Forum Discussion
Creating Forms/Fields
Can I do the following with CP
- Create a custom form with fields
- Have CP search a particular document on my server for particulars words(s)
- Have those results automatically populate in the form/fields I created
Thanks
Yes, but not with Copilot alone. You’ll need Power Platform components to make it work end-to-end.
You can definitely build what you’re describing by combining a few Microsoft tools:
Custom form-
Use Power Apps. It’s designed for building custom forms with flexible fields and logic. Search a document for keywords-
Copilot can help query documents stored in SharePoint/OneDrive, but for automation you need Power Automate instead.
In a flow, you can:
•Pull the document
•Search for keywords or extract text
•Use AI Builder if the data isn’t structured
Auto-populate the form-
Power Apps + Power Automate integration handles this nicely:
•Trigger a flow
•Extract values from the document
•Return them to Power Apps
•Bind them to your form fields
I hope this helps.
If it answers your question, please mark it as a solution to help others find it more easily. If you need any further help, feel free to let me know.
Thanks
Sunita
1 Reply
Yes, but not with Copilot alone. You’ll need Power Platform components to make it work end-to-end.
You can definitely build what you’re describing by combining a few Microsoft tools:
Custom form-
Use Power Apps. It’s designed for building custom forms with flexible fields and logic. Search a document for keywords-
Copilot can help query documents stored in SharePoint/OneDrive, but for automation you need Power Automate instead.
In a flow, you can:
•Pull the document
•Search for keywords or extract text
•Use AI Builder if the data isn’t structured
Auto-populate the form-
Power Apps + Power Automate integration handles this nicely:
•Trigger a flow
•Extract values from the document
•Return them to Power Apps
•Bind them to your form fields
I hope this helps.
If it answers your question, please mark it as a solution to help others find it more easily. If you need any further help, feel free to let me know.
Thanks
Sunita