Forum Discussion
Automate pull SP list into a fillable .pdf form
Sounds like you need more time than two days lol. There might be holes in your requirements.
- When you have a form - did you mean Microsoft Forms?
- Why use a PDF to push data of an approved item? This adds a lot of complexity and a whole bunch of other questions.
The list data can be exported to excel and there is out-of-the-box functionality that you can use to generate an excel file (use the export to excel function) from the list views. For example, if you had an approved site column in your list - create a list view to only include approved items with all of the site columns you want to include. You can export the list view that only includes approved items then you can use the MS Office functionality, Print to PDF. This is a realistic solution that is within your timeline.
For example, I have a travel request list with a custom view that will only display row items if the request has been approved:
I can use the Export function to export the list view data, which would give me something like this:
Then I can choose to Print the Excel File to a PDF from MS Excel:
I hope that gives you some ideas.
Good luck!
Yes it is a MS Form.
.pdf is a template we already have created.
Any ideas are appreciated