Forum Discussion

Mstrlucky020974's avatar
Mstrlucky020974
Copper Contributor
Jun 05, 2026
Solved

Creating Forms/Fields

Can I do the following with CP

 

  1. Create a custom form with fields
  2. Have CP search a particular document on my server for particulars words(s)
  3. 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