>Value<\/strong>: Enter the following text<\/p>\n<p>&lt;\/table&gt;&lt;\/div&gt;&lt;\/div&gt;&lt;\/body&gt;&lt;\/html&gt;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2024\" height=\"148\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/23.png\" width=\"621\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/23.webp 621w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/23-300x71.webp 300w\" sizes=\"auto, (max-width: 621px) 100vw, 621px\" \/><\/p>\n<p>Add a <strong>\u2018Insert HTML to PDF\u2019<\/strong> action<\/p>\n<p><strong>NOTE: <\/strong><em>This screen shots of the <strong>\u2018Insert HTML to PDF\u2019<\/strong> action show some configuration options (Page Number, Page Size, Page Orientation) which are currently under deployment and may not reach your region for another 2 to 3 weeks.<\/em><br \/>\n<strong>Filename<\/strong>: Select the \u2018<strong>Filename<\/strong>\u2019 property returned by the \u2018<strong>Convert to PDF<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2025\" height=\"198\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/24-1024x387.png\" width=\"525\"\/><br \/>\n<strong>File Content<\/strong>: Select the \u2018<strong>File Content<\/strong>\u2019 property returned by the \u2018<strong>Convert to PDF<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2026\" height=\"200\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/25-1024x390.png\" width=\"525\"\/><br \/>\n<strong>HTML Data<\/strong>: Select the \u2018<strong>ApprovalSheetHtml<\/strong>\u2019 variable<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2027\" height=\"201\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/26-1024x393.png\" width=\"525\"\/><br \/>\n<strong>HTML Insert Location: <\/strong>Select \u2018<strong>Prepend\u2019<\/strong><\/p>\n<p>\u00a0<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2028\" height=\"368\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/28.png\" width=\"621\"\/><br \/>\n<em>\u00a0<\/em><br \/>\n<strong>NOTE: <\/strong><em>If you cannot see the <\/em>\u2018<strong>HTML Insert Location\u2019<\/strong> your region has not yet received the pending updates, simply click <strong>\u2018Show advanced options\u2019<\/strong> to update the \u2018<strong>HTML Insert Location\u2019<\/strong> option<\/p>\n<p>The approval sheet containing document information and approval details has now been added to the document. You may now wish to dynamically add a document title sheet.<\/p>\n<p><strong>Optional Document Title Sheet Insertion Example<\/strong><\/p>\n<p>This is already a lengthy post, so we\u2019ve just included a basic example for dynamically creating a document title sheet as a taster!<\/p>\n<p>A Word template is retrieved from SharePoint, the Encodian \u2018Search and Replace\u2019 action used to replace placeholder text with the document title and approval date, a PDF rendition is created and then merged with the actual PDF document which already contains the approval sheet.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2029\" height=\"756\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/29.png\" width=\"592\"\/><\/p>\n<p>The resulting title sheet document:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2033\" height=\"397\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/33-1024x775.png\" width=\"525\"\/><br \/>\n<strong>Final Flow Action<\/strong><\/p>\n<p>Add the resulting approved document to the required location. In this example we\u2019ll simply add the file back to the originating location.<\/p>\n<p>Add a \u2018<strong>Create File<\/strong>\u2019 SharePoint action<\/p>\n<p><strong>Site Address<\/strong>: This must be set as per the \u2018<strong>Site Address<\/strong>\u2019 value set in the \u2018<strong>Get File Properties<\/strong>\u2019 action<\/p>\n<p><strong>Folder Path<\/strong>: Select the \u2018<strong>Folder Path\u2019<\/strong> property returned by the \u2018<strong>Get file properties<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2030\" height=\"249\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/30.png\" width=\"928\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/30.webp 928w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/30-300x80.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/30-768x206.webp 768w\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" \/><br \/>\n<strong>Filename<\/strong>: Select the \u2018<strong>Filename<\/strong>\u2019 property returned by the \u2018<strong>Insert HTML to PDF<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2031\" height=\"299\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/31.png\" width=\"926\"\/><br \/>\n<strong>File Content<\/strong>: Select the \u2018<strong>File Content<\/strong>\u2019 property returned by the \u2018<strong>Insert HTML to PDF<\/strong>\u2019 action<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2032\" height=\"251\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/32.png\" width=\"926\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/32.webp 926w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/32-300x81.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/32-768x208.webp 768w\" sizes=\"auto, (max-width: 926px) 100vw, 926px\" \/><br \/>\n<strong>Let\u2019s Test!<\/strong><\/p>\n<p>Before you test, we advise reviewing the following blog post which outlines how to share your Flow with users correctly to ensure connections are shared with the correct configuration to negate the need for users having to enter unnecessary connector authentication information such as API Keys:<\/p>\n<p><strong>Reference Guide: <\/strong><a href=\"https:\/\/blog.encodian.com\/2019\/11\/prevent-users-needing-to-enter-an-api-key-in-power-automate\/\">Prevent users needing to enter an API Key in Power Automate<\/a><\/p>\n<p>The \u2018<strong>run only users<\/strong>\u2019 configuration for this demonstration flow has been set to the following configuration:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2034\" height=\"917\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/34.png\" width=\"442\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/34.webp 442w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/34-145x300.webp 145w\" sizes=\"auto, (max-width: 442px) 100vw, 442px\" \/><\/p>\n<p>Go to SharePoint and start the Flow<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2035\" height=\"112\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/35-1024x218.png\" width=\"525\"\/><\/p>\n<p>Click \u2018<strong>Continue<\/strong>\u2019<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-full wp-image-2036\" height=\"225\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/36.png\" width=\"336\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/36.webp 336w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2019\/12\/36-300x201.webp 300w\" sizes=\"auto, (max-width: 336px) 100vw, 336px\" \/><\/p>\n<p>The approved PDF file with embedded approval sheet should have been created<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone size-large wp-image-2037\" height=\"348\" src=\"https:\/\/powerautomateblogmedia.azureedge.net\/powerautomateblog\/2019\/12\/37-1024x679.png\" width=\"525\"\/><br \/>\n<strong>Closing thoughts\u2026<\/strong><\/p>\n<p>Although this post has focused on the creation and manipulation of a PDF document, this could also be achieved with a Word document (docx) using the \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360011823213-Convert-HTML-to-Word\">HTML to Word<\/a>\u2019 and \u2018<a href=\"https:\/\/support.encodian.com\/hc\/en-gb\/articles\/360023972213-Merge-Word-Documents\">Merge Word Documents<\/a>\u2019 actions to replace their PDF equivalents.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jay from Encodian has compiled this guide showing how we can use Power Automate to create a document approval sheet using Power Automate approval data before embedding it within a document.<\/p>\n","protected":false},"author":348,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ms_queue_id":[],"ep_exclude_from_search":false,"_classifai_error":"","_classifai_text_to_speech_error":"","_alt_title":"","ms-ems-related-posts":[],"footnotes":""},"audience":[3378],"content-type":[3423],"job-role":[],"product":[3474],"property":[],"topic":[],"coauthors":[2899],"class_list":["post-111028","post","type-post","status-publish","format-standard","hentry","audience-it-professional","content-type-tips-and-guides","product-power-automate"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Intermediate | Flow of The Week: Create and insert a document approval sheet using Flow approval data - Microsoft Power Platform Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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